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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 635 | $28.1K | 0.01% | +300+89.6% | Added |
| Institutional & Family Asset Management, LLC | 619 | $27.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $26.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 591 | $26.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 590 | $26.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 588 | $26.0K | 0.00% | −582−49.7% | Reduced |
| Hoey Investments, Inc | 575 | $25.4K | 0.01% | −10−1.7% | Reduced |
| Glassman Wealth Services | 570 | $25.2K | 0.00% | −116−16.9% | Reduced |
| McClarren Financial Advisors, Inc. | 585 | $25.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 526 | $23.3K | 0.00% | +48+10.0% | Added |
| FinTrust Capital Advisors, LLC | 523 | $23.1K | 0.01% | +247+89.5% | Added |
| Register Financial Advisors LLC | 515 | $22.8K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 512 | $22.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 505 | $22.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 501 | $22.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 497 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 518 | $21.7K | 0.00% | +518 | New |
| Oliver Lagore Vanvalin Investment Group | 487 | $21.6K | 0.01% | +361+286.5% | Added |
| Quent Capital, LLC | 456 | $20.2K | 0.00% | −2,845−86.2% | Reduced |
| Sit Investment Associates Inc | 450 | $20.0K | 0.00% | −550−55.0% | Reduced |
| Washington Trust Advisors, Inc. | 444 | $19.7K | 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 |
| HM Payson & Co | 400 | $17.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 393 | $17.4K | 0.00% | +100+34.1% | Added |
| Beacon Capital Management, LLC | 244 | $16.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 365 | $16.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 354 | $16.0K | 0.00% | −219−38.2% | Reduced |
| Asset Dedication, LLC | 413 | $16.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 350 | $15.5K | 0.00% | −120−25.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 318 | $15.0K | 0.01% | +125+64.8% | Added |
| Atlantic Trust, LLC | 325 | $14.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 298 | $13.2K | 0.00% | +115+62.8% | Added |
| Baldwin Brothers Inc | 295 | $13.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 285 | $12.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 265 | $11.7K | 0.01% | +80+43.2% | Added |
| Sound Income Strategies, LLC | 263 | $11.6K | 0.00% | −5−1.9% | Reduced |
| 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 |
| West Michigan Advisors, LLC | 249 | $11.0K | 0.01% | +249 | New |
| JFS Wealth Advisors, LLC | 237 | $10.5K | 0.00% | +39+19.7% | Added |
| Evermay Wealth Management LLC | 230 | $10.2K | 0.00% | −181−44.0% | Reduced |
| Capital Analysts, LLC | 226 | $10.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 220 | $9.74K | 0.00% | −1−0.5% | Reduced |
| Eagle Bay Advisors LLC | 218 | $9.65K | 0.00% | −187−46.2% | Reduced |
| Tradewinds Capital Management, LLC | 211 | $9.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $9.34K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 208 | $9.21K | 0.00% | −38−15.4% | Reduced |
| 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 |
| Country Trust Bank | 200 | $8.85K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $8.85K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 187 | $8.28K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $8.23K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $8.19K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 185 | $8.17K | 0.00% | −76−29.1% | Reduced |
| Abound Wealth Management | 179 | $7.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $7.35K | 0.00% | −67−28.8% | Reduced |
| Prestige Wealth Management Group LLC | 165 | $7.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 159 | $7.04K | 0.00% | +75+89.3% | Added |
| Tobam | 169 | $7.00K | 0.00% | −314−65.0% | Reduced |
| HBC Financial Services, PLLC | 240 | $7.00K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 158 | $6.99K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $6.64K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 146 | $6.46K | 0.01% | +146 | New |
| Tucker Asset Management LLC | 142 | $6.29K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 136 | $6.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $5.97K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 134 | $5.93K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 128 | $5.67K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 126 | $5.58K | 0.00% | +16+14.5% | Added |
| Cassady Schiller Wealth Management, LLC | 125 | $5.53K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 116 | $5.13K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 115 | $5.09K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 105 | $5.00K | 0.00% | −30−22.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 112 | $4.96K | 0.00% | +14+14.3% | Added |
| Parkside Financial Bank & Trust | 110 | $4.87K | 0.00% | −121−52.4% | Reduced |
| Rise Advisors, LLC | 109 | $4.82K | 0.00% | −24−18.0% | Reduced |
| Blume Capital Management, Inc. | 106 | $4.69K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 106 | $4.69K | 0.00% | −4,156−97.5% | Reduced |
| Hoertkorn Richard Charles | 102 | $4.51K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 102 | $4.51K | 0.00% | −87−46.0% | Reduced |
| Carmel Capital Partners, LLC | 101 | $4.47K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 101 | $4.47K | 0.00% | +101 | New |
| Cape Investment Advisory, Inc. | 100 | $4.43K | 0.00% | −200−66.7% | Reduced |
| Chilton Capital Management LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $4.43K | 0.00% | +50+100.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $4.40K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 98 | $4.34K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 97 | $4.29K | 0.00% | 00.0% | Unchanged |