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 25 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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 3,407 | $288.2K | 0.02% | −125−3.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,396 | $287.2K | 0.03% | −1,835−35.1% | Reduced |
| Smith, Moore & Co. | 3,395 | $287.1K | 0.03% | −80−2.3% | Reduced |
| Kovack Advisors, Inc. | 3,352 | $283.5K | 0.03% | +422+14.4% | Added |
| Legacy Financial Advisors, Inc. | 3,325 | $281.2K | 0.05% | +117+3.6% | Added |
| Ameritas Advisory Services, LLC | 3,531 | $280.7K | 0.01% | +3,531 | New |
| Global Retirement Partners, LLC | 3,310 | $280.0K | 0.01% | −33−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,780 | $279.9K | 0.01% | −63−1.6% | Reduced |
| Perennial Investment Advisors, LLC | 3,272 | $276.7K | 0.04% | −27−0.8% | Reduced |
| Cidel Asset Management Inc | 3,246 | $274.5K | 0.02% | +3,246 | New |
| Personal Cfo Solutions, LLC | 3,239 | $274.0K | 0.04% | −179−5.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,238 | $273.9K | 0.02% | −833−20.5% | Reduced |
| Engineers Gate Manager LP | 3,216 | $272.0K | 0.01% | −85,971−96.4% | Reduced |
| Chiron Capital Management, LLC | 3,215 | $271.9K | 0.25% | −1,650−33.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,200 | $271.0K | 0.00% | +3,000+1,500.0% | Added |
| Symmetry Partners, LLC | 3,187 | $270.0K | 0.02% | +3,187 | New |
| Ashton Thomas Private Wealth, LLC | 3,187 | $269.6K | 0.02% | −1,236−27.9% | Reduced |
| Waypoint Wealth Partners Inc. | 3,140 | $265.6K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,134 | $265.0K | 0.00% | +392+14.3% | Added |
| Buckingham Strategic Partners | 3,121 | $264.0K | 0.01% | +367+13.3% | Added |
| J. Stern & Co. LLP | 3,120 | $263.9K | 0.03% | +1,123+56.2% | Added |
| Edmond de Rothschild Holding S.A. | 3,100 | $262.2K | 0.00% | −740−19.3% | Reduced |
| Powell Investment Advisors, LLC | 3,097 | $261.9K | 0.14% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 3,058 | $258.6K | 0.21% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,053 | $258.2K | 0.02% | −100−3.2% | Reduced |
| Marshall Financial Group LLC | 3,030 | $256.3K | 0.07% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 3,022 | $256.0K | 0.19% | +3,022 | New |
| HighPoint Advisor Group LLC | 3,639 | $254.0K | 0.02% | +570+18.6% | Added |
| Financial Counselors Inc | 2,990 | $252.9K | 0.00% | −86−2.8% | Reduced |
| Eudaimonia Partners, LLC | 2,990 | $252.9K | 0.06% | −50−1.6% | Reduced |
| Financial Sense Advisors, Inc. | 2,978 | $251.9K | 0.09% | +2,978 | New |
| Simon Quick Advisors, LLC | 2,971 | $251.3K | 0.02% | +2,971 | New |
| CAPROCK Group, Inc. | 2,961 | $250.4K | 0.01% | −1,146−27.9% | Reduced |
| Kathmere Capital Management, LLC | 2,949 | $249.4K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,948 | $249.3K | 0.01% | +2,948 | New |
| Simplify Asset Management Inc. | 2,947 | $249.3K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 2,946 | $249.2K | 0.02% | +2,946 | New |
| Gamco Investors, Inc. Et Al | 2,928 | $247.7K | 0.00% | +2,928 | New |
| IVC Wealth Advisors LLC | 2,921 | $247.1K | 0.14% | +2,921 | New |
| Claret Asset Management Corp | 2,908 | $246.0K | 0.04% | −167−5.4% | Reduced |
| Keel Point, LLC | 2,886 | $244.1K | 0.03% | +2,886 | New |
| Canal Capital Management, LLC | 2,866 | $242.4K | 0.04% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,850 | $241.1K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,822 | $238.7K | 0.05% | +2,822 | New |
| Everhart Financial Group, Inc. | 2,812 | $237.8K | 0.07% | +2,812 | New |
| Silvercrest Asset Management Group LLC | 2,805 | $237.2K | 0.00% | −95−3.3% | Reduced |
| AlTi Global, Inc. | 2,801 | $236.9K | 0.01% | +2,801 | New |
| Moneta Group Investment Advisors LLC | 2,780 | $235.1K | 0.00% | −893−24.3% | Reduced |
| J.W. Cole Advisors, Inc. | 2,783 | $234.5K | 0.01% | +2,783 | New |
| Stevard, LLC | 2,763 | $233.7K | 0.21% | 00.0% | Unchanged |
| Fairman Group, LLC | 2,753 | $232.8K | 0.22% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 2,750 | $232.6K | 0.06% | −39−1.4% | Reduced |
| Tyler-Stone Wealth Management | 2,748 | $232.4K | 0.10% | 00.0% | Unchanged |
| Insight Folios Inc | 2,746 | $232.3K | 0.09% | −91−3.2% | Reduced |
| Cascade Financial Partners, LLC | 3,005 | $231.4K | 0.03% | +3,005 | New |
| AdvisorNet Financial, Inc | 2,727 | $230.7K | 0.02% | +444+19.4% | Added |
| Fortune Financial Advisors, LLC | 2,723 | $230.3K | 0.15% | −58−2.1% | Reduced |
| Wealth Alliance | 2,712 | $229.4K | 0.03% | +2,712 | New |
| Guerra Pan Advisors, LLC | 2,704 | $228.7K | 0.21% | +2,704 | New |
| EPIQ Capital Group, LLC | 2,701 | $228.5K | 0.09% | −356−11.6% | Reduced |
| Farther Finance Advisors, LLC | 2,788 | $227.1K | 0.01% | +762+37.6% | Added |
| Argonautica Private Wealth Management, Inc | 2,666 | $225.5K | 0.08% | +2,666 | New |
| RMR Wealth Builders | 2,655 | $224.6K | 0.03% | +2,655 | New |
| Oracle Alpha Inc. | 2,651 | $224.2K | 0.40% | −2,536−48.9% | Reduced |
| Calamos Wealth Management LLC | 2,647 | $223.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,615 | $221.2K | 0.09% | +10+0.4% | Added |
| Independent Wealth Network Inc. | 2,612 | $220.9K | 0.10% | −123−4.5% | Reduced |
| Caerus Investment Advisors, LLC | 2,610 | $220.8K | 0.21% | 00.0% | Unchanged |
| Cowa, LLC | 2,605 | $220.3K | 0.13% | +2,605 | New |
| Northeast Investment Management | 2,600 | $219.9K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 2,600 | $219.9K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,597 | $219.7K | 0.03% | −17−0.7% | Reduced |
| Sherbrooke Park Advisers LLC | 2,561 | $216.6K | 0.04% | +2,561 | New |
| CenterStar Asset Management, LLC | 2,548 | $215.6K | 0.45% | +2,548 | New |
| Arnhold LLC | 2,545 | $215.3K | 0.02% | +2,545 | New |
| New York Life Investment Management LLC | 2,529 | $213.9K | 0.00% | −194−7.1% | Reduced |
| Diversify Advisory Services, LLC | 2,619 | $213.3K | 0.01% | +2,619 | New |
| MidWestOne Financial Group, Inc. | 2,506 | $212.0K | 0.04% | +2,506 | New |
| Prospect Financial Services LLC | 2,488 | $210.4K | 0.17% | +2,488 | New |
| Capula Management Ltd | 2,484 | $210.1K | 0.01% | −2,871−53.6% | Reduced |
| First Horizon Advisors, Inc. | 2,475 | $209.3K | 0.01% | −72−2.8% | Reduced |
| Sierra Capital LLC | 2,467 | $209.0K | 0.03% | +2,467 | New |
| Lindbrook Capital, LLC | 2,458 | $207.9K | 0.02% | +164+7.1% | Added |
| Southland Equity Partners LLC | 2,436 | $206.0K | 0.06% | +2,436 | New |
| Stablepoint Partners, LLC | 2,433 | $205.8K | 0.04% | +2,433 | New |
| Merit Financial Group, LLC | 2,957 | $205.4K | 0.00% | +2,957 | New |
| Brighton Jones LLC | 2,415 | $204.3K | 0.01% | −196−7.5% | Reduced |
| LGT Group Foundation | 2,412 | $204.0K | 0.00% | +2,412 | New |
| Twin Peaks Wealth Advisors, LLC | 2,406 | $203.5K | 0.11% | +2,406 | New |
| Phoenix Holdings Ltd. | 2,413 | $203.5K | 0.00% | +2,413 | New |
| Cherrydale Wealth Management, LLC | 2,398 | $202.8K | 0.09% | +2,398 | New |
| Ci Investments Inc. | 2,373 | $201.0K | 0.00% | +551+30.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,355 | $199.3K | 0.13% | +2,355 | New |
| Financial Perspectives, Inc | 2,300 | $194.5K | 0.07% | +155+7.2% | Added |
| FPC Investment Advisory, Inc. | 2,600 | $192.5K | 0.19% | +2,600 | New |
| Delta Accumulation, LLC | 2,225 | $188.2K | 1.17% | 00.0% | Unchanged |
| City Holding Co | 2,171 | $183.6K | 0.03% | +563+35.0% | Added |
| Bokf, NA | 2,205 | $179.6K | 0.00% | +31+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,095 | $177.0K | 0.00% | +356+20.5% | Added |
| ICA Group Wealth Management, LLC | 2,065 | $174.7K | 0.03% | −400−16.2% | Reduced |