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; 1,086 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, 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 | 1,086 | $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, 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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 5,757 | $384.0K | 0.03% | −6,643−53.6% | Reduced |
| Viawealth, LLC | 5,742 | $385.5K | 0.22% | +75+1.3% | Added |
| Geneos Wealth Management Inc. | 5,744 | $385.6K | 0.01% | −34−0.6% | Reduced |
| Cigna Investments Inc | 5,756 | $386.0K | 0.07% | −99−1.7% | Reduced |
| IHT Wealth Management, LLC | 5,809 | $389.6K | 0.01% | −3,343−36.5% | Reduced |
| Concurrent Investment Advisors, LLC | 5,807 | $389.8K | 0.01% | −382−6.2% | Reduced |
| MAI Capital Management | 5,819 | $390.6K | 0.00% | +941+19.3% | Added |
| Private Portfolio Partners LLC | 5,833 | $391.6K | 0.07% | +5,833 | New |
| Man Group plc | 5,846 | $392.4K | 0.00% | −493,119−98.8% | Reduced |
| Premier Path Wealth Partners, LLC | 5,903 | $396.3K | 0.06% | +971+19.7% | Added |
| Sandy Spring Bank | 5,916 | $397.1K | 0.02% | −198−3.2% | Reduced |
| DRW Securities, LLC | 5,926 | $397.8K | 0.02% | +5,926 | New |
| JB Capital LLC | 5,939 | $398.7K | 0.02% | −134−2.2% | Reduced |
| Principal Securities, Inc. | 6,006 | $403.2K | 0.01% | +295+5.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 6,089 | $408.8K | 0.37% | −85−1.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 6,113 | $410.4K | 0.20% | −1,310−17.6% | Reduced |
| Nilsine Partners, LLC | 6,183 | $415.1K | 0.05% | −146−2.3% | Reduced |
| Moser Wealth Advisors, LLC | 6,265 | $420.6K | 0.22% | +153+2.5% | Added |
| Ronald Blue Trust, Inc. | 6,578 | $424.2K | 0.01% | +4,411+203.6% | Added |
| Doliver Advisors, LP | 6,341 | $425.7K | 0.12% | +525+9.0% | Added |
| Financial Advocates Investment Management | 6,359 | $426.9K | 0.02% | −420−6.2% | Reduced |
| EMC Capital Management | 9,632 | $428.0K | 0.35% | +6,932+256.7% | Added |
| Ballentine Partners, LLC | 6,430 | $431.6K | 0.01% | +671+11.7% | Added |
| Moors & Cabot, Inc. | 6,440 | $432.3K | 0.02% | +187+3.0% | Added |
| Tower Research Capital LLC (TRC) | 6,468 | $434.2K | 0.01% | +4,766+280.0% | Added |
| Summit Trail Advisors, LLC | 6,471 | $434.4K | 0.01% | +6,471 | New |
| NorthRock Partners, LLC | 6,479 | $435.0K | 0.01% | +223+3.6% | Added |
| Resources Investment Advisors, LLC. | 6,593 | $442.6K | 0.01% | +813+14.1% | Added |
| Angeles Investment Advisors, LLC | 6,598 | $442.9K | 0.02% | −779−10.6% | Reduced |
| Tran Capital Management, L.P. | 6,768 | $454.3K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,783 | $455.3K | 0.02% | −686−9.2% | Reduced |
| Signaturefd, LLC | 6,825 | $458.1K | 0.01% | −1,032−13.1% | Reduced |
| Tudor Investment Corp Et Al | 6,847 | $459.6K | 0.01% | −220,664−97.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,868 | $461.0K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,893 | $462.7K | 0.00% | −238−3.3% | Reduced |
| Malaga Cove Capital, LLC | 6,893 | $462.7K | 0.19% | +200+3.0% | Added |
| Globeflex Capital L P | 6,984 | $468.8K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,988 | $469.1K | 0.01% | −22−0.3% | Reduced |
| Paloma Partners Management Co | 6,989 | $469.2K | 0.03% | +6,407+1,100.9% | Added |
| Meeder Advisory Services, Inc. | 6,997 | $469.7K | 0.03% | −269−3.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,000 | $469.9K | 0.10% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 7,815 | $470.8K | 0.00% | +7,815 | New |
| Robertson Stephens Wealth Management, LLC | 7,073 | $474.8K | 0.02% | +2,839+67.1% | Added |
| Scotia Capital Inc. | 7,111 | $477.4K | 0.00% | −33−0.5% | Reduced |
| Bleakley Financial Group, LLC | 7,228 | $485.2K | 0.01% | +741+11.4% | Added |
| GWM Advisors LLC | 7,272 | $488.1K | 0.00% | −6,022−45.3% | Reduced |
| RF&L Wealth Management, LLC | 7,275 | $488.4K | 0.35% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,276 | $488.4K | 0.01% | +1,553+27.1% | Added |
| Bank of New Hampshire | 7,285 | $489.0K | 0.12% | −10,109−58.1% | Reduced |
| Bayesian Capital Management, LP | 7,300 | $490.0K | 0.06% | −101,508−93.3% | Reduced |
| Knollwood Investment Advisory, LLC | 7,306 | $490.5K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,348 | $493.3K | 0.01% | −1,907−20.6% | Reduced |
| Clarity Capital Partners LLC | 7,351 | $493.5K | 0.29% | −646−8.1% | Reduced |
| Banque Pictet & Cie SA | 7,400 | $496.8K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,424 | $498.4K | 0.00% | +1,054+16.5% | Added |
| Orion Portfolio Solutions, LLC | 7,424 | $498.4K | 0.00% | +1,054+16.5% | Added |
| Harbert Fund Advisors, Inc. | 7,500 | $503.5K | 0.41% | −2,500−25.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,540 | $506.2K | 0.02% | +30.0% | Added |
| Nations Financial Group Inc, | 7,744 | $519.9K | 0.04% | +145+1.9% | Added |
| Snowden Capital Advisors LLC | 7,877 | $528.8K | 0.02% | −1,423−15.3% | Reduced |
| Harbor Capital Advisors, Inc. | 7,895 | $530.0K | 0.02% | +1,123+16.6% | Added |
| KRS Capital Management, LLC | 7,920 | $531.7K | 0.39% | −237−2.9% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $532.1K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 8,100 | $543.8K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 8,174 | $548.7K | 0.01% | +315+4.0% | Added |
| Interchange Capital Partners, LLC | 8,222 | $551.9K | 0.20% | −2,803−25.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,225 | $552.1K | 0.25% | −157−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 8,322 | $558.7K | 0.01% | +1,089+15.1% | Added |
| Metis Global Partners, LLC | 8,369 | $561.8K | 0.02% | +473+6.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,421 | $565.3K | 0.03% | +8,421 | New |
| United Capital Financial Advisers, LLC | 8,454 | $567.5K | 0.00% | +339+4.2% | Added |
| Fisher Asset Management, LLC | 8,470 | $568.6K | 0.00% | −3,328−28.2% | Reduced |
| XTX Topco Ltd | 8,472 | $568.7K | 0.04% | +4,434+109.8% | Added |
| Prospera Financial Services Inc | 8,498 | $570.5K | 0.01% | +383+4.7% | Added |
| Sunbelt Securities, Inc. | 8,503 | $570.8K | 0.06% | +96+1.1% | Added |
| Park Avenue Securities LLC | 8,555 | $574.0K | 0.01% | −666−7.2% | Reduced |
| Siemens Fonds Invest GmbH | 8,563 | $574.8K | 0.05% | +3,448+67.4% | Added |
| Boothbay Fund Management, LLC | 8,569 | $575.2K | 0.02% | +2,921+51.7% | Added |
| NewEdge Wealth, LLC | 8,571 | $575.4K | 0.01% | +1,027+13.6% | Added |
| Acorn Financial Advisory Services Inc | 8,625 | $579.0K | 0.10% | −2,303−21.1% | Reduced |
| Spark Investment Management LLC | 8,700 | $584.0K | 3.36% | 00.0% | Unchanged |
| Prudential PLC | 8,708 | $584.6K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 8,710 | $584.7K | 1.44% | +6,140+238.9% | Added |
| Miracle Mile Advisors, LLC | 8,723 | $585.6K | 0.01% | −612−6.6% | Reduced |
| Veriti Management LLC | 8,732 | $586.1K | 0.03% | +919+11.8% | Added |
| Sherbrooke Park Advisers LLC | 8,843 | $593.6K | 0.14% | −19,172−68.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 8,865 | $595.1K | 0.09% | −108−1.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 8,922 | $598.9K | 0.20% | +8,922 | New |
| Sompo Asset Management Co., Ltd. | 8,940 | $600.1K | 0.09% | +5,260+142.9% | Added |
| Commerce Bank | 8,983 | $603.0K | 0.00% | +38+0.4% | Added |
| Steel Peak Wealth Management LLC | 9,025 | $605.8K | 0.03% | −5,338−37.2% | Reduced |
| Jones Financial Companies LLLP | 9,065 | $607.1K | 0.00% | +4,565+101.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,157 | $614.7K | 0.02% | −130−1.4% | Reduced |
| Atomi Financial Group, Inc. | 9,279 | $622.9K | 0.04% | +588+6.8% | Added |
| Integrated Advisors Network LLC | 9,318 | $625.5K | 0.03% | −2,652−22.2% | Reduced |
| PEAK6 Investments LLC | 9,380 | $629.7K | 0.03% | −36,350−79.5% | Reduced |
| Belpointe Asset Management LLC | 9,380 | $629.7K | 0.04% | −2,995−24.2% | Reduced |
| Fortis Capital Advisors, LLC | 9,380 | $629.7K | 0.21% | −2,995−24.2% | Reduced |
| Apollon Wealth Management, LLC | 9,392 | $630.5K | 0.02% | +773+9.0% | Added |
| Quadcap Wealth Management, LLC | 9,553 | $641.3K | 0.10% | −138−1.4% | Reduced |