Block, Inc.

XYZ

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001512673

SEC filings (opens in a new tab)

In the last 90 days, Block, Inc. insiders filed 0 open-market purchases and 27 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, Q1 2023

Institutional positions in Block, Inc. as of Mar 31, 2023. 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: 997; +12 vs. Q4 2022
Shares held: 396.8M; +11.5M (+3.0%) vs. Q4 2022
Total value: $27.2B; +$3.00B (+12.4%) vs. Q4 2022
New holders: 128; 339 more added
Sold out: 116; 360 more reduced

23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 997 institutions

Value heldQ1 2023: $27.2B

Institutions holding XYZ and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q4 2022.

Institutions holding XYZ in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Management Professionals, Inc.	4	$0	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	7	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	4	$0	0.00%	00.0%	Unchanged
Front Row Advisors LLC	1	$0	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	1	$69	0.00%	00.0%	Unchanged
Financial Avengers, Inc.	1	$69	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	2	$137	0.00%	00.0%	Unchanged
Gs Investments, Inc.	4	$275	0.00%	00.0%	Unchanged
M&R Capital Management Inc	5	$343	0.00%	00.0%	Unchanged
Robbins Farley LLC	5	$344	0.00%	00.0%	Unchanged
Grey Fox Wealth Advisors, LLC	6	$412	0.00%	+6	New
Thompson Investment Management, Inc.	8	$549	0.00%	+8	New
Baystate Wealth Management LLC	8	$549	0.00%	+8	New
Moisand Fitzgerald Tamayo, LLC	9	$618	0.00%	00.0%	Unchanged
Berkshire Capital Holdings Inc	10	$687	0.00%	−146,800−100.0%	Reduced
Investors Research Corp	10	$687	0.00%	00.0%	Unchanged
Stonebridge Capital Advisors LLC	10	$687	0.00%	+10	New
PayPay Securities Corp	11	$755	0.05%	−13−54.2%	Reduced
Delos Wealth Advisors, LLC	12	$824	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	12	$824	0.00%	+12	New
Morton Brown Family Wealth, LLC	12	$824	0.00%	+12	New
Tortoise Investment Management, LLC	13	$892	0.00%	+13	New
Private Ocean, LLC	13	$892	0.00%	+13	New
JJJ Advisors Inc.	15	$961	0.00%	−3−16.7%	Reduced
GHP Investment Advisors, Inc.	14	$962	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	21	$1.00K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	28	$1.00K	0.00%	+3+12.0%	Added
Citizens National Bank Trust Department	15	$1.03K	0.00%	00.0%	Unchanged
Pointe Capital Management LLC	15	$1.03K	0.00%	+15	New
Aspire Private Capital, LLC	17	$1.17K	0.00%	00.0%	Unchanged
Schubert & Co	17	$1.17K	0.00%	+15+750.0%	Added
1832 Asset Management L.P.	18	$1.24K	0.00%	+18	New
Eagle Bay Advisors LLC	18	$1.24K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	20	$1.37K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	21	$1.44K	0.00%	−22−51.2%	Reduced
Horan Securities, Inc.	23	$1.58K	0.00%	00.0%	Unchanged
Red Tortoise LLC	24	$1.65K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	26	$1.78K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	26	$1.78K	0.00%	00.0%	Unchanged
Lee Financial Co	28	$1.92K	0.00%	−2−6.7%	Reduced
McClarren Financial Advisors, Inc.	35	$2.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	28	$2.00K	0.00%	+16+133.3%	Added
Hall Laurie J Trustee	27	$2.00K	0.00%	+27	New
Costello Asset Management, INC	30	$2.06K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	32	$2.20K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	32	$2.20K	0.00%	+18+128.6%	Added
Belmont Capital, LLC	34	$2.33K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	34	$2.33K	0.00%	+4+13.3%	Added
Tompkins Financial Corp	35	$2.40K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	36	$2.47K	0.00%	+36	New
Bellevue Asset Management, LLC	36	$2.47K	0.00%	00.0%	Unchanged
Kalos Management, Inc.	36	$2.47K	0.00%	+36	New
Montag A & Associates Inc	37	$2.54K	0.00%	+4+12.1%	Added
New Millennium Group LLC	39	$2.68K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	40	$2.75K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	41	$2.81K	0.00%	00.0%	Unchanged
Activest Wealth Management	42	$2.88K	0.00%	+42	New
Hartford Financial Management Inc.	43	$2.95K	0.00%	00.0%	Unchanged
Tobam	49	$3.00K	0.00%	+49	New
Global Wealth Strategies & Associates	46	$3.16K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	47	$3.23K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	49	$3.36K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	49	$3.36K	0.00%	+3+6.5%	Added
Barrett & Company, Inc.	50	$3.43K	0.00%	00.0%	Unchanged
Antonetti Capital Management LLC	50	$3.43K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	50	$3.43K	0.00%	00.0%	Unchanged
Orion Capital Management LLC	50	$3.43K	0.00%	00.0%	Unchanged
PFS Partners, LLC	50	$3.43K	0.00%	00.0%	Unchanged
Pflug Koory, LLC	57	$3.91K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	57	$3.91K	0.00%	+57	New
TSFG, LLC	60	$4.00K	0.00%	00.0%	Unchanged
Mach-1 Financial Group, Inc.	105	$4.33K	0.03%	+105	New
Webster Bank, N. A.	65	$4.46K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	68	$4.67K	0.00%	00.0%	Unchanged
Caldwell Trust Co	69	$4.74K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	69	$4.74K	0.00%	+7+11.3%	Added
Clean Yield Group	70	$4.81K	0.00%	00.0%	Unchanged
Islay Capital Management, LLC	70	$4.81K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	70	$4.81K	0.00%	+70	New
Ahrens Investment Partners LLC	74	$5.08K	0.00%	+74	New
Riggs Asset Managment Co. Inc.	75	$5.15K	0.00%	+35+87.5%	Added
Piershale Financial Group, Inc.	79	$5.42K	0.00%	00.0%	Unchanged
Lumature Wealth Partners, LLC	80	$5.49K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	80	$5.49K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	84	$5.78K	0.00%	−55−39.6%	Reduced
Center for Financial Planning, Inc.	85	$5.84K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	87	$5.97K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	90	$6.18K	0.00%	00.0%	Unchanged
Turim 21 Investimentos Ltda.	95	$6.52K	0.01%	00.0%	Unchanged
Archer Investment Corp	97	$6.66K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	97	$6.66K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	98	$6.73K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	100	$6.87K	0.00%	−3,102−96.9%	Reduced
Kelly Financial Services LLC	100	$6.87K	0.00%	−5−4.8%	Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP	100	$6.87K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	100	$6.87K	0.00%	00.0%	Unchanged
Colonial Trust Co	100	$6.87K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	100	$6.87K	0.00%	+100	New
Nordwand Advisors, LLC	100	$6.87K	0.00%	+100	New