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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 381 | $305.5K | 0.03% | −13−3.3% | Reduced |
| True North Advisors, LLC | 378 | $306.9K | 0.08% | +42+12.5% | Added |
| Marest Capital, LLC | 377 | $306.9K | 0.31% | +377 | New |
| D'Orazio & Associates, Inc. | 378 | $307.2K | 0.06% | −3−0.8% | Reduced |
| Acima Private Wealth, LLC | 379 | $307.7K | 0.12% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 381 | $308.5K | 0.23% | −34−8.2% | Reduced |
| Alpha Family Trust | 380 | $308.5K | 0.21% | 00.0% | Unchanged |
| Excalibur Management Corp | 382 | $310.1K | 0.15% | 00.0% | Unchanged |
| LCNB Corp | 383 | $310.9K | 0.12% | −70−15.5% | Reduced |
| Balanced Rock Investment Advisor | 383 | $310.9K | 0.28% | +383 | New |
| Gradient Capital Advisors, LLC | 385 | $312.4K | 0.12% | −54−12.3% | Reduced |
| JFS Wealth Advisors, LLC | 385 | $312.5K | 0.03% | +12+3.2% | Added |
| PFG Advisors | 385 | $312.7K | 0.03% | +2+0.5% | Added |
| Boit C F David | 400 | $313.7K | 0.18% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 387 | $314.2K | 0.07% | −1−0.3% | Reduced |
| Silverlake Wealth Management LLC | 387 | $314.2K | 0.17% | +2+0.5% | Added |
| Trilogy Capital Inc. | 387 | $314.3K | 0.02% | +23+6.3% | Added |
| Verum Partners LLC | 396 | $321.5K | 0.13% | −8−2.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 397 | $322.3K | 0.12% | −2−0.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 21,278 | $322.8K | 0.01% | +21,278 | New |
| Zullo Investment Group, Inc. | 399 | $324.3K | 0.17% | −21−5.0% | Reduced |
| Alta Advisers Ltd | 400 | $324.7K | 0.17% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 400 | $325.0K | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 401 | $325.5K | 0.08% | −2,599−86.6% | Reduced |
| Opal Wealth Advisors, LLC | 402 | $326.3K | 0.13% | −40−9.0% | Reduced |
| Wealthsource Partners, LLC | 402 | $326.7K | 0.02% | +75+22.9% | Added |
| SevenBridge Financial Group, LLC | 403 | $327.2K | 0.08% | −5−1.2% | Reduced |
| Grove Bank & Trust | 404 | $328.0K | 0.06% | −31−7.1% | Reduced |
| Magellan Asset Management Ltd | 404 | $328.0K | 0.00% | +14+3.6% | Added |
| Mengis Capital Management, Inc. | 405 | $328.8K | 0.06% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 405 | $328.9K | 0.02% | −69−14.6% | Reduced |
| Cambridge Advisors Inc. | 406 | $329.6K | 0.08% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 407 | $330.4K | 0.11% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 407 | $330.4K | 0.30% | +407 | New |
| Tiemann Investment Advisors, LLC | 408 | $331.2K | 0.16% | +10+2.5% | Added |
| ML & R Wealth Management LLC | 409 | $332.0K | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 411 | $333.3K | 0.04% | +55+15.4% | Added |
| CX Institutional | 413 | $335.3K | 0.02% | −34−7.6% | Reduced |
| CRA Financial Services, LLC | 414 | $336.1K | 0.08% | +29+7.5% | Added |
| Signature Wealth Management Partners, LLC | 415 | $336.9K | 0.29% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 416 | $337.7K | 0.03% | −541−56.5% | Reduced |
| Avestar Capital, LLC | 417 | $338.5K | 0.04% | −41−9.0% | Reduced |
| Apexium Financial, LP | 418 | $338.9K | 0.02% | +418 | New |
| Silver Oak Securities, Inc | 420 | $341.3K | 0.05% | +216+105.9% | Added |
| Objective Capital Management, LLC | 421 | $341.5K | 0.26% | −6−1.4% | Reduced |
| Moody National Bank Trust Division | 421 | $341.8K | 0.03% | −1,333−76.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 421 | $341.8K | 0.12% | +20+5.0% | Added |
| Meeder Asset Management Inc | 421 | $341.8K | 0.03% | +102+32.0% | Added |
| LVW Advisors, LLC | 421 | $341.8K | 0.06% | −87−17.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 443 | $343.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 424 | $344.2K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance | 425 | $344.6K | 0.05% | −4−0.9% | Reduced |
| New England Research & Management, Inc. | 425 | $345.0K | 0.18% | +425 | New |
| Congress Park Capital LLC | 425 | $345.0K | 0.17% | −25−5.6% | Reduced |
| Alethea Capital Management, LLC | 425 | $345.0K | 0.40% | 00.0% | Unchanged |
| Riverwater Partners LLC | 425 | $345.0K | 0.27% | +4+1.0% | Added |
| Biltmore Family Office, LLC | 425 | $345.2K | 0.07% | 00.0% | Unchanged |
| Summitry LLC | 427 | $346.6K | 0.02% | −79−15.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 429 | $347.6K | 0.17% | +14+3.4% | Added |
| Platform Technology Partners | 434 | $348.0K | 0.14% | −114−20.8% | Reduced |
| Israel Discount Bank of New York | 429 | $348.3K | 0.27% | −28−6.1% | Reduced |
| Phoenix Wealth Advisors | 438 | $350.5K | 0.24% | −2−0.5% | Reduced |
| Integral Investment Advisors, Inc. | 433 | $351.5K | 0.22% | +10+2.4% | Added |
| Concord Asset Management, LLC | 433 | $351.6K | 0.10% | −31−6.7% | Reduced |
| Gryphon Financial Partners LLC | 436 | $354.4K | 0.06% | +436 | New |
| Principal Street Partners, LLC | 437 | $354.8K | 0.09% | −53−10.8% | Reduced |
| Central Valley Advisors, LLC | 437 | $355.2K | 0.21% | +437 | New |
| Perennial Investment Advisors, LLC | 437 | $355.8K | 0.06% | −25−5.4% | Reduced |
| Rothschild Investment LLC | 439 | $356.4K | 0.03% | +439 | New |
| Kiely Wealth Advisory Group, Inc. | 450 | $356.5K | 0.21% | +450 | New |
| EagleClaw Capital Managment, LLC | 440 | $357.2K | 0.07% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 442 | $358.8K | 0.93% | −466−51.3% | Reduced |
| Strategic Blueprint, LLC | 443 | $359.4K | 0.03% | −63−12.5% | Reduced |
| Private Advisory Group LLC | 444 | $360.4K | 0.06% | −238−34.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 444 | $360.6K | 0.10% | +24+5.7% | Added |
| Fort Point Capital Partners LLC | 445 | $361.3K | 0.06% | +19+4.5% | Added |
| Agate Pass Investment Management, LLC | 447 | $362.9K | 0.21% | +447 | New |
| Seed Wealth Management, Inc. | 454 | $363.3K | 0.37% | 00.0% | Unchanged |
| MBL Wealth, LLC | 448 | $363.7K | 0.05% | +5+1.1% | Added |
| Abner Herrman & Brock LLC | 449 | $364.0K | 0.05% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 449 | $364.0K | 0.07% | +3+0.7% | Added |
| Everhart Financial Group, Inc. | 450 | $365.3K | 0.13% | +14+3.2% | Added |
| Evermay Wealth Management LLC | 450 | $365.3K | 0.07% | +29+6.9% | Added |
| Hazlett, Burt & Watson, Inc. | 452 | $366.0K | 0.25% | −52−10.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 451 | $366.1K | 0.06% | −10−2.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 451 | $366.1K | 0.14% | +20+4.6% | Added |
| Icon Wealth Advisors, LLC | 452 | $367.0K | 0.04% | +452 | New |
| Boyd Watterson Asset Management LLC | 452 | $367.2K | 0.15% | −5−1.1% | Reduced |
| Moseley Investment Management Inc | 452 | $367.3K | 0.20% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 465 | $368.0K | 0.21% | +75+19.2% | Added |
| West Bancorporation Inc | 454 | $368.6K | 0.24% | −11−2.4% | Reduced |
| Fiera Capital Corp | 458 | $371.8K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 459 | $372.6K | 0.00% | −12−2.5% | Reduced |
| Citizens Financial Group Inc | 460 | $373.2K | 0.01% | +66+16.8% | Added |
| Redwood Investment Management, LLC | 460 | $374.0K | 0.03% | +460 | New |
| Ellis Investment Partners, LLC | 461 | $374.2K | 0.09% | +2+0.4% | Added |
| EverSource Wealth Advisors, LLC | 464 | $375.9K | 0.03% | +50+12.1% | Added |
| Bank of New Hampshire | 464 | $376.7K | 0.11% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 481 | $379.0K | 0.15% | 00.0% | Unchanged |
| Norden Group LLC | 468 | $379.8K | 0.07% | −20−4.1% | Reduced |