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 27 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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 7,516 | $581.4K | 0.34% | +10.0% | Added |
| DFPG Investments, LLC | 8,578 | $588.7K | 0.05% | +8,578 | New |
| Wetherby Asset Management Inc | 7,670 | $593.3K | 0.03% | +2,241+41.3% | Added |
| Atomi Financial Group, Inc. | 7,675 | $593.7K | 0.08% | +7,675 | New |
| Signaturefd, LLC | 7,750 | $599.5K | 0.01% | +2,185+39.3% | Added |
| Octavia Wealth Advisors, LLC | 7,793 | $602.8K | 0.11% | −406−5.0% | Reduced |
| Regal Investment Advisors LLC | 7,888 | $610.1K | 0.05% | −73−0.9% | Reduced |
| Sunbelt Securities, Inc. | 7,912 | $612.0K | 0.08% | +275+3.6% | Added |
| Jasper Ridge Partners, L.P. | 7,927 | $613.2K | 0.02% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,932 | $613.5K | 0.04% | −66−0.8% | Reduced |
| Financial Advocates Investment Management | 7,991 | $618.1K | 0.04% | −371−4.4% | Reduced |
| Pittenger & Anderson Inc | 8,000 | $618.8K | 0.03% | +8,000 | New |
| Westwood Wealth Management | 8,110 | $627.3K | 0.48% | −360−4.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,159 | $631.1K | 0.01% | −972−10.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,280 | $640.5K | 0.01% | +8,280 | New |
| Gladstone Institutional Advisory LLC | 8,291 | $641.3K | 0.04% | +8,291 | New |
| Metis Global Partners, LLC | 8,344 | $645.4K | 0.03% | −5,164−38.2% | Reduced |
| Davenport & Co LLC | 8,361 | $646.7K | 0.00% | −611−6.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 8,400 | $649.7K | 0.15% | −4,000−32.3% | Reduced |
| Synovus Financial Corp | 8,420 | $651.3K | 0.01% | +8,420 | New |
| Profit Investment Management, LLC | 8,455 | $654.0K | 0.37% | −356−4.0% | Reduced |
| Berger Financial Group, Inc | 8,518 | $658.9K | 0.07% | −1,887−18.1% | Reduced |
| AXA S.A. | 8,526 | $659.5K | 0.00% | −1,103−11.5% | Reduced |
| Prospera Financial Services Inc | 8,659 | $669.8K | 0.02% | +1,083+14.3% | Added |
| Spark Investment Management LLC | 8,700 | $672.9K | 4.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 8,716 | $674.2K | 0.13% | −466−5.1% | Reduced |
| Miracle Mile Advisors, LLC | 8,723 | $674.7K | 0.02% | −147−1.7% | Reduced |
| CFM Wealth Partners LLC | 8,774 | $678.7K | 0.15% | −174−1.9% | Reduced |
| SeaBridge Investment Advisors LLC | 8,788 | $679.8K | 0.20% | −388−4.2% | Reduced |
| XR Securities LLC | 8,807 | $681.2K | 0.21% | +3,398+62.8% | Added |
| Ossiam | 8,861 | $685.4K | 0.01% | +1,011+12.9% | Added |
| Park Avenue Securities LLC | 8,915 | $690.0K | 0.01% | +2,646+42.2% | Added |
| Snowden Capital Advisors LLC | 8,966 | $693.5K | 0.03% | −3,839−30.0% | Reduced |
| NewEdge Wealth, LLC | 8,998 | $696.0K | 0.02% | +2,970+49.3% | Added |
| We Are One Seven, LLC | 9,133 | $706.4K | 0.04% | +221+2.5% | Added |
| Kinneret Advisory, LLC | 9,139 | $706.9K | 0.08% | −58−0.6% | Reduced |
| Commerce Bank | 9,166 | $709.0K | 0.01% | −478−5.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,295 | $719.0K | 0.01% | −1,112−10.7% | Reduced |
| Virtu Financial LLC | 9,333 | $722.0K | 0.06% | −19,309−67.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 9,500 | $734.8K | 0.13% | −9,330−49.5% | Reduced |
| Mach-1 Financial Group, Inc. | 9,514 | $735.9K | 0.28% | +9,514 | New |
| Perigon Wealth Management, LLC | 9,566 | $739.9K | 0.02% | +1,684+21.4% | Added |
| Gilbert & Cook, Inc. | 9,567 | $740.0K | 0.10% | +714+8.1% | Added |
| SeaCrest Wealth Management, LLC | 11,204 | $750.2K | 0.09% | +463+4.3% | Added |
| Friedenthal Financial | 9,939 | $768.8K | 0.50% | +9,939 | New |
| Winton Group Ltd | 9,986 | $772.4K | 0.06% | +9,986 | New |
| Bridgecreek Investment Management, LLC | 10,000 | $773.5K | 0.15% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 10,000 | $773.5K | 0.27% | +10,000 | New |
| Alpha DNA Investment Management LLC | 10,132 | $783.7K | 0.47% | +10,132 | New |
| Rakuten Securities, Inc. | 10,268 | $794.2K | 0.63% | +10,268 | New |
| Gsa Capital Partners LLP | 10,341 | $800.0K | 0.07% | −12,951−55.6% | Reduced |
| Advisory Services Network, LLC | 10,373 | $802.4K | 0.02% | −14,518−58.3% | Reduced |
| Impax Asset Management Group plc | 10,376 | $802.6K | 0.00% | −3,428−24.8% | Reduced |
| CIBC Private Wealth Group, LLC | 10,395 | $804.1K | 0.00% | −34−0.3% | Reduced |
| Apollon Wealth Management, LLC | 10,408 | $805.1K | 0.03% | +3,086+42.1% | Added |
| Brown Brothers Harriman & Co | 10,423 | $806.2K | 0.01% | −45−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,456 | $808.8K | 0.40% | +727+7.5% | Added |
| Wealthcare Advisory Partners LLC | 10,479 | $810.6K | 0.03% | −1,184−10.2% | Reduced |
| Stratos Wealth Advisors, LLC | 10,488 | $811.2K | 0.05% | +691+7.1% | Added |
| BIT Capital GmbH | 10,502 | $812.3K | 0.09% | −28,136−72.8% | Reduced |
| AtonRa Partners | 10,643 | $823.2K | 1.64% | −3,035−22.2% | Reduced |
| Chartwell Investment Partners, LLC | 10,696 | $827.0K | 0.03% | +10,696 | New |
| Capital Group Investment Management Pte. Ltd. | 10,721 | $829.3K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,761 | $832.4K | 0.02% | +6,111+131.4% | Added |
| Focus Financial Network Inc | 10,771 | $833.1K | 0.03% | +10,771 | New |
| Quadcap Wealth Management, LLC | 10,814 | $836.5K | 0.22% | +10,814 | New |
| Centiva Capital, LP | 10,837 | $838.2K | 0.05% | −34,493−76.1% | Reduced |
| Interchange Capital Partners, LLC | 10,790 | $839.7K | 0.63% | +2,575+31.3% | Added |
| Marshall Wace, LLP | 10,887 | $842.1K | 0.00% | −21,641−66.5% | Reduced |
| Aviance Capital Partners, LLC | 11,023 | $852.6K | 0.18% | +220+2.0% | Added |
| PFG Investments, LLC | 11,084 | $857.3K | 0.16% | −418−3.6% | Reduced |
| National Philanthropic Trust | 11,126 | $860.6K | 0.02% | +11,126 | New |
| Vestcor Inc | 11,183 | $865.0K | 0.03% | −116−1.0% | Reduced |
| Bahl & Gaynor Inc | 11,401 | $881.9K | 0.01% | +11,401 | New |
| One Wealth Management Investment & Advisory Services, LLC | 11,530 | $891.8K | 0.40% | +11,530 | New |
| SWS Partners | 11,656 | $901.6K | 0.29% | −188−1.6% | Reduced |
| La Banque Postale Asset Management SA | 11,671 | $902.8K | 0.02% | +6,738+136.6% | Added |
| D.A. Davidson & Co. | 11,677 | $903.2K | 0.01% | −177−1.5% | Reduced |
| Corton Capital Inc. | 11,861 | $917.4K | 0.29% | +11,861 | New |
| Guardian Capital Advisors LP | 13,255 | $918.7K | 0.10% | +13,255 | New |
| Moran Wealth Management, LLC | 11,931 | $922.9K | 0.03% | +11,931 | New |
| Capital Markets Trading UK LLP | 12,005 | $929.0K | 0.69% | +12,005 | New |
| ExodusPoint Capital Management, LP | 12,025 | $930.0K | 0.01% | −15,081−55.6% | Reduced |
| DRW Securities, LLC | 12,112 | $937.0K | 0.03% | +12,112 | New |
| Jefferies Financial Group Inc. | 12,201 | $943.7K | 0.01% | −224,265−94.8% | Reduced |
| Acorn Financial Advisory Services Inc | 12,285 | $949.7K | 0.17% | −7,592−38.2% | Reduced |
| Degroof Petercam Asset Management | 12,398 | $959.0K | 0.01% | +12,398 | New |
| Allspring Global Investments Holdings, LLC | 12,459 | $963.7K | 0.00% | +12,353+11,653.8% | Added |
| Strategic Advisors LLC | 12,475 | $964.9K | 0.18% | −15−0.1% | Reduced |
| Boomfish Wealth Group, LLC | 12,527 | $969.0K | 0.70% | +12,527 | New |
| AnglePoint Asset Management Ltd | 12,539 | $969.9K | 1.23% | +12,539 | New |
| Quantbot Technologies LP | 12,682 | $981.0K | 0.06% | −43,105−77.3% | Reduced |
| National Asset Management, Inc. | 12,695 | $982.0K | 0.03% | −1,132−8.2% | Reduced |
| Investment Management Corp of Ontario | 12,848 | $993.8K | 0.02% | +12,848 | New |
| HN Saltoro Capital, LP | 13,000 | $1.01M | 3.85% | +13,000 | New |
| Stratos Wealth Partners, LTD. | 13,085 | $1.01M | 0.02% | −396−2.9% | Reduced |
| Verition Fund Management LLC | 13,128 | $1.02M | 0.01% | −3,315−20.2% | Reduced |
| Old Mission Capital LLC | 13,370 | $1.03M | 0.03% | −25,578−65.7% | Reduced |
| HB Wealth Management, LLC | 13,578 | $1.05M | 0.02% | +2,072+18.0% | Added |
| Sequoia Financial Advisors, LLC | 13,590 | $1.05M | 0.01% | +13,590 | New |