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, 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 | 1,086 | $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, 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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 840 | $46.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 832 | $46.0K | 0.01% | +48+6.1% | Added |
| GPS Wealth Strategies Group, LLC | 855 | $47.0K | 0.01% | −161−15.8% | Reduced |
| Advent Capital Management | 875 | $48.0K | 0.00% | −45,460−98.1% | Reduced |
| Private Trust Co NA | 902 | $50.0K | 0.01% | −67−6.9% | Reduced |
| Capital Advisors, Ltd. LLC | 917 | $50.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 950 | $52.0K | 0.00% | −1,050−52.5% | Reduced |
| Benjamin Edwards Inc | 955 | $53.0K | 0.02% | +296+44.9% | Added |
| Endurance Wealth Management, Inc. | 960 | $53.0K | 0.01% | +300+45.5% | Added |
| Westside Investment Management, Inc. | 1,002 | $55.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $56.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,027 | $56.5K | 0.02% | +721+235.6% | Added |
| American National Bank | 1,031 | $57.0K | 0.01% | +12+1.2% | Added |
| Hantz Financial Services, Inc. | 1,050 | $58.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,044 | $58.0K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 1,071 | $59.0K | 0.00% | +28+2.7% | Added |
| HHM Wealth Advisors, LLC | 1,107 | $61.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,168 | $64.0K | 0.00% | +80+7.4% | Added |
| Crewe Advisors LLC | 1,195 | $66.0K | 0.01% | +32+2.8% | Added |
| Washington Trust Co | 1,218 | $67.0K | 0.00% | −1−0.1% | Reduced |
| Allworth Financial LP | 1,231 | $68.0K | 0.00% | −315−20.4% | Reduced |
| Quadrant Capital Group LLC | 1,266 | $70.0K | 0.01% | −615−32.7% | Reduced |
| Glassman Wealth Services | 1,280 | $70.0K | 0.01% | +16+1.3% | Added |
| BDO Wealth Advisors, LLC | 1,363 | $75.0K | 0.01% | −60−4.2% | Reduced |
| Trustcore Financial Services, LLC | 1,378 | $76.0K | 0.01% | −978−41.5% | Reduced |
| Accel Wealth Management | 1,221 | $76.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,435 | $79.0K | 0.00% | +722+101.3% | Added |
| O'Dell Group, LLC | 1,458 | $80.0K | 0.03% | +10+0.7% | Added |
| Caz Investments LP | 1,500 | $82.0K | 0.35% | +500+50.0% | Added |
| Fred Alger Management, LLC | 1,559 | $86.0K | 0.00% | −948,087−99.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,593 | $87.0K | 0.01% | +82+5.4% | Added |
| Pittenger & Anderson Inc | 1,625 | $89.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,641 | $90.2K | 0.01% | −1,275−43.7% | Reduced |
| Marshall Wace, LLP | 1,647 | $91.0K | 0.00% | −6,949−80.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,687 | $93.0K | 0.06% | −219−11.5% | Reduced |
| Alta Advisers Ltd | 1,700 | $93.0K | 0.06% | +1,700 | New |
| Financial Perspectives, Inc | 1,770 | $97.3K | 0.05% | +1+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,790 | $98.0K | 0.00% | −1,976−52.5% | Reduced |
| Sierra Capital LLC | 1,803 | $99.0K | 0.02% | −93−4.9% | Reduced |
| Acropolis Investment Management, LLC | 1,819 | $100.0K | 0.01% | −15−0.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,810 | $100.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,865 | $103.0K | 0.03% | +65+3.6% | Added |
| Wolff Wiese Magana LLC | 1,946 | $107.0K | 0.09% | −116−5.6% | Reduced |
| First Manhattan Co | 2,035 | $111.0K | 0.00% | −775−27.6% | Reduced |
| Spire Wealth Management | 2,039 | $112.0K | 0.01% | −5,663−73.5% | Reduced |
| Money Concepts Capital Corp | 2,080 | $114.0K | 0.01% | −154−6.9% | Reduced |
| Kozak & Associates, Inc. | 2,245 | $120.0K | 0.08% | −1,362−37.8% | Reduced |
| Monolith Advisors | 2,289 | $126.0K | 0.14% | +2,000+692.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,455 | $135.0K | 0.00% | −2,780−53.1% | Reduced |
| Acadian Asset Management LLC | 2,566 | $141.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,648 | $146.0K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,689 | $148.0K | 0.06% | +28+1.1% | Added |
| Itau Unibanco Holding S.A. | 2,710 | $149.0K | 0.01% | −98−3.5% | Reduced |
| Clearstead Advisors, LLC | 2,737 | $151.0K | 0.01% | −2,145−43.9% | Reduced |
| Proffitt & Goodson Inc | 2,829 | $156.0K | 0.03% | +166+6.2% | Added |
| Wipfli Financial Advisors LLC, | 2,851 | $157.0K | 0.01% | +2,851 | New |
| First Horizon Advisors, Inc. | 3,036 | $167.0K | 0.01% | +128+4.4% | Added |
| Moser Wealth Advisors, LLC | 3,059 | $168.0K | 0.13% | +82+2.8% | Added |
| Hudock, Inc. | 3,093 | $170.0K | 0.06% | +420+15.7% | Added |
| Centaurus Financial, Inc. | 3,172 | $174.0K | 0.02% | −426−11.8% | Reduced |
| Global Retirement Partners, LLC | 2,941 | $177.0K | 0.01% | −17,981−85.9% | Reduced |
| Central Trust Co | 3,247 | $178.0K | 0.01% | −107−3.2% | Reduced |
| NuWave Investment Management, LLC | 3,268 | $180.0K | 0.21% | +3,268 | New |
| Truvestments Capital LLC | 3,349 | $184.0K | 0.12% | −70−2.0% | Reduced |
| HM Payson & Co | 3,396 | $187.0K | 0.01% | +297+9.6% | Added |
| Corsicana & Co. | 3,515 | $193.0K | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,542 | $195.0K | 0.01% | −167−4.5% | Reduced |
| Simplex Trading, LLC | 3,600 | $197.0K | 0.01% | −165,204−97.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,647 | $201.0K | 0.06% | −52−1.4% | Reduced |
| Brighton Jones LLC | 3,648 | $201.0K | 0.01% | +3,648 | New |
| Audent Global Asset Management, LLC | 3,652 | $201.0K | 0.27% | +3,652 | New |
| Total Clarity Wealth Management, Inc. | 3,718 | $204.0K | 0.13% | 00.0% | Unchanged |
| EMC Capital Management | 2,900 | $204.0K | 0.19% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,755 | $206.0K | 0.03% | −1,243−24.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,754 | $206.0K | 0.00% | −250−6.2% | Reduced |
| Teza Capital Management LLC | 3,764 | $207.0K | 0.04% | +3,764 | New |
| DB Fitzpatrick & Co, Inc | 3,778 | $208.0K | 0.25% | −333−8.1% | Reduced |
| Van Hulzen Asset Management, LLC | 3,810 | $210.0K | 0.03% | −100−2.6% | Reduced |
| Ossiam | 3,833 | $211.0K | 0.01% | +3,833 | New |
| Ellevest, Inc. | 3,855 | $212.0K | 0.02% | +738+23.7% | Added |
| Lindbrook Capital, LLC | 3,870 | $213.0K | 0.04% | −36−0.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,866 | $213.0K | 0.01% | +154+4.1% | Added |
| Elite Wealth Management, Inc. | 3,920 | $216.0K | 0.12% | −96−2.4% | Reduced |
| Magnus Financial Group LLC | 3,920 | $216.0K | 0.04% | +3,920 | New |
| Charles Schwab Trust Co | 4,000 | $220.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 4,016 | $221.0K | 0.00% | +4,016 | New |
| MCF Advisors LLC | 4,063 | $223.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 4,059 | $223.0K | 0.01% | +4,059 | New |
| WJ Wealth Management, LLC | 4,080 | $224.0K | 0.14% | −50−1.2% | Reduced |
| Naviter Wealth, LLC | 4,088 | $225.0K | 0.09% | +156+4.0% | Added |
| Quantum Private Wealth, LLC | 4,113 | $226.0K | 0.14% | −731−15.1% | Reduced |
| Bluestein R H & Co | 4,105 | $226.0K | 0.01% | −575−12.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,147 | $228.0K | 0.02% | −945−18.6% | Reduced |
| Monterey Private Wealth, Inc. | 4,083 | $228.0K | 0.14% | +34+0.8% | Added |
| Orion Portfolio Solutions, LLC | 4,161 | $229.0K | 0.01% | −332−7.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,181 | $230.0K | 0.06% | −72−1.7% | Reduced |
| Schnieders Capital Management LLC | 4,226 | $232.0K | 0.06% | −75−1.7% | Reduced |
| Asset Management Corp | 4,225 | $232.0K | 0.19% | +4,225 | New |
| Grandview Asset Management LLC | 4,247 | $234.0K | 0.15% | −437−9.3% | Reduced |
| BSW Wealth Partners | 4,253 | $234.0K | 0.06% | +297+7.5% | Added |