HolderBook

BLOCK INC (XYZ)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

31
Reporting holders
$6.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,058
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
GAMMA Investing LLC$1.0M13,8460.03%12q+9.7%+$90.3K
Farther Finance Advisors, LLC$884.7K12,0320.01%16q+40.2%+$253.9K
Wedmont Private Capital$719.5K9,5640.02%5q+12.4%+$79.6K
Versant Capital Management, Inc$560.1K7,6170.05%16q+13.6%+$67.2K
DOLIVER ADVISORS, LP$455.7K6,1980.10%10q-1.9%-$8.8K
Everhart Financial Group, Inc.$453.3K6,1650.03%6q+21.0%+$78.8K
TOTH FINANCIAL ADVISORY CORP$272.1K3,7000.03%newNEW
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$257.9K3,5070.18%4q-21.2%-$69.6K
Valeo Financial Advisors, LLC$254.9K3,4660.01%2q+11.0%+$25.3K
Grove Bank & Trust$220.5K2,9990.02%16q-18.7%-$50.7K
BAKER TILLY WEALTH MANAGEMENT, LLC$212.8K2,8940.04%2q+1.9%+$4.0K
Acropolis Investment Management, LLC$126.0K1,7130.01%3q-50.0%-$126.0K
CoreCap Advisors, LLC$119.6K1,6260.00%9q+44.4%+$36.8K
GK Wealth Management LLC$111.8K1,5200.06%newNEW
Bank of New Hampshire$87.5K1,1900.02%15qHELD
Noble Wealth Management PBC$77.9K1,0600.03%7qHELD
VALLEY WEALTH MANAGERS, INC.$73.5K1,0000.00%2qHELD
MassMutual Private Wealth & Trust, FSB$59.0K8030.00%32q-2.2%-$1.3K
ELEVATION WEALTH PARTNERS, LLC$54.9K7470.02%3q+92.0%+$26.3K
GoalVest Advisory LLC$10.9K1480.00%newNEW
Central Pacific Bank - Trust Division$7.4K1000.00%11qHELD
Marquette Asset Management, LLC$6.0K810.00%3qHELD
Byrne Asset Management LLC$5.8K780.00%2qHELD
Retirement Wealth Solutions LLC$4.0K540.00%5q+3.8%
Rosenberg Matthew Hamilton$2.2K300.00%27q-80.3%-$9.0K
Planning Strategies Inc.$2.1K290.00%2q+11.5%
GILPIN WEALTH MANAGEMENT, LLC$2.1K280.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$1.8K250.00%16q-68.4%-$4.0K
Davis Capital Management$1.5K210.00%5q+10.5%
MJT & Associates Financial Advisory Group, Inc.$58980.00%7qHELD
Wealth Enhancement Trust Services, Inc.$58880.00%4q-86.2%-$3.7K
CX Institutional$5867,9720.02%7q+6.2%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AT. Rowe Price Associates, Inc.7.4%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-15Eisen Anthony MathewDirectorSold141,000$11.8M ×3
2026-06-01Eisen Anthony MathewDirectorSold135,750$10.4M ×2
2026-08-05Eisen Anthony MathewDirectorSold41,000$3.5M
2026-07-02Grassadonia BrianEcosystem LeadSold43,348$3.5M
2026-07-02Eisen Anthony MathewDirectorSold36,000$2.9M ×2
2026-04-21Ahuja AmritaCFO & COOSold30,919$2.3M
2026-08-03Grassadonia BrianEcosystem LeadSold25,908$2.1M ×2
2026-06-01Ahuja AmritaCFO & COOSold11,076$848.6K ×2
2026-08-24Ahuja AmritaCFO & COOSold9,511$784.0K ×2
2026-08-05Ahuja AmritaCFO & COOSold8,971$770.2K
2026-08-24Grassadonia BrianEcosystem LeadSold8,173$673.6K ×2
2026-06-16Ahuja AmritaCFO & COOSold8,093$607.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202631$6.1M82,25741280.0%
Q2 20261,089$39.2B477,506,9811793813217.3%
Q1 2026997$28.2B434,624,2181143673127.4%
Q4 20251,037$31.0B437,005,356953123848.2%
Q3 20251,048$35.3B437,728,65417035232710.3%
Q2 2025998$32.0B417,102,00212131035511.4%
Q1 20251,022$24.5B403,878,69011231637010.5%
Q4 20241,149$38.9B398,717,00818535233112.9%
Q3 2024995$29.7B399,571,5521053143439.5%
Q2 20241,007$28.8B400,624,74810733234910.4%
Q1 20241,086$41.0B427,835,35115135731312.0%
Q4 20231,041$37.5B407,994,67119929032215.9%
Q3 2023894$19.0B372,006,2668428131413.6%
Q2 2023978$28.9B381,218,9148927637012.2%
Q1 20231,008$35.2B431,843,35112232334615.7%
Q4 20221,014$29.9B399,378,40513328339516.1%
Q3 2022962$24.3B366,355,2298231236717.4%
Q2 20221,022$28.5B368,732,9607644332319.7%
Q1 20221,265$63.9B369,548,45015258834821.5%
Q4 20211,371$69.2B321,392,07013350144924.9%
Q3 20211,393$92.2B311,463,44713158339219.0%
Q2 20211,364$87.9B294,614,33414758036318.2%
Q1 20211,316$82.3B291,293,09218449142819.7%
Q4 20201,256$86.2B305,027,01723645832522.5%
Q3 20201,006$58.2B293,237,31119331334718.1%
Q2 2020883$37.7B299,361,49621426729116.7%
Q1 2020762$18.1B288,210,60612230123316.8%
Q4 2019794$20.1B259,283,23610722124419.5%
Q3 2019713$19.7B252,664,7867828320520.6%
Q2 2019765$23.5B248,883,3319829521823.1%
Q1 2019770$20.1B223,625,94116226919616.6%
Q4 2018670$16.6B222,062,4941222625.0%