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Block (XYZ) Institutional Ownership

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$82.90 +0.65 (+0.78%)
As of 10:26 AM Eastern
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Institutional Ownership Changes (13F Filings) for Block (NYSE:XYZ)

Current
Institutional Ownership
Percentage
70.44%
Number of
Institutional Buyers
(last 12 months)
494
Total
Institutional Inflows
(last 12 months)
$4.70B
Number of
Institutional Sellers
(last 12 months)
333
Total
Institutional Outflows
(last 12 months)
$3.91B
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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
11/13/2026Bleakley Financial Group LLC14,373$1.06M0.0%+5.6%0.002%
11/13/2026Lifeworks Advisors LLC88,000$6.47M0.6%N/A0.015%
11/13/2026BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp66,761$4.91M0.0%-13.0%0.011%
11/12/2026Meeder Advisory Services Inc.9,727$715K0.0%+47.3%0.002%
11/12/2026Benjamin Edwards Inc.17,169$1.26M0.0%+23.1%0.003%
11/12/2026First Trust Advisors LP92,203$6.78M0.0%-59.7%0.015%
11/12/2026Resona Asset Management Co. Ltd.144,856$10.67M0.1%+0.5%0.024%
11/12/2026E Fund Management Hong Kong Co. Ltd.943$69K0.0%+37.3%0.000%
11/11/2026 Advisors Asset Management Inc.145,156$10.67M0.1%N/A0.024%
11/11/2026 Private Wealth Asset Management LLC2,487$183K0.0%N/A0.000%
11/11/2026 Private Advisor Group LLC24,379$1.79M0.0%+25.2%0.004%
11/11/2026 Ieq Capital LLC23,339$1.72M0.0%+50.1%0.004%
11/11/2026 Independent Advisor Alliance4,544$334K0.0%-3.5%0.001%
11/10/2026 Landscape Capital Management L.L.C.41,907$3.08M0.2%-27.1%0.007%
11/10/2026 Prasad Wealth Partners LLC4,850$357K0.1%-4.1%0.001%
11/10/2026 Public Sector Pension Investment Board124,588$9.57M0.0%+26.1%0.021%
11/10/2026 Global Retirement Partners LLC20,149$1.48M0.0%+52.5%0.003%
11/10/2026 South Dakota Investment Council5,000$368K0.0%-5.7%0.001%
11/10/2026 Garrison Point Advisors LLC13,488$992K0.4%-1.0%0.002%
11/10/2026 Rothschild Investment LLC1,701$125K0.0%+18.5%0.000%
11/10/2026 Banco Santander S.A.57,492$4.23M0.0%+6.1%0.010%
11/10/2026 Teachers Retirement System of The State of Kentucky140,361$10.32M0.1%-5.2%0.023%
11/10/2026 HighTower Advisors LLC58,641$4.31M0.0%+5.8%0.010%
11/9/2026 Intech Investment Management LLC28,509$2.10M0.0%-10.4%0.005%
11/9/2026 Morse Asset Management Inc1,085$80K0.0%+27.6%0.000%
11/9/2026 Silver Oak Securities Incorporated10,866$799K0.1%-10.1%0.002%
11/9/2026 Hantz Financial Services Inc.3,720$274K0.0%+6.9%0.001%
11/9/2026 Harbour Investments Inc.20,206$1.49M0.0%-11.4%0.003%
11/9/2026 Danske Bank A S274,756$20.20M0.0%-25.5%0.046%
11/7/2026 Mawer Investment Management Ltd.143,226$10.53M0.1%-17.1%0.024%
11/7/2026 Wellington Grp LLC17,957$1.32M0.3%+60.9%0.003%
11/7/2026 Diversified Trust Co5,426$399K0.0%N/A0.001%
11/6/2026 Aberdeen Group plc377,997$27.79M0.0%-8.6%0.063%
11/6/2026 Carson Advisory Inc.8,150$599K0.3%-4.7%0.001%
11/6/2026 Allworth Financial LP7,585$576K0.0%+14.4%0.001%
11/6/2026 Fisher Asset Management LLC4,968$365K0.0%-2.8%0.001%
11/6/2026 Russell Investments Group Ltd.782,252$57.53M0.1%+4.7%0.130%
11/6/2026 Eurizon Capital SGR S.p.A.37,205$2.74M0.0%-1.6%0.006%
11/6/2026 Fifth Third Bancorp68,798$5.06M0.0%+0.8%0.011%
11/5/2026 Maryland State Retirement & Pension System31,914$2.35M0.0%+11.2%0.005%
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11/5/2026 Jacobi Capital Management LLC1,709$126K0.0%N/A0.000%
11/5/2026 First Command Advisory Services Inc.2,950$217K0.0%+209.9%0.000%
11/5/2026 Knights of Columbus Asset Advisors LLC41,035$3.02M0.1%N/A0.007%
11/5/2026 Lido Advisors LLC38,895$2.86M0.0%+10.8%0.006%
11/5/2026 Keybank National Association OH9,004$662K0.0%+11.0%0.001%
11/4/2026 New York Life Investment Management LLC75,285$5.54M0.0%+0.9%0.013%
11/4/2026 Gen Wealth Partners Inc13,689$1.01M0.3%+14.2%0.002%
11/4/2026 71 West Capital Partners6,381$469K0.0%+9.2%0.001%
11/4/2026 AlphaCore Capital LLC2,909$214K0.0%N/A0.000%
11/4/2026 Retirement Systems of Alabama113,411$8.34M0.0%+0.9%0.019%
11/4/2026 Fulcrum Asset Management LLP5,945$440K0.0%N/A0.001%
11/4/2026 Allspring Global Investments Holdings LLC31,238$2.31M0.0%+8.8%0.005%
11/4/2026 Hohimer Wealth Management LLC15,253$1.12M0.1%N/A0.003%
11/4/2026 University of Texas Texas AM Investment Management Co.659$48K0.0%N/A0.000%
11/4/2026 Brighton Jones LLC7,846$577K0.0%-7.8%0.001%
11/4/2026 Candriam S.C.A.25,411$1.88M0.0%-21.2%0.004%
11/3/2026 Ethic Inc.22,346$1.64M0.0%-0.6%0.004%
11/3/2026 180 Wealth Advisors LLC7,027$517K0.0%-9.2%0.001%
11/3/2026 Pictet Asset Management Holding SA224,905$16.54M0.0%-3.1%0.037%
11/3/2026 Formidable Asset Management LLC15,652$1.19M0.2%N/A0.003%
11/3/2026 Verus Capital Partners LLC3,619$266K0.0%N/A0.001%
11/3/2026 Parallel Advisors LLC9,908$729K0.0%-6.5%0.002%
11/3/2026 United Advisor Group LLC3,100$228K0.0%-53.3%0.001%
11/3/2026 Alps Advisors Inc.13,427$987K0.0%-9.3%0.002%
11/3/2026 Ashton Thomas Private Wealth LLC3,730$274K0.0%+17.1%0.001%
11/3/2026 Heritage Family Offices LLP1,376$101K0.0%N/A0.000%
11/3/2026 Alamar Capital Management LLC12,925$950K0.5%-48.6%0.002%
11/2/2026 Alta Advisers Ltd3,887$286K0.0%N/A0.001%
11/2/2026 Kestra Advisory Services LLC48,164$3.54M0.0%+10.8%0.008%
11/2/2026 Claro Advisors Inc.3,075$226K0.0%+15.8%0.001%
11/2/2026 Inscription Capital LLC11,309$832K0.1%+11.4%0.002%
11/2/2026 Commonwealth Equity Services LLC56,593$4.16M0.0%+10.3%0.009%
10/31/2026 Kestra Private Wealth Services LLC16,438$1.21M0.0%-37.4%0.003%
10/31/2026 Chicago Partners Investment Group LLC11,522$881K0.0%+12.0%0.002%
10/31/2026 Covestor Ltd522$38K0.0%-39.8%0.000%
10/30/2026 Rakuten Investment Management Inc.95,310$7.06M0.0%+10.6%0.016%
10/30/2026 AIA Group Ltd25,305$1.86M0.0%+284.6%0.004%
10/30/2026 Third View Private Wealth LLC26,758$1.97M0.2%-2.7%0.004%
10/30/2026 Provenance Wealth Advisors LLC804$59K0.0%N/A0.000%
10/30/2026 Integrity Alliance LLC.3,468$255K0.0%N/A0.001%
10/30/2026 Oregon Public Employees Retirement Fund66,483$4.89M0.1%+1.1%0.011%
10/30/2026 Next Level Wealth Planning LLC2,334$172K0.1%N/A0.000%
10/30/2026 Keeler Thomas Management LLC23,974$1.76M0.7%-1.7%0.004%
10/29/2026 Sicart Associates LLC106,133$8.27M2.0%+0.9%0.018%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich7,925$583K0.0%-4.3%0.001%
10/29/2026 Sumitomo Mitsui Trust Group Inc.3,194,419$234.89M0.1%+18.3%0.532%
10/29/2026 Mirae Asset Global Investments Co. Ltd.185,770$13.66M0.0%N/A0.031%
10/29/2026 Profund Advisors LLC5,037$370K0.0%+12.3%0.001%
10/29/2026 ProShare Advisors LLC121,410$8.93M0.0%+0.3%0.020%
10/29/2026 Vise Technologies Inc.21,068$1.55M0.0%+37.4%0.004%
The investigation Porter spent tens of thousands to document (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
10/29/2026 Cidel Asset Management Inc.3,375$248K0.0%+11.8%0.001%
10/29/2026 State of Wyoming5,122$377K0.0%+166.6%0.001%
10/28/2026 Partners Wealth Management LLC7,283$536K0.1%N/A0.001%
10/28/2026 Soltis Investment Advisors LLC4,787$352K0.0%+4.7%0.001%
10/28/2026 Choreo LLC10,102$743K0.0%+19.9%0.002%
10/28/2026 Interchange Capital Partners LLC4,952$364K0.1%+27.4%0.000%
10/28/2026 Motley Fool Asset Management LLC43,480$3.20M0.1%-1.3%0.000%
10/28/2026 North Dakota State Investment Board15,947$1.17M0.0%-51.3%0.000%
10/27/2026 Asset Management One Co. Ltd.219,496$16.14M0.0%-0.1%0.037%
10/27/2026 Ashton Thomas Securities LLC5,885$433K0.0%+2.8%0.001%


XYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 985 institutional investors and hedge funds held shares of Block. The most heavily invested institutionals were Vanguard Group Inc. ($4.37B), Capital World Investors ($1.04B), Geode Capital Management LLC ($934.12M), Baillie Gifford & Co. ($642.82M), BlackRock Inc. ($621.70M), Loomis Sayles & Co. L P ($489.61M), and Norges Bank ($484.39M).Learn more on Block's institutional investors.

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

Of the 891 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: Vanguard Group Inc. ($67.63M), BlackRock Inc. ($16.33M), Norges Bank ($13.56M), Capital World Investors ($12.16M), Sands Capital Management LLC ($11.60M), Geode Capital Management LLC ($9.58M), and Dragoneer Investment Group LLC ($9.23M).

Institutional investors have bought a total of 67,844,274 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

Of the 323 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: Daiwa Securities Group Inc. ($12.80M), Sands Capital Management LLC ($5.67M), New York State Common Retirement Fund ($4.38M), Dragoneer Investment Group LLC ($4.26M), Lombard Odier Asset Management Europe Ltd ($3.90M), Ameriprise Financial Inc. ($2.69M), and Tiger Global Management LLC ($2.36M).

Institutional investors have sold a total of 58,900,279 shares in the last 24 months. This volume of shares sold represents approximately $3.91B in transactions.



Institutional ownership data for NYSE:XYZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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