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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 5,925 | $957.0K | 0.20% | +733+14.1% | Added |
| SeaCrest Wealth Management, LLC | 5,943 | $960.0K | 0.11% | +135+2.3% | Added |
| Freestone Capital Holdings, LLC | 5,946 | $960.0K | 0.04% | +1,505+33.9% | Added |
| Mizuho Securities Co. Ltd. | 5,995 | $968.0K | 0.35% | −1,720−22.3% | Reduced |
| Hongkou Capital LP | 6,000 | $969.0K | 0.96% | +6,000 | New |
| Guggenheim Capital LLC | 6,026 | $973.0K | 0.01% | −4,195−41.0% | Reduced |
| Profit Investment Management, LLC | 6,057 | $979.0K | 0.62% | +2,232+58.4% | Added |
| Aft, Forsyth & Company, Inc. | 6,091 | $984.0K | 0.51% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,097 | $985.0K | 0.02% | +897+17.3% | Added |
| Veriti Management LLC | 6,161 | $995.0K | 0.13% | −270−4.2% | Reduced |
| JustInvest LLC | 6,165 | $996.0K | 0.06% | −1,059−14.7% | Reduced |
| NEXT Financial Group, Inc | 6,202 | $1.00M | 0.07% | +832+15.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,291 | $1.02M | 0.35% | −1,339−17.5% | Reduced |
| Green Alpha Advisors, LLC | 6,318 | $1.02M | 0.69% | +191+3.1% | Added |
| CAPROCK Group, Inc. | 6,317 | $1.02M | 0.08% | +2,794+79.3% | Added |
| Central Trust Co | 6,321 | $1.02M | 0.03% | −5,555−46.8% | Reduced |
| Werlinich Asset Management, LLC | 6,355 | $1.03M | 0.75% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,400 | $1.03M | 0.04% | −296−4.4% | Reduced |
| Pennsylvania Capital Management Inc | 6,400 | $1.03M | 0.35% | +6,400 | New |
| Meiji Yasuda Life Insurance Co | 6,410 | $1.03M | 0.02% | −1,352−17.4% | Reduced |
| Frontier Wealth Management LLC | 6,435 | $1.04M | 0.07% | −355−5.2% | Reduced |
| Illinois Municipal Retirement Fund | 6,475 | $1.05M | 0.03% | −748−10.4% | Reduced |
| Exencial Wealth Advisors, LLC | 6,479 | $1.05M | 0.05% | +2,246+53.1% | Added |
| Beacon Investment Advisory Services, Inc. | 6,500 | $1.05M | 0.04% | +774+13.5% | Added |
| Seaport Global Advisors, LLC | 6,542 | $1.06M | 1.45% | +6,542 | New |
| Laffer Tengler Investments | 6,564 | $1.06M | 0.31% | +1,255+23.6% | Added |
| HBK Investments L P | 6,590 | $1.06M | 0.02% | +5,097+341.4% | Added |
| IBM Retirement Fund | 6,591 | $1.06M | 0.13% | −4,615−41.2% | Reduced |
| B. Riley Wealth Management, Inc. | 6,608 | $1.07M | 0.07% | +28+0.4% | Added |
| Prudential PLC | 6,639 | $1.07M | 0.01% | −10,107−60.4% | Reduced |
| Paradigm Financial Advisors, LLC | 6,640 | $1.07M | 0.24% | −425−6.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,716 | $1.08M | 0.05% | +4,730+238.2% | Added |
| Conway Capital Management, Inc. | 6,725 | $1.09M | 0.64% | −6,275−48.3% | Reduced |
| Raymond James Trust N.A. | 6,773 | $1.09M | 0.03% | +452+7.2% | Added |
| KG&L Capital Management,LLC | 6,774 | $1.09M | 0.44% | +1,857+37.8% | Added |
| IHT Wealth Management, LLC | 6,806 | $1.10M | 0.08% | −345−4.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,810 | $1.10M | 0.10% | −3,657−34.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 6,850 | $1.11M | 0.30% | −60−0.9% | Reduced |
| Darwin Advisors, LLC | 8,752 | $1.12M | 0.18% | −624−6.7% | Reduced |
| People's United Financial, Inc. | 6,981 | $1.13M | 0.03% | −1,885−21.3% | Reduced |
| Geneos Wealth Management Inc. | 7,030 | $1.14M | 0.04% | −99−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 7,060 | $1.14M | 0.01% | −68,561−90.7% | Reduced |
| Beacon Pointe Advisors, LLC | 7,082 | $1.14M | 0.03% | −565−7.4% | Reduced |
| International Assets Investment Management, LLC | 7,097 | $1.15M | 0.20% | −58−0.8% | Reduced |
| Perennial Investment Advisors, LLC | 7,149 | $1.15M | 0.36% | −191−2.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,110 | $1.15M | 0.23% | +3,380+90.6% | Added |
| Cloverfields Capital Group, LP | 7,132 | $1.15M | 0.36% | +426+6.4% | Added |
| Laurel Wealth Advisors, Inc. | 7,136 | $1.15M | 0.09% | +536+8.1% | Added |
| Red Spruce Capital, LLC | 7,163 | $1.16M | 0.63% | +1,006+16.3% | Added |
| Gables Capital Management Inc. | 7,175 | $1.16M | 0.69% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,179 | $1.16M | 0.07% | +443+6.6% | Added |
| Snowden Capital Advisors LLC | 7,207 | $1.16M | 0.06% | −39,164−84.5% | Reduced |
| Pendal Group Limited | 7,221 | $1.17M | 0.01% | +3,607+99.8% | Added |
| Assenagon Asset Management S.A. | 7,323 | $1.18M | 0.00% | −15,705−68.2% | Reduced |
| Gries Financial LLC | 7,358 | $1.19M | 0.49% | −128−1.7% | Reduced |
| WT Wealth Management | 7,377 | $1.19M | 0.44% | +951+14.8% | Added |
| Bryn Mawr Trust Co | 7,408 | $1.20M | 0.04% | 00.0% | Unchanged |
| Northeast Investment Management | 7,456 | $1.20M | 0.06% | +645+9.5% | Added |
| CWM, LLC | 7,461 | $1.21M | 0.01% | +7,461 | New |
| F3Logic, LLC | 7,520 | $1.21M | 0.14% | −580−7.2% | Reduced |
| Perigon Wealth Management, LLC | 7,466 | $1.21M | 0.09% | +1,055+16.5% | Added |
| Arkadios Wealth Advisors | 7,476 | $1.21M | 0.16% | +937+14.3% | Added |
| Monaco Asset Management SAM | 7,500 | $1.21M | 0.76% | +7,500 | New |
| HB Wealth Management, LLC | 7,542 | $1.22M | 0.02% | +7,542 | New |
| Whitener Capital Management, Inc. | 7,573 | $1.22M | 0.44% | +647+9.3% | Added |
| Prospera Financial Services Inc | 7,615 | $1.23M | 0.05% | −6,295−45.3% | Reduced |
| Eqis Capital Management, Inc. | 7,646 | $1.24M | 0.09% | +37+0.5% | Added |
| NuWave Investment Management, LLC | 7,663 | $1.24M | 1.40% | +6,486+551.1% | Added |
| Loveless Wealth Management LLC | 7,697 | $1.24M | 0.68% | −230−2.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 7,710 | $1.25M | 0.04% | −2,335−23.2% | Reduced |
| Comerica Bank | 10,906 | $1.26M | 0.01% | +7+0.1% | Added |
| Magnetar Financial LLC | 7,800 | $1.26M | 0.01% | −2,074−21.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 7,800 | $1.26M | 0.28% | +7,800 | New |
| Alyeska Investment Group, L.P. | 7,832 | $1.26M | 0.01% | +7,832 | New |
| Davenport & Co LLC | 7,841 | $1.27M | 0.01% | +127+1.6% | Added |
| We Are One Seven, LLC | 7,846 | $1.27M | 0.13% | −315−3.9% | Reduced |
| Modus Advisors, LLC | 7,855 | $1.27M | 0.54% | +1,356+20.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,922 | $1.28M | 0.00% | −2,917−26.9% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $1.28M | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,961 | $1.29M | 0.04% | −506−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 8,005 | $1.29M | 0.08% | −931−10.4% | Reduced |
| Element Pointe Advisors, LLC | 8,008 | $1.29M | 0.40% | −117−1.4% | Reduced |
| Lincoln National Corp | 8,011 | $1.29M | 0.03% | +164+2.1% | Added |
| Virtue Capital Management, LLC | 8,062 | $1.30M | 0.19% | +2,095+35.1% | Added |
| SP Asset Management | 10,214 | $1.30M | 0.13% | +10,214 | New |
| Sawtooth Solutions, LLC | 8,084 | $1.31M | 0.15% | +3,793+88.4% | Added |
| Boston Family Office LLC | 8,108 | $1.31M | 0.09% | −227−2.7% | Reduced |
| Canvas Wealth Advisors, LLC | 8,119 | $1.31M | 0.47% | +7,139+728.5% | Added |
| Azzad Asset Management Inc | 8,132 | $1.31M | 0.18% | −2,072−20.3% | Reduced |
| Siemens Fonds Invest GmbH | 7,991 | $1.32M | 0.09% | +2,060+34.7% | Added |
| Golden Green, Inc. | 8,186 | $1.32M | 1.06% | −281−3.3% | Reduced |
| Hixon Zuercher, LLC | 8,184 | $1.32M | 0.66% | +340+4.3% | Added |
| Capital International Ltd | 8,394 | $1.36M | 0.07% | +8,394 | New |
| Astrantus Ltd | 8,400 | $1.36M | 1.02% | +8,400 | New |
| Morse Asset Management, Inc | 8,420 | $1.36M | 0.30% | −9,854−53.9% | Reduced |
| Americana Partners, LLC | 8,430 | $1.36M | 0.25% | +3,162+60.0% | Added |
| Canal Capital Management, LLC | 8,443 | $1.36M | 0.33% | −2,807−25.0% | Reduced |
| AdvisorNet Financial, Inc | 8,637 | $1.40M | 0.09% | +156+1.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 8,682 | $1.40M | 1.47% | +8,682 | New |
| Monetary Management Group Inc | 8,685 | $1.40M | 0.35% | +200+2.4% | Added |