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, 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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 6,690 | $368.0K | 0.30% | −50−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 6,688 | $368.0K | 0.10% | +311+4.9% | Added |
| Ritholtz Wealth Management | 6,706 | $369.0K | 0.02% | +6,706 | New |
| Cipher Capital LP | 6,720 | $370.0K | 0.06% | +6,720 | New |
| Tilia Fiduciary Partners, Inc. | 6,972 | $373.0K | 0.38% | +1,599+29.8% | Added |
| Wetherby Asset Management Inc | 6,809 | $375.0K | 0.03% | +680+11.1% | Added |
| Apollon Wealth Management, LLC | 6,929 | $381.0K | 0.03% | −453−6.1% | Reduced |
| Hilltop Holdings Inc. | 6,955 | $383.0K | 0.05% | −158−2.2% | Reduced |
| Meridian Wealth Advisors, LLC | 7,059 | $388.0K | 0.11% | −25−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,137 | $392.0K | 0.02% | −889−11.1% | Reduced |
| Bokf, NA | 7,117 | $392.0K | 0.01% | −773−9.8% | Reduced |
| Precision Wealth Strategies, LLC | 6,912 | $394.0K | 0.35% | −2,128−23.5% | Reduced |
| Kingsview Wealth Management, LLC | 7,170 | $394.0K | 0.02% | −1,223−14.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,163 | $394.0K | 0.02% | −370−4.9% | Reduced |
| RB Capital Management, LLC | 7,218 | $397.0K | 0.15% | −248−3.3% | Reduced |
| Nicholas Investment Partners, LP | 7,231 | $398.0K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,396 | $407.0K | 0.02% | −2,610−26.1% | Reduced |
| IHT Wealth Management, LLC | 7,394 | $407.0K | 0.03% | +675+10.0% | Added |
| Marathon Trading Investment Management LLC | 7,440 | $409.0K | 0.27% | +7,440 | New |
| CMT Capital Markets Trading GmbH | 7,500 | $412.0K | 0.17% | +7,500 | New |
| Bryn Mawr Trust Co | 7,615 | $419.0K | 0.02% | +7+0.1% | Added |
| American Trust | 7,770 | $427.0K | 0.04% | +224+3.0% | Added |
| Darwin Advisors, LLC | 7,649 | $428.0K | 0.11% | −59−0.8% | Reduced |
| Keybank National Association | 7,791 | $428.0K | 0.00% | +375+5.1% | Added |
| Veriti Management LLC | 7,810 | $429.0K | 0.06% | −227−2.8% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $436.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 7,968 | $438.0K | 0.01% | +186+2.4% | Added |
| Integrated Wealth Concepts LLC | 8,125 | $447.0K | 0.01% | −591−6.8% | Reduced |
| TD Private Client Wealth LLC | 8,145 | $447.9K | 0.02% | −1,421−14.9% | Reduced |
| TownSquare Capital, LLC | 8,168 | $449.0K | 0.01% | −275−3.3% | Reduced |
| Engineers Gate Manager LP | 8,233 | $453.0K | 0.03% | −48,029−85.4% | Reduced |
| Evergreen Capital Management LLC | 8,249 | $454.0K | 0.02% | +1,591+23.9% | Added |
| Regent Investment Management LLC | 8,272 | $455.0K | 0.13% | −10−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 8,322 | $458.0K | 0.02% | −834−9.1% | Reduced |
| Miracle Mile Advisors, LLC | 8,327 | $458.0K | 0.02% | +8,327 | New |
| HB Wealth Management, LLC | 8,345 | $459.0K | 0.01% | −861−9.4% | Reduced |
| WealthPlan Investment Management, LLC | 7,634 | $466.0K | 0.03% | +7,634 | New |
| Siemens Fonds Invest GmbH | 8,518 | $468.0K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,538 | $470.0K | 0.00% | +99+1.2% | Added |
| Westwood Holdings Group Inc. | 8,812 | $484.0K | 0.01% | −7,794−46.9% | Reduced |
| Independent Advisor Alliance | 8,855 | $487.0K | 0.03% | −568−6.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8,900 | $489.0K | 0.14% | +5,700+178.1% | Added |
| Central Bank & Trust Co | 8,931 | $491.0K | 0.11% | −10,564−54.2% | Reduced |
| BTC Capital Management, Inc. | 8,927 | $491.0K | 0.06% | +661+8.0% | Added |
| Wealthcare Advisory Partners LLC | 9,016 | $496.0K | 0.03% | +91+1.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,036 | $497.0K | 0.71% | +180+2.0% | Added |
| Redpoint Investment Management Pty Ltd | 9,076 | $499.0K | 0.07% | −1,922−17.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,161 | $504.0K | 0.03% | −6,777−42.5% | Reduced |
| SeaBridge Investment Advisors LLC | 9,195 | $506.0K | 0.18% | −84−0.9% | Reduced |
| ICA Group Wealth Management, LLC | 9,212 | $507.0K | 0.11% | +863+10.3% | Added |
| Signaturefd, LLC | 9,256 | $509.0K | 0.02% | +3,320+55.9% | Added |
| Key Client Fiduciary Advisors, LLC | 9,379 | $516.0K | 0.53% | +188+2.0% | Added |
| Avantax Planning Partners, Inc. | 9,421 | $518.0K | 0.02% | +946+11.2% | Added |
| Prospera Financial Services Inc | 9,487 | $522.0K | 0.03% | +1,920+25.4% | Added |
| Tran Capital Management, L.P. | 9,539 | $525.0K | 0.07% | −305,807−97.0% | Reduced |
| Parallel Advisors, LLC | 9,638 | $530.0K | 0.02% | +1,381+16.7% | Added |
| CWM, LLC | 9,660 | $531.0K | 0.00% | +43+0.4% | Added |
| Banque Pictet & Cie SA | 9,666 | $531.5K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 9,755 | $536.0K | 0.80% | −129−1.3% | Reduced |
| Focus Financial Network, Inc. | 9,776 | $537.6K | 0.05% | −2,004−17.0% | Reduced |
| Boston Private Wealth LLC | 9,771 | $538.0K | 0.01% | +9,771 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,804 | $539.0K | 0.03% | −8,188−45.5% | Reduced |
| Blueshift Asset Management, LLC | 9,817 | $540.0K | 0.12% | +518+5.6% | Added |
| Raymond James Trust N.A. | 9,980 | $548.0K | 0.02% | −226−2.2% | Reduced |
| Quantamental Technologies LLC | 9,992 | $549.0K | 0.21% | +9,992 | New |
| Diker Management LLC | 10,000 | $550.0K | 0.71% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,043 | $551.0K | 0.03% | −2,162−17.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,051 | $553.0K | 0.05% | +1,186+13.4% | Added |
| Morling Financial Advisors, LLC | 10,095 | $555.0K | 0.76% | 00.0% | Unchanged |
| Gould Capital, LLC | 10,114 | $556.0K | 0.48% | −10.0% | Reduced |
| Xponance, Inc. | 10,236 | $563.0K | 0.01% | +419+4.3% | Added |
| New York Life Investment Management LLC | 10,249 | $563.0K | 0.01% | +720+7.6% | Added |
| Axxcess Wealth Management, LLC | 10,481 | $576.0K | 0.06% | −1,302−11.0% | Reduced |
| Hoylecohen, LLC | 10,492 | $577.0K | 0.06% | −435−4.0% | Reduced |
| Sumitomo Life Insurance Co | 10,640 | $585.0K | 0.02% | +625+6.2% | Added |
| Shell Asset Management Co | 10,664 | $586.0K | 0.02% | −2,806−20.8% | Reduced |
| StoneX Group Inc. | 10,782 | $592.9K | 0.08% | −319−2.9% | Reduced |
| SWS Partners | 10,789 | $593.0K | 0.27% | +71+0.7% | Added |
| Fairfield, Bush & Co. | 10,807 | $594.0K | 0.42% | −1,660−13.3% | Reduced |
| MetLife Investment Management | 10,870 | $597.7K | 0.00% | −37−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 10,873 | $598.0K | 0.09% | +1,485+15.8% | Added |
| Illinois Municipal Retirement Fund | 10,899 | $599.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 10,909 | $599.9K | 0.22% | +48+0.4% | Added |
| Edmond de Rothschild Holding S.A. | 11,043 | $607.0K | 0.02% | −19,789−64.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,346 | $624.0K | 0.09% | −1,557−12.1% | Reduced |
| Dakota Wealth Management | 11,387 | $626.0K | 0.05% | +7,520+194.5% | Added |
| Regal Investment Advisors LLC | 11,648 | $641.0K | 0.07% | +185+1.6% | Added |
| SOA Wealth Advisors, LLC. | 11,792 | $648.0K | 0.20% | −13−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 11,775 | $651.0K | 0.01% | −1,885−13.8% | Reduced |
| Zweig-DiMenna Associates LLC | 11,900 | $654.0K | 0.14% | −31,540−72.6% | Reduced |
| IFP Advisors, Inc | 9,555 | $657.0K | 0.02% | +807+9.2% | Added |
| Scotia Capital Inc. | 12,121 | $667.0K | 0.01% | −43,382−78.2% | Reduced |
| Rathbone Brothers plc | 12,131 | $667.0K | 0.01% | −2,300−15.9% | Reduced |
| Integrated Advisors Network LLC | 12,210 | $671.0K | 0.05% | +2,348+23.8% | Added |
| Vestcor Inc | 12,222 | $672.0K | 0.03% | +158+1.3% | Added |
| United Capital Financial Advisers, LLC | 12,344 | $679.0K | 0.00% | −1,550−11.2% | Reduced |
| Westwood Wealth Management | 12,385 | $681.0K | 0.85% | −1,513−10.9% | Reduced |
| Moors & Cabot, Inc. | 12,410 | $682.0K | 0.05% | −1,444−10.4% | Reduced |
| Green Alpha Advisors, LLC | 12,437 | $684.0K | 0.58% | −18,396−59.7% | Reduced |
| Clear Street Markets LLC | 12,500 | $687.0K | 0.13% | −6,700−34.9% | Reduced |