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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 818 | $51.4K | 0.01% | +458+127.2% | Added |
| TCI Wealth Advisors, Inc. | 808 | $50.8K | 0.01% | +558+223.2% | Added |
| Emfo, LLC | 800 | $50.3K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 790 | $50.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 784 | $49.3K | 0.01% | −496−38.8% | Reduced |
| Accel Wealth Management | 771 | $48.5K | 0.02% | −450−36.9% | Reduced |
| CoreCap Advisors, LLC | 771 | $48.5K | 0.00% | +771 | New |
| Creative Financial Designs Inc | 734 | $46.1K | 0.01% | −98−11.8% | Reduced |
| Park Place Capital Corp | 725 | $46.0K | 0.01% | +725 | New |
| Highlander Capital Management, LLC | 700 | $44.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 691 | $43.4K | 0.02% | −100−12.6% | Reduced |
| Twin Lakes Capital Management, LLC | 679 | $42.7K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 590 | $41.3K | 0.02% | +590 | New |
| HHM Wealth Advisors, LLC | 657 | $41.3K | 0.01% | −450−40.7% | Reduced |
| Stephens Consulting, LLC | 650 | $40.8K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 642 | $40.3K | 0.00% | −68−9.6% | Reduced |
| Focused Wealth Management, Inc | 608 | $38.2K | 0.01% | +10+1.7% | Added |
| RE Advisers Corp | 601 | $37.8K | 0.00% | −470−43.9% | Reduced |
| Atwood & Palmer Inc | 600 | $37.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $37.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 594 | $37.3K | 0.04% | +594 | New |
| Hollencrest Capital Management | 537 | $33.7K | 0.00% | +537 | New |
| Armstrong Advisory Group, Inc | 534 | $33.6K | 0.00% | +534 | New |
| Register Financial Advisors LLC | 515 | $32.4K | 0.02% | +515 | New |
| Parkside Financial Bank & Trust | 509 | $32.0K | 0.01% | +89+21.2% | Added |
| Addison Advisors LLC | 505 | $31.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 500 | $31.4K | 0.00% | −13−2.5% | Reduced |
| Farther Finance Advisors, LLC | 467 | $29.3K | 0.01% | +467 | New |
| Institutional & Family Asset Management, LLC | 466 | $29.3K | 0.00% | −128−21.5% | Reduced |
| McIlrath & Eck, LLC | 449 | $28.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 459 | $28.0K | 0.00% | +55+13.6% | Added |
| Ronald Blue Trust, Inc. | 476 | $26.0K | 0.00% | +200+72.5% | Added |
| Tradition Wealth Management, LLC | 390 | $25.0K | 0.00% | −86−18.1% | Reduced |
| Bell Investment Advisors, Inc | 390 | $24.5K | 0.01% | +52+15.4% | Added |
| Atticus Wealth Management, LLC | 386 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 381 | $24.0K | 0.00% | −40−9.5% | Reduced |
| Valley National Advisers Inc | 330 | $23.0K | 0.00% | −8−2.4% | Reduced |
| Bogart Wealth, LLC | 354 | $22.2K | 0.00% | −6−1.7% | Reduced |
| Massmutual Trust Co FSB | 353 | $22.0K | 0.00% | +45+14.6% | Added |
| MinichMacGregor Wealth Management, LLC | 349 | $21.9K | 0.01% | +349 | New |
| Romano Brothers and Company | 339 | $21.3K | 0.00% | +339 | New |
| Hexagon Capital Partners LLC | 333 | $20.9K | 0.01% | +201+152.3% | Added |
| Evermay Wealth Management LLC | 330 | $20.7K | 0.00% | +100+43.5% | Added |
| Atlantic Trust, LLC | 325 | $20.0K | 0.01% | −131−28.7% | Reduced |
| Elequin Capital LP | 307 | $19.3K | 0.01% | +307 | New |
| Glassy Mountain Advisors, Inc. | 304 | $19.1K | 0.01% | +304 | New |
| Thompson Siegel & Walmsley LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 301 | $18.9K | 0.00% | −408−57.5% | Reduced |
| True Wealth Design, LLC | 301 | $18.9K | 0.01% | +301 | New |
| Global Financial Private Client, LLC | 300 | $18.9K | 0.01% | +150+100.0% | Added |
| JFS Wealth Advisors, LLC | 296 | $18.6K | 0.00% | −114−27.8% | Reduced |
| Baldwin Brothers Inc | 295 | $18.5K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 285 | $17.9K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 283 | $17.8K | 0.00% | −74,077−99.6% | Reduced |
| Proequities, Inc. | 283 | $17.8K | 0.00% | +26+10.1% | Added |
| FinTrust Capital Advisors, LLC | 276 | $17.3K | 0.00% | +180+187.5% | Added |
| Solstein Capital, LLC | 275 | $17.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 270 | $17.0K | 0.00% | +74+37.8% | Added |
| Sound Income Strategies, LLC | 268 | $16.8K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 255 | $16.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 250 | $15.7K | 0.02% | +250 | New |
| Sargent Bickham Lagudis LLC | 246 | $15.5K | 0.00% | −8−3.1% | Reduced |
| Abound Wealth Management | 245 | $15.4K | 0.01% | −23−8.6% | Reduced |
| Smithfield Trust Co | 231 | $15.0K | 0.00% | −151−39.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 233 | $15.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 234 | $14.7K | 0.01% | −91−28.0% | Reduced |
| Gleason Group, Inc. | 227 | $14.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 185 | $14.1K | 0.01% | +185 | New |
| Arrow Financial Corp | 215 | $14.0K | 0.00% | −26−10.8% | Reduced |
| Covestor Ltd | 228 | $14.0K | 0.01% | −13−5.4% | Reduced |
| Capital Analysts, LLC | 226 | $14.0K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 213 | $13.4K | 0.01% | +213 | New |
| South State Corp. | 211 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $13.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 193 | $12.1K | 0.00% | −396,269−100.0% | Reduced |
| Riverview Trust Co | 188 | $12.0K | 0.01% | −257−57.8% | Reduced |
| Grove Bank & Trust | 192 | $12.0K | 0.00% | +192 | New |
| Zullo Investment Group, Inc. | 190 | $11.9K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $11.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $11.6K | 0.00% | −63−25.4% | Reduced |
| Fairfield Financial Advisors, LTD | 165 | $10.4K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 163 | $10.2K | 0.00% | −13−7.4% | Reduced |
| Key Financial Inc | 177 | $9.73K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $9.43K | 0.01% | −148−49.7% | Reduced |
| Optimum Investment Advisors | 150 | $9.43K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 145 | $9.11K | 0.00% | +145 | New |
| Wolff Wiese Magana LLC | 142 | $8.92K | 0.01% | −1,804−92.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 139 | $8.75K | 0.00% | +55+65.5% | Added |
| WR Wealth Planners, LLC | 134 | $8.42K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 160 | $8.21K | 0.00% | +160 | New |
| Gradient Investments LLC | 130 | $8.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 128 | $8.04K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $8.00K | 0.00% | −90−41.9% | Reduced |
| HBC Financial Services, PLLC | 229 | $8.00K | 0.01% | +4+1.8% | Added |
| Missouri Trust & Investment Co | 128 | $8.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 130 | $8.00K | 0.01% | +130 | New |
| Cassady Schiller Wealth Management, LLC | 125 | $7.86K | 0.00% | +125 | New |