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 |
|---|---|---|---|---|---|
| Alpha Family Trust | 5,739 | $316.0K | 0.24% | −24,749−81.2% | Reduced |
| Resources Investment Advisors, LLC. | 5,752 | $316.0K | 0.01% | −2,242−28.0% | Reduced |
| Carson Advisory Inc. | 5,720 | $315.0K | 0.35% | +435+8.2% | Added |
| Highview Capital Management LLC | 5,700 | $313.0K | 0.23% | +5,700 | New |
| Bray Capital Advisors | 5,650 | $311.0K | 0.10% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,631 | $310.0K | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,612 | $309.0K | 0.07% | −50−0.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,622 | $309.0K | 0.03% | +2,206+64.6% | Added |
| Gladstone Institutional Advisory LLC | 5,617 | $309.0K | 0.02% | +5,617 | New |
| Capital Investment Advisory Services, LLC | 5,524 | $304.0K | 0.04% | −50−0.9% | Reduced |
| Addison Capital Co | 5,503 | $302.0K | 0.19% | +358+7.0% | Added |
| Atlas Capital Advisors LLC | 5,487 | $301.7K | 0.06% | −33−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 5,417 | $298.0K | 0.05% | −739−12.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,409 | $297.0K | 0.07% | +5+0.1% | Added |
| Private Portfolio Partners LLC | 5,384 | $296.1K | 0.08% | 00.0% | Unchanged |
| Diametric Capital, LP | 5,373 | $295.0K | 0.15% | +5,373 | New |
| Quantinno Capital Management LP | 5,327 | $293.0K | 0.04% | +5,327 | New |
| Werlinich Asset Management, LLC | 5,320 | $292.5K | 0.30% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,318 | $292.0K | 0.05% | +637+13.6% | Added |
| KG&L Capital Management,LLC | 5,293 | $291.0K | 0.16% | −975−15.6% | Reduced |
| Capital Impact Advisors, LLC | 5,263 | $289.0K | 0.29% | −2,452−31.8% | Reduced |
| Stiles Financial Services Inc | 5,234 | $288.0K | 0.17% | 00.0% | Unchanged |
| Balentine LLC | 5,230 | $288.0K | 0.01% | +5,230 | New |
| Brookstone Capital Management | 5,104 | $287.0K | 0.01% | +278+5.8% | Added |
| Verus Capital Partners, LLC | 5,199 | $286.0K | 0.05% | +2,125+69.1% | Added |
| Perennial Investment Advisors, LLC | 5,188 | $285.0K | 0.13% | −1,728−25.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,159 | $284.0K | 0.03% | −3,773−42.2% | Reduced |
| United Capital Management of KS, Inc. | 5,138 | $283.0K | 0.13% | −10,803−67.8% | Reduced |
| Column Capital Advisors, LLC | 5,119 | $281.0K | 0.06% | +262+5.4% | Added |
| Truepoint, Inc. | 5,100 | $280.0K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,093 | $280.0K | 0.08% | +13+0.3% | Added |
| AlphaStar Capital Management, LLC | 5,067 | $279.0K | 0.03% | −101−2.0% | Reduced |
| Interchange Capital Partners, LLC | 5,043 | $277.0K | 0.30% | −501−9.0% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $275.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,008 | $274.0K | 0.02% | +40+0.8% | Added |
| Advisor OS, LLC | 4,963 | $273.0K | 0.08% | −399−7.4% | Reduced |
| Sanders Morris Harris LLC | 4,870 | $272.0K | 0.07% | +287+6.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,936 | $271.0K | 0.03% | −13,356−73.0% | Reduced |
| Capstone Investment Advisors, LLC | 4,935 | $271.0K | 0.01% | −4,800−49.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,879 | $268.0K | 0.07% | −486−9.1% | Reduced |
| Yousif Capital Management, LLC | 4,832 | $266.0K | 0.00% | −586−10.8% | Reduced |
| Seeyond | 4,840 | $266.0K | 0.03% | +1,115+29.9% | Added |
| Prelude Capital Management, LLC | 4,821 | $265.0K | 0.01% | −9,433−66.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,798 | $264.0K | 0.10% | +4,798 | New |
| Archford Capital Strategies, LLC | 4,745 | $261.0K | 0.07% | +4,745 | New |
| O'Shaughnessy Asset Management, LLC | 4,705 | $259.0K | 0.00% | +352+8.1% | Added |
| Lattice Capital Management, LLC | 4,700 | $258.0K | 0.41% | 00.0% | Unchanged |
| Apoletto Ltd | 4,685 | $258.0K | 0.10% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 4,645 | $255.4K | 0.23% | 00.0% | Unchanged |
| CNB Bank | 4,636 | $255.0K | 0.17% | −442−8.7% | Reduced |
| Bradley Foster & Sargent Inc | 4,603 | $253.0K | 0.01% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 4,603 | $253.0K | 0.00% | +798+21.0% | Added |
| Strategic Blueprint, LLC | 4,574 | $252.0K | 0.03% | −269−5.6% | Reduced |
| Gofen & Glossberg LLC | 4,590 | $252.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,571 | $251.0K | 0.01% | −12,600−73.4% | Reduced |
| InterOcean Capital Group, LLC | 4,531 | $249.0K | 0.01% | +4,531 | New |
| Seaport Global Advisors, LLC | 4,513 | $248.0K | 1.01% | +23+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,500 | $247.0K | 0.00% | −20,500−82.0% | Reduced |
| Connectus Wealth, LLC | 4,500 | $247.0K | 0.01% | −20−0.4% | Reduced |
| Tortoise Index Solutions, LLC | 4,451 | $245.0K | 0.05% | −267−5.7% | Reduced |
| Ancora Advisors, LLC | 4,454 | $245.0K | 0.01% | −169−3.7% | Reduced |
| MAI Capital Management | 4,445 | $244.0K | 0.00% | +319+7.7% | Added |
| Synovus Financial Corp | 4,507 | $244.0K | 0.00% | +414+10.1% | Added |
| CV Advisors LLC | 4,420 | $243.0K | 0.24% | −811−15.5% | Reduced |
| Delta Accumulation, LLC | 4,425 | $243.0K | 7.57% | +2,200+98.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 4,407 | $242.0K | 0.00% | −246−5.3% | Reduced |
| WD Rutherford LLC | 4,400 | $242.0K | 0.19% | +4,400 | New |
| City Holding Co | 4,366 | $240.0K | 0.05% | −3,375−43.6% | Reduced |
| Boston Family Office LLC | 4,373 | $240.0K | 0.02% | −1,315−23.1% | Reduced |
| RFG Advisory, LLC | 3,839 | $240.0K | 0.01% | +11+0.3% | Added |
| Garner Asset Management Corp | 4,305 | $237.0K | 0.13% | −600−12.2% | Reduced |
| Vista Wealth Management Group, LLC | 4,155 | $237.0K | 0.03% | +7+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 4,269 | $235.0K | 0.01% | −840−16.4% | Reduced |
| 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 |
| 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 |
| Personal Cfo Solutions, LLC | 4,181 | $230.0K | 0.06% | −72−1.7% | Reduced |
| Orion Portfolio Solutions, LLC | 4,161 | $229.0K | 0.01% | −332−7.4% | 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 |
| 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 |
| Naviter Wealth, LLC | 4,088 | $225.0K | 0.09% | +156+4.0% | Added |
| WJ Wealth Management, LLC | 4,080 | $224.0K | 0.14% | −50−1.2% | Reduced |
| MCF Advisors LLC | 4,063 | $223.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 4,059 | $223.0K | 0.01% | +4,059 | New |
| Veritable, L.P. | 4,016 | $221.0K | 0.00% | +4,016 | New |
| Charles Schwab Trust Co | 4,000 | $220.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ellevest, Inc. | 3,855 | $212.0K | 0.02% | +738+23.7% | Added |
| Ossiam | 3,833 | $211.0K | 0.01% | +3,833 | New |
| Van Hulzen Asset Management, LLC | 3,810 | $210.0K | 0.03% | −100−2.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 3,778 | $208.0K | 0.25% | −333−8.1% | Reduced |
| Teza Capital Management LLC | 3,764 | $207.0K | 0.04% | +3,764 | New |
| 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 |