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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 5,285 | $354.8K | 0.05% | +2,151+68.6% | Added |
| Keudell/Morrison Wealth Management | 5,284 | $354.7K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,269 | $353.7K | 0.02% | −235−4.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,268 | $353.6K | 0.07% | +113+2.2% | Added |
| KG&L Capital Management,LLC | 5,091 | $341.8K | 0.11% | +5,091 | New |
| Tempus Wealth Planning, LLC | 5,069 | $340.3K | 0.12% | −334−6.2% | Reduced |
| Neo Ivy Capital Management | 5,038 | $338.0K | 0.11% | +5,038 | New |
| First Hawaiian Bank | 5,005 | $336.0K | 0.01% | +5,005 | New |
| Wesbanco Bank Inc | 5,002 | $335.8K | 0.01% | −50−1.0% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $335.6K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,542 | $329.5K | 0.01% | −39−0.9% | Reduced |
| Sanders Morris Harris LLC | 4,870 | $326.9K | 0.05% | 00.0% | Unchanged |
| CAP Partners, LLC | 4,815 | $323.2K | 0.24% | −12−0.2% | Reduced |
| Lazari Capital Management, Inc. | 4,787 | $321.4K | 0.14% | −150−3.0% | Reduced |
| Davenport & Co LLC | 4,716 | $316.6K | 0.00% | −3,035−39.2% | Reduced |
| Western Wealth Management, LLC | 4,653 | $312.4K | 0.02% | −189−3.9% | Reduced |
| Dynamic Advisor Solutions LLC | 4,650 | $312.2K | 0.01% | −1,209−20.6% | Reduced |
| Rakuten Securities, Inc. | 4,634 | $311.1K | 0.14% | −1,045−18.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,641 | $311.0K | 0.01% | −1,979−29.9% | Reduced |
| Element Pointe Advisors, LLC | 4,627 | $310.6K | 0.08% | −466−9.1% | Reduced |
| Ashton Thomas Securities, LLC | 4,608 | $309.3K | 0.06% | +445+10.7% | Added |
| Prime Capital Investment Advisors, LLC | 4,577 | $307.3K | 0.00% | −224−4.7% | Reduced |
| Addison Capital Co | 4,572 | $306.9K | 0.12% | −19−0.4% | Reduced |
| LBMC Investment Advisors, LLC | 4,542 | $304.9K | 0.02% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 4,126 | $302.4K | 0.15% | −632−13.3% | Reduced |
| Avidian Wealth Solutions, LLC | 4,446 | $298.5K | 0.01% | +331+8.0% | Added |
| IPG Investment Advisors LLC | 4,411 | $296.1K | 0.06% | −666−13.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,362 | $292.8K | 0.00% | +188+4.5% | Added |
| Dorsey & Whitney Trust CO LLC | 4,361 | $292.8K | 0.02% | +378+9.5% | Added |
| Lido Advisors, LLC | 4,336 | $291.1K | 0.00% | −465−9.7% | Reduced |
| Simmons Bank | 4,332 | $290.8K | 0.02% | +206+5.0% | Added |
| One River Asset Management, LLC | 4,320 | $289.3K | 0.33% | −300−6.5% | Reduced |
| Conway Capital Management, Inc. | 4,270 | $286.6K | 0.14% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,249 | $285.1K | 0.02% | +3,107+272.1% | Added |
| Security Benefit Life Insurance Co | 4,245 | $285.0K | 0.14% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,232 | $284.1K | 0.06% | +991+30.6% | Added |
| Carson Advisory Inc. | 4,227 | $283.8K | 0.18% | −213−4.8% | Reduced |
| Wedmont Private Capital | 4,316 | $283.6K | 0.02% | +298+7.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,219 | $283.2K | 0.04% | +108+2.6% | Added |
| Brighton Jones LLC | 4,196 | $281.7K | 0.01% | −2,806−40.1% | Reduced |
| Cornerstone Wealth Management, LLC | 4,182 | $280.7K | 0.02% | +4,182 | New |
| Bluesphere Advisors, LLC | 4,146 | $278.3K | 0.14% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,134 | $277.5K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,100 | $275.2K | 0.05% | +496+13.8% | Added |
| Greenleaf Trust | 4,075 | $273.6K | 0.00% | +55+1.4% | Added |
| Camden Capital, LLC | 4,053 | $272.0K | 0.03% | −642−13.7% | Reduced |
| Monterey Private Wealth, Inc. | 4,049 | $271.8K | 0.09% | −100−2.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,034 | $270.8K | 0.06% | −81−2.0% | Reduced |
| Covenant Asset Management, LLC | 4,015 | $269.5K | 0.06% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,003 | $268.7K | 0.02% | +757+23.3% | Added |
| MCF Advisors LLC | 3,998 | $268.4K | 0.02% | 00.0% | Unchanged |
| Tobam | 3,988 | $268.0K | 0.05% | +520+15.0% | Added |
| Parallel Advisors, LLC | 3,976 | $266.9K | 0.01% | +306+8.3% | Added |
| Kensington Investment Counsel, LLC | 3,972 | $266.6K | 0.11% | +541+15.8% | Added |
| Chaney Capital Management, Inc. | 3,970 | $266.5K | 0.15% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,948 | $265.0K | 0.02% | −2,387−37.7% | Reduced |
| Empower Advisory Group, LLC | 3,934 | $264.1K | 0.00% | +246+6.7% | Added |
| Syon Capital LLC | 3,874 | $260.1K | 0.02% | +105+2.8% | Added |
| HighPoint Advisor Group LLC | 3,598 | $259.6K | 0.02% | +33+0.9% | Added |
| Keebeck Alpha, LP | 3,823 | $256.6K | 0.17% | −2,620−40.7% | Reduced |
| Stonekeep Investments, LLC | 3,801 | $255.2K | 0.20% | +3,801 | New |
| Beacon Pointe Advisors, LLC | 3,799 | $255.0K | 0.00% | −293−7.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,769 | $253.0K | 0.03% | +36+1.0% | Added |
| Global Retirement Partners, LLC | 3,761 | $252.5K | 0.01% | −679−15.3% | Reduced |
| Machina Capital S.A.S. | 3,751 | $251.8K | 0.10% | +3,751 | New |
| Financial Partners Group, LLC | 3,749 | $251.7K | 0.09% | +3,749 | New |
| Teacher Retirement System of Texas | 3,726 | $250.0K | 0.00% | −7,067−65.5% | Reduced |
| Impact Asset Management GmbH | 3,684 | $247.3K | 0.10% | +3,684 | New |
| Berger Financial Group, Inc | 3,663 | $245.9K | 0.02% | −802−18.0% | Reduced |
| Legacy Financial Advisors, Inc. | 3,643 | $244.6K | 0.04% | +86+2.4% | Added |
| Westpac Banking Corp | 3,618 | $242.9K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,615 | $242.7K | 0.02% | −83−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 3,610 | $242.3K | 0.02% | −4−0.1% | Reduced |
| Golden State Equity Partners | 3,609 | $242.3K | 0.04% | −532−12.8% | Reduced |
| RMR Wealth Builders | 3,596 | $241.4K | 0.03% | +205+6.0% | Added |
| IFP Advisors, Inc | 3,560 | $239.0K | 0.01% | −2,200−38.2% | Reduced |
| White Pine Investment CO | 3,560 | $239.0K | 0.07% | −250−6.6% | Reduced |
| Howard Capital Management Inc. | 3,557 | $238.8K | 0.00% | +3,557 | New |
| Libra Wealth LLC | 3,554 | $238.6K | 0.10% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,539 | $237.6K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,463 | $232.5K | 0.09% | +848+32.4% | Added |
| Azzad Asset Management Inc | 3,450 | $231.6K | 0.03% | −1,330−27.8% | Reduced |
| First Foundation Advisors | 3,342 | $224.3K | 0.01% | +3,342 | New |
| Smith, Moore & Co. | 3,320 | $222.9K | 0.02% | −45−1.3% | Reduced |
| Quarry LP | 3,306 | $221.9K | 0.07% | +1,769+115.1% | Added |
| Edgestream Partners, L.P. | 3,298 | $221.4K | 0.01% | −1,535−31.8% | Reduced |
| Citizens Financial Group Inc | 3,297 | $221.3K | 0.00% | +20+0.6% | Added |
| Kovack Advisors, Inc. | 3,286 | $220.6K | 0.02% | +169+5.4% | Added |
| Cascade Financial Partners, LLC | 3,005 | $218.8K | 0.03% | +3,005 | New |
| Goldstone Financial Group, LLC | 3,247 | $218.0K | 0.04% | +3,247 | New |
| Transcend Wealth Collective, LLC | 3,246 | $217.9K | 0.01% | −368−10.2% | Reduced |
| Personal Cfo Solutions, LLC | 3,241 | $217.6K | 0.03% | −20−0.6% | Reduced |
| Sicart Associates LLC | 3,230 | $216.8K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,225 | $216.5K | 0.01% | −204−5.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,222 | $216.3K | 0.05% | +3,222 | New |
| Chicago Partners Investment Group LLC | 3,027 | $216.1K | 0.01% | −2,758−47.7% | Reduced |
| Westwood Wealth Management | 3,210 | $215.5K | 0.08% | −350−9.8% | Reduced |
| AE Wealth Management LLC | 3,210 | $215.5K | 0.00% | −570−15.1% | Reduced |
| Ausdal Financial Partners, Inc. | 3,205 | $215.2K | 0.02% | −561−14.9% | Reduced |
| Vantage Financial Partners, LLC | 3,189 | $214.1K | 0.05% | +3,189 | New |