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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 5,530 | $368.1K | 0.04% | −455−7.6% | Reduced |
| Western Wealth Management, LLC | 5,576 | $371.2K | 0.03% | −426−7.1% | Reduced |
| Verus Capital Partners, LLC | 5,646 | $375.9K | 0.05% | −166−2.9% | Reduced |
| Convergence Investment Partners, LLC | 5,641 | $376.0K | 0.22% | +5,641 | New |
| Assetmark, Inc | 5,695 | $379.1K | 0.00% | +2,380+71.8% | Added |
| Cutter & CO Brokerage, Inc. | 5,731 | $381.5K | 0.11% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,752 | $382.9K | 0.13% | +13+0.2% | Added |
| Cigna Investments Inc | 5,768 | $384.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,786 | $385.2K | 0.01% | −538−8.5% | Reduced |
| Capital Investment Advisory Services, LLC | 5,814 | $387.0K | 0.04% | −137−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,212 | $388.2K | 0.02% | −665−11.3% | Reduced |
| Headlands Technologies LLC | 5,836 | $388.5K | 0.12% | +5,836 | New |
| Y.D. More Investments Ltd | 5,851 | $389.5K | 0.10% | +795+15.7% | Added |
| IFP Advisors, Inc | 6,535 | $390.6K | 0.02% | +617+10.4% | Added |
| Yousif Capital Management, LLC | 5,922 | $394.2K | 0.00% | −95−1.6% | Reduced |
| Private Portfolio Partners LLC | 5,969 | $397.4K | 0.10% | +2,350+64.9% | Added |
| Sherbrooke Park Advisers LLC | 6,021 | $400.8K | 0.21% | −1,779−22.8% | Reduced |
| Panagora Asset Management Inc | 6,022 | $400.9K | 0.00% | −3,253−35.1% | Reduced |
| Synergy Financial Group, LTD | 6,103 | $406.3K | 0.55% | +25+0.4% | Added |
| BTC Capital Management, Inc. | 6,119 | $407.3K | 0.04% | +210+3.6% | Added |
| Corton Capital Inc. | 6,140 | $408.7K | 0.19% | +3,221+110.3% | Added |
| Geneos Wealth Management Inc. | 6,195 | $412.4K | 0.02% | +725+13.3% | Added |
| Mutual Advisors, LLC | 6,272 | $417.5K | 0.02% | −434−6.5% | Reduced |
| Nilsine Partners, LLC | 6,279 | $418.0K | 0.06% | −152−2.4% | Reduced |
| Covenant Asset Management, LLC | 6,281 | $418.1K | 0.12% | −1,757−21.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,292 | $419.0K | 0.01% | −31,548−83.4% | Reduced |
| Veriti Management LLC | 6,448 | $429.2K | 0.05% | −2,746−29.9% | Reduced |
| Cumberland Partners Ltd | 6,500 | $432.7K | 0.04% | +6,500 | New |
| Northeast Financial Consultants Inc | 6,645 | $442.4K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,665 | $443.7K | 0.01% | +376+6.0% | Added |
| EMC Capital Management | 13,609 | $447.0K | 0.91% | +11,209+467.0% | Added |
| Umb Bank N A | 6,728 | $447.9K | 0.01% | −99,946−93.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,743 | $448.9K | 0.03% | +394+6.2% | Added |
| Tran Capital Management, L.P. | 6,768 | $450.5K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 6,787 | $451.8K | 0.00% | +6,787 | New |
| Hillsdale Investment Management Inc. | 6,800 | $452.7K | 0.04% | +6,800 | New |
| Aj Wealth Strategies, LLC | 6,836 | $455.1K | 0.02% | +69+1.0% | Added |
| Lazari Capital Management, Inc. | 6,909 | $459.9K | 0.26% | +6,909 | New |
| Sunbelt Securities, Inc. | 6,985 | $465.0K | 0.07% | +363+5.5% | Added |
| Boston Private Wealth LLC | 7,050 | $469.3K | 0.01% | −2,983−29.7% | Reduced |
| Capital Markets Trading UK LLP | 7,054 | $470.0K | 0.34% | +7,054 | New |
| Fund Management at Engine No. 1 LLC | 7,089 | $471.9K | 0.09% | +573+8.8% | Added |
| Sequoia Financial Advisors, LLC | 7,093 | $472.2K | 0.01% | +118+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,107 | $473.0K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 7,188 | $478.5K | 0.10% | +267+3.9% | Added |
| Apollon Wealth Management, LLC | 7,229 | $481.2K | 0.02% | −665−8.4% | Reduced |
| RF&L Wealth Management, LLC | 7,275 | $484.3K | 0.44% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,275 | $484.3K | 0.03% | −208−2.8% | Reduced |
| Bryn Mawr Trust Co | 7,355 | $489.0K | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 7,407 | $493.1K | 0.11% | +40+0.5% | Added |
| Ossiam | 7,426 | $494.3K | 0.01% | −13,591−64.7% | Reduced |
| Scotia Capital Inc. | 7,444 | $495.6K | 0.00% | −1,945−20.7% | Reduced |
| Financial Advocates Investment Management | 7,452 | $496.1K | 0.04% | −177−2.3% | Reduced |
| Wetherby Asset Management Inc | 7,481 | $498.0K | 0.03% | −2,085−21.8% | Reduced |
| Signaturefd, LLC | 7,489 | $498.5K | 0.01% | −3,813−33.7% | Reduced |
| Viawealth, LLC | 7,567 | $503.7K | 0.38% | −1,841−19.6% | Reduced |
| SG Americas Securities, LLC | 7,603 | $506.0K | 0.00% | −117,439−93.9% | Reduced |
| Beacon Pointe Advisors, LLC | 7,667 | $510.4K | 0.01% | −2,748−26.4% | Reduced |
| Interchange Capital Partners, LLC | 7,664 | $510.5K | 0.39% | +3,997+109.0% | Added |
| Hoylecohen, LLC | 7,697 | $512.4K | 0.05% | −440−5.4% | Reduced |
| Advisor Partners II, LLC | 7,828 | $521.1K | 0.02% | +3,743+91.6% | Added |
| Moors & Cabot, Inc. | 7,853 | $522.8K | 0.03% | −3,151−28.6% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $527.7K | 0.03% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 7,933 | $528.1K | 0.31% | +30+0.4% | Added |
| Meeder Advisory Services, Inc. | 8,000 | $532.6K | 0.06% | −241−2.9% | Reduced |
| Independent Advisor Alliance | 8,008 | $533.1K | 0.02% | +530+7.1% | Added |
| Atom Investors LP | 8,061 | $536.6K | 0.20% | +8,061 | New |
| O'Shaughnessy Asset Management, LLC | 8,074 | $537.5K | 0.01% | −2,819−25.9% | Reduced |
| Siemens Fonds Invest GmbH | 8,143 | $539.4K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 8,110 | $539.9K | 0.01% | −6,010−42.6% | Reduced |
| Bleakley Financial Group, LLC | 8,114 | $540.1K | 0.02% | −2,042−20.1% | Reduced |
| Audent Global Asset Management, LLC | 8,171 | $544.0K | 0.65% | +8,171 | New |
| Perigon Wealth Management, LLC | 8,212 | $546.7K | 0.02% | −31−0.4% | Reduced |
| Lincoln National Corp | 8,249 | $549.1K | 0.01% | −516−5.9% | Reduced |
| Salem Investment Counselors Inc | 8,266 | $550.3K | 0.02% | −8,121−49.6% | Reduced |
| Bailard, Inc. | 8,329 | $554.5K | 0.02% | −41,591−83.3% | Reduced |
| SeaBridge Investment Advisors LLC | 8,425 | $560.9K | 0.18% | +497+6.3% | Added |
| Sentry Investment Management LLC | 8,536 | $568.0K | 0.21% | +8,536 | New |
| TD Waterhouse Canada Inc. | 8,382 | $574.9K | 0.01% | −5,562−39.9% | Reduced |
| Spark Investment Management LLC | 8,700 | $579.2K | 1.97% | 00.0% | Unchanged |
| Parkwood LLC | 8,724 | $581.0K | 0.11% | +8,724 | New |
| CWM, LLC | 8,763 | $583.0K | 0.00% | −482−5.2% | Reduced |
| Advisor OS, LLC | 8,808 | $586.3K | 0.10% | +738+9.1% | Added |
| WD Rutherford LLC | 8,870 | $590.5K | 0.38% | −115−1.3% | Reduced |
| Prospera Financial Services Inc | 8,897 | $592.2K | 0.02% | +6+0.1% | Added |
| StoneX Group Inc. | 8,915 | $593.5K | 0.06% | −693−7.2% | Reduced |
| We Are One Seven, LLC | 8,996 | $598.9K | 0.05% | +3,716+70.4% | Added |
| Westwood Wealth Management | 9,000 | $599.1K | 0.45% | −140−1.5% | Reduced |
| Banque Pictet & Cie SA | 9,011 | $599.9K | 0.01% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 9,117 | $606.9K | 0.39% | −218−2.3% | Reduced |
| Kinneret Advisory, LLC | 9,202 | $612.6K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9,314 | $620.0K | 0.01% | +6,833+275.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,315 | $620.1K | 0.73% | −306−3.2% | Reduced |
| Davenport & Co LLC | 9,349 | $622.4K | 0.00% | −98−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,364 | $623.0K | 0.04% | +415+4.6% | Added |
| Regal Investment Advisors LLC | 9,369 | $623.7K | 0.05% | +461+5.2% | Added |
| Integrated Advisors Network LLC | 9,442 | $628.6K | 0.04% | −2,980−24.0% | Reduced |
| Miracle Mile Advisors, LLC | 9,509 | $633.0K | 0.02% | −15−0.2% | Reduced |
| AXA S.A. | 9,559 | $636.3K | 0.00% | −33−0.3% | Reduced |
| Brinker Capital Investments, LLC | 9,587 | $638.2K | 0.01% | −2,030−17.5% | Reduced |