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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 7,665 | $1.84M | 0.04% | +4,051+112.1% | Added |
| Beacon Pointe Advisors, LLC | 7,647 | $1.83M | 0.05% | −89−1.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,630 | $1.83M | 0.68% | +482+6.7% | Added |
| Eqis Capital Management, Inc. | 7,609 | $1.82M | 0.14% | +349+4.8% | Added |
| Gries Financial LLC | 7,486 | $1.79M | 0.56% | 00.0% | Unchanged |
| Hoey Investments, Inc | 7,470 | $1.79M | 0.56% | +2,938+64.8% | Added |
| Capital Investment Advisory Services, LLC | 7,457 | $1.79M | 0.23% | +538+7.8% | Added |
| Bryn Mawr Trust Co | 7,408 | $1.78M | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 7,340 | $1.76M | 0.62% | +153+2.1% | Added |
| JustInvest LLC | 7,224 | $1.73M | 0.16% | +1,192+19.8% | Added |
| Illinois Municipal Retirement Fund | 7,223 | $1.73M | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 7,175 | $1.72M | 1.12% | +120+1.7% | Added |
| International Assets Investment Management, LLC | 7,155 | $1.72M | 0.31% | +422+6.3% | Added |
| IHT Wealth Management, LLC | 7,151 | $1.72M | 0.14% | +2,932+69.5% | Added |
| Geneos Wealth Management Inc. | 7,129 | $1.71M | 0.07% | −122−1.7% | Reduced |
| Paradigm Financial Advisors, LLC | 7,065 | $1.69M | 0.39% | −135−1.9% | Reduced |
| Homrich & Berg | 6,920 | $1.66M | 0.04% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 6,922 | $1.66M | 0.28% | +3,870+126.8% | Added |
| Cutter & CO Brokerage, Inc. | 6,910 | $1.66M | 0.40% | −150−2.1% | Reduced |
| Paragon Advisors, LLC | 6,877 | $1.65M | 0.80% | +386+5.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,832 | $1.64M | 0.52% | +996+17.1% | Added |
| Northeast Investment Management | 6,811 | $1.63M | 0.09% | +257+3.9% | Added |
| O'Neil Global Advisors, Inc. | 6,800 | $1.63M | 1.25% | −14,400−67.9% | Reduced |
| Acadian Asset Management LLC | 6,807 | $1.63M | 0.01% | −2,931−30.1% | Reduced |
| Altman Advisors, Inc. | 6,406 | $1.63M | 0.90% | +45+0.7% | Added |
| Frontier Wealth Management LLC | 6,790 | $1.63M | 0.11% | −30−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,736 | $1.62M | 0.11% | −35,074−83.9% | Reduced |
| Cloverfields Capital Group, LP | 6,706 | $1.61M | 0.52% | +6,706 | New |
| Kingsview Wealth Management, LLC | 6,696 | $1.61M | 0.08% | +129+2.0% | Added |
| Laurel Wealth Advisors, Inc. | 6,600 | $1.58M | 0.29% | −924−12.3% | Reduced |
| B. Riley Wealth Management, Inc. | 6,580 | $1.58M | 0.12% | +6,580 | New |
| Arabesque Asset Management Ltd | 6,546 | $1.57M | 0.53% | +6,546 | New |
| Arkadios Wealth Advisors | 6,539 | $1.57M | 0.23% | +797+13.9% | Added |
| Russell Clark Investment Management Ltd | 6,500 | $1.56M | 1.55% | 00.0% | Unchanged |
| Modus Advisors, LLC | 6,499 | $1.56M | 0.67% | +51+0.8% | Added |
| Cavalier Investments, LLC | 6,439 | $1.54M | 0.49% | +1,189+22.6% | Added |
| Veriti Management LLC | 6,431 | $1.54M | 0.22% | −702−9.8% | Reduced |
| WT Wealth Management | 6,426 | $1.54M | 0.59% | +399+6.6% | Added |
| Perigon Wealth Management, LLC | 6,411 | $1.54M | 0.13% | +318+5.2% | Added |
| BlueCrest Capital Management Ltd | 6,368 | $1.53M | 0.08% | +936+17.2% | Added |
| Werlinich Asset Management, LLC | 6,355 | $1.52M | 1.23% | −50−0.8% | Reduced |
| Accuvest Global Advisors | 6,455 | $1.52M | 0.72% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,421 | $1.52M | 0.10% | −970−13.1% | Reduced |
| Raymond James Trust N.A. | 6,321 | $1.52M | 0.05% | +230+3.8% | Added |
| Whitener Capital Management, Inc. | 6,926 | $1.51M | 0.69% | −23−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,241 | $1.50M | 0.09% | +497+8.7% | Added |
| AlphaStar Capital Management, LLC | 5,635 | $1.49M | 0.10% | +5,635 | New |
| Gladstone Institutional Advisory LLC | 6,182 | $1.48M | 0.14% | +454+7.9% | Added |
| Red Spruce Capital, LLC | 6,157 | $1.48M | 0.86% | +260+4.4% | Added |
| Green Alpha Advisors, LLC | 6,127 | $1.47M | 1.01% | +135+2.3% | Added |
| Aft, Forsyth & Company, Inc. | 6,091 | $1.46M | 0.79% | −195−3.1% | Reduced |
| Bokf, NA | 6,062 | $1.45M | 0.03% | +6,062 | New |
| Virtue Capital Management, LLC | 5,967 | $1.43M | 0.25% | +486+8.9% | Added |
| Northern Oak Wealth Management Inc | 5,959 | $1.43M | 0.17% | +5,709+2,283.6% | Added |
| Siemens Fonds Invest GmbH | 5,931 | $1.42M | 0.09% | +5,931 | New |
| Beck Capital Management, LLC | 5,873 | $1.41M | 0.47% | +5,873 | New |
| Integrated Advisors Network LLC | 5,870 | $1.41M | 0.09% | +2,393+68.8% | Added |
| GM Advisory Group, Inc. | 5,812 | $1.39M | 0.14% | −214−3.6% | Reduced |
| Credit Agricole S A | 5,805 | $1.39M | 0.05% | −31,309−84.4% | Reduced |
| SeaCrest Wealth Management, LLC | 5,808 | $1.39M | 0.17% | −1,069−15.5% | Reduced |
| Vestcor Inc | 5,777 | $1.39M | 0.05% | −764−11.7% | Reduced |
| Apoletto Ltd | 5,767 | $1.38M | 0.19% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,726 | $1.37M | 0.06% | +3+0.1% | Added |
| Parkwood LLC | 5,716 | $1.37M | 0.23% | +1,107+24.0% | Added |
| World Asset Management Inc | 5,714 | $1.37M | 0.14% | −520−8.3% | Reduced |
| Pensionfund DSM Netherlands | 5,700 | $1.37M | 0.17% | +5,700 | New |
| Synovus Financial Corp | 5,716 | $1.36M | 0.01% | +1,832+47.2% | Added |
| Bray Capital Advisors | 5,650 | $1.35M | 0.35% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,647 | $1.35M | 0.43% | +3,923+227.6% | Added |
| Next Century Growth Investors LLC | 5,641 | $1.35M | 0.12% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,558 | $1.33M | 0.05% | +5,558 | New |
| NVWM, LLC | 5,538 | $1.33M | 0.48% | −10−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,538 | $1.33M | 0.03% | +1,504+37.3% | Added |
| Stevard, LLC | 5,526 | $1.32M | 1.04% | +164+3.1% | Added |
| Psagot Investment House Ltd. | 5,522 | $1.32M | 0.23% | +400+7.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,522 | $1.32M | 0.23% | +5,522 | New |
| Atlas Capital Advisors LLC | 5,520 | $1.32M | 0.21% | −5,480−49.8% | Reduced |
| Ascent Wealth Partners, LLC | 5,495 | $1.32M | 0.25% | +108+2.0% | Added |
| Bridgewater Advisors Inc. | 5,489 | $1.32M | 0.36% | −247−4.3% | Reduced |
| Northeast Financial Consultants Inc | 5,479 | $1.31M | 0.09% | +1,610+41.6% | Added |
| Meridian Wealth Management, LLC | 5,456 | $1.31M | 0.16% | −640−10.5% | Reduced |
| Panagora Asset Management Inc | 5,417 | $1.30M | 0.01% | +2,111+63.9% | Added |
| NEXT Financial Group, Inc | 5,370 | $1.29M | 0.10% | −5,221−49.3% | Reduced |
| Insight Advisors, LLC | 5,200 | $1.29M | 0.38% | −5−0.1% | Reduced |
| Laffer Tengler Investments | 5,309 | $1.27M | 0.37% | +1,316+33.0% | Added |
| Americana Partners, LLC | 5,268 | $1.26M | 0.31% | +4,010+318.8% | Added |
| Aldebaran Financial Inc. | 5,230 | $1.25M | 1.08% | −25−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,200 | $1.25M | 0.08% | −1,200−18.8% | Reduced |
| Fiduciary Trust Co | 5,200 | $1.25M | 0.02% | −80−1.5% | Reduced |
| Advisor OS, LLC | 5,192 | $1.25M | 0.27% | +122+2.4% | Added |
| Legacy Bridge, LLC | 5,182 | $1.24M | 0.72% | +174+3.5% | Added |
| Capital CS Group, LLC | 5,123 | $1.23M | 1.14% | +3,258+174.7% | Added |
| Addison Capital Co | 5,070 | $1.22M | 0.56% | −40−0.8% | Reduced |
| Wetherby Asset Management Inc | 5,066 | $1.22M | 0.08% | +167+3.4% | Added |
| Washburn Capital Management, Inc. | 5,040 | $1.21M | 0.79% | −150−2.9% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $1.20M | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,989 | $1.20M | 0.13% | +1,115+28.8% | Added |
| Sunbelt Securities, Inc. | 5,034 | $1.20M | 0.22% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,974 | $1.19M | 0.21% | +245+5.2% | Added |
| Private Portfolio Partners LLC | 4,961 | $1.19M | 0.34% | −35−0.7% | Reduced |