Block, Inc.

XYZ

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001512673

SEC filings (opens in a new tab)

In the last 90 days, Block, Inc. insiders filed 0 open-market purchases and 27 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, Q4 2024

Institutional positions in Block, Inc. as of Dec 31, 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: 1,140; +173 vs. Q3 2024
Shares held: 398.6M; +16.6M (+4.3%) vs. Q3 2024
Total value: $33.9B; +$8.23B (+32.1%) vs. Q3 2024
New holders: 269; 369 more added
Sold out: 96; 346 more reduced

23 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,140 institutions

Value heldQ4 2024: $33.9B

Institutions holding XYZ and their total value by quarter
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, Q4 2024

Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q3 2024.

Institutions holding XYZ in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Vista Private Wealth Partners. LLC	78	$6.63K	0.00%	−183−70.1%	Reduced
WR Wealth Planners, LLC	80	$6.80K	0.00%	+9+12.7%	Added
Creekmur Asset Management LLC	82	$6.97K	0.00%	00.0%	Unchanged
Decker Retirement Planning Inc.	82	$6.97K	0.00%	+82	New
Bell Investment Advisors, Inc	83	$7.05K	0.00%	+9+12.2%	Added
Center for Financial Planning, Inc.	85	$7.22K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	87	$7.39K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	87	$7.40K	0.00%	+10+13.0%	Added
Park Place Capital Corp	89	$7.56K	0.00%	00.0%	Unchanged
Hilltop National Bank	90	$7.65K	0.00%	00.0%	Unchanged
ORG Partners LLC	92	$7.79K	0.00%	−2−2.1%	Reduced
Householder Group Estate & Retirement Specialist, LLC	95	$8.00K	0.01%	−406−81.0%	Reduced
PrairieView Partners, LLC	102	$8.00K	0.00%	00.0%	Unchanged
Archer Investment Corp	97	$8.24K	0.00%	00.0%	Unchanged
Activest Wealth Management	97	$8.24K	0.00%	+2+2.1%	Added
Turim 21 Investimentos Ltda.	95	$8.26K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	98	$8.33K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	100	$8.50K	0.00%	00.0%	Unchanged
EnRich Financial Partners LLC	100	$8.50K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	100	$8.50K	0.00%	00.0%	Unchanged
Central Pacific Bank - Trust Division	100	$8.50K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	100	$8.50K	0.00%	+100	New
RE Dickinson Investment Advisors, LLC	100	$8.50K	0.00%	00.0%	Unchanged
Fourth Dimension Wealth, LLC	100	$8.50K	0.00%	+100	New
Hoertkorn Richard Charles	102	$8.67K	0.00%	00.0%	Unchanged
Cary Street Partner Investment Advisory LLC	103	$8.75K	0.01%	+103	New
Sierra Ocean, LLC	103	$8.75K	0.01%	+103	New
Kohmann Bosshard Financial Services, LLC	105	$8.92K	0.00%	+105	New
Blume Capital Management, Inc.	106	$9.01K	0.00%	00.0%	Unchanged
Hurley Capital, LLC	102	$9.40K	0.01%	+102	New
Tucker Asset Management LLC	116	$9.86K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	118	$10.0K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	125	$10.6K	0.01%	+125	New
Colonial Trust Co	129	$10.9K	0.00%	+29+29.0%	Added
Stephens Consulting, LLC	132	$11.2K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	134	$11.4K	0.00%	−5−3.6%	Reduced
Transcendent Capital Group LLC	140	$11.9K	0.01%	00.0%	Unchanged
CVA Family Office, LLC	144	$12.2K	0.00%	+94+188.0%	Added
Montag A & Associates Inc	147	$12.5K	0.00%	00.0%	Unchanged
Aster Capital Management (DIFC) Ltd	149	$12.7K	0.00%	+149	New
Gould Capital, LLC	150	$12.7K	0.01%	00.0%	Unchanged
PFS Partners, LLC	150	$12.7K	0.01%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	150	$12.7K	0.00%	00.0%	Unchanged
Lee Danner & Bass Inc	150	$12.7K	0.00%	+150	New
Lam Group, Inc.	157	$13.3K	0.01%	00.0%	Unchanged
Vision Financial Markets LLC	159	$13.5K	0.01%	+159	New
Rialto Wealth Management, LLC	159	$13.5K	0.00%	+159	New
FPC Investment Advisory, Inc.	150	$13.6K	0.01%	−2,450−94.2%	Reduced
New England Capital Financial Advisors LLC	162	$13.8K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	165	$14.0K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	166	$14.1K	0.01%	+166	New
Asset Dedication, LLC	166	$14.1K	0.00%	+80+93.0%	Added
Brown, Lisle/Cummings, Inc.	170	$14.4K	0.00%	−40−19.0%	Reduced
JFS Wealth Advisors, LLC	170	$14.4K	0.00%	+47+38.2%	Added
Global Wealth Strategies & Associates	176	$15.0K	0.00%	+88+100.0%	Added
SOA Wealth Advisors, LLC.	179	$15.2K	0.00%	+174+3,480.0%	Added
Sachetta, LLC	179	$15.2K	0.01%	00.0%	Unchanged
Albion Financial Group	185	$15.7K	0.00%	00.0%	Unchanged
Global X Japan Co., Ltd.	190	$16.1K	0.00%	−122−39.1%	Reduced
Cassady Schiller Wealth Management, LLC	192	$16.3K	0.01%	+28+17.1%	Added
Key Financial Inc	193	$16.4K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	199	$16.9K	0.00%	+43+27.6%	Added
Sound Income Strategies, LLC	200	$17.0K	0.00%	−17−7.8%	Reduced
Country Trust Bank	200	$17.0K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	200	$17.0K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	200	$17.0K	0.01%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	200	$17.0K	0.01%	00.0%	Unchanged
Caitlin John, LLC	200	$17.0K	0.01%	+200	New
Crowley Wealth Management, Inc.	200	$17.0K	0.01%	+200	New
Caitong International Asset Management Co., Ltd	206	$17.5K	0.02%	+206	New
Avion Wealth	214	$18.0K	0.00%	−90−29.6%	Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.	223	$18.9K	0.00%	+23+11.5%	Added
CBIZ Investment Advisory Services, LLC	223	$19.0K	0.00%	−211−48.6%	Reduced
Hemington Wealth Management	231	$19.0K	0.00%	+59+34.3%	Added
Beacon Capital Management, LLC	229	$19.5K	0.00%	00.0%	Unchanged
South State Corp.	231	$19.6K	0.00%	−160−40.9%	Reduced
McIlrath & Eck, LLC	232	$19.7K	0.00%	−18−7.2%	Reduced
Smithfield Trust Co	220	$20.0K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	245	$20.8K	0.01%	+70+40.0%	Added
Addison Advisors LLC	246	$20.9K	0.01%	00.0%	Unchanged
Atlantic Trust, LLC	251	$21.3K	0.00%	−74−22.8%	Reduced
HHM Wealth Advisors, LLC	264	$22.4K	0.00%	−34−11.4%	Reduced
Whipplewood Advisors, LLC	267	$22.7K	0.01%	+267	New
Quadrant Capital Group LLC	278	$23.6K	0.00%	−11−3.8%	Reduced
Nova Wealth Management, Inc.	285	$24.2K	0.02%	+285	New
AdvisorNet Financial, Inc	286	$24.3K	0.00%	−35−10.9%	Reduced
Anchor Investment Management, LLC	291	$24.7K	0.00%	00.0%	Unchanged
New Wave Wealth Advisors LLC	292	$24.8K	0.01%	+292	New
Rothschild Investment LLC	296	$25.2K	0.00%	+15+5.3%	Added
HM Payson & Co	300	$25.5K	0.00%	−10−3.2%	Reduced
NBT Bank N A	300	$25.5K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	300	$25.5K	0.01%	00.0%	Unchanged
Valley National Advisers Inc	308	$26.0K	0.00%	+2+0.7%	Added
Hollencrest Capital Management	308	$26.2K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	311	$26.4K	0.01%	+11+3.7%	Added
Human Investing LLC	313	$26.6K	0.00%	+313	New
Riverview Trust Co	343	$29.2K	0.03%	00.0%	Unchanged
Bank of Jackson Hole Trust	351	$29.8K	0.02%	+351	New
EMC Capital Management	350	$30.0K	0.02%	−9,282−96.4%	Reduced
Picton Mahoney Asset Management	352	$30.0K	0.00%	+45+14.7%	Added