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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 3,241 | $209.0K | 0.05% | +429+15.3% | Added |
| Cidel Asset Management Inc | 3,246 | $209.3K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,261 | $210.3K | 0.03% | +22+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 3,269 | $210.8K | 0.02% | +31+1.0% | Added |
| Citizens Financial Group Inc | 3,277 | $211.3K | 0.00% | +3,277 | New |
| HighPoint Advisor Group LLC | 3,565 | $214.0K | 0.01% | −74−2.0% | Reduced |
| Smith, Moore & Co. | 3,365 | $217.0K | 0.02% | −30−0.9% | Reduced |
| RMR Wealth Builders | 3,391 | $218.7K | 0.03% | +736+27.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,429 | $221.1K | 0.01% | −405−10.6% | Reduced |
| Kensington Investment Counsel, LLC | 3,431 | $221.3K | 0.10% | +3,431 | New |
| Kingsview Wealth Management, LLC | 3,467 | $223.6K | 0.01% | −149−4.1% | Reduced |
| Altrafin AG | 3,470 | $223.8K | 0.08% | −4,200−54.8% | Reduced |
| Tobam | 3,468 | $224.0K | 0.04% | +1,961+130.1% | Added |
| Meridian Wealth Advisors, LLC | 3,539 | $228.2K | 0.04% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 3,544 | $228.6K | 0.11% | −277−7.2% | Reduced |
| Libra Wealth LLC | 3,554 | $229.2K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,557 | $229.4K | 0.04% | +232+7.0% | Added |
| Avestar Capital, LLC | 3,559 | $229.5K | 0.03% | −93−2.5% | Reduced |
| Westwood Wealth Management | 3,560 | $229.6K | 0.09% | −1,000−21.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,604 | $232.4K | 0.01% | −3,931−52.2% | Reduced |
| Portside Wealth Group, LLC | 3,604 | $232.4K | 0.04% | +130+3.7% | Added |
| Transcend Wealth Collective, LLC | 3,614 | $233.1K | 0.02% | −168−4.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,614 | $233.1K | 0.02% | +4+0.1% | Added |
| Westpac Banking Corp | 3,618 | $233.3K | 0.02% | +1,569+76.6% | Added |
| Parallel Advisors, LLC | 3,670 | $236.7K | 0.01% | −220−5.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,680 | $237.3K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,688 | $237.8K | 0.00% | −679−15.5% | Reduced |
| Frank, Rimerman Advisors LLC | 3,698 | $238.5K | 0.02% | +3,698 | New |
| Valeo Financial Advisors, LLC | 3,721 | $240.0K | 0.01% | −59−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,733 | $240.7K | 0.04% | +3,733 | New |
| Ausdal Financial Partners, Inc. | 3,766 | $242.9K | 0.03% | −1,657−30.6% | Reduced |
| Syon Capital LLC | 3,769 | $243.1K | 0.02% | +6+0.2% | Added |
| AE Wealth Management LLC | 3,780 | $243.8K | 0.00% | +321+9.3% | Added |
| Great Diamond Partners, LLC | 3,805 | $245.4K | 0.06% | −43−1.1% | Reduced |
| White Pine Investment CO | 3,810 | $246.0K | 0.07% | −125−3.2% | Reduced |
| WP Advisors, LLC | 3,890 | $250.9K | 0.08% | −200−4.9% | Reduced |
| EP Wealth Advisors, LLC | 3,897 | $251.3K | 0.00% | +254+7.0% | Added |
| Chaney Capital Management, Inc. | 3,970 | $256.0K | 0.17% | +3,970 | New |
| Dorsey & Whitney Trust CO LLC | 3,983 | $256.9K | 0.02% | −124−3.0% | Reduced |
| MCF Advisors LLC | 3,998 | $257.8K | 0.02% | −6−0.1% | Reduced |
| Covenant Asset Management, LLC | 4,015 | $258.9K | 0.06% | −549−12.0% | Reduced |
| Greenleaf Trust | 4,020 | $259.3K | 0.00% | −89−2.2% | Reduced |
| XTX Topco Ltd | 4,038 | $260.4K | 0.02% | −3,987−49.7% | Reduced |
| CenterStar Asset Management, LLC | 4,045 | $261.1K | 0.39% | +1,497+58.8% | Added |
| Beacon Pointe Advisors, LLC | 4,092 | $263.9K | 0.00% | −2,743−40.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,111 | $265.1K | 0.04% | +20.0% | Added |
| Cutter & CO Brokerage, Inc. | 4,115 | $265.4K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,115 | $265.4K | 0.01% | +35+0.9% | Added |
| State of Alaska, Department of Revenue | 4,130 | $266.0K | 0.00% | +4,130 | New |
| Simmons Bank | 4,126 | $266.1K | 0.02% | +178+4.5% | Added |
| Cardiff Park Advisors, LLC | 4,134 | $266.6K | 0.03% | −500−10.8% | Reduced |
| Golden State Equity Partners | 4,141 | $267.1K | 0.06% | +4,141 | New |
| Bluesphere Advisors, LLC | 4,146 | $267.4K | 0.14% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,149 | $267.6K | 0.10% | +105+2.6% | Added |
| Ashton Thomas Securities, LLC | 4,163 | $268.9K | 0.07% | +4,163 | New |
| SOL Capital Management CO | 4,175 | $269.0K | 0.03% | −1,750−29.5% | Reduced |
| Bradley Foster & Sargent Inc | 4,174 | $269.2K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,233 | $273.0K | 0.03% | +59+1.4% | Added |
| Robertson Stephens Wealth Management, LLC | 4,234 | $273.1K | 0.01% | +208+5.2% | Added |
| Security Benefit Life Insurance Co | 4,245 | $273.7K | 0.09% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 4,270 | $275.4K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,018 | $276.2K | 0.02% | +129+3.3% | Added |
| Mutual Advisors, LLC | 4,581 | $278.3K | 0.01% | −2,039−30.8% | Reduced |
| Carson Advisory Inc. | 4,440 | $286.3K | 0.20% | −500−10.1% | Reduced |
| Global Retirement Partners, LLC | 4,440 | $286.3K | 0.01% | +1,130+34.1% | Added |
| Bright Futures Wealth Management, LLC. | 4,758 | $287.3K | 0.16% | −162−3.3% | Reduced |
| Berger Financial Group, Inc | 4,465 | $287.9K | 0.02% | −1,792−28.6% | Reduced |
| Blueshift Asset Management, LLC | 4,473 | $288.5K | 0.10% | −2,511−36.0% | Reduced |
| Jones Financial Companies LLLP | 4,500 | $290.2K | 0.00% | +3,141+231.1% | Added |
| Nicholas Investment Partners, LP | 4,503 | $290.4K | 0.03% | −7,050−61.0% | Reduced |
| LBMC Investment Advisors, LLC | 4,542 | $292.9K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,581 | $295.4K | 0.12% | −1,735−27.5% | Reduced |
| Addison Capital Co | 4,591 | $296.1K | 0.13% | −168−3.5% | Reduced |
| One River Asset Management, LLC | 4,620 | $297.9K | 0.16% | +4,620 | New |
| Lazard Asset Management LLC | 4,679 | $300.0K | 0.00% | −1,420−23.3% | Reduced |
| Camden Capital, LLC | 4,695 | $302.8K | 0.02% | −72,038−93.9% | Reduced |
| Salem Investment Counselors Inc | 4,726 | $304.8K | 0.01% | −450−8.7% | Reduced |
| Azzad Asset Management Inc | 4,780 | $308.3K | 0.04% | −843−15.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,801 | $309.6K | 0.00% | −4,345−47.5% | Reduced |
| Lido Advisors, LLC | 4,801 | $309.7K | 0.00% | −109−2.2% | Reduced |
| Boston Private Wealth LLC | 4,821 | $310.9K | 0.01% | −139−2.8% | Reduced |
| CAP Partners, LLC | 4,827 | $311.3K | 0.25% | +62+1.3% | Added |
| Edgestream Partners, L.P. | 4,833 | $311.7K | 0.02% | +1,321+37.6% | Added |
| Western Wealth Management, LLC | 4,842 | $312.3K | 0.02% | −104−2.1% | Reduced |
| Sanders Morris Harris LLC | 4,870 | $314.1K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 4,878 | $314.6K | 0.00% | +75+1.6% | Added |
| Hoylecohen, LLC | 4,895 | $315.7K | 0.02% | −1,275−20.7% | Reduced |
| Premier Path Wealth Partners, LLC | 4,932 | $318.1K | 0.05% | −61−1.2% | Reduced |
| Lazari Capital Management, Inc. | 4,937 | $318.4K | 0.14% | −240−4.6% | Reduced |
| Aaron Wealth Advisors | 4,954 | $319.5K | 0.04% | +123+2.5% | Added |
| American Assets Investment Management, LLC | 5,000 | $322.4K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,050 | $325.7K | 0.01% | −149−2.9% | Reduced |
| Wesbanco Bank Inc | 5,052 | $325.8K | 0.01% | −35−0.7% | Reduced |
| IPG Investment Advisors LLC | 5,077 | $327.4K | 0.07% | +5,077 | New |
| Element Pointe Advisors, LLC | 5,093 | $328.4K | 0.08% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 5,115 | $329.9K | 0.02% | +424+9.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,155 | $332.4K | 0.07% | +190+3.8% | Added |
| Keudell/Morrison Wealth Management | 5,284 | $340.8K | 0.10% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 5,390 | $347.6K | 0.00% | +1,110+25.9% | Added |
| Chicago Partners Investment Group LLC | 5,785 | $347.6K | 0.01% | +947+19.6% | Added |