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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 865 | $559.4K | 0.04% | +6+0.7% | Added |
| First Commonwealth Financial Corp | 867 | $560.5K | 0.19% | −8−0.9% | Reduced |
| Hoxton Planning & Management, LLC | 870 | $562.0K | 0.36% | +4+0.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 870 | $562.4K | 0.05% | +870 | New |
| Waldron Private Wealth LLC | 874 | $565.4K | 0.03% | −30−3.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 875 | $565.7K | 0.02% | +40+4.8% | Added |
| Field & Main Bank | 881 | $569.5K | 0.27% | +39+4.6% | Added |
| American National Bank | 884 | $571.5K | 0.10% | +576+187.0% | Added |
| Continuum Advisory, LLC | 892 | $576.4K | 0.09% | +25+2.9% | Added |
| Wolf Group Capital Advisors | 892 | $576.7K | 0.27% | −20−2.2% | Reduced |
| Lavaca Capital LLC | 893 | $577.3K | 0.21% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 894 | $578.2K | 0.36% | +63+7.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 895 | $578.6K | 0.03% | −37−4.0% | Reduced |
| Foundations Investment Advisors, LLC | 895 | $578.9K | 0.02% | −261−22.6% | Reduced |
| ERn Financial, LLC | 896 | $579.0K | 0.13% | +93+11.6% | Added |
| Guardian Wealth Advisors, LLC | 896 | $579.3K | 0.10% | +35+4.1% | Added |
| Claro Advisors LLC | 897 | $580.2K | 0.15% | −20−2.2% | Reduced |
| Lakeview Capital Partners, LLC | 898 | $580.4K | 0.11% | +4+0.4% | Added |
| Sageworth Trust Co of South Dakota | 900 | $581.8K | 1.28% | 00.0% | Unchanged |
| Ninepoint Partners LP | 903 | $583.8K | 0.06% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 908 | $587.0K | 0.98% | +42+4.8% | Added |
| Alterity Financial Group, LLC | 911 | $589.1K | 0.93% | +25+2.8% | Added |
| Pine Haven Investment Counsel, Inc | 915 | $591.5K | 0.61% | +55+6.4% | Added |
| BBR Partners, LLC | 915 | $591.5K | 0.07% | +473+107.0% | Added |
| Phillips Wealth Planners LLC | 951 | $592.0K | 0.80% | +33+3.6% | Added |
| Legacy Wealth Asset Management, LLC | 919 | $594.1K | 0.22% | +3+0.3% | Added |
| Woodward Diversified Capital, LLC | 922 | $596.5K | 0.43% | +114+14.1% | Added |
| NBC Securities, Inc. | 928 | $599.0K | 0.07% | +928 | New |
| Bank of Nova Scotia Trust Co | 928 | $599.9K | 0.07% | −11−1.2% | Reduced |
| LWM Advisory Services, LLC | 928 | $599.9K | 0.64% | −9−1.0% | Reduced |
| Loudon Investment Management, LLC | 936 | $605.1K | 0.42% | −74−7.3% | Reduced |
| Matisse Capital | 937 | $605.8K | 0.43% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 938 | $606.4K | 0.38% | +20+2.2% | Added |
| PAX Financial Group, LLC | 939 | $607.1K | 0.14% | −9−0.9% | Reduced |
| Oak Thistle LLC | 941 | $608.3K | 0.18% | +941 | New |
| Malaga Cove Capital, LLC | 945 | $610.9K | 0.28% | +173+22.4% | Added |
| Raleigh Capital Management Inc. | 946 | $611.7K | 0.31% | +43+4.8% | Added |
| MidWestOne Financial Group, Inc. | 948 | $612.5K | 0.14% | −172−15.4% | Reduced |
| Motco | 948 | $612.9K | 0.04% | −22−2.3% | Reduced |
| Pinnacle Bancorp, Inc. | 949 | $613.5K | 0.22% | −10−1.0% | Reduced |
| Ogorek Anthony Joseph | 950 | $614.0K | 0.24% | −8−0.8% | Reduced |
| Teamwork Financial Advisors, LLC | 952 | $615.4K | 0.10% | +81+9.3% | Added |
| Columbus Macro, LLC | 952 | $615.5K | 0.26% | −4−0.4% | Reduced |
| Patron Partners Advisors, LLC | 953 | $616.1K | 0.45% | −24−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 956 | $618.1K | 0.01% | −62−6.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 957 | $618.7K | 0.06% | +111+13.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 969 | $626.4K | 0.27% | −3−0.3% | Reduced |
| Walleye Trading LLC | 971 | $627.7K | 0.01% | −7,436−88.5% | Reduced |
| River & Mercantile Asset Management LLP | 972 | $629.0K | 0.15% | −44−4.3% | Reduced |
| DRW Securities, LLC | 975 | $630.0K | 0.05% | −443−31.2% | Reduced |
| L.M. Kohn & Company | 980 | $633.6K | 0.23% | +8+0.8% | Added |
| Aaron Wealth Advisors | 982 | $634.9K | 0.08% | +12+1.2% | Added |
| Berkeley, Inc | 982 | $635.0K | 0.43% | −39−3.8% | Reduced |
| Concord Wealth Partners | 988 | $639.0K | 0.14% | −53−5.1% | Reduced |
| Mendel Capital Management LLC | 989 | $639.6K | 0.53% | −24−2.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 995 | $643.3K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 999 | $645.8K | 0.05% | −56−5.3% | Reduced |
| Dover Advisors, LLC | 999 | $645.8K | 0.65% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,000 | $646.5K | 0.41% | 00.0% | Unchanged |
| Parkside Investments, LLC | 1,000 | $646.5K | 0.12% | +1,000 | New |
| Moneta Group Investment Advisors LLC | 1,004 | $648.8K | 0.01% | +61+6.5% | Added |
| Miracle Mile Advisors, LLC | 1,004 | $649.2K | 0.02% | −16−1.6% | Reduced |
| Kingfisher Capital LLC | 1,008 | $651.0K | 0.18% | −117−10.4% | Reduced |
| Shelton Capital Management | 1,008 | $651.7K | 0.02% | 00.0% | Unchanged |
| KLK Capital Management LLC | 1,012 | $654.3K | 0.88% | −32−3.1% | Reduced |
| Colonial Trust Advisors | 1,013 | $654.9K | 0.08% | −1−0.1% | Reduced |
| Cipher Capital LP | 1,016 | $656.8K | 0.47% | +1,016 | New |
| Emerald Advisors, LLC | 1,022 | $661.0K | 0.15% | +91+9.8% | Added |
| Carl P. Sherr & Co., LLC | 1,025 | $662.7K | 0.45% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,026 | $663.4K | 0.07% | +24+2.4% | Added |
| Intrust Bank NA | 1,030 | $665.9K | 0.08% | −73−6.6% | Reduced |
| Forza Wealth Management, LLC | 1,031 | $666.5K | 0.34% | 00.0% | Unchanged |
| Greenfield Savings Bank | 1,032 | $667.2K | 0.42% | −5−0.5% | Reduced |
| Core Alternative Capital | 1,038 | $671.1K | 0.10% | +293+39.3% | Added |
| Accurate Wealth Management, LLC | 1,058 | $673.0K | 0.21% | +138+15.0% | Added |
| Tower Bridge Advisors | 1,042 | $673.6K | 0.06% | −60−5.4% | Reduced |
| Aries Wealth Management | 1,061 | $674.2K | 0.26% | +5+0.5% | Added |
| Cypress Wealth Services, LLC | 1,045 | $675.8K | 0.19% | +7+0.7% | Added |
| Voya Financial Advisors, Inc. | 1,049 | $676.9K | 0.08% | +71+7.3% | Added |
| Morningstar Investment Management LLC | 1,057 | $683.0K | 0.09% | +36+3.5% | Added |
| Schechter Investment Advisors, LLC | 1,059 | $684.6K | 0.07% | +31+3.0% | Added |
| First National Bank of Hutchinson | 1,062 | $686.6K | 0.52% | +6+0.6% | Added |
| Ledyard National Bank | 1,064 | $687.9K | 0.08% | −30−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,071 | $692.2K | 0.08% | −58−5.1% | Reduced |
| Alera Investment Advisors, LLC | 1,071 | $692.4K | 0.11% | −40−3.6% | Reduced |
| Davis R M Inc | 1,074 | $694.0K | 0.02% | −11−1.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,080 | $698.4K | 0.14% | +99+10.1% | Added |
| Cobblestone Capital Advisors LLC | 1,083 | $700.1K | 0.05% | 00.0% | Unchanged |
| David Loasby | 1,104 | $702.8K | 0.08% | +129+13.2% | Added |
| Smith, Salley & Associates | 1,088 | $703.6K | 0.05% | −2−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,090 | $704.7K | 0.24% | +12+1.1% | Added |
| O'Rourke & Company, Inc | 1,093 | $707.0K | 0.52% | −104−8.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,095 | $707.9K | 0.39% | +76+7.5% | Added |
| Marcum Wealth, LLC | 1,099 | $710.5K | 0.09% | +41+3.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,100 | $711.1K | 0.16% | −10−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,101 | $711.5K | 0.17% | +21+1.9% | Added |
| Flagship Harbor Advisors, LLC | 1,109 | $716.9K | 0.06% | −15−1.3% | Reduced |
| Mather Group, LLC. | 1,111 | $718.1K | 0.01% | +60+5.7% | Added |
| United Bank | 1,117 | $722.1K | 0.43% | −40−3.5% | Reduced |
| Doliver Advisors, LP | 1,117 | $722.1K | 0.22% | −17−1.5% | Reduced |