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, Q1 2023
Institutional positions in BlackRock, Inc. as of Mar 31, 2023. 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
- 1,836
- +50 vs. Q4 2022
- Shares held
- 161.1M
- +42.0M (+35.3%) vs. Q4 2022
- Total value
- $78.2B
- −$6.15B (−7.3%) vs. Q4 2022
- New holders
- 151
- 698 more added
- Sold out
- 101
- 740 more reduced
41 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 478 | $314.9K | 0.13% | −99−17.2% | Reduced |
| Congress Wealth Management LLC | 472 | $316.5K | 0.01% | −4−0.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 478 | $319.8K | 0.08% | −19−3.8% | Reduced |
| Legacy Financial Advisors, Inc. | 482 | $322.7K | 0.07% | −54−10.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 483 | $323.2K | 0.15% | −2−0.4% | Reduced |
| Carmel Capital Partners, LLC | 486 | $325.2K | 0.19% | +97+24.9% | Added |
| Integrity Financial Corp | 488 | $326.5K | 0.27% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 489 | $327.1K | 0.10% | −2−0.4% | Reduced |
| Carr Financial Group Corp | 490 | $327.9K | 0.14% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 490 | $327.9K | 0.02% | +79+19.2% | Added |
| Blue Square Asset Management, LLC | 491 | $328.5K | 0.22% | +491 | New |
| Morningstar Investment Management LLC | 495 | $331.0K | 0.05% | +52+11.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 495 | $331.2K | 0.22% | 00.0% | Unchanged |
| Gleason Group, Inc. | 496 | $332.1K | 0.10% | +3+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 497 | $332.3K | 0.03% | +81+19.5% | Added |
| RMB Capital Management, LLC | 497 | $332.6K | 0.01% | +497 | New |
| Walter Public Investments Inc. | 500 | $334.6K | 0.10% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 500 | $334.6K | 0.02% | 00.0% | Unchanged |
| Sather Financial Group Inc | 502 | $335.9K | 0.03% | −6,979−93.3% | Reduced |
| Journey Strategic Wealth LLC | 504 | $337.4K | 0.04% | −39−7.2% | Reduced |
| Guyasuta Investment Advisors Inc | 505 | $337.8K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 505 | $337.9K | 0.03% | −83−14.1% | Reduced |
| Hall Capital Management Co Inc | 508 | $339.9K | 0.20% | −7−1.4% | Reduced |
| Financial Advisory Corp | 512 | $342.0K | 0.16% | −358−41.1% | Reduced |
| Epic Trust Investment Advisors, LLC | 511 | $342.3K | 0.43% | +173+51.2% | Added |
| Callan Family Office, LLC | 514 | $343.9K | 0.08% | −8−1.5% | Reduced |
| Peachtree Investment Partners, LLC | 515 | $344.3K | 0.22% | 00.0% | Unchanged |
| Oak Thistle LLC | 515 | $344.6K | 0.20% | +515 | New |
| TCWP LLC | 517 | $345.9K | 0.07% | −37−6.7% | Reduced |
| Summitry LLC | 517 | $345.9K | 0.02% | +97+23.1% | Added |
| Holistic Financial Partners | 525 | $351.3K | 0.27% | +26+5.2% | Added |
| Key Financial Inc | 526 | $352.0K | 0.13% | 00.0% | Unchanged |
| Todd Asset Management LLC | 528 | $353.3K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 529 | $354.0K | 0.05% | +155+41.4% | Added |
| Versant Capital Management, Inc | 531 | $355.3K | 0.12% | −2−0.4% | Reduced |
| Glassman Wealth Services | 531 | $355.3K | 0.06% | −191−26.5% | Reduced |
| ASB Consultores, LLC | 532 | $356.0K | 0.14% | 00.0% | Unchanged |
| Allstate Corp | 535 | $358.0K | 0.03% | −6,603−92.5% | Reduced |
| Evermay Wealth Management LLC | 536 | $358.6K | 0.07% | −8−1.5% | Reduced |
| Israel Discount Bank of New York | 538 | $360.0K | 0.27% | −6−1.1% | Reduced |
| Heritage Wealth Advisors | 538 | $360.1K | 0.02% | −66−10.9% | Reduced |
| Drive Wealth Management, LLC | 539 | $360.6K | 0.15% | +37+7.4% | Added |
| Good Life Advisors, LLC | 544 | $364.1K | 0.05% | −22−3.9% | Reduced |
| Putnam Investments LLC | 545 | $364.7K | 0.00% | +17+3.2% | Added |
| Morris Retirement Advisors, LLC | 545 | $364.8K | 0.26% | −156−22.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 547 | $366.0K | 0.05% | 00.0% | Unchanged |
| Meredith Wealth Planning | 547 | $366.0K | 0.29% | −15−2.7% | Reduced |
| Modera Wealth Management, LLC | 547 | $366.1K | 0.01% | −84−13.3% | Reduced |
| Guardian Capital Advisors LP | 550 | $366.3K | 0.04% | −125−18.5% | Reduced |
| Wellington Shields Capital Management, LLC | 548 | $366.7K | 0.04% | −200−26.7% | Reduced |
| Tradewinds, LLC. | 548 | $366.7K | 0.22% | +14+2.6% | Added |
| Weik Capital Management | 549 | $367.0K | 0.17% | −13−2.3% | Reduced |
| Renasant Bank | 550 | $368.0K | 0.29% | −26−4.5% | Reduced |
| Enterprise Financial Services Corp | 552 | $369.4K | 0.24% | −11−2.0% | Reduced |
| Root Financial Partners, LLC | 552 | $369.4K | 0.26% | +552 | New |
| Powers Advisory Group, LLC | 553 | $369.9K | 0.26% | +3+0.5% | Added |
| Legacy Wealth Management, LLC | 553 | $370.0K | 0.20% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 554 | $370.7K | 0.34% | +554 | New |
| Principal Street Partners, LLC | 558 | $373.4K | 0.09% | −62−10.0% | Reduced |
| ERTS Wealth Advisors, LLC | 561 | $375.4K | 0.09% | −37−6.2% | Reduced |
| Camden Capital, LLC | 561 | $375.5K | 0.06% | +9+1.6% | Added |
| King Luther Capital Management Corp | 562 | $376.0K | 0.00% | −236−29.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 567 | $379.4K | 0.00% | −89−13.6% | Reduced |
| Strategic Blueprint, LLC | 568 | $379.9K | 0.04% | +32+6.0% | Added |
| Duncker Streett & Co Inc | 570 | $381.4K | 0.09% | +1+0.2% | Added |
| Founders Financial Alliance, LLC | 576 | $387.1K | 0.19% | −174−23.2% | Reduced |
| Coastal Investment Advisors, Inc. | 579 | $387.4K | 0.09% | −105−15.4% | Reduced |
| WBH Advisory Inc | 581 | $388.9K | 0.05% | +581 | New |
| Ameliora Wealth Management Ltd. | 582 | $389.4K | 0.23% | +582 | New |
| Kowal Investment Group, LLC | 583 | $390.0K | 0.11% | +155+36.2% | Added |
| River & Mercantile Asset Management LLP | 586 | $391.0K | 0.08% | +45+8.3% | Added |
| Strategy Asset Managers LLC | 585 | $391.3K | 0.10% | −22−3.6% | Reduced |
| Harbour Investments, Inc. | 586 | $391.8K | 0.02% | +63+12.0% | Added |
| Hoey Investments, Inc | 587 | $392.8K | 0.16% | −3−0.5% | Reduced |
| Holderness Investments Co | 587 | $393.0K | 0.16% | −25−4.1% | Reduced |
| Regal Investment Advisors LLC | 587 | $393.0K | 0.03% | +7+1.2% | Added |
| Peak Asset Management, LLC | 589 | $394.1K | 0.10% | +110+23.0% | Added |
| Angeles Investment Advisors, LLC | 590 | $394.8K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 591 | $395.4K | 0.04% | +399+207.8% | Added |
| US Asset Management LLC | 592 | $396.0K | 0.40% | −3−0.5% | Reduced |
| Platform Technology Partners | 595 | $398.1K | 0.20% | +80+15.5% | Added |
| Sage Mountain Advisors LLC | 596 | $398.8K | 0.06% | +596 | New |
| W Advisors, LLC | 599 | $400.8K | 0.33% | +7+1.2% | Added |
| J.W. Cole Advisors, Inc. | 600 | $401.3K | 0.03% | +38+6.8% | Added |
| Congress Park Capital LLC | 600 | $401.5K | 0.24% | −55−8.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 610 | $408.2K | 0.05% | 00.0% | Unchanged |
| Private Advisory Group LLC | 612 | $409.5K | 0.09% | +15+2.5% | Added |
| Welch Group, LLC | 612 | $409.5K | 0.02% | −11−1.8% | Reduced |
| Quent Capital, LLC | 615 | $411.7K | 0.07% | +23+3.9% | Added |
| Middleton & Co Inc | 620 | $414.9K | 0.06% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 624 | $417.8K | 0.03% | +624 | New |
| Colonial River Wealth Management, LLC | 625 | $418.2K | 0.25% | +59+10.4% | Added |
| Seelaus Asset Management LLC | 606 | $421.0K | 0.32% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 629 | $422.7K | 0.11% | +57+10.0% | Added |
| MQS Management LLC | 633 | $423.6K | 0.27% | +633 | New |
| W.H. Cornerstone Investments Inc. | 634 | $424.0K | 0.39% | +187+41.8% | Added |
| Aureus Asset Management, LLC | 634 | $424.2K | 0.03% | +49+8.4% | Added |
| Wharton Business Group, LLC | 638 | $426.0K | 0.03% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 638 | $426.9K | 0.40% | +638 | New |
| Cary Street Partner Investment Advisory LLC | 641 | $428.8K | 0.03% | −96−13.0% | Reduced |