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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 497 | $32.1K | 0.01% | −8−1.6% | Reduced |
| PSI Advisors, LLC | 461 | $29.7K | 0.01% | −30−6.1% | Reduced |
| Creekmur Asset Management LLC | 459 | $29.6K | 0.01% | −4−0.9% | Reduced |
| First United Bank Trust | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 460 | $29.0K | 0.00% | −540−54.0% | Reduced |
| Sit Investment Associates Inc | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 423 | $27.3K | 0.00% | −86−16.9% | Reduced |
| NBC Securities, Inc. | 420 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $25.8K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 402 | $25.0K | 0.01% | +293+268.8% | Added |
| Tidemark, LLC | 376 | $24.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 353 | $22.8K | 0.00% | +156+79.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $22.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 329 | $21.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 328 | $21.2K | 0.00% | +78+31.2% | Added |
| Atlantic Trust, LLC | 325 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 308 | $19.9K | 0.00% | −1,104−78.2% | Reduced |
| Parkside Financial Bank & Trust | 304 | $19.6K | 0.00% | −106−25.9% | Reduced |
| Optimum Investment Advisors | 300 | $19.3K | 0.01% | −350−53.8% | Reduced |
| HM Payson & Co | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 300 | $19.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $19.3K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 293 | $18.9K | 0.00% | +293 | New |
| Anchor Investment Management, LLC | 291 | $18.8K | 0.00% | −10−3.3% | Reduced |
| Quadrant Capital Group LLC | 289 | $18.6K | 0.00% | −316−52.2% | Reduced |
| Register Financial Advisors LLC | 285 | $18.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 284 | $18.3K | 0.01% | +284 | New |
| McMahon Financial Advisors, LLC | 267 | $17.2K | 0.00% | +267 | New |
| Sound Income Strategies, LLC | 263 | $17.0K | 0.00% | −23−8.0% | Reduced |
| McIlrath & Eck, LLC | 250 | $16.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $16.1K | 0.00% | +212+557.9% | Added |
| New England Capital Financial Advisors LLC | 239 | $15.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $14.8K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 230 | $14.8K | 0.01% | +80+53.3% | Added |
| Deseret Mutual Benefit Administrators | 230 | $14.8K | 0.01% | +128+125.5% | Added |
| Beacon Capital Management, LLC | 229 | $14.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 227 | $14.6K | 0.00% | −10−4.2% | Reduced |
| Liberty One Investment Management, LLC | 222 | $14.0K | 0.00% | −17−7.1% | Reduced |
| Smithfield Trust Co | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 211 | $13.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $13.6K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 204 | $13.2K | 0.00% | +84+70.0% | Added |
| Great Lakes Retirement, Inc. | 202 | $13.0K | 0.00% | +202 | New |
| Lowe Wealth Advisors, LLC | 200 | $12.9K | 0.01% | −85−29.8% | Reduced |
| Eagle Bay Advisors LLC | 200 | $12.9K | 0.01% | −18−8.3% | Reduced |
| Laffer Tengler Investments | 200 | $12.9K | 0.00% | −4−2.0% | Reduced |
| Country Trust Bank | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 200 | $12.9K | 0.00% | +200 | New |
| Global X Japan Co., Ltd. | 196 | $12.6K | 0.00% | −27−12.1% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $12.4K | 0.00% | +200 | New |
| Key Financial Inc | 187 | $12.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 175 | $11.3K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 171 | $11.0K | 0.00% | +171 | New |
| Bradley & Co. Private Wealth Management, LLC | 166 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 164 | $10.6K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 160 | $10.3K | 0.00% | +160 | New |
| Lam Group, Inc. | 157 | $10.1K | 0.01% | +41+35.3% | Added |
| PFS Partners, LLC | 150 | $9.67K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $9.67K | 0.00% | +150 | New |
| Fairfield Financial Advisors, LTD | 150 | $9.67K | 0.00% | +150 | New |
| ICA Group Wealth Management, LLC | 144 | $9.29K | 0.01% | −1,921−93.0% | Reduced |
| Raffa Wealth Management, LLC | 142 | $9.16K | 0.00% | +110+343.8% | Added |
| Sachetta, LLC | 151 | $9.07K | 0.00% | +29+23.8% | Added |
| Transcendent Capital Group LLC | 140 | $9.03K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 140 | $9.00K | 0.00% | +140 | New |
| CarsonAllaria Wealth Management, Ltd. | 136 | $8.77K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 136 | $8.77K | 0.00% | +136 | New |
| Colonial Trust Advisors | 135 | $8.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $8.64K | 0.00% | +60+81.1% | Added |
| SJS Investment Consulting Inc. | 132 | $8.51K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 126 | $8.13K | 0.01% | +33+35.5% | Added |
| Picton Mahoney Asset Management | 132 | $8.00K | 0.00% | +132 | New |
| Highline Wealth Partners LLC | 123 | $7.93K | 0.00% | +3+2.5% | Added |
| JJJ Advisors Inc. | 120 | $7.74K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 118 | $7.61K | 0.00% | −10−7.8% | Reduced |
| Tucker Asset Management LLC | 116 | $7.48K | 0.00% | −26−18.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 115 | $7.42K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 112 | $7.22K | 0.00% | +66+143.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $7.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 110 | $7.10K | 0.00% | +8+7.8% | Added |
| Blume Capital Management, Inc. | 106 | $6.84K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 102 | $6.58K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $6.38K | 0.00% | +7+7.6% | Added |
| Investment Research & Advisory Group, Inc. | 98 | $6.32K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 99 | $6.30K | 0.00% | +85+607.1% | Added |
| Archer Investment Corp | 97 | $6.26K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 95 | $6.13K | 0.00% | −70−42.4% | Reduced |
| Turim 21 Investimentos Ltda. | 95 | $6.13K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 112,670 | $6.00K | 0.00% | +112,670 | New |
| Cornerstone Planning Group LLC | 102 | $5.84K | 0.00% | +66+183.3% | Added |