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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 3,264 | $783.0K | 0.04% | +720+28.3% | Added |
| Coastline Trust Co | 3,258 | $781.0K | 0.10% | 00.0% | Unchanged |
| WP Advisors, LLC | 3,241 | $777.0K | 0.32% | 00.0% | Unchanged |
| JT Stratford LLC | 3,222 | $773.0K | 0.24% | +3,222 | New |
| Laidlaw Wealth Management LLC | 3,218 | $772.0K | 0.20% | +810+33.6% | Added |
| Cornerstone Wealth Management, LLC | 3,196 | $767.0K | 0.08% | +14+0.4% | Added |
| Moneta Group Investment Advisors LLC | 3,190 | $765.0K | 0.04% | +487+18.0% | Added |
| Pittenger & Anderson Inc | 3,170 | $760.0K | 0.04% | +525+19.8% | Added |
| Stratos Wealth Advisors, LLC | 3,165 | $759.0K | 0.06% | −118−3.6% | Reduced |
| Optimal Asset Management, Inc. | 3,161 | $758.0K | 0.09% | +4+0.1% | Added |
| Patriot Investment Management Inc. | 3,142 | $753.0K | 0.07% | −28−0.9% | Reduced |
| Scholtz & Company, LLC | 3,132 | $751.0K | 0.27% | +43+1.4% | Added |
| Silvercrest Asset Management Group LLC | 3,128 | $750.0K | 0.01% | −517−14.2% | Reduced |
| Focus Financial Network, Inc. | 3,120 | $748.3K | 0.10% | +198+6.8% | Added |
| Truepoint, Inc. | 3,100 | $744.0K | 0.04% | +3,100 | New |
| Kozak & Associates, Inc. | 3,171 | $739.0K | 0.44% | +3,171 | New |
| Donaldson Capital Management, LLC | 3,060 | $734.0K | 0.04% | +1,594+108.7% | Added |
| XR Securities LLC | 3,056 | $733.0K | 0.67% | −3,855−55.8% | Reduced |
| Prelude Capital Management, LLC | 3,051 | $732.0K | 0.04% | −7,103−70.0% | Reduced |
| WJ Wealth Management, LLC | 3,045 | $731.0K | 0.49% | +89+3.0% | Added |
| Chicago Trust Co NA | 3,040 | $729.0K | 0.16% | +1,915+170.2% | Added |
| V Wealth Advisors LLC | 3,035 | $728.0K | 0.11% | +244+8.7% | Added |
| Fulton Breakefield Broenniman LLC | 3,024 | $725.0K | 0.06% | −156−4.9% | Reduced |
| Resource Management, LLC | 3,017 | $724.0K | 0.08% | +632+26.5% | Added |
| Howard Wealth Management, LLC | 3,012 | $722.0K | 0.40% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3,008 | $721.0K | 0.11% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 3,000 | $720.0K | 0.68% | −750−20.0% | Reduced |
| RBF Capital, LLC | 3,000 | $720.0K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 3,000 | $720.0K | 0.26% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 3,000 | $720.0K | 0.64% | +3,000 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,992 | $717.0K | 0.42% | −600−16.7% | Reduced |
| Eudaimonia Partners, LLC | 2,986 | $716.0K | 0.13% | +317+11.9% | Added |
| Capital Wealth Alliance, LLC | 2,871 | $714.0K | 0.43% | −28−1.0% | Reduced |
| Hanseatic Management Services Inc | 2,953 | $708.0K | 1.23% | +209+7.6% | Added |
| Harvest Fund Management Co., Ltd | 2,952 | $707.0K | 0.16% | −340−10.3% | Reduced |
| MAI Capital Management | 2,947 | $707.0K | 0.01% | +301+11.4% | Added |
| Tiedemann Advisors, LLC | 2,941 | $705.0K | 0.04% | −2,492−45.9% | Reduced |
| Fulcrum Asset Management LLP | – | $703.0K | 0.35% | – | – |
| Cigna Investments Inc | 2,913 | $699.0K | 0.05% | −36−1.2% | Reduced |
| FinTrust Capital Advisors, LLC | 2,912 | $699.0K | 0.19% | +2,616+883.8% | Added |
| CWA Asset Management Group, LLC | 2,909 | $698.0K | 0.06% | +336+13.1% | Added |
| Sheets Smith Wealth Management | 2,906 | $697.0K | 0.09% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,840 | $681.0K | 0.04% | +130+4.8% | Added |
| Guardian Capital LP | 2,818 | $676.0K | 0.01% | +2,818 | New |
| CNB Bank | 2,809 | $674.0K | 0.40% | +837+42.4% | Added |
| Asset Dedication, LLC | 2,796 | $669.0K | 0.09% | +216+8.4% | Added |
| Nations Financial Group Inc, | 2,786 | $668.0K | 0.10% | +740+36.2% | Added |
| Financial Architects, Inc | 2,740 | $657.0K | 0.10% | 00.0% | Unchanged |
| Telemus Capital, LLC | 2,726 | $654.0K | 0.06% | +1,098+67.4% | Added |
| Profund Advisors LLC | 2,711 | $650.0K | 0.02% | +55+2.1% | Added |
| Catalyst Private Wealth, LLC | 2,707 | $649.0K | 0.28% | +13+0.5% | Added |
| EPIQ Capital Group, LLC | 2,701 | $648.0K | 0.07% | +2,701 | New |
| WESPAC Advisors SoCal, LLC | 2,737 | $646.0K | 0.21% | +80+3.0% | Added |
| Invictus RG | 2,685 | $644.0K | 7.23% | +2,685 | New |
| Crossmark Global Holdings, Inc. | 2,665 | $639.0K | 0.01% | −50−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 2,661 | $638.0K | 0.25% | −32−1.2% | Reduced |
| Arnhold LLC | 2,651 | $636.0K | 0.07% | +105+4.1% | Added |
| Benedetti & Gucer, Inc. | 2,644 | $634.0K | 0.48% | +670+33.9% | Added |
| Partners Group Holding AG | 2,633 | $631.0K | 0.04% | +2,633 | New |
| Derbend Asset Management | 2,624 | $629.0K | 0.59% | +250+10.5% | Added |
| Intersect Capital LLC | 2,583 | $620.0K | 0.11% | −167−6.1% | Reduced |
| Clear Perspective Advisors, LLC | 2,582 | $619.0K | 0.21% | −74−2.8% | Reduced |
| Bayesian Capital Management, LP | 2,581 | $619.0K | 0.18% | +2,581 | New |
| Procyon Private Wealth Partners, LLC | 2,570 | $616.0K | 0.16% | +90+3.6% | Added |
| Traynor Capital Management, Inc. | 2,556 | $613.0K | 0.08% | +125+5.1% | Added |
| Koshinski Asset Management, Inc. | 2,548 | $611.1K | 0.05% | +846+49.7% | Added |
| City Holding Co | 2,540 | $609.0K | 0.10% | +2,520+12,600.0% | Added |
| Epiq Partners, LLC | 2,500 | $600.0K | 0.28% | +100+4.2% | Added |
| Octavia Wealth Advisors, LLC | 2,483 | $595.0K | 0.15% | +225+10.0% | Added |
| Archford Capital Strategies, LLC | 2,475 | $594.0K | 0.14% | +56+2.3% | Added |
| Wolff Wiese Magana LLC | 2,463 | $591.0K | 0.42% | +57+2.4% | Added |
| Howland Capital Management LLC | 2,460 | $590.0K | 0.03% | −220−8.2% | Reduced |
| Neville Rodie & Shaw Inc | 2,460 | $590.0K | 0.05% | +2,460 | New |
| Tortoise Index Solutions, LLC | 2,440 | $585.0K | 0.14% | −474−16.3% | Reduced |
| Cornerstone Wealth Group, LLC | 2,431 | $583.0K | 0.10% | +96+4.1% | Added |
| Kore Private Wealth LLC | 2,417 | $580.0K | 0.06% | +396+19.6% | Added |
| Qtron Investments LLC | 2,413 | $579.0K | 0.16% | −469−16.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,444 | $579.0K | 0.23% | +759+45.0% | Added |
| Sand Hill Global Advisors, LLC | 2,394 | $574.0K | 0.03% | −118−4.7% | Reduced |
| CRA Financial Services, LLC | 2,385 | $572.0K | 0.19% | +60+2.6% | Added |
| Trustcore Financial Services, LLC | 2,371 | $569.0K | 0.06% | +50+2.2% | Added |
| Bard Financial Services, Inc. | 2,355 | $565.0K | 0.05% | −50−2.1% | Reduced |
| RFG Advisory, LLC | 2,343 | $562.0K | 0.05% | −69−2.9% | Reduced |
| Venture Visionary Partners LLC | 2,318 | $555.0K | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 2,313 | $555.0K | 0.03% | +607+35.6% | Added |
| Pekin Hardy Strauss, Inc. | 2,300 | $552.0K | 0.08% | +300+15.0% | Added |
| Susquehanna International Group Ltd. | 2,293 | $550.0K | 0.13% | +2,293 | New |
| Global Retirement Partners, LLC | 2,291 | $549.0K | 0.05% | −45−1.9% | Reduced |
| Doyle Wealth Management | 2,290 | $549.0K | 0.04% | +200+9.6% | Added |
| Equitable Trust Co | 2,281 | $547.0K | 0.03% | −165−6.7% | Reduced |
| Nkcfo LLC | 2,280 | $547.0K | 0.18% | +950+71.4% | Added |
| Mirador Capital Partners LP | 2,258 | $542.0K | 0.12% | −13−0.6% | Reduced |
| Dakota Wealth Management | 2,258 | $542.0K | 0.06% | +2,258 | New |
| Foster Victor Wealth Advisors, LLC | 2,254 | $541.0K | 0.09% | −1,200−34.7% | Reduced |
| Oxbow Advisors, LLC | 2,250 | $540.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 2,240 | $537.0K | 0.35% | −35−1.5% | Reduced |
| McRae Capital Management Inc | 2,235 | $536.0K | 0.12% | +2,235 | New |
| First Citizens Bank & Trust Co | 2,232 | $535.0K | 0.03% | +2,232 | New |
| HITE Hedge Asset Management LLC | 2,227 | $534.0K | 0.07% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,224 | $533.0K | 0.16% | −1,158−34.2% | Reduced |