Block, Inc.

XYZ

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001512673

SEC filings (opens in a new tab)

In the last 90 days, Block, Inc. insiders filed 0 open-market purchases and 27 sales; 1,085 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, Q4 2023

Institutional positions in Block, Inc. as of Dec 31, 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: 1,032; +157 vs. Q3 2023
Shares held: 384.0M; +14.6M (+4.0%) vs. Q3 2023
Total value: $29.7B; +$13.3B (+81.3%) vs. Q3 2023
New holders: 258; 307 more added
Sold out: 101; 330 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,032 institutions

Value heldQ4 2023: $29.7B

Institutions holding XYZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,085	$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, Q4 2023

Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q3 2023.

Institutions holding XYZ in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Management Professionals, Inc.	4	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	4	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$7	0.00%	0	New
AllSquare Wealth Management LLC	1	$77	0.00%	00.0%	Unchanged
Gordian Capital Singapore Pte Ltd	1	$78	0.00%	00.0%	Unchanged
Gs Investments, Inc.	4	$309	0.00%	00.0%	Unchanged
New Millennium Group LLC	4	$309	0.00%	00.0%	Unchanged
REAP Financial Group, LLC	4	$309	0.00%	+4	New
Lee Financial Co	4	$310	0.00%	−24−85.7%	Reduced
Laurel Wealth Advisors LLC	4	$310	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	4	$310	0.00%	+4	New
DHJJ Financial Advisors, Ltd.	5	$387	0.00%	00.0%	Unchanged
Robbins Farley LLC	5	$387	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	6	$465	0.00%	−3−33.3%	Reduced
Thompson Investment Management, Inc.	8	$619	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	8	$619	0.00%	00.0%	Unchanged
Retirement Group, LLC	8	$619	0.00%	00.0%	Unchanged
TFC Financial Management	8	$619	0.00%	+8	New
Wiser Advisor Group LLC	8	$619	0.00%	+8	New
PayPay Securities Corp	8	$640	0.03%	+3+60.0%	Added
Investors Research Corp	10	$774	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	10	$774	0.00%	+10	New
Private Wealth Management Group, LLC	10	$774	0.00%	+10	New
Gladius Capital Management LP	12	$929	0.00%	−41,140−100.0%	Reduced
Delos Wealth Advisors, LLC	12	$929	0.00%	00.0%	Unchanged
TSFG, LLC	14	$1.00K	0.00%	−46−76.7%	Reduced
GW&K Investment Management, LLC	19	$1.00K	0.00%	00.0%	Unchanged
Northwest Financial Advisors	13	$1.01K	0.00%	+13	New
Citizens National Bank Trust Department	15	$1.16K	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	16	$1.24K	0.00%	+2+14.3%	Added
Richardson Capital Management LLC	16	$1.24K	0.00%	+16	New
Aspire Private Capital, LLC	17	$1.31K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	17	$1.31K	0.00%	+17	New
Bogart Wealth, LLC	18	$1.39K	0.00%	00.0%	Unchanged
Assetmark, Inc	18	$1.39K	0.00%	+18	New
Nalls Sherbakoff Group, LLC	18	$1.39K	0.00%	−18−50.0%	Reduced
Cambridge Trust Co	20	$1.55K	0.00%	+20	New
ORG Partners LLC	21	$1.62K	0.00%	−164−88.6%	Reduced
Concord Wealth Partners	24	$1.86K	0.00%	−71−74.7%	Reduced
Armstrong Advisory Group, Inc	25	$1.93K	0.00%	−325−92.9%	Reduced
CGC Financial Services, LLC	25	$1.93K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	25	$1.93K	0.00%	+25	New
Abich Financial Wealth Management LLC	25	$1.93K	0.00%	+25	New
Glen Eagle Advisors, LLC	26	$2.01K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	26	$2.01K	0.00%	00.0%	Unchanged
Tacita Capital Inc	28	$2.17K	0.00%	00.0%	Unchanged
Main Street Group, LTD	29	$2.24K	0.00%	+29	New
Wolff Wiese Magana LLC	30	$2.32K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	30	$2.32K	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	30	$2.32K	0.00%	+30	New
Raffa Wealth Management, LLC	32	$2.48K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	33	$2.55K	0.00%	+11+50.0%	Added
Belmont Capital, LLC	34	$2.63K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	34	$2.63K	0.00%	+27+385.7%	Added
Tompkins Financial Corp	35	$2.71K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	36	$2.78K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	37	$2.86K	0.00%	00.0%	Unchanged
Grove Bank & Trust	38	$2.94K	0.00%	−260−87.2%	Reduced
Versant Capital Management, Inc	38	$2.94K	0.00%	−3−7.3%	Reduced
Wetzel Investment Advisors, Inc.	35	$3.00K	0.00%	+35	New
Abound Wealth Management	39	$3.02K	0.00%	−140−78.2%	Reduced
Cedar Wealth Management, LLC	40	$3.09K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	41	$3.17K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	43	$3.33K	0.00%	+43	New
Hartford Financial Management Inc.	43	$3.33K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	46	$3.56K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	47	$3.64K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	49	$3.79K	0.00%	00.0%	Unchanged
West Tower Group, LLC	50	$3.87K	0.01%	−51−50.5%	Reduced
Credential Qtrade Securities Inc.	50	$3.87K	0.00%	+50	New
Kelly Financial Services LLC	50	$3.87K	0.00%	−9−15.3%	Reduced
Barrett & Company, Inc.	50	$3.87K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	50	$3.87K	0.00%	00.0%	Unchanged
BFSG, LLC	50	$3.87K	0.00%	+50	New
Atlantic Edge Private Wealth Management, LLC	50	$3.87K	0.00%	+50	New
NewSquare Capital LLC	53	$4.10K	0.00%	−1,029−95.1%	Reduced
Pflug Koory, LLC	57	$4.41K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	58	$4.49K	0.00%	+58	New
Caldwell Trust Co	69	$5.34K	0.00%	00.0%	Unchanged
Clean Yield Group	70	$5.42K	0.00%	00.0%	Unchanged
Islay Capital Management, LLC	70	$5.42K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	79	$6.11K	0.00%	+79	New
Highline Wealth Partners LLC	80	$6.19K	0.00%	00.0%	Unchanged
Naples Money Management LLC	80	$6.19K	0.01%	+80	New
Zions Bancorporation, N.A.	81	$6.26K	0.00%	+54+200.0%	Added
Gradient Investments LLC	84	$6.50K	0.00%	+50+147.1%	Added
Bell Investment Advisors, Inc	84	$6.50K	0.00%	−82−49.4%	Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP	100	$6.50K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	84	$6.51K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	85	$6.58K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	85	$6.58K	0.00%	+10+13.3%	Added
Carolinas Wealth Consulting LLC	87	$6.73K	0.00%	00.0%	Unchanged
Park Place Capital Corp	88	$6.81K	0.00%	+21+31.3%	Added
Oliver Lagore Vanvalin Investment Group	90	$6.96K	0.00%	−397−81.5%	Reduced
Toth Financial Advisory Corp	90	$6.96K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	93	$7.19K	0.00%	00.0%	Unchanged
Caitlin John, LLC	93	$7.19K	0.01%	+93	New
Turim 21 Investimentos Ltda.	95	$7.35K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	95	$7.35K	0.01%	+93+4,650.0%	Added
Archer Investment Corp	97	$7.50K	0.00%	00.0%	Unchanged