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, 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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 2,540 | $344.0K | 0.04% | −1,064−29.5% | Reduced |
| Mirador Capital Partners LP | 2,539 | $344.0K | 0.07% | +43+1.7% | Added |
| L.M. Kohn & Company | 2,532 | $344.0K | 0.13% | +2,532 | New |
| Van Leeuwen & Company, LLC | 2,541 | $345.0K | 0.25% | +95+3.9% | Added |
| Tyler-Stone Wealth Management | 2,558 | $347.0K | 0.19% | 00.0% | Unchanged |
| Financial Architects, Inc | 2,572 | $349.0K | 0.05% | −173−6.3% | Reduced |
| NovaPoint Capital, LLC | 2,578 | $350.0K | 0.13% | +696+37.0% | Added |
| V Wealth Advisors LLC | 2,589 | $351.0K | 0.06% | −461−15.1% | Reduced |
| Pitti Group Wealth Management, LLC | 2,587 | $351.0K | 0.41% | +373+16.8% | Added |
| Derbend Asset Management | 2,174 | $351.0K | 0.34% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,599 | $352.0K | 0.03% | −10−0.4% | Reduced |
| Clear Creek Financial Management, LLC | 2,609 | $354.0K | 0.06% | +129+5.2% | Added |
| Hudock, Inc. | 2,619 | $355.0K | 0.10% | +1,003+62.1% | Added |
| Natixis Investment Managers International | 2,629 | $356.0K | 0.01% | +2,629 | New |
| JGP Wealth Management, LLC | 2,897 | $357.0K | 0.07% | +12+0.4% | Added |
| Arnhold LLC | 2,651 | $359.0K | 0.04% | −56−2.1% | Reduced |
| WMG Financial Advisors, LLC | 2,670 | $365.0K | 0.27% | +5+0.2% | Added |
| EPIQ Capital Group, LLC | 2,701 | $366.0K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,700 | $366.0K | 0.01% | +804+42.4% | Added |
| Rosenberg Matthew Hamilton | 2,731 | $370.0K | 0.13% | +70+2.6% | Added |
| Trevian Wealth Management LLC | 2,758 | $374.0K | 0.36% | −2,758−50.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,755 | $374.0K | 0.00% | +1,842+201.8% | Added |
| HM Payson & Co | 2,796 | $379.0K | 0.01% | +1,347+93.0% | Added |
| Keudell/Morrison Wealth Management | 2,800 | $380.0K | 0.16% | +410+17.2% | Added |
| Claro Advisors LLC | 2,392 | $386.0K | 0.14% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,852 | $387.0K | 0.07% | +2,852 | New |
| Kore Private Wealth LLC | 2,880 | $390.0K | 0.05% | +2,880 | New |
| Change Path, LLC | 2,887 | $391.0K | 0.02% | −189−6.1% | Reduced |
| Brighton Jones LLC | 2,885 | $391.0K | 0.02% | +1,048+57.0% | Added |
| Kozak & Associates, Inc. | 3,607 | $393.0K | 0.25% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,898 | $393.0K | 0.06% | +1,631+128.7% | Added |
| Hilltop Holdings Inc. | 2,918 | $396.0K | 0.04% | −800−21.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,921 | $396.0K | 0.01% | −570−16.3% | Reduced |
| Focused Wealth Management, Inc | 2,923 | $396.0K | 0.06% | +800+37.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,931 | $397.0K | 0.01% | −809−21.6% | Reduced |
| Howard Wealth Management, LLC | 2,928 | $397.0K | 0.22% | +20+0.7% | Added |
| Csenge Advisory Group | 2,959 | $401.0K | 0.03% | −731−19.8% | Reduced |
| Archford Capital Strategies, LLC | 2,966 | $403.0K | 0.09% | +288+10.8% | Added |
| Sequoia Financial Advisors, LLC | 2,970 | $403.0K | 0.01% | +897+43.3% | Added |
| Grimes & Company, Inc. | 2,985 | $405.0K | 0.02% | −371−11.1% | Reduced |
| Crossmark Global Holdings, Inc. | 2,995 | $406.0K | 0.01% | +380+14.5% | Added |
| Astrantus Ltd | 3,000 | $407.0K | 0.68% | −5,400−64.3% | Reduced |
| Insight Advisors, LLC | 3,007 | $407.0K | 0.12% | −1,175−28.1% | Reduced |
| Metis Global Partners, LLC | 2,999 | $407.0K | 0.05% | +2,999 | New |
| Ameritas Advisory Services, LLC | 3,006 | $408.0K | 0.01% | −786−20.7% | Reduced |
| Wealth Effects LLC | 3,006 | $408.0K | 0.19% | −500−14.3% | Reduced |
| Twelve Points Wealth Management LLC | 3,022 | $410.0K | 0.31% | +3,022 | New |
| IFG Advisory, LLC | 3,071 | $416.0K | 0.04% | +735+31.5% | Added |
| Northeast Financial Consultants Inc | 3,094 | $419.0K | 0.02% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 3,091 | $419.0K | 0.12% | +489+18.8% | Added |
| First Manhattan Co | 3,110 | $421.0K | 0.00% | +364+13.3% | Added |
| Voloridge Investment Management, LLC | 3,138 | $426.0K | 0.00% | −502,410−99.4% | Reduced |
| Tempus Wealth Planning, LLC | 3,138 | $426.0K | 0.30% | +3,138 | New |
| Draper Asset Management, LLC | 3,147 | $427.0K | 0.35% | +221+7.6% | Added |
| Alpha Cubed Investments, LLC | 3,179 | $431.0K | 0.03% | +97+3.1% | Added |
| WJ Wealth Management, LLC | 3,177 | $432.0K | 0.29% | +50+1.6% | Added |
| Van Hulzen Asset Management, LLC | 3,198 | $434.0K | 0.05% | +50+1.6% | Added |
| Seeyond | 3,218 | $436.0K | 0.04% | −24−0.7% | Reduced |
| Ellevest, Inc. | 3,212 | $436.0K | 0.04% | +1,369+74.3% | Added |
| Asset Management Corp | 3,225 | $437.0K | 0.27% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,239 | $439.0K | 0.04% | +30+0.9% | Added |
| AlphaCrest Capital Management LLC | 3,269 | $443.0K | 0.02% | −15,368−82.5% | Reduced |
| Sunbelt Securities, Inc. | 3,159 | $443.0K | 0.08% | −50−1.6% | Reduced |
| Coastline Trust Co | 3,272 | $444.0K | 0.05% | +14+0.4% | Added |
| RFG Advisory, LLC | 3,306 | $448.0K | 0.03% | +251+8.2% | Added |
| Intrua Financial, LLC | 3,346 | $454.0K | 0.08% | +55+1.7% | Added |
| Wealth Alliance | 3,367 | $456.0K | 0.09% | −28−0.8% | Reduced |
| Segment Wealth Management, LLC | 3,407 | $462.0K | 0.05% | +1,175+52.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,416 | $463.0K | 0.04% | +566+19.9% | Added |
| Jaffetilchin Investment Partners, LLC | 6,121 | $464.0K | 0.05% | −689−10.1% | Reduced |
| Swiss Life Asset Management Ltd | 3,428 | $464.8K | 0.01% | −6−0.2% | Reduced |
| Stevard, LLC | 3,430 | $465.0K | 0.36% | −955−21.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,432 | $465.0K | 0.04% | −110−3.1% | Reduced |
| Mission Wealth Management, LP | 3,458 | $469.0K | 0.02% | −195−5.3% | Reduced |
| AIA Group Ltd | 3,463 | $470.0K | 0.02% | +2,677+340.6% | Added |
| Acadian Asset Management LLC | 3,482 | $471.0K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,473 | $471.0K | 0.04% | +557+19.1% | Added |
| Centaurus Financial, Inc. | 3,486 | $473.0K | 0.04% | −117−3.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,496 | $474.0K | 0.05% | −938−21.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,492 | $474.0K | 0.00% | +3,492 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,500 | $475.0K | 0.09% | −1,669−32.3% | Reduced |
| Wisconsin Capital Management LLC | 3,500 | $475.0K | 0.23% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,500 | $475.0K | 0.14% | +500+16.7% | Added |
| Jackson Hole Capital Partners, LLC | 3,563 | $483.0K | 0.14% | +2,197+160.8% | Added |
| Verus Capital Partners, LLC | 4,942 | $485.0K | 0.08% | +4,942 | New |
| Greenleaf Trust | 3,584 | $486.0K | 0.01% | +1,826+103.9% | Added |
| Exencial Wealth Advisors, LLC | 3,593 | $487.0K | 0.02% | −2,886−44.5% | Reduced |
| Corsicana & Co. | 3,595 | $487.0K | 0.32% | +1,135+46.1% | Added |
| Simplex Trading, LLC | 3,600 | $488.0K | 0.02% | −60,779−94.4% | Reduced |
| Truvestments Capital LLC | 3,603 | $489.0K | 0.27% | −260−6.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,636 | $493.0K | 0.02% | +410+12.7% | Added |
| BSW Wealth Partners | 3,638 | $493.0K | 0.12% | +2,376+188.3% | Added |
| Fulcrum Asset Management LLP | – | $497.0K | 0.14% | – | – |
| Roman Butler Fullerton & Co | 3,678 | $499.0K | 0.23% | −83−2.2% | Reduced |
| Tortoise Index Solutions, LLC | 3,688 | $500.0K | 0.09% | +995+36.9% | Added |
| Stonnington Group, LLC | 4,140 | $510.0K | 0.12% | +1,885+83.6% | Added |
| Griffin Asset Management, Inc. | 3,779 | $512.0K | 0.07% | −533−12.4% | Reduced |
| Adalta Capital Management LLC | 3,788 | $513.0K | 0.26% | −1,990−34.4% | Reduced |
| Decatur Capital Management, Inc. | 3,783 | $513.0K | 0.30% | +378+11.1% | Added |
| Anchor Investment Management, LLC | 3,830 | $519.3K | 0.07% | +1,654+76.0% | Added |