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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 422 | $28.3K | 0.00% | −139−24.8% | Reduced |
| Quent Capital, LLC | 413 | $27.7K | 0.00% | −129−23.8% | Reduced |
| Mather Group, LLC. | 402 | $27.0K | 0.00% | −1,278−76.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $26.9K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 391 | $26.2K | 0.00% | +180+85.3% | Added |
| Parkside Financial Bank & Trust | 385 | $25.8K | 0.00% | +81+26.6% | Added |
| Tidemark, LLC | 376 | $25.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $23.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 348 | $23.4K | 0.01% | +118+51.3% | Added |
| Riverview Trust Co | 343 | $23.0K | 0.02% | +14+4.3% | Added |
| Fifth Third Bancorp | 331 | $22.2K | 0.00% | −181−35.4% | Reduced |
| Atlantic Trust, LLC | 325 | $21.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 321 | $21.5K | 0.00% | −785−71.0% | Reduced |
| Picton Mahoney Asset Management | 307 | $21.0K | 0.00% | +175+132.6% | Added |
| Global X Japan Co., Ltd. | 312 | $20.9K | 0.00% | +116+59.2% | Added |
| Tradewinds Capital Management, LLC | 311 | $20.9K | 0.01% | +100+47.4% | Added |
| HM Payson & Co | 310 | $20.8K | 0.00% | +10+3.3% | Added |
| Hollencrest Capital Management | 308 | $20.7K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 300 | $20.1K | 0.01% | −400−57.1% | Reduced |
| Horizon Financial Services, LLC | 300 | $20.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $20.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 300 | $20.1K | 0.00% | +300 | New |
| HHM Wealth Advisors, LLC | 298 | $20.0K | 0.00% | −295−49.7% | Reduced |
| Valley National Advisers Inc | 306 | $20.0K | 0.00% | −453−59.7% | Reduced |
| Avion Wealth | 304 | $20.0K | 0.01% | −98−24.4% | Reduced |
| Anchor Investment Management, LLC | 291 | $19.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 289 | $19.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 282 | $18.9K | 0.00% | −71−20.1% | Reduced |
| Rothschild Investment LLC | 281 | $18.9K | 0.00% | −47−14.3% | Reduced |
| Vista Private Wealth Partners. LLC | 261 | $17.5K | 0.01% | −1,050−80.1% | Reduced |
| McIlrath & Eck, LLC | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 246 | $16.5K | 0.00% | −251−50.5% | Reduced |
| McMahon Financial Advisors, LLC | 236 | $15.8K | 0.00% | −31−11.6% | Reduced |
| Versant Capital Management, Inc | 235 | $15.8K | 0.00% | −15−6.0% | Reduced |
| Evermay Wealth Management LLC | 230 | $15.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 229 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 217 | $14.6K | 0.00% | −46−17.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 210 | $14.1K | 0.00% | +60+40.0% | Added |
| Smithfield Trust Co | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 200 | $13.4K | 0.01% | +200 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $13.4K | 0.00% | +64+47.1% | Added |
| Key Financial Inc | 193 | $13.0K | 0.00% | +6+3.2% | Added |
| Albion Financial Group | 185 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 179 | $12.0K | 0.00% | +28+18.5% | Added |
| Assetmark, Inc | 179 | $12.0K | 0.00% | +99+123.8% | Added |
| Hemington Wealth Management | 172 | $12.0K | 0.00% | +172 | New |
| Pineridge Advisors LLC | 175 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 165 | $11.1K | 0.00% | +165 | New |
| Cassady Schiller Wealth Management, LLC | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 162 | $10.9K | 0.01% | −77−32.2% | Reduced |
| Lam Group, Inc. | 157 | $10.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 156 | $10.5K | 0.00% | +110+239.1% | Added |
| Gould Capital, LLC | 150 | $10.1K | 0.01% | −80−34.8% | Reduced |
| PFS Partners, LLC | 150 | $10.1K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 160 | $10.0K | 0.00% | −260−61.9% | Reduced |
| Montag A & Associates Inc | 147 | $9.87K | 0.00% | +110+297.3% | Added |
| Transcendent Capital Group LLC | 140 | $9.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 139 | $9.33K | 0.00% | +7+5.3% | Added |
| Colonial Trust Advisors | 135 | $9.06K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 132 | $8.86K | 0.00% | −28−17.5% | Reduced |
| Planning Capital Management Corp | 130 | $8.73K | 0.01% | −651−83.4% | Reduced |
| JFS Wealth Advisors, LLC | 123 | $8.26K | 0.00% | −11−8.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $7.98K | 0.00% | +10+10.0% | Added |
| Missouri Trust & Investment Co | 118 | $7.92K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 116 | $7.79K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 109 | $7.32K | 0.00% | −27−19.9% | Reduced |
| Blume Capital Management, Inc. | 106 | $7.12K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 102 | $6.85K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $6.71K | 0.00% | −10−9.1% | Reduced |
| Silicon Valley Capital Partners | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $6.71K | 0.00% | +100 | New |
| Investment Research & Advisory Group, Inc. | 98 | $6.58K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 97 | $6.51K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 95 | $6.38K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 95 | $6.38K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 94 | $6.30K | 0.00% | −5−5.1% | Reduced |
| Hilltop National Bank | 90 | $6.04K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 89 | $5.97K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 88 | $5.91K | 0.00% | −24−21.4% | Reduced |
| Carolinas Wealth Consulting LLC | 87 | $5.84K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 86 | $5.77K | 0.00% | −791−90.2% | Reduced |
| Center for Financial Planning, Inc. | 85 | $5.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 85 | $5.71K | 0.00% | −38−30.9% | Reduced |
| Painted Porch Advisors LLC | 85 | $5.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 77 | $5.64K | 0.00% | −25−24.5% | Reduced |
| Creekmur Asset Management LLC | 82 | $5.50K | 0.00% | −377−82.1% | Reduced |
| Naples Money Management LLC | 80 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $4.97K | 0.00% | −25−25.3% | Reduced |
| Financial Network Wealth Advisors LLC | 74 | $4.97K | 0.00% | +15+25.4% | Added |
| Gilliland Jeter Wealth Management LLC | 71 | $4.77K | 0.00% | 00.0% | Unchanged |