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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 5,368 | $415.2K | 0.27% | +112+2.1% | Added |
| Capula Management Ltd | 5,355 | $414.2K | 0.03% | +5,355 | New |
| Koss-Olinger Consulting, LLC | 5,358 | $414.0K | 0.04% | +5,358 | New |
| Cravens & Co Advisors, LLC | 5,291 | $409.3K | 0.35% | −15−0.3% | Reduced |
| Keudell/Morrison Wealth Management | 5,284 | $408.7K | 0.13% | −98−1.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,265 | $407.2K | 0.11% | −466−8.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,231 | $404.6K | 0.05% | +5,231 | New |
| Tempus Wealth Planning, LLC | 5,212 | $403.1K | 0.18% | +5,212 | New |
| Point72 Hong Kong Ltd | 5,210 | $403.0K | 0.02% | +5,210 | New |
| Oracle Alpha Inc. | 5,187 | $401.2K | 0.52% | +5,187 | New |
| Caption Management, LLC | 5,171 | $400.0K | 0.04% | −5,829−53.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,145 | $398.0K | 0.01% | +544+11.8% | Added |
| Freestone Capital Holdings, LLC | 5,134 | $397.1K | 0.02% | +90+1.8% | Added |
| Ballentine Partners, LLC | 5,124 | $396.3K | 0.01% | +5,124 | New |
| Wesbanco Bank Inc | 5,095 | $394.1K | 0.02% | +8+0.2% | Added |
| Element Pointe Advisors, LLC | 5,093 | $393.9K | 0.11% | +4+0.1% | Added |
| American Assets Investment Management, LLC | 5,000 | $386.8K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 4,991 | $386.1K | 0.01% | +4,991 | New |
| Addison Capital Co | 4,945 | $382.5K | 0.24% | 00.0% | Unchanged |
| Carson Advisory Inc. | 4,940 | $382.1K | 0.30% | −645−11.5% | Reduced |
| Western Wealth Management, LLC | 4,938 | $382.0K | 0.03% | −27−0.5% | Reduced |
| Ellevest, Inc. | 4,931 | $381.4K | 0.03% | +4,931 | New |
| Gallagher Fiduciary Advisors, LLC | 4,925 | $380.9K | 0.01% | +4,925 | New |
| Prosperity Wealth Management, Inc. | 4,895 | $378.6K | 0.25% | +4,895 | New |
| Chiron Capital Management, LLC | 4,865 | $376.3K | 0.33% | +4,865 | New |
| Y.D. More Investments Ltd | 5,385 | $372.5K | 0.08% | +592+12.4% | Added |
| Savant Capital, LLC | 4,772 | $369.1K | 0.00% | +209+4.6% | Added |
| Convergence Investment Partners, LLC | 4,769 | $369.0K | 0.19% | +4,769 | New |
| Concurrent Investment Advisors, LLC | 4,767 | $368.7K | 0.02% | +4,767 | New |
| Pitti Group Wealth Management, LLC | 4,739 | $366.6K | 0.40% | −530−10.1% | Reduced |
| Eisler Capital (UK) Ltd. | 4,725 | $365.5K | 0.03% | +4,725 | New |
| Boston Private Wealth LLC | 4,699 | $363.5K | 0.01% | −1,848−28.2% | Reduced |
| Siemens Fonds Invest GmbH | 4,691 | $362.8K | 0.03% | −938−16.7% | Reduced |
| Aaron Wealth Advisors | 4,674 | $361.5K | 0.06% | +4,674 | New |
| Cardiff Park Advisors, LLC | 4,634 | $358.4K | 0.04% | +4,634 | New |
| CAP Partners, LLC | 4,602 | $356.0K | 0.35% | +4,602 | New |
| Sheets Smith Wealth Management | 4,583 | $354.5K | 0.05% | +4,583 | New |
| GWM Advisors LLC | 5,064 | $352.6K | 0.00% | +2,765+120.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,515 | $349.2K | 0.00% | +4,515 | New |
| Clear Street Markets LLC | 4,500 | $348.0K | 0.14% | −4,504−50.0% | Reduced |
| Avidian Wealth Solutions, LLC | 4,430 | $342.7K | 0.02% | +4,430 | New |
| Ashton Thomas Private Wealth, LLC | 4,423 | $342.1K | 0.02% | −4,401−49.9% | Reduced |
| O'Dell Group, LLC | 4,422 | $342.0K | 0.09% | +4,422 | New |
| Malaga Cove Capital, LLC | 4,324 | $334.5K | 0.14% | +4,324 | New |
| Evergreen Capital Management LLC | 4,305 | $333.0K | 0.01% | +4,305 | New |
| Conway Capital Management, Inc. | 4,270 | $330.3K | 0.21% | +4,270 | New |
| Premier Path Wealth Partners, LLC | 4,250 | $328.7K | 0.07% | +4,250 | New |
| Security Benefit Life Insurance Co | 4,245 | $328.3K | 0.07% | +4,245 | New |
| Bradley Foster & Sargent Inc | 4,194 | $324.4K | 0.01% | −138−3.2% | Reduced |
| Bluesphere Advisors, LLC | 4,146 | $320.7K | 0.20% | +4,146 | New |
| Meeder Advisory Services, Inc. | 4,141 | $320.3K | 0.04% | −740−15.2% | Reduced |
| Parallel Advisors, LLC | 4,139 | $320.2K | 0.01% | −1,004−19.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,113 | $318.1K | 0.05% | +4,113 | New |
| CAPROCK Group, Inc. | 4,107 | $317.7K | 0.02% | +4,107 | New |
| JB Capital LLC | 4,104 | $317.4K | 0.02% | +4,104 | New |
| Jaffetilchin Investment Partners, LLC | 4,071 | $314.9K | 0.03% | +4,071 | New |
| Greenleaf Trust | 4,060 | $314.0K | 0.00% | +4,060 | New |
| Accurate Wealth Management, LLC | 4,624 | $313.8K | 0.10% | +4,624 | New |
| Monterey Private Wealth, Inc. | 4,040 | $312.5K | 0.14% | +4,040 | New |
| EP Wealth Advisors, LLC | 4,038 | $312.4K | 0.00% | +4,038 | New |
| Meiji Yasuda Life Insurance Co | 4,033 | $312.0K | 0.01% | +4,033 | New |
| Robertson Stephens Wealth Management, LLC | 4,025 | $311.3K | 0.02% | +4,025 | New |
| Empower Advisory Group, LLC | 4,015 | $310.6K | 0.00% | +4,015 | New |
| UniSuper Management Pty Ltd | 4,000 | $309.4K | 0.00% | +200+5.3% | Added |
| MCF Advisors LLC | 3,995 | $309.0K | 0.03% | −68−1.7% | Reduced |
| Golden State Equity Partners | 3,989 | $308.6K | 0.07% | +3,989 | New |
| Sicart Associates LLC | 3,930 | $304.0K | 0.12% | +3,930 | New |
| Sanders Morris Harris LLC | 4,370 | $301.8K | 0.15% | −750−14.6% | Reduced |
| Sargent Investment Group, LLC | 3,875 | $299.7K | 0.07% | +3,875 | New |
| Great Diamond Partners, LLC | 3,856 | $298.3K | 0.07% | +3,856 | New |
| Strategic Blueprint, LLC | 3,844 | $297.3K | 0.02% | +3,844 | New |
| Valeo Financial Advisors, LLC | 3,843 | $297.3K | 0.01% | +3,843 | New |
| Edmond de Rothschild Holding S.A. | 3,840 | $297.0K | 0.01% | +790+25.9% | Added |
| Harbor Investment Advisory, LLC | 3,810 | $294.7K | 0.03% | −51−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,765 | $291.2K | 0.03% | +3,765 | New |
| EMC Capital Management | 3,700 | $286.0K | 0.19% | −1,200−24.5% | Reduced |
| Syon Capital LLC | 3,685 | $285.0K | 0.03% | +3,685 | New |
| Moneta Group Investment Advisors LLC | 3,673 | $284.1K | 0.01% | +3,673 | New |
| Davy Global Fund Management Ltd | 3,665 | $283.5K | 0.03% | +3,665 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,654 | $282.0K | 0.09% | +420+13.0% | Added |
| BluePointe Capital Management, LLC | 3,591 | $277.8K | 0.21% | +3,591 | New |
| Wealth Management Partners, LLC | 3,575 | $276.5K | 0.15% | +3,575 | New |
| White Pine Investment CO | 3,560 | $275.0K | 0.09% | +3,560 | New |
| Libra Wealth LLC | 3,554 | $274.9K | 0.14% | +3,554 | New |
| Harvest Fund Management Co., Ltd | 3,547 | $274.0K | 0.04% | +3,547 | New |
| Meridian Wealth Advisors, LLC | 3,539 | $273.7K | 0.06% | +3,539 | New |
| Sheaff Brock Investment Advisors, LLC | 3,532 | $273.2K | 0.02% | +3,532 | New |
| Smith, Moore & Co. | 3,475 | $268.8K | 0.03% | +3,475 | New |
| Oxford Asset Management LLP | 3,430 | $265.3K | 0.40% | +3,430 | New |
| Personal Cfo Solutions, LLC | 3,418 | $264.4K | 0.05% | +3,418 | New |
| Guggenheim Capital LLC | 3,404 | $263.3K | 0.00% | −15,076−81.6% | Reduced |
| Avestar Capital, LLC | 3,399 | $262.9K | 0.03% | +3,399 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,395 | $262.6K | 0.01% | +3,395 | New |
| Secure Asset Management, LLC | 3,383 | $261.7K | 0.07% | +3,383 | New |
| Simmons Bank | 3,300 | $255.3K | 0.02% | +3,300 | New |
| Perennial Investment Advisors, LLC | 3,299 | $255.2K | 0.04% | +3,299 | New |
| HighPoint Advisor Group LLC | 3,069 | $254.0K | 0.02% | +3,069 | New |
| Woodline Partners LP | 3,279 | $253.6K | 0.00% | −1,808−35.5% | Reduced |
| KG&L Capital Management,LLC | 3,225 | $249.5K | 0.10% | +3,225 | New |
| Legacy Financial Advisors, Inc. | 3,208 | $248.1K | 0.05% | +3,208 | New |