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Block (SQ) Institutional Ownership

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$87.00 +0.62 (+0.72%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Block (NYSE:SQ)

Current
Institutional Ownership
Percentage
70.44%
Number of
Institutional Buyers
(last 12 months)
532
Total
Institutional Inflows
(last 12 months)
$3.55B
Number of
Institutional Sellers
(last 12 months)
304
Total
Institutional Outflows
(last 12 months)
$2.50B
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SQ Institutional Buying and Selling by Quarter

Block Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Key Client Fiduciary Advisors LLC8,340$709K0.3%+1.4%0.001%
1/17/2025 Whalen Wealth Management Inc.6,202$527K0.4%N/A0.001%
1/17/2025 Avior Wealth Management LLC7,257$617K0.0%-3.8%0.001%
1/17/2025 Mutual Advisors LLC5,040$435K0.0%+11.0%0.001%
1/17/2025 Independent Wealth Network Inc.2,862$243K0.1%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC27,401$2.33M0.0%-27.5%0.004%
1/17/2025 SG Americas Securities LLC8,526$725K0.0%-59.0%0.001%
1/17/2025 Magnus Financial Group LLC2,558$217K0.0%N/A0.000%
1/17/2025 Simon Quick Advisors LLC2,390$203K0.0%N/A0.000%
1/17/2025 Red Spruce Capital LLC15,740$1.34M0.6%+6.9%0.003%
1/17/2025 Octavia Wealth Advisors LLC2,936$250K0.0%-6.1%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.6,000$510K0.2%N/A0.001%
1/17/2025 JBGlobal.com LLC8,713$741K0.8%N/A0.001%
1/17/2025 Atomi Financial Group Inc.11,294$960K0.0%+21.7%0.002%
1/17/2025 Chesley Taft & Associates LLC3,540$301K0.0%N/A0.001%
1/17/2025 Alpha Cubed Investments LLC12,529$1.07M0.0%N/A0.002%
1/17/2025 TB Alternative Assets Ltd.41,529$3.53M0.9%N/A0.007%
1/17/2025 Perpetual Ltd126,828$10.78M0.1%N/A0.020%
1/16/2025 Legal Advantage Investments Inc.23,160$1.97M1.0%+13.2%0.004%
1/16/2025 Ballentine Partners LLC7,592$645K0.0%+18.1%0.001%
1/16/2025 Ulland Investment Advisors LLC2,135$181K0.1%+92.3%0.000%
1/16/2025 Harbor Investment Advisory LLC4,735$402K0.0%+31.2%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB418$36K0.0%+48.2%0.000%
1/16/2025 Lee Johnson Capital Management LLC44,209$3.76M2.0%N/A0.007%
1/16/2025 UMB Bank n.a.56,462$4.80M0.1%+2,352.7%0.009%
1/16/2025 Diversify Advisory Services LLC15,931$1.32M0.1%N/A0.003%
1/16/2025 Lbmc Investment Advisors LLC4,042$344K0.0%-11.0%0.001%
1/15/2025 Aaron Wealth Advisors LLC5,697$484K0.1%+4.6%0.001%
1/15/2025 Whitaker Myers Wealth Managers LTD.3,014$256K0.1%N/A0.000%
1/15/2025 BNC Wealth Management LLC20,920$1.78M0.6%N/A0.003%
1/15/2025 Udine Wealth Management Inc.11,208$953K0.6%N/A0.002%
1/15/2025 HB Wealth Management LLC14,557$1.24M0.0%-4.7%0.002%
1/15/2025 KRS Capital Management LLC8,832$751K0.5%+11.5%0.001%
1/15/2025 Premier Path Wealth Partners LLC6,411$545K0.1%+8.6%0.001%
1/15/2025 Stonekeep Investments LLC4,606$391K0.3%+21.2%0.001%
1/15/2025 Arkadios Wealth Advisors40,656$3.46M0.2%+21.0%0.007%
1/15/2025 DB Fitzpatrick & Co Inc19,167$1.63M1.5%+11.0%0.003%
1/15/2025 Merit Financial Group LLC3,188$271K0.0%N/A0.001%
1/15/2025 Avanza Fonder AB28,408$2.41M0.1%N/A0.005%
1/15/2025 Wealthcare Advisory Partners LLC8,065$685K0.0%+9.8%0.001%
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1/15/2025 RF&L Wealth Management LLC4,000$340K0.2%-45.0%0.001%
1/15/2025 Procyon Advisors LLC26,305$2.24M0.1%+4.7%0.004%
1/15/2025 Goldstone Financial Group LLC2,705$230K0.0%-16.7%0.000%
1/15/2025 Yarbrough Capital LLC58,710$4.99M0.2%+16.7%0.009%
1/15/2025 Bouvel Investment Partners LLC18,093$1.54M0.6%+1.3%0.003%
1/15/2025 Profit Investment Management LLC11,796$1.00M0.8%-4.4%0.002%
1/15/2025 Gateway Investment Advisers LLC21,022$1.79M0.0%-35.8%0.003%
1/14/2025 RMR Wealth Builders3,140$267K0.0%-12.7%0.001%
1/14/2025 BluePath Capital Management LLC14,684$1.20M0.6%+14.7%0.002%
1/14/2025 CHURCHILL MANAGEMENT Corp36,433$3.10M0.0%+36.8%0.006%
1/14/2025 Richard P Slaughter Associates Inc28,825$2.45M0.5%-1.0%0.005%
1/14/2025 Park Avenue Securities LLC10,737$913K0.0%+25.5%0.002%
1/14/2025 Kathmere Capital Management LLC2,967$252K0.0%N/A0.000%
1/14/2025 Assenagon Asset Management S.A.292,571$24.87M0.0%+391.0%0.047%
1/14/2025 Fifth Third Wealth Advisors LLC2,723$231K0.0%N/A0.000%
1/14/2025 Oak Thistle LLC20,602$1.75M0.5%-11.6%0.003%
1/14/2025 SeaCrest Wealth Management LLC17,893$1.52M0.2%+14.5%0.003%
1/14/2025 Accurate Wealth Management LLC28,269$2.33M0.4%+35.1%0.005%
1/14/2025 180 Wealth Advisors LLC3,026$257K0.0%N/A0.000%
1/14/2025 Rosenberg Matthew Hamilton982$83K0.0%+18.3%0.000%
1/14/2025 Signal Advisors Wealth LLC15,279$1.30M0.1%-12.5%0.002%
1/13/2025 Johnson & White Wealth Management LLC2,549$221K0.1%N/A0.000%
1/13/2025 Friedenthal Financial8,750$744K0.4%N/A0.001%
1/13/2025 Claro Advisors LLC2,593$220K0.0%N/A0.000%
1/13/2025 Harbour Capital Advisors LLC3,030$279K0.1%N/A0.000%
1/13/2025 Salem Investment Counselors Inc.3,973$338K0.0%-28.4%0.001%
1/13/2025 CHICAGO TRUST Co NA3,550$302K0.1%N/A0.001%
1/10/2025 Graypoint LLC381,755$32.45M2.0%N/A0.062%
1/10/2025 RMR Wealth Builders3,140$267K0.0%-12.7%0.001%
1/10/2025 HBW Advisory Services LLC2,697$229K0.0%N/A0.000%
1/10/2025 Harbor Capital Advisors Inc.4,893$416K0.0%-38.0%0.001%
1/10/2025 Franklin Street Advisors Inc. NC34,295$2.92M0.2%N/A0.006%
1/10/2025 Ridgewood Investments LLC1,295$110K0.1%-27.6%0.000%
1/10/2025 ST Germain D J Co. Inc.103,915$8.83M0.4%-2.8%0.017%
1/10/2025 Wealth Enhancement Advisory Services LLC26,864$2.28M0.0%+0.5%0.004%
1/10/2025 Baker Tilly Wealth Management LLC5,637$479K0.2%+4.0%0.001%
1/8/2025 First Hawaiian Bank4,421$376K0.0%-11.7%0.001%
1/7/2025 Bank of New Hampshire1,690$144K0.0%-76.8%0.000%
1/6/2025 Insight Wealth Strategies LLC46,089$3.92M0.5%N/A0.007%
1/6/2025 Nordea Investment Management AB43,167$3.73M0.0%+5.6%0.007%
1/3/2025 Everence Capital Management Inc.13,280$1.13M0.1%N/A0.002%
1/3/2025 GAMMA Investing LLC2,493$212K0.0%+7.2%0.000%
1/3/2025 Versant Capital Management Inc394$33K0.0%+67.7%0.000%
12/19/2024Principal Financial Group Inc.41,029$2.75M0.0%-7.4%0.007%
12/13/2024B. Riley Wealth Advisors Inc.10,394$690K0.0%-18.4%0.002%
11/25/2024Synovus Financial Corp10,174$683K0.0%+18.6%0.002%
11/25/2024Wilmington Savings Fund Society FSB9,893$664K0.0%+38.1%0.002%
11/25/2024Sanctuary Advisors LLC52,412$3.52M0.0%+7.5%0.008%
11/19/2024Hohimer Wealth Management LLC15,833$1.06M0.2%+3.8%0.003%
11/18/2024TD Private Client Wealth LLC2,066$139K0.0%+15.8%0.000%
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11/18/2024Hobbs Group Advisors LLC561$38K0.0%-26.3%0.000%
11/18/2024Arete Wealth Advisors LLC5,757$384K0.0%-53.6%0.001%
11/18/2024Teachers Retirement System of The State of Kentucky102,588$6.89M0.1%+17.8%0.017%
11/18/2024Neo Ivy Capital Management5,038$338K0.1%N/A0.001%
11/18/2024Bares Capital Management Inc.2,953,234$198.25M18.0%-25.5%0.480%
11/16/2024Geode Capital Management LLC8,690,075$581.92M0.0%+1.6%1.412%
11/15/2024Conway Capital Management Inc.4,270$287K0.1%N/A0.001%
11/15/2024M&T Bank Corp33,439$2.25M0.0%+10.2%0.005%
11/15/2024LRI Investments LLC400$27K0.0%-46.0%0.000%
11/15/2024Public Employees Retirement System of Ohio240,188$16.12M0.1%-3.1%0.039%
(Data available from 1/1/2016 forward)

SQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SQ shares?

During the previous two years, 971 institutional investors and hedge funds held shares of Block. The most heavily invested institutionals were Vanguard Group Inc. ($3.09B), Capital World Investors ($1.11B), Sands Capital Management LLC ($1.06B), FMR LLC ($918.61M), Nikko Asset Management Americas Inc. ($706.93M), Baillie Gifford & Co. ($686.95M), and Geode Capital Management LLC ($581.92M).Learn more on SQ's institutional investors.

What percentage of Block stock is owned by institutional investors?

70.44% of Block stock is owned by institutional investors. Learn more on SQ's institutional investor holdings.

Which institutional investors have been buying Block stock?

Of the 813 institutional investors that purchased Block stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($11.69M), Baillie Gifford & Co. ($10.10M), Lone Pine Capital LLC ($7.54M), Norges Bank ($6.84M), Fisher Asset Management LLC ($6.79M), ARK Investment Management LLC ($2.88M), and Vanguard Group Inc. ($2.18M).

How much institutional buying is happening at Block?

Institutional investors have bought a total of 108,465,230 shares in the last 24 months. This purchase volume represents approximately $7.33B in transactions.

Which Block major shareholders have been selling company stock?

Of the 534 institutional investors that sold Block stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($22.00M), Daiwa Securities Group Inc. ($14.20M), New York State Common Retirement Fund ($13.97M), Fisher Asset Management LLC ($11.27M), Palisade Capital Management LLC NJ ($8.07M), Palisade Capital Management LP ($8.07M), and FMR LLC ($5.21M).

How much institutional selling is happening at Block?

Institutional investors have sold a total of 128,999,895 shares in the last 24 months. This volume of shares sold represents approximately $8.45B in transactions.


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This page (NYSE:SQ) was last updated on 1/20/2025 by MarketBeat.com Staff
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