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 |
|---|---|---|---|---|---|
| Pacitti Group Inc. | 1,449 | $234.0K | 0.15% | +28+2.0% | Added |
| 4J Wealth Management LLC | 1,450 | $234.0K | 0.20% | +47+3.3% | Added |
| HM Payson & Co | 1,449 | $234.0K | 0.01% | +374+34.8% | Added |
| Indie Asset Partners, LLC | 1,455 | $235.0K | 0.17% | −25−1.7% | Reduced |
| NexWave Capital Partners LLC | 1,454 | $235.0K | 0.54% | +1,454 | New |
| Capital Wealth Alliance, LLC | 1,462 | $236.0K | 0.14% | −1,409−49.1% | Reduced |
| Tradition Wealth Management, LLC | 1,460 | $236.0K | 0.03% | −199−12.0% | Reduced |
| Argent Trust Co | 1,462 | $236.0K | 0.01% | +1,462 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,470 | $237.0K | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,466 | $237.0K | 0.00% | +10+0.7% | Added |
| Calton & Associates, Inc. | 1,478 | $238.0K | 0.06% | −597−28.8% | Reduced |
| Investmark Advisory Group LLC | 1,477 | $238.0K | 0.22% | +1,477 | New |
| Jacobi Capital Management LLC | 1,482 | $239.0K | 0.03% | +267+22.0% | Added |
| StrongBox Wealth, LLC | 1,480 | $239.0K | 0.12% | +1,480 | New |
| Morris Retirement Advisors, LLC | 1,485 | $240.0K | 0.19% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,483 | $240.0K | 0.00% | +612+70.3% | Added |
| Adell Harriman & Carpenter Inc | 1,491 | $240.8K | 0.02% | −544−26.7% | Reduced |
| Hayden Royal, LLC | 1,492 | $241.0K | 0.56% | +37+2.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,500 | $242.0K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,500 | $242.3K | 0.06% | −300−16.7% | Reduced |
| Executive Wealth Group LLC | 1,500 | $242.3K | 0.15% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,505 | $243.0K | 0.02% | −26,680−94.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,504 | $243.0K | 0.02% | +199+15.2% | Added |
| MBB Public Markets I LLC | 1,516 | $245.0K | 0.00% | +1,516 | New |
| ACG Wealth | 1,525 | $246.0K | 0.03% | −643−29.7% | Reduced |
| First Heartland Consultants, Inc. | 1,526 | $246.0K | 0.03% | −20−1.3% | Reduced |
| Biltmore Capital Advisors LLC | 1,523 | $246.0K | 0.04% | +147+10.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,538 | $248.0K | 0.02% | +125+8.8% | Added |
| PFG Advisors | 1,536 | $248.0K | 0.02% | +237+18.2% | Added |
| CPWM, LLC | 1,036 | $248.0K | 0.02% | 00.0% | Unchanged |
| HYA Advisors, Inc | 1,535 | $248.0K | 0.09% | +1,535 | New |
| RMR Wealth Builders | 1,543 | $249.0K | 0.07% | −2,331−60.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,544 | $249.0K | 0.18% | −425−21.6% | Reduced |
| Zions Bancorporation, N.A. | 1,557 | $251.0K | 0.02% | −179−10.3% | Reduced |
| Sumitomo Life Insurance Co | 1,555 | $251.0K | 0.01% | +1,555 | New |
| Howard Capital Management Group, LLC | 1,558 | $252.0K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,559 | $252.0K | 0.06% | +588+60.6% | Added |
| Barings LLC | 1,571 | $253.0K | 0.01% | −220−12.3% | Reduced |
| Beaton Management Co. Inc. | 1,575 | $254.0K | 0.15% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,579 | $255.0K | 0.02% | +180+12.9% | Added |
| Vigilare Wealth Management | 1,577 | $255.0K | 0.15% | +1,577 | New |
| Ropes Wealth Advisors LLC | 1,583 | $256.0K | 0.05% | −51−3.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 1,591 | $257.0K | 0.08% | −196−11.0% | Reduced |
| LGT Fund Management Co Ltd. | 1,600 | $258.0K | 0.07% | +1,600 | New |
| Oak Thistle LLC | 1,604 | $259.0K | 0.20% | +1,604 | New |
| Pictet North America Advisors SA | 1,611 | $260.0K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,611 | $260.0K | 0.07% | +1,611 | New |
| Mendel Capital Management LLC | 1,612 | $260.0K | 0.24% | +1,612 | New |
| Hudock, Inc. | 1,616 | $261.0K | 0.07% | −133−7.6% | Reduced |
| Nations Financial Group Inc, | 1,631 | $263.0K | 0.03% | −1,155−41.5% | Reduced |
| Capital Asset Advisory Services LLC | 1,631 | $263.0K | 0.03% | −439−21.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,631 | $263.0K | 0.03% | −433−21.0% | Reduced |
| Bradley Foster & Sargent Inc | 1,628 | $263.0K | 0.01% | +1,628 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,626 | $263.0K | 0.10% | +1,626 | New |
| Means Investment Co., Inc. | 1,638 | $265.0K | 0.05% | −362−18.1% | Reduced |
| Arrow Financial Corp | 1,641 | $265.0K | 0.03% | +552+50.7% | Added |
| Zuckerman Investment Group, LLC | 1,655 | $267.0K | 0.04% | 00.0% | Unchanged |
| SFE Investment Counsel | 1,662 | $268.0K | 0.07% | +50+3.1% | Added |
| Afg Fiduciary Services Limited Partnership | 1,663 | $269.0K | 0.19% | +1,663 | New |
| Clark Capital Management Group, Inc. | 1,673 | $270.0K | 0.00% | −26−1.5% | Reduced |
| Journey Advisory Group, LLC | 1,669 | $270.0K | 0.07% | +1,669 | New |
| Capital Investment Advisors, LLC | 1,693 | $273.0K | 0.01% | −36−2.1% | Reduced |
| Sheets Smith Wealth Management | 1,719 | $278.0K | 0.03% | −1,187−40.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,723 | $278.0K | 0.03% | −258−13.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,556 | $278.0K | 0.12% | +2,556 | New |
| Evolution Wealth Advisors, LLC | 1,727 | $279.0K | 0.05% | −317−15.5% | Reduced |
| Pacific Global Investment Management CO | 1,728 | $279.0K | 0.05% | −50−2.8% | Reduced |
| Encompass Wealth Advisors, LLC | 1,734 | $280.0K | 0.07% | +115+7.1% | Added |
| DB Fitzpatrick & Co, Inc | 1,745 | $282.0K | 0.26% | +1,745 | New |
| Financial Perspectives, Inc | 1,749 | $282.5K | 0.13% | −30−1.7% | Reduced |
| Chatham Capital Group, Inc. | 1,752 | $283.0K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 1,758 | $284.0K | 0.00% | −135−7.1% | Reduced |
| Comerica Securities,inc. | 1,761 | $284.0K | 0.02% | +70+4.1% | Added |
| LVZ Advisors, Inc. | 1,759 | $284.0K | 0.04% | +150+9.3% | Added |
| Colony Group LLC | 1,760 | $284.0K | 0.00% | +162+10.1% | Added |
| Prestige Wealth Management Group LLC | 1,759 | $284.0K | 0.07% | +649+58.5% | Added |
| Private Capital Group, LLC | 1,767 | $285.0K | 0.06% | −146−7.6% | Reduced |
| Solstein Capital, LLC | 1,778 | $287.0K | 0.17% | −416−19.0% | Reduced |
| IVC Wealth Advisors LLC | 1,779 | $287.0K | 0.18% | +295+19.9% | Added |
| Intersect Capital LLC | 1,791 | $289.0K | 0.05% | −792−30.7% | Reduced |
| Advisors Capital Management, LLC | 1,796 | $290.0K | 0.01% | +100+5.9% | Added |
| Sound View Wealth Advisors Group, LLC | 1,798 | $290.0K | 0.05% | +132+7.9% | Added |
| Moser Wealth Advisors, LLC | 1,797 | $290.0K | 0.18% | +250+16.2% | Added |
| Acropolis Investment Management, LLC | 1,811 | $292.0K | 0.03% | +27+1.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,771 | $292.0K | 0.01% | +1,071+153.0% | Added |
| Fort Point Capital Partners LLC | 1,831 | $296.0K | 0.04% | +831+83.1% | Added |
| New York Life Investments Alternatives | 1,832 | $296.0K | 0.20% | +1,832 | New |
| Brighton Jones LLC | 1,837 | $297.0K | 0.01% | −1,427−43.7% | Reduced |
| Ellevest, Inc. | 1,843 | $298.0K | 0.03% | −186−9.2% | Reduced |
| Bleichroeder LP | 1,850 | $299.0K | 0.05% | +1,850 | New |
| Sierra Capital LLC | 1,860 | $300.0K | 0.04% | +710+61.7% | Added |
| Oder Investment Management, LLC | 1,870 | $302.0K | 0.43% | −149−7.4% | Reduced |
| Sandbox Financial Partners, LLC | 1,875 | $303.0K | 0.19% | −44−2.3% | Reduced |
| NovaPoint Capital, LLC | 1,882 | $304.0K | 0.11% | +490+35.2% | Added |
| Gamco Investors, Inc. Et Al | 1,880 | $304.0K | 0.00% | +1,880 | New |
| Sand Hill Global Advisors, LLC | 1,894 | $306.0K | 0.02% | −500−20.9% | Reduced |
| EP Wealth Advisors, LLC | 1,896 | $306.0K | 0.01% | +300+18.8% | Added |
| Neville Rodie & Shaw Inc | 1,910 | $308.0K | 0.02% | −550−22.4% | Reduced |
| WealthPLAN Partners, LLC | 2,520 | $308.0K | 0.02% | +64+2.6% | Added |
| Gsa Capital Partners LLP | 1,908 | $308.0K | 0.04% | +242+14.5% | Added |