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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 295 | $239.2K | 0.09% | +295 | New |
| Napatree Capital LLC | 295 | $239.5K | 0.24% | +295 | New |
| Bell Bank | 296 | $240.3K | 0.02% | +296 | New |
| Davidson Trust Co | 296 | $240.3K | 0.15% | +296 | New |
| KRS Capital Management, LLC | 296 | $240.5K | 0.22% | +296 | New |
| Carret Asset Management, LLC | 297 | $241.1K | 0.03% | +297 | New |
| Wealthstream Advisors, Inc. | 298 | $241.9K | 0.10% | +298 | New |
| Visionary Wealth Advisors | 298 | $242.2K | 0.02% | +298 | New |
| ShoreHaven Wealth Partners, LLC | 299 | $242.7K | 0.15% | +299 | New |
| Washington Trust Bank | 299 | $242.7K | 0.02% | +299 | New |
| Financial Perspectives, Inc | 299 | $243.1K | 0.10% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 300 | $243.5K | 0.03% | +300 | New |
| Fort Sheridan Advisors LLC | 300 | $243.5K | 0.05% | +300 | New |
| Clear Creek Financial Management, LLC | 300 | $243.5K | 0.04% | +300 | New |
| Relyea Zuckerberg Hanson LLC | 303 | $246.0K | 0.05% | +303 | New |
| AJ Advisors, LLC | 304 | $246.5K | 0.15% | +304 | New |
| Klingenstein Fields & Co LP | 304 | $246.8K | 0.01% | +304 | New |
| Castleview Partners, LLC | 304 | $247.1K | 0.17% | +288+1,800.0% | Added |
| Rosenberg Matthew Hamilton | 305 | $247.6K | 0.08% | +7+2.3% | Added |
| CFM Wealth Partners LLC | 307 | $249.2K | 0.06% | −20−6.1% | Reduced |
| Values Added Financial LLC | 307 | $249.2K | 0.20% | +307 | New |
| Newbridge Financial Services Group, Inc. | 308 | $250.3K | 0.12% | +308 | New |
| South State Corp. | 310 | $251.7K | 0.02% | −12−3.7% | Reduced |
| Fairview Capital Investment Management, LLC | 311 | $252.5K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 311 | $252.5K | 0.09% | +311 | New |
| CarsonAllaria Wealth Management, Ltd. | 311 | $253.0K | 0.18% | −8−2.5% | Reduced |
| Five Oceans Advisors | 312 | $253.3K | 0.14% | −9−2.8% | Reduced |
| Baker Boyer National Bank | 313 | $254.1K | 0.09% | 00.0% | Unchanged |
| Wrapmanager Inc | 313 | $254.1K | 0.07% | −8−2.5% | Reduced |
| Thrive Wealth Management, LLC | 314 | $254.9K | 0.06% | −13−4.0% | Reduced |
| Whalerock Point Partners, LLC | 315 | $255.7K | 0.08% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 315 | $256.0K | 0.26% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 317 | $257.3K | 0.02% | −56−15.0% | Reduced |
| Pensionmark Financial Group, LLC | 318 | $258.5K | 0.03% | −59−15.6% | Reduced |
| Alliance Wealth Advisors, LLC | 320 | $259.8K | 0.17% | −31−8.8% | Reduced |
| Bruce G. Allen Investments, LLC | 320 | $259.8K | 0.24% | +320 | New |
| Magnus Financial Group LLC | 320 | $259.9K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 323 | $262.2K | 0.28% | +323 | New |
| Cahaba Wealth Management, Inc. | 324 | $263.0K | 0.03% | −21−6.1% | Reduced |
| Weaver Consulting Group | 325 | $263.8K | 0.11% | +2+0.6% | Added |
| Northeast Financial Consultants Inc | 326 | $264.6K | 0.01% | −84−20.5% | Reduced |
| Fidelity D & D Bancorp Inc | 328 | $266.3K | 0.21% | −22−6.3% | Reduced |
| Shayne & Co., LLC | 328 | $266.3K | 0.08% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 328 | $266.3K | 0.41% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 328 | $266.3K | 0.13% | +9+2.8% | Added |
| VisionPoint Advisory Group, LLC | 328 | $266.3K | 0.10% | +165+101.2% | Added |
| Foster & Motley Inc | 329 | $267.0K | 0.02% | +329 | New |
| WMS Partners, LLC | 329 | $267.1K | 0.02% | +4+1.2% | Added |
| Kathmere Capital Management, LLC | 330 | $267.9K | 0.03% | −19−5.4% | Reduced |
| Cohen Capital Management, Inc. | 330 | $267.9K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 332 | $269.5K | 0.03% | +137+70.3% | Added |
| Thrive Capital Management, LLC | 332 | $269.5K | 0.14% | +332 | New |
| Abacus Planning Group, Inc. | 334 | $271.2K | 0.06% | +13+4.0% | Added |
| Private Capital Management, LLC | 335 | $271.7K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 335 | $272.0K | 0.05% | +335 | New |
| CWA Asset Management Group, LLC | 336 | $272.9K | 0.02% | +26+8.4% | Added |
| Nikulski Financial, Inc. | 337 | $273.6K | 0.10% | +23+7.3% | Added |
| Legacy Edge Advisors, LLC | 338 | $274.4K | 0.06% | +338 | New |
| Grandfield & Dodd, LLC | 338 | $274.5K | 0.02% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 340 | $276.7K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 341 | $276.8K | 0.22% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 341 | $276.8K | 0.07% | 00.0% | Unchanged |
| NBW Capital LLC | 343 | $278.4K | 0.06% | −15−4.2% | Reduced |
| Cynosure Management, LLC | 343 | $278.9K | 0.05% | +343 | New |
| Duality Advisers, LP | 344 | $279.3K | 0.03% | −4,472−92.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 344 | $279.3K | 0.08% | +344 | New |
| Douglas Lane & Associates, LLC | 345 | $280.1K | 0.00% | +32+10.2% | Added |
| Old Port Advisors | 345 | $280.1K | 0.09% | +345 | New |
| Traynor Capital Management, Inc. | 345 | $280.2K | 0.03% | −10−2.8% | Reduced |
| Callan Family Office, LLC | 346 | $280.9K | 0.07% | +6+1.8% | Added |
| Element Wealth, LLC | 348 | $282.5K | 0.18% | +2+0.6% | Added |
| Villere St Denis J & Co LLC | 350 | $284.1K | 0.02% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 353 | $286.6K | 0.01% | −91−20.5% | Reduced |
| Luts & Greenleigh Group, Inc | 354 | $287.4K | 0.36% | −13−3.5% | Reduced |
| Rakuten Investment Management, Inc. | 353 | $287.5K | 0.00% | +353 | New |
| Weil Company, Inc. | 354 | $287.7K | 0.13% | +1+0.3% | Added |
| Hyperion Partners, LLC | 356 | $289.0K | 0.23% | +3+0.8% | Added |
| Armstrong Advisory Group, Inc | 356 | $289.0K | 0.03% | +150+72.8% | Added |
| First National Bank | 357 | $289.8K | 0.23% | 00.0% | Unchanged |
| Sageworth Trust Co | 358 | $290.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 359 | $291.4K | 0.09% | −3−0.8% | Reduced |
| Baxter Bros Inc | 360 | $292.2K | 0.04% | +360 | New |
| Enterprise Bank & Trust Co | 360 | $292.2K | 0.10% | +360 | New |
| Frisch Financial Group, Inc. | 361 | $293.0K | 0.11% | +1+0.3% | Added |
| Patten Group, Inc. | 361 | $293.1K | 0.08% | −35−8.8% | Reduced |
| Trust Co | 362 | $293.9K | 0.04% | −23−6.0% | Reduced |
| Compass Ion Advisors, LLC | 362 | $294.2K | 0.05% | −11−2.9% | Reduced |
| Red Door Wealth Management, LLC | 364 | $295.5K | 0.06% | −8−2.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 365 | $296.3K | 0.16% | +365 | New |
| Palumbo Wealth Management LLC | 367 | $298.0K | 0.15% | −12−3.2% | Reduced |
| Keystone Financial Planning, Inc. | 369 | $299.6K | 0.10% | 00.0% | Unchanged |
| Onefund, LLC | 369 | $299.6K | 0.39% | +369 | New |
| Legacy Capital Group California, Inc. | 370 | $300.4K | 0.12% | +3+0.8% | Added |
| Institute for Wealth Management, LLC. | 371 | $301.2K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 373 | $303.2K | 0.01% | +23+6.6% | Added |
| Robinson Smith Wealth Advisors LLC | 374 | $303.4K | 0.30% | +374 | New |
| Ignite Planners, LLC | 380 | $304.1K | 0.09% | −78−17.0% | Reduced |
| Austin Private Wealth, LLC | 375 | $304.4K | 0.04% | −11−2.8% | Reduced |
| Sivia Capital Partners, LLC | 375 | $304.5K | 0.23% | +375 | New |
| AdvisorNet Financial, Inc | 375 | $304.7K | 0.03% | +6+1.6% | Added |