XYZ · Company research
Block, Inc. (XYZ): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| CIDEL ASSET MANAGEMENT INC | 1621915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3018 | 229370 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Maven Securities LTD | 1633046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101100 | 7685116 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3043 | 231268 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Snowden Capital Advisors LLC | 1903055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5456 | 414656 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ulland Investment Advisors, LLC | 1911497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12593 | 957 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Axxion S.A. | 2030181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90000 | 6840000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quinn Opportunity Partners LLC | 1633275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155500 | 11818000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29403 | 2234628 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5407 | 411008 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Acropolis Investment Management, LLC | 1318601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1738 | 104593 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Point Break Capital Management, LLC | 1631943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34590 | 2628840 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Granite FO LLC | 2034090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 1292 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273204 | 20763504 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 805 | 61180 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 476900 | 36244400 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190 | 14440 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ADAPT Investment Managers SA | 2029917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125000 | 9500000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27508 | 2090592 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4470 | 339720 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Magnetar Financial LLC | 1352851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1852 | 140752 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483 | 36708 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| SC US (TTGP), LTD. | 1607841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 975051 | 74103876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 699 | 53124 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165315 | 12563940 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Siemens Fonds Invest GmbH | 1856637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11102 | 843752 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4484 | 340784 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8506 | 657517 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240 | 18240 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1114 | 84664 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185 | 14060 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Bitwise Funds Trust | 1928561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3617 | 274892 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79 | 6004 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13219 | 1004644 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sone Capital Management, LLC | 2026215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32768 | 2490368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aberdeen Wealth Management LLC | 1802654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 1140 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ASHTON THOMAS SECURITIES, LLC | 771572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5725 | 434530 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 3344 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Intellectus Partners, LLC | 1677253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9769 | 742419 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Candriam S.C.A. | 1537014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32242 | 2448034 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DOLIVER ADVISORS, LP | 938077 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6318 | 480168 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| waypoint wealth counsel | 1807909 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26000 | 24544 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262942 | 19983592 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113055 | 8595572 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4607488 | 350169088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Everhart Financial Group, Inc. | 1852858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5094 | 387144 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| CAZ INVESTMENTS LP | 1159363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 76000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203500 | 15466000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13685 | 1040060 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DHJJ Financial Advisors, Ltd. | 1844716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 380 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54852088 | 721738 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86100 | 6543600 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hamrick Investment Counsel, llc | 2126147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106 | 8056 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WESTPAC BANKING CORP | 719245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3900 | 296400 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Plan Group Financial, LLC | 1940033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3169 | 240844 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| TCW GROUP INC | 850401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9000 | 684000 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113276 | 8608976 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| BLUE JEAN FINANCIAL LLC | 2047089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74436 | 5657136 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5156 | 391874 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 936 | 71136 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 389 | 29564 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23055792 | 1752240192 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| 180 WEALTH ADVISORS, LLC | 1730817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7739 | 588164 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| JGP Wealth Management, LLC | 1748278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3176 | 241376 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3090 | 234 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6868 | 521968 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36772 | 2794676 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 18050 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29811 | 2265636 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Grant Private Wealth Management Inc | 2056418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3847 | 292372 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3605 | 281317 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JBGlobal.com LLC | 2051348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3838 | 291688 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4869 | 370044 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ADVENT CAPITAL MANAGEMENT /DE/ | 1097278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3981000 | 3780623 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 490 | 37240 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60 | 4560 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7504 | 570 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16538 | 1256 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12278 | 933195 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44901 | 3503176 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 620 | 47120 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.