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, Q2 2022
Institutional positions in Block, Inc. as of Jun 30, 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
- 1,031
- −203 vs. Q1 2022
- Shares held
- 366.9M
- −1.31M (−0.4%) vs. Q1 2022
- Total value
- $22.8B
- −$27.1B (−54.3%) vs. Q1 2022
- New holders
- 87
- 454 more added
- Sold out
- 290
- 345 more reduced
17 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 3,709 | $228.0K | 0.01% | −700−15.9% | Reduced |
| Smith, Moore & Co. | 3,704 | $228.0K | 0.04% | −260−6.6% | Reduced |
| Seeyond | 3,725 | $228.0K | 0.03% | +507+15.8% | Added |
| GWM Advisors LLC | 3,716 | $228.0K | 0.00% | +3,716 | New |
| Total Clarity Wealth Management, Inc. | 3,718 | $229.0K | 0.12% | −515−12.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,725 | $229.0K | 0.03% | +229+6.6% | Added |
| Jag Capital Management, LLC | 3,737 | $230.0K | 0.03% | −340−8.3% | Reduced |
| Wealth Alliance | 3,745 | $230.0K | 0.04% | +378+11.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,766 | $231.0K | 0.01% | −502−11.8% | Reduced |
| Personal Capital Advisors Corp | 3,805 | $234.0K | 0.00% | −1,080−22.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,875 | $238.0K | 0.05% | −1,428−26.9% | Reduced |
| Dakota Wealth Management | 3,867 | $238.0K | 0.02% | +3,867 | New |
| Van Hulzen Asset Management, LLC | 3,910 | $240.0K | 0.03% | +712+22.3% | Added |
| Lindbrook Capital, LLC | 3,906 | $240.0K | 0.04% | +1,008+34.8% | Added |
| Roman Butler Fullerton & Co | 3,662 | $242.0K | 0.13% | −16−0.4% | Reduced |
| Naviter Wealth, LLC | 3,932 | $242.0K | 0.10% | +3,932 | New |
| BSW Wealth Partners | 3,956 | $243.0K | 0.06% | +318+8.7% | Added |
| CIBC Private Wealth Group, LLC | 4,004 | $246.0K | 0.00% | −11,768−74.6% | Reduced |
| Charles Schwab Trust Co | 4,000 | $246.0K | 0.05% | −54−1.3% | Reduced |
| Elite Wealth Management, Inc. | 4,016 | $247.0K | 0.13% | −174−4.2% | Reduced |
| Northeast Investment Management | 4,040 | $248.0K | 0.02% | −3,333−45.2% | Reduced |
| Monterey Private Wealth, Inc. | 4,049 | $249.0K | 0.14% | +5+0.1% | Added |
| Synovus Financial Corp | 4,093 | $250.0K | 0.00% | −6−0.1% | Reduced |
| MCF Advisors LLC | 4,063 | $250.0K | 0.03% | +3,980+4,795.2% | Added |
| Aft, Forsyth & Company, Inc. | 4,090 | $251.0K | 0.20% | −10.0% | Reduced |
| Moneta Group Investment Advisors LLC | 4,084 | $251.0K | 0.01% | +448+12.3% | Added |
| WJ Wealth Management, LLC | 4,130 | $253.0K | 0.18% | +953+30.0% | Added |
| DB Fitzpatrick & Co, Inc | 4,111 | $253.0K | 0.28% | +1,795+77.5% | Added |
| MAI Capital Management | 4,126 | $254.0K | 0.00% | −145−3.4% | Reduced |
| Virtu Financial LLC | 4,189 | $257.0K | 0.02% | −3,334−44.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,253 | $261.0K | 0.06% | +105+2.5% | Added |
| Forum Financial Management, LP | 4,278 | $263.0K | 0.01% | +4,278 | New |
| Schnieders Capital Management LLC | 4,301 | $264.0K | 0.08% | +198+4.8% | Added |
| Vista Wealth Management Group, LLC | 4,148 | $266.0K | 0.04% | −43−1.0% | Reduced |
| RMR Wealth Builders | 4,338 | $267.0K | 0.07% | +63+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,353 | $268.0K | 0.00% | −1,882−30.2% | Reduced |
| Fiduciary Trust Co | 4,464 | $274.0K | 0.01% | −1,453−24.6% | Reduced |
| Orion Portfolio Solutions, LLC | 4,493 | $276.0K | 0.01% | +264+6.2% | Added |
| Seaport Global Advisors, LLC | 4,490 | $276.0K | 1.03% | +340+8.2% | Added |
| Connectus Wealth, LLC | 4,520 | $278.0K | 0.01% | −282−5.9% | Reduced |
| ASB Consultores, LLC | 4,525 | $278.0K | 0.12% | +558+14.1% | Added |
| Gofen & Glossberg LLC | 4,590 | $282.0K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 4,587 | $282.0K | 0.25% | +468+11.4% | Added |
| Bradley Foster & Sargent Inc | 4,603 | $283.0K | 0.01% | −550−10.7% | Reduced |
| Ancora Advisors, LLC | 4,623 | $284.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,615 | $284.0K | 0.06% | +4,615 | New |
| Conway Capital Management, Inc. | 4,645 | $285.5K | 0.26% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 4,653 | $286.0K | 0.00% | −982−17.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,681 | $288.0K | 0.04% | −18,981−80.2% | Reduced |
| Bluestein R H & Co | 4,680 | $288.0K | 0.02% | −115−2.4% | Reduced |
| Apoletto Ltd | 4,685 | $288.0K | 0.08% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 4,684 | $288.0K | 0.16% | +200+4.5% | Added |
| Empowered Funds, LLC | 4,693 | $289.0K | 0.04% | +4,693 | New |
| Tortoise Index Solutions, LLC | 4,718 | $290.0K | 0.05% | +1,030+27.9% | Added |
| Sanders Morris Harris LLC | 4,583 | $292.0K | 0.06% | 00.0% | Unchanged |
| Polen Capital Management LLC | 4,783 | $294.0K | 0.00% | +4,783 | New |
| Buckingham Strategic Partners | 4,808 | $295.0K | 0.02% | +325+7.2% | Added |
| Quantum Private Wealth, LLC | 4,844 | $297.0K | 0.17% | −75−1.5% | Reduced |
| Strategic Blueprint, LLC | 4,843 | $298.0K | 0.04% | +959+24.7% | Added |
| Jaffetilchin Investment Partners, LLC | 4,852 | $298.0K | 0.04% | −1,269−20.7% | Reduced |
| Column Capital Advisors, LLC | 4,857 | $299.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,882 | $300.0K | 0.02% | +291+6.3% | Added |
| Garner Asset Management Corp | 4,905 | $301.0K | 0.13% | +600+13.9% | Added |
| Lattice Capital Management, LLC | 4,700 | $302.0K | 0.56% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,942 | $303.0K | 0.08% | −594,274−99.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,968 | $304.0K | 0.03% | +2,491+100.6% | Added |
| Sawtooth Solutions, LLC | 4,998 | $307.0K | 0.04% | −673−11.9% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $307.0K | 0.04% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,032 | $309.0K | 0.12% | −12,803−71.8% | Reduced |
| Pinnacle Private Wealth, LLC | 5,032 | $309.0K | 0.12% | −299−5.6% | Reduced |
| CNB Bank | 5,078 | $312.0K | 0.20% | +39+0.8% | Added |
| Fund Management at Engine No. 1 LLC | 5,080 | $312.0K | 0.08% | +838+19.8% | Added |
| Verus Capital Partners, LLC | 3,074 | $312.0K | 0.06% | −1,868−37.8% | Reduced |
| Bridgewater Advisors Inc. | 5,095 | $313.0K | 0.06% | −181−3.4% | Reduced |
| J.W. Cole Advisors, Inc. | 5,092 | $313.0K | 0.02% | +394+8.4% | Added |
| Truepoint, Inc. | 5,100 | $313.0K | 0.02% | +5,100 | New |
| Meiji Yasuda Life Insurance Co | 5,109 | $314.0K | 0.01% | +170+3.4% | Added |
| Addison Capital Co | 5,145 | $316.0K | 0.18% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,168 | $318.0K | 0.03% | −345−6.3% | Reduced |
| Corient Capital Partners, LLC | 5,209 | $320.0K | 0.02% | −2,368−31.3% | Reduced |
| Andra AP-fonden | 5,200 | $320.0K | 0.01% | +5,200 | New |
| Cullen/Frost Bankers, Inc. | 5,235 | $322.0K | 0.01% | −33,582−86.5% | Reduced |
| Stiles Financial Services Inc | 5,234 | $322.0K | 0.19% | +50+1.0% | Added |
| CV Advisors LLC | 5,231 | $323.0K | 0.31% | −3,358−39.1% | Reduced |
| Element Pointe Advisors, LLC | 5,259 | $323.0K | 0.13% | −1,347−20.4% | Reduced |
| Brookstone Capital Management | 4,826 | $323.0K | 0.01% | −272−5.3% | Reduced |
| Carson Advisory Inc. | 5,285 | $325.0K | 0.36% | +300+6.0% | Added |
| Werlinich Asset Management, LLC | 5,320 | $327.0K | 0.31% | −915−14.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,365 | $330.0K | 0.07% | −33−0.6% | Reduced |
| Private Portfolio Partners LLC | 5,384 | $330.9K | 0.09% | −5−0.1% | Reduced |
| Advisor OS, LLC | 5,362 | $331.0K | 0.10% | −10.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,404 | $332.0K | 0.07% | −40−0.7% | Reduced |
| McGuire Investment Group, LLC | 5,396 | $332.0K | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,418 | $333.0K | 0.00% | −1,515−21.9% | Reduced |
| Advisory Resource Group | 5,461 | $336.0K | 0.11% | +1,212+28.5% | Added |
| RFG Advisory, LLC | 3,828 | $336.0K | 0.02% | +522+15.8% | Added |
| IPG Investment Advisors LLC | 5,494 | $338.0K | 0.08% | +3,955+257.0% | Added |
| Atlas Capital Advisors LLC | 5,520 | $339.3K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,544 | $340.0K | 0.38% | −122−2.2% | Reduced |
| Capital Investment Advisory Services, LLC | 5,574 | $343.0K | 0.04% | −4−0.1% | Reduced |