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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,184 | $837.0K | 0.04% | −1,057−16.9% | Reduced |
| Legacy Bridge, LLC | 5,182 | $837.0K | 0.44% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,169 | $835.0K | 0.17% | +5,169 | New |
| Addison Capital Co | 5,145 | $831.0K | 0.37% | +75+1.5% | Added |
| First Hawaiian Bank | 5,010 | $809.0K | 0.02% | −548−9.9% | Reduced |
| McGuire Investment Group, LLC | 5,010 | $809.0K | 0.13% | +172+3.6% | Added |
| American Assets Investment Management, LLC | 5,000 | $808.0K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,704 | $807.0K | 0.01% | −7,125−55.5% | Reduced |
| Gotham Asset Management, LLC | 4,962 | $801.0K | 0.03% | −5,774−53.8% | Reduced |
| Money Concepts Capital Corp | 4,915 | $794.0K | 0.07% | +4,915 | New |
| Vestcor Inc | 4,905 | $792.0K | 0.03% | −872−15.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,848 | $783.0K | 0.06% | +393+8.8% | Added |
| Tilia Fiduciary Partners, Inc. | 4,844 | $782.0K | 0.63% | +4,844 | New |
| Quantum Private Wealth, LLC | 4,838 | $781.0K | 0.30% | +4,838 | New |
| Sanders Morris Harris LLC | 4,783 | $780.0K | 0.13% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4,822 | $779.0K | 0.15% | −700−12.7% | Reduced |
| Connectus Wealth, LLC | 4,816 | $778.0K | 0.03% | +4,816 | New |
| Avestar Capital, LLC | 4,809 | $777.0K | 0.14% | −4,352−47.5% | Reduced |
| Meridian Wealth Management, LLC | 4,802 | $776.0K | 0.08% | −654−12.0% | Reduced |
| MAI Capital Management | 4,777 | $772.0K | 0.01% | +1,830+62.1% | Added |
| Lattice Capital Management, LLC | 4,700 | $759.0K | 0.78% | +4,700 | New |
| Aaron Wealth Advisors | 4,691 | $757.0K | 0.21% | +10+0.2% | Added |
| Hodges Capital Management Inc. | 4,650 | $751.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,652 | $751.0K | 0.05% | +106+2.3% | Added |
| Ancora Advisors, LLC | 4,623 | $746.0K | 0.02% | −44−0.9% | Reduced |
| City Holding Co | 5,836 | $744.0K | 0.12% | +3,296+129.8% | Added |
| Prana Capital Management, LP | 4,584 | $740.0K | 0.06% | +4,584 | New |
| Orion Portfolio Solutions, LLC | 4,568 | $738.0K | 0.02% | +85+1.9% | Added |
| Washburn Capital Management, Inc. | 4,558 | $736.0K | 0.44% | −482−9.6% | Reduced |
| Sepio Capital, LP | 4,551 | $735.0K | 0.06% | +260+6.1% | Added |
| AlphaStar Capital Management, LLC | 5,482 | $731.0K | 0.06% | −153−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 4,524 | $731.0K | 0.04% | +4,524 | New |
| Wetherby Asset Management Inc | 4,493 | $726.0K | 0.04% | −573−11.3% | Reduced |
| Grandview Asset Management LLC | 4,489 | $725.0K | 0.29% | +4,489 | New |
| Premier Asset Management LLC | 4,475 | $723.0K | 0.13% | +4,475 | New |
| Smith, Moore & Co. | 4,464 | $721.0K | 0.10% | +20+0.5% | Added |
| Total Clarity Wealth Management, Inc. | 4,448 | $718.0K | 0.33% | −262−5.6% | Reduced |
| M&R Capital Management Inc | 4,430 | $715.0K | 0.15% | −159−3.5% | Reduced |
| Banco BTG Pactual S.A. | 4,421 | $714.0K | 2.09% | −149−3.3% | Reduced |
| Los Angeles Capital Management LLC | 4,404 | $711.0K | 0.00% | −69,818−94.1% | Reduced |
| Gofen & Glossberg LLC | 4,401 | $711.0K | 0.02% | −289−6.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,434 | $711.0K | 0.07% | +1,238+38.7% | Added |
| IFP Advisors, Inc | 4,363 | $710.0K | 0.01% | −3,979−47.7% | Reduced |
| Vista Finance, LLC | 4,396 | $710.0K | 0.73% | +4,396 | New |
| Stevard, LLC | 4,385 | $708.0K | 0.50% | −1,141−20.6% | Reduced |
| Fulcrum Asset Management LLP | – | $703.0K | 0.34% | – | – |
| IAM Advisory, LLC | 4,816 | $696.0K | 0.28% | −182−3.6% | Reduced |
| Griffin Asset Management, Inc. | 4,312 | $696.0K | 0.09% | −401−8.5% | Reduced |
| Garner Asset Management Corp | 4,305 | $695.0K | 0.29% | +210+5.1% | Added |
| Arete Wealth Advisors, LLC | 4,263 | $693.0K | 0.06% | +334+8.5% | Added |
| Vista Wealth Management Group, LLC | 4,289 | $693.0K | 0.11% | +2,873+202.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,282 | $692.0K | 0.16% | +4,282 | New |
| Ausdal Financial Partners, Inc. | 4,271 | $690.0K | 0.09% | −15,285−78.2% | Reduced |
| Alpine Global Management, LLC | 4,256 | $687.0K | 0.10% | +4,256 | New |
| Financial Advocates Investment Management | 14,131 | $679.0K | 0.05% | +9,295+192.2% | Added |
| GM Advisory Group, Inc. | 4,190 | $677.0K | 0.06% | −1,622−27.9% | Reduced |
| Insight Advisors, LLC | 4,182 | $675.0K | 0.20% | −1,018−19.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,129 | $667.0K | 0.01% | −1,409−25.4% | Reduced |
| Schnieders Capital Management LLC | 4,130 | $667.0K | 0.16% | +148+3.7% | Added |
| Kistler-Tiffany Companies, LLC | 4,119 | $665.0K | 0.13% | +544+15.2% | Added |
| SWS Partners | 4,060 | $656.0K | 0.37% | +99+2.5% | Added |
| Camden Capital, LLC | 4,040 | $653.0K | 0.14% | −608−13.1% | Reduced |
| Monterey Private Wealth, Inc. | 4,044 | $653.0K | 0.32% | +6+0.1% | Added |
| Advisor Resource Council | 4,034 | $652.0K | 0.05% | +3,107+335.2% | Added |
| Almanack Investment Partners, LLC. | 4,029 | $651.0K | 0.05% | −28−0.7% | Reduced |
| Charles Schwab Trust Co | 4,000 | $646.0K | 0.10% | 00.0% | Unchanged |
| Seldon Capital LP | 4,000 | $646.0K | 0.42% | +4,000 | New |
| Key Client Fiduciary Advisors, LLC | 3,991 | $645.0K | 0.54% | +3,991 | New |
| Juncture Wealth Strategies, LLC | 3,974 | $642.0K | 0.31% | +461+13.1% | Added |
| Column Capital Advisors, LLC | 3,966 | $641.0K | 0.12% | +408+11.5% | Added |
| Independent Solutions Wealth Management, LLC | 3,957 | $639.1K | 0.15% | −376−8.7% | Reduced |
| HBK Sorce Advisory LLC | 3,944 | $637.0K | 0.03% | −113−2.8% | Reduced |
| Thoroughbred Financial Services, LLC | 3,940 | $636.0K | 0.13% | −361−8.4% | Reduced |
| Neo Ivy Capital Management | 3,926 | $634.0K | 0.91% | +3,926 | New |
| Interchange Capital Partners, LLC | 3,927 | $634.0K | 0.64% | +3,927 | New |
| Capital International Sarl | 3,915 | $632.0K | 0.03% | +3,915 | New |
| Truvestments Capital LLC | 3,863 | $624.0K | 0.31% | +365+10.4% | Added |
| Executive Wealth Management, LLC | 3,860 | $623.0K | 0.06% | −301−7.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,827 | $618.0K | 0.14% | +25+0.7% | Added |
| Elite Wealth Management, Inc. | 3,790 | $612.0K | 0.24% | +2,062+119.3% | Added |
| Ameritas Advisory Services, LLC | 3,792 | $612.0K | 0.02% | +3,792 | New |
| Jupiter Asset Management Ltd | 3,700 | $611.0K | 0.01% | −65,404−94.6% | Reduced |
| Lloyd Park, LLC | 3,770 | $609.0K | 0.48% | +3,770 | New |
| Personal Cfo Solutions, LLC | 3,756 | $607.0K | 0.11% | −465−11.0% | Reduced |
| Roman Butler Fullerton & Co | 3,761 | $607.0K | 0.27% | +6+0.2% | Added |
| Abbrea Capital, LLC | 3,755 | $606.0K | 0.08% | +42+1.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,740 | $605.0K | 0.01% | −194−4.9% | Reduced |
| Hilltop Holdings Inc. | 3,718 | $601.0K | 0.06% | −1,271−25.5% | Reduced |
| Private Advisory Group LLC | 3,701 | $598.0K | 0.12% | +3,701 | New |
| Mission Wealth Management, LP | 3,653 | $590.0K | 0.03% | +1,930+112.0% | Added |
| Centaurus Financial, Inc. | 3,603 | $582.0K | 0.04% | +39+1.1% | Added |
| Traynor Capital Management, Inc. | 3,604 | $582.0K | 0.07% | +1,048+41.0% | Added |
| Vienna Asset Management LLC | 3,580 | $578.0K | 0.52% | +3,580 | New |
| Sheaff Brock Investment Advisors, LLC | 3,542 | $572.0K | 0.05% | +58+1.7% | Added |
| Ascent Wealth Partners, LLC | 3,532 | $570.0K | 0.10% | −1,963−35.7% | Reduced |
| Phoenix Wealth Advisors | 3,531 | $570.0K | 0.43% | −408−10.4% | Reduced |
| Wealth Effects LLC | 3,506 | $566.0K | 0.23% | +3,506 | New |
| Wisconsin Capital Management LLC | 3,500 | $565.0K | 0.23% | −13,128−79.0% | Reduced |
| Fulton Bank, N.A. | 3,500 | $565.0K | 0.02% | −186−5.0% | Reduced |
| Boulder Hill Capital Management LP | 3,500 | $565.0K | 0.55% | +3,500 | New |