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Block (XYZ) Institutional Ownership

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$79.03 -0.37 (-0.47%)
Closing price 03:59 PM Eastern
Extended Trading
$79.00 -0.03 (-0.03%)
As of 07:59 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.
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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)
612
Total
Institutional Inflows
(last 12 months)
$11.21B
Number of
Institutional Sellers
(last 12 months)
359
Total
Institutional Outflows
(last 12 months)
$4.22B
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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
9/9/2026 Sequoia Financial Advisors LLC15,836$1.20M0.0%+5.7%0.003%
9/9/2026 MCF Advisors LLC370$28K0.0%-90.9%0.000%
9/9/2026 National Pension Service936,971$71.21M0.0%-1.2%0.156%
9/9/2026 Engineers Gate Manager LP571,414$43.43M0.6%+2,575.4%0.095%
9/9/2026 Cidel Asset Management Inc.3,018$229K0.0%N/A0.001%
9/9/2026 NorthRock Partners LLC9,610$730K0.0%+43.3%0.002%
9/9/2026 Integrated Wealth Concepts LLC15,656$1.19M0.0%+14.4%0.003%
9/9/2026 RFG Advisory LLC19,698$1.50M0.0%+485.9%0.003%
9/9/2026 NewEdge Advisors LLC15,984$1.22M0.0%-66.2%0.003%
9/9/2026 GFG Capital LLC39,523$3.00M0.7%+6.3%0.007%
9/9/2026 IFP Advisors Inc196,142$14.91M0.3%-7.0%0.033%
9/9/2026 Baird Financial Group Inc.25,849$1.97M0.0%-6.5%0.004%
9/8/2026 Allworth Financial LP6,630$504K0.0%+19.6%0.001%
9/8/2026 Arizona State Retirement System146,839$11.16M0.1%-1.3%0.024%
9/8/2026 West Family Investments Inc.3,240$246K0.1%N/A0.001%
9/8/2026 Waverly Advisors LLC2,722$207K0.0%N/A0.000%
9/8/2026 Carmignac Gestion1,287,026$97.81M1.3%-60.2%0.214%
9/8/2026 Nykredit A S152,453$11.59M0.0%N/A0.025%
8/27/2026 Corient Private Wealth LP188,755$14.35M0.0%+24.5%0.031%
8/26/2026 Wellington Grp LLC11,159$848K0.2%+68.3%0.002%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al147,900$11.24M0.1%N/A0.025%
8/24/2026 California State Teachers Retirement System54,852,088$4.17B0.0%+6,740.0%9.130%
8/23/2026 Greenland Capital Management LP6,827$519K0.1%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC4,394$334K0.0%N/A0.001%
8/23/2026 Wedmont Private Capital8,506$658K0.0%+14.2%0.001%
8/23/2026 Ameliora Wealth Management Ltd.810$62K0.0%-16.8%0.000%
8/23/2026 HB Wealth Management LLC18,238$1.39M0.0%+14.1%0.003%
8/23/2026 Nilsine Partners LLC25,999$1.98M0.1%+295.4%0.004%
8/22/2026 AlphaGrep UK Ltd4,491$341K0.1%N/A0.001%
8/22/2026 Old Mission Investment Co LLC19,906$1.51M0.3%N/A0.003%
8/22/2026 Timbuktu Capital Management LLC1,459$111K0.2%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.6,200$471K0.3%N/A0.001%
8/22/2026 Odyssean LLC42,762$3.25M0.5%+92.4%0.007%
8/22/2026 Raiffeisen Bank International AG44,901$3.50M0.0%+0.3%0.007%
8/22/2026 Syon Capital LLC316,636$24.06M1.1%-11.5%0.053%
8/22/2026 TD Waterhouse Canada Inc.9,478$732K0.0%+5.2%0.002%
8/22/2026 Premier Path Wealth Partners LLC5,222$397K0.0%+33.5%0.001%
8/22/2026 Concurrent Investment Advisors LLC24,457$1.86M0.0%+3.9%0.004%
8/22/2026 NEOS Investment Management LLC88,876$6.76M0.0%+13.1%0.015%
8/21/2026 AXQ Capital LP13,685$1.04M0.1%N/A0.002%
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8/21/2026 Carter Financial Group INC.3,066$233K0.1%-49.6%0.001%
8/21/2026 iSAM Funds UK Ltd5,700$433K0.3%N/A0.001%
8/21/2026 Alamar Capital Management LLC25,125$1.91M1.0%-10.5%0.004%
8/21/2026 Nykredit A S174,886$13.29M0.0%N/A0.029%
8/21/2026 MBA Advisors LLC3,255$247K0.1%N/A0.001%
8/21/2026 Nan Shan Life Insurance Co. Ltd.551,615$41.92M1.3%-0.2%0.092%
8/21/2026 Keeler Thomas Management LLC24,390$1.85M0.6%+7.0%0.004%
8/21/2026 Legacy Financial Advisors Inc.4,148$315K0.0%+9.6%0.001%
8/20/2026 Proficio Capital Partners LLC3,623$275K0.0%N/A0.001%
8/20/2026 Nwam LLC20,968$1.59M0.1%+17.8%0.003%
8/20/2026 CTC Alternative Strategies Ltd.3,200$243K0.4%N/A0.001%
8/20/2026 Quantitative Investment Management LLC16,538$1.26M0.1%+15.2%0.003%
8/20/2026 Wedbush Securities Inc.3,502$266K0.0%-25.4%0.001%
8/20/2026 Greenleaf Trust6,814$518K0.0%-5.4%0.001%
8/19/2026 New Mexico Educational Retirement Board27,200$2.07M0.1%+8.4%0.005%
8/19/2026 Wellington Management Group LLP4,666,205$354.63M0.1%-4.1%0.777%
8/19/2026 Kingsview Wealth Management LLC134,228$5.11M0.1%N/A0.022%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt3,149$239K0.0%N/A0.001%
8/18/2026 Empowered Funds LLC138,160$5.26M0.0%N/A0.023%
8/18/2026 United Capital Financial Advisors LLC5,890$224K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio249,297$18.95M0.1%N/A0.042%
8/17/2026 Proficio Capital Partners LLC6,422$245K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP177,730$6.77M0.0%N/A0.030%
8/17/2026 Bank of America Corp DE617,929$23.53M0.0%N/A0.103%
8/15/2026 Freestone Grove Partners LP34,107$1.30M0.0%N/A0.006%
8/15/2026 Caisse de depot et placement du Quebec44,300$1.69M0.0%N/A0.007%
8/15/2026 Man Group plc34,551$1.32M0.0%N/A0.006%
8/15/2026 Jupiter Topco LLC329,673$12.55M0.0%N/A0.055%
8/14/2026 Hsbc Holdings PLC77,712$2.99M0.0%N/A0.013%
8/14/2026 Ancora Advisors LLC700$53K0.0%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board505,000$19.23M0.0%N/A0.085%
8/14/2026 Eschler Asset Management LLP27,000$1.03M1.8%N/A0.005%
8/14/2026 Legal & General Group Plc182,210$6.94M0.0%N/A0.031%
8/14/2026 The Manufacturers Life Insurance Company86,433$3.29M0.0%N/A0.015%
8/14/2026 Jones Financial Companies Lllp9,605$366K0.0%N/A0.002%
8/14/2026 Algert Global LLC265,980$10.13M0.1%N/A0.045%
8/13/2026 TCM Advisors LLC15,500$590K0.0%N/A0.003%
8/13/2026 OMERS ADMINISTRATION Corp11,600$442K0.0%N/A0.002%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.134,150$5.11M0.0%N/A0.023%
8/13/2026 Globeflex Capital L P11,989$911K0.1%N/A0.002%
8/13/2026 Bank of Nova Scotia10,114$385K0.0%N/A0.002%
8/12/2026 Compass Financial Management LLC9,381$357K0.0%N/A0.002%
8/12/2026 Commerce Bank44,559$1.70M0.0%N/A0.007%
8/12/2026 Northwestern Mutual Wealth Management Co.20,845$794K0.0%N/A0.004%
8/12/2026 Evolve Private Wealth LLC8,918$343K0.0%N/A0.001%
8/12/2026 Landscape Capital Management L.L.C.125,951$4.80M0.3%N/A0.021%
8/12/2026 EP Wealth Advisors LLC11,031$420K0.0%N/A0.002%
8/12/2026 Bard Associates Inc.1,898$73K0.0%N/A0.000%
8/12/2026 Ieq Capital LLC165,056$6.29M0.0%N/A0.028%
8/11/2026 Allworth Financial LP14,168$540K0.0%N/A0.002%
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8/11/2026 MSH Capital Advisors LLC17,578$669K0.1%N/A0.003%
8/10/2026 West Family Investments Inc.10,929$416K0.1%N/A0.002%
8/10/2026 NewEdge Wealth LLC17,388$662K0.0%N/A0.003%
8/8/2026 Wealthfront Advisers LLC16,720$637K0.0%N/A0.003%
8/8/2026 Meeder Asset Management Inc.1,204$46K0.0%N/A0.000%
8/7/2026 Citizens Financial Group Inc. RI9,586$368K0.0%N/A0.002%
8/7/2026 BlackRock Inc.16,326,241$621.70M0.0%N/A2.743%
8/7/2026 Pallas Capital Advisors LLC14,225$542K0.0%N/A0.002%
8/7/2026 Deutsche Bank AG45,170$1.72M0.0%N/A0.008%
8/7/2026 Commerzbank Aktiengesellschaft FI3,216$244K0.0%N/A0.001%


XYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 996 institutional investors and hedge funds held shares of Block. The most heavily invested institutionals were Vanguard Group Inc. ($4.37B), California State Teachers Retirement System ($4.17B), Capital World Investors ($1.04B), Geode Capital Management LLC ($934.12M), Baillie Gifford & Co. ($642.82M), BlackRock Inc. ($621.70M), and Loomis Sayles & Co. L P ($489.61M).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 893 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), California State Teachers Retirement System ($54.91M), BlackRock Inc. ($16.33M), Norges Bank ($13.56M), Capital World Investors ($12.16M), Sands Capital Management LLC ($11.60M), and Geode Capital Management LLC ($9.58M).

Institutional investors have bought a total of 155,007,477 shares in the last 24 months. This purchase volume represents approximately $11.21B in transactions.

Of the 359 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 63,231,590 shares in the last 24 months. This volume of shares sold represents approximately $4.22B in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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