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 |
|---|---|---|---|---|---|
| Ossiam | 8,861 | $685.4K | 0.01% | +1,011+12.9% | Added |
| XR Securities LLC | 8,807 | $681.2K | 0.21% | +3,398+62.8% | Added |
| SeaBridge Investment Advisors LLC | 8,788 | $679.8K | 0.20% | −388−4.2% | Reduced |
| CFM Wealth Partners LLC | 8,774 | $678.7K | 0.15% | −174−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 8,723 | $674.7K | 0.02% | −147−1.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 8,716 | $674.2K | 0.13% | −466−5.1% | Reduced |
| Spark Investment Management LLC | 8,700 | $672.9K | 4.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,659 | $669.8K | 0.02% | +1,083+14.3% | Added |
| AXA S.A. | 8,526 | $659.5K | 0.00% | −1,103−11.5% | Reduced |
| Berger Financial Group, Inc | 8,518 | $658.9K | 0.07% | −1,887−18.1% | Reduced |
| Profit Investment Management, LLC | 8,455 | $654.0K | 0.37% | −356−4.0% | Reduced |
| Synovus Financial Corp | 8,420 | $651.3K | 0.01% | +8,420 | New |
| Hussman Strategic Advisors, Inc. | 8,400 | $649.7K | 0.15% | −4,000−32.3% | Reduced |
| Davenport & Co LLC | 8,361 | $646.7K | 0.00% | −611−6.8% | Reduced |
| Metis Global Partners, LLC | 8,344 | $645.4K | 0.03% | −5,164−38.2% | Reduced |
| Gladstone Institutional Advisory LLC | 8,291 | $641.3K | 0.04% | +8,291 | New |
| United Capital Financial Advisers, LLC | 8,280 | $640.5K | 0.01% | +8,280 | New |
| Cullen/Frost Bankers, Inc. | 8,159 | $631.1K | 0.01% | −972−10.6% | Reduced |
| Westwood Wealth Management | 8,110 | $627.3K | 0.48% | −360−4.3% | Reduced |
| Pittenger & Anderson Inc | 8,000 | $618.8K | 0.03% | +8,000 | New |
| Financial Advocates Investment Management | 7,991 | $618.1K | 0.04% | −371−4.4% | Reduced |
| Angeles Investment Advisors, LLC | 7,932 | $613.5K | 0.04% | −66−0.8% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $613.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,912 | $612.0K | 0.08% | +275+3.6% | Added |
| Regal Investment Advisors LLC | 7,888 | $610.1K | 0.05% | −73−0.9% | Reduced |
| Octavia Wealth Advisors, LLC | 7,793 | $602.8K | 0.11% | −406−5.0% | Reduced |
| Signaturefd, LLC | 7,750 | $599.5K | 0.01% | +2,185+39.3% | Added |
| Atomi Financial Group, Inc. | 7,675 | $593.7K | 0.08% | +7,675 | New |
| Wetherby Asset Management Inc | 7,670 | $593.3K | 0.03% | +2,241+41.3% | Added |
| DFPG Investments, LLC | 8,578 | $588.7K | 0.05% | +8,578 | New |
| Key Client Fiduciary Advisors, LLC | 7,516 | $581.4K | 0.34% | +10.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,508 | $580.7K | 0.05% | +2,722+56.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,507 | $580.7K | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 7,400 | $572.4K | 0.01% | −1,611−17.9% | Reduced |
| Independent Advisor Alliance | 7,322 | $566.4K | 0.02% | +10.0% | Added |
| Maven Securities LTD | 7,300 | $564.7K | 0.06% | −18,028−71.2% | Reduced |
| RF&L Wealth Management, LLC | 7,275 | $562.7K | 0.47% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 7,220 | $558.5K | 2.00% | −930−11.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 7,209 | $557.6K | 0.64% | −766−9.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,166 | $554.3K | 0.05% | +1,727+31.8% | Added |
| Mutual Advisors, LLC | 7,164 | $554.1K | 0.02% | −217−2.9% | Reduced |
| 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 |
| Wiley Bros.-Aintree Capital, LLC | 7,982 | $548.5K | 0.13% | +7,982 | New |
| Altrafin AG | 6,870 | $531.4K | 0.20% | −5,000−42.1% | Reduced |
| Tran Capital Management, L.P. | 6,768 | $523.5K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,743 | $521.6K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,742 | $521.5K | 0.00% | −736−9.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,644 | $513.9K | 0.05% | −51,706−88.6% | Reduced |
| Hoylecohen, LLC | 6,642 | $513.8K | 0.04% | −605−8.3% | Reduced |
| Principal Securities, Inc. | 6,615 | $511.7K | 0.02% | +6,615 | New |
| Sigma Planning Corp | 6,611 | $511.3K | 0.04% | −8,552−56.4% | Reduced |
| Forum Financial Management, LP | 6,594 | $510.0K | 0.01% | +1,991+43.3% | Added |
| WealthPlan Investment Management, LLC | 6,548 | $506.5K | 0.08% | −71−1.1% | Reduced |
| Lincoln National Corp | 6,518 | $504.2K | 0.01% | +579+9.7% | 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 |
| Nicholas Investment Partners, LP | 6,486 | $501.7K | 0.06% | +638+10.9% | Added |
| Yousif Capital Management, LLC | 6,439 | $498.1K | 0.01% | +257+4.2% | Added |
| SOL Capital Management CO | 6,370 | $493.0K | 0.07% | +6,370 | New |
| Moors & Cabot, Inc. | 6,328 | $489.5K | 0.03% | −987−13.5% | Reduced |
| Salem Investment Counselors Inc | 6,326 | $489.3K | 0.02% | −855−11.9% | Reduced |
| Left Brain Wealth Management, LLC | 6,301 | $487.4K | 0.28% | +6,301 | New |
| American International Group, Inc. | 6,215 | $480.7K | 0.00% | −165−2.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,202 | $479.7K | 0.08% | −829−11.8% | Reduced |
| Viawealth, LLC | 6,192 | $479.0K | 0.33% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,190 | $478.8K | 0.02% | −35−0.6% | Reduced |
| NorthRock Partners, LLC | 6,112 | $472.8K | 0.02% | +6,112 | New |
| Veriti Management LLC | 6,101 | $472.0K | 0.04% | +6,101 | New |
| Quintet Private Bank (Europe) S.A. | 6,094 | $471.4K | 0.03% | +4,296+238.9% | Added |
| Clark Capital Management Group, Inc. | 6,049 | $467.9K | 0.00% | −1,000−14.2% | Reduced |
| Boothbay Fund Management, LLC | 6,011 | $465.0K | 0.02% | −63,677−91.4% | Reduced |
| IHT Wealth Management, LLC | 6,010 | $464.9K | 0.02% | −1,544−20.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,004 | $464.4K | 0.03% | −100−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 6,481 | $463.6K | 0.00% | −759−10.5% | Reduced |
| Lazari Capital Management, Inc. | 5,992 | $463.5K | 0.27% | −275−4.4% | Reduced |
| Sandy Spring Bank | 5,975 | $462.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 5,860 | $453.3K | 0.01% | +217+3.8% | Added |
| Azzad Asset Management Inc | 5,846 | $452.2K | 0.06% | +9+0.2% | Added |
| Cigna Investments Inc | 5,850 | $452.0K | 0.09% | +82+1.4% | Added |
| Synergy Financial Group, LTD | 5,836 | $451.4K | 0.55% | −171−2.8% | Reduced |
| Private Portfolio Partners LLC | 5,826 | $450.6K | 0.10% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 5,819 | $450.1K | 0.11% | +5,819 | New |
| IFP Advisors, Inc | 5,807 | $449.2K | 0.02% | +1,184+25.6% | Added |
| Williamson Legacy Group, LLC | 5,724 | $442.8K | 0.41% | +5,724 | New |
| Ostrum Asset Management | 5,664 | $438.1K | 0.04% | +4,279+309.0% | Added |
| Nilsine Partners, LLC | 5,663 | $438.0K | 0.07% | −661−10.5% | Reduced |
| Whittier Trust Co | 5,655 | $437.4K | 0.01% | +2,393+73.4% | Added |
| Cim Investment Mangement Inc | 5,630 | $435.5K | 0.14% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 5,611 | $434.0K | 0.10% | +385+7.4% | Added |
| Crossmark Global Holdings, Inc. | 5,557 | $430.0K | 0.01% | −358−6.1% | Reduced |
| Capital Investment Advisory Services, LLC | 5,556 | $429.8K | 0.04% | −248−4.3% | Reduced |
| Verus Capital Partners, LLC | 5,552 | $429.4K | 0.05% | −94−1.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,492 | $424.8K | 0.03% | +5,492 | New |
| Atlas Capital Advisors LLC | 5,487 | $424.4K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,328 | $423.7K | 0.02% | +180+2.9% | Added |
| Beacon Pointe Advisors, LLC | 5,452 | $421.7K | 0.01% | −1,992−26.8% | Reduced |
| Covenant Asset Management, LLC | 5,431 | $420.1K | 0.12% | −550−9.2% | Reduced |
| Fairfield, Bush & Co. | 5,407 | $418.2K | 0.25% | −605−10.1% | Reduced |
| WP Advisors, LLC | 5,381 | $416.2K | 0.15% | +200+3.9% | Added |