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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 5,284 | $446.9K | 0.14% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,199 | $439.7K | 0.02% | +65+1.3% | Added |
| Griffin Asset Management, Inc. | 5,190 | $439.0K | 0.05% | +5,190 | New |
| Lazari Capital Management, Inc. | 5,177 | $437.9K | 0.24% | −815−13.6% | Reduced |
| Salem Investment Counselors Inc | 5,176 | $437.8K | 0.01% | −1,150−18.2% | Reduced |
| Cravens & Co Advisors, LLC | 5,149 | $435.5K | 0.36% | −142−2.7% | Reduced |
| Tempus Wealth Planning, LLC | 5,140 | $434.7K | 0.19% | −72−1.4% | Reduced |
| Element Pointe Advisors, LLC | 5,093 | $430.8K | 0.11% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,087 | $430.3K | 0.02% | −8−0.2% | Reduced |
| Globeflex Capital L P | 5,084 | $430.0K | 0.04% | +5,084 | New |
| Chesapeake Capital Corp | 5,074 | $429.2K | 0.32% | +5,074 | New |
| Premier Path Wealth Partners, LLC | 4,993 | $423.9K | 0.08% | +743+17.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $423.0K | 0.21% | −9,000−64.3% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $422.9K | 0.04% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,965 | $419.9K | 0.01% | +40+0.8% | Added |
| Boston Private Wealth LLC | 4,960 | $419.5K | 0.01% | +261+5.6% | Added |
| Gladstone Institutional Advisory LLC | 4,956 | $419.2K | 0.02% | −3,335−40.2% | Reduced |
| Western Wealth Management, LLC | 4,946 | $418.3K | 0.03% | +8+0.2% | Added |
| Carson Advisory Inc. | 4,940 | $417.8K | 0.29% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,920 | $416.1K | 0.01% | −225−4.4% | Reduced |
| Lido Advisors, LLC | 4,910 | $415.3K | 0.00% | +1,942+65.4% | Added |
| Prosperity Wealth Management, Inc. | 4,907 | $415.0K | 0.20% | +12+0.2% | Added |
| Meeder Advisory Services, Inc. | 4,903 | $414.7K | 0.04% | +762+18.4% | Added |
| Sanders Morris Harris LLC | 4,870 | $411.9K | 0.08% | +500+11.4% | Added |
| Aaron Wealth Advisors | 4,831 | $408.6K | 0.06% | +157+3.4% | Added |
| Verus Capital Partners, LLC | 4,820 | $407.7K | 0.05% | −732−13.2% | Reduced |
| MAI Capital Management | 4,803 | $406.2K | 0.00% | +4,803 | New |
| Rakuten Investment Management, Inc. | 4,790 | $405.1K | 0.00% | +4,396+1,115.7% | Added |
| CAP Partners, LLC | 4,765 | $403.0K | 0.36% | +163+3.5% | Added |
| Addison Capital Co | 4,759 | $402.5K | 0.20% | −186−3.8% | Reduced |
| Fairfield, Bush & Co. | 4,717 | $399.0K | 0.24% | −690−12.8% | Reduced |
| Siemens Fonds Invest GmbH | 4,691 | $396.8K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,660 | $394.1K | 0.00% | +1,256+36.9% | Added |
| Cardiff Park Advisors, LLC | 4,634 | $391.9K | 0.04% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 4,564 | $386.0K | 0.09% | −867−16.0% | Reduced |
| Westwood Wealth Management | 4,560 | $385.7K | 0.19% | −3,550−43.8% | Reduced |
| LBMC Investment Advisors, LLC | 4,542 | $384.2K | 0.03% | +4,542 | New |
| Empower Advisory Group, LLC | 4,367 | $369.4K | 0.00% | +352+8.8% | Added |
| Malaga Cove Capital, LLC | 4,324 | $365.7K | 0.15% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,300 | $364.0K | 0.17% | −200−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,838 | $363.9K | 0.02% | +1,096+29.3% | Added |
| Westfield Capital Management Co LP | 4,280 | $362.0K | 0.00% | +4,280 | New |
| Conway Capital Management, Inc. | 4,270 | $361.2K | 0.20% | 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 |
| Security Benefit Life Insurance Co | 4,245 | $359.0K | 0.11% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 4,438 | $355.3K | 0.40% | −301−6.4% | Reduced |
| 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 |
| Bluesphere Advisors, LLC | 4,146 | $350.7K | 0.19% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 4,124 | $349.0K | 0.25% | −7,881−65.6% | Reduced |
| WBI Investments | 4,121 | $348.5K | 0.07% | +4,121 | New |
| Cutter & CO Brokerage, Inc. | 4,115 | $348.0K | 0.09% | −1,150−21.8% | Reduced |
| Strategic Blueprint, LLC | 4,110 | $347.6K | 0.02% | +266+6.9% | Added |
| 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 |
| Dorsey & Whitney Trust CO LLC | 4,107 | $347.4K | 0.02% | −1,385−25.2% | Reduced |
| WP Advisors, LLC | 4,090 | $345.9K | 0.11% | −1,291−24.0% | Reduced |
| Avidian Wealth Solutions, LLC | 4,080 | $345.1K | 0.02% | −350−7.9% | Reduced |
| Principal Street Partners, LLC | 4,207 | $344.2K | 0.07% | +4,207 | New |
| Vienna Asset Management LLC | 4,135 | $343.7K | 0.31% | +991+31.5% | Added |
| Executive Wealth Group LLC | 4,500 | $343.6K | 0.07% | +4,500 | New |
| Monterey Private Wealth, Inc. | 4,044 | $342.0K | 0.14% | +4+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,026 | $340.5K | 0.02% | +10.0% | Added |
| MCF Advisors LLC | 4,004 | $338.7K | 0.03% | +9+0.2% | Added |
| Prosperity Consulting Group, LLC | 4,003 | $338.6K | 0.04% | +4,003 | New |
| Simmons Bank | 3,948 | $333.9K | 0.03% | +648+19.6% | Added |
| White Pine Investment CO | 3,935 | $333.0K | 0.10% | +375+10.5% | Added |
| Sicart Associates LLC | 3,930 | $332.4K | 0.12% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,914 | $331.0K | 0.01% | −853−17.9% | Reduced |
| Parallel Advisors, LLC | 3,890 | $329.0K | 0.01% | −249−6.0% | Reduced |
| Great Diamond Partners, LLC | 3,848 | $325.5K | 0.07% | −8−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,834 | $324.3K | 0.01% | +439+12.9% | Added |
| Wealth Management Partners, LLC | 3,821 | $323.2K | 0.16% | +246+6.9% | Added |
| Transcend Wealth Collective, LLC | 3,782 | $319.9K | 0.03% | +17+0.5% | Added |
| Syon Capital LLC | 3,763 | $318.3K | 0.03% | +78+2.1% | Added |
| Bright Futures Wealth Management, LLC. | 4,920 | $311.9K | 0.17% | +4,920 | New |
| Sompo Asset Management Co., Ltd. | 3,680 | $311.3K | 0.05% | −5,820−61.3% | Reduced |
| Wedmont Private Capital | 3,889 | $311.0K | 0.02% | +943+32.0% | Added |
| Green Square Capital Advisors LLC | 3,673 | $310.7K | 0.04% | +3,673 | New |
| Shell Asset Management Co | 4,801 | $310.0K | 0.01% | +4,801 | New |
| Newbridge Financial Services Group, Inc. | 3,658 | $309.4K | 0.14% | −6,798−65.0% | Reduced |
| Avestar Capital, LLC | 3,652 | $308.9K | 0.04% | +253+7.4% | Added |
| ASB Consultores, LLC | 3,645 | $308.3K | 0.08% | +3,645 | New |
| EP Wealth Advisors, LLC | 3,643 | $308.2K | 0.00% | −395−9.8% | Reduced |
| Canton Hathaway, LLC | 3,640 | $308.0K | 0.08% | +3,640 | New |
| Kingsview Wealth Management, LLC | 3,616 | $305.8K | 0.01% | −7,145−66.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,610 | $305.3K | 0.03% | −200−5.2% | Reduced |
| Allworth Financial LP | 3,600 | $304.5K | 0.00% | +628+21.1% | Added |
| BluePointe Capital Management, LLC | 3,591 | $303.7K | 0.21% | 00.0% | Unchanged |
| Libra Wealth LLC | 3,554 | $300.6K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,539 | $299.3K | 0.06% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,512 | $297.0K | 0.01% | −22,093−86.3% | Reduced |
| Secure Asset Management, LLC | 3,508 | $296.7K | 0.07% | +125+3.7% | Added |
| Portside Wealth Group, LLC | 3,474 | $293.8K | 0.05% | +309+9.8% | Added |
| AE Wealth Management LLC | 3,459 | $292.6K | 0.00% | −25,129−87.9% | Reduced |
| Aristeia Capital LLC | 3,456 | $292.3K | 0.01% | +3,456 | New |
| EMC Capital Management | 3,700 | $292.0K | 0.17% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 3,435 | $290.5K | 0.03% | −230−6.3% | Reduced |
| Rakuten Securities, Inc. | 3,413 | $288.7K | 0.13% | −6,855−66.8% | Reduced |