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 26 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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 8,641 | $730.9K | 0.10% | +659+8.3% | Added |
| Guardian Capital Advisors LP | 9,930 | $730.0K | 0.08% | −3,325−25.1% | Reduced |
| Signaturefd, LLC | 8,620 | $729.1K | 0.02% | +870+11.2% | Added |
| Prospera Financial Services Inc | 8,597 | $727.2K | 0.02% | −62−0.7% | Reduced |
| Synovus Financial Corp | 8,484 | $717.6K | 0.01% | +64+0.8% | Added |
| Capital Investment Advisory Services, LLC | 8,466 | $716.1K | 0.08% | +2,910+52.4% | Added |
| Profit Investment Management, LLC | 8,455 | $715.1K | 0.40% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 8,318 | $703.5K | 0.14% | −456−5.2% | Reduced |
| Focus Financial Network, Inc. | 9,742 | $702.0K | 0.03% | +9,742 | New |
| Atomi Financial Group, Inc. | 8,134 | $688.0K | 0.06% | +459+6.0% | Added |
| Independent Advisor Alliance | 8,124 | $687.1K | 0.02% | +802+11.0% | Added |
| Cullen/Frost Bankers, Inc. | 8,106 | $685.6K | 0.01% | −53−0.6% | Reduced |
| Pittenger & Anderson Inc | 8,100 | $685.1K | 0.03% | +100+1.3% | Added |
| Regal Investment Advisors LLC | 8,032 | $679.3K | 0.05% | +144+1.8% | Added |
| XTX Topco Ltd | 8,025 | $678.8K | 0.09% | +5,078+172.3% | Added |
| Metis Global Partners, LLC | 8,013 | $677.7K | 0.02% | −331−4.0% | Reduced |
| Jump Financial, LLC | 8,002 | $676.8K | 0.02% | +8,002 | New |
| Accurate Wealth Management, LLC | 9,571 | $674.0K | 0.20% | +4,947+107.0% | Added |
| Financial Advocates Investment Management | 7,968 | $673.9K | 0.04% | −23−0.3% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $670.5K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 7,852 | $664.1K | 0.01% | +1,413+21.9% | Added |
| Wetherby Asset Management Inc | 7,820 | $661.4K | 0.03% | +150+2.0% | Added |
| UniSuper Management Pty Ltd | 7,800 | $659.7K | 0.01% | +3,800+95.0% | Added |
| Sequoia Financial Advisors, LLC | 7,677 | $649.3K | 0.01% | −5,913−43.5% | Reduced |
| Altrafin AG | 7,670 | $648.7K | 0.24% | +800+11.6% | Added |
| Sunbelt Securities, Inc. | 7,654 | $647.4K | 0.07% | −258−3.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,629 | $645.3K | 0.34% | +113+1.5% | Added |
| Credit Agricole S A | 8,952 | $645.1K | 0.01% | +6,952+347.6% | Added |
| Scotia Capital Inc. | 7,573 | $640.5K | 0.00% | +831+12.3% | Added |
| Capstone Investment Advisors, LLC | 7,535 | $637.3K | 0.01% | +7,535 | New |
| Nations Financial Group Inc, | 7,529 | $636.8K | 0.05% | +7,529 | New |
| 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 |
| Banque Pictet & Cie SA | 7,400 | $625.9K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,805 | $619.0K | 0.01% | −193−2.1% | Reduced |
| Bryn Mawr Trust Co | 7,308 | $618.1K | 0.02% | +7,308 | New |
| Meiji Yasuda Life Insurance Co | 7,293 | $616.8K | 0.01% | +3,260+80.8% | Added |
| RF&L Wealth Management, LLC | 7,275 | $615.3K | 0.47% | 00.0% | Unchanged |
| National Asset Management, Inc. | 13,827 | $612.0K | 0.02% | +1,132+8.9% | Added |
| Cyndeo Wealth Partners, LLC | 7,207 | $609.6K | 0.05% | +41+0.6% | Added |
| Angeles Investment Advisors, LLC | 7,201 | $609.1K | 0.03% | −731−9.2% | Reduced |
| Cutler Group LP | 7,209 | $609.0K | 0.31% | −62,975−89.7% | Reduced |
| Moors & Cabot, Inc. | 7,173 | $606.7K | 0.03% | +845+13.4% | Added |
| Fukoku Mutual Life Insurance Co | 7,018 | $593.6K | 0.05% | −490−6.5% | Reduced |
| Octavia Wealth Advisors, LLC | 7,011 | $593.0K | 0.09% | −782−10.0% | Reduced |
| Blueshift Asset Management, LLC | 6,984 | $590.7K | 0.31% | +6,984 | New |
| Envestnet Portfolio Solutions, Inc. | 6,947 | $587.6K | 0.00% | +2,432+53.9% | Added |
| Beacon Pointe Advisors, LLC | 6,835 | $578.1K | 0.01% | +1,383+25.4% | Added |
| Sheets Smith Wealth Management | 6,811 | $576.1K | 0.06% | +2,228+48.6% | Added |
| O'Neil Global Advisors, Inc. | 6,782 | $574.0K | 0.71% | +6,782 | New |
| Tran Capital Management, L.P. | 6,768 | $572.4K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,636 | $561.3K | 0.00% | +1,572+31.0% | Added |
| Crossmark Global Holdings, Inc. | 6,620 | $560.0K | 0.01% | +1,063+19.1% | Added |
| Mutual Advisors, LLC | 6,620 | $559.9K | 0.02% | −544−7.6% | Reduced |
| 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 |
| Forum Financial Management, LP | 6,616 | $559.6K | 0.01% | +22+0.3% | Added |
| Nilsine Partners, LLC | 6,603 | $558.5K | 0.08% | +940+16.6% | Added |
| IFP Advisors, Inc | 6,578 | $556.4K | 0.02% | +771+13.3% | Added |
| WealthPlan Investment Management, LLC | 6,502 | $549.9K | 0.08% | −46−0.7% | Reduced |
| Williamson Legacy Group, LLC | 6,364 | $538.3K | 0.42% | +640+11.2% | Added |
| Principal Securities, Inc. | 6,333 | $535.6K | 0.02% | −282−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,316 | $534.2K | 0.10% | +114+1.8% | Added |
| Corton Capital Inc. | 6,289 | $531.9K | 0.20% | −5,572−47.0% | Reduced |
| American International Group, Inc. | 6,278 | $531.0K | 0.00% | +63+1.0% | Added |
| Berger Financial Group, Inc | 6,257 | $529.2K | 0.04% | −2,261−26.5% | Reduced |
| Balentine LLC | 6,222 | $526.3K | 0.02% | +1,231+24.7% | Added |
| Harbor Capital Advisors, Inc. | 6,222 | $526.0K | 0.07% | −25,865−80.6% | Reduced |
| Hoylecohen, LLC | 6,170 | $521.9K | 0.04% | −472−7.1% | Reduced |
| National Wealth Management Group, LLC | 6,121 | $517.7K | 0.40% | +6,121 | New |
| Sandy Spring Bank | 6,114 | $517.1K | 0.02% | +139+2.3% | Added |
| Dynamic Advisor Solutions LLC | 6,104 | $516.3K | 0.02% | −224−3.5% | Reduced |
| NorthRock Partners, LLC | 6,095 | $515.6K | 0.02% | −17−0.3% | Reduced |
| Lazard Asset Management LLC | 6,099 | $514.0K | 0.00% | +3,624+146.4% | Added |
| Clark Capital Management Group, Inc. | 6,049 | $511.6K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 6,043 | $511.1K | 0.28% | +675+12.6% | Added |
| Ellevest, Inc. | 6,013 | $508.6K | 0.03% | +1,082+21.9% | Added |
| JB Capital LLC | 5,949 | $503.2K | 0.03% | +1,845+45.0% | Added |
| Viawealth, LLC | 5,942 | $502.6K | 0.31% | −250−4.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 5,934 | $501.9K | 0.52% | −1,275−17.7% | 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 |
| Hennion & Walsh Asset Management, Inc. | 5,872 | $496.7K | 0.03% | −132−2.2% | Reduced |
| BTC Capital Management, Inc. | 5,866 | $496.1K | 0.05% | +5,866 | New |
| Geneos Wealth Management Inc. | 5,845 | $494.4K | 0.02% | −345−5.6% | Reduced |
| Private Portfolio Partners LLC | 5,826 | $492.8K | 0.10% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 5,795 | $490.1K | 0.55% | −41−0.7% | Reduced |
| Ostrum Asset Management | 5,664 | $479.1K | 0.04% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,630 | $476.2K | 0.14% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,623 | $475.6K | 0.06% | −223−3.8% | Reduced |
| 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 |
| Ballentine Partners, LLC | 5,606 | $474.2K | 0.01% | +482+9.4% | Added |
| Umb Bank N A | 5,507 | $465.8K | 0.01% | −353−6.0% | Reduced |
| 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 |
| Qsemble Capital Management, LP | 5,483 | $463.8K | 0.10% | +5,483 | New |
| Ausdal Financial Partners, Inc. | 5,423 | $458.7K | 0.05% | +2,271+72.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,419 | $458.3K | 0.02% | −1,324−19.6% | Reduced |
| Brevan Howard Capital Management LP | 5,298 | $448.1K | 0.04% | +5,298 | New |