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 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 4,725 | $365.5K | 0.03% | +4,725 | New |
| Pitti Group Wealth Management, LLC | 4,739 | $366.6K | 0.40% | −530−10.1% | Reduced |
| Concurrent Investment Advisors, LLC | 4,767 | $368.7K | 0.02% | +4,767 | New |
| Convergence Investment Partners, LLC | 4,769 | $369.0K | 0.19% | +4,769 | New |
| Savant Capital, LLC | 4,772 | $369.1K | 0.00% | +209+4.6% | Added |
| Y.D. More Investments Ltd | 5,385 | $372.5K | 0.08% | +592+12.4% | Added |
| Chiron Capital Management, LLC | 4,865 | $376.3K | 0.33% | +4,865 | New |
| Prosperity Wealth Management, Inc. | 4,895 | $378.6K | 0.25% | +4,895 | New |
| Gallagher Fiduciary Advisors, LLC | 4,925 | $380.9K | 0.01% | +4,925 | New |
| Ellevest, Inc. | 4,931 | $381.4K | 0.03% | +4,931 | New |
| Western Wealth Management, LLC | 4,938 | $382.0K | 0.03% | −27−0.5% | Reduced |
| Carson Advisory Inc. | 4,940 | $382.1K | 0.30% | −645−11.5% | Reduced |
| Addison Capital Co | 4,945 | $382.5K | 0.24% | 00.0% | Unchanged |
| Balentine LLC | 4,991 | $386.1K | 0.01% | +4,991 | New |
| American Assets Investment Management, LLC | 5,000 | $386.8K | 0.04% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 5,093 | $393.9K | 0.11% | +4+0.1% | Added |
| Wesbanco Bank Inc | 5,095 | $394.1K | 0.02% | +8+0.2% | Added |
| Ballentine Partners, LLC | 5,124 | $396.3K | 0.01% | +5,124 | New |
| Freestone Capital Holdings, LLC | 5,134 | $397.1K | 0.02% | +90+1.8% | Added |
| Resources Investment Advisors, LLC. | 5,145 | $398.0K | 0.01% | +544+11.8% | Added |
| Caption Management, LLC | 5,171 | $400.0K | 0.04% | −5,829−53.0% | Reduced |
| Oracle Alpha Inc. | 5,187 | $401.2K | 0.52% | +5,187 | New |
| Point72 Hong Kong Ltd | 5,210 | $403.0K | 0.02% | +5,210 | New |
| Tempus Wealth Planning, LLC | 5,212 | $403.1K | 0.18% | +5,212 | New |
| Kingswood Wealth Advisors, LLC | 5,231 | $404.6K | 0.05% | +5,231 | New |
| Cutter & CO Brokerage, Inc. | 5,265 | $407.2K | 0.11% | −466−8.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,284 | $408.7K | 0.13% | −98−1.8% | Reduced |
| Cravens & Co Advisors, LLC | 5,291 | $409.3K | 0.35% | −15−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 5,358 | $414.0K | 0.04% | +5,358 | New |
| Capula Management Ltd | 5,355 | $414.2K | 0.03% | +5,355 | New |
| Moser Wealth Advisors, LLC | 5,368 | $415.2K | 0.27% | +112+2.1% | Added |
| WP Advisors, LLC | 5,381 | $416.2K | 0.15% | +200+3.9% | Added |
| Fairfield, Bush & Co. | 5,407 | $418.2K | 0.25% | −605−10.1% | Reduced |
| Covenant Asset Management, LLC | 5,431 | $420.1K | 0.12% | −550−9.2% | Reduced |
| Beacon Pointe Advisors, LLC | 5,452 | $421.7K | 0.01% | −1,992−26.8% | Reduced |
| Dynamic Advisor Solutions LLC | 6,328 | $423.7K | 0.02% | +180+2.9% | Added |
| Atlas Capital Advisors LLC | 5,487 | $424.4K | 0.06% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,492 | $424.8K | 0.03% | +5,492 | New |
| Verus Capital Partners, LLC | 5,552 | $429.4K | 0.05% | −94−1.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,556 | $429.8K | 0.04% | −248−4.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,557 | $430.0K | 0.01% | −358−6.1% | Reduced |
| Sweet Financial Partners, LLC | 5,611 | $434.0K | 0.10% | +385+7.4% | Added |
| Cim Investment Mangement Inc | 5,630 | $435.5K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co | 5,655 | $437.4K | 0.01% | +2,393+73.4% | Added |
| Nilsine Partners, LLC | 5,663 | $438.0K | 0.07% | −661−10.5% | Reduced |
| Ostrum Asset Management | 5,664 | $438.1K | 0.04% | +4,279+309.0% | Added |
| Williamson Legacy Group, LLC | 5,724 | $442.8K | 0.41% | +5,724 | New |
| IFP Advisors, Inc | 5,807 | $449.2K | 0.02% | +1,184+25.6% | Added |
| Jackson Hole Capital Partners, LLC | 5,819 | $450.1K | 0.11% | +5,819 | New |
| Private Portfolio Partners LLC | 5,826 | $450.6K | 0.10% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 5,836 | $451.4K | 0.55% | −171−2.8% | Reduced |
| Cigna Investments Inc | 5,850 | $452.0K | 0.09% | +82+1.4% | Added |
| Azzad Asset Management Inc | 5,846 | $452.2K | 0.06% | +9+0.2% | Added |
| Umb Bank N A | 5,860 | $453.3K | 0.01% | +217+3.8% | Added |
| Sandy Spring Bank | 5,975 | $462.2K | 0.02% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 5,992 | $463.5K | 0.27% | −275−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 6,481 | $463.6K | 0.00% | −759−10.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,004 | $464.4K | 0.03% | −100−1.6% | Reduced |
| IHT Wealth Management, LLC | 6,010 | $464.9K | 0.02% | −1,544−20.4% | Reduced |
| Boothbay Fund Management, LLC | 6,011 | $465.0K | 0.02% | −63,677−91.4% | Reduced |
| Clark Capital Management Group, Inc. | 6,049 | $467.9K | 0.00% | −1,000−14.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,094 | $471.4K | 0.03% | +4,296+238.9% | Added |
| Veriti Management LLC | 6,101 | $472.0K | 0.04% | +6,101 | New |
| NorthRock Partners, LLC | 6,112 | $472.8K | 0.02% | +6,112 | New |
| Geneos Wealth Management Inc. | 6,190 | $478.8K | 0.02% | −35−0.6% | Reduced |
| Viawealth, LLC | 6,192 | $479.0K | 0.33% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,202 | $479.7K | 0.08% | −829−11.8% | Reduced |
| American International Group, Inc. | 6,215 | $480.7K | 0.00% | −165−2.6% | Reduced |
| Left Brain Wealth Management, LLC | 6,301 | $487.4K | 0.28% | +6,301 | New |
| Salem Investment Counselors Inc | 6,326 | $489.3K | 0.02% | −855−11.9% | Reduced |
| Moors & Cabot, Inc. | 6,328 | $489.5K | 0.03% | −987−13.5% | Reduced |
| SOL Capital Management CO | 6,370 | $493.0K | 0.07% | +6,370 | New |
| Yousif Capital Management, LLC | 6,439 | $498.1K | 0.01% | +257+4.2% | Added |
| Nicholas Investment Partners, LP | 6,486 | $501.7K | 0.06% | +638+10.9% | Added |
| Sawtooth Solutions, LLC | 6,508 | $503.4K | 0.01% | +1,620+33.1% | Added |
| Bleakley Financial Group, LLC | 6,508 | $503.4K | 0.02% | +1,620+33.1% | Added |
| Lincoln National Corp | 6,518 | $504.2K | 0.01% | +579+9.7% | Added |
| WealthPlan Investment Management, LLC | 6,548 | $506.5K | 0.08% | −71−1.1% | Reduced |
| Forum Financial Management, LP | 6,594 | $510.0K | 0.01% | +1,991+43.3% | Added |
| Sigma Planning Corp | 6,611 | $511.3K | 0.04% | −8,552−56.4% | Reduced |
| Principal Securities, Inc. | 6,615 | $511.7K | 0.02% | +6,615 | New |
| Hoylecohen, LLC | 6,642 | $513.8K | 0.04% | −605−8.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,644 | $513.9K | 0.05% | −51,706−88.6% | Reduced |
| Scotia Capital Inc. | 6,742 | $521.5K | 0.00% | −736−9.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,743 | $521.6K | 0.03% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 6,768 | $523.5K | 0.06% | 00.0% | Unchanged |
| Altrafin AG | 6,870 | $531.4K | 0.20% | −5,000−42.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,982 | $548.5K | 0.13% | +7,982 | New |
| Brinker Capital Investments, LLC | 7,930 | $549.6K | 0.01% | +2,607+49.0% | Added |
| Orion Portfolio Solutions, LLC | 7,930 | $549.6K | 0.01% | +2,607+49.0% | Added |
| Mutual Advisors, LLC | 7,164 | $554.1K | 0.02% | −217−2.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,166 | $554.3K | 0.05% | +1,727+31.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 7,209 | $557.6K | 0.64% | −766−9.6% | Reduced |
| Mizuho Securities Co. Ltd. | 7,220 | $558.5K | 2.00% | −930−11.4% | Reduced |
| RF&L Wealth Management, LLC | 7,275 | $562.7K | 0.47% | 00.0% | Unchanged |
| Maven Securities LTD | 7,300 | $564.7K | 0.06% | −18,028−71.2% | Reduced |
| Independent Advisor Alliance | 7,322 | $566.4K | 0.02% | +10.0% | Added |
| Banque Pictet & Cie SA | 7,400 | $572.4K | 0.01% | −1,611−17.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,507 | $580.7K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,508 | $580.7K | 0.05% | +2,722+56.9% | Added |