Block Ownership | Who Owns Block?
Block Ownership Summary
Block is owned by 62.99% institutional investors, 1.13% insiders, and 35.88% retail investors. Baker tilly wealth management is the largest institutional shareholder, holding 0% of XYZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.92% of its assets in Block shares.
XYZ Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Block | 62.99% | 1.13% | 35.88% |
Sector | Technology Stocks | 38.43% | 12.63% | 48.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Baker tilly wealth management | - | - | - |
Rf&l wealth management | - | - | - |
Global financial private client | - | - | - |
Signal advisors wealth | - | - | - |
First hawaiian bank | - | - | - |
Red spruce capital | - | - | - |
Procyon advisors | - | - | - |
Rise advisors | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Baker tilly wealth management | - | - | - |
Rf&l wealth management | - | - | - |
Global financial private client | - | - | - |
Signal advisors wealth | - | - | - |
First hawaiian bank | - | - | - |
Red spruce capital | - | - | - |
Procyon advisors | - | - | - |
Rise advisors | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Rise advisors | - | - | -16.00 |
Global financial private client | - | - | -336.00 |
Rf&l wealth management | - | - | -4.00K |
First hawaiian bank | - | - | -4.17K |
Baker tilly wealth management | - | - | -5.97K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Procyon advisors | - | - | -28.58K |
Red spruce capital | - | - | -15.08K |
Signal advisors wealth | - | - | -14.72K |
Baker tilly wealth management | - | - | -5.97K |
First hawaiian bank | - | - | -4.17K |
Sold Out
Holder | Change |
---|---|
Rise advisors | -16.00 |
Global financial private client | -336.00 |
Rf&l wealth management | -4.00K |
First hawaiian bank | -4.17K |
Baker tilly wealth management | -5.97K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 1,061 | - | 390,159,467 | - | 62 | - | 989 | - | - | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 17.95M | 2.92% | 11.19K |
Vanguard Mid Cap Index Institutional | 12.28M | 2.00% | 115.78K |
Vanguard Institutional Extnd Mkt Idx Tr | 8.73M | 1.42% | 73.00K |
Vanguard Growth Index Investor | 6.67M | 1.08% | 13.29K |
MS INVF Global Opportunity Z | 4.57M | 0.74% | 540.68K |
Sands Capital Global Growth Equity | 4.56M | 0.74% | -297.58K |
Vanguard Mid-Cap Growth ETF | 4.34M | 0.71% | 11.25K |
State St Russell Sm/Mid Cp® Indx SL Cl I | 3.26M | 0.53% | 58.80K |
Fidelity Extended Market Index | 3.10M | 0.50% | -8.01K |
American Funds Growth Fund of Amer A | 2.68M | 0.43% | -4.47K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 02, 2025 | Jennings Owen Britton | Business Lead | Sell | $72.72K |
Jul 02, 2025 | Grassadonia Brian | Ecosystem Lead | Sell | $92.95K |
Jul 02, 2025 | Esperanza Chrysty | Chief Legal Officer | Sell | $28.12K |
Jul 02, 2025 | Dale Ajmere | Chief Accounting Officer | Sell | $25.35K |
Jul 02, 2025 | Ahuja Amrita | CFO & COO | Sell | $93.57K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 2 |
2025 Q2 | - | 20 |
2025 Q1 | - | 7 |
XYZ Ownership FAQ
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