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Block (XYZ) Institutional Ownership

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$50.17 -3.80 (-7.04%)
As of 04/4/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Block (NYSE:XYZ)

Current
Institutional Ownership
Percentage
70.44%
Number of
Institutional Buyers
(last 12 months)
412
Total
Institutional Inflows
(last 12 months)
$626.02M
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$922.98M
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XYZ Institutional Buying and Selling by Quarter

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Block Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025PFG Investments LLC14,695$1.25M0.1%-6.2%0.002%
1/22/2025Drive Wealth Management LLC23,735$2.02M0.5%-2.1%0.004%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,154$778K0.0%+183.8%0.001%
1/21/2025Guerra Pan Advisors LLC2,486$211K0.2%N/A0.000%
1/21/2025Jamison Private Wealth Management Inc.8,408$715K0.1%-5.2%0.001%
1/21/2025Moody Lynn & Lieberson LLC44,413$3.78M0.2%N/A0.007%
1/21/2025Flagship Harbor Advisors LLC11,313$962K0.1%-8.6%0.002%
1/21/2025Toth Financial Advisory Corp7,300$620K0.1%+18,150.0%0.001%
1/21/2025Nepsis Inc.114,941$9.77M1.4%N/A0.019%
1/21/2025Harel Insurance Investments & Financial Services Ltd.1,692$144K0.0%-11.4%0.000%
1/21/2025Exchange Traded Concepts LLC28,594$2.43M0.0%+117.9%0.005%
1/21/2025Private Capital Advisors Inc.185,043$15.73M1.9%N/A0.030%
1/21/2025Financial Partners Group LLC2,880$245K0.1%-23.2%0.000%
1/21/2025Cornerstone Wealth Management LLC3,686$313K0.0%-11.9%0.001%
1/21/2025Brighton Jones LLC4,650$395K0.0%+10.8%0.001%
1/17/2025Key Client Fiduciary Advisors LLC8,340$709K0.3%+1.4%0.001%
1/17/2025Whalen Wealth Management Inc.6,202$527K0.4%N/A0.001%
1/17/2025Avior Wealth Management LLC7,257$617K0.0%-3.8%0.001%
1/17/2025Mutual Advisors LLC5,040$435K0.0%+11.0%0.001%
1/17/2025Independent Wealth Network Inc.2,862$243K0.1%N/A0.000%
1/17/2025Janney Montgomery Scott LLC27,401$2.33M0.0%-27.5%0.004%
1/17/2025SG Americas Securities LLC8,526$725K0.0%-59.0%0.001%
1/17/2025Magnus Financial Group LLC2,558$217K0.0%N/A0.000%
1/17/2025Simon Quick Advisors LLC2,390$203K0.0%N/A0.000%
1/17/2025Red Spruce Capital LLC15,740$1.34M0.6%+6.9%0.003%
1/17/2025Octavia Wealth Advisors LLC2,936$250K0.0%-6.1%0.000%
1/17/2025Mitsubishi UFJ Asset Management UK Ltd.6,000$510K0.2%N/A0.001%
1/17/2025JBGlobal.com LLC8,713$741K0.8%N/A0.001%
1/17/2025Atomi Financial Group Inc.11,294$960K0.0%+21.7%0.002%
1/17/2025Chesley Taft & Associates LLC3,540$301K0.0%N/A0.001%
1/17/2025Alpha Cubed Investments LLC12,529$1.07M0.0%N/A0.002%
1/17/2025TB Alternative Assets Ltd.41,529$3.53M0.9%N/A0.007%
1/17/2025Perpetual Ltd126,828$10.78M0.1%N/A0.020%
1/16/2025Legal Advantage Investments Inc.23,160$1.97M1.0%+13.2%0.004%
1/16/2025Ballentine Partners LLC7,592$645K0.0%+18.1%0.001%
1/16/2025Ulland Investment Advisors LLC2,135$181K0.1%+92.3%0.000%
1/16/2025Harbor Investment Advisory LLC4,735$402K0.0%+31.2%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB418$36K0.0%+48.2%0.000%
1/16/2025Lee Johnson Capital Management LLC44,209$3.76M2.0%N/A0.007%
1/16/2025UMB Bank n.a.56,462$4.80M0.1%+2,352.7%0.009%
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1/16/2025Diversify Advisory Services LLC15,931$1.32M0.1%N/A0.003%
1/16/2025Lbmc Investment Advisors LLC4,042$344K0.0%-11.0%0.001%
1/15/2025Aaron Wealth Advisors LLC5,697$484K0.1%+4.6%0.001%
1/15/2025Whitaker Myers Wealth Managers LTD.3,014$256K0.1%N/A0.000%
1/15/2025BNC Wealth Management LLC20,920$1.78M0.6%N/A0.003%
1/15/2025Udine Wealth Management Inc.11,208$953K0.6%N/A0.002%
1/15/2025HB Wealth Management LLC14,557$1.24M0.0%-4.7%0.002%
1/15/2025KRS Capital Management LLC8,832$751K0.5%+11.5%0.001%
1/15/2025Premier Path Wealth Partners LLC6,411$545K0.1%+8.6%0.001%
1/15/2025Stonekeep Investments LLC4,606$391K0.3%+21.2%0.001%
1/15/2025Arkadios Wealth Advisors40,656$3.46M0.2%+21.0%0.007%
1/15/2025DB Fitzpatrick & Co Inc19,167$1.63M1.5%+11.0%0.003%
1/15/2025Merit Financial Group LLC3,188$271K0.0%N/A0.001%
1/15/2025Avanza Fonder AB28,408$2.41M0.1%N/A0.005%
1/15/2025Wealthcare Advisory Partners LLC8,065$685K0.0%+9.8%0.001%
1/15/2025RF&L Wealth Management LLC4,000$340K0.2%-45.0%0.001%
1/15/2025Procyon Advisors LLC26,305$2.24M0.1%+4.7%0.004%
1/15/2025Goldstone Financial Group LLC2,705$230K0.0%-16.7%0.000%
1/15/2025Yarbrough Capital LLC58,710$4.99M0.2%+16.7%0.009%
1/15/2025Bouvel Investment Partners LLC18,093$1.54M0.6%+1.3%0.003%
1/15/2025Profit Investment Management LLC11,796$1.00M0.8%-4.4%0.002%
1/15/2025Gateway Investment Advisers LLC21,022$1.79M0.0%-35.8%0.003%
1/14/2025RMR Wealth Builders3,140$267K0.0%-12.7%0.001%
1/14/2025BluePath Capital Management LLC14,684$1.20M0.6%+14.7%0.002%
1/14/2025CHURCHILL MANAGEMENT Corp36,433$3.10M0.0%+36.8%0.006%
1/14/2025Richard P Slaughter Associates Inc28,825$2.45M0.5%-1.0%0.005%
1/14/2025Park Avenue Securities LLC10,737$913K0.0%+25.5%0.002%
1/14/2025Kathmere Capital Management LLC2,967$252K0.0%N/A0.000%
1/14/2025Assenagon Asset Management S.A.292,571$24.87M0.0%+391.0%0.047%
1/14/2025Fifth Third Wealth Advisors LLC2,723$231K0.0%N/A0.000%
1/14/2025Oak Thistle LLC20,602$1.75M0.5%-11.6%0.003%
1/14/2025SeaCrest Wealth Management LLC17,893$1.52M0.2%+14.5%0.003%
1/14/2025Accurate Wealth Management LLC28,269$2.33M0.4%+35.1%0.005%
1/14/2025180 Wealth Advisors LLC3,026$257K0.0%N/A0.000%
1/14/2025Rosenberg Matthew Hamilton982$83K0.0%+18.3%0.000%
1/14/2025Signal Advisors Wealth LLC15,279$1.30M0.1%-12.5%0.002%
1/13/2025Johnson & White Wealth Management LLC2,549$221K0.1%N/A0.000%
1/13/2025Friedenthal Financial8,750$744K0.4%N/A0.001%
1/13/2025Claro Advisors LLC2,593$220K0.0%N/A0.000%
1/13/2025Harbour Capital Advisors LLC3,030$279K0.1%N/A0.000%
1/13/2025Salem Investment Counselors Inc.3,973$338K0.0%-28.4%0.001%
1/13/2025CHICAGO TRUST Co NA3,550$302K0.1%N/A0.001%
1/10/2025Graypoint LLC381,755$32.45M2.0%N/A0.062%
1/10/2025RMR Wealth Builders3,140$267K0.0%-12.7%0.001%
1/10/2025HBW Advisory Services LLC2,697$229K0.0%N/A0.000%
1/10/2025Harbor Capital Advisors Inc.4,893$416K0.0%-38.0%0.001%
1/10/2025Franklin Street Advisors Inc. NC34,295$2.92M0.2%N/A0.006%
1/10/2025Ridgewood Investments LLC1,295$110K0.1%-27.6%0.000%
1/10/2025ST Germain D J Co. Inc.103,915$8.83M0.4%-2.8%0.017%
1/10/2025Wealth Enhancement Advisory Services LLC26,864$2.28M0.0%+0.5%0.004%
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1/10/2025Baker Tilly Wealth Management LLC5,637$479K0.2%+4.0%0.001%
1/8/2025 First Hawaiian Bank4,421$376K0.0%-11.7%0.001%
1/7/2025Bank of New Hampshire1,690$144K0.0%-76.8%0.000%
1/6/2025 Insight Wealth Strategies LLC46,089$3.92M0.5%N/A0.007%
1/6/2025Nordea Investment Management AB43,167$3.73M0.0%+5.6%0.007%
1/3/2025Everence Capital Management Inc.13,280$1.13M0.1%N/A0.002%
1/3/2025GAMMA 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%
(Data available from 1/1/2016 forward)

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XYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XYZ shares?

During the previous two years, 916 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 XYZ'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 XYZ's institutional investor holdings.

Which institutional investors have been buying Block stock?

Of the 762 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), ARK Investment Management LLC ($2.88M), Vanguard Group Inc. ($2.18M), and Trivest Advisors Ltd ($2.03M).

How much institutional buying is happening at Block?

Institutional investors have bought a total of 94,761,656 shares in the last 24 months. This purchase volume represents approximately $2.92B in transactions.

Which Block major shareholders have been selling company stock?

Of the 483 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), FMR LLC ($5.21M), Brown Advisory Inc. ($4.22M), and Bares Capital Management Inc. ($4.06M).

How much institutional selling is happening at Block?

Institutional investors have sold a total of 108,811,135 shares in the last 24 months. This volume of shares sold represents approximately $4.87B in transactions.


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This page (NYSE:XYZ) was last updated on 4/5/2025 by MarketBeat.com Staff
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