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 |
|---|---|---|---|---|---|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
4,245
shares
|
$379,927
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
4,232
shares
|
$378,764
0.06% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
4,227
shares
|
$378,316
0.19% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,219
shares
|
$377,600
0.04% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,134
shares
|
$369,993
0.02% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
4,126
shares
|
$369,277
0.14% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
4,105
shares
|
$367,397
0.01% of portfolio
|
Q3 2022
Reduced 12.29%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
4,100
shares
|
$366,950
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
4,091
shares
|
$366,144
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,079
shares
|
$365,070
0.05% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,053
shares
|
$362,743
0.03% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
4,048
shares
|
$362,296
0.02% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,046
shares
|
$362,117
0.0% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,043
shares
|
$361,848
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,042
shares
|
$361,759
0.03% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,034
shares
|
$361,043
0.07% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,015
shares
|
$359,342
0.04% of portfolio
|
Q2 2024
Reduced 12.03%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
4,003
shares
|
$358,268
0.02% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
4,000
shares
|
$358,000
0.24% of portfolio
|
Q4 2024
Reduced 45.02%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
3,988
shares
|
$356,926
0.05% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,976
shares
|
$355,852
0.01% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
3,973
shares
|
$355,583
0.01% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
3,972
shares
|
$355,494
0.11% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
3,970
shares
|
$355,315
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,948
shares
|
$353,346
0.02% of portfolio
|
Q3 2024
Reduced 37.68%
|