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, 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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 8,474 | $375.1K | 0.06% | +8,474 | New |
| Westwood Wealth Management | 8,470 | $374.9K | 0.29% | −530−5.9% | Reduced |
| Inceptionr LLC | 8,412 | $372.3K | 0.21% | +5,137+156.9% | Added |
| Financial Advocates Investment Management | 8,362 | $370.1K | 0.03% | +910+12.2% | Added |
| Interchange Capital Partners, LLC | 8,215 | $363.6K | 0.29% | +551+7.2% | Added |
| Octavia Wealth Advisors, LLC | 8,199 | $362.9K | 0.07% | +1,011+14.1% | Added |
| Advisor Partners II, LLC | 8,154 | $360.9K | 0.01% | +326+4.2% | Added |
| Mizuho Securities Co. Ltd. | 8,150 | $360.7K | 1.68% | −9,230−53.1% | Reduced |
| CenterBook Partners LP | 8,104 | $358.7K | 0.04% | +8,104 | New |
| Angeles Investment Advisors, LLC | 7,998 | $354.0K | 0.03% | +7,998 | New |
| White Knight Strategic Wealth Advisors, LLC | 7,975 | $353.0K | 0.47% | −1,340−14.4% | Reduced |
| Regal Investment Advisors LLC | 7,961 | $352.4K | 0.03% | −1,408−15.0% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $350.8K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,882 | $348.9K | 0.01% | −330−4.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,854 | $347.6K | 0.05% | +765+10.8% | Added |
| Ossiam | 7,850 | $347.4K | 0.01% | +424+5.7% | Added |
| Paloma Partners Management Co | 7,773 | $344.0K | 0.07% | +5,119+192.9% | Added |
| Sunbelt Securities, Inc. | 7,637 | $338.0K | 0.05% | +652+9.3% | Added |
| Good Life Advisors, LLC | 7,576 | $335.3K | 0.04% | +2,046+37.0% | Added |
| Prospera Financial Services Inc | 7,576 | $335.3K | 0.01% | −1,321−14.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,557 | $334.5K | 0.00% | −517−6.4% | Reduced |
| IHT Wealth Management, LLC | 7,554 | $334.3K | 0.02% | +279+3.8% | Added |
| Key Client Fiduciary Advisors, LLC | 7,515 | $332.6K | 0.20% | −418−5.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,507 | $332.3K | 0.02% | +400+5.6% | Added |
| Scotia Capital Inc. | 7,478 | $331.0K | 0.00% | +34+0.5% | Added |
| Beacon Pointe Advisors, LLC | 7,444 | $329.5K | 0.00% | −223−2.9% | Reduced |
| Mutual Advisors, LLC | 7,381 | $326.7K | 0.01% | +1,109+17.7% | Added |
| TD Waterhouse Canada Inc. | 7,240 | $324.8K | 0.00% | −1,142−13.6% | Reduced |
| Apollon Wealth Management, LLC | 7,322 | $324.1K | 0.02% | +93+1.3% | Added |
| Independent Advisor Alliance | 7,321 | $324.0K | 0.01% | −687−8.6% | Reduced |
| Moors & Cabot, Inc. | 7,315 | $323.8K | 0.02% | −538−6.9% | Reduced |
| Bryn Mawr Trust Co | 7,308 | $323.5K | 0.01% | −47−0.6% | Reduced |
| Summit Global Investments | 7,266 | $322.0K | 0.02% | +7,266 | New |
| RF&L Wealth Management, LLC | 7,275 | $322.0K | 0.30% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,257 | $321.2K | 0.09% | +7,257 | New |
| Hoylecohen, LLC | 7,247 | $320.8K | 0.03% | −450−5.8% | Reduced |
| Salem Investment Counselors Inc | 7,181 | $317.8K | 0.01% | −1,085−13.1% | Reduced |
| CWM, LLC | 7,073 | $313.0K | 0.00% | −1,690−19.3% | Reduced |
| Clark Capital Management Group, Inc. | 7,049 | $312.0K | 0.00% | +7,049 | New |
| Baker Tilly Wealth Management, LLC | 7,031 | $311.2K | 0.05% | −13,523−65.8% | Reduced |
| CSS LLC | 7,000 | $309.8K | 0.03% | +7,000 | New |
| Brevan Howard Capital Management LP | 6,928 | $306.6K | 0.09% | +6,928 | New |
| Banque Cantonale Vaudoise | 6,894 | $305.0K | 0.02% | +1,650+31.5% | Added |
| Tran Capital Management, L.P. | 6,768 | $299.6K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,743 | $298.4K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 6,619 | $293.0K | 0.05% | +6,160+1,342.0% | Added |
| Boston Private Wealth LLC | 6,547 | $289.8K | 0.01% | −503−7.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,332 | $288.4K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 6,508 | $288.0K | 0.00% | +6,508 | New |
| Parkwood LLC | 6,451 | $286.0K | 0.05% | −2,273−26.1% | Reduced |
| KRS Capital Management, LLC | 6,389 | $282.8K | 0.30% | −3,205−33.4% | Reduced |
| American International Group, Inc. | 6,380 | $282.4K | 0.00% | −407−6.0% | Reduced |
| Nilsine Partners, LLC | 6,324 | $279.9K | 0.04% | +45+0.7% | Added |
| Lazari Capital Management, Inc. | 6,267 | $277.4K | 0.17% | −642−9.3% | Reduced |
| Park Avenue Securities LLC | 6,269 | $277.0K | 0.00% | −14,612−70.0% | Reduced |
| Geneos Wealth Management Inc. | 6,225 | $275.5K | 0.01% | +30+0.5% | Added |
| Viawealth, LLC | 6,192 | $274.1K | 0.20% | −1,375−18.2% | Reduced |
| Yousif Capital Management, LLC | 6,182 | $273.6K | 0.00% | +260+4.4% | Added |
| Dynamic Advisor Solutions LLC | 6,148 | $272.1K | 0.01% | +2,146+53.6% | Added |
| Crossmark Global Holdings, Inc. | 5,915 | $272.0K | 0.01% | +1,871+46.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,104 | $270.2K | 0.02% | −3,260−34.8% | Reduced |
| NewEdge Wealth, LLC | 6,028 | $266.8K | 0.01% | +6,028 | New |
| Fairfield, Bush & Co. | 6,012 | $266.1K | 0.17% | −13,925−69.8% | Reduced |
| Synergy Financial Group, LTD | 6,007 | $265.9K | 0.37% | −96−1.6% | Reduced |
| Covenant Asset Management, LLC | 5,981 | $264.7K | 0.08% | −300−4.8% | Reduced |
| Sandy Spring Bank | 5,975 | $264.5K | 0.01% | +5,140+615.6% | Added |
| Lincoln National Corp | 5,939 | $262.9K | 0.01% | −2,310−28.0% | Reduced |
| Nicholas Investment Partners, LP | 5,848 | $258.8K | 0.02% | +975+20.0% | Added |
| Azzad Asset Management Inc | 5,837 | $258.3K | 0.04% | +754+14.8% | Added |
| BTC Capital Management, Inc. | 5,833 | $258.2K | 0.03% | −286−4.7% | Reduced |
| Private Portfolio Partners LLC | 5,826 | $257.9K | 0.07% | −143−2.4% | Reduced |
| Capital Investment Advisory Services, LLC | 5,804 | $256.9K | 0.03% | −10−0.2% | Reduced |
| Cigna Investments Inc | 5,768 | $255.0K | 0.06% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,731 | $253.7K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,646 | $249.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 5,643 | $249.8K | 0.00% | −1,085−16.1% | Reduced |
| Cim Investment Mangement Inc | 5,630 | $249.2K | 0.09% | −122−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 5,629 | $249.1K | 0.03% | −2,514−30.9% | Reduced |
| New York Life Investment Management LLC | 5,626 | $249.0K | 0.00% | +528+10.4% | Added |
| Green Alpha Advisors, LLC | 5,591 | $247.5K | 0.19% | −6,963−55.5% | Reduced |
| Carson Advisory Inc. | 5,585 | $247.2K | 0.22% | +507+10.0% | Added |
| Signaturefd, LLC | 5,565 | $246.3K | 0.01% | −1,924−25.7% | Reduced |
| Y.D. More Investments Ltd | 4,793 | $245.6K | 0.05% | −1,058−18.1% | Reduced |
| Atlas Capital Advisors LLC | 5,487 | $242.9K | 0.04% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,439 | $240.7K | 0.03% | +167+3.2% | Added |
| Wetherby Asset Management Inc | 5,429 | $240.3K | 0.01% | −2,052−27.4% | Reduced |
| XR Securities LLC | 5,409 | $239.4K | 0.33% | +5,409 | New |
| Red Door Wealth Management, LLC | 5,404 | $239.2K | 0.06% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,382 | $238.2K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5,357 | $237.1K | 0.03% | 00.0% | Unchanged |
| 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 |
| Cravens & Co Advisors, LLC | 5,306 | $234.8K | 0.22% | −203−3.7% | Reduced |
| Pitti Group Wealth Management, LLC | 5,269 | $233.2K | 0.27% | +377+7.7% | Added |
| Moser Wealth Advisors, LLC | 5,256 | $232.6K | 0.16% | +603+13.0% | Added |
| Sweet Financial Partners, LLC | 5,226 | $231.3K | 0.06% | +5,226 | New |
| Hillsdale Investment Management Inc. | 5,200 | $230.2K | 0.02% | −1,600−23.5% | Reduced |
| WP Advisors, LLC | 5,181 | $229.3K | 0.10% | −142−2.7% | Reduced |
| Parallel Advisors, LLC | 5,143 | $227.6K | 0.01% | −643−11.1% | Reduced |
| Element Pointe Advisors, LLC | 5,089 | $225.2K | 0.07% | +153+3.1% | Added |