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, Q3 2024
Institutional positions in Block, Inc. as of Sep 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
- 990
- −3 vs. Q2 2024
- Shares held
- 383.7M
- +28.8M (+8.1%) vs. Q2 2024
- Total value
- $25.8B
- +$2.89B (+12.6%) vs. Q2 2024
- New holders
- 110
- 338 more added
- Sold out
- 113
- 360 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 88 | $5.91K | 0.00% | −24−21.4% | Reduced |
| Park Place Capital Corp | 89 | $5.97K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 90 | $6.04K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 94 | $6.30K | 0.00% | −5−5.1% | Reduced |
| Turim 21 Investimentos Ltda. | 95 | $6.38K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 95 | $6.38K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 97 | $6.51K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 98 | $6.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $6.71K | 0.00% | −10−9.1% | Reduced |
| Silicon Valley Capital Partners | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $6.71K | 0.00% | +100 | New |
| Hoertkorn Richard Charles | 102 | $6.85K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 106 | $7.12K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 109 | $7.32K | 0.00% | −27−19.9% | Reduced |
| Tucker Asset Management LLC | 116 | $7.79K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 118 | $7.92K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $7.98K | 0.00% | +10+10.0% | Added |
| JFS Wealth Advisors, LLC | 123 | $8.26K | 0.00% | −11−8.2% | Reduced |
| Planning Capital Management Corp | 130 | $8.73K | 0.01% | −651−83.4% | Reduced |
| Stephens Consulting, LLC | 132 | $8.86K | 0.00% | −28−17.5% | Reduced |
| Colonial Trust Advisors | 135 | $9.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 139 | $9.33K | 0.00% | +7+5.3% | Added |
| Transcendent Capital Group LLC | 140 | $9.40K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 147 | $9.87K | 0.00% | +110+297.3% | Added |
| NBC Securities, Inc. | 160 | $10.0K | 0.00% | −260−61.9% | Reduced |
| Gould Capital, LLC | 150 | $10.1K | 0.01% | −80−34.8% | Reduced |
| PFS Partners, LLC | 150 | $10.1K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 156 | $10.5K | 0.00% | +110+239.1% | Added |
| Lam Group, Inc. | 157 | $10.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 162 | $10.9K | 0.01% | −77−32.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 165 | $11.1K | 0.00% | +165 | New |
| Pineridge Advisors LLC | 175 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 172 | $12.0K | 0.00% | +172 | New |
| Assetmark, Inc | 179 | $12.0K | 0.00% | +99+123.8% | Added |
| Sachetta, LLC | 179 | $12.0K | 0.00% | +28+18.5% | Added |
| Albion Financial Group | 185 | $12.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 193 | $13.0K | 0.00% | +6+3.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $13.4K | 0.00% | +64+47.1% | Added |
| Country Trust Bank | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 200 | $13.4K | 0.01% | +200 | New |
| Smithfield Trust Co | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 210 | $14.1K | 0.00% | +60+40.0% | Added |
| Sound Income Strategies, LLC | 217 | $14.6K | 0.00% | −46−17.5% | Reduced |
| Beacon Capital Management, LLC | 229 | $15.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $15.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 235 | $15.8K | 0.00% | −15−6.0% | Reduced |
| McMahon Financial Advisors, LLC | 236 | $15.8K | 0.00% | −31−11.6% | Reduced |
| Addison Advisors LLC | 246 | $16.5K | 0.00% | −251−50.5% | Reduced |
| McIlrath & Eck, LLC | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 261 | $17.5K | 0.01% | −1,050−80.1% | Reduced |
| Rothschild Investment LLC | 281 | $18.9K | 0.00% | −47−14.3% | Reduced |
| Massmutual Trust Co FSB | 282 | $18.9K | 0.00% | −71−20.1% | Reduced |
| Quadrant Capital Group LLC | 289 | $19.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 291 | $19.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 306 | $20.0K | 0.00% | −453−59.7% | Reduced |
| Avion Wealth | 304 | $20.0K | 0.01% | −98−24.4% | Reduced |
| HHM Wealth Advisors, LLC | 298 | $20.0K | 0.00% | −295−49.7% | Reduced |
| Marathon Trading Investment Management LLC | 300 | $20.1K | 0.01% | −400−57.1% | Reduced |
| Horizon Financial Services, LLC | 300 | $20.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $20.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 300 | $20.1K | 0.00% | +300 | New |
| Hollencrest Capital Management | 308 | $20.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 310 | $20.8K | 0.00% | +10+3.3% | Added |
| Tradewinds Capital Management, LLC | 311 | $20.9K | 0.01% | +100+47.4% | Added |
| Global X Japan Co., Ltd. | 312 | $20.9K | 0.00% | +116+59.2% | Added |
| Picton Mahoney Asset Management | 307 | $21.0K | 0.00% | +175+132.6% | Added |
| AdvisorNet Financial, Inc | 321 | $21.5K | 0.00% | −785−71.0% | Reduced |
| Atlantic Trust, LLC | 325 | $21.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 331 | $22.2K | 0.00% | −181−35.4% | Reduced |
| Riverview Trust Co | 343 | $23.0K | 0.02% | +14+4.3% | Added |
| Deseret Mutual Benefit Administrators | 348 | $23.4K | 0.01% | +118+51.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $23.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 376 | $25.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 385 | $25.8K | 0.00% | +81+26.6% | Added |
| South State Corp. | 391 | $26.2K | 0.00% | +180+85.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $26.9K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 402 | $27.0K | 0.00% | −1,278−76.1% | Reduced |
| Quent Capital, LLC | 413 | $27.7K | 0.00% | −129−23.8% | Reduced |
| EverSource Wealth Advisors, LLC | 422 | $28.3K | 0.00% | −139−24.8% | Reduced |
| Abound Wealth Management | 428 | $28.7K | 0.01% | +403+1,612.0% | Added |
| CBIZ Investment Advisory Services, LLC | 434 | $29.1K | 0.00% | +230+112.7% | Added |
| Centiva Capital, LP | 435 | $29.2K | 0.00% | −39,193−98.9% | Reduced |
| Sit Investment Associates Inc | 450 | $30.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 450 | $30.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 461 | $30.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 501 | $33.0K | 0.01% | −187−27.2% | Reduced |
| FNY Investment Advisers, LLC | 500 | $33.0K | 0.02% | +500 | New |
| True Wealth Design, LLC | 494 | $33.2K | 0.01% | +194+64.7% | Added |
| LRI Investments, LLC | 400 | $33.4K | 0.00% | −341−46.0% | Reduced |
| Manchester Capital Management LLC | 506 | $34.0K | 0.00% | 00.0% | Unchanged |