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 25 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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 7,164 | $971.0K | 0.15% | −898−11.1% | Reduced |
| Lloyd Park, LLC | 7,135 | $968.0K | 1.07% | +3,365+89.3% | Added |
| Apollon Wealth Management, LLC | 7,086 | $961.0K | 0.07% | +1,191+20.2% | Added |
| Laurel Wealth Advisors, Inc. | 7,067 | $958.0K | 0.08% | −69−1.0% | Reduced |
| Signaturefd, LLC | 7,019 | $952.0K | 0.03% | +3,849+121.4% | Added |
| We Are One Seven, LLC | 6,960 | $944.0K | 0.10% | −886−11.3% | 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 |
| Jag Capital Management, LLC | 4,077 | $926.0K | 0.09% | −50,746−92.6% | Reduced |
| RB Capital Management, LLC | 6,812 | $924.0K | 0.30% | +1,147+20.2% | Added |
| Harbor Investment Advisory, LLC | 6,806 | $923.0K | 0.12% | −7,280−51.7% | Reduced |
| IFP Advisors, Inc | 13,148 | $920.0K | 0.01% | +8,785+201.4% | Added |
| Gables Capital Management Inc. | 6,740 | $914.0K | 0.57% | −435−6.1% | 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 |
| Element Pointe Advisors, LLC | 6,606 | $896.0K | 0.30% | −1,402−17.5% | Reduced |
| 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 |
| Illinois Municipal Retirement Fund | 6,475 | $878.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,440 | $873.0K | 0.01% | −4,929−43.4% | Reduced |
| Panagora Asset Management Inc | 6,364 | $863.0K | 0.00% | +3,646+134.1% | Added |
| Cutter & CO Brokerage, Inc. | 6,350 | $861.0K | 0.26% | −500−7.3% | Reduced |
| 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 |
| Foundations Investment Advisors, LLC | 7,076 | $858.0K | 0.03% | +1,001+16.5% | Added |
| Profit Investment Management, LLC | 6,314 | $857.0K | 0.53% | +257+4.2% | Added |
| Duality Advisers, LP | 6,312 | $856.0K | 0.09% | −12,480−66.4% | Reduced |
| Phoenix Wealth Advisors | 6,582 | $848.0K | 0.88% | +3,051+86.4% | Added |
| Werlinich Asset Management, LLC | 6,235 | $845.5K | 0.64% | −120−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,235 | $845.0K | 0.01% | +2,106+51.0% | Added |
| Umb Bank N A | 6,185 | $839.0K | 0.01% | −34,831−84.9% | Reduced |
| Transcend Wealth Collective, LLC | 6,182 | $838.0K | 0.07% | +3,277+112.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,053 | $821.0K | 0.06% | +1,205+24.9% | Added |
| Whitener Capital Management, Inc. | 5,977 | $810.0K | 0.30% | −1,596−21.1% | Reduced |
| Fiduciary Trust Co | 5,917 | $802.0K | 0.01% | −180−3.0% | Reduced |
| Avestar Capital, LLC | 5,838 | $792.0K | 0.15% | +1,029+21.4% | 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 |
| IAM Advisory, LLC | 5,771 | $783.0K | 0.32% | +955+19.8% | Added |
| Stamos Capital Partners, L.P. | 5,750 | $780.0K | 0.26% | +5,750 | New |
| Connectus Wealth, LLC | 4,802 | $776.0K | 0.02% | −14−0.3% | Reduced |
| Sawtooth Solutions, LLC | 5,671 | $769.0K | 0.09% | −2,413−29.8% | Reduced |
| Interchange Capital Partners, LLC | 5,666 | $768.0K | 0.79% | +1,739+44.3% | Added |
| Cim Investment Mangement Inc | 5,659 | $767.0K | 0.26% | −6−0.1% | Reduced |
| Bray Capital Advisors | 5,650 | $766.0K | 0.20% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 5,635 | $764.0K | 0.00% | −72,214−92.8% | Reduced |
| Capital Investment Advisory Services, LLC | 5,578 | $756.0K | 0.08% | −22−0.4% | Reduced |
| Principal Street Partners, LLC | 5,569 | $755.0K | 0.17% | +2,553+84.6% | Added |
| Two Sigma Securities, LLC | 5,556 | $753.0K | 0.11% | +2,099+60.7% | Added |
| Atlas Capital Advisors LLC | 5,520 | $748.5K | 0.12% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,513 | $748.0K | 0.06% | +31+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 5,444 | $738.0K | 0.14% | +1,325+32.2% | Added |
| McGuire Investment Group, LLC | 5,396 | $732.0K | 0.13% | +386+7.7% | Added |
| Procyon Private Wealth Partners, LLC | 5,398 | $732.0K | 0.15% | +2,957+121.1% | Added |
| Private Portfolio Partners LLC | 5,389 | $730.7K | 0.18% | −264−4.7% | Reduced |
| WealthPLAN Partners, LLC | 7,329 | $730.0K | 0.05% | +4,809+190.8% | Added |
| WealthPlan Investment Management, LLC | 7,329 | $730.0K | 0.05% | +7,329 | New |
| Advisor OS, LLC | 5,363 | $727.0K | 0.21% | −562−9.5% | Reduced |
| Aldebaran Financial Inc. | 5,365 | $727.0K | 0.60% | +50+0.9% | Added |
| Paloma Partners Management Co | 5,343 | $724.0K | 0.05% | −28,542−84.2% | Reduced |
| Pinnacle Private Wealth, LLC | 5,331 | $723.0K | 0.23% | −464−8.0% | Reduced |
| GM Advisory Group, Inc. | 5,332 | $723.0K | 0.09% | +1,142+27.3% | Added |
| Octavia Wealth Advisors, LLC | 5,323 | $722.0K | 0.16% | +2,284+75.2% | Added |
| Thoroughbred Financial Services, LLC | 5,312 | $720.0K | 0.12% | +1,372+34.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,303 | $719.0K | 0.13% | +41+0.8% | Added |
| Par Capital Management Inc | 5,300 | $719.0K | 0.02% | +5,300 | New |
| Bridgewater Advisors Inc. | 5,276 | $715.0K | 0.17% | −160−2.9% | Reduced |
| Stiles Financial Services Inc | 5,184 | $703.0K | 0.35% | −291−5.3% | Reduced |
| Prelude Capital Management, LLC | 5,178 | $702.0K | 0.03% | +5,178 | New |
| Bradley Foster & Sargent Inc | 5,153 | $699.0K | 0.01% | +3,525+216.5% | Added |
| Addison Capital Co | 5,145 | $698.0K | 0.33% | 00.0% | Unchanged |
| Jefferies Group LLC | 5,145 | $697.7K | 0.02% | −30,621−85.6% | Reduced |
| CNB Bank | 5,039 | $684.0K | 0.38% | +1,614+47.1% | Added |
| Cigna Investments Inc | 5,007 | $679.0K | 0.08% | +2,117+73.3% | Added |
| American Assets Investment Management, LLC | 5,000 | $678.0K | 0.07% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5,003 | $678.0K | 0.57% | +159+3.3% | Added |
| Bluefin Capital Management, LLC | 5,000 | $678.0K | 0.12% | +5,000 | New |
| Hudson Bay Capital Management LP | 5,000 | $678.0K | 0.01% | +5,000 | New |
| ICA Group Wealth Management, LLC | 8,131 | $678.0K | 0.13% | +8,131 | New |
| Carson Advisory Inc. | 4,985 | $676.0K | 0.67% | +2,425+94.7% | Added |
| Meiji Yasuda Life Insurance Co | 4,939 | $670.0K | 0.01% | −1,471−22.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,937 | $670.0K | 0.03% | −247−4.8% | Reduced |
| Carter Financial Group, INC. | 4,935 | $669.0K | 0.90% | +4,935 | New |
| Belpointe Asset Management LLC | 4,932 | $668.0K | 0.04% | −818−14.2% | Reduced |
| Quantum Private Wealth, LLC | 4,919 | $667.0K | 0.29% | +81+1.7% | Added |
| DRW Securities, LLC | 4,897 | $664.0K | 0.17% | −8,496−63.4% | Reduced |
| Azzad Asset Management Inc | 4,886 | $662.6K | 0.10% | −3,246−39.9% | Reduced |
| Personal Capital Advisors Corp | 4,885 | $662.0K | 0.00% | −490−9.1% | Reduced |
| Column Capital Advisors, LLC | 4,857 | $659.0K | 0.12% | +891+22.5% | Added |
| NorthCrest Asset Manangement, LLC | 4,822 | $654.0K | 0.03% | +4,822 | New |
| Alpha Square Group S, LLC | 4,800 | $651.0K | 0.09% | +2,000+71.4% | Added |
| Bluestein R H & Co | 4,795 | $650.0K | 0.03% | −6,745−58.4% | Reduced |
| Blueshift Asset Management, LLC | 4,740 | $643.0K | 0.06% | −30,378−86.5% | Reduced |
| Vista Finance, LLC | 4,735 | $642.0K | 0.95% | +339+7.7% | Added |
| M Holdings Securities, Inc. | 4,718 | $640.0K | 0.05% | +4,718 | New |
| J.W. Cole Advisors, Inc. | 4,698 | $637.0K | 0.04% | −724−13.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,700 | $637.0K | 0.04% | +1,400+42.4% | Added |
| Apoletto Ltd | 4,685 | $635.0K | 0.17% | −1,082−18.8% | Reduced |
| Conway Capital Management, Inc. | 4,645 | $629.9K | 0.40% | −2,080−30.9% | Reduced |