Block (SQ) Institutional Ownership

$60.16

-1.42 (-2.31%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 70.44%
Number of Institutional Buyers (last 12 months): 536
Total Institutional Inflows (last 12 months): $4.23B

Number of Institutional Sellers (last 12 months): 332
Total Institutional Outflows (last 12 months): $4.59B

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SQ Institutional Buying and Selling by Quarter

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Block Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	25,296	$1.63M	0.1%	-6.3%	0.004%
7/26/2024	Patriot Financial Group Insurance Agency LLC	3,733	$241K	0.0%	N/A	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	101,057	$6.52M	0.0%	+3.4%	0.016%
7/26/2024	Atomi Financial Group Inc.	8,691	$560K	0.0%	+6.8%	0.001%
7/26/2024	ARK Investment Management LLC	8,292,502	$534.78M	4.7%	-17.5%	1.344%
7/26/2024	Summit Securities Group LLC	1,000	$64K	0.0%	-117.5%	0.000%
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7/26/2024	AlphaStar Capital Management LLC	17,753	$1.15M	0.1%	N/A	0.003%
7/26/2024	Allspring Global Investments Holdings LLC	270,777	$17.46M	0.0%	-10.7%	0.044%
7/25/2024	Addison Capital Co	4,591	$296K	0.1%	-3.5%	0.001%
7/25/2024	Raymond James Trust N.A.	18,759	$1.21M	0.0%	+5.3%	0.003%
7/25/2024	Tempus Wealth Planning LLC	5,403	$348K	0.1%	+5.1%	0.001%
7/25/2024	Institute for Wealth Management LLC.	23,138	$1.49M	0.2%	+1.9%	0.004%
7/25/2024	Baillie Gifford & Co.	10,085,229	$650.40M	0.5%	+45.7%	1.634%
7/25/2024	Mn Services Vermogensbeheer B.V.	217,500	$14.03M	0.1%	-2.8%	0.035%
7/24/2024	LRI Investments LLC	741	$48K	0.0%	+85.3%	0.000%
7/24/2024	Zweig DiMenna Associates LLC	21,350	$1.38M	0.2%	-29.5%	0.003%
7/24/2024	Everhart Financial Group Inc.	3,241	$209K	0.1%	+15.3%	0.001%
7/24/2024	Secure Asset Management LLC	12,448	$803K	0.2%	+254.8%	0.002%
7/24/2024	Unique Wealth Strategies LLC	525	$34K	0.0%	N/A	0.000%
7/23/2024	Griffin Asset Management Inc.	19,530	$1.26M	0.1%	+276.3%	0.003%
7/23/2024	RMR Wealth Builders	3,391	$219K	0.0%	+27.7%	0.001%
7/23/2024	Shelton Wealth Management LLC	14,645	$944K	0.5%	N/A	0.002%
7/23/2024	Fifth Third Wealth Advisors LLC	3,107	$200K	0.0%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	21,779	$1.41M	0.0%	+34.1%	0.004%
7/22/2024	Hobbs Group Advisors LLC	761	$49K	0.0%	N/A	0.000%
7/22/2024	SeaCrest Wealth Management LLC	15,366	$991K	0.1%	-2.0%	0.002%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	460	$29K	0.0%	-54.0%	0.000%
7/20/2024	First Horizon Advisors Inc.	2,184	$141K	0.0%	-11.8%	0.000%
7/19/2024	BTC Capital Management Inc.	7,006	$452K	0.0%	+19.4%	0.001%
7/19/2024	Boomfish Wealth Group LLC	13,111	$846K	0.5%	+8.3%	0.002%
7/19/2024	Hoylecohen LLC	4,895	$316K	0.0%	-20.7%	0.001%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	8,789,741	$566.85M	0.4%	-9.9%	1.425%
7/19/2024	CFM Wealth Partners LLC	8,060	$520K	0.1%	-3.1%	0.001%
7/19/2024	Intellectus Partners LLC	15,304	$987K	0.3%	-36.0%	0.002%
7/18/2024	Blue Trust Inc.	2,167	$140K	0.0%	+2,230.1%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	4,581	$295K	0.1%	-27.5%	0.001%
7/18/2024	Chaney Capital Management Inc.	3,970	$256K	0.2%	N/A	0.001%
7/18/2024	Coronation Fund Managers Ltd.	271,460	$17.51M	0.5%	N/A	0.044%
7/18/2024	Miracle Mile Advisors LLC	9,335	$602K	0.0%	+6.6%	0.002%
7/18/2024	Assenagon Asset Management S.A.	194,281	$12.53M	0.0%	-44.1%	0.031%
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7/18/2024	Swedbank AB	37,885	$2.44M	0.0%	+12.8%	0.006%
7/17/2024	KRS Capital Management LLC	8,157	$526K	0.4%	+48.7%	0.001%
7/17/2024	SteelPeak Wealth LLC	14,363	$926K	0.0%	+11.4%	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	9,468	$611K	0.0%	+36.3%	0.002%
7/16/2024	Key Client Fiduciary Advisors LLC	8,382	$541K	0.3%	+9.9%	0.001%
7/16/2024	GPS Wealth Strategies Group LLC	1,129	$73K	0.0%	+139.2%	0.000%
7/16/2024	Great Valley Advisor Group Inc.	65,311	$4.21M	0.1%	-30.3%	0.011%
7/16/2024	Sequoia Financial Advisors LLC	7,233	$466K	0.0%	-5.8%	0.001%
7/15/2024	Dynamic Advisor Solutions LLC	5,859	$378K	0.0%	-4.0%	0.001%
7/12/2024	Wealth Management Partners LLC	3,544	$229K	0.1%	-7.2%	0.001%
7/12/2024	Gateway Investment Advisers LLC	92,630	$5.97M	0.1%	+250.2%	0.015%
7/12/2024	QRG Capital Management Inc.	104,306	$6.73M	0.1%	+2.7%	0.017%
7/12/2024	Profit Investment Management LLC	9,164	$591K	0.4%	+8.4%	0.001%
7/12/2024	City Holding Co.	663	$43K	0.0%	-69.5%	0.000%
7/11/2024	Jamison Private Wealth Management Inc.	8,973	$579K	0.1%	+1.9%	0.001%
7/10/2024	Richard P Slaughter Associates Inc	25,448	$1.64M	0.4%	-4.1%	0.004%
7/10/2024	CWM LLC	15,580	$1.01M	0.0%	+4.9%	0.003%
7/9/2024	Harbor Capital Advisors Inc.	6,772	$437K	0.0%	+8.8%	0.001%
7/9/2024	Mather Group LLC.	1,680	$108K	0.0%	+272.5%	0.000%
7/8/2024	ST Germain D J Co. Inc.	107,177	$6.91M	0.3%	+0.4%	0.017%
7/5/2024	DNB Asset Management AS	88,960	$5.74M	0.0%	+6.4%	0.014%
7/2/2024	Transcend Capital Advisors LLC	3,614	$233K	0.0%	-4.4%	0.001%
7/1/2024	Bank of New Hampshire	17,394	$1.12M	0.3%	+3.8%	0.003%
6/28/2024	Bright Futures Wealth Management LLC.	4,920	$416K	0.2%	N/A	0.001%
6/24/2024	Lazari Capital Management Inc.	5,177	$438K	0.2%	-13.6%	0.001%
6/14/2024	SRN Advisors LLC	20,468	$1.73M	1.4%	-33.8%	0.003%
6/4/2024	DekaBank Deutsche Girozentrale	541,589	$45.33M	0.1%	+303.4%	0.088%
5/24/2024	Cetera Advisors LLC	32,843	$2.78M	0.0%	+100.9%	0.005%
5/24/2024	Cetera Investment Advisers	104,642	$8.85M	0.0%	+194.8%	0.017%
5/21/2024	Atria Investments Inc	58,991	$4.99M	0.1%	+17.8%	0.010%
5/21/2024	Swedbank AB	33,598	$2.84M	0.0%	N/A	0.005%
5/21/2024	LRI Investments LLC	400	$34K	0.0%	N/A	0.000%
5/17/2024	National Wealth Management Group LLC	6,121	$518K	0.4%	N/A	0.001%
5/17/2024	Plato Investment Management Ltd	14,547	$1.23M	0.1%	+587.8%	0.002%
5/17/2024	iA Global Asset Management Inc.	10,330	$874K	0.0%	+28.3%	0.002%
5/17/2024	LBP AM SA	9,748	$824K	0.0%	-16.5%	0.002%
5/17/2024	Jaffetilchin Investment Partners LLC	3,238	$274K	0.0%	-20.5%	0.001%
5/17/2024	Motley Fool Asset Management LLC	18,252	$1.54M	0.1%	+8.8%	0.003%
5/16/2024	California State Teachers Retirement System	852,286	$72.09M	0.1%	+0.7%	0.138%
5/16/2024	Meiji Yasuda Life Insurance Co	7,293	$617K	0.0%	+80.8%	0.001%
5/16/2024	B. Riley Wealth Advisors Inc.	13,827	$1.17M	0.0%	+8.9%	0.002%
5/16/2024	Interval Partners LP	10,000	$846K	0.0%	-2,957.1%	0.002%
5/16/2024	Janus Henderson Group PLC	56,534	$4.78M	0.0%	-1.4%	0.009%
5/16/2024	Bares Capital Management Inc.	3,985,479	$337.09M	13.4%	-11.2%	0.646%
5/15/2024	SVB Wealth LLC	4,960	$420K	0.0%	+5.6%	0.001%
5/15/2024	Public Employees Retirement System of Ohio	247,222	$20.91M	0.1%	-9.2%	0.040%
5/15/2024	Public Employees Retirement Association of Colorado	340,041	$28.76M	0.1%	-0.9%	0.055%
5/15/2024	Carroll Investors Inc	121,815	$10.29M	7.7%	-0.8%	0.020%
5/15/2024	Bamco Inc. NY	430,091	$36.38M	0.1%	+0.7%	0.070%
5/15/2024	Price T Rowe Associates Inc. MD	697,523	$59.00M	0.0%	-16.9%	0.113%
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5/15/2024	Steel Grove Capital Advisors LLC	3,673	$311K	0.0%	N/A	0.001%
5/15/2024	LRI Investments LLC	741	$63K	0.0%	N/A	0.000%
5/15/2024	1832 Asset Management L.P.	250,000	$21.15M	0.0%	N/A	0.041%
5/15/2024	Quadrature Capital Ltd	366,535	$31.00M	0.5%	-59.4%	0.059%
5/15/2024	Guardian Capital Advisors LP	9,930	$840K	0.1%	-25.1%	0.002%
5/15/2024	Gamco Investors INC. ET AL	2,928	$248K	0.0%	N/A	0.000%
5/15/2024	Senator Investment Group LP	457,730	$38.72M	1.8%	+1.7%	0.074%
5/14/2024	Capital World Investors	13,096,614	$1.11B	0.2%	+4.7%	2.122%
5/14/2024	Capital International Sarl	51,651	$4.37M	0.1%	+2.4%	0.008%
5/14/2024	Capital International Ltd. CA	47,325	$4.00M	0.2%	+0.6%	0.008%

(Data available from 1/1/2016 forward)

SQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SQ shares?: During the previous two years, 966 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. ($650.40M), and Sumitomo Mitsui Trust Holdings Inc. ($566.85M).Learn more on SQ's institutional investors.
What percentage of Block stock is owned by institutional investors?: 70.44% of Block stock is owned by institutional investors. Learn more on SQ's institutional investor holdings.
Which institutional investors have been buying Block stock?: Of the 812 institutional investors that purchased Block stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($11.69M), Baillie Gifford & Co. ($10.10M), Norges Bank ($6.84M), Fisher Asset Management LLC ($6.79M), Lone Pine Capital LLC ($6.61M), Renaissance Technologies LLC ($5.40M), and Vanguard Group Inc. ($3.42M).

How much institutional buying is happening at Block?: Institutional investors have bought a total of 118,422,846 shares in the last 24 months. This purchase volume represents approximately $7.78B in transactions.
Which Block major shareholders have been selling company stock?: Of the 545 institutional investors that sold Block stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allianz Asset Management GmbH ($457.15M), The Manufacturers Life Insurance Company ($22.86M), Daiwa Securities Group Inc. ($14.17M), Fisher Asset Management LLC ($12.16M), New York State Common Retirement Fund ($9.53M), Palisade Capital Management LLC NJ ($8.07M), and Palisade Capital Management LP ($8.07M).
How much institutional selling is happening at Block?: Institutional investors have sold a total of 582,340,786 shares in the last 24 months. This volume of shares sold represents approximately $33.22B in transactions.