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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,085 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 102 | $4.51K | 0.00% | −87−46.0% | Reduced |
| Hoertkorn Richard Charles | 102 | $4.51K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 106 | $4.69K | 0.00% | −4,156−97.5% | Reduced |
| Blume Capital Management, Inc. | 106 | $4.69K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 109 | $4.82K | 0.00% | −24−18.0% | Reduced |
| Parkside Financial Bank & Trust | 110 | $4.87K | 0.00% | −121−52.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 112 | $4.96K | 0.00% | +14+14.3% | Added |
| VitalStone Financial, LLC | 105 | $5.00K | 0.00% | −30−22.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 115 | $5.09K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 116 | $5.13K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 125 | $5.53K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 126 | $5.58K | 0.00% | +16+14.5% | Added |
| North Star Investment Management Corp. | 128 | $5.67K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 134 | $5.93K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $5.97K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 136 | $6.02K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 142 | $6.29K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 146 | $6.46K | 0.01% | +146 | New |
| Optimum Investment Advisors | 150 | $6.64K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $6.64K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 158 | $6.99K | 0.00% | 00.0% | Unchanged |
| Tobam | 169 | $7.00K | 0.00% | −314−65.0% | Reduced |
| HBC Financial Services, PLLC | 240 | $7.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 159 | $7.04K | 0.00% | +75+89.3% | Added |
| Prestige Wealth Management Group LLC | 165 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $7.35K | 0.00% | −67−28.8% | Reduced |
| Abound Wealth Management | 179 | $7.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 185 | $8.17K | 0.00% | −76−29.1% | Reduced |
| Albion Financial Group | 185 | $8.19K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $8.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 187 | $8.28K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $8.85K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $8.85K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 203 | $9.00K | 0.01% | −1−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 208 | $9.21K | 0.00% | −38−15.4% | Reduced |
| Tradewinds Capital Management, LLC | 211 | $9.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $9.34K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 218 | $9.65K | 0.00% | −187−46.2% | Reduced |
| Itau Unibanco Holding S.A. | 220 | $9.74K | 0.00% | −1−0.5% | Reduced |
| Capital Analysts, LLC | 226 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $10.2K | 0.00% | −181−44.0% | Reduced |
| JFS Wealth Advisors, LLC | 237 | $10.5K | 0.00% | +39+19.7% | Added |
| West Michigan Advisors, LLC | 249 | $11.0K | 0.01% | +249 | New |
| McIlrath & Eck, LLC | 250 | $11.1K | 0.00% | −69−21.6% | Reduced |
| Spotlight Asset Group, Inc. | 250 | $11.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 263 | $11.6K | 0.00% | −5−1.9% | Reduced |
| New England Capital Financial Advisors LLC | 265 | $11.7K | 0.01% | +80+43.2% | Added |
| Lowe Wealth Advisors, LLC | 285 | $12.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 295 | $13.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 298 | $13.2K | 0.00% | +115+62.8% | Added |
| True Wealth Design, LLC | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 325 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 318 | $15.0K | 0.01% | +125+64.8% | Added |
| Armstrong Advisory Group, Inc | 350 | $15.5K | 0.00% | −120−25.5% | Reduced |
| Valley National Advisers Inc | 354 | $16.0K | 0.00% | −219−38.2% | Reduced |
| Asset Dedication, LLC | 413 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 365 | $16.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 244 | $16.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 393 | $17.4K | 0.00% | +100+34.1% | Added |
| HM Payson & Co | 400 | $17.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 413 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 424 | $18.0K | 0.01% | +53+14.3% | Added |
| NBC Securities, Inc. | 428 | $18.0K | 0.00% | +428 | New |
| Washington Trust Advisors, Inc. | 444 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 450 | $20.0K | 0.00% | −550−55.0% | Reduced |
| Quent Capital, LLC | 456 | $20.2K | 0.00% | −2,845−86.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 487 | $21.6K | 0.01% | +361+286.5% | Added |
| Ofi Invest Asset Management | 518 | $21.7K | 0.00% | +518 | New |
| Focused Wealth Management, Inc | 497 | $22.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 501 | $22.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 505 | $22.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 512 | $22.7K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 515 | $22.8K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 523 | $23.1K | 0.01% | +247+89.5% | Added |
| GPS Wealth Strategies Group, LLC | 526 | $23.3K | 0.00% | +48+10.0% | Added |
| McClarren Financial Advisors, Inc. | 585 | $25.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 570 | $25.2K | 0.00% | −116−16.9% | Reduced |
| Hoey Investments, Inc | 575 | $25.4K | 0.01% | −10−1.7% | Reduced |
| Manchester Capital Management LLC | 588 | $26.0K | 0.00% | −582−49.7% | Reduced |
| HHM Wealth Advisors, LLC | 590 | $26.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 591 | $26.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $26.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 619 | $27.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 635 | $28.1K | 0.01% | +300+89.6% | Added |
| Quadrant Capital Group LLC | 654 | $28.9K | 0.00% | −568−46.5% | Reduced |
| Highlander Capital Management, LLC | 662 | $29.0K | 0.01% | +62+10.3% | Added |
| Front Row Advisors LLC | 676 | $29.9K | 0.01% | +675+67,500.0% | Added |
| Twin Lakes Capital Management, LLC | 679 | $30.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 685 | $30.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 708 | $31.3K | 0.00% | −9,930−93.3% | Reduced |
| Larson Financial Group LLC | 728 | $32.2K | 0.00% | +202+38.4% | Added |
| Tradition Wealth Management, LLC | 740 | $33.0K | 0.00% | −109−12.8% | Reduced |
| Quarry LP | 772 | $34.2K | 0.02% | +489+172.8% | Added |
| Creative Financial Designs Inc | 830 | $36.7K | 0.00% | −30−3.5% | Reduced |
| Ancora Advisors, LLC | 900 | $39.8K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 915 | $40.5K | 0.01% | +5+0.5% | Added |