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 26 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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 2,654 | $176.7K | 0.04% | −4,498−62.9% | Reduced |
| Tyler-Stone Wealth Management | 2,648 | $176.0K | 0.10% | +2,648 | New |
| Edmond de Rothschild Holding S.A. | 2,610 | $173.7K | 0.00% | +1,020+64.2% | Added |
| Ridgewood Investments LLC | 2,434 | $162.0K | 0.09% | +105+4.5% | Added |
| City Holding Co | 2,398 | $159.6K | 0.03% | −995−29.3% | Reduced |
| Global Retirement Partners, LLC | 2,363 | $157.3K | 0.01% | +70+3.1% | Added |
| Nemes Rush Group LLC | 2,321 | $154.5K | 0.03% | +2,321 | New |
| Clearstead Advisors, LLC | 2,309 | $153.7K | 0.01% | +248+12.0% | Added |
| Kozak & Associates, Inc. | 2,245 | $148.6K | 0.06% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 2,225 | $148.1K | 1.86% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,230 | $148.0K | 0.01% | −1,153−34.1% | Reduced |
| Spire Wealth Management | 2,161 | $143.9K | 0.01% | +51+2.4% | Added |
| Quantbot Technologies LP | 2,136 | $142.2K | 0.01% | +2,136 | New |
| Allworth Financial LP | 1,810 | $120.5K | 0.00% | −92−4.8% | Reduced |
| Ci Investments Inc. | 1,771 | $118.0K | 0.00% | −259−12.8% | Reduced |
| Financial Perspectives, Inc | 1,750 | $116.5K | 0.05% | −20−1.1% | Reduced |
| Truvestments Capital LLC | 1,730 | $115.2K | 0.06% | −59−3.3% | Reduced |
| Alta Advisers Ltd | 1,700 | $113.2K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 1,683 | $112.0K | 0.01% | +137+8.9% | Added |
| Acropolis Investment Management, LLC | 1,682 | $112.0K | 0.01% | −40−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,664 | $110.8K | 0.01% | −98−5.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,634 | $108.8K | 0.10% | −3,755−69.7% | Reduced |
| Benjamin Edwards Inc | 1,562 | $104.0K | 0.02% | −74−4.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,525 | $102.0K | 0.00% | −75−4.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,527 | $101.7K | 0.02% | +205+15.5% | Added |
| Caz Investments LP | 1,500 | $100.0K | 0.28% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,475 | $98.2K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,413 | $93.6K | 0.00% | −1,082−43.4% | Reduced |
| BDO Wealth Advisors, LLC | 1,378 | $91.7K | 0.01% | +55+4.2% | Added |
| Farther Finance Advisors, LLC | 1,266 | $84.3K | 0.02% | +44+3.6% | Added |
| Quadrant Capital Group LLC | 1,222 | $81.3K | 0.01% | −1,024−45.6% | Reduced |
| Fiduciary Alliance LLC | 1,216 | $80.9K | 0.02% | +1,216 | New |
| Impact Partnership Wealth, LLC | 1,215 | $80.9K | 0.03% | +1,215 | New |
| O'Dell Group, LLC | 1,198 | $79.8K | 0.02% | +1,198 | New |
| Manchester Capital Management LLC | 1,170 | $77.9K | 0.01% | +3+0.3% | Added |
| Rosenberg Matthew Hamilton | 1,164 | $77.5K | 0.03% | −925−44.3% | Reduced |
| WealthPLAN Partners, LLC | 1,148 | $76.4K | 0.01% | −155−11.9% | Reduced |
| Park Place Capital Corp | 1,106 | $73.6K | 0.02% | −14−1.3% | Reduced |
| Hantz Financial Services, Inc. | 1,104 | $73.0K | 0.00% | −75−6.4% | Reduced |
| Central Trust Co | 1,084 | $72.2K | 0.00% | −538−33.2% | Reduced |
| Westside Investment Management, Inc. | 1,052 | $70.0K | 0.02% | +70+7.1% | Added |
| Washington Trust Co | 1,016 | $67.6K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $67.4K | 0.04% | 00.0% | Unchanged |
| American National Bank | 1,012 | $67.4K | 0.01% | −14−1.4% | Reduced |
| Sit Investment Associates Inc | 1,000 | $67.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,004 | $66.8K | 0.02% | +1,004 | New |
| Systematic Alpha Investments, LLC | 1,000 | $66.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 997 | $66.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 990 | $65.9K | 0.00% | −135−12.0% | Reduced |
| TFC Financial Management | 940 | $62.6K | 0.02% | −437−31.7% | Reduced |
| Missouri Trust & Investment Co | 937 | $62.4K | 0.04% | +718+327.9% | Added |
| City State Bank | 925 | $62.0K | 0.03% | +670+262.7% | Added |
| Northwest Investment Counselors, LLC | 910 | $60.6K | 0.02% | −470−34.1% | Reduced |
| MRP Capital Investments, LLC | 905 | $60.2K | 0.06% | +100+12.4% | Added |
| Capital Advisors, Ltd. LLC | 900 | $60.0K | 0.01% | −51−5.4% | Reduced |
| Ancora Advisors, LLC | 900 | $59.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 895 | $59.6K | 0.01% | −35−3.8% | Reduced |
| Creative Financial Designs Inc | 860 | $57.3K | 0.01% | +118+15.9% | Added |
| Tradition Wealth Management, LLC | 849 | $57.0K | 0.01% | −6−0.7% | Reduced |
| Sandy Spring Bank | 835 | $55.6K | 0.00% | −58−6.5% | Reduced |
| CNB Bank | 746 | $49.7K | 0.03% | −4,082−84.5% | Reduced |
| CVA Family Office, LLC | 728 | $48.5K | 0.01% | −140−16.1% | Reduced |
| Glassman Wealth Services | 686 | $45.7K | 0.01% | −146−17.5% | Reduced |
| Trust Co of Vermont | 685 | $45.6K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $45.2K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 661 | $44.0K | 0.00% | +661 | New |
| Institutional & Family Asset Management, LLC | 619 | $41.2K | 0.01% | +153+32.8% | Added |
| Highlander Capital Management, LLC | 600 | $40.0K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 600 | $40.0K | 0.02% | +600 | New |
| Atwood & Palmer Inc | 600 | $39.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $39.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 591 | $39.3K | 0.02% | −100−14.5% | Reduced |
| HHM Wealth Advisors, LLC | 590 | $39.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 573 | $39.0K | 0.01% | −168−22.7% | Reduced |
| Hoey Investments, Inc | 585 | $38.9K | 0.01% | +105+21.9% | Added |
| McClarren Financial Advisors, Inc. | 585 | $38.0K | 0.03% | +550+1,571.4% | Added |
| Larson Financial Group LLC | 526 | $35.0K | 0.00% | −231−30.5% | Reduced |
| Register Financial Advisors LLC | 515 | $34.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 512 | $34.1K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 511 | $34.0K | 0.03% | +511 | New |
| Addison Advisors LLC | 505 | $33.6K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 501 | $33.4K | 0.00% | −1,140−69.5% | Reduced |
| Focused Wealth Management, Inc | 497 | $33.1K | 0.01% | 00.0% | Unchanged |
| Tobam | 483 | $32.0K | 0.00% | +434+885.7% | Added |
| GPS Wealth Strategies Group, LLC | 478 | $31.8K | 0.01% | +7+1.5% | Added |
| Armstrong Advisory Group, Inc | 470 | $31.3K | 0.00% | −66−12.3% | Reduced |
| WealthPlan Investment Management, LLC | 459 | $30.6K | 0.01% | −5,578−92.4% | Reduced |
| Washington Trust Advisors, Inc. | 444 | $29.6K | 0.00% | +40+9.9% | Added |
| Evermay Wealth Management LLC | 411 | $27.4K | 0.01% | +60+17.1% | Added |
| Acadian Asset Management LLC | 413 | $27.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 413 | $27.0K | 0.00% | +58+16.3% | Added |
| Eagle Bay Advisors LLC | 405 | $27.0K | 0.02% | +387+2,150.0% | Added |
| HM Payson & Co | 400 | $26.6K | 0.00% | −283−41.4% | Reduced |
| Gables Capital Management Inc. | 400 | $26.6K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 381 | $25.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 365 | $24.3K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 371 | $24.0K | 0.01% | +371 | New |
| Safeguard Financial, LLC | 354 | $23.0K | 0.01% | +354 | New |
| Allianz Asset Management GmbH | 342,513 | $22.8K | 0.00% | −2,540−0.7% | Reduced |
| Hexagon Capital Partners LLC | 335 | $22.3K | 0.01% | +2+0.6% | Added |