Institutional Ownership Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ). We have compiled data on the 1,169 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $31.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
6,089
shares
|
$544,965
0.39% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,006
shares
|
$537,537
0.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
6,000
shares
|
$537,000
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$537,000
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,926
shares
|
$530,377
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,916
shares
|
$529,482
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,846
shares
|
$523,217
0.0% of portfolio
|
Q3 2024
Reduced 98.83%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,833
shares
|
$522,053
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,819
shares
|
$520,800
0.0% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,809
shares
|
$519,905
0.01% of portfolio
|
Q3 2024
Reduced 36.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,807
shares
|
$519,726
0.01% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
5,784
shares
|
$517,668
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,760
shares
|
$515,520
0.02% of portfolio
|
Q2 2024
Reduced 12.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,757
shares
|
$515,251
0.03% of portfolio
|
Q3 2024
Reduced 53.57%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
5,756
shares
|
$515,162
0.07% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
5,742
shares
|
$513,909
0.22% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,708
shares
|
$510,866
0.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,697
shares
|
$509,881
0.06% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,694
shares
|
$509,613
0.04% of portfolio
|
Q4 2022
Reduced 10.46%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
5,661
shares
|
$506,659
0.0% of portfolio
|
Q3 2024
Reduced 35.17%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,637
shares
|
$504,511
0.19% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,611
shares
|
$502,184
0.08% of portfolio
|
Q4 2023
Added 7.37%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,536
shares
|
$495,472
0.03% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5,487
shares
|
$491,086
0.06% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,473
shares
|
$489,833
0.05% of portfolio
|
Q4 2024
Reduced 0.33%
|