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, 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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,257 | $616.8K | 0.02% | −283−3.8% | Reduced |
| Chesapeake Capital Corp | 7,073 | $601.1K | 0.61% | +7,073 | New |
| Signaturefd, LLC | 7,037 | $598.1K | 0.01% | +212+3.1% | Added |
| Brevan Howard Capital Management LP | 6,993 | $594.3K | 0.01% | +6,993 | New |
| IFP Advisors, Inc | 6,911 | $587.3K | 0.02% | +3,351+94.1% | Added |
| Ci Investments Inc. | 6,896 | $586.0K | 0.00% | +4,246+160.2% | Added |
| Fukoku Mutual Life Insurance Co | 6,868 | $583.7K | 0.04% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 6,866 | $583.5K | 0.23% | −27−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,778 | $576.1K | 0.04% | +6,778 | New |
| Tran Capital Management, L.P. | 6,768 | $575.2K | 0.07% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,765 | $575.0K | 0.06% | +582+9.4% | Added |
| Moors & Cabot, Inc. | 6,752 | $573.9K | 0.03% | +312+4.8% | Added |
| Arete Wealth Advisors, LLC | 6,699 | $570.0K | 0.04% | +942+16.4% | Added |
| Unique Wealth Strategies, LLC | 6,676 | $567.4K | 0.25% | +6,676 | New |
| Corebridge Financial, Inc. | 6,555 | $557.1K | 0.00% | −338−4.9% | Reduced |
| Financial Advocates Investment Management | 6,524 | $554.5K | 0.03% | +165+2.6% | Added |
| Synovus Financial Corp | 6,467 | $549.6K | 0.01% | −3,707−36.4% | Reduced |
| Premier Path Wealth Partners, LLC | 6,411 | $544.9K | 0.08% | +508+8.6% | Added |
| JB Capital LLC | 6,397 | $543.7K | 0.03% | +458+7.7% | Added |
| Marietta Investment Partners LLC | 6,311 | $536.4K | 0.12% | +6,311 | New |
| Doliver Advisors, LP | 6,306 | $535.9K | 0.15% | −35−0.6% | Reduced |
| Boothbay Fund Management, LLC | 6,267 | $532.6K | 0.02% | −2,302−26.9% | Reduced |
| Moser Wealth Advisors, LLC | 6,265 | $532.5K | 0.28% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,263 | $532.3K | 0.04% | +978+18.5% | Added |
| Whalen Wealth Management Inc. | 6,202 | $527.1K | 0.37% | +6,202 | New |
| Painted Porch Advisors LLC | 6,172 | $524.6K | 0.26% | +6,087+7,161.2% | Added |
| Principal Securities, Inc. | 6,155 | $523.1K | 0.01% | +149+2.5% | Added |
| MBA Advisors LLC | 6,142 | $522.0K | 0.26% | +6,142 | New |
| Interchange Capital Partners, LLC | 6,091 | $517.7K | 0.19% | −2,131−25.9% | Reduced |
| Integrated Advisors Network LLC | 6,068 | $515.8K | 0.02% | −3,250−34.9% | Reduced |
| Axxcess Wealth Management, LLC | 6,043 | $513.6K | 0.01% | −5,763−48.8% | Reduced |
| Capula Management Ltd | 6,026 | $512.1K | 0.00% | +6,026 | New |
| Savant Capital, LLC | 6,014 | $511.1K | 0.00% | +353+6.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,000 | $510.0K | 0.23% | +6,000 | New |
| Concurrent Investment Advisors, LLC | 5,993 | $509.4K | 0.01% | +186+3.2% | Added |
| MAI Capital Management | 5,950 | $505.7K | 0.00% | +131+2.3% | Added |
| Caxton Associates LP | 5,934 | $504.3K | 0.02% | +5,934 | New |
| Prasad Wealth Partners, LLC | 5,929 | $503.9K | 0.16% | +5,929 | New |
| Sandy Spring Bank | 5,891 | $500.7K | 0.02% | −25−0.4% | Reduced |
| Clarity Capital Partners LLC | 5,850 | $497.2K | 0.26% | −1,501−20.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,808 | $493.7K | 0.24% | −305−5.0% | Reduced |
| Geneos Wealth Management Inc. | 5,708 | $485.1K | 0.02% | −36−0.6% | Reduced |
| Aaron Wealth Advisors | 5,697 | $484.2K | 0.06% | +253+4.6% | Added |
| Cigna Investments Inc | 5,697 | $484.0K | 0.09% | −59−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,637 | $479.1K | 0.19% | +219+4.0% | Added |
| Resources Investment Advisors, LLC. | 5,568 | $473.2K | 0.01% | −1,025−15.5% | Reduced |
| Atlas Capital Advisors LLC | 5,487 | $466.3K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 5,482 | $465.9K | 0.06% | +4,522+471.0% | Added |
| Capital Investment Advisory Services, LLC | 5,473 | $465.1K | 0.04% | −18−0.3% | Reduced |
| Dudley Capital Management, LLC | 5,453 | $463.4K | 0.24% | +5,453 | New |
| Cim Investment Mangement Inc | 5,408 | $459.6K | 0.13% | −21−0.4% | Reduced |
| Tyler-Stone Wealth Management | 5,390 | $458.1K | 0.08% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 5,389 | $458.0K | 0.09% | +121+2.3% | Added |
| IHT Wealth Management, LLC | 5,318 | $452.0K | 0.01% | −491−8.5% | Reduced |
| 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 |
| Optimize Financial Inc | 5,244 | $445.7K | 0.33% | +5,244 | New |
| Viawealth, LLC | 5,217 | $443.4K | 0.27% | −525−9.1% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,215 | $443.2K | 0.20% | +5,215 | New |
| Harvest Fund Management Co., Ltd | 5,202 | $443.0K | 0.02% | +3,479+201.9% | Added |
| Freestone Capital Holdings, LLC | 5,171 | $439.5K | 0.02% | −124−2.3% | Reduced |
| Mutual Advisors, LLC | 5,040 | $435.4K | 0.01% | +498+11.0% | Added |
| Ascent Group, LLC | 5,034 | $427.8K | 0.03% | +5,034 | New |
| Wetherby Asset Management Inc | 5,019 | $426.6K | 0.02% | −1,764−26.0% | Reduced |
| Wesbanco Bank Inc | 5,002 | $425.1K | 0.01% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 5,000 | $424.9K | 0.03% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 4,728 | $420.6K | 0.01% | +4,728 | New |
| Harbor Capital Advisors, Inc. | 4,893 | $416.0K | 0.02% | −3,002−38.0% | Reduced |
| Sanders Morris Harris LLC | 4,870 | $415.9K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,881 | $414.8K | 0.00% | +545+12.6% | Added |
| Absolute Gestao de Investimentos Ltda. | 4,879 | $414.7K | 0.18% | +4,879 | New |
| Boston Private Wealth LLC | 4,840 | $411.4K | 0.01% | +4,840 | New |
| Everhart Financial Group, Inc. | 4,816 | $409.3K | 0.08% | +584+13.8% | Added |
| Rahlfs Capital, LLC | 4,808 | $408.6K | 0.40% | +4,808 | New |
| Harbor Investment Advisory, LLC | 4,735 | $402.4K | 0.04% | +1,125+31.2% | Added |
| Bluesphere Advisors, LLC | 4,728 | $401.8K | 0.20% | +582+14.0% | Added |
| CenterStar Asset Management, LLC | 4,715 | $401.1K | 0.88% | +4,715 | New |
| Ashton Thomas Securities, LLC | 4,707 | $400.0K | 0.11% | +99+2.1% | Added |
| Agf Management Ltd | 4,690 | $398.6K | 0.00% | +4,690 | New |
| Brighton Jones LLC | 4,650 | $395.2K | 0.01% | +454+10.8% | Added |
| Element Pointe Advisors, LLC | 4,627 | $393.2K | 0.09% | 00.0% | Unchanged |
| Tobam | 4,623 | $393.0K | 0.12% | +635+15.9% | Added |
| Stonekeep Investments, LLC | 4,606 | $391.5K | 0.29% | +805+21.2% | Added |
| Crossmark Global Holdings, Inc. | 4,583 | $390.0K | 0.01% | −58−1.2% | Reduced |
| Lazari Capital Management, Inc. | 4,587 | $389.8K | 0.16% | −200−4.2% | Reduced |
| Addison Capital Co | 4,572 | $388.6K | 0.15% | 00.0% | Unchanged |
| CAP Partners, LLC | 4,551 | $386.8K | 0.27% | −264−5.5% | Reduced |
| Portside Wealth Group, LLC | 4,526 | $384.7K | 0.06% | +426+10.4% | Added |
| Avidian Wealth Solutions, LLC | 4,519 | $384.1K | 0.02% | +73+1.6% | Added |
| Edmond de Rothschild Holding S.A. | 4,500 | $382.5K | 0.01% | +1,400+45.2% | Added |
| Prosperity Wealth Management, Inc. | 4,495 | $382.0K | 0.16% | +4,495 | New |
| Global Retirement Partners, LLC | 4,483 | $381.0K | 0.01% | +722+19.2% | Added |
| Western Wealth Management, LLC | 4,474 | $380.2K | 0.02% | −179−3.8% | Reduced |
| Private Portfolio Partners LLC | 4,456 | $378.7K | 0.07% | −1,377−23.6% | Reduced |
| Farther Finance Advisors, LLC | 4,443 | $377.6K | 0.01% | +1,266+39.8% | Added |
| First Hawaiian Bank | 4,421 | $375.7K | 0.01% | −584−11.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,304 | $365.8K | 0.05% | +85+2.0% | Added |
| Ghe, LLC | 4,300 | $365.0K | 0.14% | −870−16.8% | Reduced |
| Conway Capital Management, Inc. | 4,270 | $362.9K | 0.16% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,253 | $361.5K | 0.01% | −2,820−39.9% | Reduced |