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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 35,248 | $2.73M | 0.01% | +7,751+28.2% | Added |
| SG Americas Securities, LLC | 34,983 | $2.71M | 0.03% | −167,304−82.7% | Reduced |
| Clarity Capital Partners LLC | 34,843 | $2.70M | 1.90% | +34,843 | New |
| Captrust Financial Advisors | 34,433 | $2.66M | 0.01% | +7,537+28.0% | Added |
| McGuire Investment Group, LLC | 34,280 | $2.65M | 0.44% | −61−0.2% | Reduced |
| Duality Advisers, LP | 33,972 | $2.63M | 0.28% | −29,943−46.8% | Reduced |
| Swedbank AB | 33,798 | $2.61M | 0.00% | −100−0.3% | Reduced |
| Royal Fund Management, LLC | 33,525 | $2.59M | 0.33% | −4,718−12.3% | Reduced |
| Martin Capital Advisors, LLP | 33,290 | $2.57M | 2.17% | −143−0.4% | Reduced |
| Balyasny Asset Management LLC | 32,846 | $2.54M | 0.01% | −921−2.7% | Reduced |
| Neuberger Berman Group LLC | 32,137 | $2.49M | 0.00% | −56,643−63.8% | Reduced |
| Jupiter Asset Management Ltd | 32,094 | $2.48M | 0.02% | −12,347−27.8% | Reduced |
| Harbor Capital Advisors, Inc. | 32,087 | $2.48M | 0.48% | −2,823−8.1% | Reduced |
| Nine Masts Capital Ltd | 31,808 | $2.46M | 1.85% | +31,808 | New |
| Varma Mutual Pension Insurance Co | 31,300 | $2.42M | 0.03% | +31,300 | New |
| China Universal Asset Management Co., Ltd. | 31,000 | $2.40M | 0.47% | +31,000 | New |
| SRN Advisors, LLC | 30,928 | $2.39M | 2.15% | −19,148−38.2% | Reduced |
| Zweig-DiMenna Associates LLC | 30,280 | $2.34M | 0.27% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 29,310 | $2.27M | 0.04% | −1,271−4.2% | Reduced |
| CI Private Wealth, LLC | 28,550 | $2.21M | 0.00% | −2,345−7.6% | Reduced |
| Intech Investment Management LLC | 28,264 | $2.19M | 0.03% | −9,439−25.0% | Reduced |
| JustInvest LLC | 28,252 | $2.19M | 0.06% | +2,111+8.1% | Added |
| Intellectus Partners, LLC | 28,105 | $2.17M | 0.63% | −80−0.3% | Reduced |
| M&T Bank Corp | 27,975 | $2.16M | 0.01% | −7,570−21.3% | Reduced |
| CastleKnight Management LP | 27,800 | $2.15M | 0.34% | +27,800 | New |
| Lecap Asset Management Ltd | 27,601 | $2.13M | 0.78% | +27,601 | New |
| Wealth Enhancement Advisory Services, LLC | 27,489 | $2.13M | 0.01% | −711−2.5% | Reduced |
| Fisher Asset Management, LLC | 27,453 | $2.12M | 0.00% | −14,355−34.3% | Reduced |
| MUFG Securities EMEA plc | 27,302 | $2.11M | 0.18% | −10,906−28.5% | Reduced |
| Clare Market Investments LLC | 27,300 | $2.11M | 0.73% | +4,218+18.3% | Added |
| Avitas Wealth Management LLC | 27,266 | $2.11M | 0.35% | +8,339+44.1% | Added |
| Cinctive Capital Management LP | 27,207 | $2.10M | 0.15% | −6,593−19.5% | Reduced |
| Candriam Luxembourg S.C.A. | 27,134 | $2.10M | 0.01% | +440+1.6% | Added |
| Ethic Inc. | 26,193 | $2.03M | 0.06% | +3,832+17.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 25,900 | $2.00M | 0.84% | +25,900 | New |
| Audent Global Asset Management, LLC | 25,883 | $2.00M | 2.39% | −2,319−8.2% | Reduced |
| Capital International Inc | 25,775 | $1.99M | 0.03% | +1,870+7.8% | Added |
| Edgestream Partners, L.P. | 25,605 | $1.98M | 0.14% | +25,605 | New |
| Northwestern Mutual Wealth Management Co | 25,335 | $1.96M | 0.00% | +1,563+6.6% | Added |
| Teacher Retirement System of Texas | 25,248 | $1.95M | 0.01% | −16,922−40.1% | Reduced |
| Independent Financial Group, LLC | 25,248 | $1.95M | 0.10% | +6,809+36.9% | Added |
| Campbell Capital Management Inc | 25,000 | $1.93M | 0.91% | +25,000 | New |
| Marex Group plc | 24,786 | $1.92M | 0.08% | +8,006+47.7% | Added |
| Maxi Investments CY Ltd | 24,756 | $1.92M | 0.54% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 24,079 | $1.86M | 0.02% | +12,185+102.4% | Added |
| Integrated Advisors Network LLC | 24,055 | $1.86M | 0.11% | +12,916+116.0% | Added |
| AE Wealth Management LLC | 28,588 | $1.86M | 0.01% | +15,692+121.7% | Added |
| Drive Wealth Management, LLC | 23,968 | $1.85M | 0.60% | +3,320+16.1% | Added |
| Cerity Partners LLC | 23,809 | $1.84M | 0.01% | +8,510+55.6% | Added |
| Richard P Slaughter Associates Inc | 23,447 | $1.81M | 0.45% | −1,137−4.6% | Reduced |
| Bank of Nova Scotia | 23,362 | $1.81M | 0.00% | +13,897+146.8% | Added |
| Shelton Capital Management | 23,100 | $1.79M | 0.06% | +23,100 | New |
| Institute for Wealth Management, LLC. | 23,076 | $1.78M | 0.29% | +1,784+8.4% | Added |
| Weinberger Asset Management, Inc | 22,543 | $1.74M | 0.90% | +10.0% | Added |
| Equitable Holdings, Inc. | 22,539 | $1.74M | 0.02% | −1,104−4.7% | Reduced |
| Evanson Asset Management, LLC | 22,536 | $1.74M | 0.15% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 21,677 | $1.68M | 0.27% | +82+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 21,359 | $1.65M | 0.02% | +13,802+182.6% | Added |
| Compagnie Lombard Odier SCmA | 21,328 | $1.65M | 0.03% | −544−2.5% | Reduced |
| Penserra Capital Management LLC | 21,140 | $1.63M | 0.03% | −2,590−10.9% | Reduced |
| Seaport Global Advisors, LLC | 21,111 | $1.63M | 3.91% | +11,855+128.1% | Added |
| Marathon Trading Investment Management LLC | 21,009 | $1.63M | 0.31% | −16,989−44.7% | Reduced |
| Integrated Wealth Concepts LLC | 20,936 | $1.62M | 0.03% | +338+1.6% | Added |
| Oppenheimer & Co Inc | 20,854 | $1.61M | 0.03% | +2,101+11.2% | Added |
| Avantax Advisory Services, Inc. | 20,636 | $1.60M | 0.02% | −1,183−5.4% | Reduced |
| Legal Advantage Investments, Inc. | 20,610 | $1.59M | 0.96% | −100−0.5% | Reduced |
| Longitude (Cayman) Ltd. | 20,500 | $1.59M | 2.54% | +8,000+64.0% | Added |
| Gotham Asset Management, LLC | 20,415 | $1.58M | 0.03% | +20,415 | New |
| Old Mission Investment Co LLC | 20,306 | $1.57M | 0.55% | +308+1.5% | Added |
| Pitcairn Co | 20,144 | $1.56M | 0.12% | +354+1.8% | Added |
| Ghe, LLC | 20,091 | $1.55M | 0.98% | −74−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 19,890 | $1.54M | 0.04% | +754+3.9% | Added |
| AXS Investments LLC | 19,694 | $1.52M | 0.37% | +19,694 | New |
| Harvest Investment Services, LLC | 19,683 | $1.52M | 0.70% | +19,683 | New |
| Harbour Investments, Inc. | 19,376 | $1.50M | 0.06% | +3,477+21.9% | Added |
| Quantinno Capital Management LP | 19,337 | $1.50M | 0.05% | +2,106+12.2% | Added |
| HWG Holdings LP | 19,183 | $1.48M | 0.69% | +19,183 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 19,144 | $1.48M | 0.03% | +2,447+14.7% | Added |
| DAG Ventures, LLC | 19,113 | $1.48M | 17.56% | +19,113 | New |
| CTC LLC | 18,957 | $1.47M | 0.01% | −143,213−88.3% | Reduced |
| MetLife Investment Management | 18,864 | $1.46M | 0.01% | −295−1.5% | Reduced |
| Prudential PLC | 18,772 | $1.45M | 0.02% | −10−0.1% | Reduced |
| River & Mercantile Asset Management LLP | 18,554 | $1.44M | 0.27% | +4,803+34.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,416 | $1.42M | 0.01% | +7,130+63.2% | Added |
| Vinva Investment Management Ltd | 17,741 | $1.41M | 0.10% | +17,741 | New |
| Steward Partners Investment Advisory, LLC | 18,132 | $1.40M | 0.02% | −171−0.9% | Reduced |
| Wasatch Advisors Inc | 17,908 | $1.39M | 0.01% | −240,968−93.1% | Reduced |
| AlphaStar Capital Management, LLC | 17,684 | $1.37M | 0.12% | −1,809−9.3% | Reduced |
| Gould Capital, LLC | 17,611 | $1.36M | 1.00% | −155−0.9% | Reduced |
| Coastal Investment Advisors, Inc. | 17,606 | $1.36M | 0.31% | +2,690+18.0% | Added |
| Bouvel Investment Partners, LLC | 17,606 | $1.36M | 0.64% | +429+2.5% | Added |
| Rathbone Brothers plc | 17,603 | $1.36M | 0.01% | +499+2.9% | Added |
| Raymond James Trust N.A. | 17,568 | $1.36M | 0.04% | +7,996+83.5% | Added |
| Bridgewater Associates, LP | 17,540 | $1.36M | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 17,487 | $1.35M | 0.11% | −1,680−8.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 17,479 | $1.35M | 1.30% | +23+0.1% | Added |
| CIBC Asset Management Inc | 17,473 | $1.35M | 0.01% | −1,246−6.7% | Reduced |
| Insigneo Advisory Services, LLC | 17,251 | $1.33M | 0.19% | +2,253+15.0% | Added |
| GFG Capital, LLC | 16,981 | $1.31M | 0.35% | −3,958−18.9% | Reduced |
| Motley Fool Asset Management LLC | 16,771 | $1.30M | 0.10% | +1,102+7.0% | Added |