Block, Inc.

XYZ

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001512673

SEC filings (opens in a new tab)

In the last 90 days, Block, Inc. insiders filed 0 open-market purchases and 27 sales; 1,085 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, Q2 2023

Institutional positions in Block, Inc. as of Jun 30, 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: 970; −20 vs. Q1 2023
Shares held: 381.6M; −14.8M (−3.7%) vs. Q1 2023
Total value: $25.4B; −$1.82B (−6.7%) vs. Q1 2023
New holders: 103; 293 more added
Sold out: 123; 388 more reduced

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 970 institutions

Value heldQ2 2023: $25.4B

Institutions holding XYZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,085	$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, Q2 2023

Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q1 2023.

Institutions holding XYZ in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Management Professionals, Inc.	4	$0	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	7	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	4	$0	0.00%	00.0%	Unchanged
Front Row Advisors LLC	1	$0	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	67	$41	0.00%	+67	New
AllSquare Wealth Management LLC	1	$59	0.00%	00.0%	Unchanged
Gordian Capital Singapore Pte Ltd	1	$67	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	3	$167	0.00%	+3	New
New Millennium Group LLC	4	$266	0.00%	−35−89.7%	Reduced
Gs Investments, Inc.	4	$266	0.00%	00.0%	Unchanged
Buck Wealth Strategies, LLC	4	$266	0.00%	+4	New
Robbins Farley LLC	5	$333	0.00%	00.0%	Unchanged
PayPay Securities Corp	6	$399	0.02%	−5−45.5%	Reduced
Thompson Investment Management, Inc.	8	$533	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	8	$549	0.00%	00.0%	Unchanged
Central Bank & Trust Co	9	$599	0.00%	−8,536−99.9%	Reduced
Moisand Fitzgerald Tamayo, LLC	9	$600	0.00%	00.0%	Unchanged
Berkshire Capital Holdings Inc	10	$666	0.00%	00.0%	Unchanged
Investors Research Corp	10	$666	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	12	$799	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	14	$848	0.00%	00.0%	Unchanged
Private Ocean, LLC	13	$865	0.00%	00.0%	Unchanged
Citizens National Bank Trust Department	15	$999	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	15	$999	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	21	$1.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	19	$1.00K	0.00%	+19	New
SRS Capital Advisors, Inc.	16	$1.07K	0.00%	−52−76.5%	Reduced
Aspire Private Capital, LLC	17	$1.13K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	18	$1.20K	0.00%	−107−85.6%	Reduced
Duncker Streett & Co Inc	20	$1.33K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	22	$1.47K	0.00%	−35−61.4%	Reduced
Horan Securities, Inc.	23	$1.53K	0.00%	00.0%	Unchanged
Retirement Group, LLC	24	$1.60K	0.00%	−4−14.3%	Reduced
Northwest Capital Management Inc	24	$1.60K	0.00%	+24	New
Versant Capital Management, Inc	25	$1.66K	0.00%	−7−21.9%	Reduced
CGC Financial Services, LLC	25	$1.66K	0.00%	+25	New
Carmichael Hill & Associates, Inc.	26	$1.73K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	27	$1.80K	0.00%	+6+28.6%	Added
Lee Financial Co	28	$1.86K	0.00%	00.0%	Unchanged
Red Tortoise LLC	29	$1.93K	0.00%	+5+20.8%	Added
Glass Jacobson Investment Advisors llc	30	$2.00K	0.00%	+30	New
Hall Laurie J Trustee	27	$2.00K	0.00%	00.0%	Unchanged
Avion Wealth	41	$2.00K	0.00%	+13+46.4%	Added
Tacita Capital Inc	28	$2.00K	0.00%	+28	New
Raffa Wealth Management, LLC	32	$2.13K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	36	$2.17K	0.00%	00.0%	Unchanged
Belmont Capital, LLC	34	$2.26K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	34	$2.26K	0.00%	00.0%	Unchanged
Tompkins Financial Corp	35	$2.33K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	36	$2.40K	0.00%	00.0%	Unchanged
Montag A & Associates Inc	37	$2.46K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	40	$2.66K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	41	$2.73K	0.00%	00.0%	Unchanged
Hartford Financial Management Inc.	43	$2.86K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	50	$3.00K	0.00%	−50−50.0%	Reduced
Global Wealth Strategies & Associates	46	$3.06K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	47	$3.13K	0.00%	−55−53.9%	Reduced
JNBA Financial Advisors	47	$3.13K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	49	$3.26K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	50	$3.33K	0.00%	00.0%	Unchanged
Antonetti Capital Management LLC	50	$3.33K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	50	$3.33K	0.00%	00.0%	Unchanged
PFS Partners, LLC	50	$3.33K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	50	$3.33K	0.00%	+1+2.0%	Added
First Capital Advisors Group, LLC.	50	$3.33K	0.00%	+50	New
Pflug Koory, LLC	57	$3.79K	0.00%	00.0%	Unchanged
TSFG, LLC	60	$4.00K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	65	$4.33K	0.00%	00.0%	Unchanged
Caldwell Trust Co	69	$4.59K	0.00%	00.0%	Unchanged
Clean Yield Group	70	$4.66K	0.00%	00.0%	Unchanged
Islay Capital Management, LLC	70	$4.66K	0.00%	00.0%	Unchanged
Farmers & Merchants Investments Inc	70	$4.66K	0.00%	+70	New
Disciplined Investments, LLC	72	$4.79K	0.00%	+3+4.3%	Added
Riggs Asset Managment Co. Inc.	75	$4.99K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	75	$4.99K	0.00%	+75	New
Piershale Financial Group, Inc.	79	$5.26K	0.00%	00.0%	Unchanged
Lumature Wealth Partners, LLC	80	$5.33K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	80	$5.33K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	84	$5.59K	0.00%	−210−71.4%	Reduced
Beaird Harris Wealth Management, LLC	84	$5.61K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	85	$5.66K	0.00%	00.0%	Unchanged
Gleason Group, Inc.	86	$5.72K	0.00%	−107−55.4%	Reduced
Carolinas Wealth Consulting LLC	87	$5.79K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	90	$5.99K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	102	$6.00K	0.00%	00.0%	Unchanged
Turim 21 Investimentos Ltda.	95	$6.32K	0.00%	00.0%	Unchanged
Stonehage Fleming Financial Services Holdings Ltd	95	$6.32K	0.00%	+95	New
Archer Investment Corp	97	$6.46K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	97	$6.46K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	98	$6.52K	0.00%	−22−18.3%	Reduced
Investment Research & Advisory Group, Inc.	98	$6.52K	0.00%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	100	$6.66K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	100	$6.66K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	100	$6.66K	0.00%	00.0%	Unchanged
Colonial Trust Co	100	$6.66K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	100	$6.66K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	100	$6.66K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	100	$6.66K	0.01%	+100	New
Carmel Capital Partners, LLC	101	$6.72K	0.00%	00.0%	Unchanged
Hoertkorn Richard Charles	102	$6.79K	0.00%	00.0%	Unchanged