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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 4,000 | $646.0K | 0.10% | 00.0% | Unchanged |
| Seldon Capital LP | 4,000 | $646.0K | 0.42% | +4,000 | New |
| Almanack Investment Partners, LLC. | 4,029 | $651.0K | 0.05% | −28−0.7% | Reduced |
| Advisor Resource Council | 4,034 | $652.0K | 0.05% | +3,107+335.2% | Added |
| Camden Capital, LLC | 4,040 | $653.0K | 0.14% | −608−13.1% | Reduced |
| Monterey Private Wealth, Inc. | 4,044 | $653.0K | 0.32% | +6+0.1% | Added |
| SWS Partners | 4,060 | $656.0K | 0.37% | +99+2.5% | Added |
| Kistler-Tiffany Companies, LLC | 4,119 | $665.0K | 0.13% | +544+15.2% | Added |
| O'Shaughnessy Asset Management, LLC | 4,129 | $667.0K | 0.01% | −1,409−25.4% | Reduced |
| Schnieders Capital Management LLC | 4,130 | $667.0K | 0.16% | +148+3.7% | Added |
| Insight Advisors, LLC | 4,182 | $675.0K | 0.20% | −1,018−19.6% | Reduced |
| GM Advisory Group, Inc. | 4,190 | $677.0K | 0.06% | −1,622−27.9% | Reduced |
| Financial Advocates Investment Management | 14,131 | $679.0K | 0.05% | +9,295+192.2% | Added |
| Alpine Global Management, LLC | 4,256 | $687.0K | 0.10% | +4,256 | New |
| Ausdal Financial Partners, Inc. | 4,271 | $690.0K | 0.09% | −15,285−78.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,282 | $692.0K | 0.16% | +4,282 | New |
| Arete Wealth Advisors, LLC | 4,263 | $693.0K | 0.06% | +334+8.5% | Added |
| Vista Wealth Management Group, LLC | 4,289 | $693.0K | 0.11% | +2,873+202.9% | Added |
| Garner Asset Management Corp | 4,305 | $695.0K | 0.29% | +210+5.1% | Added |
| IAM Advisory, LLC | 4,816 | $696.0K | 0.28% | −182−3.6% | Reduced |
| Griffin Asset Management, Inc. | 4,312 | $696.0K | 0.09% | −401−8.5% | Reduced |
| Fulcrum Asset Management LLP | – | $703.0K | 0.34% | – | – |
| Stevard, LLC | 4,385 | $708.0K | 0.50% | −1,141−20.6% | Reduced |
| IFP Advisors, Inc | 4,363 | $710.0K | 0.01% | −3,979−47.7% | Reduced |
| Vista Finance, LLC | 4,396 | $710.0K | 0.73% | +4,396 | New |
| Los Angeles Capital Management LLC | 4,404 | $711.0K | 0.00% | −69,818−94.1% | Reduced |
| Gofen & Glossberg LLC | 4,401 | $711.0K | 0.02% | −289−6.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,434 | $711.0K | 0.07% | +1,238+38.7% | Added |
| Banco BTG Pactual S.A. | 4,421 | $714.0K | 2.09% | −149−3.3% | Reduced |
| M&R Capital Management Inc | 4,430 | $715.0K | 0.15% | −159−3.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,448 | $718.0K | 0.33% | −262−5.6% | Reduced |
| Smith, Moore & Co. | 4,464 | $721.0K | 0.10% | +20+0.5% | Added |
| Premier Asset Management LLC | 4,475 | $723.0K | 0.13% | +4,475 | New |
| Grandview Asset Management LLC | 4,489 | $725.0K | 0.29% | +4,489 | New |
| Wetherby Asset Management Inc | 4,493 | $726.0K | 0.04% | −573−11.3% | Reduced |
| AlphaStar Capital Management, LLC | 5,482 | $731.0K | 0.06% | −153−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 4,524 | $731.0K | 0.04% | +4,524 | New |
| Sepio Capital, LP | 4,551 | $735.0K | 0.06% | +260+6.1% | Added |
| Washburn Capital Management, Inc. | 4,558 | $736.0K | 0.44% | −482−9.6% | Reduced |
| Orion Portfolio Solutions, LLC | 4,568 | $738.0K | 0.02% | +85+1.9% | Added |
| Prana Capital Management, LP | 4,584 | $740.0K | 0.06% | +4,584 | New |
| City Holding Co | 5,836 | $744.0K | 0.12% | +3,296+129.8% | Added |
| Ancora Advisors, LLC | 4,623 | $746.0K | 0.02% | −44−0.9% | Reduced |
| Hodges Capital Management Inc. | 4,650 | $751.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,652 | $751.0K | 0.05% | +106+2.3% | Added |
| Aaron Wealth Advisors | 4,691 | $757.0K | 0.21% | +10+0.2% | Added |
| Lattice Capital Management, LLC | 4,700 | $759.0K | 0.78% | +4,700 | New |
| MAI Capital Management | 4,777 | $772.0K | 0.01% | +1,830+62.1% | Added |
| Meridian Wealth Management, LLC | 4,802 | $776.0K | 0.08% | −654−12.0% | Reduced |
| Avestar Capital, LLC | 4,809 | $777.0K | 0.14% | −4,352−47.5% | Reduced |
| Connectus Wealth, LLC | 4,816 | $778.0K | 0.03% | +4,816 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,822 | $779.0K | 0.15% | −700−12.7% | Reduced |
| Sanders Morris Harris LLC | 4,783 | $780.0K | 0.13% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 4,838 | $781.0K | 0.30% | +4,838 | New |
| Tilia Fiduciary Partners, Inc. | 4,844 | $782.0K | 0.63% | +4,844 | New |
| Tokio Marine Asset Management Co Ltd | 4,848 | $783.0K | 0.06% | +393+8.8% | Added |
| Vestcor Inc | 4,905 | $792.0K | 0.03% | −872−15.1% | Reduced |
| Money Concepts Capital Corp | 4,915 | $794.0K | 0.07% | +4,915 | New |
| Gotham Asset Management, LLC | 4,962 | $801.0K | 0.03% | −5,774−53.8% | Reduced |
| Brookstone Capital Management | 5,704 | $807.0K | 0.01% | −7,125−55.5% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $808.0K | 0.09% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,010 | $809.0K | 0.02% | −548−9.9% | Reduced |
| McGuire Investment Group, LLC | 5,010 | $809.0K | 0.13% | +172+3.6% | Added |
| Addison Capital Co | 5,145 | $831.0K | 0.37% | +75+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,169 | $835.0K | 0.17% | +5,169 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,184 | $837.0K | 0.04% | −1,057−16.9% | Reduced |
| Legacy Bridge, LLC | 5,182 | $837.0K | 0.44% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 5,375 | $846.0K | 0.00% | +530+10.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,262 | $850.0K | 0.14% | +288+5.8% | Added |
| Aldebaran Financial Inc. | 5,315 | $858.0K | 0.67% | +85+1.6% | Added |
| J.W. Cole Advisors, Inc. | 5,422 | $876.0K | 0.06% | −3,268−37.6% | Reduced |
| Bridgewater Advisors Inc. | 5,436 | $878.0K | 0.19% | −53−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 6,075 | $884.0K | 0.03% | +1,886+45.0% | Added |
| Stiles Financial Services Inc | 5,475 | $884.0K | 0.43% | +5,475 | New |
| Zacks Investment Management | 5,515 | $890.0K | 0.01% | −57,351−91.2% | Reduced |
| Donaldson Capital Management, LLC | 5,511 | $890.0K | 0.04% | +2,451+80.1% | Added |
| Trevian Wealth Management LLC | 5,516 | $891.0K | 0.85% | +5,516 | New |
| Atlas Capital Advisors LLC | 5,520 | $891.5K | 0.13% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,690 | $892.0K | 0.08% | −397−9.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,600 | $904.0K | 0.11% | −1,857−24.9% | Reduced |
| Belpointe Asset Management LLC | 5,750 | $913.0K | 0.06% | −671−10.5% | Reduced |
| Bray Capital Advisors | 5,650 | $913.0K | 0.22% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,653 | $913.0K | 0.23% | +692+13.9% | Added |
| Cim Investment Mangement Inc | 5,665 | $915.0K | 0.27% | +18+0.3% | Added |
| RB Capital Management, LLC | 5,665 | $915.0K | 0.29% | +908+19.1% | Added |
| Pensionfund DSM Netherlands | 5,700 | $921.0K | 0.11% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,765 | $923.0K | 0.01% | +49+0.9% | Added |
| Apoletto Ltd | 5,767 | $931.0K | 0.12% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,770 | $932.0K | 0.07% | −412−6.7% | Reduced |
| Adalta Capital Management LLC | 5,778 | $933.0K | 0.43% | −3,885−40.2% | Reduced |
| Yousif Capital Management, LLC | 5,776 | $933.0K | 0.01% | +5,776 | New |
| NVWM, LLC | 5,768 | $934.0K | 0.29% | +230+4.2% | Added |
| Pinnacle Private Wealth, LLC | 5,795 | $936.0K | 0.29% | +5,795 | New |
| Bayesian Capital Management, LP | 5,800 | $937.0K | 0.30% | +3,219+124.7% | Added |
| Tower Research Capital LLC (TRC) | 5,815 | $939.0K | 0.02% | +1,895+48.3% | Added |
| Tudor Investment Corp Et Al | 5,838 | $943.0K | 0.02% | −4,002−40.7% | Reduced |
| Alterity Financial Group, LLC | 5,856 | $946.0K | 1.02% | +5,856 | New |
| Apollon Wealth Management, LLC | 5,895 | $952.0K | 0.08% | +1,308+28.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,911 | $955.0K | 0.29% | −921−13.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,916 | $955.0K | 0.11% | +3,968+203.7% | Added |