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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 594 | $81.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 596 | $81.0K | 0.06% | +596 | New |
| Benjamin Edwards Inc | 617 | $84.0K | 0.02% | +134+27.7% | Added |
| TCWP LLC | 650 | $88.0K | 0.02% | +650 | New |
| Stephens Consulting, LLC | 650 | $88.1K | 0.07% | −250−27.8% | Reduced |
| Endurance Wealth Management, Inc. | 660 | $89.0K | 0.01% | +600+1,000.0% | Added |
| Twin Lakes Capital Management, LLC | 679 | $92.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 703 | $95.0K | 0.00% | −221−23.9% | Reduced |
| Atwood & Palmer Inc | 700 | $95.0K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 700 | $95.0K | 0.07% | 00.0% | Unchanged |
| Elequin Capital LP | 699 | $95.0K | 0.02% | +699 | New |
| Hantz Financial Services, Inc. | 709 | $96.0K | 0.00% | +605+581.7% | Added |
| Fortitude Advisory Group L.L.C. | 722 | $98.0K | 0.05% | +149+26.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 719 | $98.0K | 0.07% | +719 | New |
| Washington Trust Advisors, Inc. | 752 | $102.0K | 0.01% | −132−14.9% | Reduced |
| Covington Capital Management | 762 | $103.0K | 0.00% | −15,971−95.4% | Reduced |
| Concord Wealth Partners | 782 | $106.0K | 0.03% | −467−37.4% | Reduced |
| Emfo, LLC | 800 | $108.0K | 0.10% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 812 | $110.0K | 0.09% | +12+1.5% | Added |
| Creative Financial Designs Inc | 810 | $110.0K | 0.02% | +34+4.4% | Added |
| Nauset Wealth Management. LLC | 820 | $111.0K | 0.09% | +820 | New |
| Harvest Fund Management Co., Ltd | 840 | $113.0K | 0.02% | −550−39.6% | Reduced |
| RE Advisers Corp | 834 | $113.0K | 0.00% | +368+79.0% | Added |
| Stephens Investment Management Group LLC | 856 | $116.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 897 | $121.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 907 | $122.0K | 0.03% | −3,523−79.5% | Reduced |
| Capital Advisors, Ltd. LLC | 900 | $122.0K | 0.02% | −6−0.7% | Reduced |
| Cambridge Trust Co | 966 | $131.0K | 0.00% | −189−16.4% | Reduced |
| Glassman Wealth Services | 966 | $131.0K | 0.02% | +19+2.0% | Added |
| Tradition Wealth Management, LLC | 976 | $132.0K | 0.02% | −484−33.2% | Reduced |
| Crewe Advisors LLC | 1,000 | $136.0K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $136.0K | 0.10% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $137.0K | 0.08% | 00.0% | Unchanged |
| American National Bank | 1,019 | $138.0K | 0.03% | −243−19.3% | Reduced |
| Huntington National Bank | 1,054 | $143.0K | 0.00% | +189+21.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,072 | $145.0K | 0.07% | +1,072 | New |
| Brewin Dolphin Ltd | 1,104 | $150.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,134 | $153.0K | 0.06% | +130+12.9% | Added |
| Independence Bank of Kentucky | 1,150 | $156.0K | 0.06% | +955+489.7% | Added |
| Larson Financial Group LLC | 1,156 | $157.0K | 0.03% | +333+40.5% | Added |
| Sandy Spring Bank | 1,170 | $159.0K | 0.01% | +293+33.4% | Added |
| HHM Wealth Advisors, LLC | 1,182 | $160.0K | 0.04% | +34+3.0% | Added |
| Washington Trust Co | 1,221 | $165.0K | 0.01% | +1+0.1% | Added |
| Fairfield Financial Advisors, LTD | 1,241 | $168.3K | 0.06% | +1,241 | New |
| Kings Point Capital Management | 1,298 | $176.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,308 | $177.0K | 0.02% | +1,048+403.1% | Added |
| O'Dell Group, LLC | 1,318 | $179.0K | 0.05% | +111+9.2% | Added |
| First Heartland Consultants, Inc. | 1,482 | $200.0K | 0.03% | −44−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 1,431 | $200.0K | 0.00% | −35−2.4% | Reduced |
| Fort Point Capital Partners LLC | 1,482 | $201.0K | 0.03% | −349−19.1% | Reduced |
| Allworth Financial LP | 1,488 | $202.0K | 0.00% | +144+10.7% | Added |
| 9258 Wealth Management, LLC | 1,492 | $202.0K | 0.05% | +1,492 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,500 | $203.0K | 0.07% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,499 | $203.0K | 0.02% | +1,499 | New |
| Paradigm Asset Management Co LLC | 1,500 | $203.4K | 0.05% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 1,500 | $203.4K | 0.13% | 00.0% | Unchanged |
| Advisor Resource Council | 1,499 | $204.0K | 0.06% | −2,535−62.8% | Reduced |
| Mather Group, LLC. | 1,501 | $204.0K | 0.00% | −642−30.0% | Reduced |
| Keel Point, LLC | 1,508 | $204.0K | 0.03% | +59+4.1% | Added |
| Morris Retirement Advisors, LLC | 1,515 | $205.0K | 0.16% | +30+2.0% | Added |
| Advisors Capital Management, LLC | 1,525 | $207.0K | 0.01% | −271−15.1% | Reduced |
| Sloy Dahl & Holst, LLC | 1,542 | $209.0K | 0.03% | −42,092−96.5% | Reduced |
| IPG Investment Advisors LLC | 1,539 | $209.0K | 0.04% | −1,370−47.1% | Reduced |
| Garde Capital, Inc. | 1,546 | $210.0K | 0.02% | −33−2.1% | Reduced |
| Investmark Advisory Group LLC | 1,566 | $212.0K | 0.22% | +89+6.0% | Added |
| Waldron Private Wealth LLC | 1,564 | $212.0K | 0.01% | +1,564 | New |
| Capital Financial Planning, LLC | 1,563 | $212.0K | 0.07% | +1,563 | New |
| Barings LLC | 1,571 | $213.0K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,570 | $213.0K | 0.08% | +100+6.8% | Added |
| Arrow Financial Corp | 1,580 | $214.0K | 0.03% | −61−3.7% | Reduced |
| Ropes Wealth Advisors LLC | 1,578 | $214.0K | 0.04% | −5−0.3% | Reduced |
| Beaton Management Co. Inc. | 1,575 | $214.0K | 0.13% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,588 | $215.0K | 0.03% | −131−7.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,588 | $215.0K | 0.02% | +50+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,592 | $215.0K | 0.02% | +352+28.4% | Added |
| Periscope Capital Inc. | 1,582 | $215.0K | 0.01% | +1,582 | New |
| Desjardins Global Asset Management Inc. | 1,602 | $217.0K | 0.02% | +303+23.3% | Added |
| Pictet North America Advisors SA | 1,611 | $219.0K | 0.03% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,612 | $219.0K | 0.21% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,620 | $220.0K | 0.17% | +165+11.3% | Added |
| Pensionmark Financial Group, LLC | 1,632 | $221.0K | 0.05% | +1,632 | New |
| Cypress Wealth Services, LLC | 1,639 | $222.0K | 0.06% | −416−20.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,649 | $223.0K | 0.02% | +1,649 | New |
| Comerica Securities,inc. | 1,650 | $224.0K | 0.02% | −111−6.3% | Reduced |
| Zuckerman Investment Group, LLC | 1,655 | $224.0K | 0.04% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,649 | $224.0K | 0.07% | +1,649 | New |
| Avidian Wealth Solutions, LLC | 1,658 | $225.0K | 0.01% | +154+10.2% | Added |
| Guerra Pan Advisors, LLC | 2,259 | $226.0K | 0.27% | +100+4.6% | Added |
| Koshinski Asset Management, Inc. | 1,680 | $227.8K | 0.02% | −765−31.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,682 | $228.0K | 0.00% | +9+0.5% | Added |
| Howard Capital Management Group, LLC | 1,683 | $228.0K | 0.02% | +125+8.0% | Added |
| Ocean Capital Management, LLC | 1,645 | $228.0K | 0.09% | +1,645 | New |
| Menard Financial Group LLC | 1,698 | $230.0K | 0.23% | +1,698 | New |
| Evercore Wealth Management, LLC | 1,705 | $231.0K | 0.00% | +1,705 | New |
| BCJ Capital Management, LLC | 1,700 | $231.0K | 0.02% | +1,700 | New |
| Rollins Financial | 1,708 | $232.0K | 0.07% | +1,708 | New |
| Colony Group LLC | 1,716 | $233.0K | 0.00% | −44−2.5% | Reduced |
| Encompass Wealth Advisors, LLC | 1,734 | $235.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,732 | $235.0K | 0.09% | +1,732 | New |
| Level Four Advisory Services, LLC | 1,747 | $237.0K | 0.02% | +423+31.9% | Added |