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 |
|---|---|---|---|---|---|
| Navalign, LLC | 1,089 | $261.0K | 0.11% | −30−2.7% | Reduced |
| Karp Capital Management Corp | 1,090 | $261.0K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,089 | $261.0K | 0.09% | +49+4.7% | Added |
| Arrow Financial Corp | 1,089 | $261.0K | 0.03% | +979+890.0% | Added |
| Accurate Wealth Management, LLC | 1,080 | $260.0K | 0.23% | +18+1.7% | Added |
| Financial Management Network Inc | 1,147 | $260.0K | 0.13% | +100+9.6% | Added |
| Atticus Wealth Management, LLC | 1,082 | $260.0K | 0.11% | +56+5.5% | Added |
| Keystone Financial Group | 1,078 | $259.0K | 0.05% | +1,078 | New |
| HM Payson & Co | 1,075 | $258.0K | 0.01% | +375+53.6% | Added |
| Oxler Private Wealth LLC | 1,075 | $257.0K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,066 | $256.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,000 | $255.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,064 | $255.0K | 0.01% | −6−0.6% | Reduced |
| TownSquare Capital, LLC | 1,062 | $255.0K | 0.01% | +25+2.4% | Added |
| Sicart Associates LLC | 1,060 | $254.0K | 0.07% | −700−39.8% | Reduced |
| Great Lakes Advisors, LLC | 1,061 | $254.0K | 0.00% | −105−9.0% | Reduced |
| Centerpoint Advisors, LLC | 1,060 | $254.0K | 0.12% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,060 | $254.0K | 0.02% | +1,060 | New |
| Verity Asset Management, Inc. | 1,054 | $253.0K | 0.16% | −74−6.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,055 | $253.0K | 0.01% | −50−4.5% | Reduced |
| SkyOak Wealth, LLC | 1,053 | $253.0K | 0.07% | +25+2.4% | Added |
| Washington Trust Co | 1,040 | $250.0K | 0.01% | +19+1.9% | Added |
| TSFG, LLC | 1,044 | $250.0K | 0.10% | +36+3.6% | Added |
| CPWM, LLC | 1,036 | $248.0K | 0.02% | +2+0.2% | Added |
| YHB Investment Advisors, Inc. | 1,030 | $247.0K | 0.02% | +107+11.6% | Added |
| First Midwest Bank Trust Division | 1,025 | $246.0K | 0.04% | −10−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,024 | $246.0K | 0.01% | +157+18.1% | Added |
| Blueshift Asset Management, LLC | 1,020 | $245.0K | 0.01% | −86,088−98.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,022 | $245.0K | 0.03% | −1,018−49.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 1,019 | $244.0K | 0.06% | −7,883−88.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,018 | $244.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,015 | $243.0K | 0.05% | +61+6.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,004 | $241.0K | 0.07% | −1−0.1% | Reduced |
| Wealth Advisory Solutions, LLC | 1,000 | $240.0K | 0.05% | −22−2.2% | Reduced |
| Bell Bank | 1,000 | $240.0K | 0.03% | −17−1.7% | Reduced |
| Mackay Shields LLC | 1,000 | $240.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,000 | $240.0K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,000 | $240.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $240.0K | 0.06% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $240.0K | 0.17% | 0 | Unchanged |
| Mairs & Power Inc | 1,000 | $240.0K | 0.00% | +1,000 | New |
| Grandfield & Dodd, LLC | 1,000 | $240.0K | 0.02% | +1,000 | New |
| Boltwood Capital Management | 1,000 | $240.0K | 0.10% | +1,000 | New |
| Sassicaia Capital Advisers LLC | 1,000 | $240.0K | 0.68% | +1,000 | New |
| Summit X, LLC | 974 | $239.0K | 0.06% | +53+5.8% | Added |
| Montag A & Associates Inc | 992 | $238.0K | 0.01% | +54+5.8% | Added |
| Headinvest, LLC | 988 | $237.0K | 0.04% | −360−26.7% | Reduced |
| Canvas Wealth Advisors, LLC | 980 | $235.0K | 0.10% | +980 | New |
| Crestwood Advisors Group LLC | 975 | $234.0K | 0.01% | −69−6.6% | Reduced |
| HBW Advisory Services LLC | 971 | $233.0K | 0.06% | −42−4.1% | Reduced |
| Cornerstone Advisory, LLC | 970 | $233.0K | 0.04% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 967 | $232.0K | 0.02% | 00.0% | Unchanged |
| Awm Capital, LLC | 1,000 | $230.0K | 0.17% | +1,000 | New |
| Collective Family Office LLC | 949 | $228.0K | 0.10% | 00.0% | Unchanged |
| Manchester Financial Inc | 950 | $228.0K | 0.09% | +40+4.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 947 | $227.0K | 0.07% | +947 | New |
| Enterprise Financial Services Corp | 942 | $226.0K | 0.03% | +146+18.3% | Added |
| Intrinsic Edge Capital Management LLC | 940 | $225.0K | 0.02% | −9,060−90.6% | Reduced |
| MONECO Advisors, LLC | 940 | $225.0K | 0.09% | +940 | New |
| Conservest Capital Advisors, Inc. | 936 | $224.0K | 0.03% | +86+10.1% | Added |
| Advisor Resource Council | 927 | $222.0K | 0.07% | −796−46.2% | Reduced |
| Merit Financial Group, LLC | 926 | $222.0K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 925 | $222.0K | 0.03% | +925 | New |
| Quad-Cities Investment Group, LLC | 920 | $221.0K | 0.15% | +920 | New |
| Northeast Financial Group, Inc. | 915 | $219.5K | 0.14% | +15+1.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 913 | $219.0K | 0.13% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 908 | $218.0K | 0.06% | −250−21.6% | Reduced |
| Fundamentun, LLC | 908 | $218.0K | 0.04% | +908 | New |
| Pensionmark Financial Group, LLC | 904 | $217.0K | 0.05% | +43+5.0% | Added |
| Circle Wealth Management, LLC | 906 | $217.0K | 0.03% | +74+8.9% | Added |
| Capital Advisors, Ltd. LLC | 900 | $216.0K | 0.04% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 902 | $216.0K | 0.05% | +36+4.2% | Added |
| Westside Investment Management, Inc. | 897 | $215.0K | 0.00% | −20−2.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 893 | $214.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 874 | $210.0K | 0.05% | −15−1.7% | Reduced |
| Busey Wealth Management | 874 | $210.0K | 0.01% | +874 | New |
| Community Bank & Trust, Waco, Texas | 870 | $209.0K | 0.07% | −20−2.2% | Reduced |
| ICONIQ Capital, LLC | 871 | $208.0K | 0.00% | −89−9.3% | Reduced |
| State of Wyoming | 863 | $207.0K | 0.13% | −169−16.4% | Reduced |
| Brouwer & Janachowski, LLC | 861 | $207.0K | 0.04% | +10+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 862 | $207.0K | 0.07% | +50+6.2% | Added |
| GenTrust, LLC | 860 | $206.0K | 0.02% | −100−10.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 860 | $206.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 859 | $206.0K | 0.01% | +4+0.5% | Added |
| Stephens Investment Management Group LLC | 856 | $205.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 853 | $205.0K | 0.03% | +72+9.2% | Added |
| Platform Technology Partners | 851 | $204.0K | 0.09% | −260−23.4% | Reduced |
| Wedgewood Investors Inc | 845 | $203.0K | 0.26% | 00.0% | Unchanged |
| Little House Capital LLC | 845 | $203.0K | 0.12% | −2−0.2% | Reduced |
| Hall Private Wealth Advisors | 841 | $202.0K | 0.13% | −506−37.6% | Reduced |
| Proequities, Inc. | 832 | $200.0K | 0.01% | +42+5.3% | Added |
| Emfo, LLC | 800 | $192.0K | 0.17% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 790 | $189.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 782 | $188.0K | 0.07% | −241−23.6% | Reduced |
| Guidance Point Advisors, LLC | 784 | $188.0K | 0.07% | +784 | New |
| Stelac Advisory Services LLC | 743 | $178.0K | 0.05% | −1,922−72.1% | Reduced |
| EMC Capital Management | 700 | $178.0K | 0.10% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 723 | $173.0K | 0.10% | −75−9.4% | Reduced |
| Atwood & Palmer Inc | 700 | $168.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $168.0K | 0.00% | −3,907−84.8% | Reduced |