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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 3,519 | $221.1K | 0.01% | −129−3.5% | Reduced |
| Mirador Capital Partners LP | 3,525 | $221.5K | 0.05% | +3,525 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,535 | $222.1K | 0.01% | −331−8.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,541 | $222.5K | 0.07% | −106−2.9% | Reduced |
| Libra Wealth LLC | 3,554 | $223.3K | 0.18% | +3,554 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,558 | $223.6K | 0.02% | −1,378−27.9% | Reduced |
| Teza Capital Management LLC | 3,639 | $228.7K | 0.04% | −125−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 3,650 | $229.0K | 0.03% | −160−4.2% | Reduced |
| Marathon Trading Investment Management LLC | 3,649 | $229.3K | 0.15% | −3,791−51.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,675 | $230.9K | 0.04% | +3,675 | New |
| Personal Cfo Solutions, LLC | 3,680 | $231.3K | 0.05% | −501−12.0% | Reduced |
| Grandview Asset Management LLC | 3,758 | $236.0K | 0.15% | −489−11.5% | Reduced |
| CAPROCK Group, Inc. | 3,757 | $236.1K | 0.02% | +3,757 | New |
| BSW Wealth Partners | 3,808 | $239.0K | 0.05% | −445−10.5% | Reduced |
| Quantum Private Wealth, LLC | 3,813 | $239.6K | 0.15% | −300−7.3% | Reduced |
| Metis Global Partners, LLC | 3,846 | $241.7K | 0.02% | +3,846 | New |
| Advisor Partners II, LLC | 3,878 | $243.7K | 0.02% | +3,878 | New |
| Canvas Wealth Advisors, LLC | 3,440 | $248.1K | 0.10% | −2,270−39.8% | Reduced |
| Private Advisor Group, LLC | 52,720 | $250.1K | 0.01% | +2,229+4.4% | Added |
| Charles Schwab Trust Co | 4,000 | $251.4K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,017 | $252.4K | 0.01% | +4,017 | New |
| Meiji Yasuda Life Insurance Co | 4,033 | $253.0K | 0.01% | −236−5.5% | Reduced |
| Monterey Private Wealth, Inc. | 4,040 | $253.9K | 0.14% | −43−1.1% | Reduced |
| EP Wealth Advisors, LLC | 4,044 | $254.1K | 0.00% | +4,044 | New |
| MCF Advisors LLC | 4,063 | $255.3K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,072 | $255.9K | 0.04% | +152+3.9% | Added |
| Meeder Asset Management Inc | 4,101 | $257.7K | 0.02% | +3,918+2,141.0% | Added |
| Archford Capital Strategies, LLC | 4,133 | $259.7K | 0.06% | −612−12.9% | Reduced |
| Conway Capital Management, Inc. | 4,145 | $260.5K | 0.26% | −500−10.8% | Reduced |
| Schnieders Capital Management LLC | 4,226 | $265.6K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,246 | $266.8K | 0.05% | −1,163−21.5% | Reduced |
| WD Rutherford LLC | 4,280 | $269.0K | 0.21% | −120−2.7% | Reduced |
| Garner Asset Management Corp | 4,285 | $269.0K | 0.13% | −20−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,298 | $270.1K | 0.03% | +4,298 | New |
| Harvest Fund Management Co., Ltd | 4,311 | $271.0K | 0.07% | +3,471+413.2% | Added |
| Sanders Morris Harris LLC | 4,370 | $274.6K | 0.10% | −500−10.3% | Reduced |
| Wesbanco Bank Inc | 4,385 | $275.0K | 0.01% | +4,385 | New |
| Ballentine Partners, LLC | 4,384 | $275.5K | 0.01% | +4,384 | New |
| Personal Capital Advisors Corp | 4,426 | $278.1K | 0.00% | −177−3.8% | Reduced |
| Gofen & Glossberg LLC | 4,455 | $280.0K | 0.01% | −135−2.9% | Reduced |
| Roman Butler Fullerton & Co | 3,758 | $282.2K | 0.15% | +3,758 | New |
| Pitti Group Wealth Management, LLC | 4,497 | $282.6K | 0.34% | +4,497 | New |
| Beacon Investment Advisory Services, Inc. | 4,508 | $283.3K | 0.01% | −2,655−37.1% | Reduced |
| Aigen Investment Management, LP | 4,510 | $283.4K | 0.04% | −32,226−87.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,517 | $284.0K | 0.02% | −1,730−27.7% | Reduced |
| Resources Investment Advisors, LLC. | 4,528 | $284.5K | 0.01% | −1,224−21.3% | Reduced |
| Keudell/Morrison Wealth Management | 4,532 | $284.8K | 0.09% | −266−5.5% | Reduced |
| Bradley Foster & Sargent Inc | 4,532 | $284.8K | 0.01% | −71−1.5% | Reduced |
| Narus Financial Partners, LLC | 4,534 | $284.9K | 0.16% | +4,534 | New |
| United Capital Management of KS, Inc. | 4,535 | $285.0K | 0.12% | −603−11.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,549 | $285.9K | 0.03% | +4,549 | New |
| Tempus Wealth Planning, LLC | 4,556 | $286.3K | 0.17% | +4,556 | New |
| Private Portfolio Partners LLC | 4,559 | $286.5K | 0.08% | −825−15.3% | Reduced |
| Brinker Capital Investments, LLC | 4,572 | $287.3K | 0.01% | +4,572 | New |
| Veritable, L.P. | 4,659 | $292.8K | 0.01% | +643+16.0% | Added |
| Dynamic Advisor Solutions LLC | 4,661 | $292.9K | 0.02% | −1,162−20.0% | Reduced |
| CNB Bank | 4,664 | $293.1K | 0.18% | +28+0.6% | Added |
| InterOcean Capital Group, LLC | 4,669 | $293.4K | 0.01% | +138+3.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,679 | $294.0K | 0.05% | −200−4.1% | Reduced |
| Orland Properties Ltd | 4,685 | $294.4K | 0.16% | +4,685 | New |
| Geneos Wealth Management Inc. | 4,697 | $295.2K | 0.02% | −1,351−22.3% | Reduced |
| Lattice Capital Management, LLC | 4,700 | $295.3K | 0.44% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,714 | $296.2K | 0.02% | −1,408−23.0% | Reduced |
| Fiduciary Trust Co | 4,729 | $297.2K | 0.01% | +4,729 | New |
| Seeyond | 4,751 | $298.6K | 0.03% | −89−1.8% | Reduced |
| Lindbrook Capital, LLC | 4,755 | $298.8K | 0.04% | +885+22.9% | Added |
| Strategic Blueprint, LLC | 4,774 | $300.0K | 0.03% | +200+4.4% | Added |
| Greenleaf Trust | 4,794 | $301.0K | 0.00% | +4,794 | New |
| Ausdal Financial Partners, Inc. | 4,871 | $306.1K | 0.04% | −447−8.4% | Reduced |
| Werlinich Asset Management, LLC | 4,895 | $307.6K | 0.28% | −425−8.0% | Reduced |
| Freestone Capital Holdings, LLC | 4,922 | $309.3K | 0.01% | −875−15.1% | Reduced |
| Transcend Wealth Collective, LLC | 4,976 | $312.7K | 0.03% | −183−3.5% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $314.2K | 0.04% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 5,000 | $314.2K | 0.54% | +5,000 | New |
| Perennial Investment Advisors, LLC | 5,035 | $316.4K | 0.13% | −153−2.9% | Reduced |
| RFG Advisory, LLC | 3,756 | $318.2K | 0.02% | −83−2.2% | Reduced |
| AlphaStar Capital Management, LLC | 5,081 | $319.3K | 0.03% | +14+0.3% | Added |
| BTC Capital Management, Inc. | 5,108 | $321.0K | 0.04% | −3,819−42.8% | Reduced |
| Azzad Asset Management Inc | 5,124 | $322.0K | 0.05% | −18,488−78.3% | Reduced |
| Element Pointe Advisors, LLC | 5,136 | $322.7K | 0.12% | −623−10.8% | Reduced |
| Quantinno Capital Management LP | 5,178 | $325.0K | 0.02% | −149−2.8% | Reduced |
| Sawtooth Solutions, LLC | 5,172 | $325.0K | 0.04% | +1,417+37.7% | Added |
| Carson Advisory Inc. | 5,190 | $326.1K | 0.31% | −530−9.3% | Reduced |
| Guggenheim Capital LLC | 5,197 | $326.6K | 0.00% | −558−9.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,217 | $327.8K | 0.05% | −200−3.7% | Reduced |
| Verus Capital Partners, LLC | 5,273 | $331.4K | 0.06% | +74+1.4% | Added |
| Orion Portfolio Solutions, LLC | 5,295 | $332.7K | 0.01% | +1,134+27.3% | Added |
| Meridian Wealth Advisors, LLC | 5,299 | $333.0K | 0.09% | −1,760−24.9% | Reduced |
| Aaron Wealth Advisors | 5,319 | $334.2K | 0.05% | −15,913−74.9% | Reduced |
| Column Capital Advisors, LLC | 5,357 | $336.6K | 0.06% | +238+4.6% | Added |
| Capital Impact Advisors, LLC | 5,401 | $339.4K | 0.33% | +138+2.6% | Added |
| Red Door Wealth Management, LLC | 5,404 | $339.6K | 0.11% | +5,404 | New |
| Cravens & Co Advisors, LLC | 5,410 | $340.0K | 0.31% | +5,410 | New |
| Valeo Financial Advisors, LLC | 5,423 | $340.8K | 0.02% | +1,881+53.1% | Added |
| Covenant Asset Management, LLC | 5,424 | $340.8K | 0.12% | +5,424 | New |
| City Holding Co | 5,478 | $344.2K | 0.06% | +1,112+25.5% | Added |
| Cim Investment Mangement Inc | 5,484 | $344.6K | 0.14% | −147−2.6% | Reduced |
| Atlas Capital Advisors LLC | 5,487 | $344.8K | 0.06% | 00.0% | Unchanged |
| WP Advisors, LLC | 5,594 | $351.5K | 0.16% | −1,050−15.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,622 | $353.3K | 0.03% | 00.0% | Unchanged |