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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 7,646 | $1.24M | 0.09% | +37+0.5% | Added |
| Prospera Financial Services Inc | 7,615 | $1.23M | 0.05% | −6,295−45.3% | Reduced |
| Whitener Capital Management, Inc. | 7,573 | $1.22M | 0.44% | +647+9.3% | Added |
| HB Wealth Management, LLC | 7,542 | $1.22M | 0.02% | +7,542 | New |
| Monaco Asset Management SAM | 7,500 | $1.21M | 0.76% | +7,500 | New |
| Arkadios Wealth Advisors | 7,476 | $1.21M | 0.16% | +937+14.3% | Added |
| 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 |
| CWM, LLC | 7,461 | $1.21M | 0.01% | +7,461 | New |
| Northeast Investment Management | 7,456 | $1.20M | 0.06% | +645+9.5% | Added |
| Bryn Mawr Trust Co | 7,408 | $1.20M | 0.04% | 00.0% | Unchanged |
| WT Wealth Management | 7,377 | $1.19M | 0.44% | +951+14.8% | Added |
| Gries Financial LLC | 7,358 | $1.19M | 0.49% | −128−1.7% | Reduced |
| Assenagon Asset Management S.A. | 7,323 | $1.18M | 0.00% | −15,705−68.2% | Reduced |
| Pendal Group Limited | 7,221 | $1.17M | 0.01% | +3,607+99.8% | Added |
| Snowden Capital Advisors LLC | 7,207 | $1.16M | 0.06% | −39,164−84.5% | Reduced |
| 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 |
| Red Spruce Capital, LLC | 7,163 | $1.16M | 0.63% | +1,006+16.3% | Added |
| Laurel Wealth Advisors, Inc. | 7,136 | $1.15M | 0.09% | +536+8.1% | Added |
| Cloverfields Capital Group, LP | 7,132 | $1.15M | 0.36% | +426+6.4% | Added |
| 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 |
| International Assets Investment Management, LLC | 7,097 | $1.15M | 0.20% | −58−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 7,082 | $1.14M | 0.03% | −565−7.4% | Reduced |
| Oregon Public Employees Retirement Fund | 7,060 | $1.14M | 0.01% | −68,561−90.7% | Reduced |
| Geneos Wealth Management Inc. | 7,030 | $1.14M | 0.04% | −99−1.4% | Reduced |
| People's United Financial, Inc. | 6,981 | $1.13M | 0.03% | −1,885−21.3% | Reduced |
| Darwin Advisors, LLC | 8,752 | $1.12M | 0.18% | −624−6.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 6,850 | $1.11M | 0.30% | −60−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,810 | $1.10M | 0.10% | −3,657−34.9% | Reduced |
| IHT Wealth Management, LLC | 6,806 | $1.10M | 0.08% | −345−4.8% | 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 |
| Conway Capital Management, Inc. | 6,725 | $1.09M | 0.64% | −6,275−48.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,716 | $1.08M | 0.05% | +4,730+238.2% | 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 |
| B. Riley Wealth Management, Inc. | 6,608 | $1.07M | 0.07% | +28+0.4% | Added |
| IBM Retirement Fund | 6,591 | $1.06M | 0.13% | −4,615−41.2% | Reduced |
| HBK Investments L P | 6,590 | $1.06M | 0.02% | +5,097+341.4% | Added |
| Laffer Tengler Investments | 6,564 | $1.06M | 0.31% | +1,255+23.6% | Added |
| Seaport Global Advisors, LLC | 6,542 | $1.06M | 1.45% | +6,542 | New |
| Beacon Investment Advisory Services, Inc. | 6,500 | $1.05M | 0.04% | +774+13.5% | Added |
| 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 |
| Frontier Wealth Management LLC | 6,435 | $1.04M | 0.07% | −355−5.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,410 | $1.03M | 0.02% | −1,352−17.4% | Reduced |
| 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 |
| Werlinich Asset Management, LLC | 6,355 | $1.03M | 0.75% | 00.0% | Unchanged |
| Central Trust Co | 6,321 | $1.02M | 0.03% | −5,555−46.8% | 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 |
| Pacific Wealth Strategies Group, Inc. | 6,291 | $1.02M | 0.35% | −1,339−17.5% | Reduced |
| NEXT Financial Group, Inc | 6,202 | $1.00M | 0.07% | +832+15.5% | Added |
| JustInvest LLC | 6,165 | $996.0K | 0.06% | −1,059−14.7% | Reduced |
| Veriti Management LLC | 6,161 | $995.0K | 0.13% | −270−4.2% | Reduced |
| Fiduciary Trust Co | 6,097 | $985.0K | 0.02% | +897+17.3% | Added |
| Aft, Forsyth & Company, Inc. | 6,091 | $984.0K | 0.51% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 6,057 | $979.0K | 0.62% | +2,232+58.4% | Added |
| Guggenheim Capital LLC | 6,026 | $973.0K | 0.01% | −4,195−41.0% | Reduced |
| Hongkou Capital LP | 6,000 | $969.0K | 0.96% | +6,000 | New |
| Mizuho Securities Co. Ltd. | 5,995 | $968.0K | 0.35% | −1,720−22.3% | Reduced |
| 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 |
| Advisor OS, LLC | 5,925 | $957.0K | 0.20% | +733+14.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,911 | $955.0K | 0.29% | −921−13.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,916 | $955.0K | 0.11% | +3,968+203.7% | Added |
| Apollon Wealth Management, LLC | 5,895 | $952.0K | 0.08% | +1,308+28.5% | Added |
| Alterity Financial Group, LLC | 5,856 | $946.0K | 1.02% | +5,856 | New |
| Tudor Investment Corp Et Al | 5,838 | $943.0K | 0.02% | −4,002−40.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,815 | $939.0K | 0.02% | +1,895+48.3% | Added |
| Bayesian Capital Management, LP | 5,800 | $937.0K | 0.30% | +3,219+124.7% | Added |
| Pinnacle Private Wealth, LLC | 5,795 | $936.0K | 0.29% | +5,795 | New |
| NVWM, LLC | 5,768 | $934.0K | 0.29% | +230+4.2% | Added |
| Adalta Capital Management LLC | 5,778 | $933.0K | 0.43% | −3,885−40.2% | Reduced |
| Yousif Capital Management, LLC | 5,776 | $933.0K | 0.01% | +5,776 | New |
| Gladstone Institutional Advisory LLC | 5,770 | $932.0K | 0.07% | −412−6.7% | Reduced |
| Apoletto Ltd | 5,767 | $931.0K | 0.12% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,765 | $923.0K | 0.01% | +49+0.9% | Added |
| Pensionfund DSM Netherlands | 5,700 | $921.0K | 0.11% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,665 | $915.0K | 0.27% | +18+0.3% | Added |
| RB Capital Management, LLC | 5,665 | $915.0K | 0.29% | +908+19.1% | Added |
| Private Portfolio Partners LLC | 5,653 | $913.0K | 0.23% | +692+13.9% | Added |
| Belpointe Asset Management LLC | 5,750 | $913.0K | 0.06% | −671−10.5% | Reduced |
| Bray Capital Advisors | 5,650 | $913.0K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,600 | $904.0K | 0.11% | −1,857−24.9% | Reduced |
| Csenge Advisory Group | 3,690 | $892.0K | 0.08% | −397−9.7% | Reduced |
| Atlas Capital Advisors LLC | 5,520 | $891.5K | 0.13% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 5,516 | $891.0K | 0.85% | +5,516 | New |
| Zacks Investment Management | 5,515 | $890.0K | 0.01% | −57,351−91.2% | Reduced |
| Donaldson Capital Management, LLC | 5,511 | $890.0K | 0.04% | +2,451+80.1% | Added |
| Foundations Investment Advisors, LLC | 6,075 | $884.0K | 0.03% | +1,886+45.0% | Added |
| Stiles Financial Services Inc | 5,475 | $884.0K | 0.43% | +5,475 | New |
| Bridgewater Advisors Inc. | 5,436 | $878.0K | 0.19% | −53−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 5,422 | $876.0K | 0.06% | −3,268−37.6% | Reduced |
| Aldebaran Financial Inc. | 5,315 | $858.0K | 0.67% | +85+1.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,262 | $850.0K | 0.14% | +288+5.8% | Added |
| Personal Capital Advisors Corp | 5,375 | $846.0K | 0.00% | +530+10.9% | Added |