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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 600 | $41.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 637 | $43.7K | 0.01% | +128+25.1% | Added |
| Stephens Consulting, LLC | 650 | $44.6K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $46.6K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 683 | $46.9K | 0.00% | −2,421−78.0% | Reduced |
| Trust Co of Vermont | 685 | $47.0K | 0.00% | +685 | New |
| PSI Advisors, LLC | 691 | $47.4K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 741 | $48.0K | 0.01% | +411+124.5% | Added |
| Creative Financial Designs Inc | 742 | $50.9K | 0.01% | +8+1.1% | Added |
| Larson Financial Group LLC | 757 | $52.0K | 0.01% | +115+17.9% | Added |
| Independence Bank of Kentucky | 790 | $54.2K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 800 | $54.9K | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 805 | $55.3K | 0.06% | +555+222.0% | Added |
| Glassman Wealth Services | 832 | $57.1K | 0.01% | +48+6.1% | Added |
| TCI Wealth Advisors, Inc. | 836 | $57.4K | 0.01% | +28+3.5% | Added |
| Tradition Wealth Management, LLC | 855 | $59.0K | 0.01% | +465+119.2% | Added |
| CVA Family Office, LLC | 868 | $59.6K | 0.01% | +50+6.1% | Added |
| Sandy Spring Bank | 893 | $61.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 900 | $61.8K | 0.00% | −2,146−70.5% | Reduced |
| Crewe Advisors LLC | 930 | $63.8K | 0.01% | +33+3.7% | Added |
| Capital Advisors, Ltd. LLC | 951 | $65.0K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 980 | $67.3K | 0.02% | −94−8.8% | Reduced |
| Westside Investment Management, Inc. | 982 | $67.4K | 0.02% | −20−2.0% | Reduced |
| Private Trust Co NA | 997 | $68.4K | 0.01% | +169+20.4% | Added |
| Systematic Alpha Investments, LLC | 1,000 | $68.7K | 0.00% | +1,000 | New |
| Sit Investment Associates Inc | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $69.5K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,016 | $69.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,026 | $70.4K | 0.01% | −5−0.5% | Reduced |
| DecisionPoint Financial, LLC | 1,115 | $76.5K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,120 | $76.9K | 0.02% | +395+54.5% | Added |
| Huntington National Bank | 1,125 | $77.2K | 0.00% | +276+32.5% | Added |
| Manchester Capital Management LLC | 1,167 | $80.1K | 0.01% | +667+133.4% | Added |
| Hantz Financial Services, Inc. | 1,179 | $81.0K | 0.00% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 1,222 | $83.9K | 0.02% | +755+161.7% | Added |
| WealthPLAN Partners, LLC | 1,303 | $89.5K | 0.01% | −6,074−82.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,318 | $90.0K | 0.02% | −2,993−69.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,322 | $90.8K | 0.02% | −2,924−68.9% | Reduced |
| BDO Wealth Advisors, LLC | 1,323 | $90.8K | 0.01% | +20+1.5% | Added |
| TFC Financial Management | 1,377 | $94.5K | 0.02% | +442+47.3% | Added |
| Northwest Investment Counselors, LLC | 1,380 | $94.7K | 0.03% | −500−26.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,475 | $101.3K | 0.01% | −275−15.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,497 | $103.0K | 0.01% | −144−8.8% | Reduced |
| Caz Investments LP | 1,500 | $103.0K | 0.30% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,516 | $104.1K | 0.33% | −538−26.2% | Reduced |
| Garde Capital, Inc. | 1,539 | $106.0K | 0.01% | −200−11.5% | Reduced |
| Icon Wealth Partners, LLC | 1,546 | $106.1K | 0.01% | +1,546 | New |
| Edmond de Rothschild Holding S.A. | 1,590 | $109.2K | 0.00% | −10,322−86.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,600 | $110.0K | 0.00% | −98−5.8% | Reduced |
| Central Trust Co | 1,622 | $111.4K | 0.00% | −17−1.0% | Reduced |
| Pittenger & Anderson Inc | 1,625 | $111.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,636 | $112.0K | 0.03% | +589+56.3% | Added |
| Anchor Investment Management, LLC | 1,641 | $112.7K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,700 | $116.7K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,722 | $118.2K | 0.01% | −99−5.4% | Reduced |
| Sageworth Trust Co | 1,750 | $120.1K | 0.01% | +1,750 | New |
| EverSource Wealth Advisors, LLC | 1,762 | $121.0K | 0.02% | −406−18.7% | Reduced |
| Financial Perspectives, Inc | 1,770 | $121.5K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,789 | $122.8K | 0.07% | −547−23.4% | Reduced |
| Allworth Financial LP | 1,902 | $130.6K | 0.00% | −81−4.1% | Reduced |
| Global Retirement Partners, LLC | 2,293 | $136.0K | 0.01% | −189−7.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,000 | $137.3K | 0.00% | −57,693−96.6% | Reduced |
| Ci Investments Inc. | 2,030 | $139.0K | 0.00% | −116−5.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,097 | $140.9K | 0.01% | −1,088−34.2% | Reduced |
| Clearstead Advisors, LLC | 2,061 | $141.5K | 0.01% | −381−15.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,089 | $143.4K | 0.05% | −600−22.3% | Reduced |
| Spire Wealth Management | 2,110 | $144.8K | 0.01% | +792+60.1% | Added |
| Delta Accumulation, LLC | 2,225 | $152.7K | 0.81% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,245 | $154.1K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,246 | $154.2K | 0.02% | +297+15.2% | Added |
| Global Trust Asset Management, LLC | 2,310 | $158.6K | 0.08% | +300+14.9% | Added |
| EMC Capital Management | 2,400 | $159.0K | 0.13% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,329 | $159.9K | 0.10% | +2,329 | New |
| Cullen/Frost Bankers, Inc. | 2,481 | $170.3K | 0.00% | −323−11.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,495 | $171.3K | 0.01% | +2,495 | New |
| Whittier Trust Co of Nevada Inc | 2,507 | $172.1K | 0.01% | −15,745−86.3% | Reduced |
| Marathon Trading Investment Management LLC | 2,917 | $200.3K | 0.09% | −732−20.1% | Reduced |
| Corton Capital Inc. | 2,919 | $200.4K | 0.14% | +2,919 | New |
| Stock Yards Bank & Trust Co | 2,931 | $201.0K | 0.01% | +2,931 | New |
| Howard Wealth Management, LLC | 2,928 | $201.0K | 0.17% | +2,928 | New |
| Smith, Moore & Co. | 2,937 | $201.6K | 0.03% | +2,937 | New |
| Catalyst Wealth Management, LLC | 2,937 | $201.6K | 0.19% | +2,937 | New |
| BSW Wealth Partners | 2,953 | $202.7K | 0.04% | −855−22.5% | Reduced |
| Vista Wealth Management Group, LLC | 2,964 | $203.5K | 0.02% | +2,964 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $204.0K | 0.09% | −7,000−70.0% | Reduced |
| Evergreen Capital Management LLC | 2,991 | $205.3K | 0.01% | +2,991 | New |
| Transatlantique Private Wealth LLC | 2,992 | $205.4K | 0.11% | +2,992 | New |
| Venturi Wealth Management, LLC | 2,994 | $205.5K | 0.02% | +2,994 | New |
| Carr Financial Group Corp | 3,000 | $205.9K | 0.09% | +3,000 | New |
| Boothbay Fund Management, LLC | 3,010 | $206.6K | 0.01% | −52,744−94.6% | Reduced |
| Twelve Points Wealth Management LLC | 3,022 | $207.5K | 0.12% | +3,022 | New |
| Mission Wealth Management, LP | 3,038 | $208.6K | 0.01% | +3,038 | New |
| Cornerstone Wealth Management, LLC | 3,047 | $209.2K | 0.02% | +3,047 | New |
| RSM US Wealth Management LLC | 3,067 | $210.6K | 0.01% | +3,067 | New |
| Sheaff Brock Investment Advisors, LLC | 3,068 | $210.6K | 0.02% | +3,068 | New |
| Caerus Investment Advisors, LLC | 3,077 | $211.2K | 0.24% | +3,077 | New |
| Bokf, NA | 3,102 | $213.0K | 0.00% | −87−2.7% | Reduced |
| Wealth Alliance | 3,119 | $214.1K | 0.03% | +3,119 | New |
| Marshall Financial Group LLC | 3,125 | $214.5K | 0.08% | +3,125 | New |
| Visionary Wealth Advisors | 3,127 | $214.7K | 0.02% | +3,127 | New |