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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 675 | $436.5K | 0.03% | +134+24.8% | Added |
| Capital Advisors, Ltd. LLC | 678 | $439.0K | 0.07% | +15+2.3% | Added |
| Credit Capital Investments LLC | 680 | $439.6K | 0.58% | +680 | New |
| Johnson Financial Group, Inc. | 680 | $439.6K | 0.03% | −41−5.7% | Reduced |
| TFG Advisers LLC | 680 | $439.7K | 0.21% | −19−2.7% | Reduced |
| Rede Wealth, LLC | 681 | $440.3K | 0.22% | +1+0.1% | Added |
| Private Advisory Group LLC | 682 | $440.9K | 0.09% | +39+6.1% | Added |
| Essex Financial Services, Inc. | 683 | $441.3K | 0.05% | −20−2.8% | Reduced |
| Kozak & Associates, Inc. | 684 | $443.4K | 0.16% | +5+0.7% | Added |
| Quent Capital, LLC | 687 | $443.8K | 0.07% | +63+10.1% | Added |
| Newport Capital Group, LLC | 687 | $444.1K | 0.41% | −33−4.6% | Reduced |
| Schear Investment Advisers, LLC | 687 | $444.1K | 0.48% | −17−2.4% | Reduced |
| Private Wealth Partners, LLC | 689 | $445.4K | 0.04% | +44+6.8% | Added |
| PGGM Investments | 690 | $446.0K | 0.01% | +100+16.9% | Added |
| RSM US Wealth Management LLC | 692 | $447.4K | 0.02% | +5+0.7% | Added |
| Nebula Research & Development LLC | 697 | $450.6K | 0.24% | +697 | New |
| Allen Investment Management LLC | 702 | $453.8K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 702 | $453.8K | 0.02% | +360+105.3% | Added |
| Powell Investment Advisors, LLC | 704 | $455.2K | 0.27% | 00.0% | Unchanged |
| DCM Advisors, LLC | 705 | $455.8K | 0.21% | −248−26.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 704 | $457.1K | 0.11% | +43+6.5% | Added |
| Zhang Financial LLC | 712 | $457.3K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 710 | $459.0K | 0.04% | −14−1.9% | Reduced |
| Geneos Wealth Management Inc. | 716 | $462.9K | 0.02% | −82−10.3% | Reduced |
| Nicolet Bankshares Inc | 717 | $463.5K | 0.14% | −700−49.4% | Reduced |
| Lane & Associates LLC | 719 | $464.7K | 0.37% | +23+3.3% | Added |
| Options Solutions, LLC | 720 | $465.8K | 0.53% | −26−3.5% | Reduced |
| Renasant Bank | 721 | $466.1K | 0.39% | +226+45.7% | Added |
| Intrua Financial, LLC | 724 | $467.8K | 0.08% | −38−5.0% | Reduced |
| New Hampshire Trust | 725 | $468.7K | 0.13% | +10+1.4% | Added |
| Boltwood Capital Management | 726 | $469.4K | 0.17% | +8+1.1% | Added |
| Buckley Wealth Management, LLC | 732 | $473.2K | 0.18% | −209−22.2% | Reduced |
| E&G Advisors, LP | 734 | $474.5K | 0.17% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 737 | $476.5K | 0.11% | −36−4.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 738 | $476.8K | 0.06% | +4+0.5% | Added |
| Ethos Financial Group, LLC | 743 | $480.5K | 0.12% | +295+65.8% | Added |
| Crumly & Associates Inc. | 744 | $480.9K | 0.19% | −7−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 744 | $481.5K | 0.14% | +45+6.4% | Added |
| Brookstone Capital Management | 777 | $483.7K | 0.01% | +53+7.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 750 | $484.9K | 0.04% | +500+200.0% | Added |
| Dodge & Cox | 750 | $484.9K | 0.00% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 750 | $484.9K | 0.49% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 750 | $484.9K | 0.40% | +15+2.0% | Added |
| Glassman Wealth Services | 750 | $484.9K | 0.08% | +210+38.9% | Added |
| Abn Amro Investment Solutions | 756 | $488.7K | 0.01% | +184+32.2% | Added |
| Wealthcare Advisory Partners LLC | 758 | $489.8K | 0.02% | −143−15.9% | Reduced |
| Amplius Wealth Advisors, LLC | 761 | $492.0K | 0.07% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 762 | $492.6K | 0.12% | +762 | New |
| NorthRock Partners, LLC | 764 | $494.1K | 0.05% | +110+16.8% | Added |
| Legacy Advisors, LLC | 766 | $495.0K | 0.08% | +22+3.0% | Added |
| Smithbridge Asset Management Inc | 770 | $498.0K | 0.12% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 776 | $501.7K | 0.13% | +20+2.6% | Added |
| Smith, Moore & Co. | 776 | $501.7K | 0.07% | −7−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 779 | $503.6K | 0.41% | −138−15.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 779 | $503.6K | 0.36% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 785 | $504.6K | 0.03% | −73−8.5% | Reduced |
| SeaCrest Wealth Management, LLC | 784 | $506.8K | 0.07% | −19−2.4% | Reduced |
| Penserra Capital Management LLC | 786 | $507.0K | 0.01% | −186−19.1% | Reduced |
| LMCG Investments, LLC | 785 | $507.5K | 0.03% | −1−0.1% | Reduced |
| Legacy Trust | 788 | $509.4K | 0.15% | −14−1.7% | Reduced |
| Avidian Wealth Solutions, LLC | 790 | $510.6K | 0.04% | −51−6.1% | Reduced |
| Atlas Brown,Inc. | 790 | $510.7K | 0.23% | +48+6.5% | Added |
| Oakworth Capital, Inc. | 795 | $514.0K | 0.05% | +15+1.9% | Added |
| MQS Management LLC | 800 | $517.2K | 0.32% | −215−21.2% | Reduced |
| Cullinan Associates Inc | 800 | $517.2K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 800 | $517.2K | 0.04% | +800 | New |
| Centurion Wealth Management LLC | 803 | $519.1K | 0.25% | +4+0.5% | Added |
| KLR Investment Advisors, LLC | 776 | $519.2K | 0.47% | −50−6.1% | Reduced |
| Aureus Asset Management, LLC | 807 | $521.7K | 0.04% | +208+34.7% | Added |
| Arkadios Wealth Advisors | 812 | $524.9K | 0.05% | +122+17.7% | Added |
| Formidable Asset Management, LLC | 812 | $525.0K | 0.12% | −10−1.2% | Reduced |
| Heritage Wealth Advisors | 813 | $525.8K | 0.03% | +293+56.3% | Added |
| Symmetry Partners, LLC | 814 | $526.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 815 | $527.0K | 0.25% | −250−23.5% | Reduced |
| MTM Investment Management, LLC | 817 | $528.2K | 0.27% | −102−11.1% | Reduced |
| Independence Bank of Kentucky | 820 | $530.1K | 0.22% | +191+30.4% | Added |
| JNBA Financial Advisors | 822 | $531.4K | 0.07% | +59+7.7% | Added |
| International Assets Investment Management, LLC | 827 | $531.9K | 0.07% | −11−1.3% | Reduced |
| Northern Oak Wealth Management Inc | 824 | $532.7K | 0.07% | +285+52.9% | Added |
| Norway Savings Bank | 825 | $533.4K | 0.26% | +433+110.5% | Added |
| Prestige Wealth Management Group LLC | 825 | $533.4K | 0.13% | +410+98.8% | Added |
| West Michigan Advisors, LLC | 826 | $534.0K | 0.29% | +37+4.7% | Added |
| First Business Financial Services, Inc. | 830 | $536.6K | 0.07% | +13+1.6% | Added |
| Asset Dedication, LLC | 830 | $538.0K | 0.05% | −27−3.2% | Reduced |
| Ropes Wealth Advisors LLC | 835 | $540.1K | 0.10% | −206−19.8% | Reduced |
| Roberts Glore & Co Inc | 836 | $540.5K | 0.18% | −40−4.6% | Reduced |
| Ensemble Capital Management, LLC | 836 | $540.5K | 0.06% | +15+1.8% | Added |
| Proequities, Inc. | 841 | $543.7K | 0.04% | −9−1.1% | Reduced |
| Financial Advisory Service, Inc. | 843 | $545.1K | 0.06% | +38+4.7% | Added |
| Etesian Wealth Advisors, Inc. | 848 | $548.2K | 0.37% | +2+0.2% | Added |
| ISAM Funds (UK) Ltd | 848 | $548.2K | 0.35% | +848 | New |
| Personal Cfo Solutions, LLC | 848 | $548.4K | 0.11% | +52+6.5% | Added |
| First Interstate Bank | 853 | $551.5K | 0.05% | −151−15.0% | Reduced |
| VeraBank, N.A. | 853 | $551.5K | 0.21% | −6−0.7% | Reduced |
| Middleton & Co Inc | 855 | $552.7K | 0.08% | +85+11.0% | Added |
| Credential Qtrade Securities Inc. | 857 | $554.0K | 0.04% | −1−0.1% | Reduced |
| Grimes & Company, Inc. | 858 | $554.8K | 0.02% | −52−5.7% | Reduced |
| Transatlantique Private Wealth LLC | 859 | $555.3K | 0.30% | +1+0.1% | Added |
| Burns J W & Co Inc | 860 | $556.0K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 862 | $557.3K | 0.05% | +463+116.0% | Added |