BlackRock, Inc.
BLK- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0002012383
In the last 90 days, BlackRock, Inc. insiders filed 0 open-market purchases and 2 sales; 2,340 institutions reported holding it in 13F filings for Q2 2026, worth $115.7B in total; 3 superinvestors hold it, including ValueAct Capital and Markel Group.
13F holders, Q4 2021
Institutional positions in BlackRock, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,882
- +176 vs. Q3 2021
- Shares held
- 122.3M
- +2.19M (+1.8%) vs. Q3 2021
- Total value
- $109.0B
- +$8.46B (+8.4%) vs. Q3 2021
- New holders
- 249
- 741 more added
- Sold out
- 73
- 631 more reduced
27 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BLK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,340 | $115.7B |
| Q1 2026 | 2,344 | $113.2B |
| Q4 2025 | 2,423 | $126.5B |
| Q3 2025 | 2,281 | $135.1B |
| Q2 2025 | 2,225 | $124.5B |
| Q1 2025 | 2,201 | $111.2B |
| Q4 2024 | 2,080 | $120.3B |
| Q3 2024 | 1,814 | $108.8B |
| Q2 2024 | 1,951 | $93.5B |
| Q1 2024 | 1,956 | $99.7B |
| Q4 2023 | 1,934 | $97.4B |
| Q3 2023 | 1,804 | $75.9B |
| Q2 2023 | 1,856 | $80.7B |
| Q1 2023 | 1,836 | $78.2B |
| Q4 2022 | 1,827 | $84.5B |
| Q3 2022 | 1,720 | $65.3B |
| Q2 2022 | 1,755 | $71.6B |
| Q1 2022 | 1,808 | $90.4B |
| Q4 2021 | 1,882 | $109.0B |
| Q3 2021 | 1,733 | $100.8B |
| Q2 2021 | 1,739 | $105.3B |
| Q1 2021 | 1,673 | $91.6B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 284 | $260.0K | 0.15% | +284 | New |
| Raub Brock Capital Management LP | 311 | $261.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 285 | $261.0K | 0.09% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 286 | $261.0K | 0.08% | +9+3.2% | Added |
| Lakeview Capital Partners, LLC | 286 | $262.0K | 0.15% | −153−34.9% | Reduced |
| Klingenstein Fields & Co LP | 286 | $262.0K | 0.01% | −97−25.3% | Reduced |
| Quantum Private Wealth, LLC | 287 | $262.0K | 0.10% | +287 | New |
| Davidson Trust Co | 288 | $264.0K | 0.18% | 00.0% | Unchanged |
| Monument Capital Management | 289 | $265.0K | 0.08% | +289 | New |
| Carret Asset Management, LLC | 290 | $266.0K | 0.03% | −20−6.5% | Reduced |
| Birch Capital Management, LLC | 292 | $267.0K | 0.16% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 293 | $268.0K | 0.08% | −4−1.3% | Reduced |
| Verition Fund Management LLC | 294 | $269.0K | 0.00% | +294 | New |
| Guardian Wealth Advisors, LLC | 294 | $269.0K | 0.12% | +294 | New |
| Edge Capital Group, LLC | 296 | $271.0K | 0.02% | +4+1.4% | Added |
| Guardian Capital Advisors LP | 307 | $272.0K | 0.03% | +2+0.7% | Added |
| Sage Mountain Advisors LLC | 297 | $272.0K | 0.03% | +2+0.7% | Added |
| Gsa Capital Partners LLP | 298 | $273.0K | 0.03% | +298 | New |
| Carolinas Wealth Consulting LLC | 299 | $274.0K | 0.06% | −6−2.0% | Reduced |
| Wealthquest Corp | 300 | $274.0K | 0.04% | +4+1.4% | Added |
| LSV Asset Management | 300 | $275.0K | 0.00% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 300 | $275.0K | 0.25% | +300 | New |
| First National Corp | 303 | $277.0K | 0.06% | −26−7.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 304 | $278.0K | 0.02% | −9−2.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 305 | $279.0K | 0.05% | −259−45.9% | Reduced |
| Concentric Wealth Management, LLC | 305 | $279.0K | 0.08% | −85−21.8% | Reduced |
| Old Port Advisors | 312 | $279.0K | 0.09% | +2+0.6% | Added |
| First Pacific Advisors, LP | 305 | $279.0K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 305 | $279.0K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 304 | $279.0K | 0.05% | +7+2.4% | Added |
| KC Investment Advisors, LLC | 305 | $279.0K | 0.19% | +305 | New |
| Keystone Financial Group | 311 | $285.0K | 0.05% | +10+3.3% | Added |
| Vista Wealth Management Group, LLC | 312 | $286.0K | 0.05% | −1−0.3% | Reduced |
| North Star Asset Management Inc | 312 | $286.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 313 | $286.0K | 0.07% | +2+0.6% | Added |
| E Fund Management Co., Ltd. | 314 | $287.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 313 | $287.0K | 0.03% | +18+6.1% | Added |
| Core Alternative Capital | 313 | $287.0K | 0.06% | +313 | New |
| First Personal Financial Services | 315 | $288.0K | 0.06% | −17−5.1% | Reduced |
| Pin Oak Investment Advisors Inc | 315 | $288.0K | 0.29% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 314 | $288.0K | 0.11% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 314 | $288.0K | 0.09% | +1+0.3% | Added |
| BBR Partners, LLC | 317 | $290.0K | 0.03% | −1,559−83.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 321 | $294.0K | 0.02% | −24−7.0% | Reduced |
| Weil Company, Inc. | 321 | $294.0K | 0.14% | +1+0.3% | Added |
| Ellevest, Inc. | 321 | $294.0K | 0.03% | +40+14.2% | Added |
| Lokken Investment Group LLC | 323 | $296.0K | 0.21% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 324 | $297.0K | 0.03% | −5−1.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 324 | $297.0K | 0.31% | +324 | New |
| WoodTrust Financial Corp | 329 | $301.0K | 0.06% | −128−28.0% | Reduced |
| Cohen Capital Management, Inc. | 330 | $302.0K | 0.05% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 331 | $303.0K | 0.04% | −257−43.7% | Reduced |
| Evermay Wealth Management LLC | 338 | $309.0K | 0.06% | +5+1.5% | Added |
| Grandfield & Dodd, LLC | 338 | $310.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 340 | $311.0K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6 | $313.0K | 0.04% | 00.0% | Unchanged |
| Private Advisory Group LLC | 345 | $316.0K | 0.06% | +345 | New |
| Grove Bank & Trust | 346 | $317.0K | 0.06% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 346 | $317.0K | 0.45% | +346 | New |
| McRae Capital Management Inc | 350 | $320.0K | 0.07% | 00.0% | Unchanged |
| Renasant Bank | 350 | $320.0K | 0.22% | +26+8.0% | Added |
| Journey Strategic Wealth LLC | 349 | $320.0K | 0.03% | +349 | New |
| Harbour Investments, Inc. | 350 | $321.0K | 0.02% | −399−53.3% | Reduced |
| Accurate Wealth Management, LLC | 347 | $322.0K | 0.27% | +18+5.5% | Added |
| LVM Capital Management Ltd | 353 | $323.0K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 354 | $324.0K | 0.11% | 00.0% | Unchanged |
| Hollencrest Capital Management | 355 | $325.0K | 0.03% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 375 | $325.0K | 0.00% | +50+15.4% | Added |
| Powers Advisory Group, LLC | 355 | $325.0K | 0.23% | +355 | New |
| Weaver Consulting Group | 356 | $326.0K | 0.16% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 356 | $326.0K | 0.09% | +41+13.0% | Added |
| Optiver Holding B.V. | 390 | $327.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 357 | $327.0K | 0.03% | +11+3.2% | Added |
| Patten Group, Inc. | 358 | $328.0K | 0.09% | +2+0.6% | Added |
| Legacy Financial Advisors, Inc. | 358 | $328.0K | 0.08% | +34+10.5% | Added |
| Aire Advisors, LLC | 354 | $328.0K | 0.14% | +354 | New |
| Atlas Capital Advisors LLC | 360 | $329.6K | 0.05% | −10−2.7% | Reduced |
| Main Street Financial Solutions, LLC | 361 | $330.0K | 0.05% | −33−8.4% | Reduced |
| Platform Technology Partners | 360 | $330.0K | 0.15% | +1+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 361 | $331.0K | 0.09% | +5+1.4% | Added |
| First International Bank & Trust | 362 | $331.0K | 0.12% | +362 | New |
| JFS Wealth Advisors, LLC | 364 | $333.0K | 0.03% | +10+2.8% | Added |
| Exane Derivatives | 364 | $333.3K | 0.08% | −25−6.4% | Reduced |
| Echo45 Advisors LLC | 365 | $334.0K | 0.27% | +365 | New |
| Full Sail Capital, LLC | 421 | $336.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 368 | $337.0K | 0.05% | +62+20.3% | Added |
| Castleview Partners, LLC | 309,459 | $338.0K | 0.00% | +309,459 | New |
| Credential Qtrade Securities Inc. | 371 | $339.7K | 0.02% | −32−7.9% | Reduced |
| Leavell Investment Management, Inc. | 371 | $340.0K | 0.02% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 371 | $340.0K | 0.10% | +81+27.9% | Added |
| Palumbo Wealth Management LLC | 373 | $341.0K | 0.21% | −7−1.8% | Reduced |
| Five Oceans Advisors | 372 | $341.0K | 0.30% | +14+3.9% | Added |
| Horizon Wealth Management, LLC | 372 | $341.0K | 0.10% | +372 | New |
| WMS Partners, LLC | 374 | $342.0K | 0.07% | −15−3.9% | Reduced |
| Phoenix Wealth Advisors | 376 | $344.0K | 0.26% | −83−18.1% | Reduced |
| Silverlake Wealth Management LLC | 376 | $344.3K | 0.19% | +376 | New |
| Independence Bank of Kentucky | 377 | $345.0K | 0.14% | +3+0.8% | Added |
| Cahaba Wealth Management, Inc. | 378 | $346.0K | 0.05% | 00.0% | Unchanged |
| Holistic Financial Partners | 378 | $346.0K | 0.20% | +38+11.2% | Added |
| Acima Private Wealth, LLC | 379 | $347.0K | 0.15% | 00.0% | Unchanged |