Block, Inc.
XYZ- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001512673
In the last 90 days, Block, Inc. insiders filed 0 open-market purchases and 26 sales; 1,086 institutions reported holding it in 13F filings for Q2 2026, worth $33.6B in total; 3 superinvestors hold it, including Tiger Global Management and ARK Invest.
Other share classesBSQKZ
13F holders, Q3 2021
Institutional positions in Block, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,384
- +42 vs. Q2 2021
- Shares held
- 311.7M
- +17.3M (+5.9%) vs. Q2 2021
- Total value
- $74.8B
- +$2.96B (+4.1%) vs. Q2 2021
- New holders
- 140
- 615 more added
- Sold out
- 98
- 410 more reduced
14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XYZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,086 | $33.6B |
| Q1 2026 | 994 | $25.8B |
| Q4 2025 | 1,031 | $28.3B |
| Q3 2025 | 1,034 | $31.5B |
| Q2 2025 | 990 | $28.1B |
| Q1 2025 | 1,014 | $21.8B |
| Q4 2024 | 1,140 | $33.9B |
| Q3 2024 | 990 | $25.8B |
| Q2 2024 | 1,002 | $24.9B |
| Q1 2024 | 1,071 | $32.5B |
| Q4 2023 | 1,032 | $29.7B |
| Q3 2023 | 889 | $16.5B |
| Q2 2023 | 970 | $25.4B |
| Q1 2023 | 997 | $27.2B |
| Q4 2022 | 1,008 | $24.2B |
| Q3 2022 | 973 | $20.1B |
| Q2 2022 | 1,031 | $22.8B |
| Q1 2022 | 1,251 | $50.0B |
| Q4 2021 | 1,368 | $51.6B |
| Q3 2021 | 1,384 | $74.8B |
| Q2 2021 | 1,356 | $71.9B |
| Q1 2021 | 1,301 | $66.1B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 2,093 | $532.0K | 0.07% | +28+1.4% | Added |
| Avantax Planning Partners, Inc. | 2,203 | $528.0K | 0.02% | +2,203 | New |
| Solstein Capital, LLC | 2,194 | $526.0K | 0.31% | +1,494+213.4% | Added |
| TRUE Private Wealth Advisors | 2,184 | $523.0K | 0.08% | +348+19.0% | Added |
| ACG Wealth | 2,168 | $520.0K | 0.07% | +167+8.3% | Added |
| Oak Grove Capital LLC | 2,160 | $518.0K | 0.12% | 00.0% | Unchanged |
| United Maritime Capital LLC | 2,150 | $516.0K | 0.57% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,130 | $511.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,098 | $503.0K | 0.08% | −112−5.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,218 | $502.0K | 0.04% | +637+40.3% | Added |
| Lake Street Financial LLC | 2,083 | $500.0K | 0.12% | +49+2.4% | Added |
| Calton & Associates, Inc. | 2,075 | $497.0K | 0.11% | +409+24.5% | Added |
| Vivid Financial Management, Inc. | 2,069 | $496.0K | 0.20% | −10−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 2,070 | $496.0K | 0.06% | +383+22.7% | Added |
| TrinityPoint Wealth, LLC | 2,069 | $496.0K | 0.09% | +654+46.2% | Added |
| Baker Tilly Wealth Management, LLC | 2,064 | $495.0K | 0.07% | +558+37.1% | Added |
| Clarius Group, LLC | 2,042 | $490.0K | 0.04% | +20+1.0% | Added |
| Evolution Wealth Advisors, LLC | 2,044 | $490.0K | 0.11% | +1,093+114.9% | Added |
| Spearhead Capital Advisors, LLC | 2,038 | $489.0K | 0.07% | +99+5.1% | Added |
| Adell Harriman & Carpenter Inc | 2,035 | $488.1K | 0.05% | −245−10.7% | Reduced |
| Ellevest, Inc. | 2,029 | $487.0K | 0.05% | +98+5.1% | Added |
| Willow Creek Wealth Management Inc. | 2,027 | $486.0K | 0.11% | −137−6.3% | Reduced |
| Wealth Management Associates, Inc. | 2,024 | $485.4K | 0.28% | −30−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 2,020 | $485.0K | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 2,019 | $484.0K | 0.71% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,006 | $481.0K | 0.10% | +140+7.5% | Added |
| Archetype Wealth Partners | 2,000 | $480.0K | 0.16% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,000 | $480.0K | 0.09% | +139+7.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,000 | $480.0K | 0.01% | +2,000 | New |
| Codex Capital, L.L.C. | 2,000 | $478.0K | 0.26% | −1,000−33.3% | Reduced |
| Greytown Advisors Inc. | 1,995 | $478.0K | 0.21% | +19+1.0% | Added |
| PAX Financial Group, LLC | 1,992 | $478.0K | 0.12% | +242+13.8% | Added |
| Regentatlantic Capital LLC | 1,988 | $477.0K | 0.01% | +260+15.0% | Added |
| Ritholtz Wealth Management | 1,989 | $477.0K | 0.03% | +572+40.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,986 | $476.0K | 0.02% | +202+11.3% | Added |
| Checchi Capital Advisers, LLC | 1,981 | $475.0K | 0.06% | −542−21.5% | Reduced |
| Dowling & Yahnke LLC | 1,977 | $474.0K | 0.03% | +102+5.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 1,969 | $472.0K | 0.35% | 00.0% | Unchanged |
| Aperture Investors, LLC | 1,964 | $471.0K | 0.06% | +1,964 | New |
| Dynamic Technology Lab Private Ltd | 1,948 | $467.0K | 0.06% | −3,998−67.2% | Reduced |
| WealthPLAN Partners, LLC | 2,456 | $465.0K | 0.03% | −30−1.2% | Reduced |
| Grassi Investment Management | 1,931 | $463.0K | 0.05% | +1,000+107.4% | Added |
| Sandbox Financial Partners, LLC | 1,919 | $460.0K | 0.33% | −6−0.3% | Reduced |
| Private Capital Group, LLC | 1,913 | $459.0K | 0.10% | −13−0.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,903 | $456.0K | 0.14% | +225+13.4% | Added |
| Greenleaf Trust | 1,893 | $454.0K | 0.01% | +26+1.4% | Added |
| Kemnay Advisory Services Inc. | 1,887 | $453.0K | 0.06% | +1,887 | New |
| S. R. Schill & Associates | 1,846 | $443.0K | 0.19% | +1,846 | New |
| BTC Capital Management, Inc. | 1,840 | $440.0K | 0.05% | −20−1.1% | Reduced |
| Sterling Manor Financial, LLC | 1,835 | $440.0K | 0.37% | +3+0.2% | Added |
| Mid Atlantic Financial Management Inc | 1,823 | $437.0K | 0.03% | +725+66.0% | Added |
| Oarsman Capital, Inc. | 1,819 | $436.0K | 0.18% | +21+1.2% | Added |
| Paradigm Asset Management Co LLC | 1,800 | $431.7K | 0.12% | −200−10.0% | Reduced |
| Barings LLC | 1,791 | $430.0K | 0.01% | −1,319−42.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 1,787 | $429.0K | 0.15% | +202+12.7% | Added |
| Acropolis Investment Management, LLC | 1,784 | $427.0K | 0.05% | −75−4.0% | Reduced |
| Financial Perspectives, Inc | 1,779 | $426.7K | 0.21% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,778 | $426.0K | 0.09% | −20−1.1% | Reduced |
| Larson Financial Group LLC | 1,764 | $423.0K | 0.08% | +1,398+382.0% | Added |
| Chatham Capital Group, Inc. | 1,752 | $420.0K | 0.08% | 00.0% | Unchanged |
| Hudock, Inc. | 1,749 | $419.0K | 0.13% | −40−2.2% | Reduced |
| Visionary Wealth Advisors | 1,744 | $418.0K | 0.04% | +177+11.3% | Added |
| Zions Bancorporation, N.A. | 1,736 | $416.0K | 0.04% | +208+13.6% | Added |
| Capital Investment Advisors, LLC | 1,729 | $415.0K | 0.01% | +399+30.0% | Added |
| Elite Wealth Management, Inc. | 1,728 | $414.0K | 0.19% | +13+0.8% | Added |
| Summit Financial, LLC | 1,726 | $414.0K | 0.04% | +1,726 | New |
| Mission Wealth Management, LP | 1,723 | $413.0K | 0.02% | +675+64.4% | Added |
| Novare Capital Management LLC | 1,719 | $412.0K | 0.05% | +4+0.2% | Added |
| ProShare Advisors LLC | 1,704 | $409.0K | 0.00% | −1,048−38.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,699 | $407.0K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,696 | $407.0K | 0.01% | +30+1.8% | Added |
| Comerica Securities,inc. | 1,691 | $406.0K | 0.03% | +155+10.1% | Added |
| Claro Advisors LLC | 1,678 | $402.0K | 0.17% | +30+1.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,666 | $400.0K | 0.08% | +12+0.7% | Added |
| Gsa Capital Partners LLP | 1,666 | $400.0K | 0.04% | +772+86.4% | Added |
| Draper Asset Management, LLC | 1,662 | $399.0K | 0.38% | +176+11.8% | Added |
| Tradition Wealth Management, LLC | 1,659 | $398.0K | 0.06% | +98+6.3% | Added |
| Advisory Research Inc | 1,660 | $398.0K | 0.03% | +185+12.5% | Added |
| Krilogy Financial LLC | 1,661 | $398.0K | 0.04% | +439+35.9% | Added |
| Zuckerman Investment Group, LLC | 1,655 | $397.0K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 1,641 | $394.0K | 0.00% | +428+35.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 1,637 | $392.0K | 0.05% | +143+9.6% | Added |
| Ropes Wealth Advisors LLC | 1,634 | $392.0K | 0.06% | +530+48.0% | Added |
| Joel Isaacson & Co., LLC | 1,625 | $390.0K | 0.03% | +10+0.6% | Added |
| Encompass Wealth Advisors, LLC | 1,619 | $388.0K | 0.10% | +40+2.5% | Added |
| SFE Investment Counsel | 1,612 | $387.0K | 0.11% | +50+3.2% | Added |
| Pictet North America Advisors SA | 1,611 | $386.0K | 0.04% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,609 | $386.0K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,596 | $383.0K | 0.01% | +53+3.4% | Added |
| Colony Group LLC | 1,598 | $383.0K | 0.01% | +400+33.4% | Added |
| Wesbanco Bank Inc | 1,600 | $383.0K | 0.01% | +715+80.8% | Added |
| Sovereign Financial Group, Inc. | 1,586 | $380.0K | 0.22% | +1,586 | New |
| Beaton Management Co. Inc. | 1,575 | $378.0K | 0.25% | +25+1.6% | Added |
| Cookson Peirce & Co Inc | 1,570 | $377.0K | 0.02% | −400−20.3% | Reduced |
| Howard Capital Management Group, LLC | 1,558 | $374.0K | 0.03% | +58+3.9% | Added |
| First Heartland Consultants, Inc. | 1,546 | $371.0K | 0.06% | −246−13.7% | Reduced |
| Moser Wealth Advisors, LLC | 1,547 | $371.0K | 0.24% | +1,196+340.7% | Added |
| Advisory Resource Group | 1,542 | $370.0K | 0.14% | +19+1.2% | Added |
| Quadrant Capital Group LLC | 1,542 | $370.0K | 0.05% | +165+12.0% | Added |
| IFG Advisory, LLC | 1,543 | $370.0K | 0.04% | +293+23.4% | Added |