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Block (XYZ) Institutional Ownership

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$74.00 -3.26 (-4.22%)
As of 08/1/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Block (NYSE:XYZ)

Current
Institutional Ownership
Percentage
70.44%
Number of
Institutional Buyers
(last 12 months)
322
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$922.98M
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XYZ Institutional Buying and Selling by Quarter

Block Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Mizuho Markets Cayman LP12,835$872K0.1%N/A0.002%
8/1/2025Howard Capital Management Inc.4,301$292K0.0%N/A0.001%
8/1/2025Motley Fool Asset Management LLC30,251$2.06M0.1%N/A0.005%
8/1/2025IQ EQ FUND MANAGEMENT IRELAND Ltd56,435$3.83M0.3%N/A0.009%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund125,873$8.55M0.1%N/A0.020%
8/1/2025Teacher Retirement System of Texas84,932$5.77M0.0%N/A0.014%
8/1/2025Bessemer Group Inc.918,429$62.39M0.1%N/A0.149%
8/1/2025Koss Olinger Consulting LLC14,631$994K0.1%N/A0.002%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd90,101$6.09M0.2%N/A0.015%
8/1/2025Twin Lakes Capital Management LLC679$46K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.252,552$17.16M0.0%N/A0.041%
8/1/2025Lane Generational LLC88,963$6.04M5.6%N/A0.014%
7/31/2025 Nisa Investment Advisors LLC56,000$3.80M0.0%N/A0.009%
7/31/2025 Wealthfront Advisers LLC44,931$3.05M0.0%N/A0.007%
7/31/2025 Optimum Investment Advisors1,129$77K0.0%N/A0.000%
7/31/2025 Brighton Jones LLC4,690$319K0.0%N/A0.001%
7/31/2025 AG2R LA Mondiale Gestion D Actifs23,607$1.60M0.1%N/A0.004%
7/31/2025 City State Bank925$63K0.0%N/A0.000%
7/31/2025 State of New Jersey Common Pension Fund D188,814$12.83M0.0%N/A0.031%
7/31/2025 CNB Bank746$51K0.0%N/A0.000%
7/31/2025 Washington Trust Advisors Inc.759$52K0.0%N/A0.000%
7/31/2025 AlphaQuest LLC3,046$207K0.0%N/A0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.3,006,375$204.22M0.1%N/A0.489%
7/31/2025 Moloney Securities Asset Management LLC59,803$4.06M0.5%N/A0.010%
7/31/2025 GLOBALT Investments LLC GA8,718$592K0.0%N/A0.001%
7/31/2025 LJI Wealth Management LLC7,110$483K0.1%N/A0.001%
7/31/2025 Asset Management One Co. Ltd.218,610$14.85M0.0%N/A0.036%
7/31/2025 180 Wealth Advisors LLC7,840$533K0.1%N/A0.001%
7/31/2025 Alamar Capital Management LLC46,950$3.19M1.7%N/A0.008%
7/31/2025 Moser Wealth Advisors LLC4,257$289K0.1%N/A0.001%
7/31/2025 CAP Partners LLC4,399$299K0.2%N/A0.001%
7/30/2025 Forum Financial Management LP9,037$614K0.0%N/A0.001%
7/30/2025 Ethic Inc.32,714$2.18M0.0%N/A0.005%
7/30/2025 ARK Investment Management LLC3,091,655$210.02M1.5%N/A0.503%
7/30/2025 Rehmann Capital Advisory Group3,249$221K0.0%N/A0.001%
7/30/2025 FNY Investment Advisers LLC4,434$301K0.1%N/A0.001%
7/30/2025 Private Capital Advisors Inc.5,600$380K0.0%N/A0.001%
7/30/2025 D.A. Davidson & CO.15,720$1.07M0.0%N/A0.003%
7/30/2025 Cullen Frost Bankers Inc.1,068$73K0.0%N/A0.000%
7/30/2025 Argonautica Private Wealth Management Inc.8,856$602K0.2%N/A0.001%
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7/30/2025 Whittier Trust Co.1,406$96K0.0%N/A0.000%
7/30/2025 Avidian Wealth Enterprises LLC4,448$302K0.0%N/A0.001%
7/30/2025 DekaBank Deutsche Girozentrale541,204$36.35M0.1%N/A0.088%
7/30/2025 Financial Perspectives Inc2,300$156K0.0%N/A0.000%
7/30/2025 Crewe Advisors LLC674$46K0.0%N/A0.000%
7/29/2025 Stephens Inc. AR15,317$1.04M0.0%N/A0.002%
7/29/2025 Cidel Asset Management Inc.4,572$311K0.0%N/A0.001%
7/29/2025 Chicago Partners Investment Group LLC4,265$290K0.0%N/A0.001%
7/29/2025 Conway Capital Management Inc.4,270$290K0.1%N/A0.001%
7/29/2025 Otter Creek Advisors LLC64,834$4.40M3.1%N/A0.011%
7/29/2025 Hartline Investment Corp3,895$265K0.0%N/A0.001%
7/29/2025 Stratos Wealth Partners LTD.9,085$617K0.0%N/A0.001%
7/29/2025 AssuredPartners Investment Advisors LLC4,566$310K0.1%N/A0.001%
7/29/2025 Stratos Wealth Advisors LLC8,314$565K0.0%N/A0.001%
7/29/2025 Private Trust Co. NA1,387$94K0.0%N/A0.000%
7/29/2025 SilverOak Wealth Management LLC3,204$218K0.0%N/A0.001%
7/29/2025 Nordea Investment Management AB45,725$3.11M0.0%N/A0.007%
7/29/2025 Praxis Investment Management Inc.7,480$508K0.0%N/A0.001%
7/29/2025 S Bank Fund Management Ltd1,348$92K0.0%N/A0.000%
1/22/2025 PFG Investments LLC14,695$1.25M0.1%-6.2%0.002%
1/22/2025 Drive Wealth Management LLC23,735$2.02M0.5%-2.1%0.004%
1/22/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,154$778K0.0%+183.8%0.001%
1/21/2025Guerra Pan Advisors LLC2,486$211K0.2%N/A0.000%
1/21/2025 Jamison Private Wealth Management Inc.8,408$715K0.1%-5.2%0.001%
1/21/2025 Moody Lynn & Lieberson LLC44,413$3.78M0.2%N/A0.007%
1/21/2025Flagship Harbor Advisors LLC11,313$962K0.1%-8.6%0.002%
1/21/2025 Toth Financial Advisory Corp7,300$620K0.1%+18,150.0%0.001%
1/21/2025 Nepsis Inc.114,941$9.77M1.4%N/A0.019%
1/21/2025Harel Insurance Investments & Financial Services Ltd.1,692$144K0.0%-11.4%0.000%
1/21/2025 Exchange Traded Concepts LLC28,594$2.43M0.0%+117.9%0.005%
1/21/2025 Private Capital Advisors Inc.185,043$15.73M1.9%N/A0.030%
1/21/2025 Financial Partners Group LLC2,880$245K0.1%-23.2%0.000%
1/21/2025Cornerstone Wealth Management LLC3,686$313K0.0%-11.9%0.001%
1/21/2025 Brighton Jones LLC4,650$395K0.0%+10.8%0.001%
1/17/2025 Key Client Fiduciary Advisors LLC8,340$709K0.3%+1.4%0.001%
1/17/2025Whalen Wealth Management Inc.6,202$527K0.4%N/A0.001%
1/17/2025 Avior Wealth Management LLC7,257$617K0.0%-3.8%0.001%
1/17/2025 Mutual Advisors LLC5,040$435K0.0%+11.0%0.001%
1/17/2025 Independent Wealth Network Inc.2,862$243K0.1%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC27,401$2.33M0.0%-27.5%0.004%
1/17/2025SG Americas Securities LLC8,526$725K0.0%-59.0%0.001%
1/17/2025 Magnus Financial Group LLC2,558$217K0.0%N/A0.000%
1/17/2025Simon Quick Advisors LLC2,390$203K0.0%N/A0.000%
1/17/2025 Red Spruce Capital LLC15,740$1.34M0.6%+6.9%0.003%
1/17/2025 Octavia Wealth Advisors LLC2,936$250K0.0%-6.1%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.6,000$510K0.2%N/A0.001%
1/17/2025 JBGlobal.com LLC8,713$741K0.8%N/A0.001%
1/17/2025Atomi Financial Group Inc.11,294$960K0.0%+21.7%0.002%
1/17/2025 Chesley Taft & Associates LLC3,540$301K0.0%N/A0.001%
1/17/2025Alpha Cubed Investments LLC12,529$1.07M0.0%N/A0.002%
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1/17/2025 TB Alternative Assets Ltd.41,529$3.53M0.9%N/A0.007%
1/17/2025 Perpetual Ltd126,828$10.78M0.1%N/A0.020%
1/16/2025 Legal Advantage Investments Inc.23,160$1.97M1.0%+13.2%0.004%
1/16/2025 Ballentine Partners LLC7,592$645K0.0%+18.1%0.001%
1/16/2025 Ulland Investment Advisors LLC2,135$181K0.1%+92.3%0.000%
1/16/2025 Harbor Investment Advisory LLC4,735$402K0.0%+31.2%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB418$36K0.0%+48.2%0.000%
1/16/2025 Lee Johnson Capital Management LLC44,209$3.76M2.0%N/A0.007%
1/16/2025 UMB Bank n.a.56,462$4.80M0.1%+2,352.7%0.009%
1/16/2025Diversify Advisory Services LLC15,931$1.32M0.1%N/A0.003%
(Data available from 1/1/2016 forward)

XYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XYZ shares?

During the previous two years, 841 institutional investors and hedge funds held shares of Block. The most heavily invested institutionals were Vanguard Group Inc. ($3.09B), Capital World Investors ($1.11B), Sands Capital Management LLC ($1.06B), FMR LLC ($918.61M), Nikko Asset Management Americas Inc. ($706.93M), Baillie Gifford & Co. ($686.95M), and Geode Capital Management LLC ($581.92M).Learn more on Block's institutional investors.

What percentage of Block's stock is owned by institutional investors?

70.44% of Block's stock is owned by institutional investors. Learn more on XYZ's institutional investor holdings.

Which institutional investors have been buying Block's stock?

Of the 694 institutional investors that purchased Block's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($10.07M), Lone Pine Capital LLC ($7.54M), Norges Bank ($6.84M), ARK Investment Management LLC ($4.25M), Sumitomo Mitsui Trust Group Inc. ($3.01M), Vanguard Group Inc. ($2.18M), and Trivest Advisors Ltd ($2.03M).

How much institutional buying is happening at Block?

Institutional investors have bought a total of 22,012,908 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Which of Block's major shareholders have been selling company stock?

Of the 178 institutional investors that sold Block's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: New York State Common Retirement Fund ($4.44M), ARK Investment Management LLC ($1.67M), Bares Capital Management Inc. ($1.01M), SG Americas Securities LLC ($943.80K), Sumitomo Mitsui Trust Group Inc. ($907.67K), KBC Group NV ($712.75K), and Connor Clark & Lunn Investment Management Ltd. ($676.11K).

How much institutional selling is happening at Block?

Institutional investors have sold a total of 15,270,897 shares in the last 24 months. This volume of shares sold represents approximately $922.98M in transactions.



This page (NYSE:XYZ) was last updated on 8/2/2025 by MarketBeat.com Staff
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