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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 6,114 | $517.1K | 0.02% | +139+2.3% | Added |
| National Wealth Management Group, LLC | 6,121 | $517.7K | 0.40% | +6,121 | New |
| Hoylecohen, LLC | 6,170 | $521.9K | 0.04% | −472−7.1% | Reduced |
| Harbor Capital Advisors, Inc. | 6,222 | $526.0K | 0.07% | −25,865−80.6% | Reduced |
| Balentine LLC | 6,222 | $526.3K | 0.02% | +1,231+24.7% | Added |
| Berger Financial Group, Inc | 6,257 | $529.2K | 0.04% | −2,261−26.5% | Reduced |
| American International Group, Inc. | 6,278 | $531.0K | 0.00% | +63+1.0% | Added |
| Corton Capital Inc. | 6,289 | $531.9K | 0.20% | −5,572−47.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,316 | $534.2K | 0.10% | +114+1.8% | Added |
| Principal Securities, Inc. | 6,333 | $535.6K | 0.02% | −282−4.3% | Reduced |
| Williamson Legacy Group, LLC | 6,364 | $538.3K | 0.42% | +640+11.2% | Added |
| WealthPlan Investment Management, LLC | 6,502 | $549.9K | 0.08% | −46−0.7% | Reduced |
| IFP Advisors, Inc | 6,578 | $556.4K | 0.02% | +771+13.3% | Added |
| Nilsine Partners, LLC | 6,603 | $558.5K | 0.08% | +940+16.6% | Added |
| Forum Financial Management, LP | 6,616 | $559.6K | 0.01% | +22+0.3% | Added |
| Bleakley Financial Group, LLC | 6,617 | $559.7K | 0.02% | +109+1.7% | Added |
| Simplicity Wealth,LLC | 6,617 | $559.7K | 0.01% | +6,617 | New |
| Mutual Advisors, LLC | 6,620 | $559.9K | 0.02% | −544−7.6% | Reduced |
| Crossmark Global Holdings, Inc. | 6,620 | $560.0K | 0.01% | +1,063+19.1% | Added |
| GWM Advisors LLC | 6,636 | $561.3K | 0.00% | +1,572+31.0% | Added |
| Tran Capital Management, L.P. | 6,768 | $572.4K | 0.06% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 6,782 | $574.0K | 0.71% | +6,782 | New |
| Sheets Smith Wealth Management | 6,811 | $576.1K | 0.06% | +2,228+48.6% | Added |
| Beacon Pointe Advisors, LLC | 6,835 | $578.1K | 0.01% | +1,383+25.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,947 | $587.6K | 0.00% | +2,432+53.9% | Added |
| Blueshift Asset Management, LLC | 6,984 | $590.7K | 0.31% | +6,984 | New |
| Octavia Wealth Advisors, LLC | 7,011 | $593.0K | 0.09% | −782−10.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,018 | $593.6K | 0.05% | −490−6.5% | Reduced |
| Moors & Cabot, Inc. | 7,173 | $606.7K | 0.03% | +845+13.4% | Added |
| Cutler Group LP | 7,209 | $609.0K | 0.31% | −62,975−89.7% | Reduced |
| Angeles Investment Advisors, LLC | 7,201 | $609.1K | 0.03% | −731−9.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,207 | $609.6K | 0.05% | +41+0.6% | Added |
| National Asset Management, Inc. | 13,827 | $612.0K | 0.02% | +1,132+8.9% | Added |
| RF&L Wealth Management, LLC | 7,275 | $615.3K | 0.47% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,293 | $616.8K | 0.01% | +3,260+80.8% | Added |
| Bryn Mawr Trust Co | 7,308 | $618.1K | 0.02% | +7,308 | New |
| NewEdge Wealth, LLC | 8,805 | $619.0K | 0.01% | −193−2.1% | Reduced |
| Banque Pictet & Cie SA | 7,400 | $625.9K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 7,500 | $634.4K | 0.09% | +7,500 | New |
| Ulysses Management LLC | 7,500 | $634.4K | 0.14% | +7,500 | New |
| Nations Financial Group Inc, | 7,529 | $636.8K | 0.05% | +7,529 | New |
| Capstone Investment Advisors, LLC | 7,535 | $637.3K | 0.01% | +7,535 | New |
| Scotia Capital Inc. | 7,573 | $640.5K | 0.00% | +831+12.3% | Added |
| Credit Agricole S A | 8,952 | $645.1K | 0.01% | +6,952+347.6% | Added |
| Key Client Fiduciary Advisors, LLC | 7,629 | $645.3K | 0.34% | +113+1.5% | Added |
| Sunbelt Securities, Inc. | 7,654 | $647.4K | 0.07% | −258−3.3% | Reduced |
| Altrafin AG | 7,670 | $648.7K | 0.24% | +800+11.6% | Added |
| Sequoia Financial Advisors, LLC | 7,677 | $649.3K | 0.01% | −5,913−43.5% | Reduced |
| UniSuper Management Pty Ltd | 7,800 | $659.7K | 0.01% | +3,800+95.0% | Added |
| Wetherby Asset Management Inc | 7,820 | $661.4K | 0.03% | +150+2.0% | Added |
| Yousif Capital Management, LLC | 7,852 | $664.1K | 0.01% | +1,413+21.9% | Added |
| Jasper Ridge Partners, L.P. | 7,927 | $670.5K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,968 | $673.9K | 0.04% | −23−0.3% | Reduced |
| Accurate Wealth Management, LLC | 9,571 | $674.0K | 0.20% | +4,947+107.0% | Added |
| Jump Financial, LLC | 8,002 | $676.8K | 0.02% | +8,002 | New |
| Metis Global Partners, LLC | 8,013 | $677.7K | 0.02% | −331−4.0% | Reduced |
| XTX Topco Ltd | 8,025 | $678.8K | 0.09% | +5,078+172.3% | Added |
| Regal Investment Advisors LLC | 8,032 | $679.3K | 0.05% | +144+1.8% | Added |
| Pittenger & Anderson Inc | 8,100 | $685.1K | 0.03% | +100+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 8,106 | $685.6K | 0.01% | −53−0.6% | Reduced |
| Independent Advisor Alliance | 8,124 | $687.1K | 0.02% | +802+11.0% | Added |
| Atomi Financial Group, Inc. | 8,134 | $688.0K | 0.06% | +459+6.0% | Added |
| Focus Financial Network, Inc. | 9,742 | $702.0K | 0.03% | +9,742 | New |
| CFM Wealth Partners LLC | 8,318 | $703.5K | 0.14% | −456−5.2% | Reduced |
| Profit Investment Management, LLC | 8,455 | $715.1K | 0.40% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 8,466 | $716.1K | 0.08% | +2,910+52.4% | Added |
| Synovus Financial Corp | 8,484 | $717.6K | 0.01% | +64+0.8% | Added |
| Prospera Financial Services Inc | 8,597 | $727.2K | 0.02% | −62−0.7% | Reduced |
| Signaturefd, LLC | 8,620 | $729.1K | 0.02% | +870+11.2% | Added |
| Guardian Capital Advisors LP | 9,930 | $730.0K | 0.08% | −3,325−25.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,641 | $730.9K | 0.10% | +659+8.3% | Added |
| Apollon Wealth Management, LLC | 8,675 | $733.7K | 0.02% | −1,733−16.7% | Reduced |
| Spark Investment Management LLC | 8,700 | $735.8K | 4.07% | 00.0% | Unchanged |
| Prudential PLC | 8,708 | $736.5K | 0.01% | −10,064−53.6% | Reduced |
| Agf Management Ltd | 8,729 | $738.3K | 0.00% | +8,729 | New |
| Miracle Mile Advisors, LLC | 8,753 | $740.3K | 0.02% | +30+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 8,808 | $745.0K | 0.13% | +92+1.1% | Added |
| Prairie Wealth Advisors, Inc. | 8,818 | $745.9K | 0.35% | +8,818 | New |
| IHT Wealth Management, LLC | 8,904 | $753.1K | 0.03% | +2,894+48.2% | Added |
| We Are One Seven, LLC | 8,922 | $754.6K | 0.04% | −211−2.3% | Reduced |
| Quadcap Wealth Management, LLC | 8,938 | $756.0K | 0.17% | −1,876−17.3% | Reduced |
| Investment Management Corp of Ontario | 8,948 | $756.8K | 0.02% | −3,900−30.4% | Reduced |
| United Capital Financial Advisers, LLC | 9,006 | $761.7K | 0.01% | +726+8.8% | Added |
| Davenport & Co LLC | 9,068 | $767.0K | 0.00% | +707+8.5% | Added |
| Kinneret Advisory, LLC | 9,111 | $770.6K | 0.08% | −28−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 9,453 | $771.5K | 0.01% | +2,972+45.9% | Added |
| Commerce Bank | 9,135 | $772.6K | 0.01% | −31−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,146 | $773.6K | 0.01% | −149−1.6% | Reduced |
| Brown Brothers Harriman & Co | 9,168 | $775.4K | 0.01% | −1,255−12.0% | Reduced |
| Park Avenue Securities LLC | 9,294 | $786.0K | 0.01% | +379+4.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,337 | $789.7K | 0.03% | +1,830+24.4% | Added |
| AXA S.A. | 9,516 | $804.9K | 0.00% | +990+11.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 9,553 | $808.0K | 0.14% | −1,168−10.9% | Reduced |
| Alpha DNA Investment Management LLC | 9,560 | $808.6K | 0.44% | −572−5.6% | Reduced |
| Perigon Wealth Management, LLC | 9,634 | $814.9K | 0.02% | +68+0.7% | Added |
| Ossiam | 9,673 | $818.1K | 0.01% | +812+9.2% | Added |
| La Banque Postale Asset Management SA | 9,748 | $824.5K | 0.03% | −1,923−16.5% | Reduced |
| LCNB Corp | 9,785 | $827.6K | 0.30% | +9,785 | New |
| Mizuho Securities Co. Ltd. | 9,930 | $839.9K | 4.62% | +2,710+37.5% | Added |
| STRS Ohio | 9,981 | $844.0K | 0.00% | +9,981 | New |