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.
| 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 |
|---|---|---|---|---|---|
| Partners Group Holding AG | 2,633 | $425.0K | 0.02% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,665 | $429.0K | 0.33% | +2,665 | New |
| Rosenberg Matthew Hamilton | 2,661 | $430.0K | 0.15% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,678 | $433.0K | 0.10% | +203+8.2% | Added |
| Tortoise Index Solutions, LLC | 2,693 | $435.0K | 0.10% | +253+10.4% | Added |
| EPIQ Capital Group, LLC | 2,701 | $436.0K | 0.08% | 00.0% | Unchanged |
| Arnhold LLC | 2,707 | $437.0K | 0.05% | +56+2.1% | Added |
| Stonegate Investment Group, LLC | 2,710 | $438.0K | 0.02% | +2,710 | New |
| Panagora Asset Management Inc | 2,718 | $439.0K | 0.00% | −2,699−49.8% | Reduced |
| Engine No. 1 LLC | 2,732 | $441.0K | 0.09% | −66,926−96.1% | Reduced |
| First Manhattan Co | 2,746 | $443.0K | 0.00% | −6,173−69.2% | Reduced |
| Financial Architects, Inc | 2,745 | $443.0K | 0.06% | +5+0.2% | Added |
| ASB Consultores, LLC | 2,758 | $445.0K | 0.22% | +2,758 | New |
| Northern Oak Wealth Management Inc | 2,773 | $448.0K | 0.05% | −3,186−53.5% | Reduced |
| Alpha Square Group S, LLC | 2,800 | $452.0K | 0.09% | +2,800 | New |
| Laidlaw Wealth Management LLC | 2,826 | $456.0K | 0.07% | −392−12.2% | Reduced |
| Precision Wealth Strategies, LLC | 2,830 | $457.0K | 0.33% | +1,354+91.7% | Added |
| Fukoku Mutual Life Insurance Co | 2,850 | $460.0K | 0.03% | −810−22.1% | Reduced |
| Cigna Investments Inc | 2,890 | $467.0K | 0.04% | −23−0.8% | Reduced |
| Howard Wealth Management, LLC | 2,908 | $469.0K | 0.25% | −104−3.5% | Reduced |
| Transcend Wealth Collective, LLC | 2,905 | $469.0K | 0.04% | +1,684+137.9% | Added |
| IPG Investment Advisors LLC | 2,909 | $470.0K | 0.09% | +2,909 | New |
| Telemus Capital, LLC | 2,916 | $471.0K | 0.04% | +190+7.0% | Added |
| Draper Asset Management, LLC | 2,926 | $473.0K | 0.39% | +1,264+76.1% | Added |
| Chicago Trust Co NA | 2,940 | $475.0K | 0.09% | −100−3.3% | Reduced |
| Tiedemann Advisors, LLC | 2,941 | $475.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,957 | $478.0K | 0.00% | +2,661+899.0% | Added |
| Parkwood LLC | 2,965 | $479.0K | 0.08% | −2,751−48.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,001 | $485.0K | 0.03% | +161+5.7% | Added |
| Clear Street Markets LLC | 3,000 | $485.0K | 0.04% | +3,000 | New |
| Principal Street Partners, LLC | 3,016 | $487.0K | 0.12% | −482−13.8% | Reduced |
| Northeast Financial Consultants Inc | 3,094 | $491.0K | 0.03% | −2,385−43.5% | Reduced |
| Octavia Wealth Advisors, LLC | 3,039 | $491.0K | 0.11% | +556+22.4% | Added |
| V Wealth Advisors LLC | 3,050 | $493.0K | 0.07% | +15+0.5% | Added |
| RFG Advisory, LLC | 3,055 | $493.0K | 0.03% | +712+30.4% | Added |
| Regentatlantic Capital LLC | 3,056 | $494.0K | 0.01% | +1,068+53.7% | Added |
| Change Path, LLC | 3,076 | $497.0K | 0.02% | −1,584−34.0% | Reduced |
| Alpha Cubed Investments, LLC | 3,082 | $498.0K | 0.03% | −269−8.0% | Reduced |
| Veritable, L.P. | 3,090 | $499.0K | 0.01% | −531−14.7% | Reduced |
| WJ Wealth Management, LLC | 3,127 | $503.0K | 0.30% | +82+2.7% | Added |
| Resource Management, LLC | 3,128 | $505.0K | 0.05% | +111+3.7% | Added |
| Van Hulzen Asset Management, LLC | 3,148 | $508.0K | 0.06% | +140+4.7% | Added |
| Signaturefd, LLC | 3,170 | $512.0K | 0.02% | −769−19.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,176 | $513.0K | 0.04% | +152+5.0% | Added |
| Patriot Investment Management Inc. | 3,209 | $518.0K | 0.04% | +67+2.1% | Added |
| Asset Management Corp | 3,225 | $521.0K | 0.30% | −250−7.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,226 | $521.0K | 0.02% | +36+1.1% | Added |
| Field & Main Bank | 3,238 | $523.0K | 0.30% | −60−1.8% | Reduced |
| Seeyond | 3,242 | $523.0K | 0.05% | −40−1.2% | Reduced |
| WP Advisors, LLC | 3,241 | $523.0K | 0.22% | 00.0% | Unchanged |
| Coastline Trust Co | 3,258 | $526.0K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,291 | $532.0K | 0.09% | −247−7.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,300 | $533.0K | 0.03% | −1,900−36.5% | Reduced |
| Next Capital Management LLC | 3,305 | $534.0K | 0.37% | 00.0% | Unchanged |
| Bokf, NA | 3,335 | $538.0K | 0.01% | −2,727−45.0% | Reduced |
| Focus Financial Network, Inc. | 3,346 | $540.4K | 0.08% | +226+7.2% | Added |
| Grimes & Company, Inc. | 3,356 | $542.0K | 0.02% | −70−2.0% | Reduced |
| Wealth Alliance | 3,395 | $548.0K | 0.11% | −182−5.1% | Reduced |
| CSS LLC | 3,391 | $548.0K | 0.02% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 3,405 | $550.0K | 0.33% | −45−1.3% | Reduced |
| Tiger Eye Capital LLC | 3,418 | $552.0K | 0.15% | 00.0% | Unchanged |
| CNB Bank | 3,425 | $553.0K | 0.30% | +616+21.9% | Added |
| Swiss Life Asset Management Ltd | 3,434 | $554.6K | 0.01% | −6−0.2% | Reduced |
| Warther Private Wealth, LLC | 3,393 | $557.0K | 0.41% | +76+2.3% | Added |
| Two Sigma Securities, LLC | 3,457 | $558.0K | 0.11% | +3,457 | New |
| Acadian Asset Management LLC | 3,482 | $561.0K | 0.00% | −3,325−48.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,491 | $564.0K | 0.02% | +59+1.7% | Added |
| Wisconsin Capital Management LLC | 3,500 | $565.0K | 0.23% | −13,128−79.0% | Reduced |
| Fulton Bank, N.A. | 3,500 | $565.0K | 0.02% | −186−5.0% | Reduced |
| Boulder Hill Capital Management LP | 3,500 | $565.0K | 0.55% | +3,500 | New |
| Wealth Effects LLC | 3,506 | $566.0K | 0.23% | +3,506 | New |
| Ascent Wealth Partners, LLC | 3,532 | $570.0K | 0.10% | −1,963−35.7% | Reduced |
| Phoenix Wealth Advisors | 3,531 | $570.0K | 0.43% | −408−10.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,542 | $572.0K | 0.05% | +58+1.7% | Added |
| Vienna Asset Management LLC | 3,580 | $578.0K | 0.52% | +3,580 | New |
| Centaurus Financial, Inc. | 3,603 | $582.0K | 0.04% | +39+1.1% | Added |
| Traynor Capital Management, Inc. | 3,604 | $582.0K | 0.07% | +1,048+41.0% | Added |
| Mission Wealth Management, LP | 3,653 | $590.0K | 0.03% | +1,930+112.0% | Added |
| Private Advisory Group LLC | 3,701 | $598.0K | 0.12% | +3,701 | New |
| Hilltop Holdings Inc. | 3,718 | $601.0K | 0.06% | −1,271−25.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,740 | $605.0K | 0.01% | −194−4.9% | Reduced |
| Abbrea Capital, LLC | 3,755 | $606.0K | 0.08% | +42+1.1% | Added |
| Personal Cfo Solutions, LLC | 3,756 | $607.0K | 0.11% | −465−11.0% | Reduced |
| Roman Butler Fullerton & Co | 3,761 | $607.0K | 0.27% | +6+0.2% | Added |
| Lloyd Park, LLC | 3,770 | $609.0K | 0.48% | +3,770 | New |
| Jupiter Asset Management Ltd | 3,700 | $611.0K | 0.01% | −65,404−94.6% | Reduced |
| Elite Wealth Management, Inc. | 3,790 | $612.0K | 0.24% | +2,062+119.3% | Added |
| Ameritas Advisory Services, LLC | 3,792 | $612.0K | 0.02% | +3,792 | New |
| GPS Wealth Strategies Group, LLC | 3,827 | $618.0K | 0.14% | +25+0.7% | Added |
| Executive Wealth Management, LLC | 3,860 | $623.0K | 0.06% | −301−7.2% | Reduced |
| Truvestments Capital LLC | 3,863 | $624.0K | 0.31% | +365+10.4% | Added |
| Capital International Sarl | 3,915 | $632.0K | 0.03% | +3,915 | New |
| Neo Ivy Capital Management | 3,926 | $634.0K | 0.91% | +3,926 | New |
| Interchange Capital Partners, LLC | 3,927 | $634.0K | 0.64% | +3,927 | New |
| Thoroughbred Financial Services, LLC | 3,940 | $636.0K | 0.13% | −361−8.4% | Reduced |
| HBK Sorce Advisory LLC | 3,944 | $637.0K | 0.03% | −113−2.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,957 | $639.1K | 0.15% | −376−8.7% | Reduced |
| Column Capital Advisors, LLC | 3,966 | $641.0K | 0.12% | +408+11.5% | Added |
| Juncture Wealth Strategies, LLC | 3,974 | $642.0K | 0.31% | +461+13.1% | Added |
| Key Client Fiduciary Advisors, LLC | 3,991 | $645.0K | 0.54% | +3,991 | New |