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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 4,251 | $361.3K | 0.10% | +4,251 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,249 | $361.1K | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 4,245 | $360.8K | 0.03% | −87−2.0% | Reduced |
| Wedmont Private Capital | 4,361 | $360.0K | 0.02% | +45+1.0% | Added |
| Maxi Investments CY Ltd | 4,200 | $357.0K | 0.07% | +4,200 | New |
| Bradley Foster & Sargent Inc | 4,162 | $353.7K | 0.01% | −200−4.6% | Reduced |
| Gallagher Capital Advisors, LLC | 4,153 | $353.0K | 0.26% | +4,153 | New |
| Cardiff Park Advisors, LLC | 4,134 | $351.3K | 0.03% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 4,131 | $351.1K | 0.36% | −608−12.8% | Reduced |
| Parallel Advisors, LLC | 4,107 | $349.1K | 0.01% | +131+3.3% | Added |
| Washington Capital Management Inc | 4,100 | $348.5K | 0.27% | +4,100 | New |
| Greenleaf Trust | 4,091 | $347.7K | 0.00% | +16+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 4,083 | $347.0K | 0.01% | −494−10.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,069 | $345.8K | 0.02% | −292−6.7% | Reduced |
| BXM Wealth LLC | 4,060 | $345.1K | 0.48% | +4,060 | New |
| MCF Advisors LLC | 4,048 | $344.0K | 0.02% | +50+1.3% | Added |
| Davenport & Co LLC | 4,046 | $343.9K | 0.00% | −670−14.2% | Reduced |
| Monterey Private Wealth, Inc. | 4,043 | $343.6K | 0.11% | −6−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 4,042 | $343.5K | 0.03% | −500−11.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,034 | $342.9K | 0.08% | 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 |
| Cidel Asset Management Inc | 4,003 | $340.2K | 0.02% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 4,000 | $340.0K | 0.24% | −3,275−45.0% | Reduced |
| Salem Investment Counselors Inc | 3,973 | $337.7K | 0.01% | −1,574−28.4% | Reduced |
| Chaney Capital Management, Inc. | 3,970 | $337.4K | 0.16% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,952 | $335.8K | 0.04% | −101−2.5% | Reduced |
| 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 |
| Golden State Equity Partners | 3,864 | $328.4K | 0.06% | +255+7.1% | Added |
| Credit Industriel Et Commercial | 3,861 | $328.1K | 0.09% | +3,861 | New |
| CoreCap Advisors, LLC | 3,841 | $326.4K | 0.01% | +3,067+396.3% | Added |
| Citizens Financial Group Inc | 3,771 | $320.5K | 0.01% | +474+14.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,758 | $319.5K | 0.00% | −4,057−51.9% | Reduced |
| Howard Capital Management Inc. | 3,746 | $318.4K | 0.00% | +189+5.3% | Added |
| Carson Advisory Inc. | 3,740 | $317.9K | 0.22% | −487−11.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,733 | $317.3K | 0.05% | +90+2.5% | Added |
| Syon Capital LLC | 3,712 | $315.5K | 0.03% | −162−4.2% | Reduced |
| Covenant Asset Management, LLC | 3,704 | $314.8K | 0.07% | −311−7.7% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,694 | $314.0K | 0.24% | +3,694 | New |
| Empower Advisory Group, LLC | 3,691 | $313.7K | 0.00% | −243−6.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,686 | $313.3K | 0.02% | −496−11.9% | Reduced |
| Impact Asset Management GmbH | 3,684 | $313.1K | 0.12% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,783 | $312.4K | 0.02% | +185+5.1% | Added |
| Total Wealth Planning & Management, Inc. | 3,672 | $312.1K | 0.31% | +3,672 | New |
| Frank, Rimerman Advisors LLC | 3,653 | $310.5K | 0.02% | +38+1.1% | Added |
| White Pine Investment CO | 3,560 | $303.0K | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,550 | $301.7K | 0.05% | +3,550 | New |
| Warren Averett Asset Management, LLC | 3,549 | $301.6K | 0.00% | +3,549 | New |
| NorthRock Partners, LLC | 3,548 | $301.6K | 0.01% | −2,931−45.2% | Reduced |
| Chesley Taft & Associates LLC | 3,540 | $300.9K | 0.01% | +3,540 | New |
| Sargent Investment Group, LLC | 3,649 | $299.3K | 0.05% | +3,649 | New |
| 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 |
| Allworth Financial LP | 3,396 | $297.1K | 0.00% | +555+19.5% | Added |
| Beacon Pointe Advisors, LLC | 3,451 | $293.3K | 0.00% | −348−9.2% | Reduced |
| Westwood Wealth Management | 3,450 | $293.2K | 0.11% | +240+7.5% | Added |
| Huntington National Bank | 3,393 | $288.4K | 0.00% | +2,022+147.5% | Added |
| Valeo Financial Advisors, LLC | 3,387 | $287.8K | 0.01% | +348+11.5% | Added |
| Mindset Wealth Management, LLC | 3,295 | $280.0K | 0.10% | +3,295 | New |
| Harbour Capital Advisors, LLC | 3,030 | $279.2K | 0.06% | +3,030 | New |
| Smith, Moore & Co. | 3,235 | $274.9K | 0.03% | −85−2.6% | Reduced |
| Sicart Associates LLC | 3,230 | $274.5K | 0.10% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 3,208 | $272.6K | 0.05% | +3,208 | New |
| Sompo Asset Management Co., Ltd. | 3,200 | $272.0K | 0.05% | −5,740−64.2% | Reduced |
| Strategic Blueprint, LLC | 3,197 | $271.7K | 0.02% | +149+4.9% | Added |
| Berger Financial Group, Inc | 3,195 | $271.5K | 0.02% | −468−12.8% | Reduced |
| Aigen Investment Management, LP | 3,194 | $271.5K | 0.05% | +3,194 | New |
| Merit Financial Group, LLC | 3,188 | $270.9K | 0.00% | +3,188 | New |
| AE Wealth Management LLC | 3,181 | $270.3K | 0.00% | −29−0.9% | Reduced |
| RMR Wealth Builders | 3,140 | $266.9K | 0.03% | −456−12.7% | Reduced |
| Pinnacle Associates Ltd | 3,132 | $266.2K | 0.00% | +390+14.2% | Added |
| Silvercrest Asset Management Group LLC | 3,126 | $265.7K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,096 | $263.1K | 0.03% | −190−5.8% | Reduced |
| 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 |
| Powell Investment Advisors, LLC | 3,063 | $260.3K | 0.12% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,055 | $259.6K | 0.01% | +3,055 | New |
| SageView Advisory Group, LLC | 3,053 | $259.5K | 0.01% | +3,053 | New |
| Vance Wealth, Inc. | 3,029 | $257.4K | 0.10% | +3,029 | New |
| 180 Wealth Advisors, LLC | 3,026 | $257.2K | 0.04% | +3,026 | New |
| ICONIQ Capital, LLC | 3,024 | $257.0K | 0.00% | +3,024 | New |
| Whitaker-Myers Wealth Managers, LTD. | 3,014 | $256.2K | 0.07% | +3,014 | New |
| First Foundation Advisors | 3,010 | $255.8K | 0.01% | −332−9.9% | Reduced |
| Pacific Point Advisors, LLC | 3,000 | $255.0K | 0.15% | +3,000 | New |
| Bright Futures Wealth Management, LLC. | 2,828 | $254.6K | 0.23% | −1,298−31.5% | Reduced |
| Chicago Partners Investment Group LLC | 2,923 | $253.6K | 0.01% | −104−3.4% | Reduced |
| Private Trust Co NA | 2,983 | $253.5K | 0.03% | +1,609+117.1% | Added |
| Kathmere Capital Management, LLC | 2,967 | $252.2K | 0.02% | +2,967 | New |
| Octavia Wealth Advisors, LLC | 2,936 | $249.5K | 0.03% | −192−6.1% | Reduced |
| Fairfield, Bush & Co. | 2,935 | $249.4K | 0.15% | −55−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 2,928 | $248.9K | 0.00% | +2,928 | New |
| Congress Wealth Management LLC | 2,927 | $248.8K | 0.00% | +2,927 | New |
| 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 |
| Proequities, Inc. | 2,826 | $247.2K | 0.01% | −253−8.2% | Reduced |
| FJ Capital Management LLC | 2,906 | $247.0K | 0.03% | +2,906 | New |
| Jaffetilchin Investment Partners, LLC | 2,884 | $245.1K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 2,880 | $244.8K | 0.10% | −869−23.2% | Reduced |
| Meridian Wealth Advisors, LLC | 2,864 | $243.4K | 0.04% | −675−19.1% | Reduced |
| Independent Wealth Network Inc. | 2,862 | $243.2K | 0.10% | +2,862 | New |