Institutional Ownership Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ). We have compiled data on the 1,320 institutions that hold shares in the stock, with a total of 376 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,758
shares
|
$215,032
0.0% of portfolio
|
Q4 2024
Reduced 51.91%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
3,746
shares
|
$214,346
0.0% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
3,740
shares
|
$214,002
0.23% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
3,733
shares
|
$213,602
0.06% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,712
shares
|
$212,400
0.03% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,704
shares
|
$211,942
0.05% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
3,691
shares
|
$211,199
0.0% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,686
shares
|
$210,912
0.02% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
3,672
shares
|
$210,111
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
3,653
shares
|
$209,024
0.02% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,649
shares
|
$208,795
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,625
shares
|
$207,422
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
3,560
shares
|
$203,703
0.08% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
3,550
shares
|
$203,131
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,549
shares
|
$203,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
3,540
shares
|
$202,558
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,515
shares
|
$201,128
0.12% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
3,515
shares
|
$201,128
0.16% of portfolio
|
Q2 2022
Reduced 2.23%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,515
shares
|
$201,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,451
shares
|
$197,466
0.0% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Westwood Wealth Management
|
Feb 13, 2025 Q4 2024 |
3,450
shares
|
$197,409
0.11% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,396
shares
|
$194,319
0.0% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,393
shares
|
$194,147
0.0% of portfolio
|
Q4 2024
Added 147.48%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,387
shares
|
$193,804
0.01% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,387
shares
|
$193,804
0.01% of portfolio
|
Q3 2021
Added 0.12%
|