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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 102 | $6.79K | 0.00% | +102 | New |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $7.00K | 0.00% | −125−53.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 106 | $7.06K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 110 | $7.32K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 111 | $7.39K | 0.00% | +111 | New |
| LFA - Lugano Financial Advisors SA | 115 | $7.66K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 116 | $7.72K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 116 | $7.72K | 0.00% | −47−28.8% | Reduced |
| VitalStone Financial, LLC | 135 | $8.00K | 0.00% | −132−49.4% | Reduced |
| Zions Bancorporation, N.A. | 125 | $8.32K | 0.00% | −113−47.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 125 | $8.32K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 126 | $8.39K | 0.00% | −200−61.3% | Reduced |
| North Star Investment Management Corp. | 128 | $8.52K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 133 | $8.85K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 134 | $8.92K | 0.00% | −20−13.0% | Reduced |
| Gradient Investments LLC | 134 | $8.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $8.99K | 0.00% | −10−6.9% | Reduced |
| Ronald Blue Trust, Inc. | 132 | $9.00K | 0.00% | −124−48.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 136 | $9.05K | 0.01% | +136 | New |
| Tucker Asset Management LLC | 142 | $9.45K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $9.99K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $9.99K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 240 | $10.0K | 0.01% | +4+1.7% | Added |
| Core Alternative Capital | 158 | $10.5K | 0.00% | +1+0.6% | Added |
| Prestige Wealth Management Group LLC | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 193 | $12.0K | 0.01% | −40−17.2% | Reduced |
| Grove Bank & Trust | 183 | $12.2K | 0.00% | −9−4.7% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $12.3K | 0.00% | −247−55.3% | Reduced |
| Albion Financial Group | 185 | $12.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 185 | $12.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $12.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 187 | $12.4K | 0.00% | +10+5.6% | Added |
| Proequities, Inc. | 189 | $12.6K | 0.00% | −35−15.6% | Reduced |
| Concord Wealth Partners | 189 | $12.6K | 0.00% | +44+30.3% | Added |
| Thompson Siegel & Walmsley LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 198 | $13.2K | 0.00% | −110−35.7% | Reduced |
| Wolverine Asset Management LLC | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $13.3K | 0.00% | −1,425−87.7% | Reduced |
| IAG Wealth Partners, LLC | 200 | $13.3K | 0.00% | −200−50.0% | Reduced |
| Country Trust Bank | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 220 | $14.0K | 0.00% | −11−4.8% | Reduced |
| Covestor Ltd | 204 | $14.0K | 0.01% | −1−0.5% | Reduced |
| South State Corp. | 211 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $14.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 221 | $14.7K | 0.00% | −21−8.7% | Reduced |
| Capital Analysts, LLC | 226 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 231 | $15.4K | 0.00% | −406−63.7% | Reduced |
| Bell Investment Advisors, Inc | 233 | $15.5K | 0.00% | −106−31.3% | Reduced |
| NewSquare Capital LLC | 242 | $16.1K | 0.00% | −103−29.9% | Reduced |
| Beacon Capital Management, LLC | 244 | $16.2K | 0.00% | +10+4.3% | Added |
| Sutton Wealth Advisors Inc. | 246 | $16.4K | 0.01% | +146+146.0% | Added |
| Stephens Consulting, LLC | 250 | $16.6K | 0.01% | −400−61.5% | Reduced |
| Spotlight Asset Group, Inc. | 250 | $16.6K | 0.01% | +250 | New |
| ORG Partners LLC | 261 | $16.9K | 0.00% | +261 | New |
| FinTrust Capital Advisors, LLC | 276 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 268 | $17.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 283 | $18.8K | 0.01% | +283 | New |
| Lowe Wealth Advisors, LLC | 285 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 293 | $19.5K | 0.00% | +285+3,562.5% | Added |
| Baldwin Brothers Inc | 295 | $19.6K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $19.9K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 300 | $20.0K | 0.01% | +100+50.0% | Added |
| Atticus Wealth Management, LLC | 311 | $20.7K | 0.01% | −75−19.4% | Reduced |
| McIlrath & Eck, LLC | 319 | $21.2K | 0.00% | −59−15.6% | Reduced |
| Atlantic Trust, LLC | 325 | $21.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 335 | $22.3K | 0.01% | +2+0.6% | Added |
| Allianz Asset Management GmbH | 342,513 | $22.8K | 0.00% | −2,540−0.7% | Reduced |
| Safeguard Financial, LLC | 354 | $23.0K | 0.01% | +354 | New |
| Steward Financial Group LLC | 371 | $24.0K | 0.01% | +371 | New |
| First Manhattan Co | 365 | $24.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 381 | $25.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $26.6K | 0.00% | −283−41.4% | Reduced |
| Gables Capital Management Inc. | 400 | $26.6K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 405 | $27.0K | 0.02% | +387+2,150.0% | Added |
| Acadian Asset Management LLC | 413 | $27.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 413 | $27.0K | 0.00% | +58+16.3% | Added |
| Evermay Wealth Management LLC | 411 | $27.4K | 0.01% | +60+17.1% | Added |
| Washington Trust Advisors, Inc. | 444 | $29.6K | 0.00% | +40+9.9% | Added |
| WealthPlan Investment Management, LLC | 459 | $30.6K | 0.01% | −5,578−92.4% | Reduced |
| Armstrong Advisory Group, Inc | 470 | $31.3K | 0.00% | −66−12.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 478 | $31.8K | 0.01% | +7+1.5% | Added |
| Tobam | 483 | $32.0K | 0.00% | +434+885.7% | Added |
| Focused Wealth Management, Inc | 497 | $33.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 501 | $33.4K | 0.00% | −1,140−69.5% | Reduced |
| Addison Advisors LLC | 505 | $33.6K | 0.02% | 00.0% | Unchanged |
| Options Solutions, LLC | 511 | $34.0K | 0.03% | +511 | New |
| Hollencrest Capital Management | 512 | $34.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 515 | $34.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 526 | $35.0K | 0.00% | −231−30.5% | Reduced |
| McClarren Financial Advisors, Inc. | 585 | $38.0K | 0.03% | +550+1,571.4% | Added |
| Hoey Investments, Inc | 585 | $38.9K | 0.01% | +105+21.9% | Added |
| Valley National Advisers Inc | 573 | $39.0K | 0.01% | −168−22.7% | Reduced |
| HHM Wealth Advisors, LLC | 590 | $39.3K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 591 | $39.3K | 0.02% | −100−14.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $39.9K | 0.00% | 00.0% | Unchanged |