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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,890 | $329.0K | 0.01% | −249−6.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,914 | $331.0K | 0.01% | −853−17.9% | Reduced |
| Sicart Associates LLC | 3,930 | $332.4K | 0.12% | 00.0% | Unchanged |
| White Pine Investment CO | 3,935 | $333.0K | 0.10% | +375+10.5% | Added |
| Simmons Bank | 3,948 | $333.9K | 0.03% | +648+19.6% | Added |
| Prosperity Consulting Group, LLC | 4,003 | $338.6K | 0.04% | +4,003 | New |
| MCF Advisors LLC | 4,004 | $338.7K | 0.03% | +9+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 4,026 | $340.5K | 0.02% | +10.0% | Added |
| Monterey Private Wealth, Inc. | 4,044 | $342.0K | 0.14% | +4+0.1% | Added |
| Executive Wealth Group LLC | 4,500 | $343.6K | 0.07% | +4,500 | New |
| Vienna Asset Management LLC | 4,135 | $343.7K | 0.31% | +991+31.5% | Added |
| Principal Street Partners, LLC | 4,207 | $344.2K | 0.07% | +4,207 | New |
| Avidian Wealth Solutions, LLC | 4,080 | $345.1K | 0.02% | −350−7.9% | Reduced |
| WP Advisors, LLC | 4,090 | $345.9K | 0.11% | −1,291−24.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,107 | $347.4K | 0.02% | −1,385−25.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,109 | $347.5K | 0.05% | −4−0.1% | Reduced |
| Greenleaf Trust | 4,109 | $347.5K | 0.00% | +49+1.2% | Added |
| Strategic Blueprint, LLC | 4,110 | $347.6K | 0.02% | +266+6.9% | Added |
| Cutter & CO Brokerage, Inc. | 4,115 | $348.0K | 0.09% | −1,150−21.8% | Reduced |
| WBI Investments | 4,121 | $348.5K | 0.07% | +4,121 | New |
| Capital Markets Trading UK LLP | 4,124 | $349.0K | 0.25% | −7,881−65.6% | Reduced |
| Bluesphere Advisors, LLC | 4,146 | $350.7K | 0.19% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,174 | $353.0K | 0.06% | −1,211−22.5% | Reduced |
| Bradley Foster & Sargent Inc | 4,174 | $353.0K | 0.01% | −20−0.5% | Reduced |
| Pitti Group Wealth Management, LLC | 4,438 | $355.3K | 0.40% | −301−6.4% | Reduced |
| Security Benefit Life Insurance Co | 4,245 | $359.0K | 0.11% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,264 | $360.6K | 0.03% | +4,264 | New |
| Fortis Capital Advisors, LLC | 4,264 | $360.6K | 0.15% | +4,264 | New |
| Conway Capital Management, Inc. | 4,270 | $361.2K | 0.20% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 4,280 | $362.0K | 0.00% | +4,280 | New |
| Chicago Partners Investment Group LLC | 4,838 | $363.9K | 0.02% | +1,096+29.3% | Added |
| Clear Street Markets LLC | 4,300 | $364.0K | 0.17% | −200−4.4% | Reduced |
| Malaga Cove Capital, LLC | 4,324 | $365.7K | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,367 | $369.4K | 0.00% | +352+8.8% | Added |
| LBMC Investment Advisors, LLC | 4,542 | $384.2K | 0.03% | +4,542 | New |
| Westwood Wealth Management | 4,560 | $385.7K | 0.19% | −3,550−43.8% | Reduced |
| Covenant Asset Management, LLC | 4,564 | $386.0K | 0.09% | −867−16.0% | Reduced |
| Cardiff Park Advisors, LLC | 4,634 | $391.9K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,660 | $394.1K | 0.00% | +1,256+36.9% | Added |
| Siemens Fonds Invest GmbH | 4,691 | $396.8K | 0.03% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 4,717 | $399.0K | 0.24% | −690−12.8% | Reduced |
| Addison Capital Co | 4,759 | $402.5K | 0.20% | −186−3.8% | Reduced |
| CAP Partners, LLC | 4,765 | $403.0K | 0.36% | +163+3.5% | Added |
| Rakuten Investment Management, Inc. | 4,790 | $405.1K | 0.00% | +4,396+1,115.7% | Added |
| MAI Capital Management | 4,803 | $406.2K | 0.00% | +4,803 | New |
| Verus Capital Partners, LLC | 4,820 | $407.7K | 0.05% | −732−13.2% | Reduced |
| Aaron Wealth Advisors | 4,831 | $408.6K | 0.06% | +157+3.4% | Added |
| Sanders Morris Harris LLC | 4,870 | $411.9K | 0.08% | +500+11.4% | Added |
| Meeder Advisory Services, Inc. | 4,903 | $414.7K | 0.04% | +762+18.4% | Added |
| Prosperity Wealth Management, Inc. | 4,907 | $415.0K | 0.20% | +12+0.2% | Added |
| Lido Advisors, LLC | 4,910 | $415.3K | 0.00% | +1,942+65.4% | Added |
| Resources Investment Advisors, LLC. | 4,920 | $416.1K | 0.01% | −225−4.4% | Reduced |
| Carson Advisory Inc. | 4,940 | $417.8K | 0.29% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,946 | $418.3K | 0.03% | +8+0.2% | Added |
| Gladstone Institutional Advisory LLC | 4,956 | $419.2K | 0.02% | −3,335−40.2% | Reduced |
| Boston Private Wealth LLC | 4,960 | $419.5K | 0.01% | +261+5.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,965 | $419.9K | 0.01% | +40+0.8% | Added |
| American Assets Investment Management, LLC | 5,000 | $422.9K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $423.0K | 0.21% | −9,000−64.3% | Reduced |
| Premier Path Wealth Partners, LLC | 4,993 | $423.9K | 0.08% | +743+17.5% | Added |
| Chesapeake Capital Corp | 5,074 | $429.2K | 0.32% | +5,074 | New |
| Globeflex Capital L P | 5,084 | $430.0K | 0.04% | +5,084 | New |
| Wesbanco Bank Inc | 5,087 | $430.3K | 0.02% | −8−0.2% | Reduced |
| Element Pointe Advisors, LLC | 5,093 | $430.8K | 0.11% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,140 | $434.7K | 0.19% | −72−1.4% | Reduced |
| Cravens & Co Advisors, LLC | 5,149 | $435.5K | 0.36% | −142−2.7% | Reduced |
| Salem Investment Counselors Inc | 5,176 | $437.8K | 0.01% | −1,150−18.2% | Reduced |
| Lazari Capital Management, Inc. | 5,177 | $437.9K | 0.24% | −815−13.6% | Reduced |
| Griffin Asset Management, Inc. | 5,190 | $439.0K | 0.05% | +5,190 | New |
| Freestone Capital Holdings, LLC | 5,199 | $439.7K | 0.02% | +65+1.3% | Added |
| Keudell/Morrison Wealth Management | 5,284 | $446.9K | 0.14% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,298 | $448.1K | 0.04% | +5,298 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,419 | $458.3K | 0.02% | −1,324−19.6% | Reduced |
| Ausdal Financial Partners, Inc. | 5,423 | $458.7K | 0.05% | +2,271+72.0% | Added |
| Qsemble Capital Management, LP | 5,483 | $463.8K | 0.10% | +5,483 | New |
| Atlas Capital Advisors LLC | 5,487 | $464.1K | 0.07% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,487 | $464.1K | 0.37% | +2,355+75.2% | Added |
| Umb Bank N A | 5,507 | $465.8K | 0.01% | −353−6.0% | Reduced |
| Ballentine Partners, LLC | 5,606 | $474.2K | 0.01% | +482+9.4% | Added |
| Marathon Trading Investment Management LLC | 5,611 | $474.6K | 0.19% | −15,398−73.3% | Reduced |
| Sweet Financial Partners, LLC | 5,611 | $474.6K | 0.11% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,623 | $475.6K | 0.06% | −223−3.8% | Reduced |
| Cim Investment Mangement Inc | 5,630 | $476.2K | 0.14% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,664 | $479.1K | 0.04% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 5,795 | $490.1K | 0.55% | −41−0.7% | Reduced |
| Private Portfolio Partners LLC | 5,826 | $492.8K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,845 | $494.4K | 0.02% | −345−5.6% | Reduced |
| BTC Capital Management, Inc. | 5,866 | $496.1K | 0.05% | +5,866 | New |
| Hennion & Walsh Asset Management, Inc. | 5,872 | $496.7K | 0.03% | −132−2.2% | Reduced |
| SOL Capital Management CO | 5,925 | $501.0K | 0.06% | −445−7.0% | Reduced |
| Cigna Investments Inc | 5,918 | $501.0K | 0.10% | +68+1.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 5,934 | $501.9K | 0.52% | −1,275−17.7% | Reduced |
| Viawealth, LLC | 5,942 | $502.6K | 0.31% | −250−4.0% | Reduced |
| JB Capital LLC | 5,949 | $503.2K | 0.03% | +1,845+45.0% | Added |
| Ellevest, Inc. | 6,013 | $508.6K | 0.03% | +1,082+21.9% | Added |
| Moser Wealth Advisors, LLC | 6,043 | $511.1K | 0.28% | +675+12.6% | Added |
| Clark Capital Management Group, Inc. | 6,049 | $511.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,099 | $514.0K | 0.00% | +3,624+146.4% | Added |
| NorthRock Partners, LLC | 6,095 | $515.6K | 0.02% | −17−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 6,104 | $516.3K | 0.02% | −224−3.5% | Reduced |