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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 5,852 | $367.7K | 0.00% | +1,020+21.1% | Added |
| We Are One Seven, LLC | 5,760 | $362.0K | 0.04% | −504−8.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,731 | $360.1K | 0.12% | −52−0.9% | Reduced |
| Bridgefront Capital, LLC | 5,705 | $358.5K | 0.25% | +5,705 | New |
| Laurel Wealth Advisors, Inc. | 5,694 | $358.0K | 0.04% | −665−10.5% | Reduced |
| Bray Capital Advisors | 5,650 | $355.0K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,622 | $353.3K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 5,594 | $351.5K | 0.16% | −1,050−15.8% | Reduced |
| Atlas Capital Advisors LLC | 5,487 | $344.8K | 0.06% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,484 | $344.6K | 0.14% | −147−2.6% | Reduced |
| City Holding Co | 5,478 | $344.2K | 0.06% | +1,112+25.5% | Added |
| Covenant Asset Management, LLC | 5,424 | $340.8K | 0.12% | +5,424 | New |
| Valeo Financial Advisors, LLC | 5,423 | $340.8K | 0.02% | +1,881+53.1% | Added |
| Cravens & Co Advisors, LLC | 5,410 | $340.0K | 0.31% | +5,410 | New |
| Red Door Wealth Management, LLC | 5,404 | $339.6K | 0.11% | +5,404 | New |
| Capital Impact Advisors, LLC | 5,401 | $339.4K | 0.33% | +138+2.6% | Added |
| Column Capital Advisors, LLC | 5,357 | $336.6K | 0.06% | +238+4.6% | Added |
| Aaron Wealth Advisors | 5,319 | $334.2K | 0.05% | −15,913−74.9% | Reduced |
| Meridian Wealth Advisors, LLC | 5,299 | $333.0K | 0.09% | −1,760−24.9% | Reduced |
| Orion Portfolio Solutions, LLC | 5,295 | $332.7K | 0.01% | +1,134+27.3% | Added |
| Verus Capital Partners, LLC | 5,273 | $331.4K | 0.06% | +74+1.4% | Added |
| Harbor Investment Advisory, LLC | 5,217 | $327.8K | 0.05% | −200−3.7% | Reduced |
| Guggenheim Capital LLC | 5,197 | $326.6K | 0.00% | −558−9.7% | Reduced |
| Carson Advisory Inc. | 5,190 | $326.1K | 0.31% | −530−9.3% | Reduced |
| Sawtooth Solutions, LLC | 5,172 | $325.0K | 0.04% | +1,417+37.7% | Added |
| Quantinno Capital Management LP | 5,178 | $325.0K | 0.02% | −149−2.8% | Reduced |
| Element Pointe Advisors, LLC | 5,136 | $322.7K | 0.12% | −623−10.8% | Reduced |
| Azzad Asset Management Inc | 5,124 | $322.0K | 0.05% | −18,488−78.3% | Reduced |
| BTC Capital Management, Inc. | 5,108 | $321.0K | 0.04% | −3,819−42.8% | Reduced |
| AlphaStar Capital Management, LLC | 5,081 | $319.3K | 0.03% | +14+0.3% | Added |
| RFG Advisory, LLC | 3,756 | $318.2K | 0.02% | −83−2.2% | Reduced |
| Perennial Investment Advisors, LLC | 5,035 | $316.4K | 0.13% | −153−2.9% | 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 |
| Transcend Wealth Collective, LLC | 4,976 | $312.7K | 0.03% | −183−3.5% | Reduced |
| Freestone Capital Holdings, LLC | 4,922 | $309.3K | 0.01% | −875−15.1% | Reduced |
| Werlinich Asset Management, LLC | 4,895 | $307.6K | 0.28% | −425−8.0% | Reduced |
| Ausdal Financial Partners, Inc. | 4,871 | $306.1K | 0.04% | −447−8.4% | Reduced |
| Greenleaf Trust | 4,794 | $301.0K | 0.00% | +4,794 | New |
| Strategic Blueprint, LLC | 4,774 | $300.0K | 0.03% | +200+4.4% | Added |
| Lindbrook Capital, LLC | 4,755 | $298.8K | 0.04% | +885+22.9% | Added |
| Seeyond | 4,751 | $298.6K | 0.03% | −89−1.8% | Reduced |
| Fiduciary Trust Co | 4,729 | $297.2K | 0.01% | +4,729 | New |
| Buckingham Strategic Partners | 4,714 | $296.2K | 0.02% | −1,408−23.0% | Reduced |
| Lattice Capital Management, LLC | 4,700 | $295.3K | 0.44% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,697 | $295.2K | 0.02% | −1,351−22.3% | Reduced |
| Orland Properties Ltd | 4,685 | $294.4K | 0.16% | +4,685 | New |
| Procyon Private Wealth Partners, LLC | 4,679 | $294.0K | 0.05% | −200−4.1% | Reduced |
| InterOcean Capital Group, LLC | 4,669 | $293.4K | 0.01% | +138+3.0% | Added |
| CNB Bank | 4,664 | $293.1K | 0.18% | +28+0.6% | Added |
| Dynamic Advisor Solutions LLC | 4,661 | $292.9K | 0.02% | −1,162−20.0% | Reduced |
| Veritable, L.P. | 4,659 | $292.8K | 0.01% | +643+16.0% | Added |
| Brinker Capital Investments, LLC | 4,572 | $287.3K | 0.01% | +4,572 | New |
| Private Portfolio Partners LLC | 4,559 | $286.5K | 0.08% | −825−15.3% | Reduced |
| Tempus Wealth Planning, LLC | 4,556 | $286.3K | 0.17% | +4,556 | New |
| Robertson Stephens Wealth Management, LLC | 4,549 | $285.9K | 0.03% | +4,549 | New |
| United Capital Management of KS, Inc. | 4,535 | $285.0K | 0.12% | −603−11.7% | Reduced |
| Narus Financial Partners, LLC | 4,534 | $284.9K | 0.16% | +4,534 | New |
| 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 |
| Resources Investment Advisors, LLC. | 4,528 | $284.5K | 0.01% | −1,224−21.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,517 | $284.0K | 0.02% | −1,730−27.7% | Reduced |
| Aigen Investment Management, LP | 4,510 | $283.4K | 0.04% | −32,226−87.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,508 | $283.3K | 0.01% | −2,655−37.1% | Reduced |
| Pitti Group Wealth Management, LLC | 4,497 | $282.6K | 0.34% | +4,497 | New |
| Roman Butler Fullerton & Co | 3,758 | $282.2K | 0.15% | +3,758 | New |
| Gofen & Glossberg LLC | 4,455 | $280.0K | 0.01% | −135−2.9% | Reduced |
| Personal Capital Advisors Corp | 4,426 | $278.1K | 0.00% | −177−3.8% | Reduced |
| Ballentine Partners, LLC | 4,384 | $275.5K | 0.01% | +4,384 | New |
| Wesbanco Bank Inc | 4,385 | $275.0K | 0.01% | +4,385 | New |
| Sanders Morris Harris LLC | 4,370 | $274.6K | 0.10% | −500−10.3% | Reduced |
| Harvest Fund Management Co., Ltd | 4,311 | $271.0K | 0.07% | +3,471+413.2% | Added |
| Meeder Advisory Services, Inc. | 4,298 | $270.1K | 0.03% | +4,298 | New |
| Garner Asset Management Corp | 4,285 | $269.0K | 0.13% | −20−0.5% | Reduced |
| WD Rutherford LLC | 4,280 | $269.0K | 0.21% | −120−2.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,246 | $266.8K | 0.05% | −1,163−21.5% | Reduced |
| Schnieders Capital Management LLC | 4,226 | $265.6K | 0.06% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 4,145 | $260.5K | 0.26% | −500−10.8% | Reduced |
| Archford Capital Strategies, LLC | 4,133 | $259.7K | 0.06% | −612−12.9% | Reduced |
| Meeder Asset Management Inc | 4,101 | $257.7K | 0.02% | +3,918+2,141.0% | Added |
| Magnus Financial Group LLC | 4,072 | $255.9K | 0.04% | +152+3.9% | Added |
| MCF Advisors LLC | 4,063 | $255.3K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,044 | $254.1K | 0.00% | +4,044 | New |
| Monterey Private Wealth, Inc. | 4,040 | $253.9K | 0.14% | −43−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,033 | $253.0K | 0.01% | −236−5.5% | Reduced |
| Forum Financial Management, LP | 4,017 | $252.4K | 0.01% | +4,017 | New |
| Charles Schwab Trust Co | 4,000 | $251.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 52,720 | $250.1K | 0.01% | +2,229+4.4% | Added |
| Canvas Wealth Advisors, LLC | 3,440 | $248.1K | 0.10% | −2,270−39.8% | Reduced |
| Advisor Partners II, LLC | 3,878 | $243.7K | 0.02% | +3,878 | New |
| Metis Global Partners, LLC | 3,846 | $241.7K | 0.02% | +3,846 | New |
| Quantum Private Wealth, LLC | 3,813 | $239.6K | 0.15% | −300−7.3% | Reduced |
| BSW Wealth Partners | 3,808 | $239.0K | 0.05% | −445−10.5% | Reduced |
| CAPROCK Group, Inc. | 3,757 | $236.1K | 0.02% | +3,757 | New |
| Grandview Asset Management LLC | 3,758 | $236.0K | 0.15% | −489−11.5% | Reduced |
| Personal Cfo Solutions, LLC | 3,680 | $231.3K | 0.05% | −501−12.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,675 | $230.9K | 0.04% | +3,675 | New |
| Marathon Trading Investment Management LLC | 3,649 | $229.3K | 0.15% | −3,791−51.0% | Reduced |
| Van Hulzen Asset Management, LLC | 3,650 | $229.0K | 0.03% | −160−4.2% | Reduced |
| Teza Capital Management LLC | 3,639 | $228.7K | 0.04% | −125−3.3% | Reduced |