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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 771 | $48.5K | 0.00% | +771 | New |
| Glassman Wealth Services | 784 | $49.3K | 0.01% | −496−38.8% | Reduced |
| Independence Bank of Kentucky | 790 | $50.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 800 | $50.3K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 808 | $50.8K | 0.01% | +558+223.2% | Added |
| CVA Family Office, LLC | 818 | $51.4K | 0.01% | +458+127.2% | Added |
| Private Trust Co NA | 828 | $52.0K | 0.01% | −74−8.2% | Reduced |
| Huntington National Bank | 849 | $53.4K | 0.00% | −195−18.7% | Reduced |
| Heritage Wealth Management, LLC | 868 | $54.5K | 0.01% | +408+88.7% | Added |
| Sandy Spring Bank | 893 | $56.1K | 0.00% | −275−23.5% | Reduced |
| Crewe Advisors LLC | 897 | $56.4K | 0.01% | −298−24.9% | Reduced |
| TFC Financial Management | 935 | $58.8K | 0.02% | +935 | New |
| Capital Advisors, Ltd. LLC | 951 | $60.0K | 0.01% | +34+3.7% | Added |
| Westside Investment Management, Inc. | 1,002 | $62.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,000 | $63.0K | 0.01% | +40+4.2% | Added |
| Sit Investment Associates Inc | 1,000 | $63.0K | 0.00% | +1,000 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $63.7K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 1,016 | $63.8K | 0.00% | −202−16.6% | Reduced |
| American National Bank | 1,031 | $65.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,047 | $66.0K | 0.02% | +92+9.6% | Added |
| New Hampshire Trust | 1,074 | $67.5K | 0.02% | +1,074 | New |
| Dark Forest Capital Management LP | 1,087 | $68.3K | 0.02% | +1,087 | New |
| DecisionPoint Financial, LLC | 1,115 | $70.1K | 0.04% | +1,115 | New |
| Fiduciary Alliance LLC | 1,172 | $73.6K | 0.02% | +1,172 | New |
| Hantz Financial Services, Inc. | 1,178 | $74.0K | 0.00% | +128+12.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,288 | $80.9K | 0.05% | −399−23.7% | Reduced |
| BDO Wealth Advisors, LLC | 1,303 | $81.9K | 0.01% | −60−4.4% | Reduced |
| Spire Wealth Management | 1,318 | $83.0K | 0.00% | −721−35.4% | Reduced |
| Trustcore Financial Services, LLC | 1,378 | $86.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,422 | $89.4K | 0.05% | +1,422 | New |
| EWG Elevate Inc. | 1,490 | $93.6K | 0.05% | +1,490 | New |
| Clear Street Markets LLC | 1,500 | $94.0K | 0.02% | −11,000−88.0% | Reduced |
| Caz Investments LP | 1,500 | $94.0K | 0.31% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,559 | $98.0K | 0.03% | +1,559 | New |
| Assetmark, Inc | 1,613 | $101.4K | 0.00% | +824+104.4% | Added |
| Pittenger & Anderson Inc | 1,625 | $102.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,630 | $102.4K | 0.04% | +860+111.7% | Added |
| Central Trust Co | 1,639 | $103.0K | 0.00% | −1,608−49.5% | Reduced |
| Desjardins Global Asset Management Inc. | 1,641 | $103.0K | 0.02% | +48+3.0% | Added |
| Anchor Investment Management, LLC | 1,641 | $103.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,698 | $107.0K | 0.00% | −92−5.1% | Reduced |
| Alta Advisers Ltd | 1,700 | $107.0K | 0.06% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,739 | $109.0K | 0.01% | +1,739 | New |
| Cary Street Partner Investment Advisory LLC | 1,750 | $110.0K | 0.01% | +1,750 | New |
| Financial Perspectives, Inc | 1,770 | $111.2K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,821 | $114.4K | 0.01% | +2+0.1% | Added |
| Prestige Wealth Management Group LLC | 1,878 | $118.0K | 0.03% | +13+0.7% | Added |
| Northwest Investment Counselors, LLC | 1,880 | $118.1K | 0.03% | +1,850+6,166.7% | Added |
| Sierra Capital LLC | 1,918 | $121.0K | 0.02% | +115+6.4% | Added |
| Oder Investment Management, LLC | 1,927 | $121.1K | 0.15% | +1,927 | New |
| Quadrant Capital Group LLC | 1,949 | $122.5K | 0.01% | +683+53.9% | Added |
| Comerica Securities,inc. | 1,970 | $123.8K | 0.01% | +1,970 | New |
| Allworth Financial LP | 1,983 | $124.6K | 0.00% | +752+61.1% | Added |
| First Manhattan Co | 1,995 | $125.4K | 0.00% | −40−2.0% | Reduced |
| Global Trust Asset Management, LLC | 2,010 | $126.3K | 0.06% | +1,500+294.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,028 | $127.4K | 0.01% | +2,028 | New |
| Seaport Global Advisors, LLC | 2,054 | $129.1K | 0.45% | −2,459−54.5% | Reduced |
| Prosperity Wealth Management, Inc. | 2,095 | $131.7K | 0.13% | +2,095 | New |
| Ci Investments Inc. | 2,146 | $135.0K | 0.00% | +711+49.5% | Added |
| EverSource Wealth Advisors, LLC | 2,168 | $136.2K | 0.02% | +1,631+303.7% | Added |
| Delta Accumulation, LLC | 2,225 | $139.8K | 3.77% | −2,200−49.7% | Reduced |
| Kozak & Associates, Inc. | 2,245 | $141.0K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,332 | $145.7K | 0.00% | +6,332 | New |
| Truvestments Capital LLC | 2,336 | $146.8K | 0.08% | −1,013−30.2% | Reduced |
| EMC Capital Management | 2,400 | $151.0K | 0.14% | −500−17.2% | Reduced |
| Clearstead Advisors, LLC | 2,442 | $153.5K | 0.01% | −295−10.8% | Reduced |
| Global Retirement Partners, LLC | 2,482 | $156.0K | 0.01% | −459−15.6% | Reduced |
| Acadian Asset Management LLC | 2,566 | $161.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,648 | $166.0K | 0.11% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,675 | $168.3K | 0.01% | −35−1.3% | Reduced |
| Rosenberg Matthew Hamilton | 2,689 | $169.0K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,804 | $176.2K | 0.00% | +349+14.2% | Added |
| AIA Group Ltd | 2,806 | $176.3K | 0.01% | −1,253−30.9% | Reduced |
| Proffitt & Goodson Inc | 2,860 | $179.7K | 0.04% | +31+1.1% | Added |
| Ancora Advisors, LLC | 3,046 | $191.0K | 0.01% | −1,408−31.6% | Reduced |
| Quent Capital, LLC | 3,091 | $194.2K | 0.04% | +2,588+514.5% | Added |
| HM Payson & Co | 3,104 | $195.1K | 0.00% | −292−8.6% | Reduced |
| Wealth Quarterback LLC | 3,184 | $200.1K | 0.17% | +3,184 | New |
| Ameritas Advisory Services, LLC | 3,185 | $200.1K | 0.01% | +3,185 | New |
| Bokf, NA | 3,189 | $200.4K | 0.00% | −3,928−55.2% | Reduced |
| Sutton Wealth Advisors Inc. | 3,202 | $201.2K | 0.08% | +2,175+211.8% | Added |
| Everhart Financial Group, Inc. | 3,206 | $201.5K | 0.10% | +3,206 | New |
| J.W. Cole Advisors, Inc. | 3,234 | $203.2K | 0.02% | −913−22.0% | Reduced |
| Centaurus Financial, Inc. | 3,255 | $205.0K | 0.02% | +83+2.6% | Added |
| First Horizon Advisors, Inc. | 3,266 | $205.2K | 0.01% | +230+7.6% | Added |
| Precision Wealth Strategies, LLC | 3,294 | $207.0K | 0.22% | −3,618−52.3% | Reduced |
| Telemetry Investments, L.L.C. | 3,302 | $207.0K | 0.48% | +3,302 | New |
| ASB Consultores, LLC | 3,300 | $207.4K | 0.09% | +3,300 | New |
| Great Diamond Partners, LLC | 3,310 | $208.0K | 0.06% | +3,310 | New |
| Moser Wealth Advisors, LLC | 3,313 | $208.2K | 0.16% | +254+8.3% | Added |
| Davy Global Fund Management Ltd | 3,322 | $208.8K | 0.04% | +3,322 | New |
| J Arnold Wealth Management Co | 3,351 | $210.6K | 0.10% | +3,351 | New |
| Cyndeo Wealth Partners, LLC | 3,352 | $210.6K | 0.02% | +3,352 | New |
| AdvisorNet Financial, Inc | 3,417 | $214.7K | 0.02% | −9,284−73.1% | Reduced |
| Change Path, LLC | 3,445 | $216.0K | 0.01% | +3,445 | New |
| Kaizen Financial Strategies | 3,024 | $216.7K | 0.21% | +3,024 | New |
| Camden Capital, LLC | 3,451 | $216.9K | 0.03% | +3,451 | New |
| Pinnacle Associates Ltd | 3,464 | $217.7K | 0.00% | −1,107−24.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,465 | $218.0K | 0.01% | +3,465 | New |
| CMT Capital Markets Trading GmbH | 3,500 | $220.0K | 0.12% | −4,000−53.3% | Reduced |