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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 600 | $39.9K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $40.0K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 600 | $40.0K | 0.02% | +600 | New |
| Institutional & Family Asset Management, LLC | 619 | $41.2K | 0.01% | +153+32.8% | Added |
| Vestor Capital, LLC | 661 | $44.0K | 0.00% | +661 | New |
| Twin Lakes Capital Management, LLC | 679 | $45.2K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 685 | $45.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 686 | $45.7K | 0.01% | −146−17.5% | Reduced |
| CVA Family Office, LLC | 728 | $48.5K | 0.01% | −140−16.1% | Reduced |
| CNB Bank | 746 | $49.7K | 0.03% | −4,082−84.5% | Reduced |
| Sandy Spring Bank | 835 | $55.6K | 0.00% | −58−6.5% | Reduced |
| Tradition Wealth Management, LLC | 849 | $57.0K | 0.01% | −6−0.7% | Reduced |
| Creative Financial Designs Inc | 860 | $57.3K | 0.01% | +118+15.9% | Added |
| Crewe Advisors LLC | 895 | $59.6K | 0.01% | −35−3.8% | Reduced |
| Ancora Advisors, LLC | 900 | $59.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 900 | $60.0K | 0.01% | −51−5.4% | Reduced |
| MRP Capital Investments, LLC | 905 | $60.2K | 0.06% | +100+12.4% | Added |
| Northwest Investment Counselors, LLC | 910 | $60.6K | 0.02% | −470−34.1% | Reduced |
| City State Bank | 925 | $62.0K | 0.03% | +670+262.7% | Added |
| Missouri Trust & Investment Co | 937 | $62.4K | 0.04% | +718+327.9% | Added |
| TFC Financial Management | 940 | $62.6K | 0.02% | −437−31.7% | Reduced |
| Huntington National Bank | 990 | $65.9K | 0.00% | −135−12.0% | Reduced |
| Private Trust Co NA | 997 | $66.4K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,000 | $66.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,004 | $66.8K | 0.02% | +1,004 | New |
| Sit Investment Associates Inc | 1,000 | $67.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,012 | $67.4K | 0.01% | −14−1.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $67.4K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,016 | $67.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,052 | $70.0K | 0.02% | +70+7.1% | Added |
| Central Trust Co | 1,084 | $72.2K | 0.00% | −538−33.2% | Reduced |
| Hantz Financial Services, Inc. | 1,104 | $73.0K | 0.00% | −75−6.4% | Reduced |
| Park Place Capital Corp | 1,106 | $73.6K | 0.02% | −14−1.3% | Reduced |
| WealthPLAN Partners, LLC | 1,148 | $76.4K | 0.01% | −155−11.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,164 | $77.5K | 0.03% | −925−44.3% | Reduced |
| Manchester Capital Management LLC | 1,170 | $77.9K | 0.01% | +3+0.3% | Added |
| O'Dell Group, LLC | 1,198 | $79.8K | 0.02% | +1,198 | New |
| Impact Partnership Wealth, LLC | 1,215 | $80.9K | 0.03% | +1,215 | New |
| Fiduciary Alliance LLC | 1,216 | $80.9K | 0.02% | +1,216 | New |
| Quadrant Capital Group LLC | 1,222 | $81.3K | 0.01% | −1,024−45.6% | Reduced |
| Farther Finance Advisors, LLC | 1,266 | $84.3K | 0.02% | +44+3.6% | Added |
| BDO Wealth Advisors, LLC | 1,378 | $91.7K | 0.01% | +55+4.2% | Added |
| Quintet Private Bank (Europe) S.A. | 1,413 | $93.6K | 0.00% | −1,082−43.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,475 | $98.2K | 0.01% | 00.0% | Unchanged |
| Caz Investments LP | 1,500 | $100.0K | 0.28% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,527 | $101.7K | 0.02% | +205+15.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,525 | $102.0K | 0.00% | −75−4.7% | Reduced |
| Benjamin Edwards Inc | 1,562 | $104.0K | 0.02% | −74−4.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,634 | $108.8K | 0.10% | −3,755−69.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,664 | $110.8K | 0.01% | −98−5.6% | Reduced |
| Acropolis Investment Management, LLC | 1,682 | $112.0K | 0.01% | −40−2.3% | Reduced |
| Icon Wealth Partners, LLC | 1,683 | $112.0K | 0.01% | +137+8.9% | Added |
| Alta Advisers Ltd | 1,700 | $113.2K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,730 | $115.2K | 0.06% | −59−3.3% | Reduced |
| Financial Perspectives, Inc | 1,750 | $116.5K | 0.05% | −20−1.1% | Reduced |
| Ci Investments Inc. | 1,771 | $118.0K | 0.00% | −259−12.8% | Reduced |
| Allworth Financial LP | 1,810 | $120.5K | 0.00% | −92−4.8% | Reduced |
| Quantbot Technologies LP | 2,136 | $142.2K | 0.01% | +2,136 | New |
| Spire Wealth Management | 2,161 | $143.9K | 0.01% | +51+2.4% | Added |
| Centaurus Financial, Inc. | 2,230 | $148.0K | 0.01% | −1,153−34.1% | Reduced |
| Delta Accumulation, LLC | 2,225 | $148.1K | 1.86% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,245 | $148.6K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,309 | $153.7K | 0.01% | +248+12.0% | Added |
| Nemes Rush Group LLC | 2,321 | $154.5K | 0.03% | +2,321 | New |
| Global Retirement Partners, LLC | 2,363 | $157.3K | 0.01% | +70+3.1% | Added |
| City Holding Co | 2,398 | $159.6K | 0.03% | −995−29.3% | Reduced |
| Ridgewood Investments LLC | 2,434 | $162.0K | 0.09% | +105+4.5% | Added |
| Edmond de Rothschild Holding S.A. | 2,610 | $173.7K | 0.00% | +1,020+64.2% | Added |
| Tyler-Stone Wealth Management | 2,648 | $176.0K | 0.10% | +2,648 | New |
| Paloma Partners Management Co | 2,654 | $176.7K | 0.04% | −4,498−62.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,678 | $178.2K | 0.01% | +171+6.8% | Added |
| Bokf, NA | 2,679 | $178.3K | 0.00% | −423−13.6% | Reduced |
| Global Trust Asset Management, LLC | 2,680 | $178.4K | 0.08% | +370+16.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,887 | $191.3K | 0.00% | +887+44.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $193.0K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,920 | $194.4K | 0.02% | −285−8.9% | Reduced |
| Natixis | 2,940 | $195.7K | 0.00% | −173,540−98.3% | Reduced |
| Lazard Asset Management LLC | 2,998 | $198.0K | 0.00% | −1,997−40.0% | Reduced |
| Virtue Capital Management, LLC | 2,912 | $200.8K | 0.03% | +2,912 | New |
| Twelve Points Wealth Management LLC | 3,022 | $201.2K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance | 3,026 | $201.4K | 0.03% | −93−3.0% | Reduced |
| Marshall Financial Group LLC | 3,030 | $201.7K | 0.07% | −95−3.0% | Reduced |
| Claret Asset Management Corp | 3,050 | $203.0K | 0.04% | +3,050 | New |
| Howard Wealth Management, LLC | 3,058 | $203.6K | 0.18% | +130+4.4% | Added |
| Smith, Moore & Co. | 3,060 | $203.7K | 0.03% | +123+4.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,068 | $204.2K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,099 | $206.3K | 0.03% | −986−24.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,135 | $208.7K | 0.06% | −2,235−41.6% | Reduced |
| Financial Counselors Inc | 3,145 | $209.0K | 0.00% | −35,845−91.9% | Reduced |
| Waypoint Wealth Partners Inc. | 3,140 | $209.0K | 0.07% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 3,141 | $209.1K | 0.04% | −15−0.5% | Reduced |
| Delphia (USA) Inc. | 3,166 | $210.8K | 0.33% | +3,166 | New |
| Change Path, LLC | 3,168 | $211.0K | 0.01% | −1,487−31.9% | Reduced |
| Camden Capital, LLC | 3,182 | $211.8K | 0.02% | −337−9.6% | Reduced |
| InterOcean Capital Group, LLC | 3,220 | $214.4K | 0.01% | −1,891−37.0% | Reduced |
| Grimes & Company, Inc. | 3,233 | $215.2K | 0.01% | −176−5.2% | Reduced |
| Canal Capital Management, LLC | 3,242 | $215.8K | 0.04% | −236−6.8% | Reduced |
| Inceptionr LLC | 3,275 | $218.0K | 0.12% | −204−5.9% | Reduced |
| Moneta Group Investment Advisors LLC | 3,282 | $218.5K | 0.00% | −590−15.2% | Reduced |
| Quent Capital, LLC | 3,301 | $219.7K | 0.03% | −39−1.2% | Reduced |