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 |
|---|---|---|---|---|---|
| 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 |
| Freestone Capital Holdings, LLC | 5,044 | $223.2K | 0.01% | −133−2.6% | Reduced |
| Sanders Morris Harris LLC | 5,120 | $223.1K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,073 | $222.7K | 0.01% | −139−2.7% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $221.3K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,965 | $219.8K | 0.02% | −611−11.0% | Reduced |
| Lido Advisors, LLC | 4,934 | $218.4K | 0.00% | +664+15.6% | Added |
| La Banque Postale Asset Management SA | 4,933 | $218.3K | 0.00% | +933+23.3% | Added |
| Addison Capital Co | 4,945 | $218.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| 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 |
| Meeder Advisory Services, Inc. | 4,881 | $216.0K | 0.03% | −3,119−39.0% | Reduced |
| EMC Capital Management | 4,900 | $214.0K | 0.16% | −8,709−64.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,786 | $211.8K | 0.02% | −190−3.8% | Reduced |
| Landscape Capital Management, L.L.C. | 4,781 | $211.6K | 0.03% | −4,811−50.2% | Reduced |
| Buckingham Strategic Partners | 4,736 | $209.6K | 0.01% | −693−12.8% | Reduced |
| Northeast Financial Consultants Inc | 4,730 | $209.3K | 0.01% | −1,915−28.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,650 | $205.8K | 0.01% | +58+1.3% | Added |
| IFP Advisors, Inc | 4,623 | $204.6K | 0.01% | −1,912−29.3% | Reduced |
| Forum Financial Management, LP | 4,603 | $203.7K | 0.00% | +618+15.5% | Added |
| Resources Investment Advisors, LLC. | 4,601 | $203.6K | 0.00% | +62+1.4% | Added |
| Savant Capital, LLC | 4,563 | $202.0K | 0.00% | +318+7.5% | Added |
| Virtue Capital Management, LLC | 2,912 | $200.8K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,063 | $179.8K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,861 | $170.9K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,800 | $168.2K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 16,679 | $164.7K | 0.00% | +16,679 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,505 | $156.2K | 0.00% | +618+21.4% | Added |
| Venturi Wealth Management, LLC | 3,372 | $149.2K | 0.01% | −3−0.1% | Reduced |
| Whittier Trust Co | 3,262 | $144.3K | 0.00% | −334−9.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,234 | $143.1K | 0.05% | +3,234 | New |
| Edmond de Rothschild Holding S.A. | 3,050 | $135.0K | 0.00% | +440+16.9% | Added |
| Bartlett & Co. LLC | 3,027 | $134.0K | 0.00% | −500−14.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,027 | $134.0K | 0.00% | −500−14.2% | Reduced |
| AdvisorNet Financial, Inc | 2,884 | $127.6K | 0.01% | −36−1.2% | Reduced |
| Desjardins Global Asset Management Inc. | 2,880 | $127.5K | 0.01% | +2,880 | New |
| 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 |
| Westpac Banking Corp | 2,716 | $120.2K | 0.01% | −32,293−92.2% | Reduced |
| Lazard Asset Management LLC | 2,669 | $117.0K | 0.00% | −329−11.0% | Reduced |
| First Horizon Advisors, Inc. | 2,630 | $116.4K | 0.00% | −1,199−31.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,488 | $110.1K | 0.00% | −190−7.1% | Reduced |
| Global Trust Asset Management, LLC | 2,463 | $109.0K | 0.05% | −217−8.1% | Reduced |
| Kozak & Associates, Inc. | 2,330 | $102.1K | 0.04% | +85+3.8% | Added |
| GWM Advisors LLC | 2,299 | $101.7K | 0.00% | −1,313−36.4% | Reduced |
| Global Retirement Partners, LLC | 2,413 | $101.1K | 0.01% | +50+2.1% | Added |
| Delta Accumulation, LLC | 2,225 | $98.5K | 1.24% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,153 | $95.3K | 0.01% | −156−6.8% | Reduced |
| Financial Perspectives, Inc | 2,145 | $94.9K | 0.04% | +395+22.6% | Added |
| Advent Capital Management | 2,100 | $92.9K | 0.00% | +2,100 | New |
| Bokf, NA | 2,188 | $88.1K | 0.00% | −491−18.3% | Reduced |
| Spire Wealth Management | 1,987 | $88.0K | 0.00% | −174−8.1% | Reduced |
| City Holding Co | 1,928 | $85.3K | 0.02% | −470−19.6% | Reduced |
| Ci Investments Inc. | 1,902 | $84.0K | 0.00% | +131+7.4% | Added |
| Quintet Private Bank (Europe) S.A. | 1,798 | $79.6K | 0.01% | +385+27.2% | Added |
| Truvestments Capital LLC | 1,730 | $76.6K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,700 | $75.2K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,689 | $74.7K | 0.01% | +25+1.5% | Added |
| Farther Finance Advisors, LLC | 1,668 | $73.8K | 0.01% | +402+31.8% | Added |
| Benjamin Edwards Inc | 1,611 | $71.0K | 0.02% | +49+3.1% | Added |
| Lindbrook Capital, LLC | 1,519 | $67.2K | 0.01% | −2,154−58.6% | Reduced |
| Caz Investments LP | 1,500 | $66.0K | 0.19% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,449 | $64.1K | 0.01% | −872−37.6% | Reduced |
| Impact Partnership Wealth, LLC | 1,434 | $63.5K | 0.02% | +219+18.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,428 | $63.0K | 0.00% | −97−6.4% | Reduced |
| Allworth Financial LP | 1,388 | $61.5K | 0.00% | −422−23.3% | Reduced |
| Ostrum Asset Management | 1,385 | $61.3K | 0.01% | −2,912−67.8% | Reduced |
| Huntington National Bank | 1,292 | $57.2K | 0.00% | +302+30.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,269 | $56.2K | 0.00% | −206−14.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,136 | $50.3K | 0.02% | −28−2.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,098 | $49.0K | 0.01% | +198+22.0% | Added |
| Private Trust Co NA | 1,103 | $48.8K | 0.01% | +106+10.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,097 | $48.5K | 0.01% | +93+9.3% | Added |
| NewSquare Capital LLC | 1,082 | $47.9K | 0.01% | +840+347.1% | Added |
| Westside Investment Management, Inc. | 1,052 | $46.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,046 | $46.3K | 0.03% | +300+40.2% | Added |
| Washington Trust Co | 1,016 | $45.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $44.8K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,012 | $44.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,004 | $44.4K | 0.00% | −80−7.4% | Reduced |
| Systematic Alpha Investments, LLC | 1,000 | $44.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,004 | $44.0K | 0.00% | −100−9.1% | Reduced |
| Headinvest, LLC | 1,013 | $43.8K | 0.01% | +1,013 | New |
| Missouri Trust & Investment Co | 949 | $42.0K | 0.02% | +12+1.3% | Added |
| City State Bank | 925 | $41.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 915 | $40.5K | 0.01% | +5+0.5% | Added |
| Ancora Advisors, LLC | 900 | $39.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 830 | $36.7K | 0.00% | −30−3.5% | Reduced |
| Quarry LP | 772 | $34.2K | 0.02% | +489+172.8% | Added |
| Tradition Wealth Management, LLC | 740 | $33.0K | 0.00% | −109−12.8% | Reduced |
| Larson Financial Group LLC | 728 | $32.2K | 0.00% | +202+38.4% | Added |
| TD Private Client Wealth LLC | 708 | $31.3K | 0.00% | −9,930−93.3% | Reduced |
| Trust Co of Vermont | 685 | $30.3K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $30.1K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 676 | $29.9K | 0.01% | +675+67,500.0% | Added |
| Highlander Capital Management, LLC | 662 | $29.0K | 0.01% | +62+10.3% | Added |
| Quadrant Capital Group LLC | 654 | $28.9K | 0.00% | −568−46.5% | Reduced |