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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 2,850 | $220.5K | 0.06% | +2,850 | New |
| Canal Capital Management, LLC | 2,866 | $221.7K | 0.04% | +2,866 | New |
| Tower Research Capital LLC (TRC) | 2,873 | $222.2K | 0.00% | −59,305−95.4% | Reduced |
| Napa Wealth Management | 2,883 | $223.0K | 0.12% | +2,883 | New |
| Silvercrest Asset Management Group LLC | 2,900 | $224.3K | 0.00% | +2,900 | New |
| Desjardins Global Asset Management Inc. | 2,920 | $225.8K | 0.02% | +40+1.4% | Added |
| Hamilton Wealth, LLC | 2,923 | $226.1K | 0.07% | +2,923 | New |
| Kovack Advisors, Inc. | 2,930 | $226.6K | 0.03% | +2,930 | New |
| Vienna Asset Management LLC | 3,144 | $227.1K | 0.21% | +3,144 | New |
| XTX Topco Ltd | 2,947 | $227.9K | 0.05% | −5,527−65.2% | Reduced |
| Simplify Asset Management Inc. | 2,947 | $227.9K | 0.04% | +2,947 | New |
| Kathmere Capital Management, LLC | 2,949 | $228.1K | 0.03% | +2,949 | New |
| Lido Advisors, LLC | 2,968 | $229.6K | 0.00% | −1,966−39.8% | Reduced |
| Allworth Financial LP | 2,972 | $229.9K | 0.00% | +1,584+114.1% | Added |
| Chicago Partners Investment Group LLC | 3,742 | $234.1K | 0.01% | −1,331−26.2% | Reduced |
| Marshall Financial Group LLC | 3,030 | $234.4K | 0.08% | +3,030 | New |
| Eudaimonia Partners, LLC | 3,040 | $235.1K | 0.06% | +3,040 | New |
| EPIQ Capital Group, LLC | 3,057 | $236.5K | 0.11% | +3,057 | New |
| Howard Wealth Management, LLC | 3,058 | $236.5K | 0.20% | +3,058 | New |
| Transatlantique Private Wealth LLC | 3,067 | $237.2K | 0.11% | +3,067 | New |
| Financial Counselors Inc | 3,076 | $237.9K | 0.00% | +3,076 | New |
| Claret Asset Management Corp | 3,075 | $238.0K | 0.04% | +3,075 | New |
| Powell Investment Advisors, LLC | 3,097 | $239.6K | 0.13% | +3,097 | New |
| KRS Capital Management, LLC | 3,132 | $242.3K | 0.23% | −3,257−51.0% | Reduced |
| Waypoint Wealth Partners Inc. | 3,140 | $242.9K | 0.08% | +3,140 | New |
| Ausdal Financial Partners, Inc. | 3,152 | $243.8K | 0.03% | +3,152 | New |
| Cornerstone Wealth Management, LLC | 3,153 | $243.9K | 0.02% | +3,153 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,130 | $244.5K | 0.00% | −375−10.7% | Reduced |
| Advisor Resource Council | 3,164 | $244.7K | 0.03% | +3,164 | New |
| Portside Wealth Group, LLC | 3,165 | $244.8K | 0.05% | +3,165 | New |
| Keebeck Alpha, LP | 3,178 | $245.8K | 0.19% | +3,178 | New |
| Legacy Financial Advisors, Inc. | 3,208 | $248.1K | 0.05% | +3,208 | New |
| KG&L Capital Management,LLC | 3,225 | $249.5K | 0.10% | +3,225 | New |
| Woodline Partners LP | 3,279 | $253.6K | 0.00% | −1,808−35.5% | Reduced |
| HighPoint Advisor Group LLC | 3,069 | $254.0K | 0.02% | +3,069 | New |
| Perennial Investment Advisors, LLC | 3,299 | $255.2K | 0.04% | +3,299 | New |
| Simmons Bank | 3,300 | $255.3K | 0.02% | +3,300 | New |
| Secure Asset Management, LLC | 3,383 | $261.7K | 0.07% | +3,383 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,395 | $262.6K | 0.01% | +3,395 | New |
| Avestar Capital, LLC | 3,399 | $262.9K | 0.03% | +3,399 | New |
| Guggenheim Capital LLC | 3,404 | $263.3K | 0.00% | −15,076−81.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,418 | $264.4K | 0.05% | +3,418 | New |
| Oxford Asset Management LLP | 3,430 | $265.3K | 0.40% | +3,430 | New |
| Smith, Moore & Co. | 3,475 | $268.8K | 0.03% | +3,475 | New |
| Sheaff Brock Investment Advisors, LLC | 3,532 | $273.2K | 0.02% | +3,532 | New |
| Meridian Wealth Advisors, LLC | 3,539 | $273.7K | 0.06% | +3,539 | New |
| Harvest Fund Management Co., Ltd | 3,547 | $274.0K | 0.04% | +3,547 | New |
| Libra Wealth LLC | 3,554 | $274.9K | 0.14% | +3,554 | New |
| White Pine Investment CO | 3,560 | $275.0K | 0.09% | +3,560 | New |
| Wealth Management Partners, LLC | 3,575 | $276.5K | 0.15% | +3,575 | New |
| BluePointe Capital Management, LLC | 3,591 | $277.8K | 0.21% | +3,591 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,654 | $282.0K | 0.09% | +420+13.0% | Added |
| Davy Global Fund Management Ltd | 3,665 | $283.5K | 0.03% | +3,665 | New |
| Moneta Group Investment Advisors LLC | 3,673 | $284.1K | 0.01% | +3,673 | New |
| Syon Capital LLC | 3,685 | $285.0K | 0.03% | +3,685 | New |
| EMC Capital Management | 3,700 | $286.0K | 0.19% | −1,200−24.5% | Reduced |
| Transcend Wealth Collective, LLC | 3,765 | $291.2K | 0.03% | +3,765 | New |
| Harbor Investment Advisory, LLC | 3,810 | $294.7K | 0.03% | −51−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,840 | $297.0K | 0.01% | +790+25.9% | Added |
| Valeo Financial Advisors, LLC | 3,843 | $297.3K | 0.01% | +3,843 | New |
| Strategic Blueprint, LLC | 3,844 | $297.3K | 0.02% | +3,844 | New |
| Great Diamond Partners, LLC | 3,856 | $298.3K | 0.07% | +3,856 | New |
| Sargent Investment Group, LLC | 3,875 | $299.7K | 0.07% | +3,875 | New |
| Sanders Morris Harris LLC | 4,370 | $301.8K | 0.15% | −750−14.6% | Reduced |
| Sicart Associates LLC | 3,930 | $304.0K | 0.12% | +3,930 | New |
| Golden State Equity Partners | 3,989 | $308.6K | 0.07% | +3,989 | New |
| MCF Advisors LLC | 3,995 | $309.0K | 0.03% | −68−1.7% | Reduced |
| UniSuper Management Pty Ltd | 4,000 | $309.4K | 0.00% | +200+5.3% | Added |
| Empower Advisory Group, LLC | 4,015 | $310.6K | 0.00% | +4,015 | New |
| Robertson Stephens Wealth Management, LLC | 4,025 | $311.3K | 0.02% | +4,025 | New |
| Meiji Yasuda Life Insurance Co | 4,033 | $312.0K | 0.01% | +4,033 | New |
| EP Wealth Advisors, LLC | 4,038 | $312.4K | 0.00% | +4,038 | New |
| Monterey Private Wealth, Inc. | 4,040 | $312.5K | 0.14% | +4,040 | New |
| Accurate Wealth Management, LLC | 4,624 | $313.8K | 0.10% | +4,624 | New |
| Greenleaf Trust | 4,060 | $314.0K | 0.00% | +4,060 | New |
| Jaffetilchin Investment Partners, LLC | 4,071 | $314.9K | 0.03% | +4,071 | New |
| JB Capital LLC | 4,104 | $317.4K | 0.02% | +4,104 | New |
| CAPROCK Group, Inc. | 4,107 | $317.7K | 0.02% | +4,107 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,113 | $318.1K | 0.05% | +4,113 | New |
| Parallel Advisors, LLC | 4,139 | $320.2K | 0.01% | −1,004−19.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,141 | $320.3K | 0.04% | −740−15.2% | Reduced |
| Bluesphere Advisors, LLC | 4,146 | $320.7K | 0.20% | +4,146 | New |
| Bradley Foster & Sargent Inc | 4,194 | $324.4K | 0.01% | −138−3.2% | Reduced |
| Security Benefit Life Insurance Co | 4,245 | $328.3K | 0.07% | +4,245 | New |
| Premier Path Wealth Partners, LLC | 4,250 | $328.7K | 0.07% | +4,250 | New |
| Conway Capital Management, Inc. | 4,270 | $330.3K | 0.21% | +4,270 | New |
| Evergreen Capital Management LLC | 4,305 | $333.0K | 0.01% | +4,305 | New |
| Malaga Cove Capital, LLC | 4,324 | $334.5K | 0.14% | +4,324 | New |
| O'Dell Group, LLC | 4,422 | $342.0K | 0.09% | +4,422 | New |
| Ashton Thomas Private Wealth, LLC | 4,423 | $342.1K | 0.02% | −4,401−49.9% | Reduced |
| Avidian Wealth Solutions, LLC | 4,430 | $342.7K | 0.02% | +4,430 | New |
| Clear Street Markets LLC | 4,500 | $348.0K | 0.14% | −4,504−50.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,515 | $349.2K | 0.00% | +4,515 | New |
| GWM Advisors LLC | 5,064 | $352.6K | 0.00% | +2,765+120.3% | Added |
| Sheets Smith Wealth Management | 4,583 | $354.5K | 0.05% | +4,583 | New |
| CAP Partners, LLC | 4,602 | $356.0K | 0.35% | +4,602 | New |
| Cardiff Park Advisors, LLC | 4,634 | $358.4K | 0.04% | +4,634 | New |
| Aaron Wealth Advisors | 4,674 | $361.5K | 0.06% | +4,674 | New |
| Siemens Fonds Invest GmbH | 4,691 | $362.8K | 0.03% | −938−16.7% | Reduced |
| Boston Private Wealth LLC | 4,699 | $363.5K | 0.01% | −1,848−28.2% | Reduced |