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Get Institutions for : 
Square Inc (SQ)  
$71.14 0.46 (0.64%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 964    20
Total shares held : 
 383,612,047  
% of shares held : 
 71.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 18,042,446  
% of shares held change : 
   3.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.19  
Last Quarter's Ending Price : 
 $77.35  
Last Quarter's Average Price : 
 $56.54  
Change from last quarter's     
avg. price to the last closing  : 
14.60 (25.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
119
 12,162,145
 3.17%
 
Increased Positions :
357
 57,639,246
 15.03%
 
Unchanged Positions :
174
 8,179,795
 2.13%
 
Decreased Positions :
314
-29,464,629
-7.68%
 
Closed Positions :
99
-22,294,316
-5.81%
 
Guru Positions :
2
39,654
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Silicon Valley Community Foundation 2 - 2023-12-31 1,879,435 $145,374,000 0
   SCGE MANAGEMENT, L.P. 15 - 2023-12-31 910,500 $70,427,000 0
   SUMITOMO MITSUI FINANCIAL GROUP INC. 6 - 2023-12-31 907,930 $70,228,000 0
   AH Equity Partners LSV III L.L.C. 3 - 2023-09-30 1,016,697 $44,999,000 0
   PAR CAPITAL MANAGEMENT INC 16 - 2023-12-31 500,000 $38,675,000 0
   Railway Pension Investments Ltd 108 - 2023-12-31 354,123 $27,391,000 0
   Steadview Capital Management LLC 6 - 2023-12-31 348,226 $26,935,000 0
   Allspring Global Investments Holdings LLC 503 - 2024-03-31 303,201 $25,645,000 0
   STATE TREASURER STATE OF MICHIGAN 151 - 2024-03-31 241,246 $20,405,000 0
   Yarbrough Capital LLC 53 - 2024-03-31 50,325 $4,256,000 0
   Grey Street Capital LLC 14 - 2023-12-31 53,940 $4,172,000 0
   Gulf International Bank (UK) Ltd 199 - 2024-03-31 45,002 $3,806,000 0
   PALO DS MANAGER LLC - 2024-03-31 40,920 $3,461,000 0
   ICAPITAL WEALTH LLC - 2024-03-31 40,406 $3,418,000 0
   Yoder Wealth Management Inc. 12 - 2024-03-31 39,543 $3,345,000 0
   Martin Capital Advisors LLP - 2024-03-31 33,290 $2,816,000 0
   ZWEIGDIMENNA ASSOCIATES LLC - 2024-03-31 30,280 $2,561,000 0
   Maxi Investments CY Ltd 33 - 2023-12-31 24,756 $1,915,000 0
   Evanson Asset Management LLC 78 - 2024-03-31 22,536 $1,906,000 0
   Legal Advantage Investments Inc. 33 - 2024-03-31 20,610 $1,743,000 0
   BRIDGEWATER ASSOCIATES INC 589 - 2023-12-31 17,540 $1,357,000 0
   Red Spruce Capital LLC 63 - 2024-03-31 14,490 $1,226,000 0
   CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 159 - 2023-12-31 10,721 $829,000 0
   BRIDGECREEK INVESTMENT MANAGEMENT LLC 62 - 2023-12-31 10,000 $774,000 0
   INVESTOR RESOURCES GROUP LLC 62 - 2024-03-31 8,455 $715,000 0
   SPARK INVESTMENT MANAGEMENT LLC 7 - 2023-12-31 8,700 $673,000 0
   RF&L WEALTH MANAGEMENT LLC - 2024-03-31 7,275 $615,000 0
   OAK HILL INVESTMENT MANAGEMENT, L.P. 97 - 2023-12-31 7,927 $613,000 0
   MDAM ASSET MANAGEMENT CO., LTD. 376 - 2023-12-31 7,507 $581,000 0
   LATEEF MANAGEMENT ASSOCIATES/CA 36 - 2024-03-31 6,768 $572,000 0
   VIAWEALTH LLC 101 - 2023-12-31 6,192 $479,000 0
   Sweet Financial Partners LLC 128 - 2024-03-31 5,611 $475,000 0
   ATLAS CAPITAL ADVISORS LLC 223 - 2024-03-31 5,487 $464,000 0
   SANDY SPRING BANK - 2023-12-31 5,975 $462,000 0
   Private Portfolio Partners LLC 157 - 2023-12-31 5,826 $451,000 0
   TRELLUS MANAGEMENT COMPANY LLC 31 - 2023-09-30 10,000 $443,000 0
   CIM INVESTMENT MANGEMENT INC 143 - 2023-12-31 5,630 $435,000 0
   Carson Advisory Inc. - 2024-03-31 4,940 $418,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 158 - 2023-12-31 5,000 $387,000 0
   Addison Capital Co 77 - 2023-12-31 4,945 $382,000 0
   Bluesphere Advisors LLC 67 - 2024-03-31 4,146 $351,000 0
   Sicart Associates LLC 60 - 2024-03-31 3,930 $332,000 0
   LIBRA WEALTH LLC - 2024-03-31 3,554 $301,000 0
   Waypoint Wealth Partners Inc. 64 - 2024-03-31 3,140 $266,000 0
   Powell Investment Advisors LLC 90 - 2024-03-31 3,097 $262,000 0
   Marshall Financial Group LLC 157 - 2024-03-31 3,030 $256,000 0
   Kathmere Capital Management LLC 265 - 2024-03-31 2,949 $249,000 0
   Canal Capital Management LLC 134 - 2024-03-31 2,866 $242,000 0
   Tennessee Valley Asset Management Partners 117 - 2024-03-31 2,850 $241,000 0
   Column Capital Advisors LLC 132 - 2023-09-30 5,357 $237,000 0
   Fairman Group LLC 45 - 2024-03-31 2,753 $233,000 0
   Caerus Investment Advisors LLC 33 - 2024-03-31 2,610 $221,000 0
   Aries Wealth Management - 2024-03-31 2,600 $220,000 0
   NORTHEAST INVESTMENT MANAGEMENT - 2024-03-31 2,600 $220,000 0
   Tyler-Stone Wealth Management 170 - 2023-12-31 2,748 $213,000 0
   Kozak & Associates Inc. 82 - 2023-12-31 2,330 $152,000 0
   Banque Cantonale Vaudoise 606 - 2024-03-31 1,800 $152,000 0
   Delta Accumulation LLC 20 - 2023-12-31 2,225 $148,000 0
   ALTA ADVISERS LTD 185 - 2024-03-31 1,700 $144,000 0
   CAZ INVESTMENTS LP 24 - 2023-12-31 1,500 $116,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 315 - 2024-03-31 1,142 $97,000 0
   Capital Advisors Ltd. LLC 347 - 2024-03-31 1,104 $93,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 373 - 2022-12-31 1,378 $87,000 0
   WASHINGTON TRUST CO 369 - 2024-03-31 1,000 $85,000 0
   Morton Brown Family Wealth LLC 73 - 2024-03-31 1,000 $85,000 0
   City State Bank 269 - 2024-03-31 925 $78,000 0
   Systematic Alpha Investments LLC 260 - 2023-12-31 1,000 $77,000 0
   CNB Bank - 2024-03-31 746 $63,000 0
   Larson Financial Group LLC - 2024-03-31 626 $53,000 0
   Twin Lakes Capital Management LLC 134 - 2023-12-31 679 $53,000 0
   Front Row Advisors LLC 183 - 2023-12-31 676 $52,000 0
   Industrial Alliance Investment Management Inc. 170 - 2023-12-31 600 $46,000 0
   HHM Wealth Advisors LLC 296 - 2023-12-31 590 $46,000 0
   HOEY INVESTMENTS INC 127 - 2023-12-31 575 $44,000 0
   PSI Advisors LLC 278 - 2024-03-31 491 $42,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 472 $40,000 0
   Addison Advisors LLC 378 - 2023-12-31 505 $39,000 0
   FIRST UNITED BANK TRUST/ - 2024-03-31 450 $38,000 0
   Focused Wealth Management Inc 342 - 2023-12-31 497 $38,000 0
   SIT INVESTMENT ASSOCIATES INC 514 - 2023-12-31 450 $35,000 0
   ACADIAN ASSET MANAGEMENT LLC 1526 - 2023-12-31 413 $31,000 0
   HM PAYSON & CO 671 - 2023-12-31 400 $31,000 0
   Atlantic Trust LLC 279 - 2023-12-31 325 $25,000 0
   Sound Income Strategies LLC 568 - 2024-03-31 286 $24,000 0
   Lowe fs LLC 155 - 2024-03-31 285 $24,000 0
   True Wealth Design LLC 196 - 2023-12-31 300 $23,000 0
   New England Capital Financial Advisors LLC - 2024-03-31 239 $20,000 0
   Coastal Capital Group Inc. 301 - 2023-06-30 300 $20,000 0
   LIBERTY ONE INVESTMENT MANAGEMENT LLC - 2024-03-31 239 $20,000 0
   McIlrath & Eck LLC 425 - 2023-12-31 250 $19,000 0
   AYRSHIRE ASSOCIATES INC 393 - 2023-12-31 230 $18,000 0
   Tradewinds Capital Management LLC 239 - 2024-03-31 211 $18,000 0
   SMITHFIELD TRUST CO 728 - 2023-12-31 220 $17,000 0
   COUNTRY TRUST BANK 210 - 2024-03-31 200 $17,000 0
   IAG Wealth Partners LLC 256 - 2024-03-31 200 $17,000 0
   Eagle Bay Advisors LLC 418 - 2023-12-31 218 $17,000 0
   Capital Analysts Inc. 820 - 2023-12-31 226 $17,000 0
   SCBT FINANCIAL CORP 434 - 2023-12-31 211 $16,000 0
   THOMPSON SIEGEL & WALMSLEY LLC 469 - 2023-12-31 200 $15,000 0
   Key Financial Inc 655 - 2024-03-31 187 $14,000 0
  100 Records found
  1    
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