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; 1,085 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, Q2 2024
Institutional positions in Block, Inc. as of Jun 30, 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
- 1,002
- −56 vs. Q1 2024
- Shares held
- 386.2M
- +1.71M (+0.4%) vs. Q1 2024
- Total value
- $24.9B
- −$7.56B (−23.3%) vs. Q1 2024
- New holders
- 117
- 349 more added
- Sold out
- 173
- 359 more reduced
13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 1,085 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hilltop National Bank | 90 | $5.80K | 0.00% | +30+50.0% | Added |
| Toth Financial Advisory Corp | 90 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 102 | $5.84K | 0.00% | +66+183.3% | Added |
| PrairieView Partners, LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 112,670 | $6.00K | 0.00% | +112,670 | New |
| Activest Wealth Management | 95 | $6.13K | 0.00% | −70−42.4% | Reduced |
| Turim 21 Investimentos Ltda. | 95 | $6.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 97 | $6.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 99 | $6.30K | 0.00% | +85+607.1% | Added |
| Investment Research & Advisory Group, Inc. | 98 | $6.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $6.38K | 0.00% | +7+7.6% | Added |
| Silicon Valley Capital Partners | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 102 | $6.58K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 106 | $6.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 110 | $7.10K | 0.00% | +8+7.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $7.21K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 112 | $7.22K | 0.00% | +66+143.5% | Added |
| LFA - Lugano Financial Advisors SA | 115 | $7.42K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 116 | $7.48K | 0.00% | −26−18.3% | Reduced |
| Missouri Trust & Investment Co | 118 | $7.61K | 0.00% | −10−7.8% | Reduced |
| JJJ Advisors Inc. | 120 | $7.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 123 | $7.93K | 0.00% | +3+2.5% | Added |
| Picton Mahoney Asset Management | 132 | $8.00K | 0.00% | +132 | New |
| Macroview Investment Management LLC | 126 | $8.13K | 0.01% | +33+35.5% | Added |
| SJS Investment Consulting Inc. | 132 | $8.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $8.64K | 0.00% | +60+81.1% | Added |
| Colonial Trust Advisors | 135 | $8.71K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 136 | $8.77K | 0.00% | +136 | New |
| CarsonAllaria Wealth Management, Ltd. | 136 | $8.77K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 140 | $9.00K | 0.00% | +140 | New |
| Transcendent Capital Group LLC | 140 | $9.03K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 151 | $9.07K | 0.00% | +29+23.8% | Added |
| Raffa Wealth Management, LLC | 142 | $9.16K | 0.00% | +110+343.8% | Added |
| ICA Group Wealth Management, LLC | 144 | $9.29K | 0.01% | −1,921−93.0% | Reduced |
| PFS Partners, LLC | 150 | $9.67K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $9.67K | 0.00% | +150 | New |
| Fairfield Financial Advisors, LTD | 150 | $9.67K | 0.00% | +150 | New |
| Lam Group, Inc. | 157 | $10.1K | 0.01% | +41+35.3% | Added |
| Stephens Consulting, LLC | 160 | $10.3K | 0.00% | +160 | New |
| Cassady Schiller Wealth Management, LLC | 164 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 166 | $10.7K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 171 | $11.0K | 0.00% | +171 | New |
| Pineridge Advisors LLC | 175 | $11.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $11.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 187 | $12.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $12.4K | 0.00% | +200 | New |
| Global X Japan Co., Ltd. | 196 | $12.6K | 0.00% | −27−12.1% | Reduced |
| Lowe Wealth Advisors, LLC | 200 | $12.9K | 0.01% | −85−29.8% | Reduced |
| Eagle Bay Advisors LLC | 200 | $12.9K | 0.01% | −18−8.3% | Reduced |
| Laffer Tengler Investments | 200 | $12.9K | 0.00% | −4−2.0% | Reduced |
| Country Trust Bank | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 200 | $12.9K | 0.00% | +200 | New |
| Great Lakes Retirement, Inc. | 202 | $13.0K | 0.00% | +202 | New |
| CBIZ Investment Advisory Services, LLC | 204 | $13.2K | 0.00% | +84+70.0% | Added |
| South State Corp. | 211 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $13.6K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 222 | $14.0K | 0.00% | −17−7.1% | Reduced |
| Smithfield Trust Co | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 227 | $14.6K | 0.00% | −10−4.2% | Reduced |
| Beacon Capital Management, LLC | 229 | $14.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $14.8K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 230 | $14.8K | 0.01% | +80+53.3% | Added |
| Deseret Mutual Benefit Administrators | 230 | $14.8K | 0.01% | +128+125.5% | Added |
| Capital Analysts, LLC | 226 | $15.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 239 | $15.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 250 | $16.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $16.1K | 0.00% | +212+557.9% | Added |
| Sound Income Strategies, LLC | 263 | $17.0K | 0.00% | −23−8.0% | Reduced |
| McMahon Financial Advisors, LLC | 267 | $17.2K | 0.00% | +267 | New |
| Opal Wealth Advisors, LLC | 284 | $18.3K | 0.01% | +284 | New |
| Register Financial Advisors LLC | 285 | $18.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 289 | $18.6K | 0.00% | −316−52.2% | Reduced |
| Anchor Investment Management, LLC | 291 | $18.8K | 0.00% | −10−3.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 293 | $18.9K | 0.00% | +293 | New |
| Optimum Investment Advisors | 300 | $19.3K | 0.01% | −350−53.8% | Reduced |
| HM Payson & Co | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 300 | $19.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $19.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 304 | $19.6K | 0.00% | −106−25.9% | Reduced |
| Hollencrest Capital Management | 308 | $19.9K | 0.00% | −1,104−78.2% | Reduced |
| Atlantic Trust, LLC | 325 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 328 | $21.2K | 0.00% | +78+31.2% | Added |
| Riverview Trust Co | 329 | $21.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $22.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 353 | $22.8K | 0.00% | +156+79.2% | Added |
| Tidemark, LLC | 376 | $24.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 402 | $25.0K | 0.01% | +293+268.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $25.8K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 420 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 423 | $27.3K | 0.00% | −86−16.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 460 | $29.0K | 0.00% | −540−54.0% | Reduced |
| Sit Investment Associates Inc | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 459 | $29.6K | 0.01% | −4−0.9% | Reduced |