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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 16,888 | $1.16M | 0.14% | −5,063−23.1% | Reduced |
| Garrison Point Advisors, LLC | 17,593 | $1.21M | 0.91% | −50−0.3% | Reduced |
| Mercer Global Advisors Inc | 17,678 | $1.21M | 0.01% | +365+2.1% | Added |
| Oppenheimer & Co Inc | 17,805 | $1.22M | 0.03% | −7,216−28.8% | Reduced |
| Bank of New Hampshire | 17,863 | $1.23M | 0.37% | +17,863 | New |
| Harbour Investments, Inc. | 18,102 | $1.24M | 0.07% | −564−3.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,238 | $1.25M | 0.14% | +1,951+12.0% | Added |
| Commerce Bank | 18,274 | $1.25M | 0.01% | +1,903+11.6% | Added |
| CIBC Asset Management Inc | 18,354 | $1.26M | 0.01% | +213+1.2% | Added |
| Xponance, Inc. | 18,933 | $1.30M | 0.02% | +107+0.6% | Added |
| Bayesian Capital Management, LP | 19,061 | $1.31M | 0.16% | +19,061 | New |
| LGT Group Foundation | 19,246 | $1.32M | 0.04% | −13,086−40.5% | Reduced |
| Cetera Advisors LLC | 19,379 | $1.33M | 0.02% | +338+1.8% | Added |
| Sigma Planning Corp | 19,381 | $1.33M | 0.04% | −1,219−5.9% | Reduced |
| Ghe, LLC | 19,424 | $1.33M | 1.05% | +812+4.4% | Added |
| China Universal Asset Management Co., Ltd. | 19,600 | $1.35M | 0.46% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,665 | $1.35M | 0.01% | +92+0.5% | Added |
| CFM Wealth Partners LLC | 19,749 | $1.36M | 0.38% | +322+1.7% | Added |
| Sumitomo Life Insurance Co | 19,780 | $1.36M | 0.11% | +9,667+95.6% | Added |
| Longitude (Cayman) Ltd. | 20,000 | $1.37M | 2.72% | −4,000−16.7% | Reduced |
| Steel Peak Wealth Management LLC | 20,264 | $1.39M | 0.09% | −10,115−33.3% | Reduced |
| Legal Advantage Investments, Inc. | 20,510 | $1.41M | 1.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 20,604 | $1.42M | 0.00% | −1,595,255−98.7% | Reduced |
| Cerity Partners LLC | 20,637 | $1.42M | 0.01% | +466+2.3% | Added |
| Ossiam | 21,017 | $1.44M | 0.03% | +12,026+133.8% | Added |
| Old Mission Investment Co LLC | 21,093 | $1.45M | 0.57% | +3,030+16.8% | Added |
| Marex Group plc | 21,181 | $1.45M | 0.19% | −63,799−75.1% | Reduced |
| Institute for Wealth Management, LLC. | 21,248 | $1.46M | 0.28% | −888−4.0% | Reduced |
| Wedbush Securities Inc | 21,342 | $1.47M | 0.07% | −1,756−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 21,439 | $1.47M | 0.02% | −1,207−5.3% | Reduced |
| D.A. Davidson & Co. | 21,663 | $1.49M | 0.02% | +1,539+7.6% | Added |
| Intellectus Partners, LLC | 22,129 | $1.52M | 0.48% | −3,120−12.4% | Reduced |
| AtonRa Partners | 22,133 | $1.52M | 2.22% | −6,446−22.6% | Reduced |
| Harbor Capital Advisors, Inc. | 22,214 | $1.52M | 0.44% | −514−2.3% | Reduced |
| Evanson Asset Management, LLC | 22,536 | $1.55M | 0.16% | −26−0.1% | Reduced |
| Weinberger Asset Management, Inc | 22,632 | $1.55M | 0.90% | 00.0% | Unchanged |
| Pitcairn Co | 23,236 | $1.60M | 0.15% | +232+1.0% | Added |
| Sepio Capital, LP | 23,301 | $1.60M | 0.15% | +10,371+80.2% | Added |
| Compagnie Lombard Odier SCmA | 23,685 | $1.63M | 0.04% | −8,039−25.3% | Reduced |
| Fifth Third Bancorp | 24,436 | $1.68M | 0.01% | +2,773+12.8% | Added |
| Prime Capital Investment Advisors, LLC | 24,466 | $1.68M | 0.07% | −22,824−48.3% | Reduced |
| Maxi Investments CY Ltd | 24,756 | $1.70M | 1.37% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 24,851 | $1.71M | 0.33% | +4,785+23.8% | Added |
| Federation des caisses Desjardins du Quebec | 25,082 | $1.72M | 0.02% | −204−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,125 | $1.72M | 0.03% | −1,841−6.8% | Reduced |
| Los Angeles Capital Management LLC | 25,462 | $1.75M | 0.01% | −42,280−62.4% | Reduced |
| Independent Financial Group, LLC | 25,472 | $1.75M | 0.14% | +12,888+102.4% | Added |
| Avantax Advisory Services, Inc. | 25,576 | $1.76M | 0.02% | +3,741+17.1% | Added |
| Pearl River Capital, LLC | 25,618 | $1.76M | 0.28% | +19,511+319.5% | Added |
| Pathstone Family Office, LLC | 25,589 | $1.76M | 0.03% | −8,680−25.3% | Reduced |
| McGuire Investment Group, LLC | 25,719 | $1.77M | 0.35% | +13,153+104.7% | Added |
| Clare Market Investments LLC | 25,744 | $1.77M | 0.74% | −6,319−19.7% | Reduced |
| Westwood Management Corp | 25,770 | $1.77M | 0.23% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 25,922 | $1.78M | 0.58% | −61−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 27,223 | $1.87M | 0.05% | −1,478−5.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,000 | $1.99M | 1.29% | +29,000 | New |
| Prudential Financial Inc | 31,468 | $2.01M | 0.00% | +7,775+32.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 29,631 | $2.03M | 0.60% | −3,132−9.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,960 | $2.06M | 0.19% | +29,960 | New |
| Diker Management LLC | 30,000 | $2.06M | 2.15% | +20,000+200.0% | Added |
| Interval Partners, LP | 30,000 | $2.06M | 0.12% | +30,000 | New |
| Ion Asset Management Ltd. | 30,000 | $2.06M | 0.22% | +30,000 | New |
| Weiss Asset Management LP | 30,098 | $2.07M | 0.16% | +30,098 | New |
| Northwestern Mutual Wealth Management Co | 30,295 | $2.08M | 0.00% | −6,141−16.9% | Reduced |
| Captrust Financial Advisors | 30,606 | $2.10M | 0.01% | −1,360−4.3% | Reduced |
| Mackenzie Financial Corp | 30,612 | $2.10M | 0.00% | −2,821−8.4% | Reduced |
| Consolidated Press International Holdings Ltd | 30,793 | $2.11M | 1.01% | +30,793 | New |
| GFG Capital, LLC | 21,240 | $2.14M | 0.49% | +4,010+23.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 31,786 | $2.18M | 0.03% | +3,573+12.7% | Added |
| Slow Capital, Inc. | 31,835 | $2.19M | 0.41% | +2,645+9.1% | Added |
| Arkadios Wealth Advisors | 31,991 | $2.20M | 0.26% | +8,166+34.3% | Added |
| Cetera Investment Advisers | 31,996 | $2.20M | 0.02% | +1,294+4.2% | Added |
| Martin Capital Advisors, LLP | 32,083 | $2.20M | 2.28% | −1,560−4.6% | Reduced |
| KBC Group NV | 32,163 | $2.21M | 0.01% | −8,303−20.5% | Reduced |
| Public Sector Pension Investment Board | 32,841 | $2.25M | 0.02% | +4,265+14.9% | Added |
| Rheos Capital Works Inc. | 33,300 | $2.29M | 0.13% | 00.0% | Unchanged |
| Atria Investments LLC | 33,704 | $2.31M | 0.04% | +8,554+34.0% | Added |
| Vident Investment Advisory, LLC | 33,860 | $2.32M | 0.08% | −116−0.3% | Reduced |
| Nordea Investment Management AB | 33,879 | $2.36M | 0.00% | −30.0% | Reduced |
| Wealthfront Advisers LLC | 34,531 | $2.37M | 0.01% | −1,162−3.3% | Reduced |
| Zweig-DiMenna Associates LLC | 34,866 | $2.39M | 0.32% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 27,130 | $2.52M | 0.79% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 36,887 | $2.53M | 0.08% | +26,550+256.8% | Added |
| Jacob Asset Management of New York LLC | 37,190 | $2.55M | 2.98% | −3,334−8.2% | Reduced |
| Ethic Inc. | 37,409 | $2.57M | 0.10% | +13,850+58.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 37,840 | $2.60M | 0.07% | +24,080+175.0% | Added |
| True Capital Management | 37,956 | $2.61M | 1.78% | +124+0.3% | Added |
| Andra AP-fonden | 38,200 | $2.62M | 0.07% | +200+0.5% | Added |
| CI Private Wealth, LLC | 38,458 | $2.64M | 0.01% | +7,865+25.7% | Added |
| Financial Counselors Inc | 38,990 | $2.68M | 0.06% | +1,636+4.4% | Added |
| Bensler, LLC | 39,370 | $2.70M | 0.55% | +5,365+15.8% | Added |
| Yoder Wealth Management, Inc. | 39,543 | $2.71M | 2.26% | +39,543 | New |
| Tocqueville Asset Management L.P. | 39,952 | $2.74M | 0.05% | −125−0.3% | Reduced |
| Zenyatta Capital Management LP | 40,000 | $2.75M | 2.95% | −40,000−50.0% | Reduced |
| Allen Investment Management LLC | 40,332 | $2.77M | 0.05% | +25,488+171.7% | Added |
| Equitable Holdings, Inc. | 40,396 | $2.77M | 0.04% | +26,078+182.1% | Added |
| Abn Amro Investment Solutions | 40,918 | $2.81M | 0.06% | +40,918 | New |
| Bedrijfstakpensioenfonds Voor de Media Pno | 45,000 | $2.84M | 0.47% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 41,870 | $2.87M | 0.02% | +2,499+6.3% | Added |
| Maryland State Retirement & Pension System | 42,163 | $2.89M | 0.06% | 00.0% | Unchanged |