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 |
|---|---|---|---|---|---|
| Harbert Fund Advisors, Inc. | 16,750 | $1.30M | 0.89% | +16,750 | New |
| Atria Wealth Solutions, Inc. | 16,720 | $1.29M | 0.02% | +1,897+12.8% | Added |
| Sloy Dahl & Holst, LLC | 16,529 | $1.28M | 0.26% | 00.0% | Unchanged |
| Bank of New Hampshire | 16,520 | $1.28M | 0.36% | −1,435−8.0% | Reduced |
| Sepio Capital, LP | 16,446 | $1.27M | 0.11% | −8,890−35.1% | Reduced |
| Oak Thistle LLC | 16,414 | $1.27M | 0.36% | +9,157+126.2% | Added |
| Cetera Advisors LLC | 16,351 | $1.26M | 0.02% | −1,857−10.2% | Reduced |
| Empowered Funds, LLC | 16,189 | $1.25M | 0.03% | +3,863+31.3% | Added |
| FDx Advisors, Inc. | 16,001 | $1.24M | 0.10% | +3,978+33.1% | Added |
| CWM, LLC | 15,955 | $1.23M | 0.01% | +8,882+125.6% | Added |
| Garrison Point Advisors, LLC | 15,938 | $1.23M | 0.87% | −900−5.3% | Reduced |
| Wedbush Securities Inc | 15,717 | $1.22M | 0.05% | −2,318−12.9% | Reduced |
| Flagship Harbor Advisors, LLC | 15,669 | $1.21M | 0.09% | −702−4.3% | Reduced |
| Burney Co | 15,653 | $1.21M | 0.05% | +15,653 | New |
| Harvest Portfolios Group Inc. | 15,495 | $1.20M | 0.05% | −612−3.8% | Reduced |
| Twin Capital Management Inc | 15,467 | $1.20M | 0.16% | +15,467 | New |
| CIBC World Markets Corp | 15,307 | $1.18M | 0.01% | +15,307 | New |
| TownSquare Capital, LLC | 15,244 | $1.18M | 0.02% | −14,556−48.8% | Reduced |
| Insight Holdings Group, LLC | 15,200 | $1.18M | 0.03% | +15,200 | New |
| Alps Advisors Inc | 15,162 | $1.17M | 0.01% | −2,949−16.3% | Reduced |
| Foundations Investment Advisors, LLC | 16,861 | $1.12M | 0.03% | −564−3.2% | Reduced |
| Red Spruce Capital, LLC | 14,490 | $1.12M | 0.58% | +327+2.3% | Added |
| Tokio Marine Asset Management Co Ltd | 14,310 | $1.11M | 0.06% | −1,000−6.5% | Reduced |
| TCG Advisory Services, LLC | 14,301 | $1.11M | 0.08% | +14,301 | New |
| Axxcess Wealth Management, LLC | 14,217 | $1.10M | 0.03% | +3,429+31.8% | Added |
| Titleist Asset Management, LLC | 14,088 | $1.09M | 0.20% | +28+0.2% | Added |
| Steel Peak Wealth Management LLC | 14,076 | $1.09M | 0.06% | −4,891−25.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $1.08M | 0.59% | −5,000−26.3% | Reduced |
| Ninepoint Partners LP | 13,695 | $1.06M | 0.15% | −1,500−9.9% | Reduced |
| Arete Wealth Advisors, LLC | 13,674 | $1.06M | 0.08% | +1,384+11.3% | Added |
| Cipher Capital LP | 13,600 | $1.05M | 0.34% | +1,910+16.3% | Added |
| Sequoia Financial Advisors, LLC | 13,590 | $1.05M | 0.01% | +13,590 | New |
| HB Wealth Management, LLC | 13,578 | $1.05M | 0.02% | +2,072+18.0% | Added |
| Old Mission Capital LLC | 13,370 | $1.03M | 0.03% | −25,578−65.7% | Reduced |
| Verition Fund Management LLC | 13,128 | $1.02M | 0.01% | −3,315−20.2% | Reduced |
| Stratos Wealth Partners, LTD. | 13,085 | $1.01M | 0.02% | −396−2.9% | Reduced |
| HN Saltoro Capital, LP | 13,000 | $1.01M | 3.85% | +13,000 | New |
| Investment Management Corp of Ontario | 12,848 | $993.8K | 0.02% | +12,848 | New |
| National Asset Management, Inc. | 12,695 | $982.0K | 0.03% | −1,132−8.2% | Reduced |
| Quantbot Technologies LP | 12,682 | $981.0K | 0.06% | −43,105−77.3% | Reduced |
| AnglePoint Asset Management Ltd | 12,539 | $969.9K | 1.23% | +12,539 | New |
| Boomfish Wealth Group, LLC | 12,527 | $969.0K | 0.70% | +12,527 | New |
| Strategic Advisors LLC | 12,475 | $964.9K | 0.18% | −15−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,459 | $963.7K | 0.00% | +12,353+11,653.8% | Added |
| Degroof Petercam Asset Management | 12,398 | $959.0K | 0.01% | +12,398 | New |
| Acorn Financial Advisory Services Inc | 12,285 | $949.7K | 0.17% | −7,592−38.2% | Reduced |
| Jefferies Financial Group Inc. | 12,201 | $943.7K | 0.01% | −224,265−94.8% | Reduced |
| DRW Securities, LLC | 12,112 | $937.0K | 0.03% | +12,112 | New |
| ExodusPoint Capital Management, LP | 12,025 | $930.0K | 0.01% | −15,081−55.6% | Reduced |
| Capital Markets Trading UK LLP | 12,005 | $929.0K | 0.69% | +12,005 | New |
| Moran Wealth Management, LLC | 11,931 | $922.9K | 0.03% | +11,931 | New |
| Guardian Capital Advisors LP | 13,255 | $918.7K | 0.10% | +13,255 | New |
| Corton Capital Inc. | 11,861 | $917.4K | 0.29% | +11,861 | New |
| D.A. Davidson & Co. | 11,677 | $903.2K | 0.01% | −177−1.5% | Reduced |
| La Banque Postale Asset Management SA | 11,671 | $902.8K | 0.02% | +6,738+136.6% | Added |
| SWS Partners | 11,656 | $901.6K | 0.29% | −188−1.6% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 11,530 | $891.8K | 0.40% | +11,530 | New |
| Bahl & Gaynor Inc | 11,401 | $881.9K | 0.01% | +11,401 | New |
| Vestcor Inc | 11,183 | $865.0K | 0.03% | −116−1.0% | Reduced |
| National Philanthropic Trust | 11,126 | $860.6K | 0.02% | +11,126 | New |
| PFG Investments, LLC | 11,084 | $857.3K | 0.16% | −418−3.6% | Reduced |
| Aviance Capital Partners, LLC | 11,023 | $852.6K | 0.18% | +220+2.0% | Added |
| Marshall Wace, LLP | 10,887 | $842.1K | 0.00% | −21,641−66.5% | Reduced |
| Interchange Capital Partners, LLC | 10,790 | $839.7K | 0.63% | +2,575+31.3% | Added |
| Centiva Capital, LP | 10,837 | $838.2K | 0.05% | −34,493−76.1% | Reduced |
| Quadcap Wealth Management, LLC | 10,814 | $836.5K | 0.22% | +10,814 | New |
| Focus Financial Network Inc | 10,771 | $833.1K | 0.03% | +10,771 | New |
| Kingsview Wealth Management, LLC | 10,761 | $832.4K | 0.02% | +6,111+131.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 10,721 | $829.3K | 0.09% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 10,696 | $827.0K | 0.03% | +10,696 | New |
| AtonRa Partners | 10,643 | $823.2K | 1.64% | −3,035−22.2% | Reduced |
| BIT Capital GmbH | 10,502 | $812.3K | 0.09% | −28,136−72.8% | Reduced |
| Stratos Wealth Advisors, LLC | 10,488 | $811.2K | 0.05% | +691+7.1% | Added |
| Wealthcare Advisory Partners LLC | 10,479 | $810.6K | 0.03% | −1,184−10.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,456 | $808.8K | 0.40% | +727+7.5% | Added |
| Brown Brothers Harriman & Co | 10,423 | $806.2K | 0.01% | −45−0.4% | Reduced |
| Apollon Wealth Management, LLC | 10,408 | $805.1K | 0.03% | +3,086+42.1% | Added |
| CIBC Private Wealth Group, LLC | 10,395 | $804.1K | 0.00% | −34−0.3% | Reduced |
| Impax Asset Management Group plc | 10,376 | $802.6K | 0.00% | −3,428−24.8% | Reduced |
| Advisory Services Network, LLC | 10,373 | $802.4K | 0.02% | −14,518−58.3% | Reduced |
| Gsa Capital Partners LLP | 10,341 | $800.0K | 0.07% | −12,951−55.6% | Reduced |
| Rakuten Securities, Inc. | 10,268 | $794.2K | 0.63% | +10,268 | New |
| Alpha DNA Investment Management LLC | 10,132 | $783.7K | 0.47% | +10,132 | 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 |
| Winton Group Ltd | 9,986 | $772.4K | 0.06% | +9,986 | New |
| Friedenthal Financial | 9,939 | $768.8K | 0.50% | +9,939 | New |
| SeaCrest Wealth Management, LLC | 11,204 | $750.2K | 0.09% | +463+4.3% | Added |
| Gilbert & Cook, Inc. | 9,567 | $740.0K | 0.10% | +714+8.1% | Added |
| Perigon Wealth Management, LLC | 9,566 | $739.9K | 0.02% | +1,684+21.4% | Added |
| Mach-1 Financial Group, Inc. | 9,514 | $735.9K | 0.28% | +9,514 | New |
| Sompo Asset Management Co., Ltd. | 9,500 | $734.8K | 0.13% | −9,330−49.5% | Reduced |
| Virtu Financial LLC | 9,333 | $722.0K | 0.06% | −19,309−67.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,295 | $719.0K | 0.01% | −1,112−10.7% | Reduced |
| Commerce Bank | 9,166 | $709.0K | 0.01% | −478−5.0% | Reduced |
| Kinneret Advisory, LLC | 9,139 | $706.9K | 0.08% | −58−0.6% | Reduced |
| We Are One Seven, LLC | 9,133 | $706.4K | 0.04% | +221+2.5% | Added |
| NewEdge Wealth, LLC | 8,998 | $696.0K | 0.02% | +2,970+49.3% | Added |
| Snowden Capital Advisors LLC | 8,966 | $693.5K | 0.03% | −3,839−30.0% | Reduced |
| Park Avenue Securities LLC | 8,915 | $690.0K | 0.01% | +2,646+42.2% | Added |