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 |
|---|---|---|---|---|---|
| Cipher Capital LP | 13,600 | $1.05M | 0.34% | +1,910+16.3% | Added |
| Arete Wealth Advisors, LLC | 13,674 | $1.06M | 0.08% | +1,384+11.3% | Added |
| Ninepoint Partners LP | 13,695 | $1.06M | 0.15% | −1,500−9.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $1.08M | 0.59% | −5,000−26.3% | Reduced |
| Steel Peak Wealth Management LLC | 14,076 | $1.09M | 0.06% | −4,891−25.8% | Reduced |
| Titleist Asset Management, LLC | 14,088 | $1.09M | 0.20% | +28+0.2% | Added |
| Axxcess Wealth Management, LLC | 14,217 | $1.10M | 0.03% | +3,429+31.8% | Added |
| TCG Advisory Services, LLC | 14,301 | $1.11M | 0.08% | +14,301 | New |
| Tokio Marine Asset Management Co Ltd | 14,310 | $1.11M | 0.06% | −1,000−6.5% | Reduced |
| Red Spruce Capital, LLC | 14,490 | $1.12M | 0.58% | +327+2.3% | Added |
| Foundations Investment Advisors, LLC | 16,861 | $1.12M | 0.03% | −564−3.2% | Reduced |
| Alps Advisors Inc | 15,162 | $1.17M | 0.01% | −2,949−16.3% | Reduced |
| Insight Holdings Group, LLC | 15,200 | $1.18M | 0.03% | +15,200 | New |
| TownSquare Capital, LLC | 15,244 | $1.18M | 0.02% | −14,556−48.8% | Reduced |
| CIBC World Markets Corp | 15,307 | $1.18M | 0.01% | +15,307 | New |
| Twin Capital Management Inc | 15,467 | $1.20M | 0.16% | +15,467 | New |
| Harvest Portfolios Group Inc. | 15,495 | $1.20M | 0.05% | −612−3.8% | Reduced |
| Burney Co | 15,653 | $1.21M | 0.05% | +15,653 | New |
| Flagship Harbor Advisors, LLC | 15,669 | $1.21M | 0.09% | −702−4.3% | Reduced |
| Wedbush Securities Inc | 15,717 | $1.22M | 0.05% | −2,318−12.9% | Reduced |
| Garrison Point Advisors, LLC | 15,938 | $1.23M | 0.87% | −900−5.3% | Reduced |
| CWM, LLC | 15,955 | $1.23M | 0.01% | +8,882+125.6% | Added |
| FDx Advisors, Inc. | 16,001 | $1.24M | 0.10% | +3,978+33.1% | Added |
| Empowered Funds, LLC | 16,189 | $1.25M | 0.03% | +3,863+31.3% | Added |
| Cetera Advisors LLC | 16,351 | $1.26M | 0.02% | −1,857−10.2% | Reduced |
| Oak Thistle LLC | 16,414 | $1.27M | 0.36% | +9,157+126.2% | Added |
| Sepio Capital, LP | 16,446 | $1.27M | 0.11% | −8,890−35.1% | Reduced |
| Bank of New Hampshire | 16,520 | $1.28M | 0.36% | −1,435−8.0% | Reduced |
| Sloy Dahl & Holst, LLC | 16,529 | $1.28M | 0.26% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,720 | $1.29M | 0.02% | +1,897+12.8% | Added |
| Harbert Fund Advisors, Inc. | 16,750 | $1.30M | 0.89% | +16,750 | New |
| Motley Fool Asset Management LLC | 16,771 | $1.30M | 0.10% | +1,102+7.0% | Added |
| GFG Capital, LLC | 16,981 | $1.31M | 0.35% | −3,958−18.9% | Reduced |
| Insigneo Advisory Services, LLC | 17,251 | $1.33M | 0.19% | +2,253+15.0% | Added |
| CIBC Asset Management Inc | 17,473 | $1.35M | 0.01% | −1,246−6.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 17,479 | $1.35M | 1.30% | +23+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 17,487 | $1.35M | 0.11% | −1,680−8.8% | Reduced |
| Bridgewater Associates, LP | 17,540 | $1.36M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 17,568 | $1.36M | 0.04% | +7,996+83.5% | Added |
| Rathbone Brothers plc | 17,603 | $1.36M | 0.01% | +499+2.9% | Added |
| Bouvel Investment Partners, LLC | 17,606 | $1.36M | 0.64% | +429+2.5% | Added |
| Coastal Investment Advisors, Inc. | 17,606 | $1.36M | 0.31% | +2,690+18.0% | Added |
| Gould Capital, LLC | 17,611 | $1.36M | 1.00% | −155−0.9% | Reduced |
| AlphaStar Capital Management, LLC | 17,684 | $1.37M | 0.12% | −1,809−9.3% | Reduced |
| Wasatch Advisors Inc | 17,908 | $1.39M | 0.01% | −240,968−93.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,132 | $1.40M | 0.02% | −171−0.9% | Reduced |
| Vinva Investment Management Ltd | 17,741 | $1.41M | 0.10% | +17,741 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 18,416 | $1.42M | 0.01% | +7,130+63.2% | Added |
| River & Mercantile Asset Management LLP | 18,554 | $1.44M | 0.27% | +4,803+34.9% | Added |
| Prudential PLC | 18,772 | $1.45M | 0.02% | −10−0.1% | Reduced |
| MetLife Investment Management | 18,864 | $1.46M | 0.01% | −295−1.5% | Reduced |
| CTC LLC | 18,957 | $1.47M | 0.01% | −143,213−88.3% | Reduced |
| DAG Ventures, LLC | 19,113 | $1.48M | 17.56% | +19,113 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 19,144 | $1.48M | 0.03% | +2,447+14.7% | Added |
| HWG Holdings LP | 19,183 | $1.48M | 0.69% | +19,183 | New |
| Quantinno Capital Management LP | 19,337 | $1.50M | 0.05% | +2,106+12.2% | Added |
| Harbour Investments, Inc. | 19,376 | $1.50M | 0.06% | +3,477+21.9% | Added |
| Harvest Investment Services, LLC | 19,683 | $1.52M | 0.70% | +19,683 | New |
| AXS Investments LLC | 19,694 | $1.52M | 0.37% | +19,694 | New |
| Kestra Private Wealth Services, LLC | 19,890 | $1.54M | 0.04% | +754+3.9% | Added |
| Ghe, LLC | 20,091 | $1.55M | 0.98% | −74−0.4% | Reduced |
| Pitcairn Co | 20,144 | $1.56M | 0.12% | +354+1.8% | Added |
| Old Mission Investment Co LLC | 20,306 | $1.57M | 0.55% | +308+1.5% | Added |
| Gotham Asset Management, LLC | 20,415 | $1.58M | 0.03% | +20,415 | New |
| Longitude (Cayman) Ltd. | 20,500 | $1.59M | 2.54% | +8,000+64.0% | Added |
| Legal Advantage Investments, Inc. | 20,610 | $1.59M | 0.96% | −100−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 20,636 | $1.60M | 0.02% | −1,183−5.4% | Reduced |
| Oppenheimer & Co Inc | 20,854 | $1.61M | 0.03% | +2,101+11.2% | Added |
| Integrated Wealth Concepts LLC | 20,936 | $1.62M | 0.03% | +338+1.6% | Added |
| Marathon Trading Investment Management LLC | 21,009 | $1.63M | 0.31% | −16,989−44.7% | Reduced |
| Seaport Global Advisors, LLC | 21,111 | $1.63M | 3.91% | +11,855+128.1% | Added |
| Penserra Capital Management LLC | 21,140 | $1.63M | 0.03% | −2,590−10.9% | Reduced |
| Compagnie Lombard Odier SCmA | 21,328 | $1.65M | 0.03% | −544−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,359 | $1.65M | 0.02% | +13,802+182.6% | Added |
| Cornercap Investment Counsel Inc | 21,677 | $1.68M | 0.27% | +82+0.4% | Added |
| Evanson Asset Management, LLC | 22,536 | $1.74M | 0.15% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 22,539 | $1.74M | 0.02% | −1,104−4.7% | Reduced |
| Weinberger Asset Management, Inc | 22,543 | $1.74M | 0.90% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 23,076 | $1.78M | 0.29% | +1,784+8.4% | Added |
| Shelton Capital Management | 23,100 | $1.79M | 0.06% | +23,100 | New |
| Bank of Nova Scotia | 23,362 | $1.81M | 0.00% | +13,897+146.8% | Added |
| Richard P Slaughter Associates Inc | 23,447 | $1.81M | 0.45% | −1,137−4.6% | Reduced |
| Cerity Partners LLC | 23,809 | $1.84M | 0.01% | +8,510+55.6% | Added |
| Drive Wealth Management, LLC | 23,968 | $1.85M | 0.60% | +3,320+16.1% | Added |
| AE Wealth Management LLC | 28,588 | $1.86M | 0.01% | +15,692+121.7% | Added |
| Integrated Advisors Network LLC | 24,055 | $1.86M | 0.11% | +12,916+116.0% | Added |
| Gateway Investment Advisers LLC | 24,079 | $1.86M | 0.02% | +12,185+102.4% | Added |
| Maxi Investments CY Ltd | 24,756 | $1.92M | 0.54% | 00.0% | Unchanged |
| Marex Group plc | 24,786 | $1.92M | 0.08% | +8,006+47.7% | Added |
| Campbell Capital Management Inc | 25,000 | $1.93M | 0.91% | +25,000 | New |
| Independent Financial Group, LLC | 25,248 | $1.95M | 0.10% | +6,809+36.9% | Added |
| Teacher Retirement System of Texas | 25,248 | $1.95M | 0.01% | −16,922−40.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,335 | $1.96M | 0.00% | +1,563+6.6% | Added |
| Edgestream Partners, L.P. | 25,605 | $1.98M | 0.14% | +25,605 | New |
| Capital International Inc | 25,775 | $1.99M | 0.03% | +1,870+7.8% | Added |
| Audent Global Asset Management, LLC | 25,883 | $2.00M | 2.39% | −2,319−8.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 25,900 | $2.00M | 0.84% | +25,900 | New |
| Ethic Inc. | 26,193 | $2.03M | 0.06% | +3,832+17.1% | Added |
| Candriam Luxembourg S.C.A. | 27,134 | $2.10M | 0.01% | +440+1.6% | Added |
| Cinctive Capital Management LP | 27,207 | $2.10M | 0.15% | −6,593−19.5% | Reduced |