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 |
|---|---|---|---|---|---|
| Holistic Financial Partners | 607 | $492.8K | 0.30% | +38+6.7% | Added |
| Johnson Financial Group, Inc. | 611 | $496.0K | 0.03% | −69−10.1% | Reduced |
| Hollencrest Capital Management | 611 | $496.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 611 | $496.2K | 0.07% | −76−11.1% | Reduced |
| Welch Group, LLC | 612 | $496.9K | 0.03% | −12−1.9% | Reduced |
| Renasant Bank | 614 | $498.4K | 0.40% | −107−14.8% | Reduced |
| Powers Advisory Group, LLC | 615 | $499.3K | 0.31% | +41+7.1% | Added |
| Strategy Asset Managers LLC | 616 | $500.2K | 0.12% | +6+1.0% | Added |
| Drive Wealth Management, LLC | 617 | $500.8K | 0.16% | +617 | New |
| Kuhn & Co Investment Counsel | 617 | $500.9K | 0.51% | +617 | New |
| Chicago Partners Investment Group LLC | 638 | $501.5K | 0.02% | +67+11.7% | Added |
| Peak Asset Management, LLC | 621 | $504.1K | 0.11% | −2−0.3% | Reduced |
| Full Sail Capital, LLC | 621 | $504.1K | 0.04% | +260+72.0% | Added |
| Meridian Wealth Management, LLC | 628 | $509.7K | 0.03% | +1+0.2% | Added |
| Resonant Capital Advisors, LLC | 628 | $509.8K | 0.05% | +16+2.6% | Added |
| Berkshire Asset Management LLC | 629 | $510.6K | 0.03% | +2+0.3% | Added |
| Sterling Investment Counsel, LLC | 630 | $511.4K | 0.26% | +58+10.1% | Added |
| Goelzer Investment Management, Inc. | 632 | $513.1K | 0.03% | +219+53.0% | Added |
| Prosperity Consulting Group, LLC | 636 | $516.3K | 0.17% | +308+93.9% | Added |
| W Advisors, LLC | 637 | $517.1K | 0.38% | +95+17.5% | Added |
| Cidel Asset Management Inc | 637 | $517.1K | 0.02% | +637 | New |
| Parkside Financial Bank & Trust | 637 | $517.1K | 0.09% | +18+2.9% | Added |
| Wharton Business Group, LLC | 638 | $518.0K | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 638 | $518.0K | 0.26% | +638 | New |
| Arkadios Wealth Advisors | 640 | $519.5K | 0.04% | −172−21.2% | Reduced |
| Legacy Advisory Services, LLC | 641 | $520.0K | 0.55% | +641 | New |
| Foster Dykema Cabot & Partners, LLC | 643 | $522.0K | 0.06% | +643 | New |
| W.H. Cornerstone Investments Inc. | 644 | $523.0K | 0.41% | +103+19.0% | Added |
| Penserra Capital Management LLC | 649 | $526.0K | 0.01% | −137−17.4% | Reduced |
| Uncommon Cents Investing LLC | 650 | $527.7K | 0.17% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 649 | $529.0K | 0.03% | −165−20.3% | Reduced |
| Aberdeen Wealth Management LLC | 656 | $532.6K | 0.39% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 657 | $533.4K | 0.52% | +55+9.1% | Added |
| Jacobi Capital Management LLC | 658 | $533.9K | 0.05% | +7+1.1% | Added |
| Cooper Financial Group | 659 | $535.0K | 0.10% | +127+23.9% | Added |
| Blueprint Investment Partners LLC | 659 | $535.8K | 0.15% | +659 | New |
| Kozak & Associates, Inc. | 681 | $538.9K | 0.17% | −3−0.4% | Reduced |
| Lane & Associates LLC | 666 | $540.4K | 0.39% | −53−7.4% | Reduced |
| Kolinsky Wealth Management, LLC | 666 | $540.7K | 0.48% | −7−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 668 | $542.3K | 0.14% | +15+2.3% | Added |
| Waterway Wealth Management, LLC | 669 | $542.7K | 0.23% | +669 | New |
| Legacy Financial Advisors, Inc. | 670 | $543.6K | 0.10% | +91+15.7% | Added |
| Capital Advisors, Ltd. LLC | 671 | $544.0K | 0.08% | −7−1.0% | Reduced |
| Sachetta, LLC | 673 | $546.6K | 0.26% | +673 | New |
| Sunbelt Securities, Inc. | 674 | $547.0K | 0.07% | +2+0.3% | Added |
| Parisi Gray Wealth Management | 674 | $547.3K | 0.22% | +5+0.7% | Added |
| American National Bank | 675 | $548.0K | 0.09% | −209−23.6% | Reduced |
| Capital Asset Advisory Services LLC | 677 | $549.3K | 0.03% | −108−13.8% | Reduced |
| TFG Advisers LLC | 677 | $549.8K | 0.23% | −3−0.4% | Reduced |
| Americana Partners, LLC | 1,032 | $550.5K | 0.05% | +410+65.9% | Added |
| Kingswood Wealth Advisors, LLC | 679 | $550.8K | 0.06% | +186+37.7% | Added |
| Kowal Investment Group, LLC | 679 | $551.0K | 0.13% | +68+11.1% | Added |
| Dover Advisors, LLC | 679 | $551.2K | 0.72% | −320−32.0% | Reduced |
| Rede Wealth, LLC | 681 | $552.8K | 0.26% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 683 | $554.5K | 0.07% | −141−17.1% | Reduced |
| DCM Advisors, LLC | 684 | $555.3K | 0.20% | −21−3.0% | Reduced |
| Schear Investment Advisers, LLC | 690 | $560.1K | 0.54% | +3+0.4% | Added |
| Buckley Wealth Management, LLC | 691 | $561.0K | 0.19% | −41−5.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 691 | $561.1K | 0.03% | +16+2.4% | Added |
| Coastal Investment Advisors, Inc. | 692 | $561.7K | 0.13% | +336+94.4% | Added |
| Essex Financial Services, Inc. | 693 | $563.1K | 0.06% | +10+1.5% | Added |
| Simmons Bank | 695 | $564.2K | 0.05% | −15−2.1% | Reduced |
| Darden Wealth Group Inc | 698 | $567.0K | 0.55% | +698 | New |
| Probity Advisors, Inc. | 699 | $567.4K | 0.12% | −38−5.2% | Reduced |
| Powell Investment Advisors, LLC | 704 | $571.6K | 0.32% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 707 | $573.0K | 0.05% | +707 | New |
| Bennett Associates Wealth Management | 706 | $573.1K | 0.56% | +706 | New |
| ERn Financial, LLC | 721 | $573.5K | 0.11% | −175−19.5% | Reduced |
| Abn Amro Investment Solutions | 707 | $573.9K | 0.01% | −49−6.5% | Reduced |
| Everpar Advisors LLC | 707 | $573.9K | 0.27% | +707 | New |
| Claro Advisors LLC | 708 | $575.1K | 0.12% | −189−21.1% | Reduced |
| Zhang Financial LLC | 712 | $578.0K | 0.05% | 00.0% | Unchanged |
| LMCG Investments, LLC | 717 | $582.1K | 0.04% | −68−8.7% | Reduced |
| Wealthcare Advisory Partners LLC | 719 | $583.5K | 0.02% | −39−5.1% | Reduced |
| Phillips Wealth Planners LLC | 739 | $587.7K | 0.71% | −212−22.3% | Reduced |
| New Hampshire Trust | 725 | $588.6K | 0.14% | 00.0% | Unchanged |
| Glassman Wealth Services | 726 | $589.4K | 0.08% | −24−3.2% | Reduced |
| Verition Fund Management LLC | 728 | $591.0K | 0.01% | −2,035−73.7% | Reduced |
| Legacy Advisors, LLC | 733 | $595.0K | 0.08% | −33−4.3% | Reduced |
| E&G Advisors, LP | 734 | $595.9K | 0.21% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 745 | $597.3K | 0.70% | +745 | New |
| West Michigan Advisors, LLC | 743 | $603.2K | 0.23% | −83−10.0% | Reduced |
| Edgestream Partners, L.P. | 744 | $604.0K | 0.04% | −4,110−84.7% | Reduced |
| Allen Investment Management LLC | 745 | $604.8K | 0.01% | +43+6.1% | Added |
| Concord Wealth Partners | 745 | $605.1K | 0.12% | −243−24.6% | Reduced |
| Dodge & Cox | 750 | $608.9K | 0.00% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 750 | $608.9K | 0.56% | 00.0% | Unchanged |
| Emfo, LLC | 750 | $608.9K | 0.57% | +750 | New |
| Intrua Financial, LLC | 756 | $613.3K | 0.10% | +32+4.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 756 | $613.7K | 0.15% | −20−2.6% | Reduced |
| Amplius Wealth Advisors, LLC | 757 | $614.5K | 0.07% | −4−0.5% | Reduced |
| Atomi Financial Group, Inc. | 758 | $615.1K | 0.09% | +129+20.5% | Added |
| SeaCrest Wealth Management, LLC | 786 | $615.3K | 0.08% | +2+0.3% | Added |
| Nicolet Bankshares Inc | 761 | $617.8K | 0.17% | +44+6.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 764 | $620.4K | 0.12% | +60+8.5% | Added |
| Smithbridge Asset Management Inc | 770 | $625.0K | 0.14% | 00.0% | Unchanged |
| Legacy Trust | 772 | $626.7K | 0.16% | −16−2.0% | Reduced |
| O'Rourke & Company, Inc | 772 | $627.0K | 0.40% | −321−29.4% | Reduced |
| Sigma Planning Corp | 773 | $627.6K | 0.05% | −917−54.3% | Reduced |
| Paragon Private Wealth Management, LLC | 775 | $629.1K | 0.44% | +25+3.3% | Added |