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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 93 | $7.87K | 0.00% | −808−89.7% | Reduced |
| Macroview Investment Management LLC | 93 | $7.87K | 0.01% | −2−2.1% | Reduced |
| SOA Wealth Advisors, LLC. | 93 | $7.87K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 95 | $8.04K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $8.04K | 0.00% | +14+17.3% | Added |
| Central Pacific Bank - Trust Division | 100 | $8.15K | 0.00% | +100 | New |
| Archer Investment Corp | 97 | $8.20K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 98 | $8.29K | 0.00% | −26−21.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 98 | $8.29K | 0.00% | −22−18.3% | Reduced |
| Silicon Valley Capital Partners | 100 | $8.46K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $8.46K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 100 | $8.46K | 0.00% | +100 | New |
| EnRich Financial Partners LLC | 100 | $8.46K | 0.00% | +100 | New |
| Colonial Trust Co | 102 | $8.59K | 0.00% | +2+2.0% | Added |
| Hoertkorn Richard Charles | 102 | $8.63K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 102 | $8.63K | 0.00% | +102 | New |
| Blume Capital Management, Inc. | 106 | $8.97K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 109 | $9.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 122 | $9.44K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 115 | $9.73K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 116 | $9.81K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 117 | $9.90K | 0.01% | +92+368.0% | Added |
| Avion Wealth | 109 | $10.0K | 0.00% | +11+11.2% | Added |
| JJJ Advisors Inc. | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 120 | $10.2K | 0.00% | +40+50.0% | Added |
| TCTC Holdings, LLC | 120 | $10.2K | 0.00% | +120 | New |
| CBIZ Investment Advisory Services, LLC | 120 | $10.2K | 0.00% | +120 | New |
| Missouri Trust & Investment Co | 128 | $10.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 132 | $11.2K | 0.00% | −4−2.9% | Reduced |
| Colonial Trust Advisors | 135 | $11.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 136 | $11.5K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 140 | $11.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 150 | $12.7K | 0.01% | −17,461−99.1% | Reduced |
| PFS Partners, LLC | 150 | $12.7K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 150 | $12.7K | 0.00% | +150 | New |
| Hazlett, Burt & Watson, Inc. | 160 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 164 | $13.9K | 0.01% | +39+31.2% | Added |
| Bogart Wealth, LLC | 164 | $13.9K | 0.00% | +146+811.1% | Added |
| Prestige Wealth Management Group LLC | 165 | $14.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 165 | $14.0K | 0.01% | +43+35.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 166 | $14.0K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 170 | $14.4K | 0.01% | +170 | New |
| Pineridge Advisors LLC | 175 | $14.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 178 | $15.0K | 0.00% | −185−51.0% | Reduced |
| Albion Financial Group | 185 | $15.6K | 0.00% | +185 | New |
| Key Financial Inc | 187 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 189 | $16.0K | 0.01% | −841−81.7% | Reduced |
| Massmutual Trust Co FSB | 197 | $16.7K | 0.00% | +54+37.8% | Added |
| Country Trust Bank | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 204 | $17.3K | 0.00% | +204 | New |
| South State Corp. | 211 | $17.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 215 | $18.2K | 0.00% | −155−41.9% | Reduced |
| Eagle Bay Advisors LLC | 218 | $18.4K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 223 | $18.9K | 0.00% | −19−7.9% | Reduced |
| Smithfield Trust Co | 220 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $19.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 229 | $19.4K | 0.00% | −15−6.1% | Reduced |
| Evermay Wealth Management LLC | 230 | $19.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $20.0K | 0.01% | +237 | New |
| Liberty One Investment Management, LLC | 239 | $20.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 239 | $20.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $21.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 250 | $21.1K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 250 | $21.1K | 0.02% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 280 | $23.7K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 285 | $24.1K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 285 | $24.1K | 0.01% | +285 | New |
| Sound Income Strategies, LLC | 286 | $24.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $24.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 293 | $24.8K | 0.02% | +200+215.1% | Added |
| Elequin Capital LP | 295 | $25.0K | 0.00% | +295 | New |
| Covestor Ltd | 290 | $25.0K | 0.02% | −1−0.3% | Reduced |
| HM Payson & Co | 300 | $25.4K | 0.00% | −100−25.0% | Reduced |
| True Wealth Design, LLC | 300 | $25.4K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 300 | $25.4K | 0.02% | +300 | New |
| Anchor Investment Management, LLC | 301 | $25.5K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 305 | $25.8K | 0.01% | −270−47.0% | Reduced |
| Stone House Investment Management, LLC | 309 | $26.1K | 0.01% | +309 | New |
| Atlantic Trust, LLC | 325 | $27.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 329 | $27.8K | 0.02% | +329 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $29.6K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 376 | $31.8K | 0.02% | −42−10.0% | Reduced |
| Vima LLC | 448 | $33.8K | 0.04% | +8+1.8% | Added |
| Cape Investment Advisory, Inc. | 400 | $33.8K | 0.02% | −119−22.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $33.8K | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 400 | $33.8K | 0.01% | +400 | New |
| Parkside Financial Bank & Trust | 410 | $34.7K | 0.01% | +110+36.7% | Added |
| Mather Group, LLC. | 451 | $34.9K | 0.00% | +451 | New |
| NBC Securities, Inc. | 420 | $35.0K | 0.00% | −8−1.9% | Reduced |
| Sit Investment Associates Inc | 450 | $38.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 450 | $38.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 463 | $39.2K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 470 | $39.8K | 0.01% | +470 | New |
| GPS Wealth Strategies Group, LLC | 472 | $39.9K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 491 | $41.5K | 0.02% | 00.0% | Unchanged |