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; 1,085 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, Q3 2022
Institutional positions in Block, Inc. as of Sep 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
- 973
- −44 vs. Q2 2022
- Shares held
- 364.7M
- −2.09M (−0.6%) vs. Q2 2022
- Total value
- $20.1B
- −$2.72B (−11.9%) vs. Q2 2022
- New holders
- 88
- 331 more added
- Sold out
- 132
- 386 more reduced
14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,085 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 145 | $7.00K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 118 | $7.00K | 0.00% | +100+555.6% | Added |
| SJS Investment Consulting Inc. | 128 | $7.00K | 0.00% | +128 | New |
| WR Wealth Planners, LLC | 134 | $7.37K | 0.01% | −1,918−93.5% | Reduced |
| Optimum Investment Advisors | 150 | $8.00K | 0.00% | −200−57.1% | Reduced |
| Toth Financial Advisory Corp | 147 | $8.00K | 0.00% | −1−0.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 101 | $8.00K | 0.01% | +100+10,000.0% | Added |
| Global Financial Private Client, LLC | 150 | $8.37K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 166 | $9.00K | 0.00% | −270,045−99.9% | Reduced |
| Fairfield Financial Advisors, LTD | 165 | $9.07K | 0.00% | −20−10.8% | Reduced |
| Meeder Asset Management Inc | 183 | $10.0K | 0.00% | −428−70.0% | Reduced |
| BerganKDV Wealth Management, LLC | 176 | $10.0K | 0.00% | −16−8.3% | Reduced |
| Earnest Partners LLC | 186 | $10.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 186 | $10.0K | 0.00% | +12+6.9% | Added |
| Key Financial Inc | 177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 190 | $10.0K | 0.01% | +25+15.2% | Added |
| 1832 Asset Management L.P. | 187 | $10.0K | 0.00% | +187 | New |
| JNBA Financial Advisors | 197 | $11.0K | 0.00% | −18−8.4% | Reduced |
| Country Trust Bank | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 196 | $11.0K | 0.00% | −3−1.5% | Reduced |
| IAG Wealth Partners, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 220 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 227 | $12.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $12.0K | 0.00% | −1−0.5% | Reduced |
| Centerpoint Advisors, LLC | 215 | $12.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 210 | $12.0K | 0.00% | +210 | New |
| Clear Investment Research, LLC | 220 | $12.0K | 0.03% | +220 | New |
| Riggs Asset Managment Co. Inc. | 235 | $13.0K | 0.01% | −12,091−98.1% | Reduced |
| Arrow Financial Corp | 241 | $13.0K | 0.00% | −444−64.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 233 | $13.0K | 0.01% | −225−49.1% | Reduced |
| Evermay Wealth Management LLC | 230 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 233 | $13.0K | 0.01% | +20+9.4% | Added |
| Covestor Ltd | 241 | $13.0K | 0.01% | +34+16.4% | Added |
| EdgeRock Capital LLC | 233 | $13.0K | 0.01% | +233 | New |
| Selective Wealth Management, Inc. | 250 | $14.0K | 0.01% | −300−54.5% | Reduced |
| Proequities, Inc. | 257 | $14.0K | 0.00% | −135−34.4% | Reduced |
| Sargent Bickham Lagudis LLC | 254 | $14.0K | 0.00% | −62−19.6% | Reduced |
| City State Bank | 255 | $14.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 248 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $14.0K | 0.00% | +81+47.9% | Added |
| Abound Wealth Management | 268 | $14.7K | 0.01% | +268 | New |
| Covington Capital Management | 270 | $15.0K | 0.00% | −50−15.6% | Reduced |
| Solstein Capital, LLC | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 268 | $15.0K | 0.00% | +17+6.8% | Added |
| Joseph Group Capital Management | 265 | $15.0K | 0.02% | +265 | New |
| Byrne Asset Management LLC | 298 | $16.0K | 0.01% | −385−56.4% | Reduced |
| MUFG Americas Holdings Corp | 295 | $16.0K | 0.00% | −6−2.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 295 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 296 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 285 | $16.0K | 0.01% | +285 | New |
| Ronald Blue Trust, Inc. | 276 | $17.0K | 0.00% | −41−12.9% | Reduced |
| Massmutual Trust Co FSB | 308 | $17.0K | 0.00% | +20+6.9% | Added |
| Pinebridge Investments, L.P. | 331 | $18.0K | 0.00% | −77−18.9% | Reduced |
| Valley National Advisers Inc | 338 | $19.0K | 0.00% | +10+3.0% | Added |
| Bell Investment Advisors, Inc | 338 | $19.0K | 0.01% | +141+71.6% | Added |
| Beacon Capital Management, LLC | 325 | $20.0K | 0.01% | −4−1.2% | Reduced |
| Bogart Wealth, LLC | 360 | $20.0K | 0.00% | −5−1.4% | Reduced |
| CVA Family Office, LLC | 360 | $20.0K | 0.01% | +190+111.8% | Added |
| Asset Dedication, LLC | 404 | $22.0K | 0.00% | +404 | New |
| Cambridge Trust Co | 421 | $23.0K | 0.00% | −450−51.7% | Reduced |
| Parkside Financial Bank & Trust | 420 | $23.0K | 0.01% | −206−32.9% | Reduced |
| JFS Wealth Advisors, LLC | 410 | $23.0K | 0.00% | −191−31.8% | Reduced |
| Smithfield Trust Co | 382 | $23.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 386 | $24.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 445 | $24.0K | 0.02% | +70+18.7% | Added |
| Heritage Wealth Management, LLC | 460 | $25.0K | 0.01% | −126−21.5% | Reduced |
| McIlrath & Eck, LLC | 449 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 456 | $25.0K | 0.01% | +251+122.4% | Added |
| Oxler Private Wealth LLC | 460 | $25.3K | 0.01% | +225+95.7% | Added |
| Tradition Wealth Management, LLC | 476 | $26.0K | 0.00% | +10+2.1% | Added |
| Magnolia Capital Management Ltd | 500 | $27.0K | 0.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 498 | $27.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 513 | $28.0K | 0.00% | −15−2.8% | Reduced |
| Global Trust Asset Management, LLC | 510 | $28.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 505 | $28.0K | 0.02% | +66+15.0% | Added |
| Quent Capital, LLC | 503 | $28.0K | 0.01% | +139+38.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 511 | $28.0K | 0.01% | +511 | New |
| EverSource Wealth Advisors, LLC | 537 | $29.0K | 0.01% | −396−42.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $33.0K | 0.00% | −2,500−80.6% | Reduced |
| M&R Capital Management Inc | 608 | $33.0K | 0.01% | −800−56.8% | Reduced |
| Focused Wealth Management, Inc | 598 | $33.0K | 0.01% | −25−4.0% | Reduced |
| Atwood & Palmer Inc | 600 | $33.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 594 | $33.0K | 0.01% | 00.0% | Unchanged |
| Motco | 629 | $35.0K | 0.00% | +629 | New |
| Stephens Consulting, LLC | 650 | $35.7K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $37.0K | 0.03% | +679 | New |
| Highlander Capital Management, LLC | 700 | $38.0K | 0.02% | +25+3.7% | Added |
| Washington Trust Advisors, Inc. | 709 | $39.0K | 0.00% | −153−17.7% | Reduced |
| Larson Financial Group LLC | 710 | $39.0K | 0.01% | −140−16.5% | Reduced |
| Hoey Investments, Inc | 770 | $42.0K | 0.02% | −5,578−87.9% | Reduced |
| Independence Bank of Kentucky | 790 | $43.0K | 0.02% | −185−19.0% | Reduced |
| Assetmark, Inc | 789 | $43.0K | 0.00% | +144+22.3% | Added |
| PSI Advisors, LLC | 791 | $44.0K | 0.02% | −543−40.7% | Reduced |
| Emfo, LLC | 800 | $44.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 825 | $45.0K | 0.00% | −1,875−69.4% | Reduced |