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 27 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, Q1 2022
Institutional positions in Block, Inc. as of Mar 31, 2022. 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
- 1,251
- −101 vs. Q4 2021
- Shares held
- 369.3M
- +50.2M (+15.7%) vs. Q4 2021
- Total value
- $50.0B
- −$1.55B (−3.0%) vs. Q4 2021
- New holders
- 155
- 607 more added
- Sold out
- 256
- 356 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 100 | $14.0K | 0.00% | +100 | New |
| IAG Wealth Partners, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Intelligent Financial Strategies | 105 | $14.0K | 0.01% | +105 | New |
| Kelly Financial Services LLC | 105 | $14.2K | 0.01% | −25−19.2% | Reduced |
| Zions Bancorporation, N.A. | 107 | $15.0K | 0.00% | −1,450−93.1% | Reduced |
| Orion Capital Management LLC | 114 | $15.0K | 0.01% | +49+75.4% | Added |
| TD Ameritrade Investment Management, LLC | 109 | $15.0K | 0.00% | +109 | New |
| LFA - Lugano Financial Advisors SA | 115 | $15.0K | 0.01% | +115 | New |
| Retirement Group, LLC | 116 | $16.0K | 0.01% | +12+11.5% | Added |
| North Star Investment Management Corp. | 128 | $17.0K | 0.00% | −175−57.8% | Reduced |
| Gradient Investments LLC | 140 | $19.0K | 0.00% | −41,214−99.7% | Reduced |
| Kessler Investment Group, LLC | 138 | $19.0K | 0.01% | +119+626.3% | Added |
| Field & Main Bank | 145 | $20.0K | 0.01% | −3,093−95.5% | Reduced |
| Tradewinds Capital Management, LLC | 150 | $20.0K | 0.00% | −25−14.3% | Reduced |
| Toth Financial Advisory Corp | 147 | $20.0K | 0.00% | −15−9.3% | Reduced |
| Farmers & Merchants Investments Inc | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 149 | $20.0K | 0.01% | +91+156.9% | Added |
| Global Financial Private Client, LLC | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 154 | $21.0K | 0.01% | +13+9.2% | Added |
| Zullo Investment Group, Inc. | 155 | $21.0K | 0.01% | +25+19.2% | Added |
| Core Alternative Capital | 156 | $21.0K | 0.01% | +143+1,100.0% | Added |
| Quent Capital, LLC | 164 | $22.0K | 0.00% | +72+78.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 175 | $24.0K | 0.00% | −45−20.5% | Reduced |
| Key Financial Inc | 177 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 180 | $24.4K | 0.01% | +180 | New |
| Earnest Partners LLC | 186 | $25.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 181 | $25.0K | 0.01% | +70+63.1% | Added |
| Lenox Wealth Advisors, LLC | 202 | $25.0K | 0.00% | +163+417.9% | Added |
| Fieldpoint Private Securities, LLC | 190 | $26.0K | 0.01% | −394−67.5% | Reduced |
| TSFG, LLC | 191 | $26.0K | 0.01% | −73−27.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $27.0K | 0.01% | −235−54.0% | Reduced |
| Country Trust Bank | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 197 | $27.0K | 0.00% | +136+223.0% | Added |
| FinTrust Capital Advisors, LLC | 206 | $28.0K | 0.01% | −297−59.0% | Reduced |
| BerganKDV Wealth Management, LLC | 208 | $28.0K | 0.00% | +29+16.2% | Added |
| Atlantic Trust, LLC | 205 | $28.0K | 0.02% | +52+34.0% | Added |
| Pacifica Partners Inc. | 228 | $28.0K | 0.02% | +228 | New |
| Bank of New Hampshire | 205 | $28.0K | 0.01% | +205 | New |
| Ahrens Investment Partners LLC | 224 | $30.0K | 0.01% | −250−52.7% | Reduced |
| Itau Unibanco Holding S.A. | 219 | $30.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 224 | $30.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 218 | $30.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 221 | $30.0K | 0.01% | +18+8.9% | Added |
| Gleason Group, Inc. | 227 | $31.0K | 0.01% | −108−32.2% | Reduced |
| Cohen & Steers, Inc. | 228 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $31.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 225 | $31.0K | 0.02% | +68+43.3% | Added |
| South State Corp. | 235 | $32.0K | 0.00% | −6−2.5% | Reduced |
| Arlington Partners LLC | 234 | $32.0K | 0.01% | +156+200.0% | Added |
| Albion Financial Group | 241 | $33.0K | 0.00% | +15+6.6% | Added |
| Sound Income Strategies, LLC | 251 | $34.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 252 | $34.0K | 0.00% | +252 | New |
| Jackson, Grant Investment Advisers, Inc. | 265 | $36.0K | 0.02% | +265 | New |
| Bedel Financial Consulting, Inc. | 274 | $37.0K | 0.01% | −50−15.4% | Reduced |
| Solstein Capital, LLC | 281 | $38.0K | 0.03% | −1,497−84.2% | Reduced |
| Webster Bank, N. A. | 290 | $39.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 285 | $39.0K | 0.01% | +163+133.6% | Added |
| First Horizon Advisors, Inc. | 299 | $40.0K | 0.00% | −1,065−78.1% | Reduced |
| Resolute Partners Group | 296 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 291 | $40.0K | 0.00% | +23+8.6% | Added |
| IndexIQ Advisors LLC | 290 | $40.0K | 0.00% | +290 | New |
| MUFG Americas Holdings Corp | 301 | $41.0K | 0.00% | −216−41.8% | Reduced |
| Ogorek Anthony Joseph | 305 | $41.0K | 0.02% | +305 | New |
| Thompson Siegel & Walmsley LLC | 300 | $41.0K | 0.00% | +300 | New |
| Aquatic Capital Management LLC | 300 | $41.0K | 0.06% | +300 | New |
| Baldwin Brothers Inc | 323 | $44.0K | 0.00% | −50−13.4% | Reduced |
| SJS Investment Consulting Inc. | 329 | $44.0K | 0.01% | +11+3.5% | Added |
| Valley National Advisers Inc | 326 | $44.0K | 0.01% | +59+22.1% | Added |
| Sutton Wealth Advisors Inc. | 338 | $45.8K | 0.02% | +21+6.6% | Added |
| Beacon Capital Management, LLC | 329 | $46.0K | 0.01% | +329 | New |
| Optimum Investment Advisors | 350 | $47.0K | 0.02% | −222−38.8% | Reduced |
| Selective Wealth Management, Inc. | 350 | $47.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 350 | $47.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 365 | $49.0K | 0.00% | +22+6.4% | Added |
| Proequities, Inc. | 367 | $50.0K | 0.00% | −656−64.1% | Reduced |
| San Luis Wealth Advisors LLC | 310 | $50.0K | 0.02% | +310 | New |
| Smithfield Trust Co | 382 | $51.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 382 | $52.0K | 0.01% | −930−70.9% | Reduced |
| Atticus Wealth Management, LLC | 382 | $52.0K | 0.02% | −800−67.7% | Reduced |
| Massmutual Trust Co FSB | 391 | $53.0K | 0.00% | −176−31.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 400 | $54.0K | 0.03% | 00.0% | Unchanged |
| Monolith Advisors | 335 | $54.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 394 | $55.0K | 0.01% | −2,152−84.5% | Reduced |
| Rockbridge Investment Management, LCC | 418 | $55.9K | 0.01% | −30−6.7% | Reduced |
| State of Wyoming | 428 | $58.0K | 0.03% | −407−48.7% | Reduced |
| Hall Laurie J Trustee | 440 | $60.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 453 | $60.0K | 0.01% | +163+56.2% | Added |
| Industrial Alliance Investment Management Inc. | 443 | $60.0K | 0.00% | +202+83.8% | Added |
| Addison Advisors LLC | 439 | $60.0K | 0.03% | +274+166.1% | Added |
| Magnolia Capital Management Ltd | 500 | $68.0K | 0.06% | 00.0% | Unchanged |
| Caz Investments LP | 500 | $68.0K | 0.11% | +500 | New |
| Global Trust Asset Management, LLC | 516 | $70.0K | 0.03% | +441+588.0% | Added |
| Oasis Management Co Ltd. | 10,000 | $70.0K | 0.01% | +10,000 | New |
| JFS Wealth Advisors, LLC | 527 | $71.0K | 0.01% | +162+44.4% | Added |
| Pinebridge Investments, L.P. | 553 | $75.0K | 0.00% | −14,469−96.3% | Reduced |
| Covestor Ltd | 560 | $76.0K | 0.05% | +42+8.1% | Added |
| Centerpoint Advisors, LLC | 565 | $77.0K | 0.04% | +205+56.9% | Added |
| Neo Ivy Capital Management | 568 | $78.0K | 0.07% | −3,358−85.5% | Reduced |
| Heritage Wealth Management, LLC | 586 | $79.0K | 0.02% | +586 | New |