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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 3,491 | $564.0K | 0.02% | +59+1.7% | Added |
| Acadian Asset Management LLC | 3,482 | $561.0K | 0.00% | −3,325−48.8% | Reduced |
| Two Sigma Securities, LLC | 3,457 | $558.0K | 0.11% | +3,457 | New |
| Warther Private Wealth, LLC | 3,393 | $557.0K | 0.41% | +76+2.3% | Added |
| Swiss Life Asset Management Ltd | 3,434 | $554.6K | 0.01% | −6−0.2% | Reduced |
| CNB Bank | 3,425 | $553.0K | 0.30% | +616+21.9% | Added |
| Tiger Eye Capital LLC | 3,418 | $552.0K | 0.15% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 3,405 | $550.0K | 0.33% | −45−1.3% | Reduced |
| Wealth Alliance | 3,395 | $548.0K | 0.11% | −182−5.1% | Reduced |
| CSS LLC | 3,391 | $548.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,356 | $542.0K | 0.02% | −70−2.0% | Reduced |
| Focus Financial Network, Inc. | 3,346 | $540.4K | 0.08% | +226+7.2% | Added |
| Bokf, NA | 3,335 | $538.0K | 0.01% | −2,727−45.0% | Reduced |
| Next Capital Management LLC | 3,305 | $534.0K | 0.37% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,300 | $533.0K | 0.03% | −1,900−36.5% | Reduced |
| Intrua Financial, LLC | 3,291 | $532.0K | 0.09% | −247−7.0% | Reduced |
| Coastline Trust Co | 3,258 | $526.0K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 3,238 | $523.0K | 0.30% | −60−1.8% | Reduced |
| Seeyond | 3,242 | $523.0K | 0.05% | −40−1.2% | Reduced |
| WP Advisors, LLC | 3,241 | $523.0K | 0.22% | 00.0% | Unchanged |
| Asset Management Corp | 3,225 | $521.0K | 0.30% | −250−7.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,226 | $521.0K | 0.02% | +36+1.1% | Added |
| Patriot Investment Management Inc. | 3,209 | $518.0K | 0.04% | +67+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 3,176 | $513.0K | 0.04% | +152+5.0% | Added |
| Signaturefd, LLC | 3,170 | $512.0K | 0.02% | −769−19.5% | Reduced |
| Van Hulzen Asset Management, LLC | 3,148 | $508.0K | 0.06% | +140+4.7% | Added |
| Resource Management, LLC | 3,128 | $505.0K | 0.05% | +111+3.7% | Added |
| WJ Wealth Management, LLC | 3,127 | $503.0K | 0.30% | +82+2.7% | Added |
| Veritable, L.P. | 3,090 | $499.0K | 0.01% | −531−14.7% | Reduced |
| Alpha Cubed Investments, LLC | 3,082 | $498.0K | 0.03% | −269−8.0% | Reduced |
| Change Path, LLC | 3,076 | $497.0K | 0.02% | −1,584−34.0% | Reduced |
| Regentatlantic Capital LLC | 3,056 | $494.0K | 0.01% | +1,068+53.7% | Added |
| V Wealth Advisors LLC | 3,050 | $493.0K | 0.07% | +15+0.5% | Added |
| RFG Advisory, LLC | 3,055 | $493.0K | 0.03% | +712+30.4% | Added |
| Northeast Financial Consultants Inc | 3,094 | $491.0K | 0.03% | −2,385−43.5% | Reduced |
| Octavia Wealth Advisors, LLC | 3,039 | $491.0K | 0.11% | +556+22.4% | Added |
| Principal Street Partners, LLC | 3,016 | $487.0K | 0.12% | −482−13.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,001 | $485.0K | 0.03% | +161+5.7% | Added |
| Clear Street Markets LLC | 3,000 | $485.0K | 0.04% | +3,000 | New |
| Parkwood LLC | 2,965 | $479.0K | 0.08% | −2,751−48.1% | Reduced |
| Assetmark, Inc | 2,957 | $478.0K | 0.00% | +2,661+899.0% | Added |
| Chicago Trust Co NA | 2,940 | $475.0K | 0.09% | −100−3.3% | Reduced |
| Tiedemann Advisors, LLC | 2,941 | $475.0K | 0.02% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 2,926 | $473.0K | 0.39% | +1,264+76.1% | Added |
| Telemus Capital, LLC | 2,916 | $471.0K | 0.04% | +190+7.0% | Added |
| IPG Investment Advisors LLC | 2,909 | $470.0K | 0.09% | +2,909 | New |
| Howard Wealth Management, LLC | 2,908 | $469.0K | 0.25% | −104−3.5% | Reduced |
| Transcend Wealth Collective, LLC | 2,905 | $469.0K | 0.04% | +1,684+137.9% | Added |
| Cigna Investments Inc | 2,890 | $467.0K | 0.04% | −23−0.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,850 | $460.0K | 0.03% | −810−22.1% | Reduced |
| Precision Wealth Strategies, LLC | 2,830 | $457.0K | 0.33% | +1,354+91.7% | Added |
| Laidlaw Wealth Management LLC | 2,826 | $456.0K | 0.07% | −392−12.2% | Reduced |
| Alpha Square Group S, LLC | 2,800 | $452.0K | 0.09% | +2,800 | New |
| Northern Oak Wealth Management Inc | 2,773 | $448.0K | 0.05% | −3,186−53.5% | Reduced |
| ASB Consultores, LLC | 2,758 | $445.0K | 0.22% | +2,758 | New |
| First Manhattan Co | 2,746 | $443.0K | 0.00% | −6,173−69.2% | Reduced |
| Financial Architects, Inc | 2,745 | $443.0K | 0.06% | +5+0.2% | Added |
| Engine No. 1 LLC | 2,732 | $441.0K | 0.09% | −66,926−96.1% | Reduced |
| Panagora Asset Management Inc | 2,718 | $439.0K | 0.00% | −2,699−49.8% | Reduced |
| Stonegate Investment Group, LLC | 2,710 | $438.0K | 0.02% | +2,710 | New |
| Arnhold LLC | 2,707 | $437.0K | 0.05% | +56+2.1% | Added |
| EPIQ Capital Group, LLC | 2,701 | $436.0K | 0.08% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 2,693 | $435.0K | 0.10% | +253+10.4% | Added |
| Archford Capital Strategies, LLC | 2,678 | $433.0K | 0.10% | +203+8.2% | Added |
| Rosenberg Matthew Hamilton | 2,661 | $430.0K | 0.15% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,665 | $429.0K | 0.33% | +2,665 | New |
| Partners Group Holding AG | 2,633 | $425.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,629 | $424.0K | 0.01% | −5,036−65.7% | Reduced |
| Crossmark Global Holdings, Inc. | 2,615 | $422.0K | 0.01% | −50−1.9% | Reduced |
| CWA Asset Management Group, LLC | 2,609 | $421.0K | 0.03% | −300−10.3% | Reduced |
| Catalyst Private Wealth, LLC | 2,602 | $420.0K | 0.18% | −105−3.9% | Reduced |
| TRUE Private Wealth Advisors | 2,602 | $420.0K | 0.06% | +418+19.1% | Added |
| Lineweaver Wealth Advisors, LLC | 2,602 | $420.0K | 0.12% | +699+36.7% | Added |
| Sentinel Trust Co Lba | 2,576 | $416.0K | 0.05% | +2,576 | New |
| BTC Capital Management, Inc. | 2,577 | $414.0K | 0.04% | +737+40.1% | Added |
| JGP Wealth Management, LLC | 2,885 | $414.0K | 0.08% | +1,983+219.8% | Added |
| Michael B. Yongue | 2,557 | $413.0K | 0.28% | +2,557 | New |
| Carson Advisory Inc. | 2,560 | $413.0K | 0.42% | +2,560 | New |
| Tyler-Stone Wealth Management | 2,558 | $413.0K | 0.22% | +2,558 | New |
| Asset Dedication, LLC | 2,546 | $412.0K | 0.05% | −250−8.9% | Reduced |
| Wolff Wiese Magana LLC | 2,551 | $412.0K | 0.27% | +88+3.6% | Added |
| Pittenger & Anderson Inc | 2,511 | $406.0K | 0.02% | −659−20.8% | Reduced |
| Mirador Capital Partners LP | 2,496 | $403.0K | 0.08% | +238+10.5% | Added |
| Clear Creek Financial Management, LLC | 2,480 | $401.0K | 0.06% | +1,248+101.3% | Added |
| Caerus Investment Advisors, LLC | 2,480 | $401.0K | 0.46% | +2,480 | New |
| First Citizens Bank & Trust Co | 2,480 | $400.0K | 0.02% | +248+11.1% | Added |
| Howland Capital Management LLC | 2,470 | $399.0K | 0.02% | +10+0.4% | Added |
| Lake Street Financial LLC | 2,457 | $397.0K | 0.07% | +374+18.0% | Added |
| Corsicana & Co. | 2,460 | $397.0K | 0.24% | +2,460 | New |
| Venture Visionary Partners LLC | 2,453 | $396.0K | 0.03% | +135+5.8% | Added |
| Arlington Financial Advisors, LLC | 2,452 | $396.0K | 0.13% | +1,052+75.1% | Added |
| Alta Wealth Advisors LLC | 2,453 | $396.0K | 0.24% | +2,453 | New |
| Vahanian & Associates Financial Planning Inc. | 2,451 | $396.0K | 0.32% | +2,451 | New |
| Van Leeuwen & Company, LLC | 2,446 | $395.0K | 0.22% | −2,200−47.4% | Reduced |
| Regatta Capital Group, LLC | 2,444 | $395.0K | 0.14% | +2,444 | New |
| Koshinski Asset Management, Inc. | 2,445 | $394.9K | 0.03% | −103−4.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,441 | $394.0K | 0.08% | −129−5.0% | Reduced |
| One Capital Management, LLC | 2,441 | $394.0K | 0.03% | +2,441 | New |
| Kozak & Associates, Inc. | 3,607 | $393.0K | 0.25% | +436+13.7% | Added |
| Clear Perspective Advisors, LLC | 2,434 | $393.0K | 0.12% | −148−5.7% | Reduced |