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, Q4 2022
Institutional positions in Block, Inc. as of Dec 31, 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
- 1,008
- +56 vs. Q3 2022
- Shares held
- 385.6M
- +21.8M (+6.0%) vs. Q3 2022
- Total value
- $24.2B
- +$4.21B (+21.0%) vs. Q3 2022
- New holders
- 170
- 297 more added
- Sold out
- 114
- 403 more reduced
21 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 105 | $6.60K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 106 | $6.66K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 115 | $7.23K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 116 | $7.29K | 0.01% | +116 | New |
| Tucker Asset Management LLC | 119 | $7.49K | 0.00% | +23+24.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 120 | $7.54K | 0.00% | −378−75.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 125 | $7.86K | 0.00% | +125 | New |
| Centerpoint Advisors, LLC | 125 | $8.00K | 0.00% | −90−41.9% | Reduced |
| HBC Financial Services, PLLC | 229 | $8.00K | 0.01% | +4+1.8% | Added |
| Missouri Trust & Investment Co | 128 | $8.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 130 | $8.00K | 0.01% | +130 | New |
| North Star Investment Management Corp. | 128 | $8.04K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 130 | $8.17K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 160 | $8.21K | 0.00% | +160 | New |
| WR Wealth Planners, LLC | 134 | $8.42K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 139 | $8.75K | 0.00% | +55+65.5% | Added |
| Wolff Wiese Magana LLC | 142 | $8.92K | 0.01% | −1,804−92.7% | Reduced |
| Colonial Trust Advisors | 145 | $9.11K | 0.00% | +145 | New |
| Byrne Asset Management LLC | 150 | $9.43K | 0.01% | −148−49.7% | Reduced |
| Optimum Investment Advisors | 150 | $9.43K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 177 | $9.73K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 163 | $10.2K | 0.00% | −13−7.4% | Reduced |
| Fairfield Financial Advisors, LTD | 165 | $10.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $11.6K | 0.00% | −63−25.4% | Reduced |
| Earnest Partners LLC | 186 | $11.7K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 190 | $11.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 188 | $12.0K | 0.01% | −257−57.8% | Reduced |
| Grove Bank & Trust | 192 | $12.0K | 0.00% | +192 | New |
| Allspring Global Investments Holdings, LLC | 193 | $12.1K | 0.00% | −396,269−100.0% | Reduced |
| Country Trust Bank | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $13.3K | 0.01% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 213 | $13.4K | 0.01% | +213 | New |
| Arrow Financial Corp | 215 | $14.0K | 0.00% | −26−10.8% | Reduced |
| Covestor Ltd | 228 | $14.0K | 0.01% | −13−5.4% | Reduced |
| Capital Analysts, LLC | 226 | $14.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 185 | $14.1K | 0.01% | +185 | New |
| Gleason Group, Inc. | 227 | $14.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 234 | $14.7K | 0.01% | −91−28.0% | Reduced |
| Smithfield Trust Co | 231 | $15.0K | 0.00% | −151−39.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 233 | $15.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 245 | $15.4K | 0.01% | −23−8.6% | Reduced |
| Sargent Bickham Lagudis LLC | 246 | $15.5K | 0.00% | −8−3.1% | Reduced |
| MRP Capital Investments, LLC | 250 | $15.7K | 0.02% | +250 | New |
| City State Bank | 255 | $16.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 268 | $16.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 270 | $17.0K | 0.00% | +74+37.8% | Added |
| Solstein Capital, LLC | 275 | $17.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 276 | $17.3K | 0.00% | +180+187.5% | Added |
| Proequities, Inc. | 283 | $17.8K | 0.00% | +26+10.1% | Added |
| Burleson & Company, LLC | 283 | $17.8K | 0.00% | −74,077−99.6% | Reduced |
| Lowe Wealth Advisors, LLC | 285 | $17.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 295 | $18.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 296 | $18.6K | 0.00% | −114−27.8% | Reduced |
| Global Financial Private Client, LLC | 300 | $18.9K | 0.01% | +150+100.0% | Added |
| Washington Trust Advisors, Inc. | 301 | $18.9K | 0.00% | −408−57.5% | Reduced |
| True Wealth Design, LLC | 301 | $18.9K | 0.01% | +301 | New |
| Thompson Siegel & Walmsley LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 304 | $19.1K | 0.01% | +304 | New |
| Elequin Capital LP | 307 | $19.3K | 0.01% | +307 | New |
| Atlantic Trust, LLC | 325 | $20.0K | 0.01% | −131−28.7% | Reduced |
| Evermay Wealth Management LLC | 330 | $20.7K | 0.00% | +100+43.5% | Added |
| Hexagon Capital Partners LLC | 333 | $20.9K | 0.01% | +201+152.3% | Added |
| Romano Brothers and Company | 339 | $21.3K | 0.00% | +339 | New |
| MinichMacGregor Wealth Management, LLC | 349 | $21.9K | 0.01% | +349 | New |
| Massmutual Trust Co FSB | 353 | $22.0K | 0.00% | +45+14.6% | Added |
| Bogart Wealth, LLC | 354 | $22.2K | 0.00% | −6−1.7% | Reduced |
| Valley National Advisers Inc | 330 | $23.0K | 0.00% | −8−2.4% | Reduced |
| Cambridge Trust Co | 381 | $24.0K | 0.00% | −40−9.5% | Reduced |
| Atticus Wealth Management, LLC | 386 | $24.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 390 | $24.5K | 0.01% | +52+15.4% | Added |
| Tradition Wealth Management, LLC | 390 | $25.0K | 0.00% | −86−18.1% | Reduced |
| Ronald Blue Trust, Inc. | 476 | $26.0K | 0.00% | +200+72.5% | Added |
| Asset Dedication, LLC | 459 | $28.0K | 0.00% | +55+13.6% | Added |
| McIlrath & Eck, LLC | 449 | $28.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 466 | $29.3K | 0.00% | −128−21.5% | Reduced |
| Farther Finance Advisors, LLC | 467 | $29.3K | 0.01% | +467 | New |
| Manchester Capital Management LLC | 500 | $31.4K | 0.00% | −13−2.5% | Reduced |
| Addison Advisors LLC | 505 | $31.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 509 | $32.0K | 0.01% | +89+21.2% | Added |
| Register Financial Advisors LLC | 515 | $32.4K | 0.02% | +515 | New |
| Armstrong Advisory Group, Inc | 534 | $33.6K | 0.00% | +534 | New |
| Hollencrest Capital Management | 537 | $33.7K | 0.00% | +537 | New |
| Quarry LP | 594 | $37.3K | 0.04% | +594 | New |
| Atwood & Palmer Inc | 600 | $37.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $37.7K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 601 | $37.8K | 0.00% | −470−43.9% | Reduced |
| Focused Wealth Management, Inc | 608 | $38.2K | 0.01% | +10+1.7% | Added |
| Larson Financial Group LLC | 642 | $40.3K | 0.00% | −68−9.6% | Reduced |
| Stephens Consulting, LLC | 650 | $40.8K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 657 | $41.3K | 0.01% | −450−40.7% | Reduced |
| Accurate Wealth Management, LLC | 590 | $41.3K | 0.02% | +590 | New |
| Twin Lakes Capital Management, LLC | 679 | $42.7K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 691 | $43.4K | 0.02% | −100−12.6% | Reduced |
| Highlander Capital Management, LLC | 700 | $44.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 725 | $46.0K | 0.01% | +725 | New |
| Creative Financial Designs Inc | 734 | $46.1K | 0.01% | −98−11.8% | Reduced |
| Accel Wealth Management | 771 | $48.5K | 0.02% | −450−36.9% | Reduced |