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 |
|---|---|---|---|---|---|
| San Luis Wealth Advisors LLC | 1,508 | $362.0K | 0.20% | +1,508 | New |
| Claraphi Advisory Network, LLC | 1,503 | $360.0K | 0.13% | −1,585−51.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,500 | $360.0K | 0.13% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,500 | $360.0K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,503 | $360.0K | 0.10% | +53+3.7% | Added |
| Executive Wealth Group LLC | 1,500 | $359.8K | 0.22% | 00.0% | Unchanged |
| Cooper Financial Group | 1,491 | $358.0K | 0.07% | −239−13.8% | Reduced |
| Ballentine Partners, LLC | 1,490 | $358.0K | 0.01% | +106+7.7% | Added |
| HBK Investments L P | 1,493 | $358.0K | 0.01% | +1,493 | New |
| Morris Retirement Advisors, LLC | 1,485 | $356.0K | 0.30% | +2+0.1% | Added |
| IVC Wealth Advisors LLC | 1,484 | $356.0K | 0.25% | +100+7.2% | Added |
| Indie Asset Partners, LLC | 1,480 | $355.0K | 0.29% | −50−3.3% | Reduced |
| Keel Point, LLC | 1,480 | $355.0K | 0.05% | +124+9.1% | Added |
| Wealth Management Partners, LLC | 1,476 | $354.0K | 0.26% | +81+5.8% | Added |
| Precision Wealth Strategies, LLC | 1,476 | $354.0K | 0.27% | +354+31.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,470 | $353.0K | 0.15% | 00.0% | Unchanged |
| Hayden Royal, LLC | 1,455 | $349.0K | 0.57% | −383−20.8% | Reduced |
| Peapack Gladstone Financial Corp | 1,456 | $349.0K | 0.01% | +1,456 | New |
| Whittier Trust Co of Nevada Inc | 1,450 | $348.0K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 1,446 | $347.0K | 0.06% | −25−1.7% | Reduced |
| Resolute Partners Group | 1,446 | $347.0K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 1,434 | $344.0K | 0.12% | +1,434 | New |
| Apriem Advisors | 1,430 | $343.0K | 0.05% | −403−22.0% | Reduced |
| Wealthspire Advisors, LLC | 1,431 | $343.0K | 0.01% | +1,431 | New |
| Ironwood Investment Counsel, LLC | 1,430 | $342.0K | 0.09% | +297+26.2% | Added |
| Pacitti Group Inc. | 1,421 | $341.0K | 0.21% | – | – |
| 9258 Wealth Management, LLC | 1,417 | $340.0K | 0.09% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,416 | $340.0K | 0.06% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 1,413 | $339.0K | 0.07% | +163+13.0% | Added |
| Penserra Capital Management LLC | 1,412 | $337.0K | 0.01% | −9,766−87.4% | Reduced |
| Sciencast Management LP | 1,381 | $336.0K | 0.10% | −2,372−63.2% | Reduced |
| Arlington Financial Advisors, LLC | 1,400 | $336.0K | 0.13% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,403 | $336.0K | 0.29% | +50+3.7% | Added |
| Garde Capital, Inc. | 1,399 | $336.0K | 0.03% | +59+4.4% | Added |
| Huntington National Bank | 1,401 | $336.0K | 0.00% | +88+6.7% | Added |
| Rice Partnership, LLC | 1,394 | $334.0K | 0.11% | +34+2.5% | Added |
| NovaPoint Capital, LLC | 1,392 | $334.0K | 0.13% | +37+2.7% | Added |
| Harbor Financial Services, LLC | 1,392 | $334.0K | 0.15% | +327+30.7% | Added |
| Hollencrest Capital Management | 1,389 | $333.0K | 0.03% | −1,052−43.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,382 | $331.0K | 0.03% | +1,382 | New |
| Biltmore Capital Advisors LLC | 1,376 | $330.0K | 0.06% | +516+60.0% | Added |
| Claret Asset Management Corp | 1,358 | $326.0K | 0.06% | −244−15.2% | Reduced |
| Nwam LLC | 1,359 | $326.0K | 0.03% | +55+4.2% | Added |
| BSW Wealth Partners | 1,347 | $323.0K | 0.09% | +91+7.2% | Added |
| Transcend Wealth Collective, LLC | 1,221 | $322.0K | 0.03% | −18−1.5% | Reduced |
| DeDora Capital, Inc. | 1,337 | $321.0K | 0.14% | +1,337 | New |
| Anchor Investment Management, LLC | 1,336 | $320.4K | 0.04% | +147+12.4% | Added |
| SFMG, LLC | 1,334 | $320.0K | 0.04% | +205+18.2% | Added |
| Papp L Roy & Associates | 1,320 | $317.0K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,323 | $317.0K | 0.04% | +157+13.5% | Added |
| Kings Point Capital Management | 1,318 | $316.0K | 0.03% | −3−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 1,305 | $313.0K | 0.02% | +115+9.7% | Added |
| Miracle Mile Advisors, LLC | 1,305 | $313.0K | 0.02% | +177+15.7% | Added |
| Boston Private Wealth LLC | 1,304 | $313.0K | 0.00% | +291+28.7% | Added |
| PFG Advisors | 1,299 | $312.0K | 0.04% | −8−0.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,300 | $312.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,293 | $310.0K | 0.08% | +26+2.1% | Added |
| JB Capital LLC | 1,271 | $305.0K | 0.04% | +1,271 | New |
| AMG National Trust Bank | 1,263 | $303.0K | 0.01% | −71−5.3% | Reduced |
| American National Bank | 1,262 | $303.0K | 0.07% | 00.0% | Unchanged |
| David J Yvars Group | 1,260 | $302.0K | 0.18% | +110+9.6% | Added |
| Allworth Financial LP | 1,260 | $302.0K | 0.01% | +672+114.3% | Added |
| Retirement Planning Group | 1,261 | $302.0K | 0.03% | +1,261 | New |
| Jackson Hole Capital Partners, LLC | 1,260 | $302.0K | 0.10% | +1,260 | New |
| Clear Creek Financial Management, LLC | 1,232 | $295.0K | 0.05% | −55−4.3% | Reduced |
| First Horizon Advisors, Inc. | 1,228 | $294.0K | 0.01% | −209−14.5% | Reduced |
| Jacobi Capital Management LLC | 1,215 | $291.0K | 0.04% | −8−0.7% | Reduced |
| Simplify Asset Management Inc. | 1,207 | $289.0K | 0.05% | −417−25.7% | Reduced |
| One Charles Private Wealth Services, LLC | 1,205 | $289.0K | 0.17% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,199 | $288.0K | 0.04% | −64−5.1% | Reduced |
| Boston Trust Walden Corp | 1,200 | $288.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,197 | $287.0K | 0.02% | −927−43.6% | Reduced |
| O'Dell Group, LLC | 1,193 | $286.0K | 0.09% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,190 | $286.0K | 0.08% | +367+44.6% | Added |
| Bordeaux Wealth Advisors LLC | 1,181 | $283.0K | 0.16% | −188−13.7% | Reduced |
| NuWave Investment Management, LLC | 1,177 | $282.0K | 0.32% | +1,148+3,958.6% | Added |
| TCG Advisory Services, LLC | 1,160 | $278.0K | 0.07% | +14+1.2% | Added |
| M&G Investment Management Ltd | 1,157 | $278.0K | 0.00% | +63+5.8% | Added |
| Summit Trail Advisors, LLC | 1,159 | $278.0K | 0.02% | +188+19.4% | Added |
| Professional Financial Advisors, LLC | 1,160 | $278.0K | 0.16% | +1,160 | New |
| Synergy Financial Management, LLC | 1,156 | $277.0K | 0.06% | −507−30.5% | Reduced |
| Proficio Capital Partners LLC | 1,155 | $277.0K | 0.04% | +120+11.6% | Added |
| Arvest Bank Trust Division | 1,151 | $276.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,150 | $276.0K | 0.05% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,151 | $276.0K | 0.17% | +46+4.2% | Added |
| Plancorp, LLC | 1,150 | $276.0K | 0.02% | +50+4.5% | Added |
| HHM Wealth Advisors, LLC | 1,141 | $274.0K | 0.07% | +13+1.2% | Added |
| Altus Wealth Management, LLC | 1,140 | $273.0K | 0.17% | +160+16.3% | Added |
| Dorchester Wealth Management Co | 1,135 | $272.0K | 0.07% | −1,115−49.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,136 | $272.0K | 0.11% | −16−1.4% | Reduced |
| Founders Financial Securities LLC | 1,132 | $271.0K | 0.05% | −886−43.9% | Reduced |
| Main Street Financial Solutions, LLC | 1,118 | $268.0K | 0.04% | +239+27.2% | Added |
| Rehmann Capital Advisory Group | 1,113 | $266.9K | 0.03% | −24−2.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,110 | $266.0K | 0.07% | +1,110 | New |
| Girard Partners Ltd. | 1,101 | $264.0K | 0.03% | −120−9.8% | Reduced |
| Waters Parkerson & Co., LLC | 1,100 | $264.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,100 | $264.0K | 0.20% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,100 | $264.0K | 0.00% | +201+22.4% | Added |
| Continuum Advisory, LLC | 1,098 | $263.0K | 0.07% | +1,098 | New |
| Creative Financial Designs Inc | 1,092 | $262.0K | 0.04% | −56−4.9% | Reduced |