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Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in Block, Inc. as of Sep 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
889
−71 vs. Q2 2023
Shares held
371.5M
−9.82M (−2.6%) vs. Q2 2023
Total value
$16.5B
−$8.90B (−35.1%) vs. Q2 2023
New holders
92
290 more added
Sold out
163
332 more reduced

10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 889 institutions
Q1 2021: 1,301 institutionsQ2 2021: 1,356 institutionsQ3 2021: 1,384 institutionsQ4 2021: 1,368 institutionsQ1 2022: 1,251 institutionsQ2 2022: 1,031 institutionsQ3 2022: 973 institutionsQ4 2022: 1,008 institutionsQ1 2023: 997 institutionsQ2 2023: 970 institutionsQ3 2023: 889 institutionsQ4 2023: 1,032 institutionsQ1 2024: 1,071 institutionsQ2 2024: 1,002 institutionsQ3 2024: 990 institutionsQ4 2024: 1,140 institutionsQ1 2025: 1,014 institutionsQ2 2025: 990 institutionsQ3 2025: 1,034 institutionsQ4 2025: 1,031 institutionsQ1 2026: 994 institutionsQ2 2026: 1,085 institutions
Value heldQ3 2023: $16.5B
Q1 2021: $66.1BQ2 2021: $71.9BQ3 2021: $74.8BQ4 2021: $51.6BQ1 2022: $50.0BQ2 2022: $22.8BQ3 2022: $20.1BQ4 2022: $24.2BQ1 2023: $27.2BQ2 2023: $25.4BQ3 2023: $16.5BQ4 2023: $29.7BQ1 2024: $32.5BQ2 2024: $24.9BQ3 2024: $25.8BQ4 2024: $33.9BQ1 2025: $21.8BQ2 2025: $28.1BQ3 2025: $31.5BQ4 2025: $28.3BQ1 2026: $25.8BQ2 2026: $33.6B
Institutions holding XYZ and their total value by quarter
QuarterHoldersValue
Q2 20261,085$33.6B
Q1 2026994$25.8B
Q4 20251,031$28.3B
Q3 20251,034$31.5B
Q2 2025990$28.1B
Q1 20251,014$21.8B
Q4 20241,140$33.9B
Q3 2024990$25.8B
Q2 20241,002$24.9B
Q1 20241,071$32.5B
Q4 20231,032$29.7B
Q3 2023889$16.5B
Q2 2023970$25.4B
Q1 2023997$27.2B
Q4 20221,008$24.2B
Q3 2022973$20.1B
Q2 20221,031$22.8B
Q1 20221,251$50.0B
Q4 20211,368$51.6B
Q3 20211,384$74.8B
Q2 20211,356$71.9B
Q1 20211,301$66.1B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q2 2023.

Institutions holding XYZ in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Migdal Insurance & Financial Holdings Ltd.9$00.00%−102−91.9%Reduced
Financial Management Professionals, Inc.4$00.00%00.0%Unchanged
Roble, Belko & Company, Inc4$00.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$440.00%00.0%Unchanged
AllSquare Wealth Management LLC1$440.00%00.0%Unchanged
Macroview Investment Management LLC2$890.00%+2New
Atwood & Palmer Inc3$1330.00%−597−99.5%Reduced
Gs Investments, Inc.4$1770.00%00.0%Unchanged
New Millennium Group LLC4$1770.00%00.0%Unchanged
Buck Wealth Strategies, LLC4$1770.00%00.0%Unchanged
Laurel Wealth Advisors LLC4$1780.00%+4New
Robbins Farley LLC5$2220.00%00.0%Unchanged
Pacific Center for Financial Services5$2220.00%+5New
DHJJ Financial Advisors, Ltd.5$2220.00%+5New
Atticus Wealth Management, LLC7$3100.00%−304−97.7%Reduced
Retirement Group, LLC8$3540.00%−16−66.7%Reduced
Rocky Mountain Advisers, LLC8$3540.00%00.0%Unchanged
Thompson Investment Management, Inc.8$3540.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC9$3990.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$4430.00%00.0%Unchanged
Investors Research Corp10$4430.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC11$4870.00%+11New
Legacy Financial Group LLC11$4870.00%+11New
GHP Investment Advisors, Inc.14$6050.00%00.0%Unchanged
JJJ Advisors Inc.15$6640.00%00.0%Unchanged
Citizens National Bank Trust Department15$6640.00%00.0%Unchanged
Delos Wealth Advisors, LLC12$6920.00%00.0%Unchanged
Baker Avenue Asset Management, LP16$7080.00%−10,543−99.8%Reduced
Aspire Private Capital, LLC17$7520.00%00.0%Unchanged
Bogart Wealth, LLC18$7970.00%00.0%Unchanged
MV Capital Management, Inc.22$9740.00%00.0%Unchanged
Ronald Blue Trust, Inc.22$1.00K0.00%−110−83.3%Reduced
Avion Wealth25$1.00K0.00%−16−39.0%Reduced
GW&K Investment Management, LLC19$1.00K0.00%00.0%Unchanged
CGC Financial Services, LLC25$1.11K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC26$1.15K0.00%−8−23.5%Reduced
Carmichael Hill & Associates, Inc.26$1.15K0.00%00.0%Unchanged
Zions Bancorporation, N.A.27$1.20K0.00%−98−78.4%Reduced
Tacita Capital Inc28$1.24K0.00%00.0%Unchanged
Lee Financial Co28$1.24K0.00%00.0%Unchanged
SJS Investment Consulting Inc.29$1.28K0.00%+2+7.4%Added
Wolff Wiese Magana LLC30$1.33K0.00%−17−36.2%Reduced
Glass Jacobson Investment Advisors llc30$1.33K0.00%00.0%Unchanged
Annapolis Financial Services, LLC30$1.33K0.00%+30New
Raffa Wealth Management, LLC32$1.42K0.00%00.0%Unchanged
Gradient Investments LLC34$1.50K0.00%−100−74.6%Reduced
Belmont Capital, LLC34$1.50K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC34$1.50K0.00%+34New
Tompkins Financial Corp35$1.55K0.00%00.0%Unchanged
Bellevue Asset Management, LLC36$1.59K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC36$1.59K0.00%00.0%Unchanged
Montag A & Associates Inc37$1.64K0.00%00.0%Unchanged
Cornerstone Planning Group LLC37$1.64K0.00%+37New
Perkins Coie Trust Co39$1.73K0.00%+39New
Cedar Wealth Management, LLC40$1.77K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd41$1.81K0.00%00.0%Unchanged
Versant Capital Management, Inc41$1.81K0.00%+16+64.0%Added
Activest Wealth Management42$1.86K0.00%+42New
Hartford Financial Management Inc.43$1.90K0.00%00.0%Unchanged
Global Wealth Strategies & Associates46$2.04K0.00%00.0%Unchanged
JNBA Financial Advisors47$2.08K0.00%00.0%Unchanged
Heritage Wealth Advisors49$2.17K0.00%00.0%Unchanged
Antonetti Capital Management LLC50$2.21K0.00%00.0%Unchanged
Oakworth Capital, Inc.50$2.21K0.00%00.0%Unchanged
Barrett & Company, Inc.50$2.21K0.00%00.0%Unchanged
Orion Capital Management LLC50$2.21K0.00%+50New
Provenance Wealth Advisors, LLC50$2.21K0.00%+50New
Pflug Koory, LLC57$2.52K0.00%00.0%Unchanged
Flaharty Asset Management, LLC57$2.52K0.00%+57New
Kelly Financial Services LLC59$2.61K0.00%−41−41.0%Reduced
Webster Bank, N. A.65$2.88K0.00%00.0%Unchanged
Park Place Capital Corp67$2.96K0.00%−1,039−93.9%Reduced
TSFG, LLC60$3.00K0.00%00.0%Unchanged
Caldwell Trust Co69$3.05K0.00%00.0%Unchanged
Islay Capital Management, LLC70$3.10K0.00%00.0%Unchanged
Clean Yield Group70$3.27K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.75$3.32K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC87$3.50K0.00%00.0%Unchanged
Highline Wealth Partners LLC80$3.54K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC84$3.73K0.00%00.0%Unchanged
Center for Financial Planning, Inc.85$3.76K0.00%00.0%Unchanged
Toth Financial Advisory Corp90$3.98K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC100$4.00K0.00%00.0%Unchanged
PrairieView Partners, LLC102$4.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.93$4.12K0.00%−3,954−97.7%Reduced
Concord Wealth Partners95$4.21K0.00%−94−49.7%Reduced
Turim 21 Investimentos Ltda.95$4.21K0.00%00.0%Unchanged
Archer Investment Corp97$4.29K0.00%00.0%Unchanged
Financial Freedom, LLC97$4.29K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.98$4.34K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP100$4.40K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.100$4.43K0.00%−200−66.7%Reduced
Chilton Capital Management LLC100$4.43K0.00%00.0%Unchanged
Silicon Valley Capital Partners100$4.43K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.100$4.43K0.00%00.0%Unchanged
Colonial Trust Co100$4.43K0.00%00.0%Unchanged
Nordwand Advisors, LLC100$4.43K0.00%00.0%Unchanged
PFS Partners, LLC100$4.43K0.00%+50+100.0%Added
Carmel Capital Partners, LLC101$4.47K0.00%00.0%Unchanged
West Tower Group, LLC101$4.47K0.00%+101New