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Livermore
Livermore
ZHEN

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, 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: 1,086 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 20261,086$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
Cornerstone Advisory, LLC1,914$309.0K0.04%+944+97.3%Added
Wharton Business Group, LLC1,923$311.0K0.02%+1,923New
Greytown Advisors Inc.1,929$312.0K0.13%−66−3.3%Reduced
Altman Advisors, Inc.2,661$314.0K0.19%−3,745−58.5%Reduced
Oarsman Capital, Inc.1,953$315.0K0.12%+134+7.4%Added
ProShare Advisors LLC1,969$318.0K0.00%+265+15.6%Added
XTX Topco Ltd1,974$319.0K0.18%+1,974New
Tatro Capital, LLC1,986$321.0K0.23%+1,986New
Revolve Wealth Partners, LLC1,987$321.0K0.09%+1,987New
Willow Creek Wealth Management Inc.1,992$322.0K0.07%−35−1.7%Reduced
Codex Capital, L.L.C.2,000$322.0K0.17%00.0%Unchanged
Epiq Partners, LLC2,000$323.0K0.17%−500−20.0%Reduced
Highview Capital Management LLC2,000$323.0K0.21%+2,000New
Archetype Wealth Partners2,011$325.0K0.10%+11+0.5%Added
Mayflower Financial Advisors, LLC2,021$326.0K0.04%−72−3.4%Reduced
Segall Bryant & Hamill, LLC2,020$326.0K0.00%00.0%Unchanged
Visionary Wealth Advisors2,026$327.0K0.03%+282+16.2%Added
Sunbelt Securities, Inc.3,209$328.0K0.05%−1,825−36.3%Reduced
Clarius Group, LLC2,039$329.0K0.03%−3−0.1%Reduced
American Trust2,036$329.0K0.03%+2,036New
Summit Financial, LLC2,038$329.2K0.03%+312+18.1%Added
Dowling & Yahnke LLC2,047$331.0K0.02%+70+3.5%Added
Cypress Wealth Services, LLC2,055$332.0K0.09%−169−7.6%Reduced
TrinityPoint Wealth, LLC2,069$334.0K0.06%00.0%Unchanged
Stonnington Group, LLC2,255$335.0K0.07%−6,935−75.5%Reduced
Sequoia Financial Advisors, LLC2,073$335.0K0.01%+2,073New
Wealth Management Associates, Inc.2,096$338.5K0.18%+72+3.6%Added
Oak Grove Capital LLC2,110$341.0K0.07%−50−2.3%Reduced
GraniteShares Advisors LLC2,113$341.0K0.16%+2,113New
Focused Wealth Management, Inc2,123$343.0K0.05%+25+1.2%Added
Prio Wealth Limited Partnership2,139$345.0K0.01%+9+0.4%Added
Cherrydale Wealth Management, LLC2,134$345.0K0.26%+2,134New
Finivi Inc.2,137$345.1K0.36%+2,137New
Mather Group, LLC.2,143$346.0K0.01%+2,143New
United Maritime Capital LLC2,150$347.0K0.40%00.0%Unchanged
Paragon Advisors, LLC2,163$349.0K0.17%−4,714−68.5%Reduced
Guerra Pan Advisors, LLC2,159$349.0K0.35%+2,159New
Cardiff Park Advisors, LLC2,169$350.0K0.05%+2,169New
Derbend Asset Management2,174$351.0K0.34%−450−17.1%Reduced
Anchor Investment Management, LLC2,176$351.4K0.04%+840+62.9%Added
Wealth Management Partners, LLC2,000$354.0K0.24%+524+35.5%Added
Silvercrest Asset Management Group LLC2,215$358.0K0.00%−913−29.2%Reduced
Baltimore-Washington Financial Advisors, Inc.2,222$358.0K0.03%+840+60.8%Added
Pitti Group Wealth Management, LLC2,214$358.0K0.40%+2,214New
Spearhead Capital Advisors, LLC2,222$359.0K0.04%+184+9.0%Added
Delta Accumulation, LLC2,225$359.0K8.29%+2,225New
HITE Hedge Asset Management LLC2,227$360.0K0.04%00.0%Unchanged
Segment Wealth Management, LLC2,232$360.0K0.04%+2,232New
Accel Wealth Management2,240$362.0K0.18%00.0%Unchanged
Oxbow Advisors, LLC2,250$363.0K0.03%00.0%Unchanged
McRae Capital Management Inc2,270$367.0K0.08%+35+1.6%Added
Equitable Trust Co2,281$368.0K0.02%00.0%Unchanged
Doyle Wealth Management2,290$370.0K0.03%00.0%Unchanged
Essex Financial Services, Inc.2,320$375.0K0.04%−1,271−35.4%Reduced
IFG Advisory, LLC2,336$377.0K0.04%+793+51.4%Added
Avantax Planning Partners, Inc.2,341$378.0K0.02%+138+6.3%Added
Bard Financial Services, Inc.2,355$380.0K0.03%00.0%Unchanged
Shay Capital LLC2,353$380.0K0.14%+1,762+298.1%Added
Profund Advisors LLC2,360$381.0K0.01%−351−12.9%Reduced
PAX Financial Group, LLC2,357$381.0K0.09%+365+18.3%Added
Advisory Resource Group3,116$381.0K0.13%+1,574+102.1%Added
Mass Ave Global Inc.2,363$382.0K0.20%+2,363New
Claro Advisors LLC2,392$386.0K0.14%+714+42.6%Added
Keudell/Morrison Wealth Management2,390$386.0K0.15%+2,390New
Cornerstone Wealth Group, LLC2,394$387.0K0.07%−37−1.5%Reduced
CRA Financial Services, LLC2,415$390.0K0.12%+30+1.3%Added
Vivid Financial Management, Inc.2,412$390.0K0.15%+343+16.6%Added
Kozak & Associates, Inc.3,607$393.0K0.25%+436+13.7%Added
Clear Perspective Advisors, LLC2,434$393.0K0.12%−148−5.7%Reduced
Procyon Private Wealth Partners, LLC2,441$394.0K0.08%−129−5.0%Reduced
One Capital Management, LLC2,441$394.0K0.03%+2,441New
Koshinski Asset Management, Inc.2,445$394.9K0.03%−103−4.0%Reduced
Van Leeuwen & Company, LLC2,446$395.0K0.22%−2,200−47.4%Reduced
Regatta Capital Group, LLC2,444$395.0K0.14%+2,444New
Venture Visionary Partners LLC2,453$396.0K0.03%+135+5.8%Added
Arlington Financial Advisors, LLC2,452$396.0K0.13%+1,052+75.1%Added
Alta Wealth Advisors LLC2,453$396.0K0.24%+2,453New
Vahanian & Associates Financial Planning Inc.2,451$396.0K0.32%+2,451New
Lake Street Financial LLC2,457$397.0K0.07%+374+18.0%Added
Corsicana & Co.2,460$397.0K0.24%+2,460New
Howland Capital Management LLC2,470$399.0K0.02%+10+0.4%Added
First Citizens Bank & Trust Co2,480$400.0K0.02%+248+11.1%Added
Clear Creek Financial Management, LLC2,480$401.0K0.06%+1,248+101.3%Added
Caerus Investment Advisors, LLC2,480$401.0K0.46%+2,480New
Mirador Capital Partners LP2,496$403.0K0.08%+238+10.5%Added
Pittenger & Anderson Inc2,511$406.0K0.02%−659−20.8%Reduced
Asset Dedication, LLC2,546$412.0K0.05%−250−8.9%Reduced
Wolff Wiese Magana LLC2,551$412.0K0.27%+88+3.6%Added
Michael B. Yongue2,557$413.0K0.28%+2,557New
Carson Advisory Inc.2,560$413.0K0.42%+2,560New
Tyler-Stone Wealth Management2,558$413.0K0.22%+2,558New
BTC Capital Management, Inc.2,577$414.0K0.04%+737+40.1%Added
JGP Wealth Management, LLC2,885$414.0K0.08%+1,983+219.8%Added
Sentinel Trust Co Lba2,576$416.0K0.05%+2,576New
Catalyst Private Wealth, LLC2,602$420.0K0.18%−105−3.9%Reduced
TRUE Private Wealth Advisors2,602$420.0K0.06%+418+19.1%Added
Lineweaver Wealth Advisors, LLC2,602$420.0K0.12%+699+36.7%Added
CWA Asset Management Group, LLC2,609$421.0K0.03%−300−10.3%Reduced
Crossmark Global Holdings, Inc.2,615$422.0K0.01%−50−1.9%Reduced
Lido Advisors, LLC2,629$424.0K0.01%−5,036−65.7%Reduced