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 |
|---|---|---|---|---|---|
| Interval Partners, LP | 10,000 | $845.8K | 0.03% | +10,000 | New |
| Aviance Capital Partners, LLC | 10,058 | $850.7K | 0.13% | −965−8.8% | Reduced |
| Gainplan LLC | 10,066 | $851.4K | 0.41% | +10,066 | New |
| Veriti Management LLC | 10,115 | $855.5K | 0.06% | +4,014+65.8% | Added |
| RFG Advisory, LLC | 10,143 | $857.9K | 0.03% | +10,143 | New |
| CIBC Private Wealth Group, LLC | 10,559 | $860.2K | 0.00% | +164+1.6% | Added |
| FNY Investment Advisers, LLC | 10,220 | $864.0K | 0.56% | +10,220 | New |
| Seaport Global Advisors, LLC | 10,243 | $866.4K | 1.76% | −10,868−51.5% | Reduced |
| Advisory Services Network, LLC | 10,248 | $866.8K | 0.02% | −125−1.2% | Reduced |
| Josh Arnold Investment Consultant, LLC | 10,275 | $869.1K | 0.91% | +10,275 | New |
| Paloma Partners Management Co | 10,365 | $876.7K | 0.13% | +8,063+350.3% | Added |
| Oppenheimer & Co Inc | 10,419 | $881.2K | 0.01% | −10,435−50.0% | Reduced |
| Gilbert & Cook, Inc. | 10,494 | $887.6K | 0.12% | +927+9.7% | Added |
| Wealthcare Advisory Partners LLC | 10,618 | $898.1K | 0.03% | +139+1.3% | Added |
| Stratos Wealth Advisors, LLC | 10,924 | $924.0K | 0.05% | +436+4.2% | Added |
| National Philanthropic Trust | 11,006 | $930.9K | 0.02% | −120−1.1% | Reduced |
| Snowden Capital Advisors LLC | 11,077 | $936.9K | 0.03% | +2,111+23.5% | Added |
| Transatlantique Private Wealth LLC | 11,135 | $941.8K | 0.41% | +8,068+263.1% | Added |
| Interchange Capital Partners, LLC | 11,189 | $952.8K | 0.64% | +399+3.7% | Added |
| MUFG Securities EMEA plc | 11,326 | $958.0K | 0.09% | −15,976−58.5% | Reduced |
| Bahl & Gaynor Inc | 11,401 | $964.3K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,482 | $971.1K | 0.01% | +3,552+44.8% | Added |
| Orion Portfolio Solutions, LLC | 11,482 | $971.1K | 0.01% | +3,552+44.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 11,499 | $972.6K | 0.40% | −31−0.3% | Reduced |
| Nicholas Investment Partners, LP | 11,553 | $977.2K | 0.10% | +5,067+78.1% | Added |
| Integrated Advisors Network LLC | 11,607 | $981.7K | 0.05% | −12,448−51.7% | Reduced |
| Acorn Financial Advisory Services Inc | 11,874 | $1.00M | 0.19% | −411−3.3% | Reduced |
| Arete Wealth Advisors, LLC | 11,975 | $1.01M | 0.09% | −1,699−12.4% | Reduced |
| Stratos Wealth Partners, LTD. | 12,025 | $1.02M | 0.02% | −1,060−8.1% | Reduced |
| Boomfish Wealth Group, LLC | 12,102 | $1.02M | 0.69% | −425−3.4% | Reduced |
| Degroof Petercam Asset Management | 12,398 | $1.05M | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,497 | $1.06M | 0.23% | +12,497 | New |
| Fisher Asset Management, LLC | 12,525 | $1.06M | 0.00% | −14,928−54.4% | Reduced |
| Coastal Investment Advisors, Inc. | 12,662 | $1.07M | 0.22% | −4,944−28.1% | Reduced |
| D.A. Davidson & Co. | 12,842 | $1.09M | 0.01% | +1,165+10.0% | Added |
| Steel Peak Wealth Management LLC | 12,897 | $1.09M | 0.06% | −1,179−8.4% | Reduced |
| New Century Financial Group, LLC | 13,257 | $1.12M | 0.78% | +13,257 | New |
| Alps Advisors Inc | 13,358 | $1.13M | 0.01% | −1,804−11.9% | Reduced |
| Insigneo Advisory Services, LLC | 13,397 | $1.13M | 0.13% | −3,854−22.3% | Reduced |
| Foundations Investment Advisors, LLC | 13,669 | $1.16M | 0.03% | −3,192−18.9% | Reduced |
| Twin Capital Management Inc | 13,671 | $1.16M | 0.14% | −1,796−11.6% | Reduced |
| Polianta Ltd | 13,700 | $1.16M | 0.56% | +13,700 | New |
| Ninepoint Partners LP | 13,695 | $1.16M | 0.15% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,080 | $1.19M | 0.01% | −11,168−44.2% | Reduced |
| Axxcess Wealth Management, LLC | 14,128 | $1.19M | 0.03% | −89−0.6% | Reduced |
| Sigma Planning Corp | 14,269 | $1.21M | 0.04% | +7,658+115.8% | Added |
| HB Wealth Management, LLC | 14,314 | $1.21M | 0.02% | +736+5.4% | Added |
| Lincoln National Corp | 14,392 | $1.22M | 0.02% | +7,874+120.8% | Added |
| Red Spruce Capital, LLC | 14,490 | $1.23M | 0.57% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 14,547 | $1.23M | 0.13% | +12,432+587.8% | Added |
| CWM, LLC | 14,859 | $1.26M | 0.01% | −1,096−6.9% | Reduced |
| Compagnie Lombard Odier SCmA | 14,863 | $1.26M | 0.02% | −6,465−30.3% | Reduced |
| Hunting Hill Global Capital, LLC | 14,959 | $1.27M | 0.74% | +14,959 | New |
| Titleist Asset Management, LLC | 15,110 | $1.28M | 0.22% | +1,022+7.3% | Added |
| Avitas Wealth Management LLC | 15,174 | $1.28M | 0.19% | −12,092−44.3% | Reduced |
| Insight Holdings Group, LLC | 15,200 | $1.29M | 0.04% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 15,250 | $1.29M | 0.89% | −1,500−9.0% | Reduced |
| AXS Investments LLC | 15,535 | $1.31M | 0.32% | −4,159−21.1% | Reduced |
| Burney Co | 15,559 | $1.32M | 0.05% | −94−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,580 | $1.32M | 0.07% | +1,270+8.9% | Added |
| Flagship Harbor Advisors, LLC | 15,602 | $1.32M | 0.08% | −67−0.4% | Reduced |
| Pitcairn Co | 15,617 | $1.32M | 0.09% | −4,527−22.5% | Reduced |
| SeaCrest Wealth Management, LLC | 15,676 | $1.33M | 0.16% | +4,472+39.9% | Added |
| Gsa Capital Partners LLP | 16,124 | $1.36M | 0.11% | +5,783+55.9% | Added |
| Atria Wealth Solutions, Inc. | 16,243 | $1.37M | 0.02% | −477−2.9% | Reduced |
| Garrison Point Advisors, LLC | 16,278 | $1.38M | 0.89% | +340+2.1% | Added |
| Centiva Capital, LP | 16,290 | $1.38M | 0.08% | +5,453+50.3% | Added |
| Moran Wealth Management, LLC | 16,363 | $1.38M | 0.04% | +4,432+37.1% | Added |
| Gotham Asset Management, LLC | 16,416 | $1.39M | 0.02% | −3,999−19.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,525 | $1.40M | 0.03% | +16,525 | New |
| Bank of New Hampshire | 16,759 | $1.42M | 0.37% | +239+1.4% | Added |
| Retireful, LLC | 16,800 | $1.42M | 0.59% | +16,800 | New |
| TownSquare Capital, LLC | 16,893 | $1.43M | 0.02% | +1,649+10.8% | Added |
| PFG Investments, LLC | 17,374 | $1.47M | 0.09% | +6,290+56.7% | Added |
| DB Fitzpatrick & Co, Inc | 17,443 | $1.48M | 1.35% | −36−0.2% | Reduced |
| Bridgewater Associates, LP | 17,540 | $1.48M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 17,550 | $1.48M | 0.01% | +77+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 17,569 | $1.49M | 0.02% | −563−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 17,613 | $1.49M | 0.02% | −3,323−15.9% | Reduced |
| Raymond James Trust N.A. | 17,817 | $1.51M | 0.04% | +249+1.4% | Added |
| Rathbone Brothers plc | 17,833 | $1.51M | 0.01% | +230+1.3% | Added |
| Greenland Capital Management LP | 17,864 | $1.51M | 0.25% | +17,864 | New |
| Bouvel Investment Partners, LLC | 18,033 | $1.53M | 0.66% | +427+2.4% | Added |
| Audent Global Asset Management, LLC | 18,107 | $1.53M | 1.57% | −7,776−30.0% | Reduced |
| Motley Fool Asset Management LLC | 18,252 | $1.54M | 0.10% | +1,481+8.8% | Added |
| Old Mission Capital LLC | 18,472 | $1.56M | 0.04% | +5,102+38.2% | Added |
| Harvest Portfolios Group Inc. | 18,483 | $1.56M | 0.06% | +2,988+19.3% | Added |
| ExodusPoint Capital Management, LP | 18,512 | $1.57M | 0.02% | +6,487+53.9% | Added |
| DAG Ventures, LLC | 19,113 | $1.62M | 20.37% | 00.0% | Unchanged |
| MetLife Investment Management | 19,243 | $1.63M | 0.01% | +379+2.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,453 | $1.65M | 0.03% | +309+1.6% | Added |
| Kestra Private Wealth Services, LLC | 19,694 | $1.67M | 0.04% | −196−1.0% | Reduced |
| Winton Group Ltd | 19,886 | $1.68M | 0.12% | +9,900+99.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,993 | $1.69M | 0.12% | +19,993 | New |
| Old Mission Investment Co LLC | 20,009 | $1.69M | 0.56% | −297−1.5% | Reduced |
| CastleKnight Management LP | 20,200 | $1.71M | 0.25% | −7,600−27.3% | Reduced |
| SRN Advisors, LLC | 20,468 | $1.73M | 1.35% | −10,460−33.8% | Reduced |
| TCG Advisory Services, LLC | 20,570 | $1.74M | 0.10% | +6,269+43.8% | Added |
| Sepio Capital, LP | 20,594 | $1.74M | 0.15% | +4,148+25.2% | Added |
| Legal Advantage Investments, Inc. | 20,610 | $1.74M | 0.97% | 00.0% | Unchanged |