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, 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 | 1,086 | $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, 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 |
|---|---|---|---|---|---|
| City State Bank | 925 | $41.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 949 | $42.0K | 0.02% | +12+1.3% | Added |
| Headinvest, LLC | 1,013 | $43.8K | 0.01% | +1,013 | New |
| Hantz Financial Services, Inc. | 1,004 | $44.0K | 0.00% | −100−9.1% | Reduced |
| Systematic Alpha Investments, LLC | 1,000 | $44.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,004 | $44.4K | 0.00% | −80−7.4% | Reduced |
| American National Bank | 1,012 | $44.8K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $44.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 1,016 | $45.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,046 | $46.3K | 0.03% | +300+40.2% | Added |
| Westside Investment Management, Inc. | 1,052 | $46.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,082 | $47.9K | 0.01% | +840+347.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,097 | $48.5K | 0.01% | +93+9.3% | Added |
| Private Trust Co NA | 1,103 | $48.8K | 0.01% | +106+10.6% | Added |
| Capital Advisors, Ltd. LLC | 1,098 | $49.0K | 0.01% | +198+22.0% | Added |
| Rosenberg Matthew Hamilton | 1,136 | $50.3K | 0.02% | −28−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,269 | $56.2K | 0.00% | −206−14.0% | Reduced |
| Huntington National Bank | 1,292 | $57.2K | 0.00% | +302+30.5% | Added |
| Ostrum Asset Management | 1,385 | $61.3K | 0.01% | −2,912−67.8% | Reduced |
| Allworth Financial LP | 1,388 | $61.5K | 0.00% | −422−23.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,428 | $63.0K | 0.00% | −97−6.4% | Reduced |
| Impact Partnership Wealth, LLC | 1,434 | $63.5K | 0.02% | +219+18.0% | Added |
| Nemes Rush Group LLC | 1,449 | $64.1K | 0.01% | −872−37.6% | Reduced |
| Caz Investments LP | 1,500 | $66.0K | 0.19% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,519 | $67.2K | 0.01% | −2,154−58.6% | Reduced |
| Benjamin Edwards Inc | 1,611 | $71.0K | 0.02% | +49+3.1% | Added |
| Farther Finance Advisors, LLC | 1,668 | $73.8K | 0.01% | +402+31.8% | Added |
| EverSource Wealth Advisors, LLC | 1,689 | $74.7K | 0.01% | +25+1.5% | Added |
| Alta Advisers Ltd | 1,700 | $75.2K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,730 | $76.6K | 0.04% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,798 | $79.6K | 0.01% | +385+27.2% | Added |
| Ci Investments Inc. | 1,902 | $84.0K | 0.00% | +131+7.4% | Added |
| City Holding Co | 1,928 | $85.3K | 0.02% | −470−19.6% | Reduced |
| Spire Wealth Management | 1,987 | $88.0K | 0.00% | −174−8.1% | Reduced |
| Bokf, NA | 2,188 | $88.1K | 0.00% | −491−18.3% | Reduced |
| Advent Capital Management | 2,100 | $92.9K | 0.00% | +2,100 | New |
| Financial Perspectives, Inc | 2,145 | $94.9K | 0.04% | +395+22.6% | Added |
| Clearstead Advisors, LLC | 2,153 | $95.3K | 0.01% | −156−6.8% | Reduced |
| Delta Accumulation, LLC | 2,225 | $98.5K | 1.24% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,413 | $101.1K | 0.01% | +50+2.1% | Added |
| GWM Advisors LLC | 2,299 | $101.7K | 0.00% | −1,313−36.4% | Reduced |
| Kozak & Associates, Inc. | 2,330 | $102.1K | 0.04% | +85+3.8% | Added |
| Global Trust Asset Management, LLC | 2,463 | $109.0K | 0.05% | −217−8.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,488 | $110.1K | 0.00% | −190−7.1% | Reduced |
| First Horizon Advisors, Inc. | 2,630 | $116.4K | 0.00% | −1,199−31.3% | Reduced |
| Lazard Asset Management LLC | 2,669 | $117.0K | 0.00% | −329−11.0% | Reduced |
| Westpac Banking Corp | 2,716 | $120.2K | 0.01% | −32,293−92.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,750 | $122.0K | 0.06% | −250−8.3% | Reduced |
| Tyler-Stone Wealth Management | 2,748 | $122.0K | 0.07% | +100+3.8% | Added |
| Desjardins Global Asset Management Inc. | 2,880 | $127.5K | 0.01% | +2,880 | New |
| AdvisorNet Financial, Inc | 2,884 | $127.6K | 0.01% | −36−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,027 | $134.0K | 0.00% | −500−14.2% | Reduced |
| Bartlett & Co. LLC | 3,027 | $134.0K | 0.00% | −500−14.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,050 | $135.0K | 0.00% | +440+16.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,234 | $143.1K | 0.05% | +3,234 | New |
| Whittier Trust Co | 3,262 | $144.3K | 0.00% | −334−9.3% | Reduced |
| Venturi Wealth Management, LLC | 3,372 | $149.2K | 0.01% | −3−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,505 | $156.2K | 0.00% | +618+21.4% | Added |
| Boston Partners | 16,679 | $164.7K | 0.00% | +16,679 | New |
| UniSuper Management Pty Ltd | 3,800 | $168.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,861 | $170.9K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,063 | $179.8K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,912 | $200.8K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,563 | $202.0K | 0.00% | +318+7.5% | Added |
| Resources Investment Advisors, LLC. | 4,601 | $203.6K | 0.00% | +62+1.4% | Added |
| Forum Financial Management, LP | 4,603 | $203.7K | 0.00% | +618+15.5% | Added |
| IFP Advisors, Inc | 4,623 | $204.6K | 0.01% | −1,912−29.3% | Reduced |
| Kingsview Wealth Management, LLC | 4,650 | $205.8K | 0.01% | +58+1.3% | Added |
| Northeast Financial Consultants Inc | 4,730 | $209.3K | 0.01% | −1,915−28.8% | Reduced |
| Buckingham Strategic Partners | 4,736 | $209.6K | 0.01% | −693−12.8% | Reduced |
| Landscape Capital Management, L.L.C. | 4,781 | $211.6K | 0.03% | −4,811−50.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,786 | $211.8K | 0.02% | −190−3.8% | Reduced |
| EMC Capital Management | 4,900 | $214.0K | 0.16% | −8,709−64.0% | Reduced |
| Meeder Advisory Services, Inc. | 4,881 | $216.0K | 0.03% | −3,119−39.0% | Reduced |
| Bleakley Financial Group, LLC | 4,888 | $216.3K | 0.01% | −3,226−39.8% | Reduced |
| Sawtooth Solutions, LLC | 4,888 | $216.3K | 0.01% | −3,222−39.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,900 | $216.9K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,900 | $216.9K | 0.18% | +4,900 | New |
| Addison Capital Co | 4,945 | $218.0K | 0.17% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 4,933 | $218.3K | 0.00% | +933+23.3% | Added |
| Lido Advisors, LLC | 4,934 | $218.4K | 0.00% | +664+15.6% | Added |
| Western Wealth Management, LLC | 4,965 | $219.8K | 0.02% | −611−11.0% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $221.3K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,073 | $222.7K | 0.01% | −139−2.7% | Reduced |
| Sanders Morris Harris LLC | 5,120 | $223.1K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,044 | $223.2K | 0.01% | −133−2.6% | Reduced |
| Woodline Partners LP | 5,087 | $225.2K | 0.00% | +953+23.1% | Added |
| Wesbanco Bank Inc | 5,087 | $225.2K | 0.01% | +5,087 | New |
| Element Pointe Advisors, LLC | 5,089 | $225.2K | 0.07% | +153+3.1% | Added |
| Parallel Advisors, LLC | 5,143 | $227.6K | 0.01% | −643−11.1% | Reduced |
| WP Advisors, LLC | 5,181 | $229.3K | 0.10% | −142−2.7% | Reduced |
| Hillsdale Investment Management Inc. | 5,200 | $230.2K | 0.02% | −1,600−23.5% | Reduced |
| Sweet Financial Partners, LLC | 5,226 | $231.3K | 0.06% | +5,226 | New |
| Moser Wealth Advisors, LLC | 5,256 | $232.6K | 0.16% | +603+13.0% | Added |
| Pitti Group Wealth Management, LLC | 5,269 | $233.2K | 0.27% | +377+7.7% | Added |
| Cravens & Co Advisors, LLC | 5,306 | $234.8K | 0.22% | −203−3.7% | Reduced |
| Brinker Capital Investments, LLC | 5,323 | $235.6K | 0.00% | −4,264−44.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,323 | $235.6K | 0.00% | −4,264−44.5% | Reduced |
| Column Capital Advisors, LLC | 5,357 | $237.1K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,382 | $238.2K | 0.07% | 00.0% | Unchanged |