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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$4,127
0.0% of portfolio
|
Q2 2024
Reduced 83.61%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
50
shares
|
$4,127
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
50
shares
|
$4,127
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
50
shares
|
$4,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
49
shares
|
$4,044
0.0% of portfolio
|
Q2 2024
Reduced 91.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
49
shares
|
$4,044
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
47
shares
|
$3,879
0.0% of portfolio
|
Q4 2022
Reduced 76.14%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
43
shares
|
$3,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
43
shares
|
$3,549
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
41
shares
|
$3,384
0.0% of portfolio
|
Q4 2022
Added 272.73%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$3,301
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
40
shares
|
$3,301
0.0% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
40
shares
|
$3,301
0.0% of portfolio
|
Q3 2022
Reduced 18.37%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
38
shares
|
$3,136
0.0% of portfolio
|
Q4 2023
Reduced 87.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
38
shares
|
$3,136
0.0% of portfolio
|
Q4 2024
Reduced 55.29%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
37
shares
|
$3,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
36
shares
|
$2,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
36
shares
|
$2,971
0.0% of portfolio
|
Q4 2022
Reduced 5.26%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
34
shares
|
$2,806
0.0% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
31
shares
|
$2,558
0.0% of portfolio
|
Q2 2024
Reduced 27.91%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
30
shares
|
$2,476
0.0% of portfolio
|
Q3 2023
Reduced 36.17%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
30
shares
|
$2,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
30
shares
|
$2,476
0.0% of portfolio
|
Q3 2024
Reduced 86.49%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
30
shares
|
$2,476
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
30
shares
|
$2,476
0.0% of portfolio
|
Q2 2024
New holding
|