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Block (XYZ) Institutional Ownership

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$73.69 -0.36 (-0.49%)
Closing price 03:59 PM Eastern
Extended Trading
$74.01 +0.32 (+0.44%)
As of 07:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
70.44%
Number of
Institutional Buyers
(last 12 months)
610
Total
Institutional Inflows
(last 12 months)
$7.09B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$4.23B
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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
9/29/2026Cim Investment Management Inc.4,846$368K0.1%-8.7%0.001%
9/23/2026QRG Capital Management Inc.122,158$9.28M0.1%+13.9%0.020%
9/23/2026Envestnet Portfolio Solutions Inc.6,901$524K0.0%+10.9%0.001%
9/22/2026Andra AP fonden93,181$7.08M0.1%-37.6%0.016%
9/9/2026Sequoia Financial Advisors LLC15,836$1.20M0.0%+5.7%0.003%
9/9/2026MCF Advisors LLC370$28K0.0%-90.9%0.000%
9/9/2026National Pension Service936,971$71.21M0.0%-1.2%0.156%
9/9/2026Engineers Gate Manager LP571,414$43.43M0.6%+2,575.4%0.095%
9/9/2026Cidel Asset Management Inc.3,018$229K0.0%N/A0.001%
9/9/2026NorthRock Partners LLC9,610$730K0.0%+43.3%0.002%
9/9/2026Integrated Wealth Concepts LLC15,656$1.19M0.0%+14.4%0.003%
9/9/2026RFG Advisory LLC19,698$1.50M0.0%+485.9%0.003%
9/9/2026NewEdge Advisors LLC15,984$1.22M0.0%-66.2%0.003%
9/9/2026GFG Capital LLC39,523$3.00M0.7%+6.3%0.007%
9/9/2026IFP Advisors Inc196,142$14.91M0.3%-7.0%0.033%
9/9/2026Baird Financial Group Inc.25,849$1.97M0.0%-6.5%0.004%
9/8/2026Allworth Financial LP6,630$504K0.0%+19.6%0.001%
9/8/2026Arizona State Retirement System146,839$11.16M0.1%-1.3%0.024%
9/8/2026West Family Investments Inc.3,240$246K0.1%N/A0.001%
9/8/2026Waverly Advisors LLC2,722$207K0.0%N/A0.000%
9/8/2026Carmignac Gestion1,287,026$97.81M1.3%-60.2%0.214%
9/8/2026Nykredit A S152,453$11.59M0.0%N/A0.025%
8/27/2026Corient Private Wealth LP188,755$14.35M0.0%+24.5%0.031%
8/26/2026Wellington Grp LLC11,159$848K0.2%+68.3%0.002%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al147,900$11.24M0.1%N/A0.025%
8/23/2026Greenland Capital Management LP6,827$519K0.1%N/A0.001%
8/23/2026Ameritas Advisory Services LLC4,394$334K0.0%N/A0.001%
8/23/2026Wedmont Private Capital8,506$658K0.0%+14.2%0.001%
8/23/2026Ameliora Wealth Management Ltd.810$62K0.0%-16.8%0.000%
8/23/2026HB Wealth Management LLC18,238$1.39M0.0%+14.1%0.003%
8/23/2026Nilsine Partners LLC25,999$1.98M0.1%+295.4%0.004%
8/22/2026AlphaGrep UK Ltd4,491$341K0.1%N/A0.001%
8/22/2026Old Mission Investment Co LLC19,906$1.51M0.3%N/A0.003%
8/22/2026Timbuktu Capital Management LLC1,459$111K0.2%N/A0.000%
8/22/2026Oakmont Investment Advisors Inc.6,200$471K0.3%N/A0.001%
8/22/2026Odyssean LLC42,762$3.25M0.5%+92.4%0.007%
8/22/2026Raiffeisen Bank International AG44,901$3.50M0.0%+0.3%0.007%
8/22/2026Syon Capital LLC316,636$24.06M1.1%-11.5%0.053%
8/22/2026TD Waterhouse Canada Inc.9,478$732K0.0%+5.2%0.002%
8/22/2026Premier Path Wealth Partners LLC5,222$397K0.0%+33.5%0.001%
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8/22/2026Concurrent Investment Advisors LLC24,457$1.86M0.0%+3.9%0.004%
8/22/2026NEOS Investment Management LLC88,876$6.76M0.0%+13.1%0.015%
8/21/2026AXQ Capital LP13,685$1.04M0.1%N/A0.002%
8/21/2026Carter Financial Group INC.3,066$233K0.1%-49.6%0.001%
8/21/2026iSAM Funds UK Ltd5,700$433K0.3%N/A0.001%
8/21/2026Alamar Capital Management LLC25,125$1.91M1.0%-10.5%0.004%
8/21/2026Nykredit A S174,886$13.29M0.0%N/A0.029%
8/21/2026MBA Advisors LLC3,255$247K0.1%N/A0.001%
8/21/2026Nan Shan Life Insurance Co. Ltd.551,615$41.92M1.3%-0.2%0.092%
8/21/2026Keeler Thomas Management LLC24,390$1.85M0.6%+7.0%0.004%
8/21/2026Legacy Financial Advisors Inc.4,148$315K0.0%+9.6%0.001%
8/20/2026Proficio Capital Partners LLC3,623$275K0.0%N/A0.001%
8/20/2026Nwam LLC20,968$1.59M0.1%+17.8%0.003%
8/20/2026CTC Alternative Strategies Ltd.3,200$243K0.4%N/A0.001%
8/20/2026Quantitative Investment Management LLC16,538$1.26M0.1%+15.2%0.003%
8/20/2026Wedbush Securities Inc.3,502$266K0.0%-25.4%0.001%
8/20/2026Greenleaf Trust6,814$518K0.0%-5.4%0.001%
8/19/2026New Mexico Educational Retirement Board27,200$2.07M0.1%+8.4%0.005%
8/19/2026Wellington Management Group LLP4,666,205$354.63M0.1%-4.1%0.777%
8/19/2026Kingsview Wealth Management LLC134,228$5.11M0.1%N/A0.022%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt3,149$239K0.0%N/A0.001%
8/18/2026Empowered Funds LLC138,160$5.26M0.0%N/A0.023%
8/18/2026United Capital Financial Advisors LLC5,890$224K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio249,297$18.95M0.1%N/A0.042%
8/17/2026Proficio Capital Partners LLC6,422$245K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP177,730$6.77M0.0%N/A0.030%
8/17/2026Bank of America Corp DE617,929$23.53M0.0%N/A0.103%
8/15/2026Freestone Grove Partners LP34,107$1.30M0.0%N/A0.006%
8/15/2026Caisse de depot et placement du Quebec44,300$1.69M0.0%N/A0.007%
8/15/2026Man Group plc34,551$1.32M0.0%N/A0.006%
8/15/2026Jupiter Topco LLC329,673$12.55M0.0%N/A0.055%
8/14/2026Hsbc Holdings PLC77,712$2.99M0.0%N/A0.013%
8/14/2026Ancora Advisors LLC700$53K0.0%N/A0.000%
8/14/2026Canada Pension Plan Investment Board505,000$19.23M0.0%N/A0.085%
8/14/2026Eschler Asset Management LLP27,000$1.03M1.8%N/A0.005%
8/14/2026Legal & General Group Plc182,210$6.94M0.0%N/A0.031%
8/14/2026The Manufacturers Life Insurance Company86,433$3.29M0.0%N/A0.015%
8/14/2026Jones Financial Companies Lllp9,605$366K0.0%N/A0.002%
8/14/2026Algert Global LLC265,980$10.13M0.1%N/A0.045%
8/13/2026TCM Advisors LLC15,500$590K0.0%N/A0.003%
8/13/2026OMERS ADMINISTRATION Corp11,600$442K0.0%N/A0.002%
8/13/2026Connor Clark & Lunn Investment Management Ltd.134,150$5.11M0.0%N/A0.023%
8/13/2026Globeflex Capital L P11,989$911K0.1%N/A0.002%
8/13/2026Bank of Nova Scotia10,114$385K0.0%N/A0.002%
8/12/2026Compass Financial Management LLC9,381$357K0.0%N/A0.002%
8/12/2026Commerce Bank44,559$1.70M0.0%N/A0.007%
8/12/2026Northwestern Mutual Wealth Management Co.20,845$794K0.0%N/A0.004%
8/12/2026Evolve Private Wealth LLC8,918$343K0.0%N/A0.001%
8/12/2026Landscape Capital Management L.L.C.125,951$4.80M0.3%N/A0.021%
8/12/2026EP Wealth Advisors LLC11,031$420K0.0%N/A0.002%
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8/12/2026Bard Associates Inc.1,898$73K0.0%N/A0.000%
8/12/2026Ieq Capital LLC165,056$6.29M0.0%N/A0.028%
8/11/2026Allworth Financial LP14,168$540K0.0%N/A0.002%
8/11/2026MSH Capital Advisors LLC17,578$669K0.1%N/A0.003%
8/10/2026West Family Investments Inc.10,929$416K0.1%N/A0.002%
8/10/2026NewEdge Wealth LLC17,388$662K0.0%N/A0.003%
8/8/2026Wealthfront Advisers LLC16,720$637K0.0%N/A0.003%
8/8/2026Meeder Asset Management Inc.1,204$46K0.0%N/A0.000%
8/7/2026Citizens Financial Group Inc. RI9,586$368K0.0%N/A0.002%
8/7/2026BlackRock Inc.16,326,241$621.70M0.0%N/A2.743%


XYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 995 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 892 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 100,946,312 shares in the last 24 months. This purchase volume represents approximately $7.09B in transactions.

Of the 360 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 63,288,251 shares in the last 24 months. This volume of shares sold represents approximately $4.23B 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 9/29/2026. New 13F filings are added each quarter as they're published.
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