BlackRock, Inc.

BLK

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0002012383

SEC filings (opens in a new tab)

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, Q4 2023

Institutional positions in BlackRock, Inc. as of Dec 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: 1,934; +165 vs. Q3 2023
Shares held: 120.1M; +3.04M (+2.6%) vs. Q3 2023
Total value: $97.4B; +$21.7B (+28.7%) vs. Q3 2023
New holders: 278; 611 more added
Sold out: 113; 818 more reduced

35 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,934 institutions

Value heldQ4 2023: $97.4B

Institutions holding BLK and their total value by quarter
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, Q4 2023

Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q3 2023.

Institutions holding BLK in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Sofos Investments, Inc.	0	$425	0.00%	−18−100.0%	Reduced
USA Financial Portformulas Corp	1	$812	0.00%	−5−83.3%	Reduced
Quest Partners LLC	1	$812	0.00%	+1	New
Life Planning Partners, Inc	1	$812	0.00%	+1	New
American Capital Advisory, LLC	1	$812	0.00%	+1	New
Clear Street Markets LLC	1	$1.00K	0.00%	+1	New
Tfo-TDC, LLC	2	$1.62K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	2	$1.62K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	2	$1.63K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	3	$2.44K	0.00%	−4−57.1%	Reduced
Iron Horse Wealth Management, LLC	3	$2.44K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	3	$2.44K	0.00%	+3	New
Morton Brown Family Wealth, LLC	3	$2.44K	0.00%	+3	New
Wolff Wiese Magana LLC	3	$2.44K	0.00%	+1+50.0%	Added
WealthCollab, LLC	3	$2.44K	0.00%	+3	New
Long Island Wealth Management, Inc.	4	$3.00K	0.00%	+4	New
Pacific Capital Wealth Advisors, Inc	4	$3.25K	0.00%	+4	New
Core Wealth Advisors, Inc.	4	$3.27K	0.00%	+4	New
Aspire Private Capital, LLC	4	$3.49K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	5	$4.06K	0.00%	−49−90.7%	Reduced
Richard W. Paul & Associates, LLC	5	$4.06K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	5	$4.06K	0.00%	+5	New
Creekmur Asset Management LLC	5	$4.06K	0.00%	+5	New
Louisbourg Investments Inc.	5	$4.06K	0.00%	+5	New
Provenance Wealth Advisors, LLC	5	$4.06K	0.00%	+5	New
Northwest Capital Management Inc	6	$4.87K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	6	$4.87K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	7	$5.32K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	7	$5.68K	0.00%	−9−56.3%	Reduced
Oliver Lagore Vanvalin Investment Group	7	$5.68K	0.00%	00.0%	Unchanged
Horizons Wealth Management	7	$5.68K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	8	$6.00K	0.00%	−942−99.2%	Reduced
Householder Group Estate & Retirement Specialist, LLC	8	$6.00K	0.00%	−3−27.3%	Reduced
Jackson, Grant Investment Advisers, Inc.	8	$6.49K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	8	$6.49K	0.00%	00.0%	Unchanged
Clear Investment Research, LLC	8	$6.56K	0.01%	−1−11.1%	Reduced
Global Trust Asset Management, LLC	9	$7.31K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	9	$7.31K	0.00%	+9	New
SJS Investment Consulting Inc.	9	$7.31K	0.00%	−2−18.2%	Reduced
Spotlight Asset Group, Inc.	12	$7.76K	0.01%	00.0%	Unchanged
Atwood & Palmer Inc	10	$8.12K	0.00%	00.0%	Unchanged
Laffer Tengler Investments	10	$8.12K	0.00%	+7+233.3%	Added
Dunhill Financial, LLC	10	$8.52K	0.01%	+10	New
Guardian Wealth Management, Inc.	11	$8.78K	0.01%	00.0%	Unchanged
FSA Wealth Management LLC	11	$9.00K	0.00%	+11	New
Cassady Schiller Wealth Management, LLC	12	$9.74K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	12	$9.74K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	12	$10.0K	0.01%	+1+9.1%	Added
New Millennium Group LLC	14	$11.1K	0.01%	00.0%	Unchanged
Tidemark, LLC	14	$11.4K	0.01%	+14	New
DiNuzzo Private Wealth, Inc.	14	$11.4K	0.00%	+14	New
TFC Financial Management	14	$11.4K	0.00%	00.0%	Unchanged
Main Street Group, LTD	14	$11.7K	0.00%	+14	New
Costello Asset Management, INC	15	$12.2K	0.01%	00.0%	Unchanged
O'Dell Group, LLC	15	$12.2K	0.00%	+15	New
Beaird Harris Wealth Management, LLC	16	$13.0K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	20	$13.1K	0.01%	+20	New
Distillate Capital Partners LLC	18	$14.6K	3.18%	00.0%	Unchanged
Pacifica Partners Inc.	20	$15.1K	0.01%	+20	New
Sound Income Strategies, LLC	19	$15.4K	0.00%	−15−44.1%	Reduced
Planned Solutions, Inc.	19	$15.4K	0.01%	+19	New
Harvest Fund Management Co., Ltd	20	$16.0K	0.00%	00.0%	Unchanged
City State Bank	20	$16.0K	0.01%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	20	$16.2K	0.01%	00.0%	Unchanged
Granite FO LLC	20	$16.2K	0.01%	00.0%	Unchanged
Transcendent Capital Group LLC	20	$16.2K	0.01%	+20	New
Raffa Wealth Management, LLC	21	$17.0K	0.01%	00.0%	Unchanged
Legend Financial Advisors, Inc.	21	$17.0K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	21	$17.0K	0.00%	+2+10.5%	Added
Aspect Partners, LLC	22	$17.9K	0.01%	+22	New
Center for Financial Planning, Inc.	25	$20.3K	0.00%	00.0%	Unchanged
West Financial Advisors, LLC	26	$21.1K	0.00%	−10−27.8%	Reduced
Sugarloaf Wealth Management, LLC	27	$21.9K	0.01%	00.0%	Unchanged
ICA Group Wealth Management, LLC	28	$23.0K	0.01%	+28	New
Avion Wealth	28	$23.0K	0.01%	−2−6.7%	Reduced
Belmont Capital, LLC	29	$23.4K	0.01%	00.0%	Unchanged
Western Pacific Wealth Management, LP	30	$24.4K	0.02%	−7−18.9%	Reduced
AllSquare Wealth Management LLC	30	$24.4K	0.01%	00.0%	Unchanged
Old Point Trust & Financial Services N A	30	$24.4K	0.01%	+30	New
Vima LLC	30	$24.4K	0.06%	+30	New
DHJJ Financial Advisors, Ltd.	30	$24.4K	0.01%	00.0%	Unchanged
Knott David M Jr	31	$25.0K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	32	$25.6K	0.02%	+1+3.2%	Added
Financial Synergies Wealth Advisors, Inc.	37	$26.2K	0.00%	−57−60.6%	Reduced
Tennessee Valley Asset Management Partners	34	$27.3K	0.01%	+34	New
Private Ocean, LLC	34	$27.6K	0.00%	00.0%	Unchanged
Clean Yield Group	34	$27.6K	0.01%	00.0%	Unchanged
Private Wealth Management Group, LLC	34	$27.6K	0.01%	+34	New
Roble, Belko & Company, Inc	35	$28.0K	0.01%	00.0%	Unchanged
Pineridge Advisors LLC	35	$28.4K	0.01%	+35	New
M&R Capital Management Inc	36	$29.1K	0.01%	+5+16.1%	Added
Chesapeake Asset Management LLC	37	$30.0K	0.03%	−73−66.4%	Reduced
LFA - Lugano Financial Advisors SA	37	$30.0K	0.02%	+25+208.3%	Added
Hall Laurie J Trustee	38	$31.0K	0.01%	00.0%	Unchanged
Northwest Financial Advisors	39	$31.6K	0.03%	+39	New
AlphaMark Advisors, LLC	40	$32.0K	0.01%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	40	$32.0K	0.02%	+40	New
Knuff & Co LLC	40	$32.5K	0.01%	+13+48.1%	Added
PFS Partners, LLC	41	$33.3K	0.02%	00.0%	Unchanged
Operose Advisors LLC	42	$34.1K	0.01%	−68−61.8%	Reduced