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; 1,086 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 | 1,086 | $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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 8,110 | $539.9K | 0.01% | −6,010−42.6% | Reduced |
| Siemens Fonds Invest GmbH | 8,143 | $539.4K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,074 | $537.5K | 0.01% | −2,819−25.9% | Reduced |
| Atom Investors LP | 8,061 | $536.6K | 0.20% | +8,061 | New |
| Independent Advisor Alliance | 8,008 | $533.1K | 0.02% | +530+7.1% | Added |
| Meeder Advisory Services, Inc. | 8,000 | $532.6K | 0.06% | −241−2.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,933 | $528.1K | 0.31% | +30+0.4% | Added |
| Jasper Ridge Partners, L.P. | 7,927 | $527.7K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,853 | $522.8K | 0.03% | −3,151−28.6% | Reduced |
| Advisor Partners II, LLC | 7,828 | $521.1K | 0.02% | +3,743+91.6% | Added |
| Hoylecohen, LLC | 7,697 | $512.4K | 0.05% | −440−5.4% | Reduced |
| Interchange Capital Partners, LLC | 7,664 | $510.5K | 0.39% | +3,997+109.0% | Added |
| Beacon Pointe Advisors, LLC | 7,667 | $510.4K | 0.01% | −2,748−26.4% | Reduced |
| SG Americas Securities, LLC | 7,603 | $506.0K | 0.00% | −117,439−93.9% | Reduced |
| Viawealth, LLC | 7,567 | $503.7K | 0.38% | −1,841−19.6% | Reduced |
| Signaturefd, LLC | 7,489 | $498.5K | 0.01% | −3,813−33.7% | Reduced |
| Wetherby Asset Management Inc | 7,481 | $498.0K | 0.03% | −2,085−21.8% | Reduced |
| Financial Advocates Investment Management | 7,452 | $496.1K | 0.04% | −177−2.3% | Reduced |
| Scotia Capital Inc. | 7,444 | $495.6K | 0.00% | −1,945−20.7% | Reduced |
| Ossiam | 7,426 | $494.3K | 0.01% | −13,591−64.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,407 | $493.1K | 0.11% | +40+0.5% | Added |
| Bryn Mawr Trust Co | 7,355 | $489.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,275 | $484.3K | 0.03% | −208−2.8% | Reduced |
| RF&L Wealth Management, LLC | 7,275 | $484.3K | 0.44% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,229 | $481.2K | 0.02% | −665−8.4% | Reduced |
| Octavia Wealth Advisors, LLC | 7,188 | $478.5K | 0.10% | +267+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,107 | $473.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,093 | $472.2K | 0.01% | +118+1.7% | Added |
| Fund Management at Engine No. 1 LLC | 7,089 | $471.9K | 0.09% | +573+8.8% | Added |
| Capital Markets Trading UK LLP | 7,054 | $470.0K | 0.34% | +7,054 | New |
| Boston Private Wealth LLC | 7,050 | $469.3K | 0.01% | −2,983−29.7% | Reduced |
| Sunbelt Securities, Inc. | 6,985 | $465.0K | 0.07% | +363+5.5% | Added |
| Lazari Capital Management, Inc. | 6,909 | $459.9K | 0.26% | +6,909 | New |
| Aj Wealth Strategies, LLC | 6,836 | $455.1K | 0.02% | +69+1.0% | Added |
| Hillsdale Investment Management Inc. | 6,800 | $452.7K | 0.04% | +6,800 | New |
| American International Group, Inc. | 6,787 | $451.8K | 0.00% | +6,787 | New |
| Tran Capital Management, L.P. | 6,768 | $450.5K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,743 | $448.9K | 0.03% | +394+6.2% | Added |
| Umb Bank N A | 6,728 | $447.9K | 0.01% | −99,946−93.7% | Reduced |
| EMC Capital Management | 13,609 | $447.0K | 0.91% | +11,209+467.0% | Added |
| Verition Fund Management LLC | 6,665 | $443.7K | 0.01% | +376+6.0% | Added |
| Northeast Financial Consultants Inc | 6,645 | $442.4K | 0.03% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,500 | $432.7K | 0.04% | +6,500 | New |
| Veriti Management LLC | 6,448 | $429.2K | 0.05% | −2,746−29.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,292 | $419.0K | 0.01% | −31,548−83.4% | Reduced |
| Covenant Asset Management, LLC | 6,281 | $418.1K | 0.12% | −1,757−21.9% | Reduced |
| Nilsine Partners, LLC | 6,279 | $418.0K | 0.06% | −152−2.4% | Reduced |
| Mutual Advisors, LLC | 6,272 | $417.5K | 0.02% | −434−6.5% | Reduced |
| Geneos Wealth Management Inc. | 6,195 | $412.4K | 0.02% | +725+13.3% | Added |
| Corton Capital Inc. | 6,140 | $408.7K | 0.19% | +3,221+110.3% | Added |
| BTC Capital Management, Inc. | 6,119 | $407.3K | 0.04% | +210+3.6% | Added |
| Synergy Financial Group, LTD | 6,103 | $406.3K | 0.55% | +25+0.4% | Added |
| Panagora Asset Management Inc | 6,022 | $400.9K | 0.00% | −3,253−35.1% | Reduced |
| Sherbrooke Park Advisers LLC | 6,021 | $400.8K | 0.21% | −1,779−22.8% | Reduced |
| Private Portfolio Partners LLC | 5,969 | $397.4K | 0.10% | +2,350+64.9% | Added |
| Yousif Capital Management, LLC | 5,922 | $394.2K | 0.00% | −95−1.6% | Reduced |
| IFP Advisors, Inc | 6,535 | $390.6K | 0.02% | +617+10.4% | Added |
| Y.D. More Investments Ltd | 5,851 | $389.5K | 0.10% | +795+15.7% | Added |
| Headlands Technologies LLC | 5,836 | $388.5K | 0.12% | +5,836 | New |
| Chicago Partners Investment Group LLC | 5,212 | $388.2K | 0.02% | −665−11.3% | Reduced |
| Capital Investment Advisory Services, LLC | 5,814 | $387.0K | 0.04% | −137−2.3% | Reduced |
| Parallel Advisors, LLC | 5,786 | $385.2K | 0.01% | −538−8.5% | Reduced |
| Cigna Investments Inc | 5,768 | $384.0K | 0.07% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,752 | $382.9K | 0.13% | +13+0.2% | Added |
| Cutter & CO Brokerage, Inc. | 5,731 | $381.5K | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 5,695 | $379.1K | 0.00% | +2,380+71.8% | Added |
| Convergence Investment Partners, LLC | 5,641 | $376.0K | 0.22% | +5,641 | New |
| Verus Capital Partners, LLC | 5,646 | $375.9K | 0.05% | −166−2.9% | Reduced |
| Western Wealth Management, LLC | 5,576 | $371.2K | 0.03% | −426−7.1% | Reduced |
| Good Life Advisors, LLC | 5,530 | $368.1K | 0.04% | −455−7.6% | Reduced |
| Quantinno Capital Management LP | 5,526 | $368.0K | 0.02% | −168−3.0% | Reduced |
| Cravens & Co Advisors, LLC | 5,509 | $366.7K | 0.34% | +9+0.2% | Added |
| Atlas Capital Advisors LLC | 5,487 | $365.3K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,464 | $363.8K | 0.02% | +1,808+49.5% | Added |
| Buckingham Strategic Partners | 5,429 | $361.4K | 0.02% | +672+14.1% | Added |
| Red Door Wealth Management, LLC | 5,404 | $359.7K | 0.08% | −80−1.5% | Reduced |
| Keudell/Morrison Wealth Management | 5,382 | $358.3K | 0.10% | +850+18.8% | Added |
| Column Capital Advisors, LLC | 5,357 | $356.6K | 0.05% | 00.0% | Unchanged |
| WP Advisors, LLC | 5,323 | $354.4K | 0.14% | −171−3.1% | Reduced |
| Clear Street Markets LLC | 5,300 | $353.0K | 0.15% | +5,300 | New |
| Cyndeo Wealth Partners, LLC | 5,272 | $351.0K | 0.04% | +1,155+28.1% | Added |
| Seven Eight Capital, LP | 5,269 | $350.8K | 0.06% | +5,269 | New |
| Banque Cantonale Vaudoise | 5,244 | $350.0K | 0.02% | −4,280−44.9% | Reduced |
| Thoroughbred Financial Services, LLC | 5,205 | $346.0K | 0.05% | −3−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 5,177 | $344.6K | 0.01% | −46−0.9% | Reduced |
| New York Life Investment Management LLC | 5,098 | $339.4K | 0.00% | −5,508−51.9% | Reduced |
| Sanders Morris Harris LLC | 5,120 | $339.2K | 0.08% | +5,120 | New |
| Azzad Asset Management Inc | 5,083 | $338.4K | 0.05% | −348−6.4% | Reduced |
| Carson Advisory Inc. | 5,078 | $338.0K | 0.29% | −112−2.2% | Reduced |
| Archford Capital Strategies, LLC | 4,348 | $335.4K | 0.06% | −128−2.9% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $332.9K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,976 | $331.3K | 0.03% | −646−11.5% | Reduced |
| Brookstone Capital Management | 4,905 | $329.9K | 0.01% | +1,058+27.5% | Added |
| Addison Capital Co | 4,945 | $329.0K | 0.23% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,936 | $328.6K | 0.11% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,900 | $326.2K | 0.01% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 4,892 | $325.7K | 0.36% | +392+8.7% | Added |
| Strategic Blueprint, LLC | 4,877 | $324.7K | 0.03% | −172−3.4% | Reduced |
| Nicholas Investment Partners, LP | 4,873 | $324.4K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,817 | $320.7K | 0.02% | +137+2.9% | Added |