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 25 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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $8.00K | 0.00% | +50 | New |
| Cedar Wealth Management, LLC | 52 | $8.00K | 0.00% | +52 | New |
| CVA Family Office, LLC | 50 | $8.00K | 0.00% | +50 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 69 | $8.00K | 0.01% | +69 | New |
| Activest Wealth Management | 42 | $7.00K | 0.00% | +42 | New |
| Cribstone Capital Management, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 39 | $6.00K | 0.00% | +13+50.0% | Added |
| Center for Financial Planning, Inc. | 40 | $6.00K | 0.00% | +40 | New |
| Mach-1 Financial Group, Inc. | 42 | $6.00K | 0.00% | +42 | New |
| Bivin & Associates, Inc. | 35 | $6.00K | 0.01% | +35 | New |
| Glen Eagle Advisors, LLC | 35 | $5.65K | 0.00% | −37−51.4% | Reduced |
| Caption Management, LLC | 34 | $5.00K | 0.00% | −9,866−99.7% | Reduced |
| Hexagon Capital Partners LLC | 30 | $5.00K | 0.00% | −77−72.0% | Reduced |
| Belmont Capital, LLC | 34 | $5.00K | 0.00% | −16−32.0% | Reduced |
| Vigilant Capital Management, LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 29 | $5.00K | 0.00% | +4+16.0% | Added |
| C M Bidwell & Associates Ltd | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 26 | $4.00K | 0.00% | +1+4.0% | Added |
| Edge Wealth Management LLC | 22 | $4.00K | 0.00% | +11+100.0% | Added |
| Ritter Daniher Financial Advisory, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Kessler Investment Group, LLC | 19 | $3.00K | 0.00% | −213−91.8% | Reduced |
| Baystate Wealth Management LLC | 17 | $3.00K | 0.00% | −25−59.5% | Reduced |
| Duncker Streett & Co Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $3.00K | 0.00% | +12+150.0% | Added |
| Econ Financial Services Corp | 21 | $3.00K | 0.00% | +21 | New |
| Byrne Asset Management LLC | 20 | $3.00K | 0.00% | +20 | New |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −124,730−100.0% | Reduced |
| Lake Point Wealth Management | 12 | $2.00K | 0.00% | −34−73.9% | Reduced |
| Versant Capital Management, Inc | 11 | $2.00K | 0.00% | −25−69.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 12 | $2.00K | 0.00% | +2+20.0% | Added |
| Delos Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 20 | $2.00K | 0.00% | +20 | New |
| Core Alternative Capital | 13 | $2.00K | 0.00% | +13 | New |
| Citizens National Bank Trust Department | 15 | $2.00K | 0.00% | +15 | New |
| BCR Wealth Strategies, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Enterprise Financial Services Corp | 7 | $1.00K | 0.00% | −935−99.3% | Reduced |
| Charter Oak Capital Management, LLC | 4 | $1.00K | 0.00% | −11−73.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| Delta Asset Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Ford Financial Group, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Robbins Farley LLC | 5 | $1.00K | 0.00% | +5 | New |
| Curi Capital | 11 | $1.00K | 0.00% | +11 | New |
| Macroview Investment Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| James Reed Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Alpha Family Trust | 32,200 | – | – | +32,200 | New |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Melvin Capital Management LP | 0 | $0 | 0.00% | −1,300,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −719,818−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −570,350−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −461,768−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −289,585−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −247,134−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −129,000−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −111,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −106,340−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −105,500−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −102,588−100.0% | Sold out |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −88,017−100.0% | Sold out |
| Ma Investment Partnership, LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Kuvari Partners LLP | 0 | $0 | 0.00% | −77,490−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −58,433−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −55,200−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −52,845−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −44,213−100.0% | Sold out |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −39,638−100.0% | Sold out |
| Axel Capital Management, LLC | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −37,751−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −35,181−100.0% | Sold out |
| Gratus Capital LLC | 0 | $0 | 0.00% | −34,703−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,517−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −32,711−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −32,626−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −30,444−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |