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 26 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 |
|---|---|---|---|---|---|
| CMT Capital Markets Trading GmbH | 17,400 | $1.17M | 0.53% | −35,923−67.4% | Reduced |
| Rathbone Brothers plc | 17,313 | $1.16M | 0.01% | −43−0.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 17,266 | $1.16M | 1.02% | −82−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 16,923 | $1.14M | 0.09% | −830−4.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,806 | $1.13M | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 16,670 | $1.12M | 0.00% | +1,090+7.0% | Added |
| Polianta Ltd | 16,600 | $1.11M | 0.52% | +16,600 | New |
| Stephens Inc | 16,534 | $1.11M | 0.02% | −5,883−26.2% | Reduced |
| Qsemble Capital Management, LP | 16,450 | $1.10M | 0.20% | −23,490−58.8% | Reduced |
| BNP Paribas | 16,345 | $1.10M | 0.05% | −407−2.4% | Reduced |
| Garrison Point Advisors, LLC | 16,208 | $1.09M | 0.67% | −110−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,520 | $1.08M | 0.00% | −861−6.0% | Reduced |
| Burney Co | 15,996 | $1.07M | 0.04% | +840+5.5% | Added |
| Integrated Wealth Concepts LLC | 15,924 | $1.07M | 0.01% | −465−2.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,921 | $1.07M | 0.09% | −70−0.4% | Reduced |
| We Are One Seven, LLC | 15,897 | $1.07M | 0.05% | +7,952+100.1% | Added |
| Guardian Capital Advisors LP | 16,130 | $1.06M | 0.10% | +2,900+21.9% | Added |
| Hohimer Wealth Management, LLC | 15,833 | $1.06M | 0.23% | +580+3.8% | Added |
| PFG Investments, LLC | 15,670 | $1.05M | 0.07% | −448−2.8% | Reduced |
| SeaCrest Wealth Management, LLC | 15,624 | $1.05M | 0.11% | +258+1.7% | Added |
| Baird Financial Group, Inc. | 15,437 | $1.04M | 0.00% | −45,976−74.9% | Reduced |
| HB Wealth Management, LLC | 15,271 | $1.03M | 0.01% | +1,093+7.7% | Added |
| Intellectus Partners, LLC | 15,264 | $1.02M | 0.26% | −40−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,905 | $1.01M | 0.02% | +2,896+24.1% | Added |
| Avitas Wealth Management LLC | 15,051 | $1.01M | 0.14% | −39−0.3% | Reduced |
| Fund 1 Investments, LLC | 15,000 | $1.01M | 0.16% | +15,000 | New |
| Marshall Wace, LLP | 14,961 | $1.00M | 0.00% | +14,961 | New |
| Hunting Hill Global Capital, LLC | 14,959 | $1.00M | 1.41% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 14,942 | $1.00M | 0.03% | +1,158+8.4% | Added |
| Dantai Capital Ltd | 14,915 | $1.00M | 1.27% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 14,874 | $998.5K | 0.18% | +3,912+35.7% | Added |
| Barings LLC | 14,870 | $998.2K | 0.02% | +8,583+136.5% | Added |
| Titleist Asset Management, LLC | 14,737 | $989.3K | 0.14% | −86−0.6% | Reduced |
| Red Spruce Capital, LLC | 14,729 | $988.8K | 0.45% | +206+1.4% | Added |
| Alps Advisors Inc | 14,099 | $946.5K | 0.01% | −906−6.0% | Reduced |
| Compagnie Lombard Odier SCmA | 14,011 | $940.6K | 0.01% | −420−2.9% | Reduced |
| D.A. Davidson & Co. | 13,850 | $929.8K | 0.01% | +864+6.7% | Added |
| Cornercap Investment Counsel Inc | 13,777 | $924.9K | 0.27% | −7,668−35.8% | Reduced |
| Ninepoint Partners LP | 13,695 | $919.3K | 0.12% | 00.0% | Unchanged |
| Pitcairn Co | 13,581 | $911.7K | 0.05% | −2,570−15.9% | Reduced |
| Jefferies Financial Group Inc. | 13,338 | $895.4K | 0.01% | −40,823−75.4% | Reduced |
| SRN Advisors, LLC | 13,132 | $881.6K | 0.78% | −12,584−48.9% | Reduced |
| Exchange Traded Concepts, LLC | 13,124 | $881.0K | 0.02% | −31,791−70.8% | Reduced |
| Wedbush Securities Inc | 13,127 | $881.0K | 0.03% | −2,967−18.4% | Reduced |
| Transatlantique Private Wealth LLC | 12,848 | $862.5K | 0.33% | −146−1.1% | Reduced |
| BluePath Capital Management, LLC | 12,801 | $859.3K | 0.54% | +12,801 | New |
| UniSuper Management Pty Ltd | 12,700 | $852.6K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,601 | $845.9K | 0.03% | +5,226+70.9% | Added |
| Boomfish Wealth Group, LLC | 12,471 | $837.2K | 0.51% | −640−4.9% | Reduced |
| TCG Advisory Services, LLC | 12,470 | $837.1K | 0.04% | −5,015−28.7% | Reduced |
| Sigma Planning Corp | 12,459 | $836.4K | 0.03% | −1,219−8.9% | Reduced |
| Flagship Harbor Advisors, LLC | 12,382 | $831.2K | 0.05% | −843−6.4% | Reduced |
| Profit Investment Management, LLC | 12,337 | $828.2K | 0.65% | +3,173+34.6% | Added |
| XY Capital Ltd | 12,275 | $824.0K | 0.44% | −3,411−21.7% | Reduced |
| RSM US Wealth Management LLC | 12,475 | $822.6K | 0.01% | +5,763+85.9% | Added |
| Secure Asset Management, LLC | 12,188 | $818.2K | 0.14% | −260−2.1% | Reduced |
| Raymond James Trust N.A. | 11,904 | $799.1K | 0.02% | −6,855−36.5% | Reduced |
| Axxcess Wealth Management, LLC | 11,806 | $792.5K | 0.02% | −1,903−13.9% | Reduced |
| Inceptionr LLC | 11,633 | $780.9K | 0.19% | +11,633 | New |
| SpiderRock Advisors, LLC | 11,592 | $778.2K | 0.02% | −36,197−75.7% | Reduced |
| Bahl & Gaynor Inc | 11,400 | $765.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,324 | $760.2K | 0.01% | −283−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,305 | $758.9K | 0.00% | +1,837+19.4% | Added |
| EP Wealth Advisors, LLC | 11,210 | $752.5K | 0.01% | +7,313+187.7% | Added |
| Altfest L J & Co Inc | 11,192 | $751.0K | 0.10% | +11,192 | New |
| CIBC Private Wealth Group, LLC | 11,094 | $744.7K | 0.00% | +772+7.5% | Added |
| Vestcor Inc | 11,089 | $744.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 10,929 | $733.7K | 1.29% | −601−5.2% | Reduced |
| National Philanthropic Trust | 10,761 | $722.4K | 0.01% | −245−2.2% | Reduced |
| Gilbert & Cook, Inc. | 10,698 | $718.2K | 0.10% | +645+6.4% | Added |
| Stratos Wealth Advisors, LLC | 10,668 | $716.1K | 0.03% | +95+0.9% | Added |
| Colony Group, LLC | 10,402 | $698.3K | 0.00% | +10,402 | New |
| Davy Global Fund Management Ltd | 10,387 | $697.3K | 0.07% | +2,247+27.6% | Added |
| Ossiam | 10,374 | $696.4K | 0.01% | +345+3.4% | Added |
| National Asset Management, Inc. | 10,394 | $689.6K | 0.02% | −2,338−18.4% | Reduced |
| TD Waterhouse Canada Inc. | 10,447 | $689.1K | 0.01% | +430+4.3% | Added |
| Focus Financial Network, Inc. | 10,238 | $687.3K | 0.03% | +352+3.6% | Added |
| Synovus Financial Corp | 10,174 | $683.0K | 0.01% | +1,593+18.6% | Added |
| Perigon Wealth Management, LLC | 10,169 | $682.7K | 0.02% | +47+0.5% | Added |
| Rakuten Investment Management, Inc. | 10,181 | $681.8K | 0.00% | +2,545+33.3% | Added |
| AXA S.A. | 10,129 | $680.0K | 0.00% | +179+1.8% | Added |
| Insigneo Advisory Services, LLC | 10,074 | $676.3K | 0.07% | +164+1.7% | Added |
| Eisler Capital (UK) Ltd. | 10,014 | $672.2K | 0.16% | +79+0.8% | Added |
| Bryn Mawr Trust Co | 9,893 | $664.1K | 0.01% | +2,728+38.1% | Added |
| Advisory Services Network, LLC | 10,291 | $663.6K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 9,785 | $656.9K | 0.23% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 9,151 | $655.7K | 0.30% | −1,195−11.6% | Reduced |
| BlueMar Capital Management, LLC | 9,750 | $654.5K | 1.31% | +9,750 | New |
| Balyasny Asset Management LLC | 9,704 | $651.4K | 0.00% | −208−2.1% | Reduced |
| Quadcap Wealth Management, LLC | 9,553 | $641.3K | 0.10% | −138−1.4% | Reduced |
| Apollon Wealth Management, LLC | 9,392 | $630.5K | 0.02% | +773+9.0% | Added |
| 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 |
| Integrated Advisors Network LLC | 9,318 | $625.5K | 0.03% | −2,652−22.2% | Reduced |
| Atomi Financial Group, Inc. | 9,279 | $622.9K | 0.04% | +588+6.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,157 | $614.7K | 0.02% | −130−1.4% | Reduced |
| Jones Financial Companies LLLP | 9,065 | $607.1K | 0.00% | +4,565+101.4% | Added |
| Steel Peak Wealth Management LLC | 9,025 | $605.8K | 0.03% | −5,338−37.2% | Reduced |
| Commerce Bank | 8,983 | $603.0K | 0.00% | +38+0.4% | Added |