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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,267 | $205.0K | 0.03% | −26−2.0% | Reduced |
| Summit Trail Advisors, LLC | 1,268 | $205.0K | 0.01% | +109+9.4% | Added |
| BSW Wealth Partners | 1,262 | $204.0K | 0.05% | −85−6.3% | Reduced |
| American National Bank | 1,262 | $204.0K | 0.04% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,263 | $204.0K | 0.04% | +1,263 | New |
| Financial Management Network Inc | 1,296 | $203.0K | 0.09% | +149+13.0% | Added |
| Ballentine Partners, LLC | 1,255 | $202.0K | 0.01% | −235−15.8% | Reduced |
| AMG National Trust Bank | 1,253 | $202.0K | 0.01% | −10−0.8% | Reduced |
| Concord Wealth Partners | 1,249 | $202.0K | 0.05% | +846+209.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,739 | $201.0K | 0.08% | −705−28.8% | Reduced |
| Forum Financial Management, LP | 1,246 | $201.0K | 0.01% | +1,246 | New |
| Summit Financial Wealth Advisors, LLC | 1,280 | $200.0K | 0.04% | −20−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,240 | $199.0K | 0.02% | +1,240 | New |
| Washington Trust Co | 1,220 | $197.0K | 0.01% | +180+17.3% | Added |
| O'Dell Group, LLC | 1,207 | $195.0K | 0.06% | +14+1.2% | Added |
| Atticus Wealth Management, LLC | 1,182 | $191.0K | 0.07% | +100+9.2% | Added |
| Ritholtz Wealth Management | 1,152 | $186.0K | 0.01% | −837−42.1% | Reduced |
| Cambridge Trust Co | 1,155 | $186.0K | 0.01% | +1,155 | New |
| HHM Wealth Advisors, LLC | 1,148 | $185.0K | 0.04% | +7+0.6% | Added |
| Commons Capital, LLC | 1,130 | $183.0K | 0.18% | +1,130 | New |
| Brewin Dolphin Ltd | 1,104 | $178.0K | 0.01% | −9,403−89.5% | Reduced |
| CoreCap Advisors, LLC | 1,037 | $167.0K | 0.01% | +1,037 | New |
| Okabena Investment Services Inc | 1,028 | $166.0K | 0.06% | −2,873−73.6% | Reduced |
| Proequities, Inc. | 1,023 | $165.0K | 0.01% | +191+23.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $164.0K | 0.09% | +100+11.0% | Added |
| Crewe Advisors LLC | 1,000 | $162.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,004 | $162.0K | 0.07% | +904+904.0% | Added |
| Morton Brown Family Wealth, LLC | 1,000 | $162.0K | 0.12% | +1,000 | New |
| Advanced Research Investment Solutions, LLC | 1,000 | $161.0K | 0.06% | +1,000 | New |
| Glassman Wealth Services | 947 | $153.0K | 0.03% | −68−6.7% | Reduced |
| Quadrant Capital Group LLC | 934 | $151.0K | 0.02% | −608−39.4% | Reduced |
| Castleview Partners, LLC | 24,226 | $150.0K | 0.00% | +24,226 | New |
| Meeder Asset Management Inc | 924 | $149.0K | 0.01% | +65+7.6% | Added |
| Eagle Bay Advisors LLC | 914 | $148.0K | 0.10% | +568+164.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 913 | $147.0K | 0.00% | +20+2.2% | Added |
| Capital Advisors, Ltd. LLC | 906 | $146.0K | 0.02% | +6+0.7% | Added |
| Stephens Consulting, LLC | 900 | $145.4K | 0.12% | +900 | New |
| Westside Investment Management, Inc. | 897 | $144.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 884 | $143.0K | 0.01% | +884 | New |
| Sandy Spring Bank | 877 | $142.0K | 0.01% | +524+148.4% | Added |
| Huntington National Bank | 865 | $140.0K | 0.00% | −536−38.3% | Reduced |
| Stephens Investment Management Group LLC | 856 | $138.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 835 | $135.0K | 0.06% | −28−3.2% | Reduced |
| Larson Financial Group LLC | 823 | $133.0K | 0.02% | −941−53.3% | Reduced |
| Carroll Financial Associates, Inc. | 793 | $133.0K | 0.01% | +218+37.9% | Added |
| Future Financial Wealth Managment LLC | 800 | $131.0K | 0.10% | +800 | New |
| Hoey Investments, Inc | 804 | $130.0K | 0.03% | −6,666−89.2% | Reduced |
| Emfo, LLC | 800 | $129.0K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 786 | $127.0K | 0.01% | −1,527−66.0% | Reduced |
| Creative Financial Designs Inc | 776 | $125.0K | 0.02% | −316−28.9% | Reduced |
| EMC Capital Management | 700 | $113.0K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 700 | $113.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $110.0K | 0.06% | −44−6.1% | Reduced |
| Signet Financial Management, LLC | 639 | $103.0K | 0.02% | +639 | New |
| Institutional & Family Asset Management, LLC | 594 | $96.0K | 0.02% | −259−30.4% | Reduced |
| Fieldpoint Private Securities, LLC | 584 | $94.0K | 0.02% | −290−33.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 583 | $94.0K | 0.05% | +583 | New |
| Fortitude Advisory Group L.L.C. | 573 | $93.0K | 0.05% | +573 | New |
| Optimum Investment Advisors | 572 | $92.0K | 0.04% | −100−14.9% | Reduced |
| Massmutual Trust Co FSB | 567 | $92.0K | 0.00% | −100−15.0% | Reduced |
| MUFG Americas Holdings Corp | 517 | $84.0K | 0.00% | +451+683.3% | Added |
| Covestor Ltd | 518 | $84.0K | 0.12% | +518 | New |
| FinTrust Capital Advisors, LLC | 503 | $81.0K | 0.02% | −2,409−82.7% | Reduced |
| Magnolia Capital Management Ltd | 500 | $81.0K | 0.06% | +500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 491 | $79.0K | 0.01% | +30+6.5% | Added |
| Benjamin Edwards Inc | 483 | $78.0K | 0.03% | +223+85.8% | Added |
| Ahrens Investment Partners LLC | 474 | $77.0K | 0.03% | +474 | New |
| TAP Consulting, LLC | 471 | $76.0K | 0.02% | +471 | New |
| RE Advisers Corp | 466 | $75.0K | 0.00% | +111+31.3% | Added |
| Mystic Asset Management, Inc. | 455 | $73.0K | 0.03% | +455 | New |
| Rockbridge Investment Management, LCC | 448 | $72.0K | 0.01% | +320+250.0% | Added |
| Howe & Rusling Inc | 445 | $72.0K | 0.01% | +445 | New |
| KB Financial Partners, LLC | 446 | $72.0K | 0.02% | +446 | New |
| Hall Laurie J Trustee | 440 | $71.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 435 | $70.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 400 | $65.0K | 0.04% | 00.0% | Unchanged |
| Water Island Capital LLC | 400 | $65.0K | 0.00% | +400 | New |
| Private Ocean, LLC | 390 | $63.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 391 | $63.0K | 0.05% | +30+8.3% | Added |
| Smithfield Trust Co | 382 | $63.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 373 | $60.0K | 0.01% | −150−28.7% | Reduced |
| Carolinas Wealth Consulting LLC | 373 | $60.0K | 0.01% | −4−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 365 | $59.0K | 0.01% | +6+1.7% | Added |
| Centerpoint Advisors, LLC | 360 | $58.0K | 0.03% | −700−66.0% | Reduced |
| Trustcore Financial Services, LLC | 355 | $57.0K | 0.01% | −2,016−85.0% | Reduced |
| Enterprise Trust & Investment Co | 350 | $57.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 351 | $57.0K | 0.00% | +105+42.7% | Added |
| Selective Wealth Management, Inc. | 350 | $57.0K | 0.02% | +200+133.3% | Added |
| Bogart Wealth, LLC | 343 | $55.0K | 0.00% | −2−0.6% | Reduced |
| Gleason Group, Inc. | 335 | $54.0K | 0.02% | −20−5.6% | Reduced |
| Monolith Advisors | 335 | $54.0K | 0.04% | +335 | New |
| Bedel Financial Consulting, Inc. | 324 | $52.0K | 0.02% | −25−7.2% | Reduced |
| Amplius Wealth Advisors, LLC | 323 | $52.0K | 0.01% | +323 | New |
| Sutton Wealth Advisors Inc. | 317 | $51.2K | 0.02% | +10+3.3% | Added |
| SJS Investment Consulting Inc. | 318 | $51.0K | 0.02% | +318 | New |
| North Star Investment Management Corp. | 303 | $49.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 296 | $48.0K | 0.00% | −1,150−79.5% | Reduced |
| Webster Bank, N. A. | 290 | $47.0K | 0.00% | +30+11.5% | Added |
| FourThought Financial, LLC | 290 | $47.0K | 0.01% | +78+36.8% | Added |
| Whittier Trust Co | 283 | $46.0K | 0.00% | −385−57.6% | Reduced |