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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 9,704 | $651.4K | 0.00% | −208−2.1% | Reduced |
| BlueMar Capital Management, LLC | 9,750 | $654.5K | 1.31% | +9,750 | New |
| Coastal Investment Advisors, Inc. | 9,151 | $655.7K | 0.30% | −1,195−11.6% | Reduced |
| LCNB Corp | 9,785 | $656.9K | 0.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,291 | $663.6K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,893 | $664.1K | 0.01% | +2,728+38.1% | Added |
| Eisler Capital (UK) Ltd. | 10,014 | $672.2K | 0.16% | +79+0.8% | Added |
| Insigneo Advisory Services, LLC | 10,074 | $676.3K | 0.07% | +164+1.7% | Added |
| AXA S.A. | 10,129 | $680.0K | 0.00% | +179+1.8% | Added |
| Rakuten Investment Management, Inc. | 10,181 | $681.8K | 0.00% | +2,545+33.3% | Added |
| Perigon Wealth Management, LLC | 10,169 | $682.7K | 0.02% | +47+0.5% | Added |
| Synovus Financial Corp | 10,174 | $683.0K | 0.01% | +1,593+18.6% | Added |
| Focus Financial Network, Inc. | 10,238 | $687.3K | 0.03% | +352+3.6% | Added |
| TD Waterhouse Canada Inc. | 10,447 | $689.1K | 0.01% | +430+4.3% | Added |
| National Asset Management, Inc. | 10,394 | $689.6K | 0.02% | −2,338−18.4% | Reduced |
| Ossiam | 10,374 | $696.4K | 0.01% | +345+3.4% | Added |
| Davy Global Fund Management Ltd | 10,387 | $697.3K | 0.07% | +2,247+27.6% | Added |
| Colony Group, LLC | 10,402 | $698.3K | 0.00% | +10,402 | New |
| Stratos Wealth Advisors, LLC | 10,668 | $716.1K | 0.03% | +95+0.9% | Added |
| Gilbert & Cook, Inc. | 10,698 | $718.2K | 0.10% | +645+6.4% | Added |
| National Philanthropic Trust | 10,761 | $722.4K | 0.01% | −245−2.2% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 10,929 | $733.7K | 1.29% | −601−5.2% | Reduced |
| Vestcor Inc | 11,089 | $744.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,094 | $744.7K | 0.00% | +772+7.5% | Added |
| Altfest L J & Co Inc | 11,192 | $751.0K | 0.10% | +11,192 | New |
| EP Wealth Advisors, LLC | 11,210 | $752.5K | 0.01% | +7,313+187.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,305 | $758.9K | 0.00% | +1,837+19.4% | Added |
| Oppenheimer & Co Inc | 11,324 | $760.2K | 0.01% | −283−2.4% | Reduced |
| Bahl & Gaynor Inc | 11,400 | $765.3K | 0.00% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 11,592 | $778.2K | 0.02% | −36,197−75.7% | Reduced |
| Inceptionr LLC | 11,633 | $780.9K | 0.19% | +11,633 | New |
| Axxcess Wealth Management, LLC | 11,806 | $792.5K | 0.02% | −1,903−13.9% | Reduced |
| Raymond James Trust N.A. | 11,904 | $799.1K | 0.02% | −6,855−36.5% | Reduced |
| Secure Asset Management, LLC | 12,188 | $818.2K | 0.14% | −260−2.1% | Reduced |
| RSM US Wealth Management LLC | 12,475 | $822.6K | 0.01% | +5,763+85.9% | Added |
| XY Capital Ltd | 12,275 | $824.0K | 0.44% | −3,411−21.7% | Reduced |
| Profit Investment Management, LLC | 12,337 | $828.2K | 0.65% | +3,173+34.6% | Added |
| Flagship Harbor Advisors, LLC | 12,382 | $831.2K | 0.05% | −843−6.4% | Reduced |
| Sigma Planning Corp | 12,459 | $836.4K | 0.03% | −1,219−8.9% | Reduced |
| TCG Advisory Services, LLC | 12,470 | $837.1K | 0.04% | −5,015−28.7% | Reduced |
| Boomfish Wealth Group, LLC | 12,471 | $837.2K | 0.51% | −640−4.9% | Reduced |
| Independent Advisor Alliance | 12,601 | $845.9K | 0.03% | +5,226+70.9% | Added |
| UniSuper Management Pty Ltd | 12,700 | $852.6K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 12,801 | $859.3K | 0.54% | +12,801 | New |
| Transatlantique Private Wealth LLC | 12,848 | $862.5K | 0.33% | −146−1.1% | Reduced |
| Wedbush Securities Inc | 13,127 | $881.0K | 0.03% | −2,967−18.4% | Reduced |
| Exchange Traded Concepts, LLC | 13,124 | $881.0K | 0.02% | −31,791−70.8% | Reduced |
| SRN Advisors, LLC | 13,132 | $881.6K | 0.78% | −12,584−48.9% | Reduced |
| Jefferies Financial Group Inc. | 13,338 | $895.4K | 0.01% | −40,823−75.4% | Reduced |
| Pitcairn Co | 13,581 | $911.7K | 0.05% | −2,570−15.9% | Reduced |
| Ninepoint Partners LP | 13,695 | $919.3K | 0.12% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 13,777 | $924.9K | 0.27% | −7,668−35.8% | Reduced |
| D.A. Davidson & Co. | 13,850 | $929.8K | 0.01% | +864+6.7% | Added |
| Compagnie Lombard Odier SCmA | 14,011 | $940.6K | 0.01% | −420−2.9% | Reduced |
| Alps Advisors Inc | 14,099 | $946.5K | 0.01% | −906−6.0% | Reduced |
| Red Spruce Capital, LLC | 14,729 | $988.8K | 0.45% | +206+1.4% | Added |
| Titleist Asset Management, LLC | 14,737 | $989.3K | 0.14% | −86−0.6% | Reduced |
| Barings LLC | 14,870 | $998.2K | 0.02% | +8,583+136.5% | Added |
| Eisler Capital (US) LLC | 14,874 | $998.5K | 0.18% | +3,912+35.7% | Added |
| Dantai Capital Ltd | 14,915 | $1.00M | 1.27% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 14,942 | $1.00M | 0.03% | +1,158+8.4% | Added |
| Hunting Hill Global Capital, LLC | 14,959 | $1.00M | 1.41% | 00.0% | Unchanged |
| Marshall Wace, LLP | 14,961 | $1.00M | 0.00% | +14,961 | New |
| Fund 1 Investments, LLC | 15,000 | $1.01M | 0.16% | +15,000 | New |
| Avitas Wealth Management LLC | 15,051 | $1.01M | 0.14% | −39−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,905 | $1.01M | 0.02% | +2,896+24.1% | Added |
| Intellectus Partners, LLC | 15,264 | $1.02M | 0.26% | −40−0.3% | Reduced |
| HB Wealth Management, LLC | 15,271 | $1.03M | 0.01% | +1,093+7.7% | Added |
| Baird Financial Group, Inc. | 15,437 | $1.04M | 0.00% | −45,976−74.9% | Reduced |
| SeaCrest Wealth Management, LLC | 15,624 | $1.05M | 0.11% | +258+1.7% | Added |
| PFG Investments, LLC | 15,670 | $1.05M | 0.07% | −448−2.8% | Reduced |
| Hohimer Wealth Management, LLC | 15,833 | $1.06M | 0.23% | +580+3.8% | Added |
| Guardian Capital Advisors LP | 16,130 | $1.06M | 0.10% | +2,900+21.9% | Added |
| We Are One Seven, LLC | 15,897 | $1.07M | 0.05% | +7,952+100.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,921 | $1.07M | 0.09% | −70−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 15,924 | $1.07M | 0.01% | −465−2.8% | Reduced |
| Burney Co | 15,996 | $1.07M | 0.04% | +840+5.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,520 | $1.08M | 0.00% | −861−6.0% | Reduced |
| Garrison Point Advisors, LLC | 16,208 | $1.09M | 0.67% | −110−0.7% | Reduced |
| BNP Paribas | 16,345 | $1.10M | 0.05% | −407−2.4% | Reduced |
| Qsemble Capital Management, LP | 16,450 | $1.10M | 0.20% | −23,490−58.8% | Reduced |
| Stephens Inc | 16,534 | $1.11M | 0.02% | −5,883−26.2% | Reduced |
| Polianta Ltd | 16,600 | $1.11M | 0.52% | +16,600 | New |
| CWM, LLC | 16,670 | $1.12M | 0.00% | +1,090+7.0% | Added |
| Tokio Marine Asset Management Co Ltd | 16,806 | $1.13M | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 16,923 | $1.14M | 0.09% | −830−4.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 17,266 | $1.16M | 1.02% | −82−0.5% | Reduced |
| Rathbone Brothers plc | 17,313 | $1.16M | 0.01% | −43−0.2% | Reduced |
| CMT Capital Markets Trading GmbH | 17,400 | $1.17M | 0.53% | −35,923−67.4% | Reduced |
| Signal Advisors Wealth, LLC | 17,466 | $1.17M | 0.17% | +17,466 | New |
| Bouvel Investment Partners, LLC | 17,867 | $1.20M | 0.45% | −174−1.0% | Reduced |
| Semanteon Capital Management, LP | 18,065 | $1.21M | 0.83% | −917−4.8% | Reduced |
| Shelton Wealth Management, LLC | 18,109 | $1.22M | 0.69% | +3,464+23.7% | Added |
| Quantitative Investment Management, LLC | 18,172 | $1.22M | 0.12% | +18,172 | New |
| Capital Markets Trading UK LLP | 18,297 | $1.23M | 1.14% | −56,419−75.5% | Reduced |
| Nebula Research & Development LLC | 18,359 | $1.23M | 0.15% | −3,621−16.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,437 | $1.24M | 0.01% | −921−4.8% | Reduced |
| Investment Management Corp of Ontario | 18,448 | $1.24M | 0.03% | +6,100+49.4% | Added |
| Plato Investment Management Ltd | 18,516 | $1.24M | 0.10% | +2,985+19.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,513 | $1.24M | 0.03% | −39,041−67.8% | Reduced |