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, 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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 9,852 | $619.1K | 0.02% | +431+4.6% | Added |
| IFP Advisors, Inc | 9,297 | $626.0K | 0.02% | −258−2.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 10,000 | $628.0K | 0.19% | +1,100+12.4% | Added |
| Diker Management LLC | 10,000 | $628.4K | 0.72% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,045 | $631.2K | 0.00% | −2,299−18.6% | Reduced |
| Focus Financial Network, Inc. | 10,076 | $633.2K | 0.05% | +300+3.1% | Added |
| Morling Financial Advisors, LLC | 10,095 | $634.4K | 0.81% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,100 | $634.7K | 0.46% | +10,100 | New |
| Sumitomo Life Insurance Co | 10,113 | $636.0K | 0.05% | −527−5.0% | Reduced |
| Regal Investment Advisors LLC | 10,140 | $637.2K | 0.06% | −1,508−12.9% | Reduced |
| Scotia Capital Inc. | 10,155 | $638.2K | 0.00% | −1,966−16.2% | Reduced |
| Laffer Tengler Investments | 10,213 | $641.8K | 0.18% | −696−6.4% | Reduced |
| Wealthcare Advisory Partners LLC | 10,221 | $642.3K | 0.03% | +1,205+13.4% | Added |
| Fiducient Advisors LLC | 10,229 | $642.8K | 0.19% | +10,229 | New |
| Tower Research Capital LLC (TRC) | 10,337 | $649.0K | 0.03% | −18,852−64.6% | Reduced |
| Signaturefd, LLC | 10,371 | $651.7K | 0.02% | +1,115+12.0% | Added |
| Beacon Pointe Advisors, LLC | 10,381 | $652.3K | 0.01% | −1,394−11.8% | Reduced |
| Jump Financial, LLC | 10,499 | $659.8K | 0.03% | −47,001−81.7% | Reduced |
| SeaCrest Wealth Management, LLC | 10,595 | $665.8K | 0.10% | −278−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,633 | $668.2K | 0.05% | +582+5.8% | Added |
| SOA Wealth Advisors, LLC. | 10,636 | $668.4K | 0.18% | −1,156−9.8% | Reduced |
| New York Life Investment Management LLC | 10,639 | $668.6K | 0.01% | +390+3.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,752 | $676.0K | 0.04% | +1,591+17.4% | Added |
| Mass Ave Global Inc. | 10,780 | $677.4K | 0.23% | +10,780 | New |
| Illinois Municipal Retirement Fund | 10,899 | $685.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,960 | $688.7K | 0.01% | −354,106−97.0% | Reduced |
| SWS Partners | 10,978 | $690.0K | 0.33% | +189+1.8% | Added |
| Westwood Wealth Management | 11,010 | $691.9K | 0.83% | −1,375−11.1% | Reduced |
| Verition Fund Management LLC | 11,049 | $694.3K | 0.01% | −8,986−44.9% | Reduced |
| StoneX Group Inc. | 11,078 | $696.1K | 0.08% | +296+2.7% | Added |
| MetLife Investment Management | 11,085 | $696.6K | 0.01% | +215+2.0% | Added |
| Swiss Life Asset Management Ltd | 11,123 | $700.7K | 0.01% | −3,498−23.9% | Reduced |
| Viawealth, LLC | 10,158 | $701.5K | 0.58% | +10,158 | New |
| Point72 Middle East FZE | 11,341 | $712.7K | 0.05% | +11,341 | New |
| KRS Capital Management, LLC | 11,559 | $726.4K | 0.99% | −1,290−10.0% | Reduced |
| La Banque Postale Asset Management SA | 11,600 | $728.9K | 0.02% | +11,600 | New |
| Fred Alger Management, LLC | 11,730 | $737.1K | 0.00% | +10,171+652.4% | Added |
| Edmond de Rothschild Holding S.A. | 11,912 | $748.5K | 0.02% | +869+7.9% | Added |
| Dakota Wealth Management | 12,110 | $761.0K | 0.05% | +723+6.3% | Added |
| Rathbone Brothers plc | 12,124 | $761.9K | 0.01% | −7−0.1% | Reduced |
| Integrated Advisors Network LLC | 12,127 | $762.1K | 0.05% | −83−0.7% | Reduced |
| Citizens Financial Group Inc | 12,370 | $777.3K | 0.03% | −2,142−14.8% | Reduced |
| Moors & Cabot, Inc. | 12,479 | $784.2K | 0.05% | +69+0.6% | Added |
| Vestcor Inc | 12,562 | $789.0K | 0.03% | +340+2.8% | Added |
| McGuire Investment Group, LLC | 12,566 | $789.6K | 0.17% | +6,359+102.4% | Added |
| Independent Financial Group, LLC | 12,584 | $790.8K | 0.07% | −1,730−12.1% | Reduced |
| TownSquare Capital, LLC | 12,684 | $797.1K | 0.02% | +4,516+55.3% | Added |
| HB Wealth Management, LLC | 12,711 | $798.8K | 0.01% | +4,366+52.3% | Added |
| Green Alpha Advisors, LLC | 12,775 | $803.0K | 0.67% | +338+2.7% | Added |
| Gyon Technologies Capital Management, LP | 12,787 | $803.5K | 0.30% | −3,650−22.2% | Reduced |
| Sepio Capital, LP | 12,930 | $812.5K | 0.07% | −13,742−51.5% | Reduced |
| Strategic Advisors LLC | 12,959 | $814.3K | 0.18% | +42+0.3% | Added |
| Motley Fool Asset Management LLC | 12,985 | $816.0K | 0.09% | −459−3.4% | Reduced |
| Sassicaia Capital Advisers LLC | 13,000 | $816.9K | 2.03% | +13,000 | New |
| Arete Wealth Advisors, LLC | 13,328 | $837.5K | 0.07% | −243−1.8% | Reduced |
| Principal Financial Group Inc | 13,378 | $840.7K | 0.00% | −365,033−96.5% | Reduced |
| Red Spruce Capital, LLC | 13,586 | $853.7K | 0.54% | +186+1.4% | Added |
| Impax Asset Management Group plc | 13,607 | $855.1K | 0.00% | −5,946−30.4% | Reduced |
| Zeke Capital Advisors, LLC | 13,717 | $862.0K | 0.06% | −1,023−6.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,760 | $865.0K | 0.02% | +3,956+40.4% | Added |
| Harvest Portfolios Group Inc. | 13,916 | $874.5K | 0.05% | +13,916 | New |
| Equitable Holdings, Inc. | 14,318 | $899.7K | 0.02% | −973−6.4% | Reduced |
| Evolutionary Tree Capital Management, LLC | 14,405 | $905.2K | 0.87% | −3,182−18.1% | Reduced |
| Advisory Services Network, LLC | 14,629 | $919.3K | 0.03% | −2,942−16.7% | Reduced |
| Stratos Wealth Partners, LTD. | 14,655 | $920.9K | 0.02% | −2,208−13.1% | Reduced |
| Avitas Wealth Management LLC | 14,759 | $927.5K | 0.20% | +69+0.5% | Added |
| Snowden Capital Advisors LLC | 14,761 | $927.6K | 0.04% | −198−1.3% | Reduced |
| Aviance Capital Partners, LLC | 14,840 | $932.5K | 0.22% | −11,050−42.7% | Reduced |
| Allen Investment Management LLC | 14,844 | $932.8K | 0.01% | −53,158−78.2% | Reduced |
| Park Avenue Securities LLC | 15,084 | $948.0K | 0.02% | +989+7.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 15,132 | $950.0K | 0.01% | +2,389+18.7% | Added |
| Hussman Strategic Advisors, Inc. | 15,500 | $974.0K | 0.16% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 15,568 | $978.3K | 0.10% | −1,318−7.8% | Reduced |
| Advisor Resource Council | 15,702 | $986.7K | 0.59% | −826−5.0% | Reduced |
| SC US (TTGP), Ltd. | 15,727 | $988.3K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 15,800 | $992.9K | 0.10% | −1,100−6.5% | Reduced |
| Bouvel Investment Partners, LLC | 15,820 | $994.1K | 0.64% | +616+4.1% | Added |
| Alamar Capital Management, LLC | 15,892 | $998.7K | 1.02% | −242−1.5% | Reduced |
| Comerica Bank | 13,400 | $1.01M | 0.01% | −554−4.0% | Reduced |
| FDx Advisors, Inc. | 16,106 | $1.01M | 0.04% | +213+1.3% | Added |
| Titleist Asset Management, Ltd. | 16,141 | $1.01M | 0.24% | −739−4.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,287 | $1.02M | 0.13% | +4,941+43.5% | Added |
| Salem Investment Counselors Inc | 16,357 | $1.03M | 0.04% | −1,405−7.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,370 | $1.03M | 0.23% | +400+2.5% | Added |
| Commerce Bank | 16,371 | $1.03M | 0.01% | −138−0.8% | Reduced |
| Coastal Investment Advisors, Inc. | 16,423 | $1.03M | 0.25% | −615−3.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,491 | $1.04M | 0.10% | −575−3.4% | Reduced |
| Bridgecreek Investment Management, LLC | 16,500 | $1.04M | 0.23% | +750+4.8% | Added |
| Altrafin AG | 16,505 | $1.04M | 0.61% | −3,415−17.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 16,505 | $1.04M | 0.60% | +187+1.1% | Added |
| Kestra Private Wealth Services, LLC | 16,515 | $1.04M | 0.05% | −5,510−25.0% | Reduced |
| Perigon Wealth Management, LLC | 16,825 | $1.06M | 0.07% | +1,122+7.1% | Added |
| Occudo Quantitative Strategies LP | 16,848 | $1.06M | 0.12% | +16,848 | New |
| Hamilton Lane Advisors LLC | 17,268 | $1.08M | 0.39% | 00.0% | Unchanged |
| Addison Capital Co | 17,305 | $1.09M | 0.69% | +11,802+214.5% | Added |
| Mercer Global Advisors Inc | 17,313 | $1.09M | 0.01% | +466+2.8% | Added |
| BIT Capital GmbH | 17,374 | $1.09M | 0.23% | −101,973−85.4% | Reduced |
| Tudor Investment Corp Et Al | 17,408 | $1.09M | 0.03% | −34,554−66.5% | Reduced |
| Garrison Point Advisors, LLC | 17,643 | $1.11M | 0.91% | +375+2.2% | Added |
| National Asset Management, Inc. | 17,679 | $1.11M | 0.03% | −3,253−15.5% | Reduced |