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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 5,520 | $748.5K | 0.12% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,556 | $753.0K | 0.11% | +2,099+60.7% | Added |
| Principal Street Partners, LLC | 5,569 | $755.0K | 0.17% | +2,553+84.6% | Added |
| Capital Investment Advisory Services, LLC | 5,578 | $756.0K | 0.08% | −22−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5,635 | $764.0K | 0.00% | −72,214−92.8% | Reduced |
| Bray Capital Advisors | 5,650 | $766.0K | 0.20% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,659 | $767.0K | 0.26% | −6−0.1% | Reduced |
| Interchange Capital Partners, LLC | 5,666 | $768.0K | 0.79% | +1,739+44.3% | Added |
| Sawtooth Solutions, LLC | 5,671 | $769.0K | 0.09% | −2,413−29.8% | Reduced |
| Connectus Wealth, LLC | 4,802 | $776.0K | 0.02% | −14−0.3% | Reduced |
| Stamos Capital Partners, L.P. | 5,750 | $780.0K | 0.26% | +5,750 | New |
| IAM Advisory, LLC | 5,771 | $783.0K | 0.32% | +955+19.8% | Added |
| B. Riley Wealth Management, Inc. | 5,785 | $784.0K | 0.06% | −823−12.5% | Reduced |
| Wetherby Asset Management Inc | 5,783 | $784.0K | 0.05% | +1,290+28.7% | Added |
| Avestar Capital, LLC | 5,838 | $792.0K | 0.15% | +1,029+21.4% | Added |
| Fiduciary Trust Co | 5,917 | $802.0K | 0.01% | −180−3.0% | Reduced |
| Whitener Capital Management, Inc. | 5,977 | $810.0K | 0.30% | −1,596−21.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,053 | $821.0K | 0.06% | +1,205+24.9% | Added |
| Transcend Wealth Collective, LLC | 6,182 | $838.0K | 0.07% | +3,277+112.8% | Added |
| Umb Bank N A | 6,185 | $839.0K | 0.01% | −34,831−84.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,235 | $845.0K | 0.01% | +2,106+51.0% | Added |
| Werlinich Asset Management, LLC | 6,235 | $845.5K | 0.64% | −120−1.9% | Reduced |
| Phoenix Wealth Advisors | 6,582 | $848.0K | 0.88% | +3,051+86.4% | Added |
| Duality Advisers, LP | 6,312 | $856.0K | 0.09% | −12,480−66.4% | Reduced |
| Profit Investment Management, LLC | 6,314 | $857.0K | 0.53% | +257+4.2% | Added |
| Foundations Investment Advisors, LLC | 7,076 | $858.0K | 0.03% | +1,001+16.5% | Added |
| Capital Markets Trading UK LLP | 6,344 | $860.0K | 0.80% | −12,311−66.0% | Reduced |
| BTC Capital Management, Inc. | 6,357 | $860.0K | 0.08% | +3,780+146.7% | Added |
| Cutter & CO Brokerage, Inc. | 6,350 | $861.0K | 0.26% | −500−7.3% | Reduced |
| Panagora Asset Management Inc | 6,364 | $863.0K | 0.00% | +3,646+134.1% | Added |
| Cerity Partners LLC | 6,440 | $873.0K | 0.01% | −4,929−43.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,475 | $878.0K | 0.03% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 6,518 | $884.0K | 0.16% | −54,029−89.2% | Reduced |
| Family Management Corp | 6,517 | $884.0K | 0.25% | −21,158−76.5% | Reduced |
| Element Pointe Advisors, LLC | 6,606 | $896.0K | 0.30% | −1,402−17.5% | Reduced |
| International Assets Investment Management, LLC | 6,669 | $904.0K | 0.16% | −428−6.0% | Reduced |
| IHT Wealth Management, LLC | 6,666 | $904.0K | 0.07% | −140−2.1% | Reduced |
| Gables Capital Management Inc. | 6,740 | $914.0K | 0.57% | −435−6.1% | Reduced |
| IFP Advisors, Inc | 13,148 | $920.0K | 0.01% | +8,785+201.4% | Added |
| Harbor Investment Advisory, LLC | 6,806 | $923.0K | 0.12% | −7,280−51.7% | Reduced |
| RB Capital Management, LLC | 6,812 | $924.0K | 0.30% | +1,147+20.2% | Added |
| Jag Capital Management, LLC | 4,077 | $926.0K | 0.09% | −50,746−92.6% | Reduced |
| Dynamic Advisor Solutions LLC | 6,935 | $940.0K | 0.07% | −6,804−49.5% | Reduced |
| Yousif Capital Management, LLC | 6,933 | $940.0K | 0.01% | +1,157+20.0% | Added |
| Capital Impact Advisors, LLC | 6,934 | $940.0K | 0.68% | +6,934 | New |
| We Are One Seven, LLC | 6,960 | $944.0K | 0.10% | −886−11.3% | Reduced |
| Signaturefd, LLC | 7,019 | $952.0K | 0.03% | +3,849+121.4% | Added |
| Laurel Wealth Advisors, Inc. | 7,067 | $958.0K | 0.08% | −69−1.0% | Reduced |
| Apollon Wealth Management, LLC | 7,086 | $961.0K | 0.07% | +1,191+20.2% | Added |
| Lloyd Park, LLC | 7,135 | $968.0K | 1.07% | +3,365+89.3% | Added |
| Virtue Capital Management, LLC | 7,164 | $971.0K | 0.15% | −898−11.1% | Reduced |
| Freestone Capital Holdings, LLC | 7,181 | $974.0K | 0.04% | +1,235+20.8% | Added |
| Geneos Wealth Management Inc. | 7,203 | $976.0K | 0.04% | +173+2.5% | Added |
| Green Alpha Advisors, LLC | 7,256 | $984.0K | 0.66% | +938+14.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,266 | $985.0K | 0.05% | +87+1.2% | Added |
| Perennial Investment Advisors, LLC | 7,260 | $991.0K | 0.31% | +111+1.6% | Added |
| Bleichroeder LP | 7,342 | $996.0K | 0.18% | +5,492+296.9% | Added |
| Northeast Investment Management | 7,373 | $1.00M | 0.05% | −83−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 7,484 | $1.01M | 0.04% | +1,084+16.9% | Added |
| Virtu Financial LLC | 7,523 | $1.02M | 0.08% | −51,258−87.2% | Reduced |
| City Holding Co | 7,526 | $1.02M | 0.17% | +1,690+29.0% | Added |
| Shell Asset Management Co | 7,536 | $1.02M | 0.02% | −7,368−49.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,542 | $1.02M | 0.04% | +1,042+16.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,541 | $1.02M | 0.02% | +5,770+325.8% | Added |
| Northern Oak Wealth Management Inc | 7,562 | $1.02M | 0.13% | +4,789+172.7% | Added |
| Corient Capital Partners, LLC | 7,577 | $1.03M | 0.07% | −3,742−33.1% | Reduced |
| Greystone Financial Group, LLC | 7,582 | $1.03M | 0.26% | +7,582 | New |
| Glenmede Trust Co NA | 7,634 | $1.03M | 0.01% | −4,608−37.6% | Reduced |
| Bryn Mawr Trust Co | 7,649 | $1.04M | 0.04% | +241+3.3% | Added |
| Gladstone Institutional Advisory LLC | 7,644 | $1.04M | 0.07% | +1,874+32.5% | Added |
| TD Private Client Wealth LLC | 7,649 | $1.04M | 0.04% | −6,293−45.1% | Reduced |
| IBM Retirement Fund | 7,653 | $1.04M | 0.15% | +1,062+16.1% | Added |
| Loveless Wealth Management LLC | 7,699 | $1.04M | 0.59% | +20.0% | Added |
| Verition Fund Management LLC | 7,722 | $1.05M | 0.02% | −17,372−69.2% | Reduced |
| American Trust | 7,761 | $1.05M | 0.07% | +5,725+281.2% | Added |
| Lincoln National Corp | 7,835 | $1.06M | 0.02% | −176−2.2% | Reduced |
| KG&L Capital Management,LLC | 7,900 | $1.07M | 0.45% | +1,126+16.6% | Added |
| Financial Advocates Investment Management | 7,902 | $1.07M | 0.07% | −6,229−44.1% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $1.07M | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 7,982 | $1.08M | 0.01% | +521+7.0% | Added |
| Vestcor Inc | 8,034 | $1.09M | 0.04% | +3,129+63.8% | Added |
| Key Client Fiduciary Advisors, LLC | 8,047 | $1.09M | 0.89% | +4,056+101.6% | Added |
| Precision Wealth Strategies, LLC | 8,082 | $1.10M | 0.65% | +5,252+185.6% | Added |
| Boston Family Office LLC | 8,108 | $1.10M | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,174 | $1.11M | 0.01% | +333+4.2% | Added |
| Laffer Tengler Investments | 8,271 | $1.12M | 0.34% | +1,707+26.0% | Added |
| Bokf, NA | 8,281 | $1.12M | 0.02% | +4,946+148.3% | Added |
| SeaBridge Investment Advisors LLC | 8,293 | $1.13M | 0.34% | +8,293 | New |
| Darwin Advisors, LLC | 8,304 | $1.13M | 0.18% | −448−5.1% | Reduced |
| Equitable Trust Co | 8,381 | $1.14M | 0.07% | +6,100+267.4% | Added |
| Regent Investment Management LLC | 8,387 | $1.14M | 0.26% | −6,921−45.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,409 | $1.14M | 0.04% | −374−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 8,444 | $1.15M | 0.03% | +483+6.1% | Added |
| Keybank National Association | 8,456 | $1.15M | 0.00% | −578−6.4% | Reduced |
| Siemens Fonds Invest GmbH | 8,518 | $1.16M | 0.09% | +527+6.6% | Added |
| CV Advisors LLC | 8,589 | $1.17M | 0.83% | −849−9.0% | Reduced |
| AdvisorNet Financial, Inc | 8,626 | $1.17M | 0.07% | −11−0.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 8,706 | $1.18M | 1.28% | +24+0.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,744 | $1.19M | 0.35% | +2,833+47.9% | Added |
| HB Wealth Management, LLC | 8,829 | $1.20M | 0.02% | +1,287+17.1% | Added |