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, Q3 2023
Institutional positions in BlackRock, Inc. as of Sep 30, 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
- 1,804
- −25 vs. Q2 2023
- Shares held
- 117.4M
- +758.0K (+0.6%) vs. Q2 2023
- Total value
- $75.9B
- −$4.64B (−5.8%) vs. Q2 2023
- New holders
- 93
- 713 more added
- Sold out
- 118
- 744 more reduced
27 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Partner, Inc. | 237 | $153.2K | 0.14% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 238 | $153.9K | 0.09% | +3+1.3% | Added |
| Arcadia Investment Management Corp | 250 | $161.6K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 250 | $161.6K | 0.10% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 273 | $176.3K | 0.13% | −1−0.4% | Reduced |
| CSU Producer Resources, Inc. | 275 | $177.8K | 0.68% | 00.0% | Unchanged |
| Smithfield Trust Co | 278 | $179.0K | 0.01% | −18−6.1% | Reduced |
| Rational Advisors LLC | 291 | $188.1K | 0.02% | −54−15.7% | Reduced |
| Sutton Wealth Advisors Inc. | 292 | $188.8K | 0.09% | +24+9.0% | Added |
| Rosenberg Matthew Hamilton | 298 | $192.7K | 0.06% | −11−3.6% | Reduced |
| Financial Perspectives, Inc | 299 | $193.6K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 302 | $195.3K | 0.05% | +22+7.9% | Added |
| CWA Asset Management Group, LLC | 310 | $200.4K | 0.01% | +6+2.0% | Added |
| Fairview Capital Investment Management, LLC | 311 | $201.1K | 0.01% | 00.0% | Unchanged |
| Baker Boyer National Bank | 313 | $202.3K | 0.08% | +313 | New |
| Douglas Lane & Associates, LLC | 313 | $202.4K | 0.00% | −33−9.5% | Reduced |
| Nikulski Financial, Inc. | 314 | $203.0K | 0.08% | +20+6.8% | Added |
| Whalerock Point Partners, LLC | 315 | $203.6K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 315 | $204.0K | 0.23% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 320 | $205.0K | 0.16% | +9+2.9% | Added |
| Corton Capital Inc. | 319 | $206.2K | 0.10% | −34−9.6% | Reduced |
| Meeder Asset Management Inc | 319 | $206.2K | 0.02% | −8−2.4% | Reduced |
| Cape Investment Advisory, Inc. | 319 | $206.2K | 0.12% | +36+12.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 319 | $206.5K | 0.17% | −7−2.1% | Reduced |
| Magnus Financial Group LLC | 320 | $206.7K | 0.03% | +1+0.3% | Added |
| First Financial Corp | 320 | $206.9K | 0.12% | +75+30.6% | Added |
| Five Oceans Advisors | 321 | $207.5K | 0.13% | +1+0.3% | Added |
| Vise Technologies, Inc. | 321 | $207.5K | 0.05% | +27+9.2% | Added |
| Wrapmanager Inc | 321 | $207.5K | 0.07% | +29+9.9% | Added |
| Abacus Planning Group, Inc. | 321 | $207.6K | 0.05% | +4+1.3% | Added |
| South State Corp. | 322 | $208.2K | 0.02% | −21−6.1% | Reduced |
| Gratus Capital LLC | 323 | $208.8K | 0.01% | +323 | New |
| Weaver Consulting Group | 323 | $208.8K | 0.09% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 325 | $210.0K | 0.10% | −1,331−80.4% | Reduced |
| WMS Partners, LLC | 325 | $210.1K | 0.02% | −6−1.8% | Reduced |
| CFM Wealth Partners LLC | 327 | $211.4K | 0.06% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 327 | $211.4K | 0.06% | +6+1.9% | Added |
| Winning Points Advisors, LLC | 328 | $211.6K | 0.37% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 327 | $211.6K | 0.01% | −32−8.9% | Reduced |
| Shayne & Co., LLC | 328 | $212.0K | 0.07% | +328 | New |
| Prosperity Consulting Group, LLC | 328 | $212.0K | 0.10% | +328 | New |
| Cohen Capital Management, Inc. | 330 | $213.3K | 0.04% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 332 | $214.6K | 0.04% | −3−0.9% | Reduced |
| Private Capital Management, LLC | 335 | $216.4K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 336 | $217.2K | 0.07% | −45−11.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 337 | $218.3K | 0.05% | −5−1.5% | Reduced |
| Grandfield & Dodd, LLC | 338 | $218.6K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 340 | $219.8K | 0.06% | −139−29.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 340 | $219.8K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 341 | $220.4K | 0.19% | +341 | New |
| TMD Wealth Management, LLC | 341 | $220.5K | 0.06% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 345 | $222.9K | 0.02% | −21−5.7% | Reduced |
| Nemes Rush Group LLC | 345 | $223.0K | 0.04% | −7−2.0% | Reduced |
| Element Wealth, LLC | 346 | $223.6K | 0.16% | +7+2.1% | Added |
| Secure Asset Management, LLC | 347 | $224.4K | 0.07% | +2+0.6% | Added |
| Rothschild Investment Corp | 348 | $225.0K | 0.02% | +55+18.8% | Added |
| Kathmere Capital Management, LLC | 349 | $225.6K | 0.03% | −1−0.3% | Reduced |
| Villere St Denis J & Co LLC | 350 | $226.3K | 0.02% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 350 | $226.3K | 0.23% | +350 | New |
| Baker Avenue Asset Management, LP | 350 | $226.6K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 351 | $226.9K | 0.16% | 00.0% | Unchanged |
| Weil Company, Inc. | 353 | $228.1K | 0.11% | +2+0.6% | Added |
| Hyperion Partners, LLC | 353 | $228.2K | 0.20% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 355 | $229.8K | 0.03% | +32+9.9% | Added |
| XML Financial, LLC | 356 | $230.3K | 0.03% | +8+2.3% | Added |
| First National Bank | 357 | $230.8K | 0.20% | 00.0% | Unchanged |
| Sageworth Trust Co | 358 | $231.4K | 0.02% | 00.0% | Unchanged |
| NBW Capital LLC | 358 | $231.4K | 0.06% | +358 | New |
| Frisch Financial Group, Inc. | 360 | $233.0K | 0.09% | −34−8.6% | Reduced |
| Full Sail Capital, LLC | 361 | $233.4K | 0.02% | +5+1.4% | Added |
| Versant Capital Management, Inc | 362 | $234.0K | 0.07% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 364 | $235.4K | 0.02% | −1−0.3% | Reduced |
| Luts & Greenleigh Group, Inc | 367 | $237.3K | 0.29% | −5−1.3% | Reduced |
| Legacy Capital Group California, Inc. | 367 | $237.3K | 0.10% | −4−1.1% | Reduced |
| Keystone Financial Planning, Inc. | 369 | $238.6K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 369 | $238.8K | 0.02% | −311−45.7% | Reduced |
| Institute for Wealth Management, LLC. | 371 | $239.8K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 372 | $240.5K | 0.09% | −162−30.3% | Reduced |
| Red Door Wealth Management, LLC | 372 | $240.5K | 0.06% | +13+3.6% | Added |
| Compass Ion Advisors, LLC | 373 | $240.8K | 0.04% | +60+19.2% | Added |
| JFS Wealth Advisors, LLC | 373 | $241.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 373 | $242.4K | 0.02% | +13+3.6% | Added |
| Pensionmark Financial Group, LLC | 377 | $243.9K | 0.05% | +40+11.9% | Added |
| Palumbo Wealth Management LLC | 379 | $244.9K | 0.13% | +3+0.8% | Added |
| Acima Private Wealth, LLC | 379 | $245.0K | 0.11% | 00.0% | Unchanged |
| Alpha Family Trust | 380 | $245.7K | 0.19% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 356 | $245.8K | 0.06% | −330−48.1% | Reduced |
| Mirabella Financial Services LLP | 381 | $246.3K | 0.04% | +381 | New |
| D'Orazio & Associates, Inc. | 381 | $246.4K | 0.06% | −8−2.1% | Reduced |
| Excalibur Management Corp | 382 | $247.0K | 0.13% | +1+0.3% | Added |
| PFG Advisors | 383 | $247.6K | 0.02% | −29−7.0% | Reduced |
| Trust Co | 385 | $248.9K | 0.04% | −540−58.4% | Reduced |
| Silverlake Wealth Management LLC | 385 | $248.9K | 0.14% | +3+0.8% | Added |
| CRA Financial Services, LLC | 385 | $248.9K | 0.07% | +16+4.3% | Added |
| Austin Private Wealth, LLC | 386 | $249.5K | 0.04% | +66+20.6% | Added |
| Sargent Investment Group, LLC | 388 | $250.8K | 0.06% | −2−0.5% | Reduced |
| Autumn Glory Partners, LLC | 390 | $252.1K | 0.15% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 390 | $252.1K | 0.00% | +40+11.4% | Added |
| QCM Cayman, Ltd. | 392 | $253.4K | 1.65% | −103−20.8% | Reduced |
| PFG Investments, LLC | 392 | $253.7K | 0.05% | 00.0% | Unchanged |