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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 325 | $21.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 319 | $21.2K | 0.00% | −59−15.6% | Reduced |
| Atticus Wealth Management, LLC | 311 | $20.7K | 0.01% | −75−19.4% | Reduced |
| Coastal Capital Group, Inc. | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 300 | $20.0K | 0.01% | +100+50.0% | Added |
| Global Financial Private Client, LLC | 300 | $19.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 295 | $19.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 293 | $19.5K | 0.00% | +285+3,562.5% | Added |
| Lowe Wealth Advisors, LLC | 285 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 283 | $18.8K | 0.01% | +283 | New |
| Sound Income Strategies, LLC | 268 | $17.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 276 | $17.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 261 | $16.9K | 0.00% | +261 | New |
| Stephens Consulting, LLC | 250 | $16.6K | 0.01% | −400−61.5% | Reduced |
| Spotlight Asset Group, Inc. | 250 | $16.6K | 0.01% | +250 | New |
| Sutton Wealth Advisors Inc. | 246 | $16.4K | 0.01% | +146+146.0% | Added |
| Beacon Capital Management, LLC | 244 | $16.2K | 0.00% | +10+4.3% | Added |
| NewSquare Capital LLC | 242 | $16.1K | 0.00% | −103−29.9% | Reduced |
| Bell Investment Advisors, Inc | 233 | $15.5K | 0.00% | −106−31.3% | Reduced |
| Parkside Financial Bank & Trust | 231 | $15.4K | 0.00% | −406−63.7% | Reduced |
| Capital Analysts, LLC | 226 | $15.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 221 | $14.7K | 0.00% | −21−8.7% | Reduced |
| Tradewinds Capital Management, LLC | 211 | $14.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 220 | $14.0K | 0.00% | −11−4.8% | Reduced |
| Covestor Ltd | 204 | $14.0K | 0.01% | −1−0.5% | Reduced |
| Pittenger & Anderson Inc | 200 | $13.3K | 0.00% | −1,425−87.7% | Reduced |
| IAG Wealth Partners, LLC | 200 | $13.3K | 0.00% | −200−50.0% | Reduced |
| Country Trust Bank | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 198 | $13.2K | 0.00% | −110−35.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 189 | $12.6K | 0.00% | +44+30.3% | Added |
| Proequities, Inc. | 189 | $12.6K | 0.00% | −35−15.6% | Reduced |
| Key Financial Inc | 187 | $12.4K | 0.00% | +10+5.6% | Added |
| Earnest Partners LLC | 186 | $12.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $12.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 185 | $12.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $12.3K | 0.00% | −247−55.3% | Reduced |
| Grove Bank & Trust | 183 | $12.2K | 0.00% | −9−4.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 193 | $12.0K | 0.01% | −40−17.2% | Reduced |
| Abound Wealth Management | 179 | $11.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 158 | $10.5K | 0.00% | +1+0.6% | Added |
| HBC Financial Services, PLLC | 240 | $10.0K | 0.01% | +4+1.7% | Added |
| Optimum Investment Advisors | 150 | $9.99K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $9.99K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 142 | $9.45K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 136 | $9.05K | 0.01% | +136 | New |
| Ronald Blue Trust, Inc. | 132 | $9.00K | 0.00% | −124−48.4% | Reduced |
| Colonial Trust Advisors | 135 | $8.99K | 0.00% | −10−6.9% | Reduced |
| WR Wealth Planners, LLC | 134 | $8.92K | 0.00% | −20−13.0% | Reduced |
| Gradient Investments LLC | 134 | $8.92K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 133 | $8.85K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 128 | $8.52K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 126 | $8.39K | 0.00% | −200−61.3% | Reduced |
| Zions Bancorporation, N.A. | 125 | $8.32K | 0.00% | −113−47.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 125 | $8.32K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 135 | $8.00K | 0.00% | −132−49.4% | Reduced |
| BerganKDV Wealth Management, LLC | 116 | $7.72K | 0.00% | −47−28.8% | Reduced |
| Lam Group, Inc. | 116 | $7.72K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 115 | $7.66K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 111 | $7.39K | 0.00% | +111 | New |
| Liberty One Investment Management, LLC | 110 | $7.32K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 106 | $7.06K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $7.00K | 0.00% | −125−53.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 102 | $6.79K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 102 | $6.79K | 0.00% | +102 | New |
| Carmel Capital Partners, LLC | 101 | $6.72K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 100 | $6.66K | 0.01% | +100 | New |
| Financial Synergies Wealth Advisors, Inc. | 98 | $6.52K | 0.00% | −22−18.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 98 | $6.52K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 97 | $6.46K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 97 | $6.46K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 95 | $6.32K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 95 | $6.32K | 0.00% | +95 | New |
| PrairieView Partners, LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 90 | $5.99K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $5.79K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 86 | $5.72K | 0.00% | −107−55.4% | Reduced |
| Center for Financial Planning, Inc. | 85 | $5.66K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 84 | $5.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $5.59K | 0.00% | −210−71.4% | Reduced |
| Lumature Wealth Partners, LLC | 80 | $5.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 80 | $5.33K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 79 | $5.26K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 75 | $4.99K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 75 | $4.99K | 0.00% | +75 | New |
| Disciplined Investments, LLC | 72 | $4.79K | 0.00% | +3+4.3% | Added |
| Clean Yield Group | 70 | $4.66K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $4.66K | 0.00% | 00.0% | Unchanged |