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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 355 | $30.2K | 0.00% | −58−14.0% | Reduced |
| Tradewinds Capital Management, LLC | 361 | $30.7K | 0.01% | +50+16.1% | Added |
| Fifth Third Bancorp | 363 | $30.9K | 0.00% | +32+9.7% | Added |
| Tidemark, LLC | 376 | $32.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 383 | $32.6K | 0.00% | −126−24.8% | Reduced |
| Versant Capital Management, Inc | 394 | $33.5K | 0.01% | +159+67.7% | Added |
| Centricity Wealth Management, LLC | 395 | $33.6K | 0.03% | +395 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $34.0K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 418 | $35.5K | 0.00% | +136+48.2% | Added |
| Aventura Private Wealth, LLC | 426 | $36.2K | 0.02% | +426 | New |
| Parkside Financial Bank & Trust | 428 | $36.4K | 0.00% | +43+11.2% | Added |
| Mather Group, LLC. | 436 | $37.1K | 0.00% | +34+8.5% | Added |
| Sit Investment Associates Inc | 450 | $38.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 450 | $38.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 478 | $40.6K | 0.01% | +17+3.7% | Added |
| Deseret Mutual Benefit Administrators | 480 | $40.8K | 0.02% | +132+37.9% | Added |
| Aspetuck Financial Management LLC | 500 | $42.5K | 0.03% | +500 | New |
| True Wealth Design, LLC | 502 | $42.6K | 0.02% | +8+1.6% | Added |
| Manchester Capital Management LLC | 505 | $42.9K | 0.00% | −1−0.2% | Reduced |
| Comprehensive Financial Planning, Inc. | 508 | $43.2K | 0.04% | +508 | New |
| EverSource Wealth Advisors, LLC | 520 | $44.2K | 0.00% | +98+23.2% | Added |
| Generali Asset Management SPA SGR | 579 | $49.2K | 0.00% | +579 | New |
| Continuum Advisory, LLC | 594 | $50.5K | 0.01% | +65+12.3% | Added |
| MPWM Advisory Solutions, LLC | 597 | $50.7K | 0.04% | +597 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $51.0K | 0.02% | +250+71.4% | Added |
| Golden State Wealth Management, LLC | 611 | $51.9K | 0.01% | +611 | New |
| Trust Co of Vermont | 630 | $53.5K | 0.00% | −100−13.7% | Reduced |
| Asset Planning,Inc | 653 | $55.5K | 0.04% | +653 | New |
| Hexagon Capital Partners LLC | 659 | $56.0K | 0.01% | +45+7.3% | Added |
| Crewe Advisors LLC | 668 | $56.8K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 672 | $57.1K | 0.00% | +672 | New |
| Whittier Trust Co of Nevada Inc | 675 | $57.4K | 0.00% | −41−5.7% | Reduced |
| Twin Lakes Capital Management, LLC | 679 | $57.7K | 0.04% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 683 | $58.0K | 0.02% | −426−38.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 686 | $58.3K | 0.00% | −16−2.3% | Reduced |
| Capital Analysts, LLC | 713 | $61.0K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 730 | $62.0K | 0.03% | +730 | New |
| CNB Bank | 746 | $63.4K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 760 | $64.6K | 0.01% | +360+90.0% | Added |
| Washington Trust Advisors, Inc. | 795 | $67.6K | 0.01% | +42+5.6% | Added |
| Caldwell Trust Co | 800 | $68.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 814 | $69.0K | 0.00% | +814 | New |
| Ronald Blue Trust, Inc. | 815 | $69.3K | 0.00% | −5,763−87.6% | Reduced |
| City Holding Co | 818 | $69.5K | 0.01% | +65+8.6% | Added |
| Mainstream Capital Management LLC | 873 | $74.2K | 0.05% | +873 | New |
| Oarsman Capital, Inc. | 875 | $74.4K | 0.01% | −533−37.9% | Reduced |
| Magnetar Financial LLC | 882 | $75.0K | 0.00% | −22,831−96.3% | Reduced |
| Central Trust Co | 898 | $76.3K | 0.00% | +95+11.8% | Added |
| Assetmark, Inc | 921 | $78.3K | 0.00% | +742+414.5% | Added |
| City State Bank | 925 | $78.6K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 982 | $83.5K | 0.02% | +152+18.3% | Added |
| Morton Brown Family Wealth, LLC | 1,000 | $85.0K | 0.03% | 00.0% | Unchanged |
| Caz Investments LP | 1,000 | $85.0K | 0.12% | −2,000−66.7% | Reduced |
| Washington Trust Co | 1,030 | $87.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,037 | $88.1K | 0.01% | +1,037 | New |
| Ancora Advisors, LLC | 1,040 | $88.4K | 0.00% | +15+1.5% | Added |
| Sherman Asset Management, Inc. | 1,040 | $88.4K | 0.08% | +1,040 | New |
| Westside Investment Management, Inc. | 1,063 | $90.3K | 0.02% | −51−4.6% | Reduced |
| Coppell Advisory Solutions LLC | 1,035 | $90.5K | 0.01% | +185+21.8% | Added |
| SRS Capital Advisors, Inc. | 1,082 | $92.0K | 0.01% | +32+3.0% | Added |
| Creative Financial Designs Inc | 1,086 | $92.3K | 0.01% | −539−33.2% | Reduced |
| First Horizon Advisors, Inc. | 1,096 | $93.1K | 0.00% | −668−37.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,129 | $96.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,174 | $100.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,252 | $106.4K | 0.01% | −99−7.3% | Reduced |
| Marathon Trading Investment Management LLC | 1,263 | $107.3K | 0.02% | +963+321.0% | Added |
| Ridgewood Investments LLC | 1,295 | $110.1K | 0.05% | −494−27.6% | Reduced |
| Brown Brothers Harriman & Co | 1,440 | $122.4K | 0.00% | −115−7.4% | Reduced |
| 1620 Investment Advisors, Inc. | 1,480 | $125.8K | 0.10% | +1,472+18,400.0% | Added |
| Mizuho Securities Co. Ltd. | 1,440 | $126.0K | 1.90% | −7,270−83.5% | Reduced |
| Acropolis Investment Management, LLC | 1,491 | $126.7K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,525 | $129.6K | 0.05% | +1,425+1,425.0% | Added |
| Johnson Financial Group, Inc. | 1,443 | $131.1K | 0.01% | −66−4.4% | Reduced |
| Innovative Advisory Group, LLC | 1,546 | $131.4K | 0.12% | +1,546 | New |
| Whittier Trust Co | 1,647 | $140.0K | 0.00% | −151−8.4% | Reduced |
| Truvestments Capital LLC | 1,661 | $141.2K | 0.04% | −51−3.0% | Reduced |
| Bank of New Hampshire | 1,690 | $143.6K | 0.04% | −5,595−76.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,692 | $144.0K | 0.00% | −218−11.4% | Reduced |
| Larson Financial Group LLC | 1,895 | $161.1K | 0.01% | +703+59.0% | Added |
| Ostrum Asset Management | 1,923 | $163.4K | 0.01% | +543+39.3% | Added |
| Optimum Investment Advisors | 1,929 | $163.9K | 0.07% | +429+28.6% | Added |
| Bokf, NA | 1,987 | $164.0K | 0.00% | −8−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,973 | $167.7K | 0.04% | +1,973 | New |
| Clearstead Advisors, LLC | 2,041 | $173.5K | 0.00% | −24−1.2% | Reduced |
| Ulland Investment Advisors, LLC | 2,135 | $181.0K | 0.12% | +1,025+92.3% | Added |
| GeoWealth Management, LLC | 2,136 | $181.5K | 0.01% | +1,465+218.3% | Added |
| Skopos Labs, Inc. | 2,137 | $181.6K | 0.05% | −108−4.8% | Reduced |
| Icon Wealth Advisors, LLC | 2,147 | $182.5K | 0.02% | +18+0.8% | Added |
| Bayforest Capital Ltd | 2,171 | $184.5K | 0.23% | +2,171 | New |
| Stance Capital LLC | 2,172 | $184.6K | 0.11% | +2,172 | New |
| J.Safra Asset Management Corp | 2,174 | $190.2K | 0.02% | +2,174 | New |
| Financial Perspectives, Inc | 2,300 | $195.5K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 2,304 | $195.8K | 0.04% | −1,002−30.3% | Reduced |
| Headlands Technologies LLC | 2,332 | $198.2K | 0.02% | +2,332 | New |
| V-Square Quantitative Management LLC | 2,326 | $199.7K | 0.03% | +1,637+237.6% | Added |
| Legacy Advisors, LLC | 2,358 | $200.4K | 0.02% | +2,358 | New |
| Coldstream Capital Management Inc | 2,360 | $200.6K | 0.00% | +2,360 | New |
| TD Private Client Wealth LLC | 2,368 | $201.3K | 0.01% | +302+14.6% | Added |
| Great Lakes Advisors, LLC | 2,385 | $202.7K | 0.00% | +2,385 | New |
| Napa Wealth Management | 2,387 | $202.9K | 0.09% | +2,387 | New |