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 |
|---|---|---|---|---|---|
| Sierra Capital LLC | 2,386 | $203.0K | 0.02% | +2,386 | New |
| Simon Quick Advisors, LLC | 2,390 | $203.1K | 0.01% | +2,390 | New |
| Smartleaf Asset Management LLC | 2,370 | $207.3K | 0.02% | +1,064+81.5% | Added |
| Canal Capital Management, LLC | 2,458 | $208.9K | 0.03% | +2,458 | New |
| Bordeaux Wealth Advisors LLC | 2,459 | $209.0K | 0.03% | +2,459 | New |
| Quotient Wealth Partners, LLC | 2,473 | $210.2K | 0.01% | +2,473 | New |
| Prospect Financial Services LLC | 2,483 | $211.0K | 0.12% | +2,483 | New |
| Guerra Pan Advisors, LLC | 2,486 | $211.3K | 0.15% | +2,486 | New |
| GAMMA Investing LLC | 2,493 | $211.9K | 0.02% | +168+7.2% | Added |
| New York Life Investment Management LLC | 2,495 | $212.1K | 0.00% | +2,495 | New |
| Cascade Financial Partners, LLC | 2,505 | $212.9K | 0.03% | −500−16.6% | Reduced |
| Tempus Wealth Planning, LLC | 2,510 | $213.3K | 0.07% | −2,559−50.5% | Reduced |
| Wealth Alliance | 2,512 | $213.5K | 0.03% | +2,512 | New |
| Moneta Group Investment Advisors LLC | 2,523 | $214.4K | 0.00% | +2,523 | New |
| Guggenheim Capital LLC | 2,524 | $214.5K | 0.00% | +2,524 | New |
| Kozak & Associates, Inc. | 2,330 | $214.7K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 2,530 | $215.0K | 0.13% | −172−6.4% | Reduced |
| Arnhold LLC | 2,545 | $216.3K | 0.02% | +2,545 | New |
| Personal Cfo Solutions, LLC | 2,550 | $216.7K | 0.04% | −691−21.3% | Reduced |
| Financial Counselors Inc | 2,550 | $216.7K | 0.00% | −512−16.7% | Reduced |
| McHugh Group, LLC | 2,550 | $216.7K | 0.16% | +2,550 | New |
| Magnus Financial Group LLC | 2,558 | $217.4K | 0.02% | +2,558 | New |
| Exencial Wealth Advisors, LLC | 2,587 | $219.8K | 0.01% | +2,587 | New |
| Claro Advisors LLC | 2,593 | $220.4K | 0.03% | +2,593 | New |
| Johnson & White Wealth Management, LLC | 2,549 | $221.0K | 0.13% | +2,549 | New |
| Vista Investment Partners II, LLC | 2,608 | $221.7K | 0.13% | +2,608 | New |
| Caerus Investment Advisors, LLC | 2,610 | $221.8K | 0.21% | +2,610 | New |
| National Philanthropic Trust | 2,629 | $223.4K | 0.00% | −8,132−75.6% | Reduced |
| Avestar Capital, LLC | 2,631 | $223.6K | 0.02% | +2,631 | New |
| Noble Wealth Management PBC | 2,637 | $224.1K | 0.16% | +2,637 | New |
| Lindbrook Capital, LLC | 2,669 | $226.8K | 0.02% | +77+3.0% | Added |
| Perennial Investment Advisors, LLC | 2,676 | $227.4K | 0.03% | −336−11.2% | Reduced |
| HBW Advisory Services LLC | 2,697 | $229.2K | 0.03% | +2,697 | New |
| EPIQ Capital Group, LLC | 2,701 | $229.6K | 0.06% | +2,701 | New |
| Goldstone Financial Group, LLC | 2,705 | $229.9K | 0.04% | −542−16.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,723 | $231.4K | 0.01% | +2,723 | New |
| Quadrature Capital Ltd | 2,733 | $232.3K | 0.00% | −189,335−98.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,739 | $232.8K | 0.21% | +2,739 | New |
| Fairman Group, LLC | 2,750 | $233.7K | 0.19% | −3−0.1% | Reduced |
| Soltis Investment Advisors LLC | 2,836 | $241.1K | 0.02% | +2,836 | New |
| Independent Wealth Network Inc. | 2,862 | $243.2K | 0.10% | +2,862 | New |
| Meridian Wealth Advisors, LLC | 2,864 | $243.4K | 0.04% | −675−19.1% | Reduced |
| Financial Partners Group, LLC | 2,880 | $244.8K | 0.10% | −869−23.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,884 | $245.1K | 0.02% | 00.0% | Unchanged |
| FJ Capital Management LLC | 2,906 | $247.0K | 0.03% | +2,906 | New |
| Proequities, Inc. | 2,826 | $247.2K | 0.01% | −253−8.2% | Reduced |
| Ausdal Financial Partners, Inc. | 2,916 | $247.8K | 0.02% | −289−9.0% | Reduced |
| Chiron Capital Management, LLC | 2,916 | $247.8K | 0.23% | +2,916 | New |
| Congress Wealth Management LLC | 2,927 | $248.8K | 0.00% | +2,927 | New |
| Gamco Investors, Inc. Et Al | 2,928 | $248.9K | 0.00% | +2,928 | New |
| Fairfield, Bush & Co. | 2,935 | $249.4K | 0.15% | −55−1.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,936 | $249.5K | 0.03% | −192−6.1% | Reduced |
| Kathmere Capital Management, LLC | 2,967 | $252.2K | 0.02% | +2,967 | New |
| Private Trust Co NA | 2,983 | $253.5K | 0.03% | +1,609+117.1% | Added |
| Chicago Partners Investment Group LLC | 2,923 | $253.6K | 0.01% | −104−3.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,828 | $254.6K | 0.23% | −1,298−31.5% | Reduced |
| Pacific Point Advisors, LLC | 3,000 | $255.0K | 0.15% | +3,000 | New |
| First Foundation Advisors | 3,010 | $255.8K | 0.01% | −332−9.9% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 3,014 | $256.2K | 0.07% | +3,014 | New |
| ICONIQ Capital, LLC | 3,024 | $257.0K | 0.00% | +3,024 | New |
| 180 Wealth Advisors, LLC | 3,026 | $257.2K | 0.04% | +3,026 | New |
| Vance Wealth, Inc. | 3,029 | $257.4K | 0.10% | +3,029 | New |
| SageView Advisory Group, LLC | 3,053 | $259.5K | 0.01% | +3,053 | New |
| Mill Creek Capital Advisors, LLC | 3,055 | $259.6K | 0.01% | +3,055 | New |
| Powell Investment Advisors, LLC | 3,063 | $260.3K | 0.12% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 3,074 | $261.3K | 0.01% | +3,074 | New |
| SilverOak Wealth Management LLC | 3,074 | $261.3K | 0.06% | +3,074 | New |
| Kovack Advisors, Inc. | 3,096 | $263.1K | 0.03% | −190−5.8% | Reduced |
| Silvercrest Asset Management Group LLC | 3,126 | $265.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,132 | $266.2K | 0.00% | +390+14.2% | Added |
| RMR Wealth Builders | 3,140 | $266.9K | 0.03% | −456−12.7% | Reduced |
| AE Wealth Management LLC | 3,181 | $270.3K | 0.00% | −29−0.9% | Reduced |
| Merit Financial Group, LLC | 3,188 | $270.9K | 0.00% | +3,188 | New |
| Aigen Investment Management, LP | 3,194 | $271.5K | 0.05% | +3,194 | New |
| Berger Financial Group, Inc | 3,195 | $271.5K | 0.02% | −468−12.8% | Reduced |
| Strategic Blueprint, LLC | 3,197 | $271.7K | 0.02% | +149+4.9% | Added |
| Sompo Asset Management Co., Ltd. | 3,200 | $272.0K | 0.05% | −5,740−64.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 3,208 | $272.6K | 0.05% | +3,208 | New |
| Sicart Associates LLC | 3,230 | $274.5K | 0.10% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,235 | $274.9K | 0.03% | −85−2.6% | Reduced |
| Harbour Capital Advisors, LLC | 3,030 | $279.2K | 0.06% | +3,030 | New |
| Mindset Wealth Management, LLC | 3,295 | $280.0K | 0.10% | +3,295 | New |
| Valeo Financial Advisors, LLC | 3,387 | $287.8K | 0.01% | +348+11.5% | Added |
| Huntington National Bank | 3,393 | $288.4K | 0.00% | +2,022+147.5% | Added |
| Westwood Wealth Management | 3,450 | $293.2K | 0.11% | +240+7.5% | Added |
| Beacon Pointe Advisors, LLC | 3,451 | $293.3K | 0.00% | −348−9.2% | Reduced |
| Allworth Financial LP | 3,396 | $297.1K | 0.00% | +555+19.5% | Added |
| Global Trust Asset Management, LLC | 3,515 | $298.7K | 0.11% | +52+1.5% | Added |
| Sagespring Wealth Partners, LLC | 3,515 | $298.7K | 0.01% | +3,515 | New |
| Sargent Investment Group, LLC | 3,649 | $299.3K | 0.05% | +3,649 | New |
| Chesley Taft & Associates LLC | 3,540 | $300.9K | 0.01% | +3,540 | New |
| NorthRock Partners, LLC | 3,548 | $301.6K | 0.01% | −2,931−45.2% | Reduced |
| Warren Averett Asset Management, LLC | 3,549 | $301.6K | 0.00% | +3,549 | New |
| Chicago Trust Co NA | 3,550 | $301.7K | 0.05% | +3,550 | New |
| White Pine Investment CO | 3,560 | $303.0K | 0.08% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,653 | $310.5K | 0.02% | +38+1.1% | Added |
| Total Wealth Planning & Management, Inc. | 3,672 | $312.1K | 0.31% | +3,672 | New |
| HighPoint Advisor Group LLC | 3,783 | $312.4K | 0.02% | +185+5.1% | Added |
| Impact Asset Management GmbH | 3,684 | $313.1K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,686 | $313.3K | 0.02% | −496−11.9% | Reduced |