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 |
|---|---|---|---|---|---|
| Hobbs Group Advisors, LLC | 561 | $37.7K | 0.01% | −200−26.3% | Reduced |
| Hexagon Capital Partners LLC | 614 | $41.2K | 0.01% | −2−0.3% | Reduced |
| Nemes Rush Group LLC | 509 | $43.1K | 0.01% | +86+20.3% | Added |
| Continuum Advisory, LLC | 529 | $44.1K | 0.01% | −47−8.2% | Reduced |
| Crewe Advisors LLC | 668 | $44.8K | 0.01% | −7−1.0% | Reduced |
| GeoWealth Management, LLC | 671 | $45.1K | 0.00% | +671 | New |
| Twin Lakes Capital Management, LLC | 679 | $45.6K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 689 | $46.3K | 0.01% | +689 | New |
| Cullen/Frost Bankers, Inc. | 702 | $47.1K | 0.00% | −7,322−91.3% | Reduced |
| Capital Analysts, LLC | 713 | $48.0K | 0.00% | +487+215.5% | Added |
| Whittier Trust Co of Nevada Inc | 716 | $48.1K | 0.00% | −1,159−61.8% | Reduced |
| Trust Co of Vermont | 730 | $49.0K | 0.00% | +45+6.6% | Added |
| CNB Bank | 746 | $50.1K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 753 | $50.5K | 0.01% | +90+13.6% | Added |
| Washington Trust Advisors, Inc. | 753 | $50.5K | 0.00% | +51+7.3% | Added |
| CoreCap Advisors, LLC | 774 | $52.0K | 0.00% | +774 | New |
| Caldwell Trust Co | 800 | $53.7K | 0.01% | +750+1,500.0% | Added |
| Central Trust Co | 803 | $53.9K | 0.00% | −204−20.3% | Reduced |
| Rosenberg Matthew Hamilton | 830 | $55.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 850 | $56.9K | 0.01% | −574−40.3% | Reduced |
| Future Financial Wealth Managment LLC | 850 | $57.1K | 0.04% | +850 | New |
| Northwest Investment Counselors, LLC | 915 | $61.4K | 0.01% | +915 | New |
| City State Bank | 925 | $62.1K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 960 | $64.4K | 0.01% | +960 | New |
| Morton Brown Family Wealth, LLC | 1,000 | $67.1K | 0.02% | +1,000 | New |
| Ancora Advisors, LLC | 1,025 | $68.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,030 | $69.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,050 | $70.5K | 0.01% | +48+4.8% | Added |
| Darwin Advisors, LLC | 1,109 | $74.4K | 0.02% | +1,109 | New |
| Westside Investment Management, Inc. | 1,114 | $74.8K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,110 | $75.0K | 0.05% | +1,110 | New |
| GPS Wealth Strategies Group, LLC | 1,129 | $75.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,174 | $79.0K | 0.01% | +69+6.2% | Added |
| Larson Financial Group LLC | 1,192 | $80.0K | 0.00% | +154+14.8% | Added |
| Capital Performance Advisors LLP | 1,242 | $83.4K | 0.03% | +1,242 | New |
| Smartleaf Asset Management LLC | 1,306 | $87.5K | 0.01% | +800+158.1% | Added |
| Quintet Private Bank (Europe) S.A. | 1,351 | $90.7K | 0.01% | +164+13.8% | Added |
| Huntington National Bank | 1,371 | $92.0K | 0.00% | −649−32.1% | Reduced |
| Private Trust Co NA | 1,374 | $92.2K | 0.01% | −8−0.6% | Reduced |
| Ostrum Asset Management | 1,380 | $92.6K | 0.01% | +17+1.2% | Added |
| Oarsman Capital, Inc. | 1,408 | $94.5K | 0.02% | +1,408 | New |
| Focused Wealth Management, Inc | 1,430 | $96.0K | 0.01% | −50−3.4% | Reduced |
| Acropolis Investment Management, LLC | 1,491 | $100.1K | 0.01% | −161−9.7% | Reduced |
| Optimum Investment Advisors | 1,500 | $100.7K | 0.04% | +1,200+400.0% | Added |
| Johnson Financial Group, Inc. | 1,509 | $101.3K | 0.00% | +1,509 | New |
| Brown Brothers Harriman & Co | 1,555 | $104.4K | 0.00% | −12,613−89.0% | Reduced |
| Creative Financial Designs Inc | 1,625 | $109.1K | 0.01% | +499+44.3% | Added |
| Alta Advisers Ltd | 1,700 | $114.1K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,712 | $114.9K | 0.03% | +1,712 | New |
| Harvest Fund Management Co., Ltd | 1,723 | $116.0K | 0.01% | +1,723 | New |
| First Horizon Advisors, Inc. | 1,764 | $118.4K | 0.00% | −420−19.2% | Reduced |
| Ridgewood Investments LLC | 1,789 | $120.1K | 0.06% | −80−4.3% | Reduced |
| Venturi Wealth Management, LLC | 1,789 | $120.1K | 0.01% | +12+0.7% | Added |
| Whittier Trust Co | 1,798 | $120.7K | 0.00% | +415+30.0% | Added |
| Spire Wealth Management | 1,841 | $123.6K | 0.00% | +400+27.8% | Added |
| State of Alaska, Department of Revenue | 1,875 | $125.0K | 0.00% | −2,255−54.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,910 | $128.0K | 0.00% | +1,450+315.2% | Added |
| Bokf, NA | 1,995 | $131.0K | 0.00% | +2+0.1% | Added |
| Clearstead Advisors, LLC | 2,065 | $138.6K | 0.00% | −274−11.7% | Reduced |
| TD Private Client Wealth LLC | 2,066 | $138.7K | 0.00% | +282+15.8% | Added |
| Icon Wealth Advisors, LLC | 2,129 | $142.9K | 0.01% | +12+0.6% | Added |
| Skopos Labs, Inc. | 2,245 | $150.7K | 0.05% | +2,245 | New |
| Financial Perspectives, Inc | 2,300 | $154.4K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 2,302 | $154.5K | 0.00% | −606−20.8% | Reduced |
| GAMMA Investing LLC | 2,325 | $156.1K | 0.02% | +1,060+83.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,507 | $168.3K | 0.00% | −268,270−99.1% | Reduced |
| FPC Investment Advisory, Inc. | 2,600 | $170.8K | 0.14% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,330 | $171.3K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,592 | $174.0K | 0.02% | +154+6.3% | Added |
| Ci Investments Inc. | 2,650 | $178.0K | 0.00% | −235−8.1% | Reduced |
| Covestor Ltd | 2,702 | $181.0K | 0.11% | +626+30.2% | Added |
| Fairman Group, LLC | 2,753 | $184.8K | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 2,841 | $190.7K | 0.00% | +197+7.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,884 | $193.6K | 0.01% | −385−11.8% | Reduced |
| Caz Investments LP | 3,000 | $198.0K | 0.18% | +1,500+100.0% | Added |
| Fairfield, Bush & Co. | 2,990 | $200.7K | 0.12% | +2,990 | New |
| Perennial Investment Advisors, LLC | 3,012 | $202.2K | 0.03% | −160−5.0% | Reduced |
| Calton & Associates, Inc. | 3,036 | $203.8K | 0.08% | +3,036 | New |
| Valeo Financial Advisors, LLC | 3,039 | $204.0K | 0.01% | −682−18.3% | Reduced |
| Strategic Blueprint, LLC | 3,048 | $204.6K | 0.01% | +3,048 | New |
| Financial Counselors Inc | 3,062 | $205.6K | 0.00% | +3,062 | New |
| Powell Investment Advisors, LLC | 3,063 | $205.6K | 0.10% | +3,063 | New |
| Proequities, Inc. | 3,079 | $206.7K | 0.01% | +1,007+48.6% | Added |
| Edmond de Rothschild Holding S.A. | 3,100 | $208.1K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,126 | $209.8K | 0.00% | +3,126 | New |
| Octavia Wealth Advisors, LLC | 3,128 | $210.0K | 0.03% | −2,947−48.5% | Reduced |
| Buckingham Strategic Partners | 3,144 | $211.1K | 0.00% | +3,144 | New |
| Pinnacle Associates Ltd | 2,742 | $212.1K | 0.00% | +2,742 | New |
| Farther Finance Advisors, LLC | 3,177 | $213.2K | 0.01% | +120+3.9% | Added |
| Vantage Financial Partners, LLC | 3,189 | $214.1K | 0.05% | +3,189 | New |
| Ausdal Financial Partners, Inc. | 3,205 | $215.2K | 0.02% | −561−14.9% | Reduced |
| AE Wealth Management LLC | 3,210 | $215.5K | 0.00% | −570−15.1% | Reduced |
| Westwood Wealth Management | 3,210 | $215.5K | 0.08% | −350−9.8% | Reduced |
| Chicago Partners Investment Group LLC | 3,027 | $216.1K | 0.01% | −2,758−47.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,222 | $216.3K | 0.05% | +3,222 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,225 | $216.5K | 0.01% | −204−5.9% | Reduced |
| Sicart Associates LLC | 3,230 | $216.8K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,241 | $217.6K | 0.03% | −20−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 3,246 | $217.9K | 0.01% | −368−10.2% | Reduced |
| Goldstone Financial Group, LLC | 3,247 | $218.0K | 0.04% | +3,247 | New |