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; 1,086 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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ahrens Investment Partners LLC | 474 | $77.0K | 0.03% | +474 | New |
| Benjamin Edwards Inc | 483 | $78.0K | 0.03% | +223+85.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 491 | $79.0K | 0.01% | +30+6.5% | Added |
| FinTrust Capital Advisors, LLC | 503 | $81.0K | 0.02% | −2,409−82.7% | Reduced |
| Magnolia Capital Management Ltd | 500 | $81.0K | 0.06% | +500 | New |
| MUFG Americas Holdings Corp | 517 | $84.0K | 0.00% | +451+683.3% | Added |
| Covestor Ltd | 518 | $84.0K | 0.12% | +518 | New |
| Optimum Investment Advisors | 572 | $92.0K | 0.04% | −100−14.9% | Reduced |
| Massmutual Trust Co FSB | 567 | $92.0K | 0.00% | −100−15.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 573 | $93.0K | 0.05% | +573 | New |
| Fieldpoint Private Securities, LLC | 584 | $94.0K | 0.02% | −290−33.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 583 | $94.0K | 0.05% | +583 | New |
| Institutional & Family Asset Management, LLC | 594 | $96.0K | 0.02% | −259−30.4% | Reduced |
| Signet Financial Management, LLC | 639 | $103.0K | 0.02% | +639 | New |
| Twin Lakes Capital Management, LLC | 679 | $110.0K | 0.06% | −44−6.1% | Reduced |
| EMC Capital Management | 700 | $113.0K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 700 | $113.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 776 | $125.0K | 0.02% | −316−28.9% | Reduced |
| AIA Group Ltd | 786 | $127.0K | 0.01% | −1,527−66.0% | Reduced |
| Emfo, LLC | 800 | $129.0K | 0.11% | 00.0% | Unchanged |
| Hoey Investments, Inc | 804 | $130.0K | 0.03% | −6,666−89.2% | Reduced |
| Future Financial Wealth Managment LLC | 800 | $131.0K | 0.10% | +800 | New |
| Larson Financial Group LLC | 823 | $133.0K | 0.02% | −941−53.3% | Reduced |
| Carroll Financial Associates, Inc. | 793 | $133.0K | 0.01% | +218+37.9% | Added |
| State of Wyoming | 835 | $135.0K | 0.06% | −28−3.2% | Reduced |
| Stephens Investment Management Group LLC | 856 | $138.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 865 | $140.0K | 0.00% | −536−38.3% | Reduced |
| Sandy Spring Bank | 877 | $142.0K | 0.01% | +524+148.4% | Added |
| Washington Trust Advisors, Inc. | 884 | $143.0K | 0.01% | +884 | New |
| Westside Investment Management, Inc. | 897 | $144.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 900 | $145.4K | 0.12% | +900 | New |
| Capital Advisors, Ltd. LLC | 906 | $146.0K | 0.02% | +6+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 913 | $147.0K | 0.00% | +20+2.2% | Added |
| Eagle Bay Advisors LLC | 914 | $148.0K | 0.10% | +568+164.2% | Added |
| Meeder Asset Management Inc | 924 | $149.0K | 0.01% | +65+7.6% | Added |
| Castleview Partners, LLC | 24,226 | $150.0K | 0.00% | +24,226 | New |
| Quadrant Capital Group LLC | 934 | $151.0K | 0.02% | −608−39.4% | Reduced |
| Glassman Wealth Services | 947 | $153.0K | 0.03% | −68−6.7% | Reduced |
| Advanced Research Investment Solutions, LLC | 1,000 | $161.0K | 0.06% | +1,000 | New |
| Crewe Advisors LLC | 1,000 | $162.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,004 | $162.0K | 0.07% | +904+904.0% | Added |
| Morton Brown Family Wealth, LLC | 1,000 | $162.0K | 0.12% | +1,000 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $164.0K | 0.09% | +100+11.0% | Added |
| Proequities, Inc. | 1,023 | $165.0K | 0.01% | +191+23.0% | Added |
| Okabena Investment Services Inc | 1,028 | $166.0K | 0.06% | −2,873−73.6% | Reduced |
| CoreCap Advisors, LLC | 1,037 | $167.0K | 0.01% | +1,037 | New |
| Brewin Dolphin Ltd | 1,104 | $178.0K | 0.01% | −9,403−89.5% | Reduced |
| Commons Capital, LLC | 1,130 | $183.0K | 0.18% | +1,130 | New |
| HHM Wealth Advisors, LLC | 1,148 | $185.0K | 0.04% | +7+0.6% | Added |
| Ritholtz Wealth Management | 1,152 | $186.0K | 0.01% | −837−42.1% | Reduced |
| Cambridge Trust Co | 1,155 | $186.0K | 0.01% | +1,155 | New |
| Atticus Wealth Management, LLC | 1,182 | $191.0K | 0.07% | +100+9.2% | Added |
| O'Dell Group, LLC | 1,207 | $195.0K | 0.06% | +14+1.2% | Added |
| Washington Trust Co | 1,220 | $197.0K | 0.01% | +180+17.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,240 | $199.0K | 0.02% | +1,240 | New |
| Summit Financial Wealth Advisors, LLC | 1,280 | $200.0K | 0.04% | −20−1.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,739 | $201.0K | 0.08% | −705−28.8% | Reduced |
| Forum Financial Management, LP | 1,246 | $201.0K | 0.01% | +1,246 | New |
| Ballentine Partners, LLC | 1,255 | $202.0K | 0.01% | −235−15.8% | Reduced |
| AMG National Trust Bank | 1,253 | $202.0K | 0.01% | −10−0.8% | Reduced |
| Concord Wealth Partners | 1,249 | $202.0K | 0.05% | +846+209.9% | Added |
| Financial Management Network Inc | 1,296 | $203.0K | 0.09% | +149+13.0% | Added |
| BSW Wealth Partners | 1,262 | $204.0K | 0.05% | −85−6.3% | Reduced |
| American National Bank | 1,262 | $204.0K | 0.04% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,263 | $204.0K | 0.04% | +1,263 | New |
| Lindbrook Capital, LLC | 1,267 | $205.0K | 0.03% | −26−2.0% | Reduced |
| Summit Trail Advisors, LLC | 1,268 | $205.0K | 0.01% | +109+9.4% | Added |
| JB Capital LLC | 1,271 | $205.3K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,286 | $208.0K | 0.03% | +168+15.0% | Added |
| Johnson Investment Counsel Inc | 1,286 | $208.0K | 0.00% | +186+16.9% | Added |
| Desjardins Global Asset Management Inc. | 1,299 | $209.0K | 0.02% | +1,299 | New |
| Kings Point Capital Management | 1,298 | $210.0K | 0.02% | −20−1.5% | Reduced |
| Amussen Hunsaker Associates LLC | 1,344 | $210.0K | 0.05% | +154+12.9% | Added |
| Bordeaux Wealth Advisors LLC | 1,298 | $210.0K | 0.10% | +117+9.9% | Added |
| Evermay Wealth Management LLC | 1,312 | $212.0K | 0.04% | +1,045+391.4% | Added |
| Level Four Advisory Services, LLC | 1,324 | $214.0K | 0.02% | +1,324 | New |
| Papp L Roy & Associates | 1,338 | $216.0K | 0.02% | +18+1.4% | Added |
| Magnus Financial Group LLC | 1,346 | $217.0K | 0.04% | −660−32.9% | Reduced |
| Allworth Financial LP | 1,344 | $217.0K | 0.00% | +84+6.7% | Added |
| Claret Asset Management Corp | 1,358 | $219.0K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,361 | $219.0K | 0.07% | +1,361 | New |
| First Horizon Advisors, Inc. | 1,364 | $220.0K | 0.01% | +136+11.1% | Added |
| Regions Financial Corp | 1,373 | $221.0K | 0.00% | −268−16.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,366 | $221.0K | 0.07% | +106+8.4% | Added |
| Boothbay Fund Management, LLC | 1,373 | $222.0K | 0.01% | −9,925−87.8% | Reduced |
| Primoris Wealth Advisors, LLC | 1,375 | $222.0K | 0.18% | +1,375 | New |
| Stratos Wealth Advisors, LLC | 1,383 | $223.0K | 0.02% | −1,782−56.3% | Reduced |
| Professional Financial Advisors, LLC | 1,384 | $224.0K | 0.10% | +224+19.3% | Added |
| Cooper Financial Group | 1,391 | $225.0K | 0.08% | −100−6.7% | Reduced |
| Rice Partnership, LLC | 1,394 | $225.0K | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,396 | $225.0K | 0.13% | +1,396 | New |
| Guardian Wealth Advisors, LLC | 1,393 | $225.0K | 0.10% | +1,393 | New |
| Marathon Trading Investment Management LLC | 1,400 | $226.0K | 0.09% | +1,400 | New |
| Eagle Strategies LLC | 1,400 | $226.0K | 0.09% | +1,400 | New |
| Accurate Wealth Management, LLC | 1,073 | $228.0K | 0.19% | −7−0.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,390 | $229.0K | 0.04% | −1,562−52.9% | Reduced |
| Krilogy Financial LLC | 1,425 | $230.0K | 0.02% | −236−14.2% | Reduced |
| Nwam LLC | 1,438 | $232.0K | 0.02% | +79+5.8% | Added |
| Keel Point, LLC | 1,449 | $234.0K | 0.03% | −31−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,450 | $234.0K | 0.01% | 00.0% | Unchanged |