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, 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Monterey Private Wealth, Inc. | 4,049 | $249.0K | 0.14% | +5+0.1% | Added |
| Northeast Investment Management | 4,040 | $248.0K | 0.02% | −3,333−45.2% | Reduced |
| Elite Wealth Management, Inc. | 4,016 | $247.0K | 0.13% | −174−4.2% | Reduced |
| 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 |
| BSW Wealth Partners | 3,956 | $243.0K | 0.06% | +318+8.7% | 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 |
| 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 |
| 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 |
| Personal Capital Advisors Corp | 3,805 | $234.0K | 0.00% | −1,080−22.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,766 | $231.0K | 0.01% | −502−11.8% | Reduced |
| 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 |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,712 | $228.0K | 0.01% | −1,225−24.8% | Reduced |
| 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 |
| Jackson Hole Capital Partners, LLC | 3,699 | $227.0K | 0.07% | +136+3.8% | Added |
| Kozak & Associates, Inc. | 3,607 | $222.0K | 0.15% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,598 | $221.0K | 0.02% | +112+3.2% | Added |
| Regentatlantic Capital LLC | 3,525 | $217.0K | 0.01% | −423−10.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,533 | $217.0K | 0.04% | +33+0.9% | Added |
| Arthur M. Cohen & Associates, LLC | 3,510 | $216.0K | 0.05% | −6,018−63.2% | Reduced |
| Corsicana & Co. | 3,515 | $216.0K | 0.17% | −80−2.2% | Reduced |
| Alpha Cubed Investments, LLC | 3,519 | $216.0K | 0.02% | +340+10.7% | Added |
| Seven Eight Capital, LP | 3,503 | $215.0K | 0.09% | +3,503 | New |
| Adalta Capital Management LLC | 3,458 | $213.0K | 0.14% | −330−8.7% | Reduced |
| Whitener Capital Management, Inc. | 3,462 | $212.0K | 0.10% | −2,515−42.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,432 | $211.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,419 | $210.0K | 0.12% | −184−5.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,416 | $210.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,387 | $208.0K | 0.01% | +2,283+206.8% | Added |
| Crossmark Global Holdings, Inc. | 3,365 | $207.0K | 0.01% | +370+12.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,364 | $207.0K | 0.03% | +3,364 | New |
| Central Trust Co | 3,354 | $206.0K | 0.01% | −650−16.2% | Reduced |
| Mission Wealth Management, LP | 3,350 | $206.0K | 0.01% | −108−3.1% | Reduced |
| Concord Wealth Partners | 3,359 | $206.0K | 0.06% | +2,577+329.5% | Added |
| Stock Yards Bank & Trust Co | 3,344 | $206.0K | 0.01% | +3,344 | New |
| U.S. Capital Wealth Advisors, LLC | 3,296 | $203.0K | 0.01% | +375+12.8% | Added |
| Coastline Trust Co | 3,258 | $200.0K | 0.03% | −14−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,200 | $197.0K | 0.05% | +1,350+73.0% | Added |
| Natixis Investment Managers International | 3,148 | $193.0K | 0.00% | +519+19.7% | Added |
| Ellevest, Inc. | 3,117 | $192.0K | 0.02% | −95−3.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,100 | $191.0K | 0.02% | −1,600−34.0% | Reduced |
| HM Payson & Co | 3,099 | $190.0K | 0.00% | +303+10.8% | Added |
| EMC Capital Management | 2,900 | $185.0K | 0.16% | +2,200+314.3% | Added |
| Moser Wealth Advisors, LLC | 2,977 | $183.0K | 0.14% | +654+28.2% | Added |
| Anchor Investment Management, LLC | 2,916 | $179.2K | 0.03% | −914−23.9% | Reduced |
| First Horizon Advisors, Inc. | 2,908 | $178.0K | 0.01% | +2,609+872.6% | Added |
| Itau Unibanco Holding S.A. | 2,808 | $173.0K | 0.01% | +2,589+1,182.2% | Added |
| First Manhattan Co | 2,810 | $172.0K | 0.00% | −300−9.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,661 | $170.0K | 0.06% | −70−2.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,700 | $166.0K | 0.00% | −55−2.0% | Reduced |
| Hudock, Inc. | 2,673 | $164.0K | 0.05% | +54+2.1% | Added |
| Proffitt & Goodson Inc | 2,663 | $164.0K | 0.03% | +365+15.9% | Added |
| Tyler-Stone Wealth Management | 2,648 | $163.0K | 0.11% | +90+3.5% | Added |
| Acadian Asset Management LLC | 2,566 | $158.0K | 0.00% | −916−26.3% | Reduced |
| Neo Ivy Capital Management | 2,393 | $147.0K | 0.39% | +1,825+321.3% | Added |
| Venture Visionary Partners LLC | 2,374 | $145.9K | 0.01% | −29−1.2% | Reduced |
| Trustcore Financial Services, LLC | 2,356 | $145.0K | 0.01% | +28+1.2% | Added |
| Money Concepts Capital Corp | 2,234 | $143.0K | 0.01% | −10,485−82.4% | Reduced |
| Delta Accumulation, LLC | 2,225 | $137.0K | 4.82% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,062 | $127.0K | 0.09% | −146−6.6% | Reduced |
| WR Wealth Planners, LLC | 2,052 | $126.1K | 0.08% | +38+1.9% | Added |
| Catalyst Capital Advisors LLC | 2,000 | $123.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,896 | $117.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,906 | $117.0K | 0.07% | +1,187+165.1% | Added |
| Quadrant Capital Group LLC | 1,881 | $116.0K | 0.02% | −465−19.8% | Reduced |
| Acropolis Investment Management, LLC | 1,834 | $113.0K | 0.01% | −25−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,832 | $113.0K | 0.01% | +1,832 | New |
| Emerald Mutual Fund Advisers Trust | 1,810 | $111.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $111.0K | 0.03% | +14+0.8% | Added |
| Financial Perspectives, Inc | 1,769 | $108.7K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,625 | $100.0K | 0.01% | −300−15.6% | Reduced |
| Allworth Financial LP | 1,546 | $95.0K | 0.00% | +58+3.9% | Added |
| Quintet Private Bank (Europe) S.A. | 1,413 | $93.6K | 0.00% | +1,413 | New |
| Desjardins Global Asset Management Inc. | 1,511 | $92.0K | 0.01% | −91−5.7% | Reduced |
| O'Dell Group, LLC | 1,448 | $89.0K | 0.03% | +130+9.9% | Added |
| BDO Wealth Advisors, LLC | 1,423 | $87.0K | 0.01% | +115+8.8% | Added |
| M&R Capital Management Inc | 1,408 | $86.0K | 0.02% | +501+55.2% | Added |
| PSI Advisors, LLC | 1,334 | $82.0K | 0.04% | +200+17.6% | Added |
| Accel Wealth Management | 1,221 | $81.0K | 0.05% | −1,019−45.5% | Reduced |
| Glassman Wealth Services | 1,264 | $78.0K | 0.02% | +298+30.8% | Added |
| Washington Trust Co | 1,219 | $75.0K | 0.00% | −2−0.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,168 | $72.0K | 0.01% | −6,394−84.6% | Reduced |
| Crewe Advisors LLC | 1,163 | $71.0K | 0.02% | +163+16.3% | Added |
| HHM Wealth Advisors, LLC | 1,107 | $68.0K | 0.02% | −75−6.3% | Reduced |
| Sandy Spring Bank | 1,088 | $67.0K | 0.00% | −82−7.0% | Reduced |