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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 970 | $787.4K | 0.10% | +115+13.5% | Added |
| Colonial Trust Advisors | 977 | $793.1K | 0.08% | −36−3.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 979 | $795.3K | 0.33% | +10+1.0% | Added |
| Chicago Trust Co NA | 980 | $795.6K | 0.18% | −250−20.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 980 | $795.6K | 0.14% | −120−10.9% | Reduced |
| Core Alternative Capital | 982 | $797.3K | 0.14% | −56−5.4% | Reduced |
| Fortis Capital Advisors, LLC | 1,000 | $811.9K | 0.45% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,007 | $817.2K | 0.59% | +18+1.8% | Added |
| Kingfisher Capital LLC | 1,009 | $819.0K | 0.21% | +1+0.1% | Added |
| Cypress Wealth Services, LLC | 1,012 | $821.4K | 0.20% | −33−3.2% | Reduced |
| Clarius Group, LLC | 1,012 | $821.5K | 0.07% | −131−11.5% | Reduced |
| Trust Co of the South | 1,012 | $821.5K | 0.22% | +1,012 | New |
| Moneta Group Investment Advisors LLC | 1,025 | $831.9K | 0.02% | +21+2.1% | Added |
| Carl P. Sherr & Co., LLC | 1,025 | $832.1K | 0.50% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,025 | $832.1K | 0.14% | +43+4.4% | Added |
| David Loasby | 1,067 | $835.4K | 0.09% | −37−3.4% | Reduced |
| Beaumont Financial Advisors, LLC | 1,029 | $835.4K | 0.08% | +3+0.3% | Added |
| Forza Wealth Management, LLC | 1,031 | $837.0K | 0.46% | 00.0% | Unchanged |
| Greenfield Savings Bank | 1,032 | $837.8K | 0.48% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,034 | $839.4K | 0.11% | −37−3.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,037 | $844.5K | 0.10% | −12−1.1% | Reduced |
| Anchor Investment Management, LLC | 1,041 | $845.1K | 0.10% | +430+70.4% | Added |
| Groesbeck Investment Management Corp | 1,046 | $849.0K | 1.17% | −75−6.7% | Reduced |
| L.M. Kohn & Company | 1,047 | $850.1K | 0.27% | +67+6.8% | Added |
| Emerald Advisors, LLC | 1,048 | $850.6K | 0.16% | +26+2.5% | Added |
| NBC Securities, Inc. | 1,052 | $854.0K | 0.09% | +124+13.4% | Added |
| Marcum Wealth, LLC | 1,055 | $856.4K | 0.09% | −44−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,055 | $856.4K | 0.01% | −64−5.7% | Reduced |
| Ledyard National Bank | 1,062 | $862.1K | 0.09% | −2−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 1,063 | $863.0K | 0.07% | +4+0.4% | Added |
| Guinness Atkinson Asset Management Inc | 1,064 | $863.8K | 0.44% | −31−2.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,064 | $864.1K | 0.06% | −45−4.1% | Reduced |
| Cobblestone Capital Advisors LLC | 1,072 | $870.3K | 0.06% | −11−1.0% | Reduced |
| IFP Advisors, Inc | 1,083 | $879.5K | 0.04% | −78−6.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,087 | $882.8K | 0.17% | +7+0.6% | Added |
| Virtue Capital Management, LLC | 1,128 | $883.9K | 0.18% | −399−26.1% | Reduced |
| Charter Trust Co | 1,091 | $885.7K | 0.07% | +92+9.2% | Added |
| United Bank | 1,096 | $889.7K | 0.49% | −21−1.9% | Reduced |
| Doliver Advisors, LP | 1,098 | $891.4K | 0.27% | −19−1.7% | Reduced |
| Money Concepts Capital Corp | 1,090 | $892.2K | 0.08% | −64−5.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,103 | $895.4K | 0.07% | −35−3.1% | Reduced |
| GAMMA Investing LLC | 1,157 | $895.9K | 0.24% | +1,157 | New |
| North Star Investment Management Corp. | 1,105 | $897.0K | 0.07% | −25−2.2% | Reduced |
| Woodmont Investment Counsel LLC | 1,106 | $897.9K | 0.08% | −29−2.6% | Reduced |
| Roundview Capital LLC | 1,119 | $908.4K | 0.08% | −22−1.9% | Reduced |
| Meridian Wealth Advisors, LLC | 1,120 | $909.2K | 0.20% | −69−5.8% | Reduced |
| Riverview Trust Co | 1,121 | $910.0K | 0.93% | −21−1.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,123 | $911.8K | 0.27% | −170−13.1% | Reduced |
| Trust Point Inc. | 1,125 | $913.3K | 0.08% | +1,125 | New |
| Jaffetilchin Investment Partners, LLC | 1,126 | $914.2K | 0.09% | +2+0.2% | Added |
| Precedent Wealth Partners, LLC | 1,132 | $919.2K | 0.47% | +1,132 | New |
| Stonebridge Capital Management Inc | 1,135 | $921.0K | 0.45% | 00.0% | Unchanged |
| First Manhattan Co | 1,134 | $921.4K | 0.00% | +6+0.5% | Added |
| King Wealth | 1,136 | $923.0K | 0.18% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,140 | $925.5K | 0.33% | +320+39.0% | Added |
| Asset Dedication, LLC | 1,149 | $931.0K | 0.08% | +319+38.4% | Added |
| 1st Source Bank | 1,151 | $934.4K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 1,153 | $935.9K | 0.11% | +35+3.1% | Added |
| Orion Capital Management LLC | 1,154 | $936.8K | 0.55% | +6+0.5% | Added |
| Thoroughbred Financial Services, LLC | 1,155 | $937.0K | 0.08% | −242−17.3% | Reduced |
| Barlow Wealth Partners, Inc. | 1,157 | $939.3K | 0.13% | +1,157 | New |
| Colonial Trust Co | 1,160 | $941.7K | 0.20% | +9+0.8% | Added |
| First Pacific Financial | 1,164 | $944.7K | 0.29% | +2+0.2% | Added |
| Kornitzer Capital Management Inc | 1,165 | $945.7K | 0.02% | +17+1.5% | Added |
| Brighton Jones LLC | 1,168 | $947.9K | 0.04% | −1−0.1% | Reduced |
| Eqis Capital Management, Inc. | 1,170 | $949.7K | 0.08% | −151−11.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,170 | $949.8K | 0.31% | −352−23.1% | Reduced |
| Live Oak Private Wealth LLC | 1,172 | $951.4K | 0.18% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,172 | $951.5K | 0.19% | +71+6.4% | Added |
| Destination Wealth Management | 1,181 | $958.7K | 0.03% | +30+2.6% | Added |
| Fiduciary Family Office, LLC | 1,182 | $959.5K | 0.42% | +1,182 | New |
| Plimoth Trust Co LLC | 1,188 | $964.4K | 0.28% | −71−5.6% | Reduced |
| MidWestOne Financial Group, Inc. | 1,191 | $966.0K | 0.18% | +243+25.6% | Added |
| Ameritas Advisory Services, LLC | 1,211 | $973.4K | 0.05% | +33+2.8% | Added |
| Auto-Owners Insurance Co | 1,200 | $974.2K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,204 | $977.4K | 0.25% | −7−0.6% | Reduced |
| Canton Hathaway, LLC | 1,216 | $987.0K | 0.30% | −80−6.2% | Reduced |
| Perigon Wealth Management, LLC | 1,218 | $988.8K | 0.03% | +5+0.4% | Added |
| Boston Trust Walden Corp | 1,223 | $992.8K | 0.01% | +37+3.1% | Added |
| Chesapeake Wealth Management | 1,228 | $996.9K | 0.38% | −96−7.3% | Reduced |
| Aries Wealth Management | 1,236 | $1.00M | 0.36% | +175+16.5% | Added |
| United Community Bank | 1,240 | $1.01M | 0.43% | +1,240 | New |
| Oak Hill Wealth Advisors, LLC | 1,252 | $1.02M | 0.35% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,254 | $1.02M | 0.02% | +1+0.1% | Added |
| Graypoint LLC | 1,260 | $1.02M | 0.08% | −242−16.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,262 | $1.02M | 0.10% | −502−28.5% | Reduced |
| Quadrant Capital Group LLC | 1,265 | $1.03M | 0.09% | −50−3.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,265 | $1.03M | 0.11% | +16+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,272 | $1.03M | 0.11% | +534+72.4% | Added |
| Inscription Capital, LLC | 1,274 | $1.03M | 0.28% | +15+1.2% | Added |
| Verdence Capital Advisors LLC | 1,278 | $1.04M | 0.10% | −86−6.3% | Reduced |
| Lake Street Financial LLC | 1,284 | $1.04M | 0.16% | −34−2.6% | Reduced |
| Pathway Financial Advisers, LLC | 1,296 | $1.05M | 0.40% | +28+2.2% | Added |
| Argent Advisors, Inc. | 1,297 | $1.05M | 0.46% | −8−0.6% | Reduced |
| AlphaCore Capital LLC | 1,303 | $1.06M | 0.15% | −61−4.5% | Reduced |
| Worm Capital, LLC | 1,304 | $1.06M | 1.04% | −190−12.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,304 | $1.06M | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,310 | $1.06M | 0.07% | −287−18.0% | Reduced |
| Lokken Investment Group LLC | 1,312 | $1.07M | 0.60% | +880+203.7% | Added |
| Independent Financial Group, LLC | 1,318 | $1.07M | 0.06% | +453+52.4% | Added |