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; 2,339 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 | 2,339 | $115.7B |
| Q1 2026 | 2,343 | $113.2B |
| Q4 2025 | 2,423 | $126.5B |
| Q3 2025 | 2,280 | $135.1B |
| Q2 2025 | 2,224 | $124.5B |
| Q1 2025 | 2,200 | $111.2B |
| Q4 2024 | 2,079 | $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 |
|---|---|---|---|---|---|
| Wolf Group Capital Advisors | 911 | $629.6K | 0.30% | +19+2.1% | Added |
| Centurion Wealth Management LLC | 776 | $629.8K | 0.27% | −27−3.4% | Reduced |
| Oak Thistle LLC | 779 | $632.4K | 0.18% | −162−17.2% | Reduced |
| Oakworth Capital, Inc. | 779 | $632.4K | 0.05% | −16−2.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 779 | $632.4K | 0.45% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 786 | $638.1K | 0.45% | +786 | New |
| Wealth Management Partners, LLC | 790 | $641.7K | 0.36% | −104−11.6% | Reduced |
| International Assets Investment Management, LLC | 791 | $642.0K | 0.08% | −36−4.4% | Reduced |
| Atlas Brown,Inc. | 791 | $642.5K | 0.27% | +1+0.1% | Added |
| Los Angeles Capital Management LLC | 793 | $643.8K | 0.00% | −3,686−82.3% | Reduced |
| Avidian Wealth Solutions, LLC | 793 | $643.9K | 0.04% | +3+0.4% | Added |
| JNBA Financial Advisors | 797 | $647.0K | 0.07% | −25−3.0% | Reduced |
| MTM Investment Management, LLC | 799 | $648.6K | 0.30% | −18−2.2% | Reduced |
| Parkside Investments, LLC | 800 | $649.4K | 0.11% | −200−20.0% | Reduced |
| Cullinan Associates Inc | 800 | $649.4K | 0.04% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 800 | $651.5K | 0.39% | −48−5.7% | Reduced |
| Sentry Investment Management LLC | 807 | $655.0K | 0.28% | −8−1.0% | Reduced |
| First Interstate Bank | 807 | $655.1K | 0.05% | −46−5.4% | Reduced |
| Fortitude Family Office, LLC | 808 | $655.9K | 0.49% | +808 | New |
| Formidable Asset Management, LLC | 812 | $659.2K | 0.14% | 00.0% | Unchanged |
| Boltwood Capital Management | 815 | $661.6K | 0.22% | +89+12.3% | Added |
| KLR Investment Advisors, LLC | 816 | $662.4K | 0.48% | +40+5.2% | Added |
| Financial Advisory Service, Inc. | 821 | $666.6K | 0.06% | −22−2.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 823 | $668.1K | 0.04% | −1,435−63.6% | Reduced |
| Rockline Wealth Management, LLC | 823 | $668.1K | 0.28% | +823 | New |
| Northwest Bank & Trust Co | 829 | $672.9K | 0.61% | +829 | New |
| First Business Financial Services, Inc. | 830 | $673.8K | 0.08% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 831 | $674.6K | 0.04% | −26−3.0% | Reduced |
| Roberts Glore & Co Inc | 834 | $677.0K | 0.21% | −2−0.2% | Reduced |
| Aureus Asset Management, LLC | 834 | $677.0K | 0.05% | +27+3.3% | Added |
| Northern Financial Advisors Inc | 834 | $677.0K | 0.57% | +276+49.5% | Added |
| Two Sigma Securities, LLC | 839 | $681.1K | 0.03% | −1,038−55.3% | Reduced |
| Hoxton Planning & Management, LLC | 840 | $682.0K | 0.36% | −30−3.4% | Reduced |
| Transatlantique Private Wealth LLC | 842 | $683.5K | 0.32% | −17−2.0% | Reduced |
| Centaurus Financial, Inc. | 844 | $685.0K | 0.05% | +641+315.8% | Added |
| Skopos Labs, Inc. | 845 | $686.0K | 0.33% | +845 | New |
| RSM US Wealth Management LLC | 847 | $687.9K | 0.02% | +155+22.4% | Added |
| Crumly & Associates Inc. | 848 | $688.3K | 0.20% | +104+14.0% | Added |
| PAX Financial Group, LLC | 869 | $689.3K | 0.14% | −70−7.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 852 | $691.8K | 0.03% | −43−4.8% | Reduced |
| Guardian Wealth Advisors, LLC | 854 | $693.3K | 0.11% | −42−4.7% | Reduced |
| Lazard Asset Management LLC | 857 | $695.0K | 0.00% | −2,689−75.8% | Reduced |
| Stablepoint Partners, LLC | 859 | $697.3K | 0.18% | +859 | New |
| VeraBank, N.A. | 860 | $698.1K | 0.24% | +7+0.8% | Added |
| Burns J W & Co Inc | 860 | $698.2K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 860 | $698.6K | 0.12% | +12+1.4% | Added |
| Alterity Financial Group, LLC | 861 | $699.2K | 1.00% | −50−5.5% | Reduced |
| Grimes & Company, Inc. | 863 | $700.5K | 0.02% | +5+0.6% | Added |
| Woodward Diversified Capital, LLC | 869 | $705.5K | 0.44% | −53−5.7% | Reduced |
| Smartleaf Asset Management LLC | 874 | $707.6K | 0.19% | +874 | New |
| Proequities, Inc. | 875 | $710.4K | 0.05% | +34+4.0% | Added |
| Smith, Moore & Co. | 876 | $710.9K | 0.08% | +100+12.9% | Added |
| BBR Partners, LLC | 880 | $714.4K | 0.07% | −35−3.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 880 | $714.4K | 0.06% | +10+1.1% | Added |
| Buckingham Strategic Wealth, LLC | 880 | $714.5K | 0.01% | −76−7.9% | Reduced |
| ABLE Financial Group, LLC | 882 | $716.4K | 0.31% | −348−28.3% | Reduced |
| Intrust Bank NA | 886 | $719.3K | 0.08% | −144−14.0% | Reduced |
| AMG National Trust Bank | 886 | $719.3K | 0.02% | +255+40.4% | Added |
| Prestige Wealth Management Group LLC | 889 | $721.7K | 0.16% | +64+7.8% | Added |
| Teamwork Financial Advisors, LLC | 891 | $723.4K | 0.12% | −61−6.4% | Reduced |
| Sageworth Trust Co of South Dakota | 900 | $730.6K | 1.38% | 00.0% | Unchanged |
| Payden & Rygel | 900 | $731.0K | 0.05% | −18,920−95.5% | Reduced |
| Lebenthal Global Advisors, LLC | 904 | $733.9K | 0.17% | +160+21.5% | Added |
| Jarislowsky, Fraser Ltd | 905 | $734.7K | 0.00% | +905 | New |
| Foundations Investment Advisors, LLC | 938 | $736.6K | 0.02% | +43+4.8% | Added |
| Legacy Wealth Asset Management, LLC | 908 | $737.1K | 0.24% | −11−1.2% | Reduced |
| Lakeview Capital Partners, LLC | 910 | $738.4K | 0.13% | +12+1.3% | Added |
| J.W. Cole Advisors, Inc. | 912 | $740.5K | 0.04% | +352+62.9% | Added |
| Pine Haven Investment Counsel, Inc | 915 | $742.8K | 0.69% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 917 | $745.0K | 0.04% | +43+4.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 918 | $745.3K | 0.02% | +43+4.9% | Added |
| Douglass Winthrop Advisors, LLC | 920 | $746.9K | 0.02% | −75−7.5% | Reduced |
| Raleigh Capital Management Inc. | 921 | $747.3K | 0.35% | −25−2.6% | Reduced |
| Tower Bridge Advisors | 922 | $748.5K | 0.06% | −120−11.5% | Reduced |
| Shelton Capital Management | 927 | $752.5K | 0.02% | −81−8.0% | Reduced |
| Morningstar Investment Management LLC | 928 | $753.0K | 0.09% | −129−12.2% | Reduced |
| Bank of Nova Scotia Trust Co | 928 | $753.4K | 0.08% | 00.0% | Unchanged |
| Canopy Partners, LLC | 928 | $753.4K | 0.46% | +928 | New |
| Continuum Advisory, LLC | 931 | $755.9K | 0.11% | +39+4.4% | Added |
| Pinnacle Bancorp, Inc. | 934 | $758.2K | 0.25% | −15−1.6% | Reduced |
| Wimmer Associates 1, LLC | 934 | $758.2K | 0.43% | −4−0.4% | Reduced |
| Loudon Investment Management, LLC | 936 | $759.8K | 0.47% | 00.0% | Unchanged |
| Matisse Capital | 937 | $760.7K | 0.41% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 939 | $762.3K | 0.22% | −227−19.5% | Reduced |
| Heritage Wealth Advisors | 941 | $764.1K | 0.04% | +128+15.7% | Added |
| Malaga Cove Capital, LLC | 942 | $764.7K | 0.32% | −3−0.3% | Reduced |
| Patron Partners Advisors, LLC | 943 | $765.5K | 0.51% | −10−1.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 943 | $766.0K | 0.11% | −563−37.4% | Reduced |
| Motco | 948 | $769.6K | 0.05% | 00.0% | Unchanged |
| Columbus Macro, LLC | 952 | $769.6K | 0.30% | 00.0% | Unchanged |
| Davis R M Inc | 949 | $770.4K | 0.02% | −125−11.6% | Reduced |
| Csenge Advisory Group | 952 | $772.7K | 0.05% | −266−21.8% | Reduced |
| Field & Main Bank | 956 | $776.0K | 0.33% | +75+8.5% | Added |
| First Commonwealth Financial Corp | 959 | $778.5K | 0.24% | +92+10.6% | Added |
| Correct Capital Wealth Management | 962 | $780.6K | 0.20% | +962 | New |
| LWM Advisory Services, LLC | 962 | $781.0K | 0.69% | +34+3.7% | Added |
| River & Mercantile Asset Management LLP | 963 | $782.4K | 0.15% | −9−0.9% | Reduced |
| Berkeley, Inc | 966 | $784.0K | 0.49% | −16−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 966 | $784.2K | 0.12% | −194−16.7% | Reduced |
| Accurate Wealth Management, LLC | 993 | $787.1K | 0.24% | −65−6.1% | Reduced |