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 |
|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC | 5,403 | $348.4K | 0.15% | +263+5.1% | Added |
| Atlas Capital Advisors LLC | 5,487 | $353.9K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,491 | $354.1K | 0.04% | −2,975−35.1% | Reduced |
| Ellevest, Inc. | 5,504 | $355.0K | 0.02% | −509−8.5% | Reduced |
| Cravens & Co Advisors, LLC | 5,511 | $355.4K | 0.26% | +362+7.0% | Added |
| Cim Investment Mangement Inc | 5,580 | $359.9K | 0.11% | −50−0.9% | Reduced |
| Sweet Financial Partners, LLC | 5,611 | $361.9K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,648 | $364.2K | 0.01% | +5,648 | New |
| Viawealth, LLC | 5,667 | $365.5K | 0.23% | −275−4.6% | Reduced |
| Rakuten Securities, Inc. | 5,679 | $366.2K | 0.16% | +2,266+66.4% | Added |
| Pitti Group Wealth Management, LLC | 4,739 | $366.6K | 0.40% | +301+6.8% | Added |
| Principal Securities, Inc. | 5,711 | $368.3K | 0.01% | −622−9.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,723 | $369.1K | 0.01% | −1,570−21.5% | Reduced |
| Ballentine Partners, LLC | 5,759 | $371.4K | 0.01% | +153+2.7% | Added |
| IFP Advisors, Inc | 5,760 | $371.4K | 0.01% | −818−12.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,762 | $371.6K | 0.02% | −110−1.9% | Reduced |
| Geneos Wealth Management Inc. | 5,778 | $372.6K | 0.02% | −67−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,780 | $372.8K | 0.00% | +860+17.5% | Added |
| WealthPlan Investment Management, LLC | 5,791 | $373.5K | 0.06% | −711−10.9% | Reduced |
| Doliver Advisors, LP | 5,816 | $375.1K | 0.10% | +5,816 | New |
| Cigna Investments Inc | 5,855 | $377.0K | 0.07% | −63−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 5,859 | $377.8K | 0.01% | −245−4.0% | Reduced |
| Occudo Quantitative Strategies LP | 5,921 | $381.8K | 0.07% | +5,921 | New |
| JB Capital LLC | 6,073 | $391.6K | 0.02% | +124+2.1% | Added |
| Octavia Wealth Advisors, LLC | 6,075 | $391.8K | 0.05% | −936−13.4% | Reduced |
| Moser Wealth Advisors, LLC | 6,112 | $394.2K | 0.21% | +69+1.1% | Added |
| Sandy Spring Bank | 6,114 | $394.3K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,160 | $397.3K | 0.07% | +6,160 | New |
| White Knight Strategic Wealth Advisors, LLC | 6,174 | $398.2K | 0.40% | +240+4.0% | Added |
| Concurrent Investment Advisors, LLC | 6,189 | $399.1K | 0.01% | +2,275+58.1% | Added |
| Moors & Cabot, Inc. | 6,253 | $403.3K | 0.02% | −920−12.8% | Reduced |
| NorthRock Partners, LLC | 6,256 | $403.4K | 0.02% | +161+2.6% | Added |
| Barings LLC | 6,287 | $405.4K | 0.01% | +6,287 | New |
| Nilsine Partners, LLC | 6,329 | $408.2K | 0.05% | −274−4.1% | Reduced |
| Prelude Capital Management, LLC | 6,335 | $408.5K | 0.03% | +6,335 | New |
| Brinker Capital Investments, LLC | 6,370 | $410.8K | 0.00% | −5,112−44.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,370 | $410.8K | 0.00% | −5,112−44.5% | Reduced |
| Keebeck Alpha, LP | 6,443 | $415.5K | 0.31% | +6,443 | New |
| Regal Investment Advisors LLC | 6,474 | $417.5K | 0.03% | −1,558−19.4% | Reduced |
| Simplicity Wealth,LLC | 6,482 | $418.0K | 0.01% | −135−2.0% | Reduced |
| Bleakley Financial Group, LLC | 6,487 | $418.3K | 0.01% | −130−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 6,620 | $426.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,712 | $428.8K | 0.01% | +6,712 | New |
| Malaga Cove Capital, LLC | 6,693 | $431.6K | 0.18% | +2,369+54.8% | Added |
| Tran Capital Management, L.P. | 6,768 | $436.5K | 0.05% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 6,772 | $437.0K | 0.03% | +550+8.8% | Added |
| Financial Advocates Investment Management | 6,779 | $437.2K | 0.03% | −1,189−14.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,868 | $442.9K | 0.03% | −150−2.1% | Reduced |
| Acadian Asset Management LLC | 6,880 | $443.0K | 0.00% | +6,880 | New |
| Fox Run Management, L.L.C. | 6,958 | $448.7K | 0.08% | −5,539−44.3% | Reduced |
| Globeflex Capital L P | 6,984 | $450.4K | 0.05% | +1,900+37.4% | Added |
| Game Creek Capital, LP | 7,000 | $451.4K | 0.25% | +7,000 | New |
| Catalyst Funds Management Pty Ltd | 7,000 | $451.4K | 0.12% | +7,000 | New |
| Brighton Jones LLC | 7,002 | $451.6K | 0.01% | +4,587+189.9% | Added |
| BTC Capital Management, Inc. | 7,006 | $451.8K | 0.04% | +1,140+19.4% | Added |
| Forum Financial Management, LP | 7,010 | $452.1K | 0.01% | +394+6.0% | Added |
| Oak Thistle LLC | 7,039 | $453.9K | 0.34% | +7,039 | New |
| Corebridge Financial, Inc. | 7,131 | $459.9K | 0.00% | +7,131 | New |
| Scotia Capital Inc. | 7,144 | $460.7K | 0.00% | −429−5.7% | Reduced |
| Corton Capital Inc. | 7,149 | $461.0K | 0.24% | +860+13.7% | Added |
| Bryn Mawr Trust Co | 7,165 | $462.1K | 0.02% | −143−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 7,233 | $466.5K | 0.01% | −444−5.8% | Reduced |
| Meeder Advisory Services, Inc. | 7,266 | $468.6K | 0.03% | +2,363+48.2% | Added |
| RF&L Wealth Management, LLC | 7,275 | $469.2K | 0.36% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 7,306 | $471.2K | 0.05% | +7,306 | New |
| Independent Advisor Alliance | 7,375 | $475.6K | 0.02% | −749−9.2% | Reduced |
| Angeles Investment Advisors, LLC | 7,377 | $475.7K | 0.02% | +176+2.4% | Added |
| Banque Pictet & Cie SA | 7,400 | $477.2K | 0.00% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 7,423 | $478.7K | 0.24% | −1,395−15.8% | Reduced |
| Wetherby Asset Management Inc | 7,469 | $481.7K | 0.02% | −351−4.5% | Reduced |
| Algert Global LLC | 7,493 | $483.2K | 0.02% | +7,493 | New |
| Rakuten Investment Management, Inc. | 7,636 | $484.0K | 0.00% | +2,846+59.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,537 | $486.1K | 0.02% | +2,118+39.1% | Added |
| NewEdge Wealth, LLC | 7,544 | $486.5K | 0.01% | −1,261−14.3% | Reduced |
| Nations Financial Group Inc, | 7,599 | $490.1K | 0.04% | +70+0.9% | Added |
| Davenport & Co LLC | 7,751 | $499.9K | 0.00% | −1,317−14.5% | Reduced |
| Veriti Management LLC | 7,813 | $503.9K | 0.03% | −2,302−22.8% | Reduced |
| Signaturefd, LLC | 7,857 | $506.7K | 0.01% | −763−8.9% | Reduced |
| Yousif Capital Management, LLC | 7,859 | $506.8K | 0.01% | +7+0.1% | Added |
| Metis Global Partners, LLC | 7,896 | $509.2K | 0.02% | −117−1.5% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $511.2K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,945 | $512.4K | 0.02% | −977−11.0% | Reduced |
| Clarity Capital Partners LLC | 7,997 | $515.7K | 0.32% | −21,641−73.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,024 | $517.5K | 0.01% | −82−1.0% | Reduced |
| CFM Wealth Partners LLC | 8,060 | $519.8K | 0.10% | −258−3.1% | Reduced |
| Quest Partners LLC | 8,095 | $522.0K | 0.07% | +7,520+1,307.8% | Added |
| Pittenger & Anderson Inc | 8,100 | $522.4K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,115 | $523.3K | 0.00% | −891−9.9% | Reduced |
| Prospera Financial Services Inc | 8,115 | $523.4K | 0.01% | −482−5.6% | Reduced |
| Davy Global Fund Management Ltd | 8,140 | $524.9K | 0.06% | +4,705+137.0% | Added |
| KRS Capital Management, LLC | 8,157 | $526.0K | 0.39% | +2,670+48.7% | Added |
| Key Client Fiduciary Advisors, LLC | 8,382 | $540.6K | 0.27% | +753+9.9% | Added |
| Sunbelt Securities, Inc. | 8,407 | $542.2K | 0.06% | +753+9.8% | Added |
| Wolverine Trading, LLC | 8,457 | $545.4K | 0.01% | −79,465−90.4% | Reduced |
| Prosperity Wealth Management, Inc. | 8,515 | $549.1K | 0.27% | +3,608+73.5% | Added |
| Synovus Financial Corp | 8,581 | $553.4K | 0.01% | +97+1.1% | Added |
| Apollon Wealth Management, LLC | 8,619 | $555.8K | 0.02% | −56−0.6% | Reduced |
| Atomi Financial Group, Inc. | 8,691 | $560.5K | 0.04% | +557+6.8% | Added |
| Spark Investment Management LLC | 8,700 | $561.1K | 3.36% | 00.0% | Unchanged |
| Prudential PLC | 8,708 | $561.6K | 0.00% | 00.0% | Unchanged |