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, Q1 2025
Institutional positions in Block, Inc. as of Mar 31, 2025. 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
- 1,014
- −108 vs. Q4 2024
- Shares held
- 402.0M
- +4.90M (+1.2%) vs. Q4 2024
- Total value
- $21.8B
- −$11.9B (−35.3%) vs. Q4 2024
- New holders
- 124
- 334 more added
- Sold out
- 232
- 392 more reduced
18 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 3,700 | $201.0K | 0.01% | +185+5.3% | Added |
| JBGlobal.com LLC | 3,729 | $202.6K | 0.21% | −4,984−57.2% | Reduced |
| Citizens Financial Group Inc | 3,777 | $205.2K | 0.00% | +6+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 3,812 | $207.1K | 0.00% | −221−5.5% | Reduced |
| Mutual Advisors, LLC | 3,570 | $207.4K | 0.01% | −1,470−29.2% | Reduced |
| Parallel Advisors, LLC | 3,848 | $209.1K | 0.00% | −259−6.3% | Reduced |
| Canvas Wealth Advisors, LLC | 3,863 | $209.9K | 0.05% | +3,863 | New |
| Synovus Financial Corp | 3,870 | $210.3K | 0.00% | −2,597−40.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,878 | $210.7K | 0.02% | +225+6.2% | Added |
| Wealthcare Advisory Partners LLC | 3,884 | $211.0K | 0.01% | −4,181−51.8% | Reduced |
| Integrity Alliance, LLC. | 3,903 | $212.1K | 0.01% | +3,903 | New |
| Agf Management Ltd | 3,905 | $212.2K | 0.00% | −785−16.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,910 | $212.5K | 0.00% | +152+4.0% | Added |
| Prosperity Consulting Group, LLC | 3,913 | $212.6K | 0.02% | +3,913 | New |
| Simon Quick Advisors, LLC | 3,932 | $213.6K | 0.01% | +1,542+64.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,948 | $214.5K | 0.01% | −121−3.0% | Reduced |
| Cardiff Park Advisors, LLC | 3,964 | $215.4K | 0.02% | −170−4.1% | Reduced |
| Vista Investment Partners II, LLC | 3,964 | $215.4K | 0.12% | +1,356+52.0% | Added |
| Chaney Capital Management, Inc. | 3,970 | $215.7K | 0.10% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 4,000 | $217.3K | 0.16% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,020 | $218.4K | 0.02% | +880+28.0% | Added |
| Monterey Private Wealth, Inc. | 4,044 | $219.7K | 0.06% | +10.0% | Added |
| MCF Advisors LLC | 4,048 | $219.9K | 0.02% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 4,066 | $220.9K | 0.03% | −5,280−56.5% | Reduced |
| Davenport & Co LLC | 4,070 | $221.1K | 0.00% | +24+0.6% | Added |
| Franklin Street Advisors Inc | 4,095 | $222.0K | 0.02% | −30,200−88.1% | Reduced |
| 180 Wealth Advisors, LLC | 4,087 | $222.0K | 0.04% | +1,061+35.1% | Added |
| Financial Sense Advisors, Inc. | 4,095 | $222.5K | 0.06% | −54,859−93.1% | Reduced |
| Pitti Group Wealth Management, LLC | 4,098 | $222.6K | 0.23% | −33−0.8% | Reduced |
| Bluesphere Advisors, LLC | 4,146 | $225.3K | 0.13% | −582−12.3% | Reduced |
| Bradley Foster & Sargent Inc | 4,162 | $226.1K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,168 | $226.4K | 0.02% | −2,700−39.3% | Reduced |
| Simmons Bank | 4,212 | $228.8K | 0.02% | −33−0.8% | Reduced |
| Western Wealth Management, LLC | 4,245 | $230.6K | 0.02% | −229−5.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,249 | $230.8K | 0.01% | 00.0% | Unchanged |
| CAP Partners, LLC | 4,254 | $231.1K | 0.17% | −297−6.5% | Reduced |
| Conway Capital Management, Inc. | 4,270 | $232.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,276 | $232.3K | 0.03% | −28−0.7% | Reduced |
| Addison Capital Co | 4,282 | $232.6K | 0.09% | −290−6.3% | Reduced |
| Fairman Group, LLC | 2,750 | $233.7K | 0.21% | 00.0% | Unchanged |
| Ghe, LLC | 4,300 | $234.0K | 0.11% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,315 | $234.4K | 0.02% | +312+7.8% | Added |
| Axxcess Wealth Management, LLC | 4,323 | $234.9K | 0.01% | −1,720−28.5% | Reduced |
| Brighton Jones LLC | 4,331 | $235.3K | 0.01% | −319−6.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,360 | $236.9K | 0.01% | +107+2.5% | Added |
| Caxton Associates LLP | 4,370 | $237.4K | 0.01% | +4,370 | New |
| Mindset Wealth Management, LLC | 4,387 | $238.3K | 0.09% | +1,092+33.1% | Added |
| Greenleaf Trust | 4,455 | $242.0K | 0.00% | +364+8.9% | Added |
| Avidian Wealth Solutions, LLC | 4,461 | $242.4K | 0.01% | −58−1.3% | Reduced |
| Ausdal Financial Partners, Inc. | 4,467 | $242.7K | 0.02% | +1,551+53.2% | Added |
| Carson Advisory Inc. | 4,490 | $243.9K | 0.16% | +750+20.1% | Added |
| Crossmark Global Holdings, Inc. | 4,542 | $246.8K | 0.00% | −41−0.9% | Reduced |
| NorthRock Partners, LLC | 4,577 | $248.7K | 0.01% | +1,029+29.0% | Added |
| Element Pointe Advisors, LLC | 4,582 | $248.9K | 0.06% | −45−1.0% | Reduced |
| HighPoint Advisor Group LLC | 4,184 | $249.2K | 0.01% | +401+10.6% | Added |
| Lazari Capital Management, Inc. | 4,587 | $249.2K | 0.10% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 4,600 | $249.9K | 0.04% | +4,600 | New |
| Freestone Capital Holdings, LLC | 4,604 | $250.1K | 0.01% | −567−11.0% | Reduced |
| Ashton Thomas Securities, LLC | 4,637 | $251.9K | 0.07% | −70−1.5% | Reduced |
| Union Bancaire Privee, UBP SA | 4,206 | $252.6K | 0.00% | −522−11.0% | Reduced |
| Harbor Investment Advisory, LLC | 4,730 | $257.0K | 0.03% | −5−0.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,866 | $264.4K | 0.04% | −1,545−24.1% | Reduced |
| Rehmann Capital Advisory Group | 4,883 | $265.3K | 0.02% | +4,883 | New |
| Camden Capital, LLC | 4,878 | $266.4K | 0.03% | +926+23.4% | Added |
| Alpine Global Management, LLC | 4,936 | $268.2K | 0.07% | +4,936 | New |
| Sanders Morris Harris LLC | 4,870 | $269.3K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,984 | $270.8K | 0.02% | −300−5.7% | Reduced |
| American Assets Investment Management, LLC | 5,000 | $271.6K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,002 | $271.8K | 0.01% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 5,108 | $277.5K | 0.28% | +300+6.2% | Added |
| Portside Wealth Group, LLC | 5,122 | $278.3K | 0.05% | +596+13.2% | Added |
| Stonekeep Investments, LLC | 5,140 | $279.2K | 0.21% | +534+11.6% | Added |
| IHT Wealth Management, LLC | 5,149 | $279.7K | 0.01% | −169−3.2% | Reduced |
| Chesley Taft & Associates LLC | 5,190 | $282.0K | 0.01% | +1,650+46.6% | Added |
| Seelaus Asset Management LLC | 5,210 | $283.1K | 0.27% | +5,210 | New |
| Aaron Wealth Advisors | 5,216 | $283.4K | 0.03% | −481−8.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 5,254 | $285.4K | 0.26% | −6,834−56.5% | Reduced |
| Ascent Group, LLC | 5,255 | $285.5K | 0.01% | +221+4.4% | Added |
| Valeo Financial Advisors, LLC | 5,264 | $286.0K | 0.01% | +1,877+55.4% | Added |
| Tyler-Stone Wealth Management | 5,350 | $290.7K | 0.05% | −40−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,357 | $291.0K | 0.01% | −1,900−26.2% | Reduced |
| Cim Investment Mangement Inc | 5,374 | $292.0K | 0.07% | −34−0.6% | Reduced |
| DC Investments Management, LLC | 5,438 | $295.4K | 0.15% | +5,438 | New |
| Goldstone Financial Group, LLC | 5,463 | $296.8K | 0.04% | +2,758+102.0% | Added |
| Atlas Capital Advisors LLC | 5,487 | $298.1K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,503 | $299.0K | 0.12% | −3,052−35.7% | Reduced |
| Moors & Cabot, Inc. | 5,513 | $299.5K | 0.02% | −1,239−18.4% | Reduced |
| Custom Index Systems, LLC | 5,569 | $302.6K | 0.15% | +5,569 | New |
| Resources Investment Advisors, LLC. | 5,571 | $302.7K | 0.00% | +3+0.1% | Added |
| Cigna Investments Inc | 5,632 | $306.0K | 0.06% | −65−1.1% | Reduced |
| Teza Capital Management LLC | 5,645 | $306.7K | 0.14% | +5,645 | New |
| LJI Wealth Management, LLC | 5,770 | $313.5K | 0.06% | +5,770 | New |
| Private Capital Advisors, Inc. | 5,790 | $314.6K | 0.04% | −179,253−96.9% | Reduced |
| Capital Investment Advisory Services, LLC | 5,803 | $315.3K | 0.03% | +330+6.0% | Added |
| Kingswood Wealth Advisors, LLC | 5,823 | $316.8K | 0.03% | −955−14.1% | Reduced |
| Drive Wealth Management, LLC | 5,835 | $317.0K | 0.07% | −17,900−75.4% | Reduced |
| Keudell/Morrison Wealth Management | 5,836 | $317.1K | 0.07% | +552+10.4% | Added |
| State of Wyoming | 5,841 | $317.3K | 0.04% | +359+6.5% | Added |
| Farther Finance Advisors, LLC | 5,744 | $318.3K | 0.01% | +1,301+29.3% | Added |
| Moser Wealth Advisors, LLC | 5,865 | $318.6K | 0.17% | −400−6.4% | Reduced |