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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | 120 | $7.54K | 0.00% | +22+22.4% | Added |
| Silicon Valley Capital Partners | 100 | $7.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $7.74K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $7.74K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 100 | $7.74K | 0.00% | +100 | New |
| Hoertkorn Richard Charles | 102 | $7.89K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 105 | $8.00K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 98 | $8.00K | 0.00% | +73+292.0% | Added |
| Blume Capital Management, Inc. | 106 | $8.20K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 109 | $8.43K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 115 | $8.89K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 116 | $8.97K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 120 | $9.28K | 0.00% | +105+700.0% | Added |
| Activest Wealth Management | 122 | $9.44K | 0.01% | +80+190.5% | Added |
| Sachetta, LLC | 122 | $9.44K | 0.00% | +122 | New |
| Investment Research & Advisory Group, Inc. | 124 | $9.59K | 0.00% | +12+10.7% | Added |
| Core Alternative Capital | 125 | $9.67K | 0.00% | −33−20.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 125 | $9.67K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 128 | $9.90K | 0.00% | −821−86.5% | Reduced |
| North Star Investment Management Corp. | 128 | $9.90K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 229 | $10.0K | 0.01% | −11−4.6% | Reduced |
| Colonial Trust Advisors | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 136 | $10.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 136 | $10.5K | 0.00% | +107+369.0% | Added |
| Beacon Capital Management, LLC | 244 | $10.8K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 140 | $10.8K | 0.01% | +140 | New |
| Tucker Asset Management LLC | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $11.1K | 0.00% | −16−10.1% | Reduced |
| LM Advisors LLC | 143 | $11.1K | 0.00% | +143 | New |
| Spotlight Asset Group, Inc. | 250 | $11.1K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 150 | $11.6K | 0.01% | +50+50.0% | Added |
| Prestige Wealth Management Group LLC | 165 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 166 | $12.8K | 0.01% | +20+13.7% | Added |
| JFS Wealth Advisors, LLC | 167 | $12.9K | 0.00% | −70−29.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 160 | $13.0K | 0.01% | −158−49.7% | Reduced |
| Pineridge Advisors LLC | 175 | $13.5K | 0.00% | +175 | New |
| Key Financial Inc | 187 | $14.5K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $16.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 218 | $16.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 220 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $17.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 234 | $18.1K | 0.00% | −12,366−98.1% | Reduced |
| Able Wealth Management LLC | 234 | $18.1K | 0.02% | +234 | New |
| New England Capital Financial Advisors LLC | 239 | $18.5K | 0.01% | −26−9.8% | Reduced |
| Itau Unibanco Holding S.A. | 239 | $18.5K | 0.00% | +19+8.6% | Added |
| Liberty One Investment Management, LLC | 239 | $18.5K | 0.00% | +113+89.7% | Added |
| Global X Japan Co., Ltd. | 242 | $18.7K | 0.01% | +242 | New |
| FinTrust Capital Advisors, LLC | 248 | $19.2K | 0.00% | −275−52.6% | Reduced |
| McIlrath & Eck, LLC | 250 | $19.3K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $19.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $19.3K | 0.00% | +250 | New |
| Baystate Wealth Management LLC | 273 | $21.1K | 0.00% | −120−30.5% | Reduced |
| Mango Five Family, Inc. | 280 | $21.7K | 0.01% | +280 | New |
| Lowe Wealth Advisors, LLC | 285 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 286 | $22.1K | 0.00% | +23+8.7% | Added |
| Quadrant Capital Group LLC | 286 | $22.1K | 0.00% | −368−56.3% | Reduced |
| Baldwin Brothers Inc | 295 | $22.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 291 | $23.0K | 0.02% | +88+43.3% | Added |
| True Wealth Design, LLC | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $23.2K | 0.00% | +190+172.7% | Added |
| Anchor Investment Management, LLC | 301 | $23.3K | 0.00% | −200−39.9% | Reduced |
| Proequities, Inc. | 311 | $24.1K | 0.00% | +209+204.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 312 | $24.1K | 0.01% | +312 | New |
| Atlantic Trust, LLC | 325 | $25.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 349 | $27.0K | 0.00% | +312+843.2% | Added |
| Asset Dedication, LLC | 363 | $27.0K | 0.00% | −50−12.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $27.1K | 0.01% | +350 | New |
| First Manhattan Co | 370 | $28.6K | 0.00% | +5+1.4% | Added |
| Private Trust Co NA | 391 | $30.2K | 0.00% | −712−64.6% | Reduced |
| HM Payson & Co | 400 | $30.9K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $30.9K | 0.06% | +400 | New |
| Acadian Asset Management LLC | 413 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 394 | $31.3K | 0.00% | +394 | New |
| Leonteq Securities AG | 407 | $31.5K | 0.00% | −40,584−99.0% | Reduced |
| Hollencrest Capital Management | 412 | $31.9K | 0.00% | −100−19.5% | Reduced |
| Tidemark, LLC | 418 | $32.3K | 0.02% | +418 | New |
| NBC Securities, Inc. | 428 | $33.0K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 440 | $34.0K | 0.08% | +440 | New |
| First United Bank Trust | 450 | $34.8K | 0.01% | +450 | New |
| Sit Investment Associates Inc | 450 | $35.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 463 | $35.8K | 0.01% | +463 | New |
| GPS Wealth Strategies Group, LLC | 472 | $36.5K | 0.01% | −54−10.3% | Reduced |
| Hobbs Group Advisors, LLC | 486 | $37.6K | 0.02% | +486 | New |
| PSI Advisors, LLC | 491 | $38.0K | 0.01% | −100−16.9% | Reduced |
| Focused Wealth Management, Inc | 497 | $38.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 505 | $39.1K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 506 | $39.1K | 0.01% | −82−13.9% | Reduced |
| Nemes Rush Group LLC | 509 | $39.4K | 0.01% | −940−64.9% | Reduced |
| Ronald Blue Trust, Inc. | 901 | $40.0K | 0.00% | +879+3,995.5% | Added |
| Cape Investment Advisory, Inc. | 519 | $40.1K | 0.02% | +419+419.0% | Added |
| Highlander Capital Management, LLC | 562 | $43.5K | 0.02% | −100−15.1% | Reduced |