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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 469 | $380.7K | 0.14% | −16−3.3% | Reduced |
| MCF Advisors LLC | 472 | $383.2K | 0.03% | −77−14.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 472 | $383.2K | 0.10% | +4+0.9% | Added |
| Jackson Hole Capital Partners, LLC | 473 | $384.0K | 0.10% | 00.0% | Unchanged |
| BancorpSouth Bank | 473 | $384.0K | 0.03% | +20+4.4% | Added |
| Financial Advisory Corp | 474 | $385.0K | 0.17% | +43+10.0% | Added |
| Hancock Whitney Corp | 475 | $385.6K | 0.01% | −26−5.2% | Reduced |
| L2 Asset Management, LLC | 475 | $385.6K | 0.16% | −1,552−76.6% | Reduced |
| Boothbay Fund Management, LLC | 475 | $385.6K | 0.01% | +475 | New |
| Caitlin John, LLC | 477 | $387.1K | 0.32% | +477 | New |
| Sara-Bay Financial | 477 | $387.2K | 0.19% | +477 | New |
| Symphony Financial, Ltd. Co. | 491 | $388.2K | 0.08% | −80−14.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 479 | $388.9K | 0.00% | −4,537−90.5% | Reduced |
| PFG Investments, LLC | 482 | $391.1K | 0.07% | +90+23.0% | Added |
| Fulton Breakefield Broenniman LLC | 483 | $392.1K | 0.03% | −4−0.8% | Reduced |
| Weiss Asset Management LP | 484 | $392.9K | 0.03% | +484 | New |
| Portman Square Capital LLP | 484 | $392.9K | 0.07% | +484 | New |
| Syntax Research, Inc. | 484 | $393.3K | 0.33% | +12+2.5% | Added |
| Integrity Financial Corp | 488 | $396.2K | 0.29% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 488 | $396.2K | 0.02% | +9+1.9% | Added |
| Winthrop Capital Management, LLC | 489 | $397.0K | 0.13% | +489 | New |
| Arbor Trust Wealth Advisors, LLC | 490 | $397.8K | 0.24% | +15+3.2% | Added |
| Carr Financial Group Corp | 497 | $403.5K | 0.15% | 00.0% | Unchanged |
| Exchange Bank | 498 | $404.3K | 0.35% | −25−4.8% | Reduced |
| Waterloo Capital, L.P. | 499 | $405.3K | 0.07% | +499 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 500 | $405.9K | 0.01% | −250−33.3% | Reduced |
| Harbour Investments, Inc. | 502 | $407.6K | 0.02% | +64+14.6% | Added |
| Traphagen Investment Advisors LLC | 502 | $407.6K | 0.05% | +69+15.9% | Added |
| Allstate Corp | 506 | $410.8K | 0.03% | −10−1.9% | Reduced |
| Northstar Advisory Group, LLC | 506 | $410.8K | 0.24% | +7+1.4% | Added |
| Gleason Group, Inc. | 507 | $411.5K | 0.09% | +3+0.6% | Added |
| BigSur Wealth Management LLC | 507 | $411.6K | 0.20% | +18+3.7% | Added |
| Duncker Streett & Co Inc | 507 | $411.6K | 0.09% | −31−5.8% | Reduced |
| Congress Wealth Management LLC | 508 | $412.6K | 0.01% | −2,082−80.4% | Reduced |
| Aspiriant, LLC | 510 | $414.0K | 0.02% | +39+8.3% | Added |
| Putnam Investments LLC | 511 | $414.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 511 | $415.0K | 0.04% | +1+0.2% | Added |
| Guyasuta Investment Advisors Inc | 512 | $415.5K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 512 | $415.7K | 0.32% | +512 | New |
| Camden Capital, LLC | 514 | $417.1K | 0.04% | +12+2.4% | Added |
| Peachtree Investment Partners, LLC | 515 | $418.0K | 0.17% | 00.0% | Unchanged |
| Union Savings Bank | 515 | $418.1K | 0.24% | +47+10.0% | Added |
| Enterprise Financial Services Corp | 518 | $420.5K | 0.26% | −5−1.0% | Reduced |
| Founders Financial Alliance, LLC | 519 | $421.3K | 0.16% | +25+5.1% | Added |
| 3Chopt Investment Partners, LLC | 520 | $422.1K | 0.16% | +520 | New |
| Warren Averett Asset Management, LLC | 525 | $426.2K | 0.02% | −42−7.4% | Reduced |
| Carmel Capital Partners, LLC | 526 | $427.0K | 0.22% | −43−7.6% | Reduced |
| Gray Wealth Management Inc. | 526 | $427.1K | 0.21% | −62−10.5% | Reduced |
| Good Life Advisors, LLC | 526 | $427.3K | 0.04% | −37−6.6% | Reduced |
| Strait & Sound Wealth Management LLC | 544 | $428.4K | 0.27% | 00.0% | Unchanged |
| Todd Asset Management LLC | 528 | $428.6K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 528 | $428.6K | 0.21% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 529 | $429.0K | 0.00% | +529 | New |
| Michael S. Ryan, Inc. | 529 | $429.4K | 0.36% | 00.0% | Unchanged |
| Curi Capital | 531 | $430.9K | 0.06% | −19−3.5% | Reduced |
| Brookstone Capital Management | 532 | $432.0K | 0.01% | −245−31.5% | Reduced |
| Regal Investment Advisors LLC | 535 | $434.3K | 0.03% | −14−2.6% | Reduced |
| Hall Capital Management Co Inc | 535 | $434.3K | 0.25% | −20−3.6% | Reduced |
| ERTS Wealth Advisors, LLC | 538 | $436.7K | 0.09% | +15+2.9% | Added |
| Miracle Mile Advisors, LLC | 539 | $437.9K | 0.01% | −465−46.3% | Reduced |
| ROI Financial Advisors, LLC | 539 | $438.0K | 0.36% | +539 | New |
| Sage Mountain Advisors LLC | 540 | $438.4K | 0.05% | −94−14.8% | Reduced |
| Key Financial Inc | 540 | $438.4K | 0.12% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 540 | $438.7K | 0.02% | +540 | New |
| Crestwood Advisors Group LLC | 541 | $439.4K | 0.01% | −15−2.7% | Reduced |
| Proficio Capital Partners LLC | 542 | $439.8K | 0.05% | +123+29.4% | Added |
| Laidlaw Wealth Management LLC | 542 | $440.4K | 0.16% | −51−8.6% | Reduced |
| Perpetual Ltd | 545 | $442.4K | 0.00% | −17,785−97.0% | Reduced |
| Geller Advisors LLC | 545 | $442.4K | 0.04% | −83−13.2% | Reduced |
| Weik Capital Management | 545 | $442.4K | 0.20% | −3−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 551 | $447.1K | 0.06% | +53+10.6% | Added |
| CenterStar Asset Management, LLC | 551 | $447.4K | 0.46% | +551 | New |
| Jump Financial, LLC | 559 | $453.8K | 0.01% | −1,249−69.1% | Reduced |
| Pacific Capital Partners Ltd | 560 | $454.6K | 0.34% | −109−16.3% | Reduced |
| Geneos Wealth Management Inc. | 564 | $458.2K | 0.02% | −152−21.2% | Reduced |
| Tilt Investment Management Holdings, PBC | 567 | $460.3K | 0.50% | −212−27.2% | Reduced |
| Gratus Capital LLC | 567 | $460.3K | 0.03% | +244+75.5% | Added |
| Kovack Advisors, Inc. | 569 | $462.1K | 0.05% | +61+12.0% | Added |
| Sierra Summit Advisors LLC | 570 | $462.7K | 0.13% | +570 | New |
| Beacon Investment Advisory Services, Inc. | 571 | $463.5K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 579 | $470.0K | 0.05% | +61+11.8% | Added |
| Chemung Canal Trust Co | 579 | $470.0K | 0.10% | +84+17.0% | Added |
| Wellington Shields Capital Management, LLC | 582 | $472.5K | 0.06% | −1−0.2% | Reduced |
| Sather Financial Group Inc | 582 | $472.5K | 0.03% | +80+15.9% | Added |
| WBH Advisory Inc | 583 | $473.4K | 0.05% | +1+0.2% | Added |
| Wesbanco Bank Inc | 584 | $474.1K | 0.03% | −11,031−95.0% | Reduced |
| Angeles Wealth Management, LLC | 586 | $475.7K | 0.06% | −40−6.4% | Reduced |
| Keel Point, LLC | 587 | $476.9K | 0.06% | +76+14.9% | Added |
| Brevan Howard Capital Management LP | 588 | $477.3K | 0.05% | +157+36.4% | Added |
| US Asset Management LLC | 589 | $478.0K | 0.47% | +589 | New |
| Mill Creek Capital Advisors, LLC | 589 | $478.1K | 0.01% | −14−2.3% | Reduced |
| Angeles Investment Advisors, LLC | 590 | $479.0K | 0.03% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 595 | $483.4K | 0.14% | +170+40.0% | Added |
| Ronald Blue Trust, Inc. | 753 | $487.0K | 0.01% | −1,134−60.1% | Reduced |
| BKD Wealth Advisors, LLC | 600 | $487.2K | 0.01% | −11−1.8% | Reduced |
| Options Solutions, LLC | 601 | $487.5K | 0.52% | −119−16.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 601 | $487.9K | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 603 | $489.4K | 0.13% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 604 | $490.3K | 0.03% | +52+9.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 606 | $492.0K | 0.03% | −45−6.9% | Reduced |