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 |
|---|---|---|---|---|---|
| Seaport Global Advisors, LLC | 4,792 | $319.0K | 0.94% | +3,276+216.1% | Added |
| Crossmark Global Holdings, Inc. | 4,044 | $316.0K | 0.01% | +507+14.3% | Added |
| Veritable, L.P. | 4,733 | $315.1K | 0.01% | −670−12.4% | Reduced |
| Jump Financial, LLC | 4,731 | $314.9K | 0.01% | +4,731 | New |
| Avestar Capital, LLC | 4,714 | $313.8K | 0.05% | −1,264−21.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,705 | $313.2K | 0.06% | −170−3.5% | Reduced |
| Lattice Capital Management, LLC | 4,700 | $312.9K | 0.54% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,665 | $310.6K | 0.00% | −1,424−23.4% | Reduced |
| Ballentine Partners, LLC | 4,659 | $310.1K | 0.01% | −522−10.1% | Reduced |
| Moser Wealth Advisors, LLC | 4,653 | $309.8K | 0.21% | +4,653 | New |
| Kingsview Wealth Management, LLC | 4,592 | $305.7K | 0.01% | −3,662−44.4% | Reduced |
| RB Capital Management, LLC | 4,581 | $305.0K | 0.09% | −1,175−20.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,539 | $302.2K | 0.01% | −3,385−42.7% | Reduced |
| CIBC Private Wealth Group, LLC | 4,517 | $300.7K | 0.00% | +4,517 | New |
| ICA Group Wealth Management, LLC | 4,437 | $295.4K | 0.07% | −4,588−50.8% | Reduced |
| RFG Advisory, LLC | 4,423 | $294.4K | 0.01% | +19+0.4% | Added |
| Roman Butler Fullerton & Co | 3,758 | $293.8K | 0.13% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,346 | $289.0K | 0.03% | −4,368−50.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,332 | $288.4K | 0.01% | −200−4.4% | Reduced |
| EP Wealth Advisors, LLC | 27,958 | $287.7K | 0.00% | +10,357+58.8% | Added |
| Hamilton Lane Advisors LLC | 4,317 | $287.4K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,297 | $286.1K | 0.02% | +18+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 4,274 | $284.5K | 0.03% | −480−10.1% | Reduced |
| Lido Advisors, LLC | 4,270 | $284.3K | 0.00% | −3,830−47.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,262 | $283.7K | 0.00% | +4,098+2,498.8% | Added |
| Savant Capital, LLC | 4,245 | $282.6K | 0.00% | −262−5.8% | Reduced |
| Aaron Wealth Advisors | 4,239 | $282.2K | 0.04% | −900−17.5% | Reduced |
| Empower Advisory Group, LLC | 4,214 | $280.5K | 0.00% | −363−7.9% | Reduced |
| Sargent Investment Group, LLC | 4,187 | $278.7K | 0.07% | −1,190−22.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,184 | $278.5K | 0.04% | −85−2.0% | Reduced |
| Woodline Partners LP | 4,134 | $275.2K | 0.00% | +4,134 | New |
| Citizens Financial Group Inc | 4,116 | $274.0K | 0.01% | −6,069−59.6% | Reduced |
| Avidian Wealth Solutions, LLC | 4,080 | $271.6K | 0.02% | −2,595−38.9% | Reduced |
| MCF Advisors LLC | 4,063 | $270.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,047 | $269.4K | 0.06% | −6,018−59.8% | Reduced |
| Monterey Private Wealth, Inc. | 4,040 | $268.9K | 0.13% | −78−1.9% | Reduced |
| Kovack Advisors, Inc. | 4,030 | $268.3K | 0.03% | −4,195−51.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,033 | $268.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,002 | $266.4K | 0.01% | +396+11.0% | Added |
| La Banque Postale Asset Management SA | 4,000 | $266.3K | 0.01% | −10,845−73.1% | Reduced |
| Great Diamond Partners, LLC | 3,987 | $265.4K | 0.07% | +531+15.4% | Added |
| Forum Financial Management, LP | 3,985 | $265.3K | 0.01% | +47+1.2% | Added |
| Davy Global Fund Management Ltd | 3,978 | $264.8K | 0.05% | +505+14.5% | Added |
| EPIQ Capital Group, LLC | 3,941 | $262.4K | 0.14% | +3,941 | New |
| Sicart Associates LLC | 3,930 | $261.6K | 0.10% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 3,915 | $260.6K | 0.12% | +466+13.5% | Added |
| Valeo Financial Advisors, LLC | 3,871 | $257.7K | 0.01% | −2,128−35.5% | Reduced |
| Harbor Investment Advisory, LLC | 3,861 | $257.0K | 0.04% | −1,050−21.4% | Reduced |
| First Horizon Advisors, Inc. | 3,829 | $254.9K | 0.01% | +448+13.3% | Added |
| Golden State Equity Partners | 3,815 | $254.0K | 0.07% | +3,815 | New |
| UniSuper Management Pty Ltd | 3,800 | $253.0K | 0.00% | +3,800 | New |
| International Assets Investment Management, LLC | 3,765 | $250.6K | 0.03% | −1,018−21.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,759 | $250.2K | 0.01% | −266−6.6% | Reduced |
| KG&L Capital Management,LLC | 3,744 | $249.2K | 0.12% | +333+9.8% | Added |
| Personal Cfo Solutions, LLC | 3,688 | $245.5K | 0.05% | +64+1.8% | Added |
| Merit Financial Group, LLC | 3,680 | $245.0K | 0.01% | +3,680 | New |
| Lindbrook Capital, LLC | 3,673 | $244.5K | 0.03% | −751−17.0% | Reduced |
| Conway Capital Management, Inc. | 3,645 | $242.6K | 0.17% | −500−12.1% | Reduced |
| GWM Advisors LLC | 3,612 | $240.4K | 0.00% | −3,551−49.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,610 | $240.3K | 0.02% | +3,610 | New |
| Whittier Trust Co | 3,596 | $239.3K | 0.00% | −2,412−40.1% | Reduced |
| Visionary Wealth Advisors | 3,567 | $237.5K | 0.02% | +440+14.1% | Added |
| Meridian Wealth Advisors, LLC | 3,557 | $236.8K | 0.06% | +18+0.5% | Added |
| Libra Wealth LLC | 3,554 | $236.6K | 0.13% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,527 | $235.0K | 0.00% | +3,527 | New |
| Hilltop Holdings Inc. | 3,528 | $234.9K | 0.03% | −1,268−26.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,527 | $234.8K | 0.00% | +3,527 | New |
| Venturi Wealth Management, LLC | 3,375 | $224.7K | 0.02% | +381+12.7% | Added |
| Marathon Trading Investment Management LLC | 3,351 | $223.1K | 0.14% | +434+14.9% | Added |
| Prosperity Wealth Management, Inc. | 3,319 | $220.9K | 0.14% | +3,319 | New |
| Quent Capital, LLC | 3,301 | $219.7K | 0.03% | −39−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,282 | $218.5K | 0.00% | −590−15.2% | Reduced |
| Inceptionr LLC | 3,275 | $218.0K | 0.12% | −204−5.9% | Reduced |
| Canal Capital Management, LLC | 3,242 | $215.8K | 0.04% | −236−6.8% | Reduced |
| Grimes & Company, Inc. | 3,233 | $215.2K | 0.01% | −176−5.2% | Reduced |
| InterOcean Capital Group, LLC | 3,220 | $214.4K | 0.01% | −1,891−37.0% | Reduced |
| Camden Capital, LLC | 3,182 | $211.8K | 0.02% | −337−9.6% | Reduced |
| Change Path, LLC | 3,168 | $211.0K | 0.01% | −1,487−31.9% | Reduced |
| Delphia (USA) Inc. | 3,166 | $210.8K | 0.33% | +3,166 | New |
| V Wealth Advisors LLC | 3,141 | $209.1K | 0.04% | −15−0.5% | Reduced |
| Waypoint Wealth Partners Inc. | 3,140 | $209.0K | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,145 | $209.0K | 0.00% | −35,845−91.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,135 | $208.7K | 0.06% | −2,235−41.6% | Reduced |
| Magnus Financial Group LLC | 3,099 | $206.3K | 0.03% | −986−24.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,068 | $204.2K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,060 | $203.7K | 0.03% | +123+4.2% | Added |
| Howard Wealth Management, LLC | 3,058 | $203.6K | 0.18% | +130+4.4% | Added |
| Claret Asset Management Corp | 3,050 | $203.0K | 0.04% | +3,050 | New |
| Marshall Financial Group LLC | 3,030 | $201.7K | 0.07% | −95−3.0% | Reduced |
| Wealth Alliance | 3,026 | $201.4K | 0.03% | −93−3.0% | Reduced |
| Twelve Points Wealth Management LLC | 3,022 | $201.2K | 0.11% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,912 | $200.8K | 0.03% | +2,912 | New |
| Lazard Asset Management LLC | 2,998 | $198.0K | 0.00% | −1,997−40.0% | Reduced |
| Natixis | 2,940 | $195.7K | 0.00% | −173,540−98.3% | Reduced |
| AdvisorNet Financial, Inc | 2,920 | $194.4K | 0.02% | −285−8.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $193.0K | 0.10% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,887 | $191.3K | 0.00% | +887+44.4% | Added |
| Global Trust Asset Management, LLC | 2,680 | $178.4K | 0.08% | +370+16.0% | Added |
| Bokf, NA | 2,679 | $178.3K | 0.00% | −423−13.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,678 | $178.2K | 0.01% | +171+6.8% | Added |