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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 3,691 | $313.7K | 0.00% | −243−6.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,694 | $314.0K | 0.24% | +3,694 | New |
| Covenant Asset Management, LLC | 3,704 | $314.8K | 0.07% | −311−7.7% | Reduced |
| Syon Capital LLC | 3,712 | $315.5K | 0.03% | −162−4.2% | Reduced |
| Legacy Financial Advisors, Inc. | 3,733 | $317.3K | 0.05% | +90+2.5% | Added |
| Carson Advisory Inc. | 3,740 | $317.9K | 0.22% | −487−11.5% | Reduced |
| Howard Capital Management Inc. | 3,746 | $318.4K | 0.00% | +189+5.3% | Added |
| Kovitz Investment Group Partners, LLC | 3,758 | $319.5K | 0.00% | −4,057−51.9% | Reduced |
| Citizens Financial Group Inc | 3,771 | $320.5K | 0.01% | +474+14.4% | Added |
| CoreCap Advisors, LLC | 3,841 | $326.4K | 0.01% | +3,067+396.3% | Added |
| Credit Industriel Et Commercial | 3,861 | $328.1K | 0.09% | +3,861 | New |
| Golden State Equity Partners | 3,864 | $328.4K | 0.06% | +255+7.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,900 | $331.5K | 0.01% | +3,900 | New |
| Camden Capital, LLC | 3,952 | $335.8K | 0.04% | −101−2.5% | Reduced |
| Chaney Capital Management, Inc. | 3,970 | $337.4K | 0.16% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,973 | $337.7K | 0.01% | −1,574−28.4% | Reduced |
| RF&L Wealth Management, LLC | 4,000 | $340.0K | 0.24% | −3,275−45.0% | Reduced |
| Cidel Asset Management Inc | 4,003 | $340.2K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,033 | $342.8K | 0.01% | −3,243−44.6% | Reduced |
| Rakuten Securities, Inc. | 4,033 | $342.8K | 0.13% | −601−13.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,034 | $342.9K | 0.08% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 4,042 | $343.5K | 0.03% | −500−11.0% | Reduced |
| Monterey Private Wealth, Inc. | 4,043 | $343.6K | 0.11% | −6−0.1% | Reduced |
| Davenport & Co LLC | 4,046 | $343.9K | 0.00% | −670−14.2% | Reduced |
| MCF Advisors LLC | 4,048 | $344.0K | 0.02% | +50+1.3% | Added |
| BXM Wealth LLC | 4,060 | $345.1K | 0.48% | +4,060 | New |
| Dorsey & Whitney Trust CO LLC | 4,069 | $345.8K | 0.02% | −292−6.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,083 | $347.0K | 0.01% | −494−10.8% | Reduced |
| Greenleaf Trust | 4,091 | $347.7K | 0.00% | +16+0.4% | Added |
| Washington Capital Management Inc | 4,100 | $348.5K | 0.27% | +4,100 | New |
| Parallel Advisors, LLC | 4,107 | $349.1K | 0.01% | +131+3.3% | Added |
| Pitti Group Wealth Management, LLC | 4,131 | $351.1K | 0.36% | −608−12.8% | Reduced |
| Cardiff Park Advisors, LLC | 4,134 | $351.3K | 0.03% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 4,153 | $353.0K | 0.26% | +4,153 | New |
| Bradley Foster & Sargent Inc | 4,162 | $353.7K | 0.01% | −200−4.6% | Reduced |
| Maxi Investments CY Ltd | 4,200 | $357.0K | 0.07% | +4,200 | New |
| Wedmont Private Capital | 4,361 | $360.0K | 0.02% | +45+1.0% | Added |
| Simmons Bank | 4,245 | $360.8K | 0.03% | −87−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,249 | $361.1K | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 4,251 | $361.3K | 0.10% | +4,251 | New |
| Robertson Stephens Wealth Management, LLC | 4,253 | $361.5K | 0.01% | −2,820−39.9% | Reduced |
| Conway Capital Management, Inc. | 4,270 | $362.9K | 0.16% | 00.0% | Unchanged |
| Ghe, LLC | 4,300 | $365.0K | 0.14% | −870−16.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,304 | $365.8K | 0.05% | +85+2.0% | Added |
| First Hawaiian Bank | 4,421 | $375.7K | 0.01% | −584−11.7% | Reduced |
| Farther Finance Advisors, LLC | 4,443 | $377.6K | 0.01% | +1,266+39.8% | Added |
| Private Portfolio Partners LLC | 4,456 | $378.7K | 0.07% | −1,377−23.6% | Reduced |
| Western Wealth Management, LLC | 4,474 | $380.2K | 0.02% | −179−3.8% | Reduced |
| Global Retirement Partners, LLC | 4,483 | $381.0K | 0.01% | +722+19.2% | Added |
| Prosperity Wealth Management, Inc. | 4,495 | $382.0K | 0.16% | +4,495 | New |
| Edmond de Rothschild Holding S.A. | 4,500 | $382.5K | 0.01% | +1,400+45.2% | Added |
| Avidian Wealth Solutions, LLC | 4,519 | $384.1K | 0.02% | +73+1.6% | Added |
| Portside Wealth Group, LLC | 4,526 | $384.7K | 0.06% | +426+10.4% | Added |
| CAP Partners, LLC | 4,551 | $386.8K | 0.27% | −264−5.5% | Reduced |
| Addison Capital Co | 4,572 | $388.6K | 0.15% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 4,587 | $389.8K | 0.16% | −200−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,583 | $390.0K | 0.01% | −58−1.2% | Reduced |
| Stonekeep Investments, LLC | 4,606 | $391.5K | 0.29% | +805+21.2% | Added |
| Tobam | 4,623 | $393.0K | 0.12% | +635+15.9% | Added |
| Element Pointe Advisors, LLC | 4,627 | $393.2K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,650 | $395.2K | 0.01% | +454+10.8% | Added |
| Agf Management Ltd | 4,690 | $398.6K | 0.00% | +4,690 | New |
| Ashton Thomas Securities, LLC | 4,707 | $400.0K | 0.11% | +99+2.1% | Added |
| CenterStar Asset Management, LLC | 4,715 | $401.1K | 0.88% | +4,715 | New |
| Bluesphere Advisors, LLC | 4,728 | $401.8K | 0.20% | +582+14.0% | Added |
| Harbor Investment Advisory, LLC | 4,735 | $402.4K | 0.04% | +1,125+31.2% | Added |
| Rahlfs Capital, LLC | 4,808 | $408.6K | 0.40% | +4,808 | New |
| Everhart Financial Group, Inc. | 4,816 | $409.3K | 0.08% | +584+13.8% | Added |
| Boston Private Wealth LLC | 4,840 | $411.4K | 0.01% | +4,840 | New |
| Absolute Gestao de Investimentos Ltda. | 4,879 | $414.7K | 0.18% | +4,879 | New |
| Lido Advisors, LLC | 4,881 | $414.8K | 0.00% | +545+12.6% | Added |
| Sanders Morris Harris LLC | 4,870 | $415.9K | 0.06% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,893 | $416.0K | 0.02% | −3,002−38.0% | Reduced |
| Union Bancaire Privee, UBP SA | 4,728 | $420.6K | 0.01% | +4,728 | New |
| American Assets Investment Management, LLC | 5,000 | $424.9K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,002 | $425.1K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,019 | $426.6K | 0.02% | −1,764−26.0% | Reduced |
| Ascent Group, LLC | 5,034 | $427.8K | 0.03% | +5,034 | New |
| Mutual Advisors, LLC | 5,040 | $435.4K | 0.01% | +498+11.0% | Added |
| Freestone Capital Holdings, LLC | 5,171 | $439.5K | 0.02% | −124−2.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,202 | $443.0K | 0.02% | +3,479+201.9% | Added |
| Wealthedge Investment Advisors, LLC | 5,215 | $443.2K | 0.20% | +5,215 | New |
| Viawealth, LLC | 5,217 | $443.4K | 0.27% | −525−9.1% | Reduced |
| Optimize Financial Inc | 5,244 | $445.7K | 0.33% | +5,244 | New |
| Keudell/Morrison Wealth Management | 5,284 | $449.1K | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,284 | $449.1K | 0.03% | +15+0.3% | Added |
| IHT Wealth Management, LLC | 5,318 | $452.0K | 0.01% | −491−8.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,389 | $458.0K | 0.09% | +121+2.3% | Added |
| Tyler-Stone Wealth Management | 5,390 | $458.1K | 0.08% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,408 | $459.6K | 0.13% | −21−0.4% | Reduced |
| Dudley Capital Management, LLC | 5,453 | $463.4K | 0.24% | +5,453 | New |
| Capital Investment Advisory Services, LLC | 5,473 | $465.1K | 0.04% | −18−0.3% | Reduced |
| State of Wyoming | 5,482 | $465.9K | 0.06% | +4,522+471.0% | Added |
| Atlas Capital Advisors LLC | 5,487 | $466.3K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,568 | $473.2K | 0.01% | −1,025−15.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,637 | $479.1K | 0.19% | +219+4.0% | Added |
| Cigna Investments Inc | 5,697 | $484.0K | 0.09% | −59−1.0% | Reduced |
| Aaron Wealth Advisors | 5,697 | $484.2K | 0.06% | +253+4.6% | Added |
| Geneos Wealth Management Inc. | 5,708 | $485.1K | 0.02% | −36−0.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,808 | $493.7K | 0.24% | −305−5.0% | Reduced |