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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 565 | $43.7K | 0.01% | +109+23.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 573 | $44.3K | 0.01% | −524−47.8% | Reduced |
| Hoey Investments, Inc | 575 | $44.5K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 585 | $45.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 590 | $45.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 610 | $47.0K | 0.01% | +256+72.3% | Added |
| Washington Trust Advisors, Inc. | 616 | $47.6K | 0.00% | +172+38.7% | Added |
| Larson Financial Group LLC | 626 | $48.4K | 0.00% | −102−14.0% | Reduced |
| Fifth Third Bancorp | 631 | $48.8K | 0.00% | −9,722−93.9% | Reduced |
| Impact Partnership Wealth, LLC | 635 | $49.1K | 0.02% | −799−55.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 647 | $50.0K | 0.01% | +647 | New |
| Ancora Advisors, LLC | 675 | $52.2K | 0.00% | −225−25.0% | Reduced |
| Front Row Advisors LLC | 676 | $52.3K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $52.5K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 691 | $53.4K | 0.01% | +72+11.6% | Added |
| CNB Bank | 746 | $57.7K | 0.03% | −300−28.7% | Reduced |
| Tradition Wealth Management, LLC | 789 | $61.0K | 0.01% | +49+6.6% | Added |
| Planning Capital Management Corp | 791 | $61.2K | 0.05% | +791 | New |
| Hexagon Capital Partners LLC | 805 | $62.3K | 0.01% | +170+26.8% | Added |
| GAMMA Investing LLC | 965 | $62.7K | 0.02% | +965 | New |
| Glassman Wealth Services | 817 | $63.2K | 0.01% | +247+43.3% | Added |
| City State Bank | 925 | $72.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 949 | $73.4K | 0.01% | +119+14.3% | Added |
| Huntington National Bank | 953 | $73.7K | 0.00% | −339−26.2% | Reduced |
| Washington Trust Co | 1,000 | $77.3K | 0.00% | −16−1.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $77.3K | 0.04% | −13−1.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,000 | $77.3K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $77.3K | 0.03% | +1,000 | New |
| Hantz Financial Services, Inc. | 1,003 | $78.0K | 0.00% | −1−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,013 | $78.4K | 0.02% | −123−10.8% | Reduced |
| American National Bank | 1,022 | $79.1K | 0.01% | +10+1.0% | Added |
| Quarry LP | 1,030 | $79.7K | 0.04% | +258+33.4% | Added |
| Coppell Advisory Solutions LLC | 1,036 | $80.1K | 0.02% | +1,036 | New |
| Central Trust Co | 1,037 | $80.2K | 0.00% | +33+3.3% | Added |
| Capital Advisors, Ltd. LLC | 1,104 | $85.0K | 0.01% | +6+0.5% | Added |
| Westside Investment Management, Inc. | 1,102 | $85.2K | 0.02% | +50+4.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,142 | $88.3K | 0.01% | +542+90.3% | Added |
| TD Private Client Wealth LLC | 1,167 | $90.3K | 0.00% | +459+64.8% | Added |
| EverSource Wealth Advisors, LLC | 1,170 | $90.5K | 0.01% | −519−30.7% | Reduced |
| Cubist Systematic Strategies, LLC | 1,285 | $99.4K | 0.00% | −592,615−99.8% | Reduced |
| Garde Capital, Inc. | 1,297 | $100.0K | 0.01% | +1,297 | New |
| Optimum Investment Advisors | 1,425 | $110.2K | 0.06% | +1,275+850.0% | Added |
| Neo Ivy Capital Management | 1,455 | $113.0K | 0.25% | +1,455 | New |
| Caz Investments LP | 1,500 | $116.0K | 0.29% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,512 | $117.0K | 0.03% | −99−6.1% | Reduced |
| City Holding Co | 1,608 | $124.4K | 0.02% | −320−16.6% | Reduced |
| Acropolis Investment Management, LLC | 1,647 | $127.4K | 0.01% | +1,647 | New |
| Truvestments Capital LLC | 1,672 | $129.3K | 0.06% | −58−3.4% | Reduced |
| J. Stern & Co. LLP | 1,997 | $129.8K | 0.02% | +1,997 | New |
| Icon Wealth Advisors, LLC | 1,690 | $130.7K | 0.01% | +1,690 | New |
| Spire Wealth Management | 1,996 | $131.4K | 0.00% | +9+0.5% | Added |
| Alta Advisers Ltd | 1,700 | $131.5K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,739 | $135.0K | 0.00% | +311+21.8% | Added |
| Banque Cantonale Vaudoise | 1,800 | $139.0K | 0.01% | −5,094−73.9% | Reduced |
| Ci Investments Inc. | 1,822 | $141.0K | 0.00% | −80−4.2% | Reduced |
| Delta Accumulation, LLC | 2,225 | $148.1K | 1.64% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,951 | $150.9K | 0.00% | −537−21.6% | Reduced |
| Kozak & Associates, Inc. | 2,330 | $151.8K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,937 | $154.0K | 0.00% | −1,090−36.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,937 | $154.0K | 0.00% | −1,090−36.0% | Reduced |
| Credit Agricole S A | 2,000 | $154.7K | 0.00% | −59,271−96.7% | Reduced |
| Farther Finance Advisors, LLC | 2,026 | $156.7K | 0.01% | +358+21.5% | Added |
| Westpac Banking Corp | 2,049 | $158.5K | 0.01% | −667−24.6% | Reduced |
| Plato Investment Management Ltd | 2,115 | $163.6K | 0.20% | +2,115 | New |
| Financial Perspectives, Inc | 2,145 | $165.9K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 2,174 | $168.2K | 0.00% | −14−0.6% | Reduced |
| Venturi Wealth Management, LLC | 2,269 | $175.5K | 0.01% | −1,103−32.7% | Reduced |
| AdvisorNet Financial, Inc | 2,283 | $176.6K | 0.02% | −601−20.8% | Reduced |
| Lindbrook Capital, LLC | 2,294 | $177.4K | 0.02% | +775+51.0% | Added |
| Paloma Partners Management Co | 2,302 | $178.1K | 0.03% | −5,471−70.4% | Reduced |
| Clearstead Advisors, LLC | 2,423 | $187.4K | 0.01% | +270+12.5% | Added |
| ICA Group Wealth Management, LLC | 2,465 | $190.7K | 0.04% | +2,465 | New |
| Lazard Asset Management LLC | 2,475 | $191.0K | 0.00% | −194−7.3% | Reduced |
| First Horizon Advisors, Inc. | 2,547 | $197.0K | 0.01% | −83−3.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,500 | $199.0K | 0.00% | +2,491+27,677.8% | Added |
| Stevens Capital Management LP | 2,603 | $201.0K | 0.05% | +2,603 | New |
| Morningstar Investment Services LLC | 2,524 | $201.0K | 0.00% | +2,524 | New |
| Northeast Investment Management | 2,600 | $201.1K | 0.01% | +2,600 | New |
| Aries Wealth Management | 2,600 | $201.1K | 0.07% | +2,600 | New |
| Global Trust Asset Management, LLC | 2,605 | $201.5K | 0.09% | +142+5.8% | Added |
| Caerus Investment Advisors, LLC | 2,610 | $201.9K | 0.19% | +2,610 | New |
| Brighton Jones LLC | 2,611 | $201.9K | 0.01% | −9,503−78.4% | Reduced |
| Magnus Financial Group LLC | 2,614 | $202.2K | 0.03% | +2,614 | New |
| Merriman Wealth Management, LLC | 2,622 | $202.8K | 0.01% | +2,622 | New |
| Wedmont Private Capital | 2,946 | $204.2K | 0.02% | +2,946 | New |
| Calamos Wealth Management LLC | 2,647 | $204.7K | 0.01% | +2,647 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,600 | $207.0K | 0.09% | −150−5.5% | Reduced |
| New York Life Investment Management LLC | 2,723 | $210.6K | 0.00% | −2,903−51.6% | Reduced |
| Independent Wealth Network Inc. | 2,735 | $211.6K | 0.11% | +2,735 | New |
| Pinnacle Associates Ltd | 2,742 | $212.1K | 0.00% | +2,742 | New |
| Tyler-Stone Wealth Management | 2,748 | $212.6K | 0.11% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,749 | $212.6K | 0.02% | +2,749 | New |
| Fairman Group, LLC | 2,753 | $212.9K | 0.20% | +2,753 | New |
| Buckingham Strategic Partners | 2,754 | $213.0K | 0.01% | −1,982−41.8% | Reduced |
| Stevard, LLC | 2,763 | $213.7K | 0.21% | +2,763 | New |
| Fortune Financial Advisors, LLC | 2,781 | $215.1K | 0.15% | +2,781 | New |
| SilverOak Wealth Management LLC | 2,789 | $215.7K | 0.06% | +2,789 | New |
| Global Retirement Partners, LLC | 3,343 | $217.8K | 0.01% | +930+38.5% | Added |
| Evercore Wealth Management, LLC | 2,817 | $217.9K | 0.00% | +2,817 | New |
| Insight Folios Inc | 2,837 | $219.4K | 0.09% | +2,837 | New |