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Block (XYZ) Institutional Ownership

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$63.66 +0.57 (+0.90%)
As of 06/20/2025 03:58 PM 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)
321
Total
Institutional Inflows
(last 12 months)
$626.02M
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$922.98M
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XYZ Institutional Buying and Selling by Quarter

Block Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/21/2025 Guerra 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%
1/21/2025 Flagship 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%
1/21/2025 Harel 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%
1/21/2025 Cornerstone 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%
1/17/2025 Whalen 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%
1/17/2025 SG Americas Securities LLC8,526$725K0.0%-59.0%0.001%
1/17/2025 Magnus Financial Group LLC2,558$217K0.0%N/A0.000%
1/17/2025 Simon 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%
1/17/2025 Atomi Financial Group Inc.11,294$960K0.0%+21.7%0.002%
1/17/2025 Chesley Taft & Associates LLC3,540$301K0.0%N/A0.001%
1/17/2025 Alpha Cubed Investments LLC12,529$1.07M0.0%N/A0.002%
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%
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1/16/2025 Diversify Advisory Services LLC15,931$1.32M0.1%N/A0.003%
1/16/2025 Lbmc Investment Advisors LLC4,042$344K0.0%-11.0%0.001%
1/15/2025 Aaron Wealth Advisors LLC5,697$484K0.1%+4.6%0.001%
1/15/2025 Whitaker Myers Wealth Managers LTD.3,014$256K0.1%N/A0.000%
1/15/2025 BNC Wealth Management LLC20,920$1.78M0.6%N/A0.003%
1/15/2025 Udine Wealth Management Inc.11,208$953K0.6%N/A0.002%
1/15/2025 HB Wealth Management LLC14,557$1.24M0.0%-4.7%0.002%
1/15/2025 KRS Capital Management LLC8,832$751K0.5%+11.5%0.001%
1/15/2025 Premier Path Wealth Partners LLC6,411$545K0.1%+8.6%0.001%
1/15/2025 Stonekeep Investments LLC4,606$391K0.3%+21.2%0.001%
1/15/2025 Arkadios Wealth Advisors40,656$3.46M0.2%+21.0%0.007%
1/15/2025 DB Fitzpatrick & Co Inc19,167$1.63M1.5%+11.0%0.003%
1/15/2025 Merit Financial Group LLC3,188$271K0.0%N/A0.001%
1/15/2025 Avanza Fonder AB28,408$2.41M0.1%N/A0.005%
1/15/2025 Wealthcare Advisory Partners LLC8,065$685K0.0%+9.8%0.001%
1/15/2025 RF&L Wealth Management LLC4,000$340K0.2%-45.0%0.001%
1/15/2025 Procyon Advisors LLC26,305$2.24M0.1%+4.7%0.004%
1/15/2025 Goldstone Financial Group LLC2,705$230K0.0%-16.7%0.000%
1/15/2025 Yarbrough Capital LLC58,710$4.99M0.2%+16.7%0.009%
1/15/2025 Bouvel Investment Partners LLC18,093$1.54M0.6%+1.3%0.003%
1/15/2025 Profit Investment Management LLC11,796$1.00M0.8%-4.4%0.002%
1/15/2025 Gateway Investment Advisers LLC21,022$1.79M0.0%-35.8%0.003%
1/14/2025 RMR Wealth Builders3,140$267K0.0%-12.7%0.001%
1/14/2025 BluePath Capital Management LLC14,684$1.20M0.6%+14.7%0.002%
1/14/2025 CHURCHILL MANAGEMENT Corp36,433$3.10M0.0%+36.8%0.006%
1/14/2025 Richard P Slaughter Associates Inc28,825$2.45M0.5%-1.0%0.005%
1/14/2025 Park Avenue Securities LLC10,737$913K0.0%+25.5%0.002%
1/14/2025 Kathmere Capital Management LLC2,967$252K0.0%N/A0.000%
1/14/2025 Assenagon Asset Management S.A.292,571$24.87M0.0%+391.0%0.047%
1/14/2025 Fifth Third Wealth Advisors LLC2,723$231K0.0%N/A0.000%
1/14/2025 Oak Thistle LLC20,602$1.75M0.5%-11.6%0.003%
1/14/2025 SeaCrest Wealth Management LLC17,893$1.52M0.2%+14.5%0.003%
1/14/2025 Accurate Wealth Management LLC28,269$2.33M0.4%+35.1%0.005%
1/14/2025 180 Wealth Advisors LLC3,026$257K0.0%N/A0.000%
1/14/2025 Rosenberg Matthew Hamilton982$83K0.0%+18.3%0.000%
1/14/2025 Signal Advisors Wealth LLC15,279$1.30M0.1%-12.5%0.002%
1/13/2025 Johnson & White Wealth Management LLC2,549$221K0.1%N/A0.000%
1/13/2025 Friedenthal Financial8,750$744K0.4%N/A0.001%
1/13/2025 Claro Advisors LLC2,593$220K0.0%N/A0.000%
1/13/2025 Harbour Capital Advisors LLC3,030$279K0.1%N/A0.000%
1/13/2025 Salem Investment Counselors Inc.3,973$338K0.0%-28.4%0.001%
1/13/2025 CHICAGO TRUST Co NA3,550$302K0.1%N/A0.001%
1/10/2025 Graypoint LLC381,755$32.45M2.0%N/A0.062%
1/10/2025 RMR Wealth Builders3,140$267K0.0%-12.7%0.001%
1/10/2025 HBW Advisory Services LLC2,697$229K0.0%N/A0.000%
1/10/2025 Harbor Capital Advisors Inc.4,893$416K0.0%-38.0%0.001%
1/10/2025 Franklin Street Advisors Inc. NC34,295$2.92M0.2%N/A0.006%
1/10/2025 Ridgewood Investments LLC1,295$110K0.1%-27.6%0.000%
1/10/2025 ST Germain D J Co. Inc.103,915$8.83M0.4%-2.8%0.017%
1/10/2025 Wealth Enhancement Advisory Services LLC26,864$2.28M0.0%+0.5%0.004%
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1/10/2025 Baker Tilly Wealth Management LLC5,637$479K0.2%+4.0%0.001%
1/8/2025 First Hawaiian Bank4,421$376K0.0%-11.7%0.001%
1/7/2025 Bank of New Hampshire1,690$144K0.0%-76.8%0.000%
1/6/2025 Insight Wealth Strategies LLC46,089$3.92M0.5%N/A0.007%
1/6/2025 Nordea Investment Management AB43,167$3.73M0.0%+5.6%0.007%
1/3/2025 Everence Capital Management Inc.13,280$1.13M0.1%N/A0.002%
1/3/2025 GAMMA Investing LLC2,493$212K0.0%+7.2%0.000%
1/3/2025 Versant Capital Management Inc394$33K0.0%+67.7%0.000%
12/19/2024 Principal Financial Group Inc.41,029$2.75M0.0%-7.4%0.007%
12/13/2024B. Riley Wealth Advisors Inc.10,394$690K0.0%-18.4%0.002%
(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, 847 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 697 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: Bank Julius Baer & Co. Ltd Zurich ($11.69M), Baillie Gifford & Co. ($10.07M), Lone Pine Capital LLC ($7.54M), Norges Bank ($6.84M), Vanguard Group Inc. ($2.18M), Trivest Advisors Ltd ($2.03M), and Holocene Advisors LP ($1.90M).

How much institutional buying is happening at Block?

Institutional investors have bought a total of 16,531,152 shares in the last 24 months. This purchase volume represents approximately $626.02M in transactions.

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

Of the 206 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 ($3.43M), Bares Capital Management Inc. ($1.01M), Sumitomo Mitsui Trust Holdings Inc. ($967.25K), SG Americas Securities LLC ($943.80K), Sumitomo Mitsui Trust Group Inc. ($907.67K), and KBC Group NV ($712.75K).

How much institutional selling is happening at Block?

Institutional investors have sold a total of 18,344,237 shares in the last 24 months. This volume of shares sold represents approximately $922.98M in transactions.


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This page (NYSE:XYZ) was last updated on 6/22/2025 by MarketBeat.com Staff
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