Block Inc (SQ) Ownership

74.32 ↑1.53 (2.10%)

As of April 26, 2024, 12:31pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Block Inc (SQ), owning a total of 36.2 million shares. Combined, the top 29 institutional holders of SQ own 49.49% of the company with a total of 304.3 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of SQ by 15 million shares. 14 institutions bought 20,938,476 total additional shares and increased their ownership by an average of 265.64%. However 5 institutions sold 5,890,438 total shares and decreased their ownership by an average of 12.05%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Block increased by a net total of 15,048,038 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.878%	3.658%	36,192,701	1,277,043	2023-12-31
BlackRock Inc	5.631%	5.307%	34,669,559	1,747,238	2023-12-31
FMR Inc	3.598%	6.723%	22,150,195	1,395,311	2023-12-31
Morgan Stanley - Brokerage Accounts	2.943%	16.878%	18,118,395	2,616,455	2023-12-31
Sands Capital Management, LLC	2.233%	-2.091%	13,748,994	-293,655	2023-12-31
Capital World Investors	2.033%	1.725%	12,513,788	212,218	2023-12-31
ARK Investment Management LLC	1.931%	9.190%	11,887,628	1,000,514	2023-12-31
State Street Corporation	1.872%	4.603%	11,523,707	507,100	2023-12-31
Sumitomo Mitsui Trust Holdings Inc	1.686%	0.730%	10,377,973	75,161	2023-12-31
Nikko Asset Management Americas Inc	1.459%	0.805%	8,982,862	71,735	2023-12-31
Wellington Management Company LLP	1.391%	-23.059%	8,564,506	-2,566,821	2023-12-31
Loomis, Sayles & Company LP	1.312%	-1.618%	8,077,071	-132,859	2023-12-31
Geode Capital Management, LLC	1.297%	4.851%	7,983,667	369,365	2023-12-31
NORGES BANK	1.111%	21.417%	6,838,990	1,206,362	2023-12-31
Lone Pine Capital LLC	1.073%	69.995%	6,606,269	2,720,123	2023-12-31
Dragoneer Investment Group, LLC	1.007%	-30.918%	6,198,016	-2,773,911	2023-12-31
JPMorgan Chase & Co	0.994%	47.389%	6,122,548	1,968,541	2023-12-31
Baillie Gifford & Co Limited.	0.964%	3,525.710%	5,935,002	5,771,310	2023-12-31
Bank of New York Mellon Corp	0.761%	-2.562%	4,684,568	-123,192	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.878%	3.658%	36,192,701	1,277,043	2023-12-31
BlackRock Inc	5.631%	5.307%	34,669,559	1,747,238	2023-12-31
FMR Inc	3.598%	6.723%	22,150,195	1,395,311	2023-12-31
Morgan Stanley - Brokerage Accounts	2.943%	16.878%	18,118,395	2,616,455	2023-12-31
Sands Capital Management, LLC	2.233%	-2.091%	13,748,994	-293,655	2023-12-31
Capital World Investors	2.033%	1.725%	12,513,788	212,218	2023-12-31
Viking Global Investors LP	2.007%	0.000%	12,324,808	12,324,808	2023-09-30
ARK Investment Management LLC	1.931%	9.190%	11,887,628	1,000,514	2023-12-31
State Street Corporation	1.872%	4.603%	11,523,707	507,100	2023-12-31
Fisher Asset Management, LLC	1.859%	-0.164%	11,341,374	-18,598	2023-03-31
Sumitomo Mitsui Trust Holdings Inc	1.686%	0.730%	10,377,973	75,161	2023-12-31
Nikko Asset Management Americas Inc	1.459%	0.805%	8,982,862	71,735	2023-12-31
Wellington Management Company LLP	1.391%	-23.059%	8,564,506	-2,566,821	2023-12-31
Coatue Management LLC	1.383%	-14.081%	8,491,001	-1,391,540	2023-06-30
Loomis, Sayles & Company LP	1.312%	-1.618%	8,077,071	-132,859	2023-12-31
Geode Capital Management, LLC	1.297%	4.851%	7,983,667	369,365	2023-12-31
NORGES BANK	1.111%	21.417%	6,838,990	1,206,362	2023-12-31
Lone Pine Capital LLC	1.073%	69.995%	6,606,269	2,720,123	2023-12-31
Dragoneer Investment Group, LLC	1.007%	-30.918%	6,198,016	-2,773,911	2023-12-31
JPMorgan Chase & Co	0.994%	47.389%	6,122,548	1,968,541	2023-12-31
Baillie Gifford & Co Limited.	0.964%	3,525.710%	5,935,002	5,771,310	2023-12-31
Capital Research & Mgmt Co - Division 3	0.826%	49.064%	5,038,062	1,658,269	2023-03-31
Bank of New York Mellon Corp	0.761%	-2.562%	4,684,568	-123,192	2023-12-31
Bank of America Corp	0.757%	46.604%	4,620,741	1,468,879	2023-03-31
ING Investment Management LLC	0.743%	268.313%	4,564,422	3,325,143	2023-09-30
Bares Capital Management Inc	0.715%	0.259%	4,399,425	11,376	2023-09-30
Brown Advisory Holdings Inc	0.699%	14.610%	4,293,154	547,264	2023-06-30
T. Rowe Price Associates, Inc.	0.698%	-14.851%	4,288,807	-748,020	2023-06-30
Goldman Sachs Group Inc	0.630%	-23.489%	3,807,798	-1,169,016	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Block Inc (SQ), owning a total of 17.4 million shares. Combined, the top 46 mutual fund holders of SQ own 30.63% of the company with a total of 187.5 million shares.

In the latest ownership report on March 31st 2024, the top 46 fund holders increased their combined ownership of SQ by 2.3 million shares. 1 funds bought 69,800 total additional shares and increased their ownership by an average of 2.10%. However 2 funds sold 2,339,331 total shares and decreased their ownership by an average of 20.2%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Block decreased by a net total of -2,269,531 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Disruptive Innovation Full Composite	1.044%	-17.851%	6,424,597	-1,396,089	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.551%	2.100%	3,393,515	69,800	2024-03-31
Sands Capital Select Growth TE Inst EQ	0.526%	-22.558%	3,238,202	-943,242	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.820%	-0.332%	17,363,877	-57,768	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.728%	2.480%	16,754,041	405,435	2023-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.331%	0.378%	8,193,744	30,876	2024-02-29
Vanguard Extended Market Index Investor	1.247%	0.292%	7,607,526	22,109	2023-08-31
ARK Innovation ETF	1.046%	-0.577%	6,441,205	-37,368	2024-03-28
ARK Disruptive Innovation Full Composite	1.044%	-17.851%	6,424,597	-1,396,089	2024-03-31
Capital Group Growth Fnd of Amer Comp	0.911%	0.000%	5,607,795	0	2023-12-31
American Funds Growth Fund of Amer A	0.911%	0.000%	5,607,795	0	2023-12-31
Sands Capital Global Growth Equity	0.860%	17.731%	5,294,285	797,361	2023-12-31
Vanguard Growth Index Investor	0.836%	0.867%	5,146,322	44,231	2024-02-29
Sands Select Growth Equity	0.824%	1,515.280%	4,986,020	4,677,341	2023-06-30
Sands Global Growth Eqty	0.766%	-0.324%	4,630,693	-15,028	2023-03-31
Fidelity Advisor® Growth Opps M	0.722%	-10.592%	4,432,500	-525,100	2023-11-30
American Funds New Perspective A	0.610%	41.984%	3,691,051	1,091,423	2023-03-31
Capital Group New Perspective Comp	0.610%	41.984%	3,691,051	1,091,423	2023-03-31
MS INVF Global Opportunity Z	0.588%	4.295%	3,617,915	148,978	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.551%	2.100%	3,393,515	69,800	2024-03-31
Fidelity Global Innovators Cl P5	0.544%	70.929%	3,277,428	1,360,007	2022-12-31
Sands Capital Select Growth TE Inst EQ	0.526%	-22.558%	3,238,202	-943,242	2024-03-31
Fidelity® Puritan®	0.532%	389.004%	3,215,200	2,557,700	2023-02-28
JPMorgan Large Cap Growth I	0.527%	14.787%	3,214,551	414,097	2023-07-31
T. Rowe Price US Large-Cap Core Grwth Eq	0.527%	-5.290%	3,149,593	-175,924	2022-09-30
Fidelity Extended Market Index	0.507%	0.896%	3,122,895	27,726	2024-02-29
T. Rowe Price Blue Chip Growth	0.503%	-3.919%	3,026,173	-123,420	2022-12-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.503%	-3.919%	3,026,173	-123,420	2022-12-31
Fidelity® Extended Market Index	0.482%	0.916%	2,956,722	26,822	2023-11-30
AMOne Global ESG Hi Quality Gr Eq MF	0.475%	-4.402%	2,923,531	-134,613	2023-07-14
Nikko AM ARK Disruptive Innovation A USD	0.425%	-1.566%	2,618,184	-41,658	2024-02-29
Fidelity® Select Software & IT Svcs Port	0.425%	0.000%	2,609,700	0	2023-10-31
Select Software & IT Svcs Port	0.425%	0.000%	2,609,700	0	2023-10-31
Fidelity Global Innovators Cl F	0.409%	-24.021%	2,512,427	-794,325	2023-06-30
Nikko AM ARK Pstv Chg Innovt P JPY Acc	0.408%	-1.042%	2,512,039	-26,438	2024-02-29
Vanguard US Growth Investor	0.411%	52.255%	2,504,577	859,583	2023-06-30
Vanguard Information Technology ETF	0.413%	-1.500%	2,498,814	-38,052	2023-04-30
Fidelity Canadian Growth Company Sr B	0.397%	-22.786%	2,437,855	-719,400	2023-06-30
Allianz Global Artfcl Intlgc W EUR	0.383%	-12.994%	2,351,934	-351,242	2023-10-31
Fidelity Blue Chip Growth	0.380%	14.592%	2,339,374	297,900	2024-02-29
Fidelity Select Software & IT Svcs Port	0.365%	0.000%	2,245,200	0	2024-02-29
Global FinTech Stock Mother	0.363%	36.393%	2,235,044	596,369	2023-06-07
MS INVF US Advantage I	0.353%	-0.536%	2,108,920	-11,354	2022-06-30
Fidelity® Blue Chip Growth	0.342%	0.879%	2,100,774	18,300	2023-11-30
Fidelity Advisor Growth Opps M	0.335%	2.341%	2,063,100	47,200	2024-02-29
AMONE Global HighQuality Growth Stock MF	0.339%	7.498%	2,025,940	141,308	2022-09-06
Loomis Sayles Growth Y	0.320%	0.000%	1,968,646	0	2024-02-29
Fidelity Balanced	0.311%	20.750%	1,913,991	328,900	2024-01-31
American Funds Fundamental Invs A	0.302%	-0.062%	1,853,858	-1,142	2023-09-30