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 2022
Institutional positions in BlackRock, Inc. as of Dec 31, 2022. 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
- 1,827
- +134 vs. Q3 2022
- Shares held
- 119.5M
- +1.07M (+0.9%) vs. Q3 2022
- Total value
- $84.5B
- +$19.4B (+29.7%) vs. Q3 2022
- New holders
- 242
- 649 more added
- Sold out
- 108
- 735 more reduced
27 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KLR Investment Advisors, LLC | 953 | $675.3K | 0.56% | +953 | New |
| MTM Investment Management, LLC | 956 | $677.5K | 0.35% | −32−3.2% | Reduced |
| Atlas Brown,Inc. | 957 | $678.2K | 0.33% | +10+1.1% | Added |
| DCM Advisors, LLC | 959 | $679.6K | 0.33% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 960 | $680.4K | 0.07% | +960 | New |
| BigSur Wealth Management LLC | 968 | $686.0K | 0.33% | −20−2.0% | Reduced |
| Wolverine Trading, LLC | 968 | $686.0K | 0.01% | −1,948−66.8% | Reduced |
| Colonial Trust Advisors | 975 | $690.9K | 0.08% | −208−17.6% | Reduced |
| Wealth Alliance | 977 | $691.8K | 0.12% | +99+11.3% | Added |
| Burke & Herbert Bank & Trust Co | 978 | $693.0K | 0.52% | 00.0% | Unchanged |
| VeraBank, N.A. | 979 | $693.7K | 0.35% | −2−0.2% | Reduced |
| AMG National Trust Bank | 979 | $693.7K | 0.03% | −197−16.8% | Reduced |
| NorthRock Partners, LLC | 981 | $694.8K | 0.08% | −25−2.5% | Reduced |
| StoneX Group Inc. | 980 | $695.0K | 0.08% | +1+0.1% | Added |
| Trinity Financial Advisors LLC | 983 | $696.4K | 0.46% | −34−3.3% | Reduced |
| New Hampshire Trust | 986 | $698.7K | 0.18% | +986 | New |
| Kovack Advisors, Inc. | 987 | $699.4K | 0.10% | +80+8.8% | Added |
| Ronald Blue Trust, Inc. | 1,284 | $706.0K | 0.01% | +785+157.3% | Added |
| Close Asset Management Ltd | 1,000 | $708.0K | 0.04% | −1,214−54.8% | Reduced |
| Symmetry Partners, LLC | 999 | $708.0K | 0.04% | −302−23.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,001 | $709.3K | 0.06% | +506+102.2% | Added |
| Graypoint LLC | 1,002 | $710.1K | 0.08% | −8−0.8% | Reduced |
| Verdence Capital Advisors LLC | 1,005 | $711.9K | 0.09% | +90+9.8% | Added |
| Paloma Partners Management Co | 1,005 | $712.2K | 0.16% | +1,005 | New |
| Loudon Investment Management, LLC | 1,010 | $715.7K | 0.52% | +21+2.1% | Added |
| Choate Investment Advisors | 1,013 | $717.8K | 0.04% | −8−0.8% | Reduced |
| Fortis Capital Advisors, LLC | 1,014 | $718.6K | 0.43% | +1,014 | New |
| Cypress Wealth Services, LLC | 1,017 | $721.0K | 0.23% | +49+5.1% | Added |
| Colonial Trust Co | 1,018 | $721.4K | 0.20% | +18+1.8% | Added |
| Ted Buchan & Co | 1,018 | $721.7K | 0.67% | +1,018 | New |
| Mather Group, LLC. | 1,020 | $722.5K | 0.01% | +1,020 | New |
| Anchor Investment Management, LLC | 1,024 | $725.6K | 0.10% | −30−2.8% | Reduced |
| Carl P. Sherr & Co., LLC | 1,025 | $726.3K | 0.55% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,023 | $726.8K | 0.15% | +203+24.8% | Added |
| Thoroughbred Financial Services, LLC | 1,029 | $729.0K | 0.12% | +119+13.1% | Added |
| PAX Financial Group, LLC | 1,029 | $729.2K | 0.19% | −116−10.1% | Reduced |
| Ogorek Anthony Joseph | 1,030 | $730.0K | 0.32% | −6−0.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,032 | $731.3K | 0.19% | −2−0.2% | Reduced |
| Alta Wealth Advisors LLC | 1,035 | $733.4K | 0.50% | −4−0.4% | Reduced |
| Patron Partners Advisors, LLC | 1,039 | $736.3K | 0.55% | −4−0.4% | Reduced |
| Alera Investment Advisors, LLC | 1,042 | $738.4K | 0.17% | −29−2.7% | Reduced |
| Berkeley, Inc | 1,043 | $738.9K | 0.56% | +3+0.3% | Added |
| Aries Wealth Management | 1,043 | $739.1K | 0.32% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,000 | $740.9K | 0.06% | −164−14.1% | Reduced |
| Arkadios Wealth Advisors | 1,046 | $741.4K | 0.10% | +109+11.6% | Added |
| Innovis Asset Management LLC | 1,047 | $741.9K | 0.34% | +1,047 | New |
| Sentry Investment Management LLC | 1,056 | $748.0K | 0.33% | +57+5.7% | Added |
| Sompo Asset Management Co., Ltd. | 1,060 | $751.1K | 0.17% | −230−17.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,060 | $751.8K | 0.34% | −115−9.8% | Reduced |
| Schechter Investment Advisors, LLC | 1,063 | $753.3K | 0.07% | +125+13.3% | Added |
| Ledyard National Bank | 1,066 | $755.4K | 0.09% | −49−4.4% | Reduced |
| Gilbert & Cook, Inc. | 1,072 | $759.7K | 0.14% | −1−0.1% | Reduced |
| Greenfield Savings Bank | 1,072 | $759.7K | 0.50% | −2−0.2% | Reduced |
| VisionPoint Advisory Group, LLC | 1,034 | $762.1K | 0.32% | −373−26.5% | Reduced |
| KLK Capital Management LLC | 1,076 | $763.0K | 1.05% | +30+2.9% | Added |
| Chicago Trust Co NA | 1,089 | $772.0K | 0.19% | −83−7.1% | Reduced |
| Virtue Capital Management, LLC | 1,090 | $772.4K | 0.12% | +683+167.8% | Added |
| Intrust Bank NA | 1,091 | $773.1K | 0.11% | −28−2.5% | Reduced |
| Wolf Group Capital Advisors | 1,092 | $773.8K | 0.36% | +366+50.4% | Added |
| TrinityPoint Wealth, LLC | 1,097 | $777.4K | 0.18% | +1,097 | New |
| Hancock Whitney Corp | 1,103 | $782.0K | 0.03% | +10+0.9% | Added |
| Herold Advisors, Inc. | 1,105 | $783.0K | 0.33% | −1,050−48.7% | Reduced |
| Hilltop Holdings Inc. | 1,106 | $783.7K | 0.10% | +1,106 | New |
| Delphi Management Inc | 1,109 | $786.0K | 0.95% | +1,109 | New |
| Procyon Private Wealth Partners, LLC | 1,109 | $786.2K | 0.14% | +144+14.9% | Added |
| Verity & Verity, LLC | 1,116 | $790.8K | 0.10% | +1,116 | New |
| Roundview Capital LLC | 1,117 | $791.5K | 0.09% | −25−2.2% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 1,118 | $792.2K | 0.50% | +15+1.4% | Added |
| Kingfisher Capital LLC | 1,121 | $794.0K | 0.21% | −161−12.6% | Reduced |
| Groesbeck Investment Management Corp | 1,120 | $794.0K | 1.33% | +20+1.8% | Added |
| Concord Wealth Partners | 1,124 | $796.5K | 0.24% | +91+8.8% | Added |
| Foundations Investment Advisors, LLC | 1,124 | $796.7K | 0.03% | +438+63.8% | Added |
| Legato Capital Management LLC | 1,125 | $797.2K | 0.15% | −2,924−72.2% | Reduced |
| Kornitzer Capital Management Inc | 1,125 | $797.2K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,128 | $799.0K | 0.38% | 00.0% | Unchanged |
| Simmons Bank | 1,131 | $801.5K | 0.07% | −63−5.3% | Reduced |
| Peoples Financial Services Corp. | 1,133 | $802.9K | 0.38% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,139 | $807.1K | 0.31% | −3−0.3% | Reduced |
| Aspen Wealth Strategies, LLC | 1,139 | $807.1K | 0.65% | +1,139 | New |
| Matrix Trust Co | 1,153 | $817.0K | 0.21% | +175+17.9% | Added |
| Destination Wealth Management | 1,154 | $817.8K | 0.03% | +10+0.9% | Added |
| Woodmont Investment Counsel LLC | 1,157 | $819.9K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,161 | $822.7K | 0.17% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,169 | $828.0K | 0.16% | −68−5.5% | Reduced |
| Quantinno Capital Management LP | 1,169 | $829.0K | 0.06% | −256−18.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,191 | $843.7K | 0.09% | −188−13.6% | Reduced |
| TCTC Holdings, LLC | 1,194 | $846.1K | 0.03% | +513+75.3% | Added |
| Forum Financial Management, LP | 1,199 | $849.6K | 0.03% | +104+9.5% | Added |
| Auto-Owners Insurance Co | 1,200 | $850.4K | 0.03% | +1,200 | New |
| LVW Advisors, LLC | 1,201 | $851.1K | 0.18% | −95−7.3% | Reduced |
| Meridian Wealth Advisors, LLC | 1,204 | $853.1K | 0.22% | −123−9.3% | Reduced |
| Schear Investment Advisers, LLC | 1,211 | $858.2K | 1.06% | +1,211 | New |
| Miracle Mile Advisors, LLC | 1,214 | $860.6K | 0.03% | −159−11.6% | Reduced |
| Smith, Salley & Associates | 1,220 | $864.5K | 0.07% | −32−2.6% | Reduced |
| O'Rourke & Company, Inc | 1,226 | $869.0K | 0.69% | −670−35.3% | Reduced |
| Trust Co | 1,237 | $877.0K | 0.14% | +21+1.7% | Added |
| Galvin, Gaustad & Stein, LLC | 1,241 | $879.5K | 0.09% | +144+13.1% | Added |
| First Pacific Financial | 1,245 | $882.2K | 0.44% | +77+6.6% | Added |
| Sanders Morris Harris LLC | 1,246 | $883.0K | 0.33% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,234 | $883.7K | 0.11% | −228−15.6% | Reduced |