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 |
|---|---|---|---|---|---|
| Forza Wealth Management, LLC | 1,031 | $689.9K | 0.36% | +160+18.4% | Added |
| Greenfield Savings Bank | 1,037 | $693.9K | 0.45% | −35−3.3% | Reduced |
| Ossiam | 1,037 | $693.9K | 0.01% | +290+38.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,051 | $695.1K | 0.18% | +19+1.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,041 | $696.8K | 0.14% | +118+12.8% | Added |
| Aries Wealth Management | 1,045 | $699.2K | 0.29% | +2+0.2% | Added |
| Berkeley, Inc | 1,045 | $699.4K | 0.51% | +2+0.2% | Added |
| IHT Wealth Management, LLC | 1,051 | $703.1K | 0.04% | +173+19.7% | Added |
| First National Bank of Hutchinson | 1,051 | $703.2K | 0.56% | +370+54.3% | Added |
| Chicago Trust Co NA | 1,054 | $705.3K | 0.18% | −35−3.2% | Reduced |
| Motco | 1,056 | $706.6K | 0.05% | −10,986−91.2% | Reduced |
| Avidian Wealth Solutions, LLC | 1,056 | $706.7K | 0.04% | −519−33.0% | Reduced |
| Alera Investment Advisors, LLC | 1,058 | $707.9K | 0.16% | +16+1.5% | Added |
| Summit Trail Advisors, LLC | 1,058 | $708.0K | 0.03% | +481+83.4% | Added |
| Ledyard National Bank | 1,071 | $716.6K | 0.08% | +5+0.5% | Added |
| Verity & Verity, LLC | 1,075 | $719.3K | 0.09% | −41−3.7% | Reduced |
| Gilbert & Cook, Inc. | 1,084 | $725.3K | 0.13% | +12+1.1% | Added |
| KLK Capital Management LLC | 1,087 | $727.6K | 0.93% | +11+1.0% | Added |
| Colonial Trust Co | 1,091 | $730.0K | 0.19% | +73+7.2% | Added |
| Fairfield, Bush & Co. | 1,091 | $730.0K | 0.26% | +1,091 | New |
| Mather Group, LLC. | 1,100 | $735.7K | 0.01% | +80+7.8% | Added |
| Trexquant Investment LP | 1,100 | $736.0K | 0.02% | +1,100 | New |
| Innovis Asset Management LLC | 1,102 | $737.4K | 0.30% | +55+5.3% | Added |
| Lake Street Financial LLC | 1,106 | $739.9K | 0.14% | +83+8.1% | Added |
| West Paces Advisors Inc. | 1,108 | $741.4K | 0.23% | −264−19.2% | Reduced |
| Acrisure Capital Management, LLC | 1,109 | $742.1K | 0.75% | +1,109 | New |
| Doliver Advisors, LP | 1,110 | $742.7K | 0.23% | −204−15.5% | Reduced |
| Waldron Private Wealth LLC | 1,116 | $747.1K | 0.04% | +149+15.4% | Added |
| Aspen Wealth Strategies, LLC | 1,118 | $748.1K | 0.58% | −21−1.8% | Reduced |
| Groesbeck Investment Management Corp | 1,120 | $749.0K | 1.12% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,121 | $750.2K | 0.16% | +24+2.2% | Added |
| Lumature Wealth Partners, LLC | 1,122 | $750.7K | 0.42% | −137−10.9% | Reduced |
| Kingfisher Capital LLC | 1,123 | $751.3K | 0.20% | +2+0.2% | Added |
| Cobblestone Capital Advisors LLC | 1,123 | $751.4K | 0.06% | −220−16.4% | Reduced |
| Kornitzer Capital Management Inc | 1,125 | $752.8K | 0.02% | 00.0% | Unchanged |
| Legato Capital Management LLC | 1,125 | $752.8K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,128 | $755.0K | 0.36% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,130 | $756.1K | 0.16% | +70+6.6% | Added |
| Peoples Financial Services Corp. | 1,138 | $761.4K | 0.36% | +5+0.4% | Added |
| Legacy Wealth Asset Management, LLC | 1,138 | $761.5K | 0.27% | −1−0.1% | Reduced |
| Riverview Trust Co | 1,140 | $762.8K | 0.70% | −190−14.3% | Reduced |
| Graypoint LLC | 1,140 | $762.9K | 0.08% | +138+13.8% | Added |
| Exos TFP Holdings LLC | 1,146 | $766.8K | 0.19% | +588+105.4% | Added |
| Woodmont Investment Counsel LLC | 1,152 | $770.8K | 0.08% | −5−0.4% | Reduced |
| Schear Investment Advisers, LLC | 1,154 | $772.2K | 0.92% | −57−4.7% | Reduced |
| Roundview Capital LLC | 1,154 | $772.2K | 0.08% | +37+3.3% | Added |
| North Star Investment Management Corp. | 1,157 | $774.2K | 0.06% | +478+70.4% | Added |
| Smith, Salley & Associates | 1,161 | $776.8K | 0.06% | −59−4.8% | Reduced |
| Trust Co of Toledo NA | 1,161 | $776.8K | 0.14% | −8−0.7% | Reduced |
| Live Oak Private Wealth LLC | 1,163 | $778.2K | 0.16% | +2+0.2% | Added |
| V-Square Quantitative Management LLC | 1,163 | $778.2K | 0.72% | +1,163 | New |
| Destination Wealth Management | 1,164 | $778.9K | 0.03% | +10+0.9% | Added |
| Atom Investors LP | 1,164 | $778.9K | 0.42% | +605+108.2% | Added |
| Jmac Enterprises LLC | 1,167 | $780.9K | 0.20% | +802+219.7% | Added |
| Flagship Harbor Advisors, LLC | 1,177 | $787.6K | 0.07% | −14−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 1,183 | $791.2K | 0.18% | −165−12.2% | Reduced |
| First Pacific Financial | 1,186 | $793.6K | 0.37% | −59−4.7% | Reduced |
| Boston Trust Walden Corp | 1,186 | $793.6K | 0.01% | +325+37.7% | Added |
| Integrated Wealth Concepts LLC | 1,194 | $799.0K | 0.02% | +329+38.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,197 | $800.9K | 0.06% | −2,443−67.1% | Reduced |
| Auto-Owners Insurance Co | 1,200 | $802.9K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,201 | $803.4K | 0.20% | −3−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 1,202 | $804.1K | 0.03% | −12−1.0% | Reduced |
| Forum Financial Management, LP | 1,204 | $805.6K | 0.02% | +5+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,208 | $808.3K | 0.13% | −109−8.3% | Reduced |
| 1st Source Bank | 1,211 | $810.3K | 0.05% | −45−3.6% | Reduced |
| Seven Eight Capital, LP | 1,215 | $813.0K | 0.17% | +1,215 | New |
| Csenge Advisory Group | 1,221 | $817.2K | 0.06% | +436+55.5% | Added |
| Ameritas Advisory Services, LLC | 1,221 | $818.3K | 0.04% | −121−9.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,223 | $818.3K | 0.07% | +222+22.2% | Added |
| First Interstate Bank | 1,233 | $825.0K | 0.06% | −265−17.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,242 | $831.0K | 0.08% | +1+0.1% | Added |
| Citizens Financial Group Inc | 1,244 | $832.4K | 0.03% | −234−15.8% | Reduced |
| Sanders Morris Harris LLC | 1,246 | $833.7K | 0.29% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,252 | $837.4K | 0.33% | −25−2.0% | Reduced |
| Canton Hathaway, LLC | 1,255 | $840.0K | 0.29% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,263 | $845.1K | 0.29% | +158+14.3% | Added |
| Plimoth Trust Co LLC | 1,264 | $845.8K | 0.26% | −2−0.2% | Reduced |
| O'Rourke & Company, Inc | 1,264 | $846.0K | 0.64% | +38+3.1% | Added |
| United Bank | 1,268 | $848.4K | 0.50% | −20−1.6% | Reduced |
| Ritholtz Wealth Management | 1,270 | $849.5K | 0.04% | −180−12.4% | Reduced |
| Park Place Capital Corp | 1,281 | $857.2K | 0.24% | +2+0.2% | Added |
| Sage Rhino Capital LLC | 1,287 | $861.2K | 0.25% | −12−0.9% | Reduced |
| Charter Trust Co | 1,288 | $861.8K | 0.07% | −33−2.5% | Reduced |
| First Citizens Bank & Trust Co | 1,291 | $863.8K | 0.02% | +32+2.5% | Added |
| Perigon Wealth Management, LLC | 1,292 | $864.5K | 0.05% | −67−4.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,302 | $871.5K | 0.09% | +24+1.9% | Added |
| Curi Capital | 1,308 | $874.9K | 0.13% | +5+0.4% | Added |
| Quadrant Capital Group LLC | 1,308 | $875.2K | 0.09% | +27+2.1% | Added |
| Orion Capital Management LLC | 1,314 | $879.2K | 0.59% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,324 | $886.0K | 0.03% | +42+3.3% | Added |
| Covenant Partners, LLC | 1,332 | $891.3K | 0.34% | −167−11.1% | Reduced |
| Kula Investments, LLC | 1,338 | $895.3K | 0.22% | +1,338 | New |
| Panagora Asset Management Inc | 1,340 | $896.6K | 0.01% | −510−27.6% | Reduced |
| Virtue Capital Management, LLC | 1,383 | $899.9K | 0.15% | +293+26.9% | Added |
| Intrust Bank NA | 1,345 | $900.0K | 0.12% | +254+23.3% | Added |
| Argent Advisors, Inc. | 1,354 | $906.0K | 0.43% | −41−2.9% | Reduced |
| Foundations Investment Advisors, LLC | 1,356 | $907.3K | 0.03% | +232+20.6% | Added |
| First National Bank of South Miami | 1,357 | $908.0K | 0.72% | −37−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,284 | $909.0K | 0.01% | 00.0% | Unchanged |