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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 3,558 | $223.6K | 0.02% | −1,378−27.9% | Reduced |
| Libra Wealth LLC | 3,554 | $223.3K | 0.18% | +3,554 | New |
| Jackson Hole Capital Partners, LLC | 3,541 | $222.5K | 0.07% | −106−2.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,535 | $222.1K | 0.01% | −331−8.6% | Reduced |
| Mirador Capital Partners LP | 3,525 | $221.5K | 0.05% | +3,525 | New |
| Brighton Jones LLC | 3,519 | $221.1K | 0.01% | −129−3.5% | Reduced |
| CMT Capital Markets Trading GmbH | 3,500 | $220.0K | 0.12% | −4,000−53.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,465 | $218.0K | 0.01% | +3,465 | New |
| Pinnacle Associates Ltd | 3,464 | $217.7K | 0.00% | −1,107−24.2% | Reduced |
| Camden Capital, LLC | 3,451 | $216.9K | 0.03% | +3,451 | New |
| Kaizen Financial Strategies | 3,024 | $216.7K | 0.21% | +3,024 | New |
| Change Path, LLC | 3,445 | $216.0K | 0.01% | +3,445 | New |
| AdvisorNet Financial, Inc | 3,417 | $214.7K | 0.02% | −9,284−73.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,352 | $210.6K | 0.02% | +3,352 | New |
| J Arnold Wealth Management Co | 3,351 | $210.6K | 0.10% | +3,351 | New |
| Davy Global Fund Management Ltd | 3,322 | $208.8K | 0.04% | +3,322 | New |
| Moser Wealth Advisors, LLC | 3,313 | $208.2K | 0.16% | +254+8.3% | Added |
| Great Diamond Partners, LLC | 3,310 | $208.0K | 0.06% | +3,310 | New |
| ASB Consultores, LLC | 3,300 | $207.4K | 0.09% | +3,300 | New |
| Telemetry Investments, L.L.C. | 3,302 | $207.0K | 0.48% | +3,302 | New |
| Precision Wealth Strategies, LLC | 3,294 | $207.0K | 0.22% | −3,618−52.3% | Reduced |
| First Horizon Advisors, Inc. | 3,266 | $205.2K | 0.01% | +230+7.6% | Added |
| Centaurus Financial, Inc. | 3,255 | $205.0K | 0.02% | +83+2.6% | Added |
| J.W. Cole Advisors, Inc. | 3,234 | $203.2K | 0.02% | −913−22.0% | Reduced |
| Everhart Financial Group, Inc. | 3,206 | $201.5K | 0.10% | +3,206 | New |
| Sutton Wealth Advisors Inc. | 3,202 | $201.2K | 0.08% | +2,175+211.8% | Added |
| Bokf, NA | 3,189 | $200.4K | 0.00% | −3,928−55.2% | Reduced |
| Ameritas Advisory Services, LLC | 3,185 | $200.1K | 0.01% | +3,185 | New |
| Wealth Quarterback LLC | 3,184 | $200.1K | 0.17% | +3,184 | New |
| HM Payson & Co | 3,104 | $195.1K | 0.00% | −292−8.6% | Reduced |
| Quent Capital, LLC | 3,091 | $194.2K | 0.04% | +2,588+514.5% | Added |
| Ancora Advisors, LLC | 3,046 | $191.0K | 0.01% | −1,408−31.6% | Reduced |
| Proffitt & Goodson Inc | 2,860 | $179.7K | 0.04% | +31+1.1% | Added |
| AIA Group Ltd | 2,806 | $176.3K | 0.01% | −1,253−30.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,804 | $176.2K | 0.00% | +349+14.2% | Added |
| Rosenberg Matthew Hamilton | 2,689 | $169.0K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,675 | $168.3K | 0.01% | −35−1.3% | Reduced |
| Tyler-Stone Wealth Management | 2,648 | $166.0K | 0.11% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,566 | $161.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,482 | $156.0K | 0.01% | −459−15.6% | Reduced |
| Clearstead Advisors, LLC | 2,442 | $153.5K | 0.01% | −295−10.8% | Reduced |
| EMC Capital Management | 2,400 | $151.0K | 0.14% | −500−17.2% | Reduced |
| Truvestments Capital LLC | 2,336 | $146.8K | 0.08% | −1,013−30.2% | Reduced |
| GWM Advisors LLC | 6,332 | $145.7K | 0.00% | +6,332 | New |
| Kozak & Associates, Inc. | 2,245 | $141.0K | 0.07% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 2,225 | $139.8K | 3.77% | −2,200−49.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,168 | $136.2K | 0.02% | +1,631+303.7% | Added |
| Ci Investments Inc. | 2,146 | $135.0K | 0.00% | +711+49.5% | Added |
| Prosperity Wealth Management, Inc. | 2,095 | $131.7K | 0.13% | +2,095 | New |
| Seaport Global Advisors, LLC | 2,054 | $129.1K | 0.45% | −2,459−54.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,028 | $127.4K | 0.01% | +2,028 | New |
| Global Trust Asset Management, LLC | 2,010 | $126.3K | 0.06% | +1,500+294.1% | Added |
| First Manhattan Co | 1,995 | $125.4K | 0.00% | −40−2.0% | Reduced |
| Allworth Financial LP | 1,983 | $124.6K | 0.00% | +752+61.1% | Added |
| Comerica Securities,inc. | 1,970 | $123.8K | 0.01% | +1,970 | New |
| Quadrant Capital Group LLC | 1,949 | $122.5K | 0.01% | +683+53.9% | Added |
| Oder Investment Management, LLC | 1,927 | $121.1K | 0.15% | +1,927 | New |
| Sierra Capital LLC | 1,918 | $121.0K | 0.02% | +115+6.4% | Added |
| Northwest Investment Counselors, LLC | 1,880 | $118.1K | 0.03% | +1,850+6,166.7% | Added |
| Prestige Wealth Management Group LLC | 1,878 | $118.0K | 0.03% | +13+0.7% | Added |
| Acropolis Investment Management, LLC | 1,821 | $114.4K | 0.01% | +2+0.1% | Added |
| Financial Perspectives, Inc | 1,770 | $111.2K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,750 | $110.0K | 0.01% | +1,750 | New |
| Garde Capital, Inc. | 1,739 | $109.0K | 0.01% | +1,739 | New |
| Benjamin F. Edwards & Company, Inc. | 1,698 | $107.0K | 0.00% | −92−5.1% | Reduced |
| Alta Advisers Ltd | 1,700 | $107.0K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,641 | $103.1K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,641 | $103.0K | 0.02% | +48+3.0% | Added |
| Central Trust Co | 1,639 | $103.0K | 0.00% | −1,608−49.5% | Reduced |
| Hoey Investments, Inc | 1,630 | $102.4K | 0.04% | +860+111.7% | Added |
| Pittenger & Anderson Inc | 1,625 | $102.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,613 | $101.4K | 0.00% | +824+104.4% | Added |
| Concord Wealth Partners | 1,559 | $98.0K | 0.03% | +1,559 | New |
| Clear Street Markets LLC | 1,500 | $94.0K | 0.02% | −11,000−88.0% | Reduced |
| Caz Investments LP | 1,500 | $94.0K | 0.31% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,490 | $93.6K | 0.05% | +1,490 | New |
| Resurgent Financial Advisors LLC | 1,422 | $89.4K | 0.05% | +1,422 | New |
| Trustcore Financial Services, LLC | 1,378 | $86.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,318 | $83.0K | 0.00% | −721−35.4% | Reduced |
| BDO Wealth Advisors, LLC | 1,303 | $81.9K | 0.01% | −60−4.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,288 | $80.9K | 0.05% | −399−23.7% | Reduced |
| Hantz Financial Services, Inc. | 1,178 | $74.0K | 0.00% | +128+12.2% | Added |
| Fiduciary Alliance LLC | 1,172 | $73.6K | 0.02% | +1,172 | New |
| DecisionPoint Financial, LLC | 1,115 | $70.1K | 0.04% | +1,115 | New |
| Dark Forest Capital Management LP | 1,087 | $68.3K | 0.02% | +1,087 | New |
| New Hampshire Trust | 1,074 | $67.5K | 0.02% | +1,074 | New |
| Benjamin Edwards Inc | 1,047 | $66.0K | 0.02% | +92+9.6% | Added |
| American National Bank | 1,031 | $65.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,016 | $63.8K | 0.00% | −202−16.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $63.7K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,000 | $63.0K | 0.01% | +40+4.2% | Added |
| Sit Investment Associates Inc | 1,000 | $63.0K | 0.00% | +1,000 | New |
| Westside Investment Management, Inc. | 1,002 | $62.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 951 | $60.0K | 0.01% | +34+3.7% | Added |
| TFC Financial Management | 935 | $58.8K | 0.02% | +935 | New |
| Crewe Advisors LLC | 897 | $56.4K | 0.01% | −298−24.9% | Reduced |
| Sandy Spring Bank | 893 | $56.1K | 0.00% | −275−23.5% | Reduced |
| Heritage Wealth Management, LLC | 868 | $54.5K | 0.01% | +408+88.7% | Added |
| Huntington National Bank | 849 | $53.4K | 0.00% | −195−18.7% | Reduced |
| Private Trust Co NA | 828 | $52.0K | 0.01% | −74−8.2% | Reduced |