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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 8,985 | $616.8K | 0.43% | +4,705+109.9% | Added |
| Banque Pictet & Cie SA | 9,011 | $618.6K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 9,025 | $619.6K | 0.15% | +865+10.6% | Added |
| Balentine LLC | 9,091 | $624.1K | 0.02% | +641+7.6% | Added |
| Westwood Wealth Management | 9,140 | $627.5K | 0.58% | −1,870−17.0% | Reduced |
| Veriti Management LLC | 9,194 | $631.2K | 0.07% | +652+7.6% | Added |
| Kinneret Advisory, LLC | 9,202 | $631.7K | 0.08% | −494−5.1% | Reduced |
| CWM, LLC | 9,245 | $635.0K | 0.00% | +20.0% | Added |
| Panagora Asset Management Inc | 9,275 | $636.7K | 0.00% | −555−5.6% | Reduced |
| Profit Investment Management, LLC | 9,335 | $640.8K | 0.42% | +2,503+36.6% | Added |
| Scotia Capital Inc. | 9,389 | $644.6K | 0.00% | −766−7.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 9,400 | $645.3K | 0.14% | −6,970−42.6% | Reduced |
| Viawealth, LLC | 9,408 | $645.9K | 0.51% | −750−7.4% | Reduced |
| Davenport & Co LLC | 9,447 | $648.5K | 0.01% | +180+1.9% | Added |
| Miracle Mile Advisors, LLC | 9,524 | $653.8K | 0.02% | +107+1.1% | Added |
| Banque Cantonale Vaudoise | 9,524 | $654.0K | 0.03% | −205−2.1% | Reduced |
| Wetherby Asset Management Inc | 9,566 | $656.7K | 0.04% | +2,113+28.4% | Added |
| AXA S.A. | 9,592 | $658.5K | 0.00% | −63,222−86.8% | Reduced |
| Fox Run Management, L.L.C. | 9,606 | $659.5K | 0.21% | +9,606 | New |
| StoneX Group Inc. | 9,608 | $659.6K | 0.07% | −1,470−13.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 9,621 | $660.0K | 0.83% | +330+3.6% | Added |
| Trellus Management Company, LLC | 10,000 | $686.5K | 1.10% | +5,000+100.0% | Added |
| KRS Capital Management, LLC | 10,014 | $687.5K | 0.77% | −1,545−13.4% | Reduced |
| Boston Private Wealth LLC | 10,033 | $688.8K | 0.01% | +1,378+15.9% | Added |
| SOA Wealth Advisors, LLC. | 10,065 | $691.0K | 0.17% | −571−5.4% | Reduced |
| Friedenthal Financial | 10,080 | $692.0K | 0.49% | +10,080 | New |
| TD Private Client Wealth LLC | 10,110 | $694.1K | 0.03% | +1,400+16.1% | Added |
| Bleakley Financial Group, LLC | 10,156 | $697.2K | 0.02% | +541+5.6% | Added |
| Citizens Financial Group Inc | 10,185 | $699.2K | 0.03% | −2,185−17.7% | Reduced |
| Rathbone Brothers plc | 10,414 | $714.9K | 0.01% | −1,710−14.1% | Reduced |
| Beacon Pointe Advisors, LLC | 10,415 | $715.0K | 0.01% | +34+0.3% | Added |
| SeaCrest Wealth Management, LLC | 10,534 | $723.2K | 0.10% | −61−0.6% | Reduced |
| New York Life Investment Management LLC | 10,606 | $728.1K | 0.01% | −33−0.3% | Reduced |
| Laffer Tengler Investments | 10,670 | $732.5K | 0.20% | +457+4.5% | Added |
| Wealthcare Advisory Partners LLC | 10,890 | $747.6K | 0.03% | +669+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 10,893 | $747.8K | 0.01% | +1,588+17.1% | Added |
| Moors & Cabot, Inc. | 11,004 | $755.4K | 0.05% | −1,475−11.8% | Reduced |
| Brown Brothers Harriman & Co | 11,056 | $759.0K | 0.01% | −8,351−43.0% | Reduced |
| MetLife Investment Management | 11,108 | $762.6K | 0.01% | +23+0.2% | Added |
| Greenland Capital Management LP | 11,112 | $762.8K | 0.09% | −12,884−53.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 11,145 | $765.1K | 0.83% | +4,921+79.1% | Added |
| Tybourne Capital Management (HK) Ltd | 11,190 | $768.2K | 0.08% | −406,010−97.3% | Reduced |
| Dakota Wealth Management | 11,278 | $774.2K | 0.05% | −832−6.9% | Reduced |
| Altrafin AG | 11,290 | $775.1K | 0.38% | −5,215−31.6% | Reduced |
| Signaturefd, LLC | 11,302 | $775.9K | 0.02% | +931+9.0% | Added |
| Principal Financial Group Inc | 11,512 | $790.3K | 0.00% | −1,866−13.9% | Reduced |
| Orion Portfolio Solutions, LLC | 11,617 | $797.5K | 0.01% | +6,322+119.4% | Added |
| Brinker Capital Investments, LLC | 11,617 | $797.5K | 0.01% | +7,045+154.1% | Added |
| Green Alpha Advisors, LLC | 11,644 | $799.4K | 0.56% | −1,131−8.9% | Reduced |
| Metis Global Partners, LLC | 11,695 | $802.9K | 0.05% | +7,849+204.1% | Added |
| Stratos Wealth Partners, LTD. | 11,872 | $815.0K | 0.02% | −2,783−19.0% | Reduced |
| SWS Partners | 11,883 | $815.8K | 0.30% | +905+8.2% | Added |
| Raymond James Trust N.A. | 12,140 | $833.0K | 0.03% | +2,769+29.5% | Added |
| Arete Wealth Advisors, LLC | 12,330 | $846.0K | 0.07% | −998−7.5% | Reduced |
| Gould Capital, LLC | 12,366 | $848.9K | 0.65% | +5,972+93.4% | Added |
| Tokio Marine Asset Management Co Ltd | 12,380 | $849.9K | 0.06% | +1,747+16.4% | Added |
| Hussman Strategic Advisors, Inc. | 12,400 | $851.3K | 0.13% | −3,100−20.0% | Reduced |
| Integrated Advisors Network LLC | 12,422 | $852.8K | 0.05% | +295+2.4% | Added |
| Brighton Jones LLC | 12,470 | $856.1K | 0.05% | +8,951+254.4% | Added |
| Vestcor Inc | 12,497 | $858.0K | 0.03% | −65−0.5% | Reduced |
| Vetamer Capital Management, L.P. | 12,500 | $858.1K | 1.18% | −9,111−42.2% | Reduced |
| HB Wealth Management, LLC | 12,678 | $870.3K | 0.02% | −33−0.3% | Reduced |
| Motley Fool Asset Management LLC | 12,742 | $874.7K | 0.10% | −243−1.9% | Reduced |
| Strategic Advisors LLC | 12,955 | $889.4K | 0.18% | −40.0% | Reduced |
| Evolutionary Tree Capital Management, LLC | 13,045 | $895.5K | 1.24% | −1,360−9.4% | Reduced |
| Advisory Services Network, LLC | 13,119 | $900.6K | 0.02% | −1,510−10.3% | Reduced |
| Harvest Portfolios Group Inc. | 13,153 | $903.0K | 0.04% | −763−5.5% | Reduced |
| Baker Avenue Asset Management, LP | 13,222 | $907.7K | 0.05% | −8,045−37.8% | Reduced |
| Red Spruce Capital, LLC | 13,239 | $908.9K | 0.53% | −347−2.6% | Reduced |
| PFG Investments, LLC | 13,382 | $918.7K | 0.19% | +13,382 | New |
| TownSquare Capital, LLC | 13,546 | $929.9K | 0.02% | +862+6.8% | Added |
| Newbridge Financial Services Group, Inc. | 13,589 | $932.9K | 0.50% | −2,916−17.7% | Reduced |
| Essex Investment Management Co LLC | 13,698 | $940.4K | 0.14% | +13,698 | New |
| Fairfield, Bush & Co. | 13,737 | $943.0K | 0.33% | +7,315+113.9% | Added |
| Sawtooth Solutions, LLC | 14,120 | $969.3K | 0.03% | +8,948+173.0% | Added |
| Titleist Asset Management, LLC | 14,549 | $998.8K | 0.21% | +14,549 | New |
| Ashton Thomas Private Wealth, LLC | 14,565 | $999.9K | 0.09% | −1,926−11.7% | Reduced |
| Avitas Wealth Management LLC | 14,640 | $1.01M | 0.20% | −119−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 14,693 | $1.01M | 0.02% | +6,777+85.6% | Added |
| Ignite Planners, LLC | 15,214 | $1.01M | 0.41% | −524−3.3% | Reduced |
| FDx Advisors, Inc. | 16,106 | $1.01M | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14,840 | $1.02M | 0.23% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 14,845 | $1.02M | 0.03% | +3,245+28.0% | Added |
| Bridgecreek Investment Management, LLC | 15,000 | $1.03M | 0.21% | −1,500−9.1% | Reduced |
| Coastal Investment Advisors, Inc. | 15,036 | $1.03M | 0.25% | −1,387−8.4% | Reduced |
| Snowden Capital Advisors LLC | 15,090 | $1.04M | 0.04% | +329+2.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 15,117 | $1.04M | 0.01% | −15−0.1% | Reduced |
| Impax Asset Management Group plc | 15,298 | $1.05M | 0.00% | +1,691+12.4% | Added |
| AXS Investments LLC | 15,541 | $1.07M | 0.35% | +15,541 | New |
| SC US (TTGP), Ltd. | 15,727 | $1.08M | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 13,944 | $1.08M | 0.01% | −3,823−21.5% | Reduced |
| Alps Advisors Inc | 15,874 | $1.09M | 0.01% | −2,103−11.7% | Reduced |
| Alamar Capital Management, LLC | 15,946 | $1.09M | 0.91% | +54+0.3% | Added |
| National Asset Management, Inc. | 16,134 | $1.11M | 0.03% | −1,545−8.7% | Reduced |
| Flagship Harbor Advisors, LLC | 16,383 | $1.12M | 0.11% | +815+5.2% | Added |
| Kestra Private Wealth Services, LLC | 16,386 | $1.12M | 0.04% | −129−0.8% | Reduced |
| Salem Investment Counselors Inc | 16,387 | $1.12M | 0.05% | +30+0.2% | Added |
| Bouvel Investment Partners, LLC | 16,417 | $1.13M | 0.66% | +597+3.8% | Added |
| Park Avenue Securities LLC | 16,602 | $1.14M | 0.02% | +1,518+10.1% | Added |
| Penserra Capital Management LLC | 16,658 | $1.14M | 0.02% | −4,797−22.4% | Reduced |