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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 4,783 | $1.19M | 0.22% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,917 | $1.18M | 0.52% | +1,141+30.2% | Added |
| Western Financial Corporation | 4,912 | $1.18M | 0.70% | +254+5.5% | Added |
| Ashton Thomas Private Wealth, LLC | 4,882 | $1.17M | 0.17% | −107−2.1% | Reduced |
| Personal Capital Advisors Corp | 4,845 | $1.16M | 0.01% | +1,521+45.8% | Added |
| IAM Advisory, LLC | 4,998 | $1.16M | 0.49% | +4,998 | New |
| McGuire Investment Group, LLC | 4,838 | $1.16M | 0.22% | +110+2.3% | Added |
| NorthCoast Asset Management LLC | 4,815 | $1.16M | 0.04% | +63+1.3% | Added |
| RB Capital Management, LLC | 4,757 | $1.14M | 0.43% | +114+2.5% | Added |
| Cabot Wealth Management Inc | 4,752 | $1.14M | 0.15% | +4,752 | New |
| Griffin Asset Management, Inc. | 4,713 | $1.13M | 0.14% | −370−7.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,710 | $1.13M | 0.54% | +235+5.3% | Added |
| Gofen & Glossberg LLC | 4,690 | $1.13M | 0.03% | +1,035+28.3% | Added |
| Aaron Wealth Advisors | 4,681 | $1.12M | 0.32% | −10−0.2% | Reduced |
| Ancora Advisors, LLC | 4,667 | $1.12M | 0.03% | +9+0.2% | Added |
| Financial Advocates Investment Management | 4,836 | $1.12M | 0.08% | −841−14.8% | Reduced |
| Change Path, LLC | 4,660 | $1.12M | 0.07% | −23−0.5% | Reduced |
| Hodges Capital Management Inc. | 4,650 | $1.12M | 0.08% | +2,200+89.8% | Added |
| Van Leeuwen & Company, LLC | 4,646 | $1.11M | 0.68% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,648 | $1.11M | 0.22% | +674+17.0% | Added |
| M&R Capital Management Inc | 4,589 | $1.10M | 0.25% | +200+4.6% | Added |
| Apollon Wealth Management, LLC | 4,587 | $1.10M | 0.15% | +1,017+28.5% | Added |
| Banco BTG Pactual S.A. | 4,570 | $1.10M | 0.47% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,546 | $1.09M | 0.08% | −1,059−18.9% | Reduced |
| SG3 Management, LLC | 4,500 | $1.08M | 0.38% | +2,500+125.0% | Added |
| Ascendant Capital Management, LLC | 4,500 | $1.08M | 0.82% | +4,500 | New |
| Orion Portfolio Solutions, LLC | 4,483 | $1.07M | 0.04% | +343+8.3% | Added |
| Castle Rock Wealth Management, LLC | 4,527 | $1.07M | 0.37% | +3,009+198.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,455 | $1.07M | 0.10% | +258+6.1% | Added |
| Smith, Moore & Co. | 4,444 | $1.07M | 0.16% | +75+1.7% | Added |
| Freestone Capital Holdings, LLC | 4,441 | $1.06M | 0.05% | +1,691+61.5% | Added |
| Professional Planning | 4,411 | $1.06M | 0.50% | −13−0.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,344 | $1.04M | 0.29% | +695+19.0% | Added |
| Independent Solutions Wealth Management, LLC | 4,333 | $1.04M | 0.26% | +85+2.0% | Added |
| Thoroughbred Financial Services, LLC | 4,301 | $1.03M | 0.25% | +2,111+96.4% | Added |
| Sepio Capital, LP | 4,291 | $1.03M | 0.09% | +319+8.0% | Added |
| Sawtooth Solutions, LLC | 4,291 | $1.03M | 0.16% | +480+12.6% | Added |
| Cerity Partners LLC | 4,282 | $1.03M | 0.02% | +568+15.3% | Added |
| Highland Capital Management, LLC | 4,276 | $1.03M | 0.06% | −387−8.3% | Reduced |
| Exencial Wealth Advisors, LLC | 4,233 | $1.01M | 0.04% | −2,534−37.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,221 | $1.01M | 0.21% | +109+2.7% | Added |
| Comprehensive Financial Management LLC | 41,201 | $1.01M | 0.01% | +41,201 | New |
| Executive Wealth Management, LLC | 4,161 | $997.0K | 0.11% | +7+0.2% | Added |
| Exane Derivatives | 4,137 | $992.2K | 0.25% | −249−5.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,189 | $989.0K | 0.04% | +1,476+54.4% | Added |
| Garner Asset Management Corp | 4,095 | $982.0K | 0.46% | −400−8.9% | Reduced |
| Csenge Advisory Group | 4,087 | $978.0K | 0.08% | +397+10.8% | Added |
| Almanack Investment Partners, LLC. | 4,057 | $973.0K | 0.09% | +27+0.7% | Added |
| HBK Sorce Advisory LLC | 4,057 | $973.0K | 0.05% | +161+4.1% | Added |
| Charles Schwab Trust Co | 4,000 | $959.0K | 0.19% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 3,982 | $955.0K | 0.26% | +102+2.6% | Added |
| Monterey Private Wealth, Inc. | 4,038 | $953.0K | 0.53% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,980 | $953.0K | 0.15% | +954+31.5% | Added |
| SWS Partners | 3,961 | $950.0K | 0.59% | +76+2.0% | Added |
| Centiva Capital, LP | 3,953 | $948.0K | 0.08% | −7,495−65.5% | Reduced |
| Roman Butler Fullerton & Co | 3,755 | $947.0K | 0.44% | +22+0.6% | Added |
| Phoenix Wealth Advisors | 3,939 | $945.0K | 0.71% | −883−18.3% | Reduced |
| Signaturefd, LLC | 3,939 | $945.0K | 0.03% | +492+14.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,934 | $944.0K | 0.01% | +182+4.9% | Added |
| Arete Wealth Advisors, LLC | 3,929 | $942.0K | 0.10% | +591+17.7% | Added |
| Tower Research Capital LLC (TRC) | 3,920 | $940.0K | 0.02% | −7,991−67.1% | Reduced |
| Okabena Investment Services Inc | 3,901 | $936.0K | 0.49% | +3,901 | New |
| RMR Wealth Builders | 3,874 | $929.0K | 0.27% | +228+6.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,846 | $922.0K | 0.04% | +16+0.4% | Added |
| Profit Investment Management, LLC | 3,825 | $917.0K | 0.64% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,802 | $912.0K | 0.23% | +43+1.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,731 | $895.0K | 0.32% | −77−2.0% | Reduced |
| Intrua Financial, LLC | 3,538 | $895.0K | 0.16% | +414+13.3% | Added |
| Sompo Asset Management Co., Ltd. | 3,730 | $894.0K | 0.21% | −1,110−22.9% | Reduced |
| Abbrea Capital, LLC | 3,713 | $891.0K | 0.13% | +100+2.8% | Added |
| Fulton Bank, N.A. | 3,686 | $884.0K | 0.04% | −381−9.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,660 | $878.0K | 0.07% | +480+15.1% | Added |
| Veritable, L.P. | 3,621 | $868.0K | 0.01% | +79+2.2% | Added |
| Pendal Group Limited | 3,614 | $867.0K | 0.01% | +52+1.5% | Added |
| Essex Financial Services, Inc. | 3,591 | $861.0K | 0.10% | +2,473+221.2% | Added |
| Wealth Alliance | 3,577 | $858.0K | 0.19% | +33+0.9% | Added |
| Kistler-Tiffany Companies, LLC | 3,575 | $857.0K | 0.19% | −170−4.5% | Reduced |
| Centaurus Financial, Inc. | 3,564 | $855.0K | 0.07% | −104−2.8% | Reduced |
| Column Capital Advisors, LLC | 3,558 | $853.0K | 0.18% | −85−2.3% | Reduced |
| CAPROCK Group, Inc. | 3,523 | $844.0K | 0.08% | −1,646−31.8% | Reduced |
| Juncture Wealth Strategies, LLC | 3,513 | $843.0K | 0.44% | +249+7.6% | Added |
| J Arnold Wealth Management Co | 3,511 | $842.0K | 0.41% | +222+6.7% | Added |
| Principal Street Partners, LLC | 3,498 | $839.0K | 0.23% | −30−0.9% | Reduced |
| Truvestments Capital LLC | 3,498 | $839.0K | 0.46% | +23+0.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,484 | $836.0K | 0.08% | −693−16.6% | Reduced |
| York Capital Management Global Advisors, LLC | 3,475 | $833.0K | 0.11% | −13,676−79.7% | Reduced |
| Asset Management Corp | 3,475 | $833.0K | 0.52% | −1,110−24.2% | Reduced |
| Decatur Capital Management, Inc. | 3,450 | $827.0K | 0.55% | −4,075−54.2% | Reduced |
| Swiss Life Asset Management Ltd | 3,440 | $825.0K | 0.01% | −8,865−72.0% | Reduced |
| Ameritas Investment Company, LLC | 3,436 | $824.0K | 0.04% | +886+34.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,432 | $823.0K | 0.04% | +3,432 | New |
| Grimes & Company, Inc. | 3,426 | $822.0K | 0.04% | −170−4.7% | Reduced |
| Tiger Eye Capital LLC | 3,418 | $820.0K | 0.32% | 00.0% | Unchanged |
| CSS LLC | 3,391 | $813.0K | 0.04% | +3,391 | New |
| Alpha Cubed Investments, LLC | 3,351 | $804.0K | 0.06% | −1,106−24.8% | Reduced |
| Warther Private Wealth, LLC | 3,317 | $794.0K | 0.71% | +69+2.1% | Added |
| Next Capital Management LLC | 3,305 | $793.0K | 0.58% | 00.0% | Unchanged |
| Field & Main Bank | 3,298 | $791.0K | 0.52% | −80−2.4% | Reduced |
| Menard Financial Group LLC | 3,298 | $791.0K | 0.69% | +162+5.2% | Added |
| Seeyond | 3,282 | $787.0K | 0.08% | +2,674+439.8% | Added |