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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 461 | $29.7K | 0.01% | −30−6.1% | Reduced |
| Addison Advisors LLC | 497 | $32.1K | 0.01% | −8−1.6% | Reduced |
| Smartleaf Asset Management LLC | 506 | $32.1K | 0.01% | +414+450.0% | Added |
| Manchester Capital Management LLC | 506 | $32.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 512 | $33.0K | 0.00% | −90−15.0% | Reduced |
| EverSource Wealth Advisors, LLC | 561 | $34.7K | 0.00% | −486−46.4% | Reduced |
| Quent Capital, LLC | 542 | $35.0K | 0.00% | −47−8.0% | Reduced |
| Hobbs Group Advisors, LLC | 761 | $36.6K | 0.01% | +761 | New |
| Continuum Advisory, LLC | 576 | $37.1K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 582 | $37.5K | 0.00% | −9,783−94.4% | Reduced |
| HHM Wealth Advisors, LLC | 593 | $38.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 616 | $39.7K | 0.01% | +22+3.7% | Added |
| Mizuho Bank, Ltd. | 650 | $41.9K | 0.01% | +650 | New |
| City Holding Co | 663 | $42.8K | 0.01% | −1,508−69.5% | Reduced |
| Crewe Advisors LLC | 675 | $43.5K | 0.00% | −90−11.8% | Reduced |
| Front Row Advisors LLC | 676 | $43.6K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 679 | $43.8K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 688 | $44.0K | 0.01% | +41+6.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $44.0K | 0.00% | +700 | New |
| Trust Co of Vermont | 685 | $44.2K | 0.00% | −17−2.4% | Reduced |
| Unique Wealth Strategies, LLC | 525 | $44.4K | 0.02% | +525 | New |
| Marathon Trading Investment Management LLC | 700 | $45.1K | 0.01% | −4,911−87.5% | Reduced |
| Washington Trust Advisors, Inc. | 702 | $45.3K | 0.00% | +44+6.7% | Added |
| Institutional & Family Asset Management, LLC | 737 | $47.5K | 0.01% | +55+8.1% | Added |
| LRI Investments, LLC | 741 | $47.8K | 0.01% | +341+85.3% | Added |
| Valley National Advisers Inc | 759 | $48.0K | 0.01% | −6−0.8% | Reduced |
| CNB Bank | 746 | $48.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 781 | $50.4K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 830 | $53.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 877 | $56.6K | 0.00% | +699+392.7% | Added |
| City State Bank | 925 | $59.7K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $64.0K | 0.02% | −3,300−76.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,002 | $64.6K | 0.01% | +300+42.7% | Added |
| Central Trust Co | 1,007 | $64.9K | 0.00% | +180+21.8% | Added |
| Ancora Advisors, LLC | 1,025 | $66.1K | 0.00% | +400+64.0% | Added |
| Washington Trust Co | 1,030 | $66.4K | 0.00% | +30+3.0% | Added |
| Larson Financial Group LLC | 1,038 | $66.9K | 0.00% | +412+65.8% | Added |
| Benjamin Edwards Inc | 1,069 | $69.0K | 0.01% | −244−18.6% | Reduced |
| American National Bank | 1,100 | $70.9K | 0.01% | +90+8.9% | Added |
| Capital Advisors, Ltd. LLC | 1,105 | $71.0K | 0.01% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 1,106 | $71.3K | 0.01% | −1,621−59.4% | Reduced |
| Westside Investment Management, Inc. | 1,114 | $71.8K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,126 | $72.6K | 0.01% | +72+6.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,129 | $72.8K | 0.01% | +657+139.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,142 | $73.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,265 | $81.6K | 0.01% | +136+12.0% | Added |
| Vista Private Wealth Partners. LLC | 1,311 | $84.5K | 0.03% | +1,311 | New |
| Quintet Private Bank (Europe) S.A. | 1,187 | $87.2K | 0.01% | −22−1.8% | Reduced |
| Ostrum Asset Management | 1,363 | $87.9K | 0.01% | −4,301−75.9% | Reduced |
| Private Trust Co NA | 1,382 | $89.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,383 | $89.2K | 0.00% | −469−25.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,424 | $91.8K | 0.02% | +1,424 | New |
| Spire Wealth Management | 1,441 | $92.9K | 0.00% | +36+2.6% | Added |
| Focused Wealth Management, Inc | 1,480 | $95.4K | 0.01% | +1,480 | New |
| Caz Investments LP | 1,500 | $97.0K | 0.14% | 00.0% | Unchanged |
| Quarry LP | 1,537 | $99.1K | 0.04% | +1,348+713.2% | Added |
| Acropolis Investment Management, LLC | 1,652 | $106.5K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,682 | $108.5K | 0.05% | +1,682 | New |
| Alta Advisers Ltd | 1,700 | $109.6K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,702 | $109.8K | 0.00% | −21,296−92.6% | Reduced |
| Venturi Wealth Management, LLC | 1,777 | $114.6K | 0.01% | +23+1.3% | Added |
| TD Private Client Wealth LLC | 1,784 | $115.0K | 0.00% | +353+24.7% | Added |
| Banque Cantonale Vaudoise | 1,800 | $116.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,869 | $120.5K | 0.06% | +1,869 | New |
| Whittier Trust Co of Nevada Inc | 1,875 | $120.9K | 0.00% | +54+3.0% | Added |
| Bokf, NA | 1,993 | $128.5K | 0.00% | −212−9.6% | Reduced |
| Huntington National Bank | 2,020 | $130.3K | 0.00% | +769+61.5% | Added |
| Icon Wealth Advisors, LLC | 2,117 | $131.0K | 0.01% | +195+10.1% | Added |
| Proequities, Inc. | 2,072 | $133.6K | 0.01% | +1,570+312.7% | Added |
| Covestor Ltd | 2,076 | $134.0K | 0.09% | +1,786+615.9% | Added |
| First Horizon Advisors, Inc. | 2,184 | $140.8K | 0.00% | −291−11.8% | Reduced |
| Mather Group, LLC. | 1,680 | $142.1K | 0.00% | +1,229+272.5% | Added |
| Delta Accumulation, LLC | 2,225 | $143.5K | 0.80% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,300 | $148.3K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,319 | $149.6K | 0.01% | −868−27.2% | Reduced |
| Kozak & Associates, Inc. | 2,330 | $150.1K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,339 | $150.8K | 0.00% | +151+6.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,380 | $153.5K | 0.09% | +25+1.1% | Added |
| Lindbrook Capital, LLC | 2,438 | $157.2K | 0.01% | −20−0.8% | Reduced |
| Mizuho Securities Co. Ltd. | 2,570 | $165.7K | 0.39% | −7,360−74.1% | Reduced |
| Global Trust Asset Management, LLC | 2,615 | $168.6K | 0.07% | 00.0% | Unchanged |
| EMC Capital Management | 2,700 | $174.0K | 0.10% | −1,000−27.0% | Reduced |
| Tyler-Stone Wealth Management | 2,720 | $175.4K | 0.07% | −28−1.0% | Reduced |
| Fairman Group, LLC | 2,753 | $177.5K | 0.18% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,760 | $178.0K | 0.07% | −898−24.5% | Reduced |
| Allworth Financial LP | 2,644 | $180.0K | 0.00% | −956−26.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,167 | $183.3K | 0.00% | +2,074+2,230.1% | Added |
| Ci Investments Inc. | 2,885 | $186.0K | 0.00% | +512+21.6% | Added |
| FPC Investment Advisory, Inc. | 2,600 | $186.8K | 0.17% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,898 | $186.9K | 0.04% | +2,898 | New |
| Umb Bank N A | 2,908 | $187.5K | 0.00% | −2,599−47.2% | Reduced |
| Farther Finance Advisors, LLC | 3,057 | $195.1K | 0.01% | +269+9.6% | Added |
| Edmond de Rothschild Holding S.A. | 3,100 | $199.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,107 | $200.4K | 0.02% | +3,107 | New |
| Kovack Advisors, Inc. | 3,117 | $201.0K | 0.02% | −235−7.0% | Reduced |
| Vise Technologies, Inc. | 3,134 | $202.1K | 0.04% | +312+11.1% | Added |
| Perennial Investment Advisors, LLC | 3,172 | $204.6K | 0.03% | −100−3.1% | Reduced |
| Symmetry Partners, LLC | 3,187 | $206.0K | 0.01% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,220 | $207.7K | 0.14% | +3,220 | New |
| Sicart Associates LLC | 3,230 | $208.3K | 0.08% | −700−17.8% | Reduced |