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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
JCSD Capital, LLC100$16.0K0.02%00.0%Unchanged
Community Bank, N.A.100$16.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA100$16.0K0.01%00.0%Unchanged
Chilton Capital Management LLC100$16.0K0.00%+100New
Hanson & Doremus Investment Management100$16.0K0.00%+100New
High Net Worth Advisory Group LLC100$16.0K0.01%+100New
Hantz Financial Services, Inc.104$17.0K0.00%00.0%Unchanged
Blume Capital Management, Inc.106$17.0K0.01%00.0%Unchanged
Hoertkorn Richard Charles102$17.0K0.01%00.0%Unchanged
Retirement Group, LLC104$17.0K0.01%+4+4.0%Added
Coastal Capital Group, Inc.111$18.0K0.00%+58+109.4%Added
Blue Bell Private Wealth Management, LLC110$18.0K0.00%+110New
TCI Wealth Advisors, Inc.122$20.0K0.00%−88−41.9%Reduced
Kelly Financial Services LLC130$21.0K0.01%+20+18.2%Added
Kayne Anderson Rudnick Investment Management LLC130$21.0K0.00%−231,344−99.9%Reduced
Zullo Investment Group, Inc.130$21.0K0.01%+130New
TFC Financial Management141$23.0K0.01%−22−13.5%Reduced
Clearview Wealth Advisors LLC141$23.0K0.01%+18+14.6%Added
Winch Advisory Services, LLC150$24.0K0.01%+21+16.3%Added
Farmers & Merchants Investments Inc150$24.0K0.00%+91+154.2%Added
Cassady Schiller Wealth Management, LLC151$24.0K0.01%+151New
Gould Capital, LLC150$24.0K0.02%+150New
Global Financial Private Client, LLC150$24.2K0.01%00.0%Unchanged
Pflug Koory, LLC157$25.0K0.01%00.0%Unchanged
Atlantic Trust, LLC153$25.0K0.01%+79+106.8%Added
RE Dickinson Investment Advisors, LLC154$25.0K0.02%+154New
City State Bank157$25.0K0.02%+157New
Toth Financial Advisory Corp162$26.0K0.00%−10−5.8%Reduced
Addison Advisors LLC165$27.0K0.02%+165New
Tradewinds Capital Management, LLC175$28.0K0.00%−20−10.3%Reduced
Jones Financial Companies LLLP171$28.0K0.00%+32+23.0%Added
Beaird Harris Wealth Management, LLC175$28.0K0.01%+175New
BerganKDV Wealth Management, LLC179$29.0K0.00%00.0%Unchanged
Canton Hathaway, LLC180$29.0K0.01%00.0%Unchanged
Key Financial Inc177$29.0K0.01%00.0%Unchanged
Baron Financial Group, LLC180$29.1K0.02%00.0%Unchanged
Earnest Partners LLC186$30.0K0.00%00.0%Unchanged
Horizon Financial Services, LLC190$30.7K0.02%+40+26.7%Added
Evoke Wealth, LLC195$31.0K0.00%−300−60.6%Reduced
Avion Wealth190$31.0K0.01%00.0%Unchanged
Independence Bank of Kentucky195$31.0K0.01%+175+875.0%Added
Gemmer Asset Management LLC200$32.0K0.00%−20−9.1%Reduced
Country Trust Bank200$32.0K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.274$32.0K0.02%+274New
Simon Quick Advisors, LLC203$33.0K0.01%−40−16.5%Reduced
PrairieView Partners, LLC202$33.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC213$34.0K0.00%+9+4.4%Added
Missouri Trust & Investment Co218$35.0K0.02%+218New
Stonebridge Financial Planning Group, LLC330$36.0K0.02%−100−23.3%Reduced
Brewin Dolphin Wealth Management Ltd220$36.0K0.00%+45+25.7%Added
Itau Unibanco Holding S.A.219$36.0K0.00%+219New
Paragon Capital Management Ltd221$36.0K0.01%+221New
Princeton Global Asset Management LLC224$36.0K0.01%+224New
Albion Financial Group226$37.0K0.00%00.0%Unchanged
Capital Analysts, LLC226$37.0K0.00%00.0%Unchanged
Cohen & Steers, Inc.228$37.0K0.00%+228New
South State Corp.241$39.0K0.00%+6+2.6%Added
Industrial Alliance Investment Management Inc.241$39.0K0.00%+241New
Montag A & Associates Inc255$41.0K0.00%−737−74.3%Reduced
Sound Income Strategies, LLC251$41.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC260$42.0K0.00%−375−59.1%Reduced
Resources Management Corp260$42.0K0.01%00.0%Unchanged
Masso Torrence Wealth Management Inc.260$42.0K0.03%+260New
TSFG, LLC264$43.0K0.01%−780−74.7%Reduced
Sargent Bickham Lagudis LLC268$43.0K0.00%+25+10.3%Added
Valley National Advisers Inc267$43.0K0.01%+36+15.6%Added
SOA Wealth Advisors, LLC.278$45.0K0.01%−340−55.0%Reduced
Whittier Trust Co283$46.0K0.00%−385−57.6%Reduced
Webster Bank, N. A.290$47.0K0.00%+30+11.5%Added
FourThought Financial, LLC290$47.0K0.01%+78+36.8%Added
Resolute Partners Group296$48.0K0.00%−1,150−79.5%Reduced
North Star Investment Management Corp.303$49.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.318$51.0K0.02%+318New
Sutton Wealth Advisors Inc.317$51.2K0.02%+10+3.3%Added
Bedel Financial Consulting, Inc.324$52.0K0.02%−25−7.2%Reduced
Amplius Wealth Advisors, LLC323$52.0K0.01%+323New
Gleason Group, Inc.335$54.0K0.02%−20−5.6%Reduced
Monolith Advisors335$54.0K0.04%+335New
Bogart Wealth, LLC343$55.0K0.00%−2−0.6%Reduced
Trustcore Financial Services, LLC355$57.0K0.01%−2,016−85.0%Reduced
Enterprise Trust & Investment Co350$57.0K0.02%00.0%Unchanged
Pacer Advisors, Inc.351$57.0K0.00%+105+42.7%Added
Selective Wealth Management, Inc.350$57.0K0.02%+200+133.3%Added
Centerpoint Advisors, LLC360$58.0K0.03%−700−66.0%Reduced
JFS Wealth Advisors, LLC365$59.0K0.01%+6+1.7%Added
Baldwin Brothers Inc373$60.0K0.01%−150−28.7%Reduced
Carolinas Wealth Consulting LLC373$60.0K0.01%−4−1.1%Reduced
Private Ocean, LLC390$63.0K0.01%00.0%Unchanged
Wagner Wealth Management, LLC391$63.0K0.05%+30+8.3%Added
Smithfield Trust Co382$63.0K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.400$65.0K0.04%00.0%Unchanged
Water Island Capital LLC400$65.0K0.00%+400New
Mark Sheptoff Financial Planning, LLC435$70.0K0.03%00.0%Unchanged
Hall Laurie J Trustee440$71.0K0.03%00.0%Unchanged
Rockbridge Investment Management, LCC448$72.0K0.01%+320+250.0%Added
Howe & Rusling Inc445$72.0K0.01%+445New
KB Financial Partners, LLC446$72.0K0.02%+446New
Mystic Asset Management, Inc.455$73.0K0.03%+455New
RE Advisers Corp466$75.0K0.00%+111+31.3%Added
TAP Consulting, LLC471$76.0K0.02%+471New