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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 5,650 | $355.0K | 0.11% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 5,694 | $358.0K | 0.04% | −665−10.5% | Reduced |
| Bridgefront Capital, LLC | 5,705 | $358.5K | 0.25% | +5,705 | New |
| Cutter & CO Brokerage, Inc. | 5,731 | $360.1K | 0.12% | −52−0.9% | Reduced |
| We Are One Seven, LLC | 5,760 | $362.0K | 0.04% | −504−8.0% | Reduced |
| Yousif Capital Management, LLC | 5,852 | $367.7K | 0.00% | +1,020+21.1% | Added |
| Cigna Investments Inc | 5,852 | $368.0K | 0.08% | +240+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,872 | $369.0K | 0.03% | +864+17.3% | Added |
| Naviter Wealth, LLC | 4,589 | $370.7K | 0.10% | +501+12.3% | Added |
| Fund Management at Engine No. 1 LLC | 5,918 | $371.9K | 0.09% | +825+16.2% | Added |
| Algert Global LLC | 5,971 | $375.2K | 0.02% | +5,971 | New |
| Keybank National Association | 5,996 | $376.8K | 0.00% | −1,795−23.0% | Reduced |
| Western Wealth Management, LLC | 6,024 | $378.5K | 0.04% | −17,687−74.6% | Reduced |
| Brookstone Capital Management | 5,491 | $378.8K | 0.01% | +387+7.6% | Added |
| Avestar Capital, LLC | 6,060 | $380.8K | 0.08% | +213+3.6% | Added |
| Hilltop Holdings Inc. | 6,102 | $383.4K | 0.05% | −853−12.3% | Reduced |
| Pearl River Capital, LLC | 6,107 | $383.8K | 0.07% | −29,063−82.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,132 | $385.0K | 0.06% | +6,132 | New |
| Synovus Financial Corp | 6,217 | $390.7K | 0.00% | +1,710+37.9% | Added |
| DB Fitzpatrick & Co, Inc | 6,224 | $391.1K | 0.45% | +2,446+64.7% | Added |
| Sequoia Financial Advisors, LLC | 6,268 | $393.9K | 0.01% | +6,268 | New |
| Belpointe Asset Management LLC | 6,296 | $395.6K | 0.02% | +523+9.1% | Added |
| Ellevest, Inc. | 6,347 | $398.8K | 0.03% | +2,492+64.6% | Added |
| Capital Investment Advisory Services, LLC | 6,364 | $399.9K | 0.05% | +840+15.2% | Added |
| Gould Capital, LLC | 6,394 | $401.8K | 0.32% | −3,720−36.8% | Reduced |
| RB Capital Management, LLC | 6,397 | $402.0K | 0.15% | −821−11.4% | Reduced |
| Fairfield, Bush & Co. | 6,422 | $403.6K | 0.27% | −4,385−40.6% | Reduced |
| Regent Investment Management LLC | 6,577 | $413.0K | 0.11% | −1,695−20.5% | Reduced |
| Sunbelt Securities, Inc. | 6,622 | $416.1K | 0.08% | +300+4.7% | Added |
| Northeast Financial Consultants Inc | 6,645 | $417.6K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 6,670 | $419.1K | 0.30% | −20−0.3% | Reduced |
| Parallel Advisors, LLC | 6,674 | $419.4K | 0.02% | −2,964−30.8% | Reduced |
| Octavia Wealth Advisors, LLC | 6,700 | $421.0K | 0.10% | +12+0.2% | Added |
| Tran Capital Management, L.P. | 6,768 | $425.3K | 0.05% | −2,771−29.0% | Reduced |
| Kingsview Wealth Management, LLC | 6,773 | $425.6K | 0.02% | −397−5.5% | Reduced |
| Profit Investment Management, LLC | 6,832 | $429.3K | 0.30% | +518+8.2% | Added |
| Apollon Wealth Management, LLC | 6,876 | $432.1K | 0.03% | −53−0.8% | Reduced |
| Lyell Wealth Management, LP | 6,894 | $433.2K | 0.07% | −11,658−62.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,947 | $437.0K | 0.02% | −190−2.7% | Reduced |
| IHT Wealth Management, LLC | 6,968 | $437.9K | 0.03% | −426−5.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,972 | $438.1K | 0.12% | +6,972 | New |
| Mutual Advisors, LLC | 7,011 | $440.6K | 0.02% | −385−5.2% | Reduced |
| Advisor OS, LLC | 7,221 | $453.7K | 0.12% | +2,258+45.5% | Added |
| Nicholas Investment Partners, LP | 7,231 | $454.4K | 0.04% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 7,275 | $457.2K | 0.47% | +7,275 | New |
| Money Concepts Capital Corp | 7,291 | $458.2K | 0.02% | +5,211+250.5% | Added |
| Umb Bank N A | 7,296 | $459.0K | 0.01% | +931+14.6% | Added |
| Synergy Financial Group, LTD | 7,334 | $460.9K | 0.91% | −2,421−24.8% | Reduced |
| Bryn Mawr Trust Co | 7,343 | $461.0K | 0.02% | −272−3.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,343 | $461.4K | 0.44% | +371+5.3% | Added |
| Empowered Funds, LLC | 7,452 | $468.3K | 0.03% | +1,627+27.9% | Added |
| Wetherby Asset Management Inc | 7,453 | $468.3K | 0.03% | +644+9.5% | Added |
| International Assets Investment Management, LLC | 7,463 | $469.0K | 0.05% | +1,503+25.2% | Added |
| Kovack Advisors, Inc. | 7,479 | $470.0K | 0.07% | −6,455−46.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,596 | $477.3K | 0.04% | −2,885−27.5% | Reduced |
| Neo Ivy Capital Management | 7,632 | $480.0K | 0.32% | +7,632 | New |
| Integrated Wealth Concepts LLC | 7,916 | $497.0K | 0.01% | −209−2.6% | Reduced |
| Darwin Advisors, LLC | 6,946 | $497.7K | 0.13% | −703−9.2% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $498.1K | 0.03% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 7,983 | $501.7K | 0.34% | −1,396−14.9% | Reduced |
| Stamos Capital Partners, L.P. | 8,030 | $504.6K | 0.16% | +8,030 | New |
| Capula Management Ltd | 8,030 | $504.6K | 0.05% | +8,030 | New |
| Insigneo Advisory Services, LLC | 8,038 | $505.0K | 0.19% | +8,038 | New |
| ICA Group Wealth Management, LLC | 8,160 | $512.8K | 0.12% | −1,052−11.4% | Reduced |
| Y.D. More Investments Ltd | 8,169 | $514.0K | 0.14% | +8,169 | New |
| Financial Advocates Investment Management | 8,219 | $516.5K | 0.04% | +1,456+21.5% | Added |
| Siemens Fonds Invest GmbH | 8,284 | $520.6K | 0.05% | −234−2.7% | Reduced |
| Prospera Financial Services Inc | 8,354 | $525.0K | 0.03% | −1,133−11.9% | Reduced |
| Hoylecohen, LLC | 8,437 | $530.2K | 0.05% | −2,055−19.6% | Reduced |
| Balentine LLC | 8,450 | $531.0K | 0.02% | +3,220+61.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,500 | $534.1K | 0.00% | +4,000+88.9% | Added |
| Veriti Management LLC | 8,542 | $536.8K | 0.07% | +732+9.4% | Added |
| SeaBridge Investment Advisors LLC | 8,547 | $537.1K | 0.19% | −648−7.0% | Reduced |
| Central Bank & Trust Co | 8,588 | $539.7K | 0.10% | −343−3.8% | Reduced |
| Boston Private Wealth LLC | 8,655 | $543.9K | 0.01% | −1,116−11.4% | Reduced |
| Foundations Investment Advisors, LLC | 8,663 | $544.4K | 0.02% | +341+4.1% | Added |
| Lincoln National Corp | 8,667 | $544.6K | 0.01% | +699+8.8% | Added |
| TD Private Client Wealth LLC | 8,710 | $547.3K | 0.03% | +565+6.9% | Added |
| Aj Wealth Strategies, LLC | 8,767 | $551.0K | 0.03% | −4,879−35.8% | Reduced |
| WealthPlan Investment Management, LLC | 7,180 | $551.6K | 0.04% | −454−5.9% | Reduced |
| Westwood Holdings Group Inc. | 8,930 | $561.0K | 0.00% | +118+1.3% | Added |
| Bienville Capital Management, LLC | 8,950 | $562.4K | 0.21% | −10,037−52.9% | Reduced |
| Ossiam | 8,991 | $565.0K | 0.01% | +5,158+134.6% | Added |
| Banque Pictet & Cie SA | 9,011 | $566.3K | 0.01% | −655−6.8% | Reduced |
| Maven Securities LTD | 9,114 | $567.3K | 0.11% | −5,186−36.3% | Reduced |
| Knowledge Leaders Capital, LLC | 9,103 | $572.0K | 0.76% | +9,103 | New |
| Shell Asset Management Co | 9,166 | $576.0K | 0.03% | −1,498−14.0% | Reduced |
| DRW Securities, LLC | 9,164 | $576.0K | 0.12% | +9,164 | New |
| CWM, LLC | 9,243 | $581.0K | 0.00% | −417−4.3% | Reduced |
| WealthPLAN Partners, LLC | 7,377 | $581.3K | 0.04% | +7,377 | New |
| Davenport & Co LLC | 9,267 | $582.0K | 0.00% | +729+8.5% | Added |
| Golden Green, Inc. | 9,292 | $583.9K | 0.60% | +9,292 | New |
| White Knight Strategic Wealth Advisors, LLC | 9,291 | $584.0K | 0.80% | +255+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 9,305 | $584.7K | 0.01% | +4,600+97.8% | Added |
| Raymond James Trust N.A. | 9,371 | $589.0K | 0.02% | −609−6.1% | Reduced |
| Miracle Mile Advisors, LLC | 9,417 | $591.8K | 0.02% | +1,090+13.1% | Added |
| Bleakley Financial Group, LLC | 9,615 | $604.2K | 0.02% | +9,615 | New |
| Kinneret Advisory, LLC | 9,696 | $609.3K | 0.08% | +9,696 | New |
| Banque Cantonale Vaudoise | 9,729 | $612.0K | 0.03% | −314−3.1% | Reduced |
| Panagora Asset Management Inc | 9,830 | $617.7K | 0.00% | +3,869+64.9% | Added |