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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 2,415 | $390.0K | 0.12% | +30+1.3% | Added |
| Vivid Financial Management, Inc. | 2,412 | $390.0K | 0.15% | +343+16.6% | Added |
| Cornerstone Wealth Group, LLC | 2,394 | $387.0K | 0.07% | −37−1.5% | Reduced |
| Claro Advisors LLC | 2,392 | $386.0K | 0.14% | +714+42.6% | Added |
| Keudell/Morrison Wealth Management | 2,390 | $386.0K | 0.15% | +2,390 | New |
| Mass Ave Global Inc. | 2,363 | $382.0K | 0.20% | +2,363 | New |
| Profund Advisors LLC | 2,360 | $381.0K | 0.01% | −351−12.9% | Reduced |
| PAX Financial Group, LLC | 2,357 | $381.0K | 0.09% | +365+18.3% | Added |
| Advisory Resource Group | 3,116 | $381.0K | 0.13% | +1,574+102.1% | Added |
| Bard Financial Services, Inc. | 2,355 | $380.0K | 0.03% | 00.0% | Unchanged |
| Shay Capital LLC | 2,353 | $380.0K | 0.14% | +1,762+298.1% | Added |
| Avantax Planning Partners, Inc. | 2,341 | $378.0K | 0.02% | +138+6.3% | Added |
| IFG Advisory, LLC | 2,336 | $377.0K | 0.04% | +793+51.4% | Added |
| Essex Financial Services, Inc. | 2,320 | $375.0K | 0.04% | −1,271−35.4% | Reduced |
| Doyle Wealth Management | 2,290 | $370.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 2,281 | $368.0K | 0.02% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,270 | $367.0K | 0.08% | +35+1.6% | Added |
| Oxbow Advisors, LLC | 2,250 | $363.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 2,240 | $362.0K | 0.18% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 2,227 | $360.0K | 0.04% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,232 | $360.0K | 0.04% | +2,232 | New |
| Spearhead Capital Advisors, LLC | 2,222 | $359.0K | 0.04% | +184+9.0% | Added |
| Delta Accumulation, LLC | 2,225 | $359.0K | 8.29% | +2,225 | New |
| Silvercrest Asset Management Group LLC | 2,215 | $358.0K | 0.00% | −913−29.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,222 | $358.0K | 0.03% | +840+60.8% | Added |
| Pitti Group Wealth Management, LLC | 2,214 | $358.0K | 0.40% | +2,214 | New |
| Wealth Management Partners, LLC | 2,000 | $354.0K | 0.24% | +524+35.5% | Added |
| Anchor Investment Management, LLC | 2,176 | $351.4K | 0.04% | +840+62.9% | Added |
| Derbend Asset Management | 2,174 | $351.0K | 0.34% | −450−17.1% | Reduced |
| Cardiff Park Advisors, LLC | 2,169 | $350.0K | 0.05% | +2,169 | New |
| Paragon Advisors, LLC | 2,163 | $349.0K | 0.17% | −4,714−68.5% | Reduced |
| Guerra Pan Advisors, LLC | 2,159 | $349.0K | 0.35% | +2,159 | New |
| United Maritime Capital LLC | 2,150 | $347.0K | 0.40% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,143 | $346.0K | 0.01% | +2,143 | New |
| Finivi Inc. | 2,137 | $345.1K | 0.36% | +2,137 | New |
| Prio Wealth Limited Partnership | 2,139 | $345.0K | 0.01% | +9+0.4% | Added |
| Cherrydale Wealth Management, LLC | 2,134 | $345.0K | 0.26% | +2,134 | New |
| Focused Wealth Management, Inc | 2,123 | $343.0K | 0.05% | +25+1.2% | Added |
| Oak Grove Capital LLC | 2,110 | $341.0K | 0.07% | −50−2.3% | Reduced |
| GraniteShares Advisors LLC | 2,113 | $341.0K | 0.16% | +2,113 | New |
| Wealth Management Associates, Inc. | 2,096 | $338.5K | 0.18% | +72+3.6% | Added |
| Stonnington Group, LLC | 2,255 | $335.0K | 0.07% | −6,935−75.5% | Reduced |
| Sequoia Financial Advisors, LLC | 2,073 | $335.0K | 0.01% | +2,073 | New |
| TrinityPoint Wealth, LLC | 2,069 | $334.0K | 0.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,055 | $332.0K | 0.09% | −169−7.6% | Reduced |
| Dowling & Yahnke LLC | 2,047 | $331.0K | 0.02% | +70+3.5% | Added |
| Summit Financial, LLC | 2,038 | $329.2K | 0.03% | +312+18.1% | Added |
| Clarius Group, LLC | 2,039 | $329.0K | 0.03% | −3−0.1% | Reduced |
| American Trust | 2,036 | $329.0K | 0.03% | +2,036 | New |
| Sunbelt Securities, Inc. | 3,209 | $328.0K | 0.05% | −1,825−36.3% | Reduced |
| Visionary Wealth Advisors | 2,026 | $327.0K | 0.03% | +282+16.2% | Added |
| Mayflower Financial Advisors, LLC | 2,021 | $326.0K | 0.04% | −72−3.4% | Reduced |
| Segall Bryant & Hamill, LLC | 2,020 | $326.0K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,011 | $325.0K | 0.10% | +11+0.5% | Added |
| Epiq Partners, LLC | 2,000 | $323.0K | 0.17% | −500−20.0% | Reduced |
| Highview Capital Management LLC | 2,000 | $323.0K | 0.21% | +2,000 | New |
| Willow Creek Wealth Management Inc. | 1,992 | $322.0K | 0.07% | −35−1.7% | Reduced |
| Codex Capital, L.L.C. | 2,000 | $322.0K | 0.17% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,986 | $321.0K | 0.23% | +1,986 | New |
| Revolve Wealth Partners, LLC | 1,987 | $321.0K | 0.09% | +1,987 | New |
| XTX Topco Ltd | 1,974 | $319.0K | 0.18% | +1,974 | New |
| ProShare Advisors LLC | 1,969 | $318.0K | 0.00% | +265+15.6% | Added |
| Oarsman Capital, Inc. | 1,953 | $315.0K | 0.12% | +134+7.4% | Added |
| Altman Advisors, Inc. | 2,661 | $314.0K | 0.19% | −3,745−58.5% | Reduced |
| Greytown Advisors Inc. | 1,929 | $312.0K | 0.13% | −66−3.3% | Reduced |
| Wharton Business Group, LLC | 1,923 | $311.0K | 0.02% | +1,923 | New |
| Cornerstone Advisory, LLC | 1,914 | $309.0K | 0.04% | +944+97.3% | 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 |
| 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 |
| 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 |
| Sandbox Financial Partners, LLC | 1,875 | $303.0K | 0.19% | −44−2.3% | Reduced |
| Oder Investment Management, LLC | 1,870 | $302.0K | 0.43% | −149−7.4% | Reduced |
| Sierra Capital LLC | 1,860 | $300.0K | 0.04% | +710+61.7% | Added |
| Bleichroeder LP | 1,850 | $299.0K | 0.05% | +1,850 | New |
| Ellevest, Inc. | 1,843 | $298.0K | 0.03% | −186−9.2% | Reduced |
| Brighton Jones LLC | 1,837 | $297.0K | 0.01% | −1,427−43.7% | Reduced |
| 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 |
| 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 |
| 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 |
| Intersect Capital LLC | 1,791 | $289.0K | 0.05% | −792−30.7% | 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 |
| Private Capital Group, LLC | 1,767 | $285.0K | 0.06% | −146−7.6% | Reduced |
| 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 |
| Chatham Capital Group, Inc. | 1,752 | $283.0K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,749 | $282.5K | 0.13% | −30−1.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 1,745 | $282.0K | 0.26% | +1,745 | New |
| Encompass Wealth Advisors, LLC | 1,734 | $280.0K | 0.07% | +115+7.1% | Added |