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 27 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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 576 | $42.2K | 0.01% | +576 | New |
| Proequities, Inc. | 502 | $42.5K | 0.00% | +191+61.4% | Added |
| Addison Advisors LLC | 505 | $42.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 506 | $42.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 509 | $43.1K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 562 | $47.5K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 575 | $48.6K | 0.01% | +575 | New |
| Impact Partnership Wealth, LLC | 586 | $49.6K | 0.02% | −49−7.7% | Reduced |
| Quent Capital, LLC | 589 | $49.8K | 0.01% | +24+4.2% | Added |
| McClarren Financial Advisors, Inc. | 585 | $50.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 593 | $50.2K | 0.01% | +3+0.5% | Added |
| Hexagon Capital Partners LLC | 594 | $50.2K | 0.01% | −211−26.2% | Reduced |
| Fifth Third Bancorp | 602 | $50.9K | 0.00% | −29−4.6% | Reduced |
| Quadrant Capital Group LLC | 605 | $51.2K | 0.00% | +319+111.5% | Added |
| Ancora Advisors, LLC | 625 | $52.9K | 0.00% | −50−7.4% | Reduced |
| Larson Financial Group LLC | 626 | $52.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 647 | $54.7K | 0.02% | −3,007−82.3% | Reduced |
| Optimum Investment Advisors | 650 | $55.0K | 0.03% | −775−54.4% | Reduced |
| Washington Trust Advisors, Inc. | 658 | $55.7K | 0.01% | +42+6.8% | Added |
| Front Row Advisors LLC | 676 | $57.2K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $57.4K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 682 | $57.7K | 0.01% | −9−1.3% | Reduced |
| Trust Co of Vermont | 702 | $59.4K | 0.00% | +702 | New |
| SRS Capital Advisors, Inc. | 702 | $59.4K | 0.01% | +702 | New |
| CNB Bank | 746 | $63.1K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 765 | $64.0K | 0.01% | +155+25.4% | Added |
| Crewe Advisors LLC | 765 | $64.7K | 0.01% | +765 | New |
| Johnson Financial Group, Inc. | 774 | $65.5K | 0.00% | +774 | New |
| Planning Capital Management Corp | 781 | $66.1K | 0.05% | −10−1.3% | Reduced |
| Rosenberg Matthew Hamilton | 830 | $67.6K | 0.02% | −183−18.1% | Reduced |
| Central Trust Co | 827 | $69.9K | 0.00% | −210−20.3% | Reduced |
| Future Financial Wealth Managment LLC | 837 | $70.8K | 0.05% | +837 | New |
| EverSource Wealth Advisors, LLC | 1,047 | $76.4K | 0.01% | −123−10.5% | Reduced |
| Northwest Investment Counselors, LLC | 915 | $77.4K | 0.02% | +915 | New |
| City State Bank | 925 | $78.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $84.6K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $84.6K | 0.04% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $84.6K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,000 | $84.6K | 0.26% | +950+1,900.0% | Added |
| Hantz Financial Services, Inc. | 1,003 | $85.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $85.0K | 0.00% | +1,000 | New |
| American National Bank | 1,010 | $85.4K | 0.01% | −12−1.2% | Reduced |
| CoreCap Advisors, LLC | 1,032 | $87.3K | 0.00% | +1,032 | New |
| Creative Financial Designs Inc | 1,054 | $89.1K | 0.01% | +105+11.1% | Added |
| Capital Advisors, Ltd. LLC | 1,104 | $93.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,114 | $94.2K | 0.02% | +12+1.1% | Added |
| GAMMA Investing LLC | 1,129 | $95.5K | 0.02% | +164+17.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,142 | $96.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,251 | $105.8K | 0.00% | +298+31.3% | Added |
| Garde Capital, Inc. | 1,297 | $109.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,313 | $111.0K | 0.02% | −199−13.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,209 | $113.7K | 0.01% | −4,885−80.2% | Reduced |
| Jones Financial Companies LLLP | 1,359 | $114.9K | 0.00% | +1,359 | New |
| Private Trust Co NA | 1,382 | $116.9K | 0.01% | +991+253.5% | Added |
| Spire Wealth Management | 1,405 | $118.9K | 0.00% | −591−29.6% | Reduced |
| Hollencrest Capital Management | 1,412 | $119.4K | 0.01% | +1,000+242.7% | Added |
| TD Private Client Wealth LLC | 1,431 | $121.0K | 0.00% | +264+22.6% | Added |
| Harvest Fund Management Co., Ltd | 1,499 | $127.0K | 0.01% | −2,048−57.7% | Reduced |
| Caz Investments LP | 1,500 | $127.0K | 0.25% | 00.0% | Unchanged |
| Tobam | 1,507 | $127.0K | 0.01% | +1,507 | New |
| Truvestments Capital LLC | 1,587 | $134.2K | 0.05% | −85−5.1% | Reduced |
| Acropolis Investment Management, LLC | 1,652 | $139.7K | 0.01% | +5+0.3% | Added |
| Alta Advisers Ltd | 1,700 | $143.8K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $148.4K | 0.01% | −515−22.7% | Reduced |
| Banque Cantonale Vaudoise | 1,800 | $152.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,188 | $152.6K | 0.01% | −235−9.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,821 | $154.0K | 0.00% | −130−6.7% | Reduced |
| Whittier Trust Co | 1,852 | $156.6K | 0.00% | −3,803−67.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,922 | $162.6K | 0.02% | +232+13.7% | Added |
| Kozak & Associates, Inc. | 2,330 | $167.2K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,049 | $173.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,065 | $174.7K | 0.03% | −400−16.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,095 | $177.0K | 0.00% | +356+20.5% | Added |
| Bokf, NA | 2,205 | $179.6K | 0.00% | +31+1.4% | Added |
| City Holding Co | 2,171 | $183.6K | 0.03% | +563+35.0% | Added |
| Delta Accumulation, LLC | 2,225 | $188.2K | 1.17% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 2,600 | $192.5K | 0.19% | +2,600 | New |
| Financial Perspectives, Inc | 2,300 | $194.5K | 0.07% | +155+7.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,355 | $199.3K | 0.13% | +2,355 | New |
| Ci Investments Inc. | 2,373 | $201.0K | 0.00% | +551+30.2% | Added |
| Cherrydale Wealth Management, LLC | 2,398 | $202.8K | 0.09% | +2,398 | New |
| Phoenix Holdings Ltd. | 2,413 | $203.5K | 0.00% | +2,413 | New |
| Twin Peaks Wealth Advisors, LLC | 2,406 | $203.5K | 0.11% | +2,406 | New |
| LGT Group Foundation | 2,412 | $204.0K | 0.00% | +2,412 | New |
| Brighton Jones LLC | 2,415 | $204.3K | 0.01% | −196−7.5% | Reduced |
| Merit Financial Group, LLC | 2,957 | $205.4K | 0.00% | +2,957 | New |
| Stablepoint Partners, LLC | 2,433 | $205.8K | 0.04% | +2,433 | New |
| Southland Equity Partners LLC | 2,436 | $206.0K | 0.06% | +2,436 | New |
| Lindbrook Capital, LLC | 2,458 | $207.9K | 0.02% | +164+7.1% | Added |
| Sierra Capital LLC | 2,467 | $209.0K | 0.03% | +2,467 | New |
| First Horizon Advisors, Inc. | 2,475 | $209.3K | 0.01% | −72−2.8% | Reduced |
| Capula Management Ltd | 2,484 | $210.1K | 0.01% | −2,871−53.6% | Reduced |
| Prospect Financial Services LLC | 2,488 | $210.4K | 0.17% | +2,488 | New |
| MidWestOne Financial Group, Inc. | 2,506 | $212.0K | 0.04% | +2,506 | New |
| Diversify Advisory Services, LLC | 2,619 | $213.3K | 0.01% | +2,619 | New |
| New York Life Investment Management LLC | 2,529 | $213.9K | 0.00% | −194−7.1% | Reduced |
| Arnhold LLC | 2,545 | $215.3K | 0.02% | +2,545 | New |
| CenterStar Asset Management, LLC | 2,548 | $215.6K | 0.45% | +2,548 | New |
| Sherbrooke Park Advisers LLC | 2,561 | $216.6K | 0.04% | +2,561 | New |
| Magnus Financial Group LLC | 2,597 | $219.7K | 0.03% | −17−0.7% | Reduced |