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 |
|---|---|---|---|---|---|
| Prosperity Wealth Management, Inc. | 3,319 | $220.9K | 0.14% | +3,319 | New |
| Marathon Trading Investment Management LLC | 3,351 | $223.1K | 0.14% | +434+14.9% | Added |
| Venturi Wealth Management, LLC | 3,375 | $224.7K | 0.02% | +381+12.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3,527 | $234.8K | 0.00% | +3,527 | New |
| Hilltop Holdings Inc. | 3,528 | $234.9K | 0.03% | −1,268−26.4% | Reduced |
| Bartlett & Co. LLC | 3,527 | $235.0K | 0.00% | +3,527 | New |
| Libra Wealth LLC | 3,554 | $236.6K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,557 | $236.8K | 0.06% | +18+0.5% | Added |
| Visionary Wealth Advisors | 3,567 | $237.5K | 0.02% | +440+14.1% | Added |
| Whittier Trust Co | 3,596 | $239.3K | 0.00% | −2,412−40.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,610 | $240.3K | 0.02% | +3,610 | New |
| GWM Advisors LLC | 3,612 | $240.4K | 0.00% | −3,551−49.6% | Reduced |
| Conway Capital Management, Inc. | 3,645 | $242.6K | 0.17% | −500−12.1% | Reduced |
| Lindbrook Capital, LLC | 3,673 | $244.5K | 0.03% | −751−17.0% | Reduced |
| Merit Financial Group, LLC | 3,680 | $245.0K | 0.01% | +3,680 | New |
| Personal Cfo Solutions, LLC | 3,688 | $245.5K | 0.05% | +64+1.8% | Added |
| KG&L Capital Management,LLC | 3,744 | $249.2K | 0.12% | +333+9.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,759 | $250.2K | 0.01% | −266−6.6% | Reduced |
| International Assets Investment Management, LLC | 3,765 | $250.6K | 0.03% | −1,018−21.3% | Reduced |
| UniSuper Management Pty Ltd | 3,800 | $253.0K | 0.00% | +3,800 | New |
| Golden State Equity Partners | 3,815 | $254.0K | 0.07% | +3,815 | New |
| First Horizon Advisors, Inc. | 3,829 | $254.9K | 0.01% | +448+13.3% | Added |
| Harbor Investment Advisory, LLC | 3,861 | $257.0K | 0.04% | −1,050−21.4% | Reduced |
| Valeo Financial Advisors, LLC | 3,871 | $257.7K | 0.01% | −2,128−35.5% | Reduced |
| Tempus Wealth Planning, LLC | 3,915 | $260.6K | 0.12% | +466+13.5% | Added |
| Sicart Associates LLC | 3,930 | $261.6K | 0.10% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 3,941 | $262.4K | 0.14% | +3,941 | New |
| Davy Global Fund Management Ltd | 3,978 | $264.8K | 0.05% | +505+14.5% | Added |
| Forum Financial Management, LP | 3,985 | $265.3K | 0.01% | +47+1.2% | Added |
| Great Diamond Partners, LLC | 3,987 | $265.4K | 0.07% | +531+15.4% | Added |
| La Banque Postale Asset Management SA | 4,000 | $266.3K | 0.01% | −10,845−73.1% | Reduced |
| Dynamic Advisor Solutions LLC | 4,002 | $266.4K | 0.01% | +396+11.0% | Added |
| Meiji Yasuda Life Insurance Co | 4,033 | $268.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,030 | $268.3K | 0.03% | −4,195−51.0% | Reduced |
| Monterey Private Wealth, Inc. | 4,040 | $268.9K | 0.13% | −78−1.9% | Reduced |
| SOA Wealth Advisors, LLC. | 4,047 | $269.4K | 0.06% | −6,018−59.8% | Reduced |
| MCF Advisors LLC | 4,063 | $270.5K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,080 | $271.6K | 0.02% | −2,595−38.9% | Reduced |
| Citizens Financial Group Inc | 4,116 | $274.0K | 0.01% | −6,069−59.6% | Reduced |
| Woodline Partners LP | 4,134 | $275.2K | 0.00% | +4,134 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,184 | $278.5K | 0.04% | −85−2.0% | Reduced |
| Sargent Investment Group, LLC | 4,187 | $278.7K | 0.07% | −1,190−22.1% | Reduced |
| Empower Advisory Group, LLC | 4,214 | $280.5K | 0.00% | −363−7.9% | Reduced |
| Aaron Wealth Advisors | 4,239 | $282.2K | 0.04% | −900−17.5% | Reduced |
| Savant Capital, LLC | 4,245 | $282.6K | 0.00% | −262−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,262 | $283.7K | 0.00% | +4,098+2,498.8% | Added |
| Lido Advisors, LLC | 4,270 | $284.3K | 0.00% | −3,830−47.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,274 | $284.5K | 0.03% | −480−10.1% | Reduced |
| Ostrum Asset Management | 4,297 | $286.1K | 0.02% | +18+0.4% | Added |
| Hamilton Lane Advisors LLC | 4,317 | $287.4K | 0.13% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 27,958 | $287.7K | 0.00% | +10,357+58.8% | Added |
| Bradley Foster & Sargent Inc | 4,332 | $288.4K | 0.01% | −200−4.4% | Reduced |
| Gsa Capital Partners LLP | 4,346 | $289.0K | 0.03% | −4,368−50.1% | Reduced |
| Roman Butler Fullerton & Co | 3,758 | $293.8K | 0.13% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,423 | $294.4K | 0.01% | +19+0.4% | Added |
| ICA Group Wealth Management, LLC | 4,437 | $295.4K | 0.07% | −4,588−50.8% | Reduced |
| CIBC Private Wealth Group, LLC | 4,517 | $300.7K | 0.00% | +4,517 | New |
| Resources Investment Advisors, LLC. | 4,539 | $302.2K | 0.01% | −3,385−42.7% | Reduced |
| RB Capital Management, LLC | 4,581 | $305.0K | 0.09% | −1,175−20.4% | Reduced |
| Kingsview Wealth Management, LLC | 4,592 | $305.7K | 0.01% | −3,662−44.4% | Reduced |
| Moser Wealth Advisors, LLC | 4,653 | $309.8K | 0.21% | +4,653 | New |
| Ballentine Partners, LLC | 4,659 | $310.1K | 0.01% | −522−10.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,665 | $310.6K | 0.00% | −1,424−23.4% | Reduced |
| Lattice Capital Management, LLC | 4,700 | $312.9K | 0.54% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,705 | $313.2K | 0.06% | −170−3.5% | Reduced |
| Avestar Capital, LLC | 4,714 | $313.8K | 0.05% | −1,264−21.1% | Reduced |
| Jump Financial, LLC | 4,731 | $314.9K | 0.01% | +4,731 | New |
| Veritable, L.P. | 4,733 | $315.1K | 0.01% | −670−12.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,044 | $316.0K | 0.01% | +507+14.3% | Added |
| Seaport Global Advisors, LLC | 4,792 | $319.0K | 0.94% | +3,276+216.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,817 | $320.7K | 0.02% | +137+2.9% | Added |
| Nicholas Investment Partners, LP | 4,873 | $324.4K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,877 | $324.7K | 0.03% | −172−3.4% | Reduced |
| Pitti Group Wealth Management, LLC | 4,892 | $325.7K | 0.36% | +392+8.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,900 | $326.2K | 0.01% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,936 | $328.6K | 0.11% | 00.0% | Unchanged |
| Addison Capital Co | 4,945 | $329.0K | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,905 | $329.9K | 0.01% | +1,058+27.5% | Added |
| Fukoku Mutual Life Insurance Co | 4,976 | $331.3K | 0.03% | −646−11.5% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $332.9K | 0.04% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,348 | $335.4K | 0.06% | −128−2.9% | Reduced |
| Carson Advisory Inc. | 5,078 | $338.0K | 0.29% | −112−2.2% | Reduced |
| Azzad Asset Management Inc | 5,083 | $338.4K | 0.05% | −348−6.4% | Reduced |
| Sanders Morris Harris LLC | 5,120 | $339.2K | 0.08% | +5,120 | New |
| New York Life Investment Management LLC | 5,098 | $339.4K | 0.00% | −5,508−51.9% | Reduced |
| Freestone Capital Holdings, LLC | 5,177 | $344.6K | 0.01% | −46−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 5,205 | $346.0K | 0.05% | −3−0.1% | Reduced |
| Banque Cantonale Vaudoise | 5,244 | $350.0K | 0.02% | −4,280−44.9% | Reduced |
| Seven Eight Capital, LP | 5,269 | $350.8K | 0.06% | +5,269 | New |
| Cyndeo Wealth Partners, LLC | 5,272 | $351.0K | 0.04% | +1,155+28.1% | Added |
| Clear Street Markets LLC | 5,300 | $353.0K | 0.15% | +5,300 | New |
| WP Advisors, LLC | 5,323 | $354.4K | 0.14% | −171−3.1% | Reduced |
| Column Capital Advisors, LLC | 5,357 | $356.6K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,382 | $358.3K | 0.10% | +850+18.8% | Added |
| Red Door Wealth Management, LLC | 5,404 | $359.7K | 0.08% | −80−1.5% | Reduced |
| Buckingham Strategic Partners | 5,429 | $361.4K | 0.02% | +672+14.1% | Added |
| Gladstone Institutional Advisory LLC | 5,464 | $363.8K | 0.02% | +1,808+49.5% | Added |
| Atlas Capital Advisors LLC | 5,487 | $365.3K | 0.06% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 5,509 | $366.7K | 0.34% | +9+0.2% | Added |
| Quantinno Capital Management LP | 5,526 | $368.0K | 0.02% | −168−3.0% | Reduced |