Block (SQ) Institutional Ownership

$71.60
-1.93 (-2.62%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Block (NYSE:SQ)

Current
Institutional Ownership
Percentage
70.44%
Number of
Institutional Buyers
(last 12 months)
539
Total
Institutional Inflows
(last 12 months)
$4.83B
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$4.68B
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SQ Institutional Buying and Selling by Quarter

Block Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Concurrent Investment Advisors LLC3,914$331K0.0%-17.9%0.001%
5/7/2024RPG Investment Advisory LLC47,075$3.98M0.6%-2.1%0.008%
5/7/2024Atomi Financial Group Inc.8,134$688K0.1%+6.0%0.001%
5/7/2024SIH Partners LLLP200,020$16.92M12.5%N/A0.032%
5/7/2024River Global Investors LLP21,963$1.86M0.5%+18.4%0.004%
5/7/2024Swiss National Bank1,657,786$140.22M0.1%-3.5%0.269%
5/7/2024Forsta AP Fonden113,800$9.63M0.1%+13.1%0.018%
5/7/2024Mitsubishi UFJ Asset Management UK Ltd.5,000$423K0.2%-64.3%0.001%
5/7/2024ClariVest Asset Management LLC36,016$3.05M0.3%-69.7%0.006%
5/7/2024Oppenheimer & Co. Inc.10,419$881K0.0%-50.0%0.002%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,834$324K0.0%+12.9%0.001%
5/7/2024 Alphinity Investment Management Pty Ltd434,399$36.56M0.3%N/A0.071%
5/7/2024Empowered Funds LLC20,750$1.76M0.0%+28.2%0.003%
5/6/2024Envestnet Portfolio Solutions Inc.6,947$588K0.0%+53.9%0.001%
5/6/2024Duality Advisers LP34,899$2.95M0.3%+2.7%0.006%
5/4/2024 Geneos Wealth Management Inc.5,845$494K0.0%-5.6%0.001%
5/4/2024 WBI Investments LLC4,121$349K0.1%N/A0.001%
5/3/2024 Clarity Capital Partners LLC29,638$2.51M1.6%-14.9%0.005%
5/3/2024 Avidian Wealth Solutions LLC4,080$345K0.0%-7.9%0.001%
5/3/2024 Avory & Company LLC254,685$21.54M14.7%-5.9%0.041%
5/3/2024 GSA Capital Partners LLP16,124$1.36M0.1%+55.9%0.003%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S19,453$1.65M0.0%+1.6%0.003%
5/3/2024 Boomfish Wealth Group LLC12,102$1.02M0.7%-3.4%0.002%
5/3/2024 Nikko Asset Management Americas Inc.8,358,071$706.93M7.0%-7.0%1.358%
5/3/2024 Whittier Trust Co.1,852$157K0.0%-67.3%0.000%
5/2/2024 Daiwa Securities Group Inc.127,001$10.74M0.1%+240.9%0.021%
5/2/2024 Nordea Investment Management AB38,862$3.25M0.0%+3.8%0.006%
5/2/2024 Gilbert & Cook Inc.10,494$888K0.1%+9.7%0.002%
5/2/2024 BNP Paribas24,192$2.05M0.1%N/A0.004%
5/2/2024 Tobam1,507$127K0.0%N/A0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.15,580$1.32M0.1%+8.9%0.003%
5/2/2024 Moloney Securities Asset Management LLC69,992$5.92M0.9%+9.5%0.011%
5/2/2024 Hollencrest Capital Management1,412$119K0.0%+242.7%0.000%
5/2/2024 Westwood Wealth Management4,560$386K0.2%-43.8%0.001%
5/1/2024 Janney Montgomery Scott LLC86,265$7.30M0.0%+129.3%0.014%
5/1/2024 Mirae Asset Global Investments Co. Ltd.679,363$57.46M0.1%+42.3%0.110%
5/1/2024 Baillie Gifford & Co.6,921,254$585.40M0.5%+16.6%1.124%
5/1/2024 Prosperity Consulting Group LLC4,003$339K0.0%N/A0.001%
5/1/2024 Sequoia Financial Advisors LLC7,677$649K0.0%-43.5%0.001%
5/1/2024 Diversify Advisory Services LLC2,619$213K0.0%N/A0.000%
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5/1/2024 SeaBridge Investment Advisors LLC41,568$3.52M0.9%+373.0%0.007%
4/30/2024 Private Advisor Group LLC33,069$2.80M0.0%-11.1%0.005%
4/30/2024 J.W. Cole Advisors Inc.2,783$234K0.0%N/A0.000%
4/30/2024 Cutter & CO Brokerage Inc.4,115$348K0.1%-21.8%0.001%
4/30/2024 Norden Group LLC5,681$480K0.0%N/A0.001%
4/30/2024 Van ECK Associates Corp275,733$23.32M0.0%+28.0%0.045%
4/30/2024 SWS Partners24,452$2.07M0.6%+109.8%0.004%
4/30/2024 HB Wealth Management LLC14,314$1.21M0.0%+5.4%0.002%
4/30/2024 SpiderRock Advisors LLC47,820$3.87M0.1%N/A0.008%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,000$85K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors32,300$2.73M0.2%-12.7%0.005%
4/30/2024 Caprock Group LLC2,961$250K0.0%-27.9%0.000%
4/30/2024 Claret Asset Management Corp2,908$246K0.0%-5.4%0.000%
4/30/2024 Allspring Global Investments Holdings LLC303,201$25.65M0.0%+2,333.6%0.049%
4/29/2024Commonwealth Equity Services LLC298,622$25.26M0.0%+6.8%0.049%
4/29/2024 Principal Financial Group Inc.50,066$4.24M0.0%+18.3%0.008%
4/29/2024 Benjamin Edwards Inc.1,313$111K0.0%-13.2%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.2,095$177K0.0%+20.5%0.000%
4/29/2024 Mn Services Vermogensbeheer B.V.223,800$18.93M0.1%-11.1%0.036%
4/29/2024 XY Capital Ltd83,339$7.05M3.2%N/A0.014%
4/27/2024 White Pine Investment CO3,935$333K0.1%+10.5%0.001%
4/26/2024 McGuire Investment Group LLC34,004$2.88M0.4%-0.8%0.006%
4/26/2024 UMB Bank n.a.5,507$466K0.0%-6.0%0.001%
4/26/2024 Yousif Capital Management LLC7,852$664K0.0%+21.9%0.001%
4/26/2024 YHB Investment Advisors Inc.385$33K0.0%N/A0.000%
4/25/2024 Lindbrook Capital LLC2,458$208K0.0%+7.1%0.000%
4/25/2024 Gainplan LLC10,066$851K0.4%N/A0.002%
4/25/2024 Equitable Trust Co.2,946$249K0.0%N/A0.000%
4/25/2024 Capital Investment Advisory Services LLC8,466$716K0.1%+52.4%0.001%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund112,137$9.49M0.1%+1.8%0.018%
4/25/2024 Aaron Wealth Advisors LLC4,831$409K0.1%+3.4%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.97,688$8.26M0.0%+22.9%0.016%
4/24/2024 CENTRAL TRUST Co827$70K0.0%-20.3%0.000%
4/24/2024 Newbridge Financial Services Group Inc.3,658$309K0.1%-65.0%0.001%
4/24/2024 Premier Path Wealth Partners LLC4,993$424K0.1%+17.5%0.001%
4/24/2024 Pitti Group Wealth Management LLC4,438$355K0.4%-6.4%0.001%
4/24/2024 SOL Capital Management CO5,925$501K0.1%-7.0%0.001%
4/24/2024 Simplicity Wealth LLC6,617$560K0.0%N/A0.001%
4/24/2024 Avitas Wealth Management LLC15,174$1.28M0.2%-44.3%0.002%
4/24/2024 Spire Wealth Management1,405$119K0.0%-29.6%0.000%
4/24/2024 Assenagon Asset Management S.A.347,709$29.41M0.1%+142.1%0.056%
4/23/2024 Twin Peaks Wealth Advisors LLC2,406$203K0.1%N/A0.000%
4/23/2024 Covenant Asset Management LLC4,564$386K0.1%-16.0%0.001%
4/23/2024 Venturi Wealth Management LLC1,754$148K0.0%-22.7%0.000%
4/23/2024 Amalgamated Bank33,689$2.85M0.0%-36.7%0.005%
4/23/2024 Nations Financial Group Inc. IA ADV7,529$637K0.1%N/A0.001%
4/23/2024 Stablepoint Partners LLC2,433$206K0.0%N/A0.000%
4/23/2024 Strategic Blueprint LLC4,110$348K0.0%+6.9%0.001%
4/23/2024 Accurate Wealth Management LLC9,571$810K0.2%+107.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.120,551$10.20M0.0%-6.8%0.020%
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4/23/2024 Prospect Financial Services LLC2,488$210K0.2%N/A0.000%
4/22/2024 Nilsine Partners LLC6,603$558K0.1%+16.6%0.001%
4/22/2024 PFG Investments LLC17,374$1.47M0.1%+56.7%0.003%
4/22/2024 Drive Wealth Management LLC25,644$2.17M0.6%+7.0%0.004%
4/22/2024 Raymond James & Associates470,618$39.81M0.0%+12.0%0.076%
4/22/2024 IFM Investors Pty Ltd111,237$9.41M0.1%-0.2%0.018%
4/20/2024 Maryland State Retirement & Pension System43,283$3.66M0.1%+2.6%0.007%
4/19/2024 New Century Financial Group LLC13,257$1.12M0.8%N/A0.002%
4/19/2024 Financial Perspectives Inc2,300$195K0.1%+7.2%0.000%
4/19/2024 First Trust Direct Indexing L.P.10,115$856K0.1%+65.8%0.002%
(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, 951 institutional investors and hedge funds held shares of Block. The most heavily invested institutionals were Vanguard Group Inc. ($2.80B), Sands Capital Management LLC ($1.06B), Capital World Investors ($967.94M), ARK Investment Management LLC ($919.51M), FMR LLC ($918.61M), Sumitomo Mitsui Trust Holdings Inc. ($825.25M), and Nikko Asset Management Americas Inc. ($706.93M).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 788 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. ($6.94M), Norges Bank ($6.84M), Fisher Asset Management LLC ($6.79M), Lone Pine Capital LLC ($6.61M), Renaissance Technologies LLC ($5.40M), and Vanguard Group Inc. ($3.10M).

How much institutional buying is happening at Block?

Institutional investors have bought a total of 114,921,748 shares in the last 24 months. This purchase volume represents approximately $7.68B in transactions.

Which Block major shareholders have been selling company stock?

Of the 538 institutional investors that sold Block stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allianz Asset Management GmbH ($457.15M), The Manufacturers Life Insurance Company ($22.86M), Daiwa Securities Group Inc. ($14.17M), Edmond DE Rothschild Holding S.A. ($12.46M), Fisher Asset Management LLC ($12.16M), New York State Common Retirement Fund ($9.53M), and Palisade Capital Management LLC NJ ($8.07M).

How much institutional selling is happening at Block?

Institutional investors have sold a total of 590,334,831 shares in the last 24 months. This volume of shares sold represents approximately $34.60B in transactions.


This page (NYSE:SQ) was last updated on 5/7/2024 by MarketBeat.com Staff

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