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 26 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, 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 | 1,086 | $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, 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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 5,487 | $353.9K | 0.05% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,403 | $348.4K | 0.15% | +263+5.1% | Added |
| Chicago Partners Investment Group LLC | 5,785 | $347.6K | 0.01% | +947+19.6% | Added |
| Westfield Capital Management Co LP | 5,390 | $347.6K | 0.00% | +1,110+25.9% | Added |
| Keudell/Morrison Wealth Management | 5,284 | $340.8K | 0.10% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 5,155 | $332.4K | 0.07% | +190+3.8% | Added |
| Siemens Fonds Invest GmbH | 5,115 | $329.9K | 0.02% | +424+9.0% | Added |
| Element Pointe Advisors, LLC | 5,093 | $328.4K | 0.08% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 5,077 | $327.4K | 0.07% | +5,077 | New |
| Wesbanco Bank Inc | 5,052 | $325.8K | 0.01% | −35−0.7% | Reduced |
| Freestone Capital Holdings, LLC | 5,050 | $325.7K | 0.01% | −149−2.9% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $322.4K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,954 | $319.5K | 0.04% | +123+2.5% | Added |
| Lazari Capital Management, Inc. | 4,937 | $318.4K | 0.14% | −240−4.6% | Reduced |
| Premier Path Wealth Partners, LLC | 4,932 | $318.1K | 0.05% | −61−1.2% | Reduced |
| Hoylecohen, LLC | 4,895 | $315.7K | 0.02% | −1,275−20.7% | Reduced |
| MAI Capital Management | 4,878 | $314.6K | 0.00% | +75+1.6% | Added |
| Sanders Morris Harris LLC | 4,870 | $314.1K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,842 | $312.3K | 0.02% | −104−2.1% | Reduced |
| Edgestream Partners, L.P. | 4,833 | $311.7K | 0.02% | +1,321+37.6% | Added |
| CAP Partners, LLC | 4,827 | $311.3K | 0.25% | +62+1.3% | Added |
| Boston Private Wealth LLC | 4,821 | $310.9K | 0.01% | −139−2.8% | Reduced |
| Lido Advisors, LLC | 4,801 | $309.7K | 0.00% | −109−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,801 | $309.6K | 0.00% | −4,345−47.5% | Reduced |
| Azzad Asset Management Inc | 4,780 | $308.3K | 0.04% | −843−15.0% | Reduced |
| Salem Investment Counselors Inc | 4,726 | $304.8K | 0.01% | −450−8.7% | Reduced |
| Camden Capital, LLC | 4,695 | $302.8K | 0.02% | −72,038−93.9% | Reduced |
| Lazard Asset Management LLC | 4,679 | $300.0K | 0.00% | −1,420−23.3% | Reduced |
| One River Asset Management, LLC | 4,620 | $297.9K | 0.16% | +4,620 | New |
| Addison Capital Co | 4,591 | $296.1K | 0.13% | −168−3.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,581 | $295.4K | 0.12% | −1,735−27.5% | Reduced |
| LBMC Investment Advisors, LLC | 4,542 | $292.9K | 0.03% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 4,503 | $290.4K | 0.03% | −7,050−61.0% | Reduced |
| Jones Financial Companies LLLP | 4,500 | $290.2K | 0.00% | +3,141+231.1% | Added |
| Blueshift Asset Management, LLC | 4,473 | $288.5K | 0.10% | −2,511−36.0% | Reduced |
| Berger Financial Group, Inc | 4,465 | $287.9K | 0.02% | −1,792−28.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,758 | $287.3K | 0.16% | −162−3.3% | 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 |
| Mutual Advisors, LLC | 4,581 | $278.3K | 0.01% | −2,039−30.8% | Reduced |
| Wedmont Private Capital | 4,018 | $276.2K | 0.02% | +129+3.3% | Added |
| Conway Capital Management, Inc. | 4,270 | $275.4K | 0.14% | 00.0% | Unchanged |
| Security Benefit Life Insurance Co | 4,245 | $273.7K | 0.09% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,234 | $273.1K | 0.01% | +208+5.2% | Added |
| Y.D. More Investments Ltd | 4,233 | $273.0K | 0.03% | +59+1.4% | Added |
| Bradley Foster & Sargent Inc | 4,174 | $269.2K | 0.00% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,175 | $269.0K | 0.03% | −1,750−29.5% | Reduced |
| Ashton Thomas Securities, LLC | 4,163 | $268.9K | 0.07% | +4,163 | New |
| Monterey Private Wealth, Inc. | 4,149 | $267.6K | 0.10% | +105+2.6% | Added |
| Bluesphere Advisors, LLC | 4,146 | $267.4K | 0.14% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,141 | $267.1K | 0.06% | +4,141 | New |
| Cardiff Park Advisors, LLC | 4,134 | $266.6K | 0.03% | −500−10.8% | Reduced |
| Simmons Bank | 4,126 | $266.1K | 0.02% | +178+4.5% | Added |
| State of Alaska, Department of Revenue | 4,130 | $266.0K | 0.00% | +4,130 | New |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 4,111 | $265.1K | 0.04% | +20.0% | Added |
| Beacon Pointe Advisors, LLC | 4,092 | $263.9K | 0.00% | −2,743−40.1% | Reduced |
| CenterStar Asset Management, LLC | 4,045 | $261.1K | 0.39% | +1,497+58.8% | Added |
| XTX Topco Ltd | 4,038 | $260.4K | 0.02% | −3,987−49.7% | Reduced |
| Greenleaf Trust | 4,020 | $259.3K | 0.00% | −89−2.2% | Reduced |
| Covenant Asset Management, LLC | 4,015 | $258.9K | 0.06% | −549−12.0% | Reduced |
| MCF Advisors LLC | 3,998 | $257.8K | 0.02% | −6−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,983 | $256.9K | 0.02% | −124−3.0% | Reduced |
| Chaney Capital Management, Inc. | 3,970 | $256.0K | 0.17% | +3,970 | New |
| EP Wealth Advisors, LLC | 3,897 | $251.3K | 0.00% | +254+7.0% | Added |
| WP Advisors, LLC | 3,890 | $250.9K | 0.08% | −200−4.9% | Reduced |
| White Pine Investment CO | 3,810 | $246.0K | 0.07% | −125−3.2% | Reduced |
| Great Diamond Partners, LLC | 3,805 | $245.4K | 0.06% | −43−1.1% | Reduced |
| AE Wealth Management LLC | 3,780 | $243.8K | 0.00% | +321+9.3% | Added |
| Syon Capital LLC | 3,769 | $243.1K | 0.02% | +6+0.2% | Added |
| Ausdal Financial Partners, Inc. | 3,766 | $242.9K | 0.03% | −1,657−30.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,733 | $240.7K | 0.04% | +3,733 | New |
| Valeo Financial Advisors, LLC | 3,721 | $240.0K | 0.01% | −59−1.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,698 | $238.5K | 0.02% | +3,698 | New |
| Empower Advisory Group, LLC | 3,688 | $237.8K | 0.00% | −679−15.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,680 | $237.3K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,670 | $236.7K | 0.01% | −220−5.7% | Reduced |
| Westpac Banking Corp | 3,618 | $233.3K | 0.02% | +1,569+76.6% | 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 |
| 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 |
| Westwood Wealth Management | 3,560 | $229.6K | 0.09% | −1,000−21.9% | Reduced |
| Avestar Capital, LLC | 3,559 | $229.5K | 0.03% | −93−2.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,557 | $229.4K | 0.04% | +232+7.0% | Added |
| Libra Wealth LLC | 3,554 | $229.2K | 0.10% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 3,544 | $228.6K | 0.11% | −277−7.2% | Reduced |
| Meridian Wealth Advisors, LLC | 3,539 | $228.2K | 0.04% | 00.0% | Unchanged |
| Tobam | 3,468 | $224.0K | 0.04% | +1,961+130.1% | Added |
| Altrafin AG | 3,470 | $223.8K | 0.08% | −4,200−54.8% | Reduced |
| Kingsview Wealth Management, LLC | 3,467 | $223.6K | 0.01% | −149−4.1% | Reduced |
| Kensington Investment Counsel, LLC | 3,431 | $221.3K | 0.10% | +3,431 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,429 | $221.1K | 0.01% | −405−10.6% | Reduced |
| RMR Wealth Builders | 3,391 | $218.7K | 0.03% | +736+27.7% | Added |
| Smith, Moore & Co. | 3,365 | $217.0K | 0.02% | −30−0.9% | Reduced |
| HighPoint Advisor Group LLC | 3,565 | $214.0K | 0.01% | −74−2.0% | Reduced |
| Citizens Financial Group Inc | 3,277 | $211.3K | 0.00% | +3,277 | New |
| Jaffetilchin Investment Partners, LLC | 3,269 | $210.8K | 0.02% | +31+1.0% | Added |
| Personal Cfo Solutions, LLC | 3,261 | $210.3K | 0.03% | +22+0.7% | Added |