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 |
|---|---|---|---|---|---|
| Red Door Wealth Management, LLC | 5,404 | $239.2K | 0.06% | 00.0% | Unchanged |
| XR Securities LLC | 5,409 | $239.4K | 0.33% | +5,409 | New |
| Wetherby Asset Management Inc | 5,429 | $240.3K | 0.01% | −2,052−27.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,439 | $240.7K | 0.03% | +167+3.2% | Added |
| Atlas Capital Advisors LLC | 5,487 | $242.9K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,793 | $245.6K | 0.05% | −1,058−18.1% | Reduced |
| Signaturefd, LLC | 5,565 | $246.3K | 0.01% | −1,924−25.7% | Reduced |
| Carson Advisory Inc. | 5,585 | $247.2K | 0.22% | +507+10.0% | Added |
| Green Alpha Advisors, LLC | 5,591 | $247.5K | 0.19% | −6,963−55.5% | Reduced |
| New York Life Investment Management LLC | 5,626 | $249.0K | 0.00% | +528+10.4% | Added |
| Siemens Fonds Invest GmbH | 5,629 | $249.1K | 0.03% | −2,514−30.9% | Reduced |
| Cim Investment Mangement Inc | 5,630 | $249.2K | 0.09% | −122−2.1% | Reduced |
| Umb Bank N A | 5,643 | $249.8K | 0.00% | −1,085−16.1% | Reduced |
| Verus Capital Partners, LLC | 5,646 | $249.9K | 0.03% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,731 | $253.7K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,768 | $255.0K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,804 | $256.9K | 0.03% | −10−0.2% | Reduced |
| Private Portfolio Partners LLC | 5,826 | $257.9K | 0.07% | −143−2.4% | Reduced |
| BTC Capital Management, Inc. | 5,833 | $258.2K | 0.03% | −286−4.7% | Reduced |
| Azzad Asset Management Inc | 5,837 | $258.3K | 0.04% | +754+14.8% | Added |
| Nicholas Investment Partners, LP | 5,848 | $258.8K | 0.02% | +975+20.0% | Added |
| Lincoln National Corp | 5,939 | $262.9K | 0.01% | −2,310−28.0% | Reduced |
| Sandy Spring Bank | 5,975 | $264.5K | 0.01% | +5,140+615.6% | Added |
| Covenant Asset Management, LLC | 5,981 | $264.7K | 0.08% | −300−4.8% | Reduced |
| Synergy Financial Group, LTD | 6,007 | $265.9K | 0.37% | −96−1.6% | Reduced |
| Fairfield, Bush & Co. | 6,012 | $266.1K | 0.17% | −13,925−69.8% | Reduced |
| NewEdge Wealth, LLC | 6,028 | $266.8K | 0.01% | +6,028 | New |
| Hennion & Walsh Asset Management, Inc. | 6,104 | $270.2K | 0.02% | −3,260−34.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,915 | $272.0K | 0.01% | +1,871+46.3% | Added |
| Dynamic Advisor Solutions LLC | 6,148 | $272.1K | 0.01% | +2,146+53.6% | Added |
| Yousif Capital Management, LLC | 6,182 | $273.6K | 0.00% | +260+4.4% | Added |
| Viawealth, LLC | 6,192 | $274.1K | 0.20% | −1,375−18.2% | Reduced |
| Geneos Wealth Management Inc. | 6,225 | $275.5K | 0.01% | +30+0.5% | Added |
| Park Avenue Securities LLC | 6,269 | $277.0K | 0.00% | −14,612−70.0% | Reduced |
| Lazari Capital Management, Inc. | 6,267 | $277.4K | 0.17% | −642−9.3% | Reduced |
| Nilsine Partners, LLC | 6,324 | $279.9K | 0.04% | +45+0.7% | Added |
| American International Group, Inc. | 6,380 | $282.4K | 0.00% | −407−6.0% | Reduced |
| KRS Capital Management, LLC | 6,389 | $282.8K | 0.30% | −3,205−33.4% | Reduced |
| Parkwood LLC | 6,451 | $286.0K | 0.05% | −2,273−26.1% | Reduced |
| Agf Management Ltd | 6,508 | $288.0K | 0.00% | +6,508 | New |
| Bradley Foster & Sargent Inc | 4,332 | $288.4K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,547 | $289.8K | 0.01% | −503−7.1% | Reduced |
| WealthPlan Investment Management, LLC | 6,619 | $293.0K | 0.05% | +6,160+1,342.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,743 | $298.4K | 0.02% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 6,768 | $299.6K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,894 | $305.0K | 0.02% | +1,650+31.5% | Added |
| Brevan Howard Capital Management LP | 6,928 | $306.6K | 0.09% | +6,928 | New |
| CSS LLC | 7,000 | $309.8K | 0.03% | +7,000 | New |
| Baker Tilly Wealth Management, LLC | 7,031 | $311.2K | 0.05% | −13,523−65.8% | Reduced |
| Clark Capital Management Group, Inc. | 7,049 | $312.0K | 0.00% | +7,049 | New |
| CWM, LLC | 7,073 | $313.0K | 0.00% | −1,690−19.3% | Reduced |
| Salem Investment Counselors Inc | 7,181 | $317.8K | 0.01% | −1,085−13.1% | Reduced |
| Hoylecohen, LLC | 7,247 | $320.8K | 0.03% | −450−5.8% | Reduced |
| Oak Thistle LLC | 7,257 | $321.2K | 0.09% | +7,257 | New |
| RF&L Wealth Management, LLC | 7,275 | $322.0K | 0.30% | 00.0% | Unchanged |
| Summit Global Investments | 7,266 | $322.0K | 0.02% | +7,266 | New |
| Bryn Mawr Trust Co | 7,308 | $323.5K | 0.01% | −47−0.6% | Reduced |
| Moors & Cabot, Inc. | 7,315 | $323.8K | 0.02% | −538−6.9% | Reduced |
| Independent Advisor Alliance | 7,321 | $324.0K | 0.01% | −687−8.6% | Reduced |
| Apollon Wealth Management, LLC | 7,322 | $324.1K | 0.02% | +93+1.3% | Added |
| TD Waterhouse Canada Inc. | 7,240 | $324.8K | 0.00% | −1,142−13.6% | Reduced |
| Mutual Advisors, LLC | 7,381 | $326.7K | 0.01% | +1,109+17.7% | Added |
| Beacon Pointe Advisors, LLC | 7,444 | $329.5K | 0.00% | −223−2.9% | Reduced |
| Scotia Capital Inc. | 7,478 | $331.0K | 0.00% | +34+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,507 | $332.3K | 0.02% | +400+5.6% | Added |
| Key Client Fiduciary Advisors, LLC | 7,515 | $332.6K | 0.20% | −418−5.3% | Reduced |
| IHT Wealth Management, LLC | 7,554 | $334.3K | 0.02% | +279+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 7,557 | $334.5K | 0.00% | −517−6.4% | Reduced |
| Prospera Financial Services Inc | 7,576 | $335.3K | 0.01% | −1,321−14.8% | Reduced |
| Good Life Advisors, LLC | 7,576 | $335.3K | 0.04% | +2,046+37.0% | Added |
| Sunbelt Securities, Inc. | 7,637 | $338.0K | 0.05% | +652+9.3% | Added |
| Paloma Partners Management Co | 7,773 | $344.0K | 0.07% | +5,119+192.9% | Added |
| Ossiam | 7,850 | $347.4K | 0.01% | +424+5.7% | Added |
| Fund Management at Engine No. 1 LLC | 7,854 | $347.6K | 0.05% | +765+10.8% | Added |
| Perigon Wealth Management, LLC | 7,882 | $348.9K | 0.01% | −330−4.0% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $350.8K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,961 | $352.4K | 0.03% | −1,408−15.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 7,975 | $353.0K | 0.47% | −1,340−14.4% | Reduced |
| Angeles Investment Advisors, LLC | 7,998 | $354.0K | 0.03% | +7,998 | New |
| CenterBook Partners LP | 8,104 | $358.7K | 0.04% | +8,104 | New |
| Mizuho Securities Co. Ltd. | 8,150 | $360.7K | 1.68% | −9,230−53.1% | Reduced |
| Advisor Partners II, LLC | 8,154 | $360.9K | 0.01% | +326+4.2% | Added |
| Octavia Wealth Advisors, LLC | 8,199 | $362.9K | 0.07% | +1,011+14.1% | Added |
| Interchange Capital Partners, LLC | 8,215 | $363.6K | 0.29% | +551+7.2% | Added |
| Financial Advocates Investment Management | 8,362 | $370.1K | 0.03% | +910+12.2% | Added |
| Inceptionr LLC | 8,412 | $372.3K | 0.21% | +5,137+156.9% | Added |
| Westwood Wealth Management | 8,470 | $374.9K | 0.29% | −530−5.9% | Reduced |
| XTX Topco Ltd | 8,474 | $375.1K | 0.06% | +8,474 | New |
| Los Angeles Capital Management LLC | 8,621 | $381.6K | 0.00% | −32,546−79.1% | Reduced |
| Vetamer Capital Management, L.P. | 8,669 | $383.7K | 0.71% | −4,520−34.3% | Reduced |
| Spark Investment Management LLC | 8,700 | $385.1K | 2.23% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 8,811 | $390.0K | 0.28% | −306−3.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,824 | $390.6K | 0.03% | −3,681−29.4% | Reduced |
| Gilbert & Cook, Inc. | 8,853 | $391.8K | 0.06% | +8,853 | New |
| Miracle Mile Advisors, LLC | 8,870 | $392.6K | 0.01% | −639−6.7% | Reduced |
| We Are One Seven, LLC | 8,912 | $394.4K | 0.03% | −84−0.9% | Reduced |
| CFM Wealth Partners LLC | 8,948 | $396.0K | 0.10% | −10,638−54.3% | Reduced |
| Forte Capital LLC | 8,960 | $396.6K | 0.06% | −69,860−88.6% | Reduced |
| Davenport & Co LLC | 8,972 | $397.1K | 0.00% | −377−4.0% | Reduced |
| Banque Pictet & Cie SA | 9,011 | $398.8K | 0.00% | 00.0% | Unchanged |