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Block (XYZ) Institutional Ownership

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$82.15 +2.07 (+2.58%)
As of 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)
602
Total
Institutional Inflows
(last 12 months)
$7.02B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$4.07B
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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
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 Company 86,433$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%
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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%
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%
8/7/2026 Capital Financial Group Inc. Co. ADV16,067$612K0.3%N/A0.003%
8/7/2026 OneDigital Investment Advisors LLC6,978$266K0.0%N/A0.001%
8/7/2026 Plato Investment Management Ltd7,782$588K0.0%N/A0.001%
8/7/2026 Simplicity Wealth LLC11,731$447K0.0%N/A0.002%
8/7/2026 Chase Investment Counsel Corp50,000$1.90M0.4%N/A0.008%
8/6/2026 Global Retirement Partners LLC2,929$112K0.0%N/A0.000%
8/6/2026 Focus Partners Advisor Solutions LLC16,766$638K0.0%N/A0.003%
8/6/2026 State of Wyoming4,378$167K0.0%N/A0.001%
7/10/2026 Hyperion Asset Management Ltd2,682,854$203.90M5.4%+6.9%0.451%
7/10/2026 Tema ETFs LLC11,329$861K0.0%+9.8%0.002%
7/10/2026 Doliver Advisors LP6,318$480K0.1%-2.4%0.001%
7/10/2026 Handelsbanken Fonder AB150,402$11.43M0.0%-22.5%0.025%
7/9/2026 Key Client Fiduciary Advisors LLC4,184$318K0.1%-22.4%0.001%
7/9/2026 Arista Wealth Management LLC5,500$418K0.0%N/A0.001%
7/9/2026 Everhart Financial Group Inc.5,094$387K0.0%+6.4%0.001%
7/9/2026 Valeo Financial Advisors LLC3,122$237K0.0%N/A0.001%
7/8/2026 Elevation Wealth Partners LLC389$30K0.0%+301.0%0.000%
7/8/2026 Czech National Bank152,337$11.58M0.1%+2.1%0.026%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab113,276$8.61M0.1%-47.9%0.019%
7/8/2026 Assenagon Asset Management S.A.937,540$71.25M0.1%+372.8%0.158%
7/8/2026 55 North Private Wealth LLC2,665$203K0.0%N/A0.000%
7/8/2026 Evanson Financial LLC22,160$1.68M0.1%N/A0.004%
7/7/2026 180 Wealth Advisors LLC7,739$588K0.1%-9.6%0.001%
7/7/2026 JGP Wealth Management LLC3,176$241K0.0%N/A0.001%
7/7/2026 Dynamic Advisor Solutions LLC2,819$214K0.0%N/A0.000%
7/7/2026 GAMMA Investing LLC12,618$959K0.0%+13.7%0.002%
7/7/2026 Grant Private Wealth Management Inc3,847$292K0.1%-12.7%0.001%
7/7/2026 Avior Wealth Management LLC6,081$462K0.0%+3.3%0.001%
7/7/2026 Grove Bank & Trust3,688$280K0.0%-6.0%0.001%
7/7/2026 JBGlobal.com LLC3,838$292K0.3%-17.2%0.001%
7/2/2026 Versant Capital Management Inc6,703$509K0.0%+10.1%0.001%
7/2/2026 CX Institutional7,504$570K0.0%+69.2%0.001%
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7/1/2026 Noble Wealth Management PBC1,060$81K0.0%-17.7%0.000%
6/18/2026 Pacer Advisors Inc.42,900$2.58M0.0%-92.4%0.007%
6/15/2026 Carmignac Gestion3,233,826$194.61M3.0%-5.4%0.543%
6/3/2026 Parallel Advisors LLC10,978$661K0.0%+49.6%0.002%
6/1/2026 Keel Point LLC13,368$805K0.1%-3.1%0.002%
5/22/2026 Wellington Grp LLC6,632$399K0.1%+43.0%0.001%
5/21/2026Groupe la Francaise104,280$6.26M0.1%-1.6%0.018%
5/20/2026 Liontrust Investment Partners LLP5,110$308K0.0%-95.9%0.001%
5/20/2026 Arete Wealth Advisors LLC10,521$633K0.0%+159.0%0.002%
5/19/2026Janus Henderson Group PLC64,287$3.87M0.0%-3.3%0.011%


XYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 990 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 887 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 99,766,447 shares in the last 24 months. This purchase volume represents approximately $7.00B in transactions.

Of the 354 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 61,173,803 shares in the last 24 months. This volume of shares sold represents approximately $4.07B 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 8/21/2026. New 13F filings are added each quarter as they're published.
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