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 |
|---|---|---|---|---|---|
| Cascade Financial Partners, LLC | 3,005 | $218.8K | 0.03% | +3,005 | New |
| Kovack Advisors, Inc. | 3,286 | $220.6K | 0.02% | +169+5.4% | Added |
| Citizens Financial Group Inc | 3,297 | $221.3K | 0.00% | +20+0.6% | Added |
| Edgestream Partners, L.P. | 3,298 | $221.4K | 0.01% | −1,535−31.8% | Reduced |
| Quarry LP | 3,306 | $221.9K | 0.07% | +1,769+115.1% | Added |
| Smith, Moore & Co. | 3,320 | $222.9K | 0.02% | −45−1.3% | Reduced |
| First Foundation Advisors | 3,342 | $224.3K | 0.01% | +3,342 | New |
| Azzad Asset Management Inc | 3,450 | $231.6K | 0.03% | −1,330−27.8% | Reduced |
| Global Trust Asset Management, LLC | 3,463 | $232.5K | 0.09% | +848+32.4% | Added |
| Meridian Wealth Advisors, LLC | 3,539 | $237.6K | 0.04% | 00.0% | Unchanged |
| Libra Wealth LLC | 3,554 | $238.6K | 0.10% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,557 | $238.8K | 0.00% | +3,557 | New |
| White Pine Investment CO | 3,560 | $239.0K | 0.07% | −250−6.6% | Reduced |
| IFP Advisors, Inc | 3,560 | $239.0K | 0.01% | −2,200−38.2% | Reduced |
| RMR Wealth Builders | 3,596 | $241.4K | 0.03% | +205+6.0% | Added |
| Golden State Equity Partners | 3,609 | $242.3K | 0.04% | −532−12.8% | Reduced |
| Harbor Investment Advisory, LLC | 3,610 | $242.3K | 0.02% | −4−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 3,615 | $242.7K | 0.02% | −83−2.2% | Reduced |
| Westpac Banking Corp | 3,618 | $242.9K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,643 | $244.6K | 0.04% | +86+2.4% | Added |
| Berger Financial Group, Inc | 3,663 | $245.9K | 0.02% | −802−18.0% | Reduced |
| Impact Asset Management GmbH | 3,684 | $247.3K | 0.10% | +3,684 | New |
| Teacher Retirement System of Texas | 3,726 | $250.0K | 0.00% | −7,067−65.5% | Reduced |
| Financial Partners Group, LLC | 3,749 | $251.7K | 0.09% | +3,749 | New |
| Machina Capital S.A.S. | 3,751 | $251.8K | 0.10% | +3,751 | New |
| Global Retirement Partners, LLC | 3,761 | $252.5K | 0.01% | −679−15.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,769 | $253.0K | 0.03% | +36+1.0% | Added |
| Beacon Pointe Advisors, LLC | 3,799 | $255.0K | 0.00% | −293−7.2% | Reduced |
| Stonekeep Investments, LLC | 3,801 | $255.2K | 0.20% | +3,801 | New |
| Keebeck Alpha, LP | 3,823 | $256.6K | 0.17% | −2,620−40.7% | Reduced |
| HighPoint Advisor Group LLC | 3,598 | $259.6K | 0.02% | +33+0.9% | Added |
| Syon Capital LLC | 3,874 | $260.1K | 0.02% | +105+2.8% | Added |
| Empower Advisory Group, LLC | 3,934 | $264.1K | 0.00% | +246+6.7% | Added |
| Prelude Capital Management, LLC | 3,948 | $265.0K | 0.02% | −2,387−37.7% | Reduced |
| Chaney Capital Management, Inc. | 3,970 | $266.5K | 0.15% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 3,972 | $266.6K | 0.11% | +541+15.8% | Added |
| Parallel Advisors, LLC | 3,976 | $266.9K | 0.01% | +306+8.3% | Added |
| Tobam | 3,988 | $268.0K | 0.05% | +520+15.0% | Added |
| MCF Advisors LLC | 3,998 | $268.4K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,003 | $268.7K | 0.02% | +757+23.3% | Added |
| Covenant Asset Management, LLC | 4,015 | $269.5K | 0.06% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,034 | $270.8K | 0.06% | −81−2.0% | Reduced |
| Monterey Private Wealth, Inc. | 4,049 | $271.8K | 0.09% | −100−2.4% | Reduced |
| Camden Capital, LLC | 4,053 | $272.0K | 0.03% | −642−13.7% | Reduced |
| Greenleaf Trust | 4,075 | $273.6K | 0.00% | +55+1.4% | Added |
| Portside Wealth Group, LLC | 4,100 | $275.2K | 0.05% | +496+13.8% | Added |
| Cardiff Park Advisors, LLC | 4,134 | $277.5K | 0.03% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 4,146 | $278.3K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,182 | $280.7K | 0.02% | +4,182 | New |
| Brighton Jones LLC | 4,196 | $281.7K | 0.01% | −2,806−40.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,219 | $283.2K | 0.04% | +108+2.6% | Added |
| Wedmont Private Capital | 4,316 | $283.6K | 0.02% | +298+7.4% | Added |
| Carson Advisory Inc. | 4,227 | $283.8K | 0.18% | −213−4.8% | Reduced |
| Everhart Financial Group, Inc. | 4,232 | $284.1K | 0.06% | +991+30.6% | Added |
| Security Benefit Life Insurance Co | 4,245 | $285.0K | 0.14% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,249 | $285.1K | 0.02% | +3,107+272.1% | Added |
| Conway Capital Management, Inc. | 4,270 | $286.6K | 0.14% | 00.0% | Unchanged |
| One River Asset Management, LLC | 4,320 | $289.3K | 0.33% | −300−6.5% | Reduced |
| Simmons Bank | 4,332 | $290.8K | 0.02% | +206+5.0% | Added |
| Lido Advisors, LLC | 4,336 | $291.1K | 0.00% | −465−9.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,361 | $292.8K | 0.02% | +378+9.5% | Added |
| Bradley Foster & Sargent Inc | 4,362 | $292.8K | 0.00% | +188+4.5% | Added |
| IPG Investment Advisors LLC | 4,411 | $296.1K | 0.06% | −666−13.1% | Reduced |
| Avidian Wealth Solutions, LLC | 4,446 | $298.5K | 0.01% | +331+8.0% | Added |
| Bright Futures Wealth Management, LLC. | 4,126 | $302.4K | 0.15% | −632−13.3% | Reduced |
| LBMC Investment Advisors, LLC | 4,542 | $304.9K | 0.02% | 00.0% | Unchanged |
| Addison Capital Co | 4,572 | $306.9K | 0.12% | −19−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,577 | $307.3K | 0.00% | −224−4.7% | Reduced |
| Ashton Thomas Securities, LLC | 4,608 | $309.3K | 0.06% | +445+10.7% | Added |
| Element Pointe Advisors, LLC | 4,627 | $310.6K | 0.08% | −466−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 4,641 | $311.0K | 0.01% | −1,979−29.9% | Reduced |
| Rakuten Securities, Inc. | 4,634 | $311.1K | 0.14% | −1,045−18.4% | Reduced |
| Dynamic Advisor Solutions LLC | 4,650 | $312.2K | 0.01% | −1,209−20.6% | Reduced |
| Western Wealth Management, LLC | 4,653 | $312.4K | 0.02% | −189−3.9% | Reduced |
| Davenport & Co LLC | 4,716 | $316.6K | 0.00% | −3,035−39.2% | Reduced |
| Lazari Capital Management, Inc. | 4,787 | $321.4K | 0.14% | −150−3.0% | Reduced |
| CAP Partners, LLC | 4,815 | $323.2K | 0.24% | −12−0.2% | Reduced |
| Sanders Morris Harris LLC | 4,870 | $326.9K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,542 | $329.5K | 0.01% | −39−0.9% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $335.6K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,002 | $335.8K | 0.01% | −50−1.0% | Reduced |
| First Hawaiian Bank | 5,005 | $336.0K | 0.01% | +5,005 | New |
| Neo Ivy Capital Management | 5,038 | $338.0K | 0.11% | +5,038 | New |
| Tempus Wealth Planning, LLC | 5,069 | $340.3K | 0.12% | −334−6.2% | Reduced |
| KG&L Capital Management,LLC | 5,091 | $341.8K | 0.11% | +5,091 | New |
| Gallagher Fiduciary Advisors, LLC | 5,268 | $353.6K | 0.07% | +113+2.2% | Added |
| Ellevest, Inc. | 5,269 | $353.7K | 0.02% | −235−4.3% | Reduced |
| Keudell/Morrison Wealth Management | 5,284 | $354.7K | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,285 | $354.8K | 0.05% | +2,151+68.6% | Added |
| Freestone Capital Holdings, LLC | 5,295 | $355.5K | 0.01% | +245+4.9% | Added |
| Tyler-Stone Wealth Management | 5,390 | $361.8K | 0.07% | +2,670+98.2% | Added |
| Baker Tilly Wealth Management, LLC | 5,418 | $363.7K | 0.16% | +837+18.3% | Added |
| Cim Investment Mangement Inc | 5,429 | $364.4K | 0.11% | −151−2.7% | Reduced |
| Aaron Wealth Advisors | 5,444 | $365.5K | 0.04% | +490+9.9% | Added |
| Pitti Group Wealth Management, LLC | 4,739 | $366.6K | 0.40% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,487 | $368.3K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,491 | $368.6K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,547 | $372.4K | 0.01% | +821+17.4% | Added |
| Sweet Financial Partners, LLC | 5,611 | $376.7K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,661 | $380.0K | 0.00% | −3,071−35.2% | Reduced |