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Who Owns Block Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Block Inc.

Who crossed 5% of XYZ →
Managers holding
26
as of 2026-09-30
Reported value
$5M
summed across filings
Shares held
67.2K
Added vs trimmed
11 / 7
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
GAMMA Investing LLCCommon Stock13.8K shadded$1M
Farther Finance Advisors, LLCStock12K shadded$884.7K
Wedmont Private CapitalCL A9.6K shadded$719.5K
Everhart Financial Group, Inc.CL A6.2K shadded$453.3K
TOTH FINANCIAL ADVISORY CORPCL A3.7K shadded$272.1K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL A3.5K shtrimmed$257.9K
Valeo Financial Advisors, LLCStock3.5K shadded$254.9K
Grove Bank & TrustCL A3K shtrimmed$220.5K
BAKER TILLY WEALTH MANAGEMENT, LLCCL A2.9K shadded$212.8K
Acropolis Investment Management, LLCCL A1.7K shtrimmed$126K
CoreCap Advisors, LLCStock1.6K shadded$119.6K
GK Wealth Management LLCCL A1.5K sh—$111.8K
Bank of New HampshireCL A1.2K shheld$87.5K
VALLEY WEALTH MANAGERS, INC.Stock1K shheld$73.5K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock803 shtrimmed$59K
ELEVATION WEALTH PARTNERS, LLCCL A747 shadded$54.9K
Central Pacific Bank - Trust DivisionCL A100 shheld$7.4K
Marquette Asset Management, LLCCL A81 shheld$6K
Byrne Asset Management LLCCOM78 shheld$5.8K
Retirement Wealth Solutions LLCCL A54 shadded$4K
Rosenberg Matthew HamiltonStock30 shtrimmed$2.2K
GILPIN WEALTH MANAGEMENT, LLCCL A28 sh—$2.1K
ARMSTRONG ADVISORY GROUP, INCCL A25 shtrimmed$1.8K
Davis Capital ManagementStock21 shadded$1.5K
MJT & Associates Financial Advisory Group, Inc.Stock8 shheld$589
Wealth Enhancement Trust Services, Inc.CL A8 shtrimmed$588

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on XYZ

Company overviewEverything on XYZ in one place, with the price.SEC filingsWhat XYZ's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat XYZ's own officers and directors buy and sell.Planned salesSales XYZ insiders have filed notice of.Executive payWhat XYZ awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold XYZ, and how big a bet.LobbyingWhat XYZ spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on XYZ's account, and who they worked for.PatentsWhat XYZ is filing at the patent office.

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