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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 3,246 | $209.3K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,241 | $209.0K | 0.05% | +429+15.3% | Added |
| Sicart Associates LLC | 3,230 | $208.3K | 0.08% | −700−17.8% | Reduced |
| Sivia Capital Partners, LLC | 3,220 | $207.7K | 0.14% | +3,220 | New |
| Symmetry Partners, LLC | 3,187 | $206.0K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,172 | $204.6K | 0.03% | −100−3.1% | Reduced |
| Vise Technologies, Inc. | 3,134 | $202.1K | 0.04% | +312+11.1% | Added |
| Kovack Advisors, Inc. | 3,117 | $201.0K | 0.02% | −235−7.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,107 | $200.4K | 0.02% | +3,107 | New |
| Edmond de Rothschild Holding S.A. | 3,100 | $199.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,057 | $195.1K | 0.01% | +269+9.6% | Added |
| Umb Bank N A | 2,908 | $187.5K | 0.00% | −2,599−47.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,898 | $186.9K | 0.04% | +2,898 | New |
| FPC Investment Advisory, Inc. | 2,600 | $186.8K | 0.17% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,885 | $186.0K | 0.00% | +512+21.6% | Added |
| Ronald Blue Trust, Inc. | 2,167 | $183.3K | 0.00% | +2,074+2,230.1% | Added |
| Allworth Financial LP | 2,644 | $180.0K | 0.00% | −956−26.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,760 | $178.0K | 0.07% | −898−24.5% | Reduced |
| Fairman Group, LLC | 2,753 | $177.5K | 0.18% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,720 | $175.4K | 0.07% | −28−1.0% | Reduced |
| EMC Capital Management | 2,700 | $174.0K | 0.10% | −1,000−27.0% | Reduced |
| Global Trust Asset Management, LLC | 2,615 | $168.6K | 0.07% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 2,570 | $165.7K | 0.39% | −7,360−74.1% | Reduced |
| Lindbrook Capital, LLC | 2,438 | $157.2K | 0.01% | −20−0.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,380 | $153.5K | 0.09% | +25+1.1% | Added |
| Clearstead Advisors, LLC | 2,339 | $150.8K | 0.00% | +151+6.9% | Added |
| Kozak & Associates, Inc. | 2,330 | $150.1K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,319 | $149.6K | 0.01% | −868−27.2% | Reduced |
| Financial Perspectives, Inc | 2,300 | $148.3K | 0.05% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 2,225 | $143.5K | 0.80% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,680 | $142.1K | 0.00% | +1,229+272.5% | Added |
| First Horizon Advisors, Inc. | 2,184 | $140.8K | 0.00% | −291−11.8% | Reduced |
| Covestor Ltd | 2,076 | $134.0K | 0.09% | +1,786+615.9% | Added |
| Proequities, Inc. | 2,072 | $133.6K | 0.01% | +1,570+312.7% | Added |
| Icon Wealth Advisors, LLC | 2,117 | $131.0K | 0.01% | +195+10.1% | Added |
| Huntington National Bank | 2,020 | $130.3K | 0.00% | +769+61.5% | Added |
| Bokf, NA | 1,993 | $128.5K | 0.00% | −212−9.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,875 | $120.9K | 0.00% | +54+3.0% | Added |
| Ridgewood Investments LLC | 1,869 | $120.5K | 0.06% | +1,869 | New |
| Banque Cantonale Vaudoise | 1,800 | $116.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,784 | $115.0K | 0.00% | +353+24.7% | Added |
| Venturi Wealth Management, LLC | 1,777 | $114.6K | 0.01% | +23+1.3% | Added |
| Tower Research Capital LLC (TRC) | 1,702 | $109.8K | 0.00% | −21,296−92.6% | Reduced |
| Alta Advisers Ltd | 1,700 | $109.6K | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,682 | $108.5K | 0.05% | +1,682 | New |
| Acropolis Investment Management, LLC | 1,652 | $106.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,537 | $99.1K | 0.04% | +1,348+713.2% | Added |
| Caz Investments LP | 1,500 | $97.0K | 0.14% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,480 | $95.4K | 0.01% | +1,480 | New |
| Spire Wealth Management | 1,441 | $92.9K | 0.00% | +36+2.6% | Added |
| Coppell Advisory Solutions LLC | 1,424 | $91.8K | 0.02% | +1,424 | New |
| Whittier Trust Co | 1,383 | $89.2K | 0.00% | −469−25.3% | Reduced |
| Private Trust Co NA | 1,382 | $89.1K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,363 | $87.9K | 0.01% | −4,301−75.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,187 | $87.2K | 0.01% | −22−1.8% | Reduced |
| Vista Private Wealth Partners. LLC | 1,311 | $84.5K | 0.03% | +1,311 | New |
| GAMMA Investing LLC | 1,265 | $81.6K | 0.01% | +136+12.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,142 | $73.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,129 | $72.8K | 0.01% | +657+139.2% | Added |
| Creative Financial Designs Inc | 1,126 | $72.6K | 0.01% | +72+6.8% | Added |
| Westside Investment Management, Inc. | 1,114 | $71.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,106 | $71.3K | 0.01% | −1,621−59.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,105 | $71.0K | 0.01% | +1+0.1% | Added |
| American National Bank | 1,100 | $70.9K | 0.01% | +90+8.9% | Added |
| Benjamin Edwards Inc | 1,069 | $69.0K | 0.01% | −244−18.6% | Reduced |
| Larson Financial Group LLC | 1,038 | $66.9K | 0.00% | +412+65.8% | Added |
| Washington Trust Co | 1,030 | $66.4K | 0.00% | +30+3.0% | Added |
| Ancora Advisors, LLC | 1,025 | $66.1K | 0.00% | +400+64.0% | Added |
| Central Trust Co | 1,007 | $64.9K | 0.00% | +180+21.8% | Added |
| SRS Capital Advisors, Inc. | 1,002 | $64.6K | 0.01% | +300+42.7% | Added |
| Clear Street Markets LLC | 1,000 | $64.0K | 0.02% | −3,300−76.7% | Reduced |
| City State Bank | 925 | $59.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 877 | $56.6K | 0.00% | +699+392.7% | Added |
| Rosenberg Matthew Hamilton | 830 | $53.0K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 781 | $50.4K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 746 | $48.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 759 | $48.0K | 0.01% | −6−0.8% | Reduced |
| LRI Investments, LLC | 741 | $47.8K | 0.01% | +341+85.3% | Added |
| Institutional & Family Asset Management, LLC | 737 | $47.5K | 0.01% | +55+8.1% | Added |
| Washington Trust Advisors, Inc. | 702 | $45.3K | 0.00% | +44+6.7% | Added |
| Marathon Trading Investment Management LLC | 700 | $45.1K | 0.01% | −4,911−87.5% | Reduced |
| Unique Wealth Strategies, LLC | 525 | $44.4K | 0.02% | +525 | New |
| Trust Co of Vermont | 685 | $44.2K | 0.00% | −17−2.4% | Reduced |
| 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 |
| Twin Lakes Capital Management, LLC | 679 | $43.8K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 676 | $43.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 675 | $43.5K | 0.00% | −90−11.8% | Reduced |
| City Holding Co | 663 | $42.8K | 0.01% | −1,508−69.5% | Reduced |
| Mizuho Bank, Ltd. | 650 | $41.9K | 0.01% | +650 | New |
| Hexagon Capital Partners LLC | 616 | $39.7K | 0.01% | +22+3.7% | Added |
| HHM Wealth Advisors, LLC | 593 | $38.2K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 582 | $37.5K | 0.00% | −9,783−94.4% | Reduced |
| Continuum Advisory, LLC | 576 | $37.1K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 761 | $36.6K | 0.01% | +761 | New |
| Quent Capital, LLC | 542 | $35.0K | 0.00% | −47−8.0% | Reduced |
| EverSource Wealth Advisors, LLC | 561 | $34.7K | 0.00% | −486−46.4% | Reduced |
| Fifth Third Bancorp | 512 | $33.0K | 0.00% | −90−15.0% | Reduced |
| Manchester Capital Management LLC | 506 | $32.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 506 | $32.1K | 0.01% | +414+450.0% | Added |