Institutional Ownership Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ). We have compiled data on the 1,151 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
6,577
shares
|
$542,865
0.11% of portfolio
|
Q4 2022
Reduced 20.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,508
shares
|
$537,170
0.01% of portfolio
|
Q4 2023
Added 33.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,471
shares
|
$534,116
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,468
shares
|
$533,868
0.01% of portfolio
|
Q3 2024
Added 280.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,440
shares
|
$531,557
0.02% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
6,430
shares
|
$530,732
0.01% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,359
shares
|
$524,871
0.02% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
6,306
shares
|
$520,497
0.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,265
shares
|
$517,113
0.22% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
6,183
shares
|
$510,344
0.05% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
6,113
shares
|
$504,567
0.2% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
6,089
shares
|
$502,586
0.39% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,006
shares
|
$495,735
0.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$495,240
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,939
shares
|
$490,205
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,926
shares
|
$489,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,916
shares
|
$488,306
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
5,903
shares
|
$487,233
0.06% of portfolio
|
Q3 2024
Added 19.69%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,846
shares
|
$482,528
0.0% of portfolio
|
Q3 2024
Reduced 98.83%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,833
shares
|
$481,455
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,819
shares
|
$480,300
0.0% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,809
shares
|
$479,474
0.01% of portfolio
|
Q3 2024
Reduced 36.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,807
shares
|
$479,309
0.01% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,760
shares
|
$475,430
0.02% of portfolio
|
Q2 2024
Reduced 12.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,757
shares
|
$475,182
0.03% of portfolio
|
Q3 2024
Reduced 53.57%
|