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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 8,940 | $600.1K | 0.09% | +5,260+142.9% | Added |
| Argonautica Private Wealth Management, Inc | 8,922 | $598.9K | 0.20% | +8,922 | New |
| Jamison Private Wealth Management, Inc. | 8,865 | $595.1K | 0.09% | −108−1.2% | Reduced |
| Sherbrooke Park Advisers LLC | 8,843 | $593.6K | 0.14% | −19,172−68.4% | Reduced |
| Veriti Management LLC | 8,732 | $586.1K | 0.03% | +919+11.8% | Added |
| Miracle Mile Advisors, LLC | 8,723 | $585.6K | 0.01% | −612−6.6% | Reduced |
| Mizuho Securities Co. Ltd. | 8,710 | $584.7K | 1.44% | +6,140+238.9% | Added |
| Prudential PLC | 8,708 | $584.6K | 0.00% | 00.0% | Unchanged |
| Spark Investment Management LLC | 8,700 | $584.0K | 3.36% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 8,625 | $579.0K | 0.10% | −2,303−21.1% | Reduced |
| NewEdge Wealth, LLC | 8,571 | $575.4K | 0.01% | +1,027+13.6% | Added |
| Boothbay Fund Management, LLC | 8,569 | $575.2K | 0.02% | +2,921+51.7% | Added |
| Siemens Fonds Invest GmbH | 8,563 | $574.8K | 0.05% | +3,448+67.4% | Added |
| Park Avenue Securities LLC | 8,555 | $574.0K | 0.01% | −666−7.2% | Reduced |
| Sunbelt Securities, Inc. | 8,503 | $570.8K | 0.06% | +96+1.1% | Added |
| Prospera Financial Services Inc | 8,498 | $570.5K | 0.01% | +383+4.7% | Added |
| XTX Topco Ltd | 8,472 | $568.7K | 0.04% | +4,434+109.8% | Added |
| Fisher Asset Management, LLC | 8,470 | $568.6K | 0.00% | −3,328−28.2% | Reduced |
| United Capital Financial Advisers, LLC | 8,454 | $567.5K | 0.00% | +339+4.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,421 | $565.3K | 0.03% | +8,421 | New |
| Metis Global Partners, LLC | 8,369 | $561.8K | 0.02% | +473+6.0% | Added |
| Sequoia Financial Advisors, LLC | 8,322 | $558.7K | 0.01% | +1,089+15.1% | Added |
| Key Client Fiduciary Advisors, LLC | 8,225 | $552.1K | 0.25% | −157−1.9% | Reduced |
| Interchange Capital Partners, LLC | 8,222 | $551.9K | 0.20% | −2,803−25.4% | Reduced |
| Yousif Capital Management, LLC | 8,174 | $548.7K | 0.01% | +315+4.0% | Added |
| Pittenger & Anderson Inc | 8,100 | $543.8K | 0.02% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 7,927 | $532.1K | 0.02% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 7,920 | $531.7K | 0.39% | −237−2.9% | Reduced |
| Harbor Capital Advisors, Inc. | 7,895 | $530.0K | 0.02% | +1,123+16.6% | Added |
| Snowden Capital Advisors LLC | 7,877 | $528.8K | 0.02% | −1,423−15.3% | Reduced |
| Nations Financial Group Inc, | 7,744 | $519.9K | 0.04% | +145+1.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,540 | $506.2K | 0.02% | +30.0% | Added |
| Harbert Fund Advisors, Inc. | 7,500 | $503.5K | 0.41% | −2,500−25.0% | Reduced |
| 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 |
| Banque Pictet & Cie SA | 7,400 | $496.8K | 0.00% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 7,351 | $493.5K | 0.29% | −646−8.1% | Reduced |
| Wealthcare Advisory Partners LLC | 7,348 | $493.3K | 0.01% | −1,907−20.6% | Reduced |
| Knollwood Investment Advisory, LLC | 7,306 | $490.5K | 0.05% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,300 | $490.0K | 0.06% | −101,508−93.3% | Reduced |
| Bank of New Hampshire | 7,285 | $489.0K | 0.12% | −10,109−58.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,276 | $488.4K | 0.01% | +1,553+27.1% | Added |
| RF&L Wealth Management, LLC | 7,275 | $488.4K | 0.35% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,272 | $488.1K | 0.00% | −6,022−45.3% | Reduced |
| Bleakley Financial Group, LLC | 7,228 | $485.2K | 0.01% | +741+11.4% | Added |
| Scotia Capital Inc. | 7,111 | $477.4K | 0.00% | −33−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,073 | $474.8K | 0.02% | +2,839+67.1% | Added |
| Kovitz Investment Group Partners, LLC | 7,815 | $470.8K | 0.00% | +7,815 | New |
| Catalyst Funds Management Pty Ltd | 7,000 | $469.9K | 0.10% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,997 | $469.7K | 0.03% | −269−3.7% | Reduced |
| Paloma Partners Management Co | 6,989 | $469.2K | 0.03% | +6,407+1,100.9% | Added |
| Forum Financial Management, LP | 6,988 | $469.1K | 0.01% | −22−0.3% | Reduced |
| Globeflex Capital L P | 6,984 | $468.8K | 0.04% | 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 |
| Fukoku Mutual Life Insurance Co | 6,868 | $461.0K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 6,847 | $459.6K | 0.01% | −220,664−97.0% | Reduced |
| Signaturefd, LLC | 6,825 | $458.1K | 0.01% | −1,032−13.1% | Reduced |
| Wetherby Asset Management Inc | 6,783 | $455.3K | 0.02% | −686−9.2% | Reduced |
| Tran Capital Management, L.P. | 6,768 | $454.3K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,598 | $442.9K | 0.02% | −779−10.6% | Reduced |
| Resources Investment Advisors, LLC. | 6,593 | $442.6K | 0.01% | +813+14.1% | Added |
| NorthRock Partners, LLC | 6,479 | $435.0K | 0.01% | +223+3.6% | Added |
| Summit Trail Advisors, LLC | 6,471 | $434.4K | 0.01% | +6,471 | New |
| Tower Research Capital LLC (TRC) | 6,468 | $434.2K | 0.01% | +4,766+280.0% | Added |
| Moors & Cabot, Inc. | 6,440 | $432.3K | 0.02% | +187+3.0% | Added |
| Ballentine Partners, LLC | 6,430 | $431.6K | 0.01% | +671+11.7% | Added |
| EMC Capital Management | 9,632 | $428.0K | 0.35% | +6,932+256.7% | Added |
| Financial Advocates Investment Management | 6,359 | $426.9K | 0.02% | −420−6.2% | Reduced |
| Doliver Advisors, LP | 6,341 | $425.7K | 0.12% | +525+9.0% | Added |
| Ronald Blue Trust, Inc. | 6,578 | $424.2K | 0.01% | +4,411+203.6% | Added |
| Moser Wealth Advisors, LLC | 6,265 | $420.6K | 0.22% | +153+2.5% | Added |
| Nilsine Partners, LLC | 6,183 | $415.1K | 0.05% | −146−2.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 6,113 | $410.4K | 0.20% | −1,310−17.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,089 | $408.8K | 0.37% | −85−1.4% | Reduced |
| Principal Securities, Inc. | 6,006 | $403.2K | 0.01% | +295+5.2% | Added |
| JB Capital LLC | 5,939 | $398.7K | 0.02% | −134−2.2% | Reduced |
| DRW Securities, LLC | 5,926 | $397.8K | 0.02% | +5,926 | New |
| Sandy Spring Bank | 5,916 | $397.1K | 0.02% | −198−3.2% | Reduced |
| Premier Path Wealth Partners, LLC | 5,903 | $396.3K | 0.06% | +971+19.7% | Added |
| Man Group plc | 5,846 | $392.4K | 0.00% | −493,119−98.8% | Reduced |
| Private Portfolio Partners LLC | 5,833 | $391.6K | 0.07% | +5,833 | New |
| MAI Capital Management | 5,819 | $390.6K | 0.00% | +941+19.3% | Added |
| Concurrent Investment Advisors, LLC | 5,807 | $389.8K | 0.01% | −382−6.2% | Reduced |
| IHT Wealth Management, LLC | 5,809 | $389.6K | 0.01% | −3,343−36.5% | Reduced |
| Cigna Investments Inc | 5,756 | $386.0K | 0.07% | −99−1.7% | Reduced |
| Geneos Wealth Management Inc. | 5,744 | $385.6K | 0.01% | −34−0.6% | Reduced |
| Viawealth, LLC | 5,742 | $385.5K | 0.22% | +75+1.3% | Added |
| Arete Wealth Advisors, LLC | 5,757 | $384.0K | 0.03% | −6,643−53.6% | Reduced |
| Savant Capital, LLC | 5,661 | $380.0K | 0.00% | −3,071−35.2% | Reduced |
| Sweet Financial Partners, LLC | 5,611 | $376.7K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,547 | $372.4K | 0.01% | +821+17.4% | Added |
| Capital Investment Advisory Services, LLC | 5,491 | $368.6K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,487 | $368.3K | 0.06% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 4,739 | $366.6K | 0.40% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,444 | $365.5K | 0.04% | +490+9.9% | Added |
| Cim Investment Mangement Inc | 5,429 | $364.4K | 0.11% | −151−2.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,418 | $363.7K | 0.16% | +837+18.3% | Added |
| Tyler-Stone Wealth Management | 5,390 | $361.8K | 0.07% | +2,670+98.2% | Added |
| Freestone Capital Holdings, LLC | 5,295 | $355.5K | 0.01% | +245+4.9% | Added |