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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 672 | $161.0K | 0.07% | +197+41.5% | Added |
| Regency Capital Management Inc. | 673 | $161.0K | 0.11% | +653+3,265.0% | Added |
| Massmutual Trust Co FSB | 667 | $160.0K | 0.01% | +40+6.4% | Added |
| Whittier Trust Co | 668 | $160.0K | 0.00% | +668 | New |
| AGF Investments LLC | 636 | $153.0K | 0.02% | +187+41.6% | Added |
| BDO Wealth Advisors, LLC | 635 | $152.0K | 0.02% | +35+5.8% | Added |
| SOA Wealth Advisors, LLC. | 618 | $148.0K | 0.04% | +180+41.1% | Added |
| Pinnacle Holdings, LLC | 594 | $142.5K | 0.06% | +594 | New |
| Shay Capital LLC | 591 | $142.0K | 0.05% | +591 | New |
| Carroll Financial Associates, Inc. | 575 | $137.0K | 0.01% | +57+11.0% | Added |
| Baldwin Brothers Inc | 523 | $125.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 522 | $125.0K | 0.03% | +22+4.4% | Added |
| Evoke Wealth, LLC | 495 | $118.0K | 0.00% | +270+120.0% | Added |
| Meridian Wealth Partners, LLC | 484 | $116.0K | 0.02% | +484 | New |
| Cozad Asset Management Inc | 480 | $115.0K | 0.02% | +480 | New |
| Partners Capital Investment Group, LLP | 472 | $113.0K | 0.01% | −9,675−95.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 461 | $110.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 430 | $109.0K | 0.05% | +25+6.2% | Added |
| Hall Laurie J Trustee | 440 | $106.0K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 443 | $106.0K | 0.01% | +443 | New |
| Mark Sheptoff Financial Planning, LLC | 435 | $104.0K | 0.06% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 425 | $102.0K | 0.06% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 409 | $99.0K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 411 | $99.0K | 0.03% | +48+13.2% | Added |
| Concord Wealth Partners | 403 | $97.0K | 0.04% | −822−67.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 400 | $96.0K | 0.06% | 00.0% | Unchanged |
| Private Ocean, LLC | 390 | $94.0K | 0.01% | +10+2.6% | Added |
| Wagner Wealth Management, LLC | 361 | $92.0K | 0.07% | +157+77.0% | Added |
| Smithfield Trust Co | 382 | $91.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 377 | $90.0K | 0.02% | +1+0.3% | Added |
| Endurance Wealth Management, Inc. | 360 | $86.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 359 | $86.0K | 0.01% | +109+43.6% | Added |
| Gleason Group, Inc. | 355 | $85.0K | 0.03% | 00.0% | Unchanged |
| RE Advisers Corp | 355 | $85.0K | 0.00% | +120+51.1% | Added |
| Sandy Spring Bank | 353 | $84.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 349 | $84.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 350 | $84.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 345 | $83.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 346 | $83.0K | 0.05% | +188+119.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 340 | $82.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 307 | $73.6K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 303 | $73.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 296 | $71.0K | 0.00% | +264+825.0% | Added |
| Kowal Investment Group, LLC | 276 | $66.0K | 0.02% | +276 | New |
| Evermay Wealth Management LLC | 267 | $64.0K | 0.01% | −70−20.8% | Reduced |
| Prentice Wealth Management LLC | 265 | $64.0K | 0.03% | +2+0.8% | Added |
| Benjamin Edwards Inc | 260 | $62.0K | 0.04% | −52−16.7% | Reduced |
| Resources Management Corp | 260 | $62.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 260 | $62.0K | 0.01% | +225+642.9% | Added |
| Sound Income Strategies, LLC | 251 | $60.0K | 0.01% | +33+15.1% | Added |
| Pacer Advisors, Inc. | 246 | $59.0K | 0.00% | −282−53.4% | Reduced |
| Simon Quick Advisors, LLC | 243 | $58.0K | 0.01% | +43+21.5% | Added |
| Sargent Bickham Lagudis LLC | 243 | $58.0K | 0.00% | +80+49.1% | Added |
| South State Corp. | 235 | $57.0K | 0.00% | +235 | New |
| Kessler Investment Group, LLC | 232 | $56.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 231 | $55.0K | 0.01% | +21+10.0% | Added |
| Albion Financial Group | 226 | $54.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $54.0K | 0.00% | +26+13.0% | Added |
| Gemmer Asset Management LLC | 220 | $53.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 221 | $53.0K | 0.05% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 220 | $52.0K | 0.02% | +210+2,100.0% | Added |
| FourThought Financial, LLC | 212 | $50.0K | 0.01% | +8+3.9% | Added |
| TCI Wealth Advisors, Inc. | 210 | $50.0K | 0.01% | +32+18.0% | Added |
| Reilly Financial Advisors, LLC | 204 | $49.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $48.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 202 | $48.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $48.0K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 195 | $47.0K | 0.01% | +62+46.6% | Added |
| Avion Wealth | 190 | $46.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $45.0K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 183 | $44.0K | 0.29% | +10+5.8% | Added |
| Baron Financial Group, LLC | 180 | $43.2K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 179 | $43.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 180 | $43.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 177 | $42.0K | 0.02% | +9+5.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 175 | $42.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 172 | $41.0K | 0.01% | +50+41.0% | Added |
| Tobam | 165 | $40.0K | 0.00% | +165 | New |
| Firestone Capital Management | 159 | $39.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 163 | $39.0K | 0.01% | +10+6.5% | Added |
| Pflug Koory, LLC | 157 | $38.0K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 150 | $36.0K | 0.02% | −108−41.9% | Reduced |
| Selective Wealth Management, Inc. | 150 | $36.0K | 0.02% | +150 | New |
| Consolidated Planning Corp | 150 | $36.0K | 0.02% | +150 | New |
| Global Financial Private Client, LLC | 150 | $35.9K | 0.02% | −50−25.0% | Reduced |
| Altshuler Shaham Ltd | 139 | $34.0K | 0.00% | −46−24.9% | Reduced |
| Sonora Investment Management, LLC | 143 | $34.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 139 | $33.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 137 | $33.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 135 | $33.0K | 0.02% | +50+58.8% | Added |
| Plante Moran Financial Advisors, LLC | 129 | $31.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 128 | $31.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 129 | $31.0K | 0.01% | +15+13.2% | Added |
| Clearview Wealth Advisors LLC | 123 | $30.0K | 0.02% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 124 | $30.0K | 0.01% | +124 | New |
| MCF Advisors LLC | 115 | $28.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 114 | $27.3K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 110 | $26.4K | 0.01% | −21,832−99.5% | Reduced |
| Hexagon Capital Partners LLC | 107 | $26.0K | 0.01% | +5+4.9% | Added |
| Hantz Financial Services, Inc. | 104 | $25.0K | 0.00% | −4−3.7% | Reduced |