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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 10,481 | $576.0K | 0.06% | −1,302−11.0% | 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 |
| Gould Capital, LLC | 10,114 | $556.0K | 0.48% | −10.0% | Reduced |
| Morling Financial Advisors, LLC | 10,095 | $555.0K | 0.76% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,051 | $553.0K | 0.05% | +1,186+13.4% | Added |
| Banque Cantonale Vaudoise | 10,043 | $551.0K | 0.03% | −2,162−17.7% | Reduced |
| Diker Management LLC | 10,000 | $550.0K | 0.71% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 9,992 | $549.0K | 0.21% | +9,992 | New |
| Raymond James Trust N.A. | 9,980 | $548.0K | 0.02% | −226−2.2% | Reduced |
| Blueshift Asset Management, LLC | 9,817 | $540.0K | 0.12% | +518+5.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,804 | $539.0K | 0.03% | −8,188−45.5% | Reduced |
| Boston Private Wealth LLC | 9,771 | $538.0K | 0.01% | +9,771 | New |
| Focus Financial Network, Inc. | 9,776 | $537.6K | 0.05% | −2,004−17.0% | Reduced |
| Synergy Financial Group, LTD | 9,755 | $536.0K | 0.80% | −129−1.3% | Reduced |
| Banque Pictet & Cie SA | 9,666 | $531.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,660 | $531.0K | 0.00% | +43+0.4% | Added |
| Parallel Advisors, LLC | 9,638 | $530.0K | 0.02% | +1,381+16.7% | Added |
| Tran Capital Management, L.P. | 9,539 | $525.0K | 0.07% | −305,807−97.0% | Reduced |
| Prospera Financial Services Inc | 9,487 | $522.0K | 0.03% | +1,920+25.4% | Added |
| Avantax Planning Partners, Inc. | 9,421 | $518.0K | 0.02% | +946+11.2% | Added |
| Key Client Fiduciary Advisors, LLC | 9,379 | $516.0K | 0.53% | +188+2.0% | Added |
| Signaturefd, LLC | 9,256 | $509.0K | 0.02% | +3,320+55.9% | Added |
| ICA Group Wealth Management, LLC | 9,212 | $507.0K | 0.11% | +863+10.3% | Added |
| SeaBridge Investment Advisors LLC | 9,195 | $506.0K | 0.18% | −84−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,161 | $504.0K | 0.03% | −6,777−42.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 9,076 | $499.0K | 0.07% | −1,922−17.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 9,036 | $497.0K | 0.71% | +180+2.0% | Added |
| Wealthcare Advisory Partners LLC | 9,016 | $496.0K | 0.03% | +91+1.0% | 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 |
| Psagot Value Holdings Ltd. / (Israel) | 8,900 | $489.0K | 0.14% | +5,700+178.1% | Added |
| Independent Advisor Alliance | 8,855 | $487.0K | 0.03% | −568−6.0% | Reduced |
| Westwood Holdings Group Inc. | 8,812 | $484.0K | 0.01% | −7,794−46.9% | Reduced |
| Davenport & Co LLC | 8,538 | $470.0K | 0.00% | +99+1.2% | Added |
| Siemens Fonds Invest GmbH | 8,518 | $468.0K | 0.05% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 7,634 | $466.0K | 0.03% | +7,634 | New |
| HB Wealth Management, LLC | 8,345 | $459.0K | 0.01% | −861−9.4% | 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 |
| Regent Investment Management LLC | 8,272 | $455.0K | 0.13% | −10−0.1% | Reduced |
| Evergreen Capital Management LLC | 8,249 | $454.0K | 0.02% | +1,591+23.9% | Added |
| Engineers Gate Manager LP | 8,233 | $453.0K | 0.03% | −48,029−85.4% | Reduced |
| TownSquare Capital, LLC | 8,168 | $449.0K | 0.01% | −275−3.3% | Reduced |
| TD Private Client Wealth LLC | 8,145 | $447.9K | 0.02% | −1,421−14.9% | Reduced |
| Integrated Wealth Concepts LLC | 8,125 | $447.0K | 0.01% | −591−6.8% | Reduced |
| Lincoln National Corp | 7,968 | $438.0K | 0.01% | +186+2.4% | Added |
| Jasper Ridge Partners, L.P. | 7,927 | $436.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 7,810 | $429.0K | 0.06% | −227−2.8% | Reduced |
| 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 |
| American Trust | 7,770 | $427.0K | 0.04% | +224+3.0% | Added |
| Bryn Mawr Trust Co | 7,615 | $419.0K | 0.02% | +7+0.1% | Added |
| CMT Capital Markets Trading GmbH | 7,500 | $412.0K | 0.17% | +7,500 | New |
| Marathon Trading Investment Management LLC | 7,440 | $409.0K | 0.27% | +7,440 | New |
| 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 |
| Nicholas Investment Partners, LP | 7,231 | $398.0K | 0.04% | 00.0% | Unchanged |
| RB Capital Management, LLC | 7,218 | $397.0K | 0.15% | −248−3.3% | 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 |
| 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 |
| Meridian Wealth Advisors, LLC | 7,059 | $388.0K | 0.11% | −25−0.4% | Reduced |
| Hilltop Holdings Inc. | 6,955 | $383.0K | 0.05% | −158−2.2% | Reduced |
| Apollon Wealth Management, LLC | 6,929 | $381.0K | 0.03% | −453−6.1% | Reduced |
| Wetherby Asset Management Inc | 6,809 | $375.0K | 0.03% | +680+11.1% | Added |
| Tilia Fiduciary Partners, Inc. | 6,972 | $373.0K | 0.38% | +1,599+29.8% | Added |
| Cipher Capital LP | 6,720 | $370.0K | 0.06% | +6,720 | New |
| Ritholtz Wealth Management | 6,706 | $369.0K | 0.02% | +6,706 | New |
| 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 |
| Northeast Financial Consultants Inc | 6,645 | $365.0K | 0.03% | +251+3.9% | Added |
| WP Advisors, LLC | 6,644 | $365.0K | 0.17% | +413+6.6% | Added |
| Financial Advocates Investment Management | 6,763 | $364.0K | 0.03% | −304−4.3% | Reduced |
| Umb Bank N A | 6,365 | $350.0K | 0.01% | −298−4.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,359 | $349.0K | 0.04% | −15−0.2% | Reduced |
| Sunbelt Securities, Inc. | 6,322 | $348.0K | 0.07% | −85−1.3% | Reduced |
| Profit Investment Management, LLC | 6,314 | $347.0K | 0.27% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,264 | $344.0K | 0.03% | −686−9.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,247 | $344.0K | 0.02% | −75−1.2% | Reduced |
| McGuire Investment Group, LLC | 6,207 | $341.0K | 0.08% | +811+15.0% | Added |
| Canvas Wealth Advisors, LLC | 5,710 | $340.0K | 0.14% | −24,666−81.2% | Reduced |
| Corient Capital Partners, LLC | 5,536 | $340.0K | 0.03% | +327+6.3% | Added |
| Mizuho Securities Co. Ltd. | 6,164 | $339.0K | 0.11% | −3,691−37.5% | Reduced |
| Buckingham Strategic Partners | 6,122 | $337.0K | 0.02% | +1,314+27.3% | Added |
| Geneos Wealth Management Inc. | 6,048 | $332.0K | 0.02% | −1,034−14.6% | Reduced |
| ACT Capital Management, LLC | 6,000 | $330.0K | 0.46% | +6,000 | New |
| Panagora Asset Management Inc | 5,961 | $328.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,960 | $328.0K | 0.07% | +58+1.0% | Added |
| Avestar Capital, LLC | 5,847 | $322.0K | 0.09% | +93+1.6% | Added |
| Dynamic Advisor Solutions LLC | 5,823 | $320.0K | 0.02% | −141−2.4% | Reduced |
| Empowered Funds, LLC | 5,825 | $320.0K | 0.03% | +1,132+24.1% | Added |
| Freestone Capital Holdings, LLC | 5,797 | $319.0K | 0.01% | −1,179−16.9% | Reduced |
| Glenmede Trust Co NA | 5,798 | $318.0K | 0.00% | −1,619−21.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,783 | $318.0K | 0.12% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,773 | $317.0K | 0.02% | −1,173−16.9% | Reduced |
| Guggenheim Capital LLC | 5,755 | $317.0K | 0.00% | +39+0.7% | Added |
| Element Pointe Advisors, LLC | 5,759 | $317.0K | 0.18% | +500+9.5% | Added |