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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 5,181 | $355.7K | 0.01% | +797+18.2% | Added |
| Carson Advisory Inc. | 5,190 | $356.3K | 0.32% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,208 | $357.0K | 0.05% | −924−15.1% | Reduced |
| Greenleaf Trust | 5,206 | $357.4K | 0.00% | +412+8.6% | Added |
| Freestone Capital Holdings, LLC | 5,223 | $358.6K | 0.02% | +301+6.1% | Added |
| We Are One Seven, LLC | 5,280 | $362.5K | 0.02% | −480−8.3% | Reduced |
| Ionic Capital Management LLC | 5,287 | $363.0K | 0.14% | +5,287 | New |
| Sargent Investment Group, LLC | 5,377 | $364.7K | 0.10% | −38,285−87.7% | Reduced |
| Column Capital Advisors, LLC | 5,357 | $367.8K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 5,370 | $368.7K | 0.10% | +1,829+51.7% | Added |
| Tilia Fiduciary Partners, Inc. | 5,389 | $370.0K | 0.35% | −1,954−26.6% | Reduced |
| Veritable, L.P. | 5,403 | $370.9K | 0.01% | +744+16.0% | Added |
| Azzad Asset Management Inc | 5,431 | $372.9K | 0.05% | +307+6.0% | Added |
| Geneos Wealth Management Inc. | 5,470 | $375.5K | 0.02% | +773+16.5% | Added |
| Red Door Wealth Management, LLC | 5,484 | $376.5K | 0.12% | +80+1.5% | Added |
| Atlas Capital Advisors LLC | 5,487 | $376.7K | 0.06% | 00.0% | Unchanged |
| WP Advisors, LLC | 5,494 | $377.2K | 0.16% | −100−1.8% | Reduced |
| Cravens & Co Advisors, LLC | 5,500 | $377.6K | 0.35% | +90+1.7% | Added |
| Chicago Partners Investment Group LLC | 5,877 | $379.1K | 0.02% | +5,877 | New |
| AQR Capital Management LLC | 5,616 | $385.5K | 0.00% | −19,436−77.6% | Reduced |
| Engineers Gate Manager LP | 5,616 | $385.5K | 0.02% | +5,616 | New |
| Fukoku Mutual Life Insurance Co | 5,622 | $385.9K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 5,650 | $387.9K | 0.11% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,694 | $391.0K | 0.03% | +516+10.0% | Added |
| Cutter & CO Brokerage, Inc. | 5,731 | $393.4K | 0.12% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,739 | $394.0K | 0.15% | +255+4.6% | Added |
| RB Capital Management, LLC | 5,756 | $395.1K | 0.13% | −641−10.0% | Reduced |
| Cigna Investments Inc | 5,768 | $396.0K | 0.08% | −84−1.4% | Reduced |
| Verus Capital Partners, LLC | 5,812 | $399.0K | 0.06% | +539+10.2% | Added |
| BTC Capital Management, Inc. | 5,909 | $405.7K | 0.05% | +801+15.7% | Added |
| Capital Investment Advisory Services, LLC | 5,951 | $408.5K | 0.05% | −413−6.5% | Reduced |
| Avestar Capital, LLC | 5,978 | $410.4K | 0.08% | −82−1.4% | Reduced |
| Good Life Advisors, LLC | 5,985 | $410.9K | 0.05% | +5,985 | New |
| Valeo Financial Advisors, LLC | 5,999 | $411.8K | 0.02% | +576+10.6% | Added |
| Western Wealth Management, LLC | 6,002 | $412.0K | 0.04% | −22−0.4% | Reduced |
| Whittier Trust Co | 6,008 | $412.4K | 0.01% | −34,457−85.2% | Reduced |
| Yousif Capital Management, LLC | 6,017 | $413.1K | 0.01% | +165+2.8% | Added |
| WealthPlan Investment Management, LLC | 6,037 | $414.4K | 0.07% | −1,143−15.9% | Reduced |
| Synergy Financial Group, LTD | 6,078 | $417.3K | 0.68% | −1,256−17.1% | Reduced |
| United Capital Financial Advisers, LLC | 6,089 | $418.0K | 0.00% | −3,956−39.4% | Reduced |
| Verition Fund Management LLC | 6,289 | $431.7K | 0.01% | −4,760−43.1% | Reduced |
| Parallel Advisors, LLC | 6,324 | $434.1K | 0.01% | −350−5.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,349 | $435.9K | 0.03% | +477+8.1% | Added |
| CAPROCK Group, Inc. | 6,357 | $436.4K | 0.03% | +2,600+69.2% | Added |
| Nilsine Partners, LLC | 6,431 | $441.5K | 0.07% | +6,431 | New |
| Van Hulzen Asset Management, LLC | 6,490 | $446.0K | 0.04% | +2,840+77.8% | Added |
| Fund Management at Engine No. 1 LLC | 6,516 | $447.3K | 0.09% | +598+10.1% | Added |
| Sunbelt Securities, Inc. | 6,622 | $453.5K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 6,645 | $456.2K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 6,673 | $458.1K | 0.00% | +677+11.3% | Added |
| Avidian Wealth Solutions, LLC | 6,675 | $458.2K | 0.03% | +6,675 | New |
| Mutual Advisors, LLC | 6,706 | $460.4K | 0.02% | −305−4.4% | Reduced |
| Aj Wealth Strategies, LLC | 6,767 | $464.6K | 0.02% | −2,000−22.8% | Reduced |
| Tran Capital Management, L.P. | 6,768 | $464.6K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,822 | $468.0K | 0.07% | −2,342−25.6% | Reduced |
| Octavia Wealth Advisors, LLC | 6,921 | $475.1K | 0.11% | +221+3.3% | Added |
| Sequoia Financial Advisors, LLC | 6,975 | $478.8K | 0.01% | +707+11.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,107 | $488.0K | 0.03% | +160+2.3% | Added |
| Paloma Partners Management Co | 7,152 | $491.0K | 0.11% | −48,930−87.2% | Reduced |
| GWM Advisors LLC | 7,163 | $491.7K | 0.01% | +831+13.1% | Added |
| RF&L Wealth Management, LLC | 7,275 | $499.4K | 0.48% | 00.0% | Unchanged |
| Ellevest, Inc. | 7,285 | $500.1K | 0.04% | +938+14.8% | Added |
| Bryn Mawr Trust Co | 7,355 | $505.0K | 0.02% | +12+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 7,367 | $505.7K | 0.13% | +395+5.7% | Added |
| Independent Advisor Alliance | 7,478 | $513.4K | 0.02% | +7,478 | New |
| IHT Wealth Management, LLC | 7,483 | $513.7K | 0.03% | +515+7.4% | Added |
| Financial Advocates Investment Management | 7,629 | $523.7K | 0.04% | −590−7.2% | Reduced |
| Sherbrooke Park Advisers LLC | 7,800 | $535.5K | 0.81% | −2,300−22.8% | Reduced |
| Apollon Wealth Management, LLC | 7,894 | $541.9K | 0.03% | +1,018+14.8% | Added |
| Key Client Fiduciary Advisors, LLC | 7,903 | $542.5K | 0.34% | −80−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 7,924 | $544.0K | 0.01% | +3,396+75.0% | Added |
| Jasper Ridge Partners, L.P. | 7,927 | $544.2K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 7,928 | $544.3K | 0.19% | −619−7.2% | Reduced |
| Covenant Asset Management, LLC | 8,038 | $551.8K | 0.18% | +2,614+48.2% | Added |
| Advisor OS, LLC | 8,070 | $554.0K | 0.13% | +849+11.8% | Added |
| Lido Advisors, LLC | 8,100 | $556.0K | 0.01% | +8,100 | New |
| Hoylecohen, LLC | 8,137 | $558.6K | 0.05% | −300−3.6% | Reduced |
| Siemens Fonds Invest GmbH | 8,143 | $559.0K | 0.06% | −141−1.7% | Reduced |
| Kovack Advisors, Inc. | 8,225 | $564.6K | 0.08% | +746+10.0% | Added |
| Meeder Advisory Services, Inc. | 8,241 | $565.7K | 0.07% | +3,943+91.7% | Added |
| Perigon Wealth Management, LLC | 8,243 | $565.9K | 0.03% | −8,582−51.0% | Reduced |
| Kingsview Wealth Management, LLC | 8,254 | $566.6K | 0.02% | +1,481+21.9% | Added |
| Empowered Funds, LLC | 8,265 | $567.4K | 0.03% | +813+10.9% | Added |
| EP Wealth Advisors, LLC | 17,601 | $585.1K | 0.01% | +13,557+335.2% | Added |
| Central Bank & Trust Co | 8,545 | $586.6K | 0.10% | −43−0.5% | Reduced |
| Spark Investment Management LLC | 8,700 | $597.3K | 1.54% | −36,600−80.8% | Reduced |
| Gsa Capital Partners LLP | 8,714 | $598.0K | 0.06% | +8,714 | New |
| Insigneo Advisory Services, LLC | 8,712 | $598.0K | 0.19% | +674+8.4% | Added |
| Centiva Capital, LP | 8,760 | $601.4K | 0.03% | −12,676−59.1% | Reduced |
| Lincoln National Corp | 8,765 | $601.7K | 0.01% | +98+1.1% | Added |
| Axxcess Wealth Management, LLC | 8,799 | $604.1K | 0.05% | +1,203+15.8% | Added |
| Focus Financial Network, Inc. | 8,824 | $605.8K | 0.04% | −1,252−12.4% | Reduced |
| Knowledge Leaders Capital, LLC | 8,837 | $606.7K | 0.80% | −266−2.9% | Reduced |
| Shell Asset Management Co | 8,889 | $610.0K | 0.03% | −277−3.0% | Reduced |
| Prospera Financial Services Inc | 8,891 | $610.3K | 0.03% | +537+6.4% | Added |
| Regal Investment Advisors LLC | 8,908 | $611.5K | 0.05% | −1,232−12.1% | Reduced |
| Mizuho Securities Co. Ltd. | 8,940 | $613.7K | 1.91% | −26,090−74.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,949 | $614.0K | 0.04% | −1,803−16.8% | Reduced |
| Bienville Capital Management, LLC | 8,950 | $614.4K | 0.24% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 8,953 | $614.6K | 0.02% | +290+3.3% | Added |