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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 2,600 | $219.9K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 2,600 | $219.9K | 0.07% | 00.0% | Unchanged |
| Cowa, LLC | 2,605 | $220.3K | 0.13% | +2,605 | New |
| Caerus Investment Advisors, LLC | 2,610 | $220.8K | 0.21% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,612 | $220.9K | 0.10% | −123−4.5% | Reduced |
| Global Trust Asset Management, LLC | 2,615 | $221.2K | 0.09% | +10+0.4% | Added |
| Calamos Wealth Management LLC | 2,647 | $223.9K | 0.01% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 2,651 | $224.2K | 0.40% | −2,536−48.9% | Reduced |
| RMR Wealth Builders | 2,655 | $224.6K | 0.03% | +2,655 | New |
| Argonautica Private Wealth Management, Inc | 2,666 | $225.5K | 0.08% | +2,666 | New |
| Farther Finance Advisors, LLC | 2,788 | $227.1K | 0.01% | +762+37.6% | Added |
| EPIQ Capital Group, LLC | 2,701 | $228.5K | 0.09% | −356−11.6% | Reduced |
| Guerra Pan Advisors, LLC | 2,704 | $228.7K | 0.21% | +2,704 | New |
| Wealth Alliance | 2,712 | $229.4K | 0.03% | +2,712 | New |
| Fortune Financial Advisors, LLC | 2,723 | $230.3K | 0.15% | −58−2.1% | Reduced |
| AdvisorNet Financial, Inc | 2,727 | $230.7K | 0.02% | +444+19.4% | Added |
| Cascade Financial Partners, LLC | 3,005 | $231.4K | 0.03% | +3,005 | New |
| Insight Folios Inc | 2,746 | $232.3K | 0.09% | −91−3.2% | Reduced |
| Tyler-Stone Wealth Management | 2,748 | $232.4K | 0.10% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 2,750 | $232.6K | 0.06% | −39−1.4% | Reduced |
| Fairman Group, LLC | 2,753 | $232.8K | 0.22% | 00.0% | Unchanged |
| Stevard, LLC | 2,763 | $233.7K | 0.21% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,783 | $234.5K | 0.01% | +2,783 | New |
| Moneta Group Investment Advisors LLC | 2,780 | $235.1K | 0.00% | −893−24.3% | Reduced |
| AlTi Global, Inc. | 2,801 | $236.9K | 0.01% | +2,801 | New |
| Silvercrest Asset Management Group LLC | 2,805 | $237.2K | 0.00% | −95−3.3% | Reduced |
| Everhart Financial Group, Inc. | 2,812 | $237.8K | 0.07% | +2,812 | New |
| Vise Technologies, Inc. | 2,822 | $238.7K | 0.05% | +2,822 | New |
| Tennessee Valley Asset Management Partners | 2,850 | $241.1K | 0.06% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,866 | $242.4K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 2,886 | $244.1K | 0.03% | +2,886 | New |
| Claret Asset Management Corp | 2,908 | $246.0K | 0.04% | −167−5.4% | Reduced |
| IVC Wealth Advisors LLC | 2,921 | $247.1K | 0.14% | +2,921 | New |
| Gamco Investors, Inc. Et Al | 2,928 | $247.7K | 0.00% | +2,928 | New |
| Equitable Trust Co | 2,946 | $249.2K | 0.02% | +2,946 | New |
| Simplify Asset Management Inc. | 2,947 | $249.3K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,948 | $249.3K | 0.01% | +2,948 | New |
| Kathmere Capital Management, LLC | 2,949 | $249.4K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,961 | $250.4K | 0.01% | −1,146−27.9% | Reduced |
| Simon Quick Advisors, LLC | 2,971 | $251.3K | 0.02% | +2,971 | New |
| Financial Sense Advisors, Inc. | 2,978 | $251.9K | 0.09% | +2,978 | New |
| Financial Counselors Inc | 2,990 | $252.9K | 0.00% | −86−2.8% | Reduced |
| Eudaimonia Partners, LLC | 2,990 | $252.9K | 0.06% | −50−1.6% | Reduced |
| HighPoint Advisor Group LLC | 3,639 | $254.0K | 0.02% | +570+18.6% | Added |
| Johnson & White Wealth Management, LLC | 3,022 | $256.0K | 0.19% | +3,022 | New |
| Marshall Financial Group LLC | 3,030 | $256.3K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,053 | $258.2K | 0.02% | −100−3.2% | Reduced |
| Howard Wealth Management, LLC | 3,058 | $258.6K | 0.21% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,097 | $261.9K | 0.14% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,100 | $262.2K | 0.00% | −740−19.3% | Reduced |
| J. Stern & Co. LLP | 3,120 | $263.9K | 0.03% | +1,123+56.2% | Added |
| Buckingham Strategic Partners | 3,121 | $264.0K | 0.01% | +367+13.3% | Added |
| Pinnacle Associates Ltd | 3,134 | $265.0K | 0.00% | +392+14.3% | Added |
| Waypoint Wealth Partners Inc. | 3,140 | $265.6K | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,187 | $269.6K | 0.02% | −1,236−27.9% | Reduced |
| Symmetry Partners, LLC | 3,187 | $270.0K | 0.02% | +3,187 | New |
| Thompson Siegel & Walmsley LLC | 3,200 | $271.0K | 0.00% | +3,000+1,500.0% | Added |
| Chiron Capital Management, LLC | 3,215 | $271.9K | 0.25% | −1,650−33.9% | Reduced |
| Engineers Gate Manager LP | 3,216 | $272.0K | 0.01% | −85,971−96.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,238 | $273.9K | 0.02% | −833−20.5% | Reduced |
| Personal Cfo Solutions, LLC | 3,239 | $274.0K | 0.04% | −179−5.2% | Reduced |
| Cidel Asset Management Inc | 3,246 | $274.5K | 0.02% | +3,246 | New |
| Perennial Investment Advisors, LLC | 3,272 | $276.7K | 0.04% | −27−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,780 | $279.9K | 0.01% | −63−1.6% | Reduced |
| Global Retirement Partners, LLC | 3,310 | $280.0K | 0.01% | −33−1.0% | Reduced |
| Ameritas Advisory Services, LLC | 3,531 | $280.7K | 0.01% | +3,531 | New |
| Legacy Financial Advisors, Inc. | 3,325 | $281.2K | 0.05% | +117+3.6% | Added |
| Kovack Advisors, Inc. | 3,352 | $283.5K | 0.03% | +422+14.4% | Added |
| Smith, Moore & Co. | 3,395 | $287.1K | 0.03% | −80−2.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,396 | $287.2K | 0.03% | −1,835−35.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,407 | $288.2K | 0.02% | −125−3.5% | Reduced |
| Rakuten Securities, Inc. | 3,413 | $288.7K | 0.13% | −6,855−66.8% | Reduced |
| Davy Global Fund Management Ltd | 3,435 | $290.5K | 0.03% | −230−6.3% | Reduced |
| EMC Capital Management | 3,700 | $292.0K | 0.17% | 00.0% | Unchanged |
| Aristeia Capital LLC | 3,456 | $292.3K | 0.01% | +3,456 | New |
| AE Wealth Management LLC | 3,459 | $292.6K | 0.00% | −25,129−87.9% | Reduced |
| Portside Wealth Group, LLC | 3,474 | $293.8K | 0.05% | +309+9.8% | Added |
| Secure Asset Management, LLC | 3,508 | $296.7K | 0.07% | +125+3.7% | Added |
| Edgestream Partners, L.P. | 3,512 | $297.0K | 0.01% | −22,093−86.3% | Reduced |
| Meridian Wealth Advisors, LLC | 3,539 | $299.3K | 0.06% | 00.0% | Unchanged |
| Libra Wealth LLC | 3,554 | $300.6K | 0.13% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 3,591 | $303.7K | 0.21% | 00.0% | Unchanged |
| Allworth Financial LP | 3,600 | $304.5K | 0.00% | +628+21.1% | Added |
| Harbor Investment Advisory, LLC | 3,610 | $305.3K | 0.03% | −200−5.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,616 | $305.8K | 0.01% | −7,145−66.4% | Reduced |
| Canton Hathaway, LLC | 3,640 | $308.0K | 0.08% | +3,640 | New |
| EP Wealth Advisors, LLC | 3,643 | $308.2K | 0.00% | −395−9.8% | Reduced |
| ASB Consultores, LLC | 3,645 | $308.3K | 0.08% | +3,645 | New |
| Avestar Capital, LLC | 3,652 | $308.9K | 0.04% | +253+7.4% | Added |
| Newbridge Financial Services Group, Inc. | 3,658 | $309.4K | 0.14% | −6,798−65.0% | Reduced |
| Shell Asset Management Co | 4,801 | $310.0K | 0.01% | +4,801 | New |
| Green Square Capital Advisors LLC | 3,673 | $310.7K | 0.04% | +3,673 | New |
| Wedmont Private Capital | 3,889 | $311.0K | 0.02% | +943+32.0% | Added |
| Sompo Asset Management Co., Ltd. | 3,680 | $311.3K | 0.05% | −5,820−61.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,920 | $311.9K | 0.17% | +4,920 | New |
| Syon Capital LLC | 3,763 | $318.3K | 0.03% | +78+2.1% | Added |
| Transcend Wealth Collective, LLC | 3,782 | $319.9K | 0.03% | +17+0.5% | Added |
| Wealth Management Partners, LLC | 3,821 | $323.2K | 0.16% | +246+6.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,834 | $324.3K | 0.01% | +439+12.9% | Added |
| Great Diamond Partners, LLC | 3,848 | $325.5K | 0.07% | −8−0.2% | Reduced |