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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3,177 | $213.2K | 0.01% | +120+3.9% | Added |
| Pinnacle Associates Ltd | 2,742 | $212.1K | 0.00% | +2,742 | New |
| Buckingham Strategic Partners | 3,144 | $211.1K | 0.00% | +3,144 | New |
| Octavia Wealth Advisors, LLC | 3,128 | $210.0K | 0.03% | −2,947−48.5% | Reduced |
| Silvercrest Asset Management Group LLC | 3,126 | $209.8K | 0.00% | +3,126 | New |
| Edmond de Rothschild Holding S.A. | 3,100 | $208.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,079 | $206.7K | 0.01% | +1,007+48.6% | Added |
| Powell Investment Advisors, LLC | 3,063 | $205.6K | 0.10% | +3,063 | New |
| Financial Counselors Inc | 3,062 | $205.6K | 0.00% | +3,062 | New |
| Strategic Blueprint, LLC | 3,048 | $204.6K | 0.01% | +3,048 | New |
| Valeo Financial Advisors, LLC | 3,039 | $204.0K | 0.01% | −682−18.3% | Reduced |
| Calton & Associates, Inc. | 3,036 | $203.8K | 0.08% | +3,036 | New |
| Perennial Investment Advisors, LLC | 3,012 | $202.2K | 0.03% | −160−5.0% | Reduced |
| Fairfield, Bush & Co. | 2,990 | $200.7K | 0.12% | +2,990 | New |
| Caz Investments LP | 3,000 | $198.0K | 0.18% | +1,500+100.0% | Added |
| Jaffetilchin Investment Partners, LLC | 2,884 | $193.6K | 0.01% | −385−11.8% | Reduced |
| Allworth Financial LP | 2,841 | $190.7K | 0.00% | +197+7.5% | Added |
| Fairman Group, LLC | 2,753 | $184.8K | 0.17% | 00.0% | Unchanged |
| Covestor Ltd | 2,702 | $181.0K | 0.11% | +626+30.2% | Added |
| Ci Investments Inc. | 2,650 | $178.0K | 0.00% | −235−8.1% | Reduced |
| Lindbrook Capital, LLC | 2,592 | $174.0K | 0.02% | +154+6.3% | Added |
| Kozak & Associates, Inc. | 2,330 | $171.3K | 0.04% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 2,600 | $170.8K | 0.14% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,507 | $168.3K | 0.00% | −268,270−99.1% | Reduced |
| GAMMA Investing LLC | 2,325 | $156.1K | 0.02% | +1,060+83.8% | Added |
| Umb Bank N A | 2,302 | $154.5K | 0.00% | −606−20.8% | Reduced |
| Financial Perspectives, Inc | 2,300 | $154.4K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,245 | $150.7K | 0.05% | +2,245 | New |
| Icon Wealth Advisors, LLC | 2,129 | $142.9K | 0.01% | +12+0.6% | Added |
| TD Private Client Wealth LLC | 2,066 | $138.7K | 0.00% | +282+15.8% | Added |
| Clearstead Advisors, LLC | 2,065 | $138.6K | 0.00% | −274−11.7% | Reduced |
| Bokf, NA | 1,995 | $131.0K | 0.00% | +2+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,910 | $128.0K | 0.00% | +1,450+315.2% | Added |
| State of Alaska, Department of Revenue | 1,875 | $125.0K | 0.00% | −2,255−54.6% | Reduced |
| Spire Wealth Management | 1,841 | $123.6K | 0.00% | +400+27.8% | Added |
| Whittier Trust Co | 1,798 | $120.7K | 0.00% | +415+30.0% | Added |
| Venturi Wealth Management, LLC | 1,789 | $120.1K | 0.01% | +12+0.7% | Added |
| Ridgewood Investments LLC | 1,789 | $120.1K | 0.06% | −80−4.3% | Reduced |
| First Horizon Advisors, Inc. | 1,764 | $118.4K | 0.00% | −420−19.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,723 | $116.0K | 0.01% | +1,723 | New |
| Truvestments Capital LLC | 1,712 | $114.9K | 0.03% | +1,712 | New |
| Alta Advisers Ltd | 1,700 | $114.1K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,625 | $109.1K | 0.01% | +499+44.3% | Added |
| Brown Brothers Harriman & Co | 1,555 | $104.4K | 0.00% | −12,613−89.0% | Reduced |
| Johnson Financial Group, Inc. | 1,509 | $101.3K | 0.00% | +1,509 | New |
| Optimum Investment Advisors | 1,500 | $100.7K | 0.04% | +1,200+400.0% | Added |
| Acropolis Investment Management, LLC | 1,491 | $100.1K | 0.01% | −161−9.7% | Reduced |
| Focused Wealth Management, Inc | 1,430 | $96.0K | 0.01% | −50−3.4% | Reduced |
| Oarsman Capital, Inc. | 1,408 | $94.5K | 0.02% | +1,408 | New |
| Ostrum Asset Management | 1,380 | $92.6K | 0.01% | +17+1.2% | Added |
| Private Trust Co NA | 1,374 | $92.2K | 0.01% | −8−0.6% | Reduced |
| Huntington National Bank | 1,371 | $92.0K | 0.00% | −649−32.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,351 | $90.7K | 0.01% | +164+13.8% | Added |
| Smartleaf Asset Management LLC | 1,306 | $87.5K | 0.01% | +800+158.1% | Added |
| Capital Performance Advisors LLP | 1,242 | $83.4K | 0.03% | +1,242 | New |
| Larson Financial Group LLC | 1,192 | $80.0K | 0.00% | +154+14.8% | Added |
| Capital Advisors, Ltd. LLC | 1,174 | $79.0K | 0.01% | +69+6.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,129 | $75.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,110 | $75.0K | 0.05% | +1,110 | New |
| Westside Investment Management, Inc. | 1,114 | $74.8K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,109 | $74.4K | 0.02% | +1,109 | New |
| SRS Capital Advisors, Inc. | 1,050 | $70.5K | 0.01% | +48+4.8% | Added |
| Washington Trust Co | 1,030 | $69.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,025 | $68.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $67.1K | 0.02% | +1,000 | New |
| State of Wyoming | 960 | $64.4K | 0.01% | +960 | New |
| City State Bank | 925 | $62.1K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 915 | $61.4K | 0.01% | +915 | New |
| Future Financial Wealth Managment LLC | 850 | $57.1K | 0.04% | +850 | New |
| Coppell Advisory Solutions LLC | 850 | $56.9K | 0.01% | −574−40.3% | Reduced |
| Rosenberg Matthew Hamilton | 830 | $55.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 803 | $53.9K | 0.00% | −204−20.3% | Reduced |
| Caldwell Trust Co | 800 | $53.7K | 0.01% | +750+1,500.0% | Added |
| CoreCap Advisors, LLC | 774 | $52.0K | 0.00% | +774 | New |
| Washington Trust Advisors, Inc. | 753 | $50.5K | 0.00% | +51+7.3% | Added |
| City Holding Co | 753 | $50.5K | 0.01% | +90+13.6% | Added |
| CNB Bank | 746 | $50.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 730 | $49.0K | 0.00% | +45+6.6% | Added |
| Whittier Trust Co of Nevada Inc | 716 | $48.1K | 0.00% | −1,159−61.8% | Reduced |
| Capital Analysts, LLC | 713 | $48.0K | 0.00% | +487+215.5% | Added |
| Cullen/Frost Bankers, Inc. | 702 | $47.1K | 0.00% | −7,322−91.3% | Reduced |
| V-Square Quantitative Management LLC | 689 | $46.3K | 0.01% | +689 | New |
| Twin Lakes Capital Management, LLC | 679 | $45.6K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 671 | $45.1K | 0.00% | +671 | New |
| Crewe Advisors LLC | 668 | $44.8K | 0.01% | −7−1.0% | Reduced |
| Continuum Advisory, LLC | 529 | $44.1K | 0.01% | −47−8.2% | Reduced |
| Nemes Rush Group LLC | 509 | $43.1K | 0.01% | +86+20.3% | Added |
| Hexagon Capital Partners LLC | 614 | $41.2K | 0.01% | −2−0.3% | Reduced |
| Hobbs Group Advisors, LLC | 561 | $37.7K | 0.01% | −200−26.3% | Reduced |
| Manchester Capital Management LLC | 506 | $34.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 400 | $33.4K | 0.00% | −341−46.0% | Reduced |
| True Wealth Design, LLC | 494 | $33.2K | 0.01% | +194+64.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 501 | $33.0K | 0.01% | −187−27.2% | Reduced |
| FNY Investment Advisers, LLC | 500 | $33.0K | 0.02% | +500 | New |
| PSI Advisors, LLC | 461 | $30.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 450 | $30.2K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 450 | $30.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 435 | $29.2K | 0.00% | −39,193−98.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 434 | $29.1K | 0.00% | +230+112.7% | Added |
| Abound Wealth Management | 428 | $28.7K | 0.01% | +403+1,612.0% | Added |