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 |
|---|---|---|---|---|---|
| Johnson & White Wealth Management, LLC | 3,130 | $215.0K | 0.19% | −16,190−83.8% | Reduced |
| Waypoint Wealth Partners Inc. | 3,140 | $215.6K | 0.08% | +3,140 | New |
| V Wealth Advisors LLC | 3,156 | $216.7K | 0.04% | +3,156 | New |
| World Equity Group, Inc. | 2,365 | $217.2K | 0.04% | +2,365 | New |
| AdvisorNet Financial, Inc | 3,205 | $220.0K | 0.02% | −212−6.2% | Reduced |
| Grandview Asset Management LLC | 3,236 | $222.0K | 0.13% | −522−13.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,244 | $222.7K | 0.08% | +3,244 | New |
| Assetmark, Inc | 3,315 | $227.6K | 0.00% | +1,702+105.5% | Added |
| Quent Capital, LLC | 3,340 | $229.1K | 0.04% | +249+8.1% | Added |
| Roman Butler Fullerton & Co | 3,758 | $229.2K | 0.11% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,383 | $232.0K | 0.02% | +128+3.9% | Added |
| First Horizon Advisors, Inc. | 3,381 | $232.1K | 0.01% | +115+3.5% | Added |
| City Holding Co | 3,393 | $232.9K | 0.04% | −2,085−38.1% | Reduced |
| Grimes & Company, Inc. | 3,409 | $234.0K | 0.01% | +3,409 | New |
| KG&L Capital Management,LLC | 3,411 | $234.2K | 0.12% | +3,411 | New |
| Vinva Investment Management Ltd | 3,422 | $234.4K | 0.02% | +3,422 | New |
| Tempus Wealth Planning, LLC | 3,449 | $236.8K | 0.12% | −1,107−24.3% | Reduced |
| Great Diamond Partners, LLC | 3,456 | $237.3K | 0.07% | +146+4.4% | Added |
| IFG Advisory, LLC | 3,468 | $238.1K | 0.02% | +3,468 | New |
| Davy Global Fund Management Ltd | 3,473 | $238.4K | 0.05% | +151+4.5% | Added |
| Canal Capital Management, LLC | 3,478 | $238.8K | 0.05% | −18,163−83.9% | Reduced |
| Inceptionr LLC | 3,479 | $238.8K | 0.08% | +3,479 | New |
| Everhart Financial Group, Inc. | 3,515 | $241.3K | 0.11% | +309+9.6% | Added |
| Camden Capital, LLC | 3,519 | $241.6K | 0.04% | +68+2.0% | Added |
| Narus Financial Partners, LLC | 3,534 | $242.6K | 0.13% | −1,000−22.1% | Reduced |
| Ausdal Financial Partners, Inc. | 3,538 | $242.9K | 0.03% | −1,333−27.4% | Reduced |
| Meridian Wealth Advisors, LLC | 3,539 | $243.0K | 0.06% | −1,760−33.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,537 | $243.0K | 0.01% | +72+2.1% | Added |
| Libra Wealth LLC | 3,554 | $244.0K | 0.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,847 | $246.9K | 0.00% | −1,644−29.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,606 | $247.6K | 0.01% | −1,055−22.6% | Reduced |
| Private Portfolio Partners LLC | 3,619 | $248.4K | 0.07% | −940−20.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,624 | $248.8K | 0.05% | −56−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 3,628 | $249.1K | 0.01% | −6,224−63.2% | Reduced |
| Gladstone Institutional Advisory LLC | 3,656 | $251.0K | 0.02% | +3,656 | New |
| Interchange Capital Partners, LLC | 3,667 | $252.0K | 0.14% | +3,667 | New |
| Quantum Private Wealth, LLC | 3,720 | $255.4K | 0.14% | −93−2.4% | Reduced |
| Lyell Wealth Management, LP | 3,731 | $256.1K | 0.04% | −3,163−45.9% | Reduced |
| Jennison Associates LLC | 3,775 | $259.2K | 0.00% | +3,775 | New |
| MAI Capital Management | 3,859 | $264.9K | 0.00% | +3,859 | New |
| Moneta Group Investment Advisors LLC | 3,872 | $265.8K | 0.01% | +3,872 | New |
| Sicart Associates LLC | 3,930 | $269.8K | 0.10% | +3,930 | New |
| Forum Financial Management, LP | 3,938 | $270.3K | 0.01% | −79−2.0% | Reduced |
| Wealth Quarterback LLC | 4,011 | $275.4K | 0.23% | +827+26.0% | Added |
| Maven Securities LTD | 4,013 | $275.5K | 0.04% | −5,101−56.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,025 | $276.3K | 0.01% | +490+13.9% | Added |
| Meiji Yasuda Life Insurance Co | 4,033 | $277.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,063 | $278.9K | 0.03% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 4,084 | $280.4K | 0.20% | +4,084 | New |
| Magnus Financial Group LLC | 4,085 | $280.4K | 0.04% | +13+0.3% | Added |
| Advisor Partners II, LLC | 4,085 | $280.4K | 0.02% | +207+5.3% | Added |
| AIA Group Ltd | 4,111 | $282.2K | 0.02% | +1,305+46.5% | Added |
| Cyndeo Wealth Partners, LLC | 4,117 | $282.6K | 0.03% | +765+22.8% | Added |
| Monterey Private Wealth, Inc. | 4,118 | $282.7K | 0.15% | +78+1.9% | Added |
| Conway Capital Management, Inc. | 4,145 | $284.6K | 0.23% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,269 | $293.1K | 0.05% | +594+16.2% | Added |
| Ostrum Asset Management | 4,279 | $293.8K | 0.03% | +4,279 | New |
| Sowell Financial Services LLC | 4,302 | $295.0K | 0.02% | +4,302 | New |
| Hamilton Lane Advisors LLC | 4,317 | $296.4K | 0.10% | −12,951−75.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,358 | $299.2K | 0.01% | −150−3.3% | Reduced |
| Ground Swell Capital, LLC | 4,384 | $301.0K | 0.50% | +4,384 | New |
| RFG Advisory, LLC | 4,404 | $302.3K | 0.01% | +648+17.3% | Added |
| Archford Capital Strategies, LLC | 4,476 | $302.8K | 0.06% | +343+8.3% | Added |
| Lindbrook Capital, LLC | 4,424 | $303.7K | 0.04% | −331−7.0% | Reduced |
| Stonnington Group, LLC | 4,730 | $305.4K | 0.08% | +4,730 | New |
| ASB Consultores, LLC | 4,455 | $305.8K | 0.12% | +1,155+35.0% | Added |
| XTX Topco Ltd | 4,482 | $307.7K | 0.06% | +4,482 | New |
| Pitti Group Wealth Management, LLC | 4,500 | $308.9K | 0.34% | +3+0.1% | Added |
| Machina Capital S.A.S. | 4,500 | $308.9K | 0.27% | +4,500 | New |
| Savant Capital, LLC | 4,507 | $309.4K | 0.01% | +4,507 | New |
| Empower Advisory Group, LLC | 4,577 | $310.5K | 0.00% | +4,577 | New |
| Bradley Foster & Sargent Inc | 4,532 | $311.1K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,532 | $311.1K | 0.09% | 00.0% | Unchanged |
| Change Path, LLC | 4,655 | $320.0K | 0.02% | +1,210+35.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,680 | $321.3K | 0.03% | +131+2.9% | Added |
| Orland Properties Ltd | 4,685 | $321.6K | 0.17% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 4,700 | $322.7K | 0.43% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 4,754 | $326.4K | 0.04% | +4,754 | New |
| Buckingham Strategic Partners | 4,757 | $326.6K | 0.02% | +43+0.9% | Added |
| International Assets Investment Management, LLC | 4,783 | $328.4K | 0.05% | −2,680−35.9% | Reduced |
| Hilltop Holdings Inc. | 4,796 | $329.2K | 0.04% | −1,306−21.4% | Reduced |
| CNB Bank | 4,828 | $331.4K | 0.20% | +164+3.5% | Added |
| Nicholas Investment Partners, LP | 4,873 | $334.5K | 0.03% | −2,358−32.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,873 | $334.5K | 0.03% | −103−2.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,875 | $334.7K | 0.06% | −160−3.2% | Reduced |
| Edgestream Partners, L.P. | 4,882 | $335.1K | 0.04% | +4,882 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,900 | $336.4K | 0.01% | −14,000−74.1% | Reduced |
| Harbor Investment Advisory, LLC | 4,911 | $337.1K | 0.05% | −306−5.9% | Reduced |
| Element Pointe Advisors, LLC | 4,936 | $338.9K | 0.11% | −200−3.9% | Reduced |
| Addison Capital Co | 4,945 | $339.0K | 0.26% | −12,360−71.4% | Reduced |
| Lazard Asset Management LLC | 4,995 | $341.0K | 0.00% | −17,701−78.0% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $343.3K | 0.04% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 5,011 | $344.0K | 0.30% | +5,011 | New |
| Strategic Blueprint, LLC | 5,049 | $346.6K | 0.04% | +275+5.8% | Added |
| Y.D. More Investments Ltd | 5,056 | $347.1K | 0.08% | −3,113−38.1% | Reduced |
| InterOcean Capital Group, LLC | 5,111 | $350.9K | 0.01% | +442+9.5% | Added |
| IFP Advisors, Inc | 5,918 | $352.8K | 0.02% | −3,379−36.3% | Reduced |
| Aaron Wealth Advisors | 5,139 | $352.8K | 0.05% | −180−3.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,152 | $353.7K | 0.06% | +473+10.1% | Added |
| 1620 Investment Advisors, Inc. | 10,085 | $355.5K | 0.43% | +10,085 | New |