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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
3,014
shares
|
$172,461
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
3,010
shares
|
$172,232
0.01% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
3,000
shares
|
$171,660
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,990
shares
|
$171,087
0.06% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,983
shares
|
$170,687
0.03% of portfolio
|
Q4 2024
Added 117.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,967
shares
|
$169,771
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,937
shares
|
$168,055
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,936
shares
|
$167,997
0.03% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
2,935
shares
|
$167,940
0.15% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
2,928
shares
|
$167,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,927
shares
|
$167,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
2,923
shares
|
$167,254
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,920
shares
|
$167,082
0.02% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,916
shares
|
$166,853
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,916
shares
|
$166,853
0.02% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Feb 14, 2025 Q4 2024 |
2,906
shares
|
$166,281
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
2,884
shares
|
$165,022
0.02% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
2,880
shares
|
$164,793
0.1% of portfolio
|
Q4 2024
Reduced 23.18%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,864
shares
|
$163,878
0.04% of portfolio
|
Q4 2024
Reduced 19.07%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,862
shares
|
$163,763
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,851
shares
|
$163,134
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
2,836
shares
|
$162,275
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
2,828
shares
|
$161,818
0.24% of portfolio
|
Q4 2024
Reduced 31.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,826
shares
|
$161,703
0.01% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
2,750
shares
|
$157,355
0.19% of portfolio
|
Q4 2024
Reduced 0.11%
|