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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 101 | $6.93K | 0.00% | +101 | New |
| Centerpoint Advisors, LLC | 100 | $7.00K | 0.00% | −25−20.0% | Reduced |
| PrairieView Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 102 | $7.00K | 0.01% | −40−28.2% | Reduced |
| Blume Capital Management, Inc. | 106 | $7.28K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 110 | $7.55K | 0.00% | +110 | New |
| LFA - Lugano Financial Advisors SA | 115 | $7.89K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 115 | $7.89K | 0.00% | +115 | New |
| Lam Group, Inc. | 116 | $7.96K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 236 | $8.00K | 0.01% | +7+3.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 120 | $8.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 125 | $8.58K | 0.00% | −229−64.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 125 | $8.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 128 | $8.79K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 136 | $9.00K | 0.01% | −14−9.3% | Reduced |
| Rise Advisors, LLC | 133 | $9.13K | 0.01% | −26,891−99.5% | Reduced |
| Gradient Investments LLC | 134 | $9.20K | 0.00% | +4+3.1% | Added |
| Pinnacle Holdings, LLC | 137 | $9.40K | 0.00% | +137 | New |
| Tucker Asset Management LLC | 142 | $9.75K | 0.00% | +23+19.3% | Added |
| Concord Wealth Partners | 145 | $9.95K | 0.00% | −1,414−90.7% | Reduced |
| Colonial Trust Advisors | 145 | $9.95K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $10.3K | 0.00% | −15−9.1% | Reduced |
| Optimum Investment Advisors | 150 | $10.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 154 | $10.6K | 0.00% | +20+14.9% | Added |
| Core Alternative Capital | 157 | $10.8K | 0.00% | +76+93.8% | Added |
| BerganKDV Wealth Management, LLC | 163 | $11.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 164 | $11.3K | 0.00% | −29−15.0% | Reduced |
| Prestige Wealth Management Group LLC | 165 | $11.3K | 0.00% | −1,713−91.2% | Reduced |
| Key Financial Inc | 177 | $12.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $12.3K | 0.01% | −66−26.9% | Reduced |
| Arrow Financial Corp | 185 | $12.7K | 0.00% | −30−14.0% | Reduced |
| New England Capital Financial Advisors LLC | 185 | $12.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $12.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $12.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 192 | $13.2K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 193 | $13.2K | 0.00% | −34−15.0% | Reduced |
| Country Trust Bank | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 200 | $13.7K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 200 | $13.7K | 0.01% | +200 | New |
| Thompson Siegel & Walmsley LLC | 200 | $14.0K | 0.00% | −100−33.3% | Reduced |
| Covestor Ltd | 205 | $14.0K | 0.01% | −23−10.1% | Reduced |
| South State Corp. | 211 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 231 | $15.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 219 | $15.0K | 0.01% | +91+71.1% | Added |
| Proequities, Inc. | 224 | $15.4K | 0.00% | −59−20.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 233 | $16.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $16.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 236 | $16.0K | 0.00% | +154+187.8% | Added |
| Beacon Capital Management, LLC | 234 | $16.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 238 | $16.3K | 0.00% | −32−11.9% | Reduced |
| Itau Unibanco Holding S.A. | 242 | $16.6K | 0.00% | −2,433−91.0% | Reduced |
| Ronald Blue Trust, Inc. | 256 | $17.0K | 0.00% | −220−46.2% | Reduced |
| Fortis Capital Advisors, LLC | 251 | $17.2K | 0.01% | +251 | New |
| FinTrust Capital Advisors, LLC | 276 | $17.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 255 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 268 | $18.4K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 274 | $18.8K | 0.00% | −46,723−99.4% | Reduced |
| Lowe Wealth Advisors, LLC | 285 | $19.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 294 | $20.2K | 0.00% | −59−16.7% | Reduced |
| Baldwin Brothers Inc | 295 | $20.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $20.3K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 300 | $20.5K | 0.01% | +300 | New |
| True Wealth Design, LLC | 300 | $20.6K | 0.01% | −1−0.3% | Reduced |
| Coastal Capital Group, Inc. | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 308 | $21.1K | 0.00% | +12+4.1% | Added |
| Atlantic Trust, LLC | 325 | $22.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 326 | $22.4K | 0.01% | −962−74.7% | Reduced |
| Riverview Trust Co | 332 | $22.8K | 0.02% | +144+76.6% | Added |
| Hexagon Capital Partners LLC | 333 | $22.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 355 | $23.0K | 0.00% | −104−22.7% | Reduced |
| Bell Investment Advisors, Inc | 339 | $23.3K | 0.01% | −51−13.1% | Reduced |
| NewSquare Capital LLC | 345 | $23.7K | 0.00% | +258+296.6% | Added |
| Evermay Wealth Management LLC | 351 | $24.1K | 0.00% | +21+6.4% | Added |
| First Manhattan Co | 365 | $25.1K | 0.00% | −1,630−81.7% | Reduced |
| McIlrath & Eck, LLC | 378 | $25.9K | 0.01% | −71−15.8% | Reduced |
| Cambridge Trust Co | 381 | $26.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 386 | $26.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $27.5K | 0.02% | −6,270−94.0% | Reduced |
| IAG Wealth Partners, LLC | 400 | $27.5K | 0.01% | +200+100.0% | Added |
| Washington Trust Advisors, Inc. | 404 | $27.7K | 0.00% | +103+34.2% | Added |
| Acadian Asset Management LLC | 413 | $28.0K | 0.00% | −2,153−83.9% | Reduced |
| Strategic Investment Solutions, Inc. | 447 | $30.7K | 0.01% | +447 | New |
| Institutional & Family Asset Management, LLC | 466 | $32.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 471 | $32.3K | 0.01% | +471 | New |
| Hoey Investments, Inc | 480 | $33.0K | 0.01% | −1,150−70.6% | Reduced |
| Focused Wealth Management, Inc | 497 | $34.1K | 0.01% | −111−18.3% | Reduced |
| Addison Advisors LLC | 505 | $34.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 512 | $35.1K | 0.00% | −25−4.7% | Reduced |
| Register Financial Advisors LLC | 515 | $35.4K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 536 | $36.8K | 0.00% | +2+0.4% | Added |
| Accel Wealth Management | 571 | $39.2K | 0.02% | −200−25.9% | Reduced |
| HHM Wealth Advisors, LLC | 590 | $40.5K | 0.01% | −67−10.2% | Reduced |
| Highlander Capital Management, LLC | 600 | $41.0K | 0.02% | −100−14.3% | Reduced |
| VitalStone Financial, LLC | 267 | $41.0K | 0.04% | +137+105.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 600 | $41.0K | 0.02% | +600 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $41.2K | 0.00% | 00.0% | Unchanged |