XYZ — Block Inc Institutional Holders · Q3 2026

Name: Who Owns XYZ? 33 Institutions Hold $6.65M (Q3 2026)
Creator: ko.io

Who owns Block Inc (XYZ)? 33 institutions reported holding $6.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: GAMMA Investing LLC ($1.0M), Farther Finance Advisors, LLC ($884,704), Wedmont Private Capital ($719,503).

Rank	Institution	Value	Shares	Change
1	GAMMA Investing LLC	$1.0M	13,846	Added
2	Farther Finance Advisors, LLC	$884,704	12,032	Added
3	Wedmont Private Capital	$719,503	9,564	Added
4	CX Institutional	$586,000	7,972	Added
5	Versant Capital Management, Inc	$560,078	7,617	Added
6	DOLIVER ADVISORS, LP	$455,739	6,198	Trimmed
7	Everhart Financial Group, Inc.	$453,312	6,165	Added
8	TOTH FINANCIAL ADVISORY CORP	$272,061	3,700	New
9	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$257,870	3,507	Trimmed
10	Valeo Financial Advisors, LLC	$254,876	3,466	Added
11	Grove Bank & Trust	$220,516	2,999	Trimmed
12	BAKER TILLY WEALTH MANAGEMENT, LLC	$212,796	2,894	Added
13	Acropolis Investment Management, LLC	$125,957	1,713	Added
14	CoreCap Advisors, LLC	$119,560	1,626	Added
15	GK Wealth Management LLC	$111,766	1,520	New
16	Bank of New Hampshire	$87,501	1,190	Hold
17	Noble Wealth Management PBC	$77,942	1,060	Hold
18	VALLEY WEALTH MANAGERS, INC.	$73,530	1,000	Hold
19	MassMutual Private Wealth & Trust, FSB	$59,045	803	Trimmed
20	ELEVATION WEALTH PARTNERS, LLC	$54,927	747	Added
21	GoalVest Advisory LLC	$10,882	148	New
22	Central Pacific Bank - Trust Division	$7,353	100	Hold
23	Marquette Asset Management, LLC	$5,956	81	Hold
24	Byrne Asset Management LLC	$5,775	78	Hold
25	Retirement Wealth Solutions LLC	$3,971	54	Added

Source: SEC Form 13F filings · as of 2026-09-30