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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 27 sales; 1,085 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, Q4 2021

Institutional positions in Block, Inc. as of Dec 31, 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
1,368
+12 vs. Q3 2021
Shares held
319.2M
+8.01M (+2.6%) vs. Q3 2021
Total value
$51.6B
−$23.1B (−30.9%) vs. Q3 2021
New holders
255
518 more added
Sold out
243
458 more reduced

28 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,368 institutions
Q1 2021: 1,301 institutionsQ2 2021: 1,356 institutionsQ3 2021: 1,384 institutionsQ4 2021: 1,368 institutionsQ1 2022: 1,251 institutionsQ2 2022: 1,031 institutionsQ3 2022: 973 institutionsQ4 2022: 1,008 institutionsQ1 2023: 997 institutionsQ2 2023: 970 institutionsQ3 2023: 889 institutionsQ4 2023: 1,032 institutionsQ1 2024: 1,071 institutionsQ2 2024: 1,002 institutionsQ3 2024: 990 institutionsQ4 2024: 1,140 institutionsQ1 2025: 1,014 institutionsQ2 2025: 990 institutionsQ3 2025: 1,034 institutionsQ4 2025: 1,031 institutionsQ1 2026: 994 institutionsQ2 2026: 1,085 institutions
Value heldQ4 2021: $51.6B
Q1 2021: $66.1BQ2 2021: $71.9BQ3 2021: $74.8BQ4 2021: $51.6BQ1 2022: $50.0BQ2 2022: $22.8BQ3 2022: $20.1BQ4 2022: $24.2BQ1 2023: $27.2BQ2 2023: $25.4BQ3 2023: $16.5BQ4 2023: $29.7BQ1 2024: $32.5BQ2 2024: $24.9BQ3 2024: $25.8BQ4 2024: $33.9BQ1 2025: $21.8BQ2 2025: $28.1BQ3 2025: $31.5BQ4 2025: $28.3BQ1 2026: $25.8BQ2 2026: $33.6B
Institutions holding XYZ and their total value by quarter
QuarterHoldersValue
Q2 20261,085$33.6B
Q1 2026994$25.8B
Q4 20251,031$28.3B
Q3 20251,034$31.5B
Q2 2025990$28.1B
Q1 20251,014$21.8B
Q4 20241,140$33.9B
Q3 2024990$25.8B
Q2 20241,002$24.9B
Q1 20241,071$32.5B
Q4 20231,032$29.7B
Q3 2023889$16.5B
Q2 2023970$25.4B
Q1 2023997$27.2B
Q4 20221,008$24.2B
Q3 2022973$20.1B
Q2 20221,031$22.8B
Q1 20221,251$50.0B
Q4 20211,368$51.6B
Q3 20211,384$74.8B
Q2 20211,356$71.9B
Q1 20211,301$66.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q3 2021.

Institutions holding XYZ in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Macroview Investment Management LLC3$00.00%00.0%Unchanged
Front Row Advisors LLC1$00.00%00.0%Unchanged
Dark Forest Capital Management LP2$00.00%+2New
Schubert & Co1$00.00%+1New
James Reed Financial Services, Inc.5$00.00%+5New
Enterprise Financial Services Corp7$1.00K0.00%−935−99.3%Reduced
Charter Oak Capital Management, LLC4$1.00K0.00%−11−73.3%Reduced
Moisand Fitzgerald Tamayo, LLC9$1.00K0.00%−4−30.8%Reduced
Delta Asset Management LLC9$1.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC8$1.00K0.00%00.0%Unchanged
Corbenic Partners LLC7$1.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC8$1.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC7$1.00K0.00%00.0%Unchanged
Gs Investments, Inc.4$1.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.6$1.00K0.00%00.0%Unchanged
Optiver Holding B.V.5$1.00K0.00%00.0%Unchanged
Alaethes Wealth LLC6$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.5$1.00K0.00%+5New
Ford Financial Group, LLC9$1.00K0.00%+9New
Robbins Farley LLC5$1.00K0.00%+5New
Curi Capital11$1.00K0.00%+11New
Berkshire Capital Holdings Inc10$2.00K0.00%−124,730−100.0%Reduced
Lake Point Wealth Management12$2.00K0.00%−34−73.9%Reduced
Versant Capital Management, Inc11$2.00K0.00%−25−69.4%Reduced
Advocacy Wealth Management Services, LLC15$2.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC13$2.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.12$2.00K0.00%+2+20.0%Added
Delos Wealth Advisors, LLC10$2.00K0.00%00.0%Unchanged
Rinkey Investments20$2.00K0.00%+20New
Core Alternative Capital13$2.00K0.00%+13New
Citizens National Bank Trust Department15$2.00K0.00%+15New
BCR Wealth Strategies, LLC10$2.00K0.00%+10New
Kessler Investment Group, LLC19$3.00K0.00%−213−91.8%Reduced
Baystate Wealth Management LLC17$3.00K0.00%−25−59.5%Reduced
Duncker Streett & Co Inc20$3.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC24$3.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC21$3.00K0.00%00.0%Unchanged
JJJ Advisors Inc.18$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC17$3.00K0.00%00.0%Unchanged
Clean Yield Group20$3.00K0.00%+12+150.0%Added
Econ Financial Services Corp21$3.00K0.00%+21New
Byrne Asset Management LLC20$3.00K0.00%+20New
C M Bidwell & Associates Ltd23$4.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.26$4.00K0.00%+1+4.0%Added
Edge Wealth Management LLC22$4.00K0.00%+11+100.0%Added
Ritter Daniher Financial Advisory, LLC25$4.00K0.00%+25New
Caption Management, LLC34$5.00K0.00%−9,866−99.7%Reduced
Hexagon Capital Partners LLC30$5.00K0.00%−77−72.0%Reduced
Belmont Capital, LLC34$5.00K0.00%−16−32.0%Reduced
Vigilant Capital Management, LLC32$5.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC32$5.00K0.00%00.0%Unchanged
Costello Asset Management, INC30$5.00K0.00%00.0%Unchanged
Heritage Wealth Advisors29$5.00K0.00%+4+16.0%Added
Glen Eagle Advisors, LLC35$5.65K0.00%−37−51.4%Reduced
Cribstone Capital Management, LLC40$6.00K0.00%00.0%Unchanged
Disciplined Investments, LLC38$6.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.35$6.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC39$6.00K0.00%+13+50.0%Added
Center for Financial Planning, Inc.40$6.00K0.00%+40New
Mach-1 Financial Group, Inc.42$6.00K0.00%+42New
Bivin & Associates, Inc.35$6.00K0.01%+35New
Activest Wealth Management42$7.00K0.00%+42New
Ci Investments Inc.48$8.00K0.00%−216,379−100.0%Reduced
Sofos Investments, Inc.162$8.00K0.00%+162Added
Cypress Capital Management LLC (WY)50$8.00K0.01%00.0%Unchanged
Oakworth Capital, Inc.50$8.00K0.00%+50New
Cedar Wealth Management, LLC52$8.00K0.00%+52New
CVA Family Office, LLC50$8.00K0.00%+50New
Henrickson Nauta Wealth Advisors, Inc.69$8.00K0.01%+69New
Raffa Wealth Management, LLC52$8.40K0.00%00.0%Unchanged
Baldrige Asset Management LLC53$9.00K0.00%−37−41.1%Reduced
Antonetti Capital Management LLC55$9.00K0.01%+5+10.0%Added
McIlrath & Eck, LLC58$9.00K0.00%+40+222.2%Added
Westwood Wealth Management32,865$9.00K0.01%+32,865New
Steward Financial Group LLC60$9.00K0.01%+60New
Endurance Wealth Management, Inc.60$10.0K0.00%−300−83.3%Reduced
JNBA Financial Advisors61$10.0K0.00%−16−20.8%Reduced
Orion Capital Management LLC65$10.0K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC60$10.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC64$10.0K0.01%+25+64.1%Added
Logan Capital Management Inc63$10.0K0.00%+34+117.2%Added
Ravenstone Capital Management Inc.65$10.5K0.01%+65New
Islay Capital Management, LLC70$11.0K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC69$11.0K0.00%+19+38.0%Added
SRS Capital Advisors, Inc.70$11.0K0.00%+46+191.7%Added
Caldwell Trust Co69$11.1K0.00%00.0%Unchanged
Global Trust Asset Management, LLC75$12.0K0.00%+75New
Elmwood Wealth Management, Inc.75$12.0K0.01%+75New
Arlington Partners LLC78$13.0K0.00%−59−43.1%Reduced
Lumature Wealth Partners, LLC80$13.0K0.01%00.0%Unchanged
Trust Co of Vermont80$13.0K0.00%+80New
HBC Financial Services, PLLC237$14.0K0.01%+102+75.6%Added
Loomis Sayles & Co L P84$14.0K0.00%−11−11.6%Reduced
Agf Investments Inc.85$14.0K0.00%+30+54.5%Added
Dixon Hughes Goodman Wealth Advisors LLC86$14.0K0.00%+86New
Bell Investment Advisors, Inc91$15.0K0.00%−33−26.6%Reduced
Quent Capital, LLC92$15.0K0.00%+92New
Archer Investment Corp97$15.7K0.01%−17−14.9%Reduced
Parkside Financial Bank & Trust101$16.0K0.00%−310−75.4%Reduced
Plante Moran Financial Advisors, LLC100$16.0K0.00%−29−22.5%Reduced