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 |
|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 10,076 | $633.2K | 0.05% | +300+3.1% | Added |
| United Capital Financial Advisers, LLC | 10,045 | $631.2K | 0.00% | −2,299−18.6% | Reduced |
| Diker Management LLC | 10,000 | $628.4K | 0.72% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 10,000 | $628.0K | 0.19% | +1,100+12.4% | Added |
| IFP Advisors, Inc | 9,297 | $626.0K | 0.02% | −258−2.7% | Reduced |
| Avantax Planning Partners, Inc. | 9,852 | $619.1K | 0.02% | +431+4.6% | Added |
| Panagora Asset Management Inc | 9,830 | $617.7K | 0.00% | +3,869+64.9% | Added |
| Banque Cantonale Vaudoise | 9,729 | $612.0K | 0.03% | −314−3.1% | Reduced |
| Kinneret Advisory, LLC | 9,696 | $609.3K | 0.08% | +9,696 | New |
| Bleakley Financial Group, LLC | 9,615 | $604.2K | 0.02% | +9,615 | New |
| Miracle Mile Advisors, LLC | 9,417 | $591.8K | 0.02% | +1,090+13.1% | Added |
| Raymond James Trust N.A. | 9,371 | $589.0K | 0.02% | −609−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,305 | $584.7K | 0.01% | +4,600+97.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,291 | $584.0K | 0.80% | +255+2.8% | Added |
| Golden Green, Inc. | 9,292 | $583.9K | 0.60% | +9,292 | New |
| Davenport & Co LLC | 9,267 | $582.0K | 0.00% | +729+8.5% | Added |
| WealthPLAN Partners, LLC | 7,377 | $581.3K | 0.04% | +7,377 | New |
| CWM, LLC | 9,243 | $581.0K | 0.00% | −417−4.3% | Reduced |
| 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 |
| Knowledge Leaders Capital, LLC | 9,103 | $572.0K | 0.76% | +9,103 | New |
| Maven Securities LTD | 9,114 | $567.3K | 0.11% | −5,186−36.3% | Reduced |
| Banque Pictet & Cie SA | 9,011 | $566.3K | 0.01% | −655−6.8% | Reduced |
| Ossiam | 8,991 | $565.0K | 0.01% | +5,158+134.6% | Added |
| Bienville Capital Management, LLC | 8,950 | $562.4K | 0.21% | −10,037−52.9% | Reduced |
| Westwood Holdings Group Inc. | 8,930 | $561.0K | 0.00% | +118+1.3% | Added |
| WealthPlan Investment Management, LLC | 7,180 | $551.6K | 0.04% | −454−5.9% | Reduced |
| Aj Wealth Strategies, LLC | 8,767 | $551.0K | 0.03% | −4,879−35.8% | Reduced |
| TD Private Client Wealth LLC | 8,710 | $547.3K | 0.03% | +565+6.9% | Added |
| Lincoln National Corp | 8,667 | $544.6K | 0.01% | +699+8.8% | Added |
| Foundations Investment Advisors, LLC | 8,663 | $544.4K | 0.02% | +341+4.1% | Added |
| Boston Private Wealth LLC | 8,655 | $543.9K | 0.01% | −1,116−11.4% | Reduced |
| Central Bank & Trust Co | 8,588 | $539.7K | 0.10% | −343−3.8% | Reduced |
| SeaBridge Investment Advisors LLC | 8,547 | $537.1K | 0.19% | −648−7.0% | Reduced |
| Veriti Management LLC | 8,542 | $536.8K | 0.07% | +732+9.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,500 | $534.1K | 0.00% | +4,000+88.9% | Added |
| Balentine LLC | 8,450 | $531.0K | 0.02% | +3,220+61.6% | Added |
| Hoylecohen, LLC | 8,437 | $530.2K | 0.05% | −2,055−19.6% | Reduced |
| Prospera Financial Services Inc | 8,354 | $525.0K | 0.03% | −1,133−11.9% | Reduced |
| Siemens Fonds Invest GmbH | 8,284 | $520.6K | 0.05% | −234−2.7% | Reduced |
| Financial Advocates Investment Management | 8,219 | $516.5K | 0.04% | +1,456+21.5% | Added |
| Y.D. More Investments Ltd | 8,169 | $514.0K | 0.14% | +8,169 | New |
| ICA Group Wealth Management, LLC | 8,160 | $512.8K | 0.12% | −1,052−11.4% | Reduced |
| Insigneo Advisory Services, LLC | 8,038 | $505.0K | 0.19% | +8,038 | New |
| Capula Management Ltd | 8,030 | $504.6K | 0.05% | +8,030 | New |
| Stamos Capital Partners, L.P. | 8,030 | $504.6K | 0.16% | +8,030 | New |
| Key Client Fiduciary Advisors, LLC | 7,983 | $501.7K | 0.34% | −1,396−14.9% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $498.1K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 6,946 | $497.7K | 0.13% | −703−9.2% | Reduced |
| Integrated Wealth Concepts LLC | 7,916 | $497.0K | 0.01% | −209−2.6% | Reduced |
| Neo Ivy Capital Management | 7,632 | $480.0K | 0.32% | +7,632 | New |
| Axxcess Wealth Management, LLC | 7,596 | $477.3K | 0.04% | −2,885−27.5% | Reduced |
| Kovack Advisors, Inc. | 7,479 | $470.0K | 0.07% | −6,455−46.3% | Reduced |
| International Assets Investment Management, LLC | 7,463 | $469.0K | 0.05% | +1,503+25.2% | Added |
| Wetherby Asset Management Inc | 7,453 | $468.3K | 0.03% | +644+9.5% | Added |
| Empowered Funds, LLC | 7,452 | $468.3K | 0.03% | +1,627+27.9% | Added |
| Tilia Fiduciary Partners, Inc. | 7,343 | $461.4K | 0.44% | +371+5.3% | Added |
| Bryn Mawr Trust Co | 7,343 | $461.0K | 0.02% | −272−3.6% | Reduced |
| Synergy Financial Group, LTD | 7,334 | $460.9K | 0.91% | −2,421−24.8% | Reduced |
| Umb Bank N A | 7,296 | $459.0K | 0.01% | +931+14.6% | Added |
| Money Concepts Capital Corp | 7,291 | $458.2K | 0.02% | +5,211+250.5% | Added |
| RF&L Wealth Management, LLC | 7,275 | $457.2K | 0.47% | +7,275 | New |
| Nicholas Investment Partners, LP | 7,231 | $454.4K | 0.04% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,221 | $453.7K | 0.12% | +2,258+45.5% | Added |
| Mutual Advisors, LLC | 7,011 | $440.6K | 0.02% | −385−5.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,972 | $438.1K | 0.12% | +6,972 | New |
| IHT Wealth Management, LLC | 6,968 | $437.9K | 0.03% | −426−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,947 | $437.0K | 0.02% | −190−2.7% | Reduced |
| Lyell Wealth Management, LP | 6,894 | $433.2K | 0.07% | −11,658−62.8% | Reduced |
| Apollon Wealth Management, LLC | 6,876 | $432.1K | 0.03% | −53−0.8% | Reduced |
| Profit Investment Management, LLC | 6,832 | $429.3K | 0.30% | +518+8.2% | Added |
| Kingsview Wealth Management, LLC | 6,773 | $425.6K | 0.02% | −397−5.5% | Reduced |
| Tran Capital Management, L.P. | 6,768 | $425.3K | 0.05% | −2,771−29.0% | Reduced |
| Octavia Wealth Advisors, LLC | 6,700 | $421.0K | 0.10% | +12+0.2% | Added |
| Parallel Advisors, LLC | 6,674 | $419.4K | 0.02% | −2,964−30.8% | Reduced |
| Gables Capital Management Inc. | 6,670 | $419.1K | 0.30% | −20−0.3% | Reduced |
| Northeast Financial Consultants Inc | 6,645 | $417.6K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,622 | $416.1K | 0.08% | +300+4.7% | Added |
| Regent Investment Management LLC | 6,577 | $413.0K | 0.11% | −1,695−20.5% | Reduced |
| Fairfield, Bush & Co. | 6,422 | $403.6K | 0.27% | −4,385−40.6% | Reduced |
| RB Capital Management, LLC | 6,397 | $402.0K | 0.15% | −821−11.4% | Reduced |
| Gould Capital, LLC | 6,394 | $401.8K | 0.32% | −3,720−36.8% | Reduced |
| Capital Investment Advisory Services, LLC | 6,364 | $399.9K | 0.05% | +840+15.2% | Added |
| Ellevest, Inc. | 6,347 | $398.8K | 0.03% | +2,492+64.6% | Added |
| Belpointe Asset Management LLC | 6,296 | $395.6K | 0.02% | +523+9.1% | Added |
| Sequoia Financial Advisors, LLC | 6,268 | $393.9K | 0.01% | +6,268 | New |
| DB Fitzpatrick & Co, Inc | 6,224 | $391.1K | 0.45% | +2,446+64.7% | Added |
| Synovus Financial Corp | 6,217 | $390.7K | 0.00% | +1,710+37.9% | Added |
| Thoroughbred Financial Services, LLC | 6,132 | $385.0K | 0.06% | +6,132 | New |
| Pearl River Capital, LLC | 6,107 | $383.8K | 0.07% | −29,063−82.6% | Reduced |
| Hilltop Holdings Inc. | 6,102 | $383.4K | 0.05% | −853−12.3% | Reduced |
| Avestar Capital, LLC | 6,060 | $380.8K | 0.08% | +213+3.6% | Added |
| Brookstone Capital Management | 5,491 | $378.8K | 0.01% | +387+7.6% | Added |
| Western Wealth Management, LLC | 6,024 | $378.5K | 0.04% | −17,687−74.6% | Reduced |
| Keybank National Association | 5,996 | $376.8K | 0.00% | −1,795−23.0% | Reduced |
| Algert Global LLC | 5,971 | $375.2K | 0.02% | +5,971 | New |
| Fund Management at Engine No. 1 LLC | 5,918 | $371.9K | 0.09% | +825+16.2% | Added |
| Naviter Wealth, LLC | 4,589 | $370.7K | 0.10% | +501+12.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,872 | $369.0K | 0.03% | +864+17.3% | Added |
| Cigna Investments Inc | 5,852 | $368.0K | 0.08% | +240+4.3% | Added |