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 |
|---|---|---|---|---|---|
| Evolution Wealth Advisors, LLC | 1,727 | $279.0K | 0.05% | −317−15.5% | Reduced |
| Pacific Global Investment Management CO | 1,728 | $279.0K | 0.05% | −50−2.8% | Reduced |
| Sheets Smith Wealth Management | 1,719 | $278.0K | 0.03% | −1,187−40.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,723 | $278.0K | 0.03% | −258−13.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,556 | $278.0K | 0.12% | +2,556 | New |
| Capital Investment Advisors, LLC | 1,693 | $273.0K | 0.01% | −36−2.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,673 | $270.0K | 0.00% | −26−1.5% | Reduced |
| Journey Advisory Group, LLC | 1,669 | $270.0K | 0.07% | +1,669 | New |
| Afg Fiduciary Services Limited Partnership | 1,663 | $269.0K | 0.19% | +1,663 | New |
| SFE Investment Counsel | 1,662 | $268.0K | 0.07% | +50+3.1% | Added |
| Zuckerman Investment Group, LLC | 1,655 | $267.0K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,638 | $265.0K | 0.05% | −362−18.1% | Reduced |
| Arrow Financial Corp | 1,641 | $265.0K | 0.03% | +552+50.7% | Added |
| Nations Financial Group Inc, | 1,631 | $263.0K | 0.03% | −1,155−41.5% | Reduced |
| Capital Asset Advisory Services LLC | 1,631 | $263.0K | 0.03% | −439−21.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,631 | $263.0K | 0.03% | −433−21.0% | Reduced |
| Bradley Foster & Sargent Inc | 1,628 | $263.0K | 0.01% | +1,628 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,626 | $263.0K | 0.10% | +1,626 | New |
| Hudock, Inc. | 1,616 | $261.0K | 0.07% | −133−7.6% | Reduced |
| Pictet North America Advisors SA | 1,611 | $260.0K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,611 | $260.0K | 0.07% | +1,611 | New |
| Mendel Capital Management LLC | 1,612 | $260.0K | 0.24% | +1,612 | New |
| Oak Thistle LLC | 1,604 | $259.0K | 0.20% | +1,604 | New |
| LGT Fund Management Co Ltd. | 1,600 | $258.0K | 0.07% | +1,600 | New |
| Blue Zone Wealth Advisors, LLC | 1,591 | $257.0K | 0.08% | −196−11.0% | Reduced |
| Ropes Wealth Advisors LLC | 1,583 | $256.0K | 0.05% | −51−3.1% | Reduced |
| Garde Capital, Inc. | 1,579 | $255.0K | 0.02% | +180+12.9% | Added |
| Vigilare Wealth Management | 1,577 | $255.0K | 0.15% | +1,577 | New |
| Beaton Management Co. Inc. | 1,575 | $254.0K | 0.15% | 00.0% | Unchanged |
| Barings LLC | 1,571 | $253.0K | 0.01% | −220−12.3% | Reduced |
| Howard Capital Management Group, LLC | 1,558 | $252.0K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,559 | $252.0K | 0.06% | +588+60.6% | Added |
| Zions Bancorporation, N.A. | 1,557 | $251.0K | 0.02% | −179−10.3% | Reduced |
| Sumitomo Life Insurance Co | 1,555 | $251.0K | 0.01% | +1,555 | New |
| RMR Wealth Builders | 1,543 | $249.0K | 0.07% | −2,331−60.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,544 | $249.0K | 0.18% | −425−21.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,538 | $248.0K | 0.02% | +125+8.8% | Added |
| PFG Advisors | 1,536 | $248.0K | 0.02% | +237+18.2% | Added |
| CPWM, LLC | 1,036 | $248.0K | 0.02% | 00.0% | Unchanged |
| HYA Advisors, Inc | 1,535 | $248.0K | 0.09% | +1,535 | New |
| ACG Wealth | 1,525 | $246.0K | 0.03% | −643−29.7% | Reduced |
| First Heartland Consultants, Inc. | 1,526 | $246.0K | 0.03% | −20−1.3% | Reduced |
| Biltmore Capital Advisors LLC | 1,523 | $246.0K | 0.04% | +147+10.7% | Added |
| MBB Public Markets I LLC | 1,516 | $245.0K | 0.00% | +1,516 | New |
| Moody Lynn & Lieberson, LLC | 1,505 | $243.0K | 0.02% | −26,680−94.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,504 | $243.0K | 0.02% | +199+15.2% | Added |
| Paradigm Asset Management Co LLC | 1,500 | $242.3K | 0.06% | −300−16.7% | Reduced |
| Executive Wealth Group LLC | 1,500 | $242.3K | 0.15% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,500 | $242.0K | 0.08% | 00.0% | Unchanged |
| Hayden Royal, LLC | 1,492 | $241.0K | 0.56% | +37+2.5% | Added |
| Adell Harriman & Carpenter Inc | 1,491 | $240.8K | 0.02% | −544−26.7% | Reduced |
| Morris Retirement Advisors, LLC | 1,485 | $240.0K | 0.19% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,483 | $240.0K | 0.00% | +612+70.3% | Added |
| Jacobi Capital Management LLC | 1,482 | $239.0K | 0.03% | +267+22.0% | Added |
| StrongBox Wealth, LLC | 1,480 | $239.0K | 0.12% | +1,480 | New |
| Calton & Associates, Inc. | 1,478 | $238.0K | 0.06% | −597−28.8% | Reduced |
| Investmark Advisory Group LLC | 1,477 | $238.0K | 0.22% | +1,477 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,470 | $237.0K | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,466 | $237.0K | 0.00% | +10+0.7% | Added |
| Capital Wealth Alliance, LLC | 1,462 | $236.0K | 0.14% | −1,409−49.1% | Reduced |
| Tradition Wealth Management, LLC | 1,460 | $236.0K | 0.03% | −199−12.0% | Reduced |
| Argent Trust Co | 1,462 | $236.0K | 0.01% | +1,462 | New |
| Indie Asset Partners, LLC | 1,455 | $235.0K | 0.17% | −25−1.7% | Reduced |
| NexWave Capital Partners LLC | 1,454 | $235.0K | 0.54% | +1,454 | New |
| Keel Point, LLC | 1,449 | $234.0K | 0.03% | −31−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,450 | $234.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,449 | $234.0K | 0.15% | +28+2.0% | Added |
| 4J Wealth Management LLC | 1,450 | $234.0K | 0.20% | +47+3.3% | Added |
| HM Payson & Co | 1,449 | $234.0K | 0.01% | +374+34.8% | Added |
| Nwam LLC | 1,438 | $232.0K | 0.02% | +79+5.8% | Added |
| Krilogy Financial LLC | 1,425 | $230.0K | 0.02% | −236−14.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,390 | $229.0K | 0.04% | −1,562−52.9% | Reduced |
| Accurate Wealth Management, LLC | 1,073 | $228.0K | 0.19% | −7−0.6% | Reduced |
| Marathon Trading Investment Management LLC | 1,400 | $226.0K | 0.09% | +1,400 | New |
| Eagle Strategies LLC | 1,400 | $226.0K | 0.09% | +1,400 | New |
| Cooper Financial Group | 1,391 | $225.0K | 0.08% | −100−6.7% | Reduced |
| Rice Partnership, LLC | 1,394 | $225.0K | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,396 | $225.0K | 0.13% | +1,396 | New |
| Guardian Wealth Advisors, LLC | 1,393 | $225.0K | 0.10% | +1,393 | New |
| Professional Financial Advisors, LLC | 1,384 | $224.0K | 0.10% | +224+19.3% | Added |
| Stratos Wealth Advisors, LLC | 1,383 | $223.0K | 0.02% | −1,782−56.3% | Reduced |
| Boothbay Fund Management, LLC | 1,373 | $222.0K | 0.01% | −9,925−87.8% | Reduced |
| Primoris Wealth Advisors, LLC | 1,375 | $222.0K | 0.18% | +1,375 | New |
| Regions Financial Corp | 1,373 | $221.0K | 0.00% | −268−16.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,366 | $221.0K | 0.07% | +106+8.4% | Added |
| First Horizon Advisors, Inc. | 1,364 | $220.0K | 0.01% | +136+11.1% | Added |
| Claret Asset Management Corp | 1,358 | $219.0K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,361 | $219.0K | 0.07% | +1,361 | New |
| Magnus Financial Group LLC | 1,346 | $217.0K | 0.04% | −660−32.9% | Reduced |
| Allworth Financial LP | 1,344 | $217.0K | 0.00% | +84+6.7% | Added |
| Papp L Roy & Associates | 1,338 | $216.0K | 0.02% | +18+1.4% | Added |
| Level Four Advisory Services, LLC | 1,324 | $214.0K | 0.02% | +1,324 | New |
| Evermay Wealth Management LLC | 1,312 | $212.0K | 0.04% | +1,045+391.4% | Added |
| Kings Point Capital Management | 1,298 | $210.0K | 0.02% | −20−1.5% | Reduced |
| Amussen Hunsaker Associates LLC | 1,344 | $210.0K | 0.05% | +154+12.9% | Added |
| Bordeaux Wealth Advisors LLC | 1,298 | $210.0K | 0.10% | +117+9.9% | Added |
| Desjardins Global Asset Management Inc. | 1,299 | $209.0K | 0.02% | +1,299 | New |
| Main Street Financial Solutions, LLC | 1,286 | $208.0K | 0.03% | +168+15.0% | Added |
| Johnson Investment Counsel Inc | 1,286 | $208.0K | 0.00% | +186+16.9% | Added |
| JB Capital LLC | 1,271 | $205.3K | 0.02% | 00.0% | Unchanged |