Block, Inc.

XYZ

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001512673

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Block, Inc. as of Mar 31, 2024. 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: 1,071; +55 vs. Q4 2023
Shares held: 385.4M; +1.42M (+0.4%) vs. Q4 2023
Total value: $32.5B; +$2.85B (+9.6%) vs. Q4 2023
New holders: 162; 376 more added
Sold out: 107; 323 more reduced

16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,071 institutions

Value heldQ1 2024: $32.5B

Institutions holding XYZ and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q4 2023.

Institutions holding XYZ in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Management Professionals, Inc.	4	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	4	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$5	0.00%	0	Unchanged
Sofos Investments, Inc.	0	$19	0.00%	0	New
Core Alternative Capital	1	$85	0.00%	−124−99.2%	Reduced
Gordian Capital Singapore Pte Ltd	1	$85	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	1	$85	0.00%	00.0%	Unchanged
Gs Investments, Inc.	4	$338	0.00%	00.0%	Unchanged
REAP Financial Group, LLC	4	$338	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	4	$339	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	4	$339	0.00%	00.0%	Unchanged
Global Assets Advisory, LLC	29,570	$363	0.02%	+29,570	New
FRG Family Wealth Advisors LLC	5	$365	0.00%	+5	New
DHJJ Financial Advisors, Ltd.	5	$423	0.00%	00.0%	Unchanged
Robbins Farley LLC	5	$423	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	5	$423	0.00%	+5	New
PayPay Securities Corp	7	$592	0.03%	−1−12.5%	Reduced
Thompson Investment Management, Inc.	8	$677	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	8	$677	0.00%	00.0%	Unchanged
Retirement Group, LLC	8	$677	0.00%	00.0%	Unchanged
Wiser Advisor Group LLC	8	$677	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	8	$677	0.00%	+2+33.3%	Added
Delos Wealth Advisors, LLC	10	$846	0.00%	−2−16.7%	Reduced
Investors Research Corp	10	$846	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	10	$846	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	10	$846	0.00%	00.0%	Unchanged
TFC Financial Management	11	$931	0.00%	+3+37.5%	Added
Ogorek Anthony Joseph	15	$1.00K	0.00%	+15	New
Granite FO LLC	17	$1.10K	0.00%	+17	New
ORG Partners LLC	14	$1.14K	0.00%	−7−33.3%	Reduced
GHP Investment Advisors, Inc.	14	$1.19K	0.00%	−2−12.5%	Reduced
Tompkins Financial Corp	15	$1.27K	0.00%	−20−57.1%	Reduced
Assetmark, Inc	15	$1.27K	0.00%	−3−16.7%	Reduced
Citizens National Bank Trust Department	15	$1.27K	0.00%	00.0%	Unchanged
Richardson Capital Management LLC	16	$1.35K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	17	$1.44K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	21	$1.78K	0.00%	+4+23.5%	Added
Armstrong Advisory Group, Inc	25	$1.93K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	20	$2.00K	0.00%	−85−81.0%	Reduced
GW&K Investment Management, LLC	19	$2.00K	0.00%	00.0%	Unchanged
Gen-Wealth Partners Inc	24	$2.03K	0.00%	+24	New
CGC Financial Services, LLC	25	$2.12K	0.00%	00.0%	Unchanged
Abound Wealth Management	25	$2.13K	0.00%	−14−35.9%	Reduced
Concord Wealth Partners	26	$2.20K	0.00%	+2+8.3%	Added
Carmichael Hill & Associates, Inc.	26	$2.20K	0.00%	00.0%	Unchanged
Main Street Group, LTD	29	$2.36K	0.00%	00.0%	Unchanged
Tacita Capital Inc	28	$2.37K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	36	$2.50K	0.00%	−1−2.7%	Reduced
Wetzel Investment Advisors, Inc.	35	$2.52K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	30	$2.54K	0.00%	+4+15.4%	Added
Wolff Wiese Magana LLC	30	$2.54K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	30	$2.54K	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	30	$2.54K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	32	$2.71K	0.00%	00.0%	Unchanged
Belmont Capital, LLC	34	$2.88K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	35	$2.96K	0.00%	+35	New
Bellevue Asset Management, LLC	36	$3.04K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	45	$3.09K	0.00%	+45	New
Montag A & Associates Inc	37	$3.13K	0.00%	−312−89.4%	Reduced
Grove Bank & Trust	38	$3.21K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	38	$3.21K	0.00%	00.0%	Unchanged
Mma Asset Management LLC	38	$3.21K	0.00%	+38	New
Cedar Wealth Management, LLC	40	$3.38K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	41	$3.47K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	42	$3.55K	0.00%	+8+23.5%	Added
Hartford Financial Management Inc.	43	$3.64K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	43	$3.64K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	46	$3.89K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	47	$3.98K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	50	$4.00K	0.00%	+50	New
Heritage Wealth Advisors	49	$4.14K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	50	$4.23K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	50	$4.23K	0.00%	00.0%	Unchanged
BFSG, LLC	50	$4.23K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	50	$4.23K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	50	$4.23K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	53	$4.48K	0.00%	00.0%	Unchanged
Gradient Investments LLC	54	$4.57K	0.00%	−30−35.7%	Reduced
Oliver Lagore Vanvalin Investment Group	55	$4.65K	0.00%	−35−38.9%	Reduced
Pflug Koory, LLC	57	$4.82K	0.00%	00.0%	Unchanged
Hilltop National Bank	60	$5.08K	0.00%	+60	New
WR Wealth Planners, LLC	64	$5.41K	0.00%	+64	New
Caldwell Trust Co	69	$5.84K	0.00%	00.0%	Unchanged
Clean Yield Group	70	$5.92K	0.00%	00.0%	Unchanged
Islay Capital Management, LLC	70	$5.92K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	74	$6.26K	0.00%	−93−55.7%	Reduced
CVA Family Office, LLC	74	$6.26K	0.00%	−5−6.3%	Reduced
MV Capital Management, Inc.	75	$6.34K	0.00%	+42+127.3%	Added
New Covenant Trust Company, N.A.	76	$6.43K	0.01%	+76	New
Naples Money Management LLC	80	$6.77K	0.01%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	84	$7.12K	0.00%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	100	$7.16K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	85	$7.19K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	85	$7.19K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	87	$7.36K	0.00%	00.0%	Unchanged
Park Place Capital Corp	89	$7.53K	0.00%	+1+1.1%	Added
Meeder Asset Management Inc	90	$7.61K	0.00%	+90	New
Toth Financial Advisory Corp	90	$7.61K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	92	$7.65K	0.00%	+92	New
Bell Investment Advisors, Inc	92	$7.78K	0.00%	+8+9.5%	Added