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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 3,511 | $2.85M | 0.26% | −35−1.0% | Reduced |
| Great Diamond Partners, LLC | 3,505 | $2.85M | 0.70% | +8+0.2% | Added |
| Equitable Holdings, Inc. | 3,496 | $2.84M | 0.04% | −445−11.3% | Reduced |
| Investment Management Corp of Ontario | 3,490 | $2.83M | 0.07% | +3,490 | New |
| Lowe Brockenbrough & Co Inc | 3,485 | $2.83M | 0.22% | +99+2.9% | Added |
| Axxcess Wealth Management, LLC | 3,484 | $2.83M | 0.08% | −129−3.6% | Reduced |
| Investment Advisory Services Inc | 3,470 | $2.82M | 1.11% | −69−1.9% | Reduced |
| Iowa State Bank | 3,463 | $2.81M | 0.67% | +5+0.1% | Added |
| Siemens Fonds Invest GmbH | 3,458 | $2.81M | 0.23% | −2,646−43.3% | Reduced |
| River Wealth Advisors LLC | 3,443 | $2.79M | 0.45% | +350+11.3% | Added |
| Ballentine Partners, LLC | 3,432 | $2.79M | 0.06% | +105+3.2% | Added |
| Stamos Capital Partners, L.P. | 3,420 | $2.78M | 0.75% | −6,280−64.7% | Reduced |
| Morton Community Bank | 3,409 | $2.77M | 0.90% | +3,409 | New |
| IFG Advisory, LLC | 3,406 | $2.76M | 0.20% | +205+6.4% | Added |
| Harbour Investment Management LLC | 3,406 | $2.76M | 1.44% | −35−1.0% | Reduced |
| BKM Wealth Management, LLC | 3,397 | $2.76M | 1.18% | +3,397 | New |
| Virtu Financial LLC | 3,381 | $2.74M | 0.22% | −1,664−33.0% | Reduced |
| HBK Sorce Advisory LLC | 3,359 | $2.73M | 0.11% | −241−6.7% | Reduced |
| National Asset Management, Inc. | 3,334 | $2.71M | 0.07% | −763−18.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,330 | $2.70M | 1.96% | 00.0% | Unchanged |
| Addison Capital Co | 3,327 | $2.70M | 1.68% | −8−0.2% | Reduced |
| Columbia Trust Co 01012016 | 3,323 | $2.70M | 1.22% | +400+13.7% | Added |
| Andra AP-fonden | 3,300 | $2.68M | 0.14% | −2,300−41.1% | Reduced |
| Marino, Stram & Associates LLC | 3,285 | $2.67M | 0.69% | −57−1.7% | Reduced |
| CFO4Life Group, LLC | 3,284 | $2.67M | 0.51% | −58−1.7% | Reduced |
| Wetherby Asset Management Inc | 3,274 | $2.66M | 0.14% | +10.0% | Added |
| First National Advisers, LLC | 3,247 | $2.64M | 0.76% | +700+27.5% | Added |
| Lederer & Associates Investment Counsel | 3,243 | $2.63M | 1.95% | +12+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 3,237 | $2.63M | 0.14% | +123+3.9% | Added |
| Conscious Wealth Investments, LLC | 3,293 | $2.60M | 2.08% | +3,293 | New |
| Wedbush Securities Inc | 3,188 | $2.59M | 0.11% | −113−3.4% | Reduced |
| Gries Financial LLC | 3,181 | $2.58M | 0.57% | +15+0.5% | Added |
| Red Spruce Capital, LLC | 3,175 | $2.58M | 1.32% | −93−2.8% | Reduced |
| Amica Mutual Insurance Co | 3,167 | $2.57M | 0.28% | −7,341−69.9% | Reduced |
| Means Investment Co., Inc. | 3,155 | $2.56M | 0.37% | −223−6.6% | Reduced |
| Vestcor Inc | 3,140 | $2.55M | 0.09% | −34−1.1% | Reduced |
| Nomura Holdings Inc | 3,123 | $2.54M | 0.02% | +2,655+567.3% | Added |
| Edmond de Rothschild Holding S.A. | 3,122 | $2.53M | 0.05% | −2,159−40.9% | Reduced |
| Western Wealth Management, LLC | 3,121 | $2.53M | 0.18% | +50+1.6% | Added |
| Studio Investment Management LLC | 3,092 | $2.51M | 0.64% | −118−3.7% | Reduced |
| First Foundation Advisors | 3,087 | $2.51M | 0.11% | −830−21.2% | Reduced |
| Banco de Sabadell, S.A | 3,056 | $2.48M | 1.88% | +53+1.8% | Added |
| Tranquility Partners, LLC | 3,017 | $2.45M | 1.03% | −1,155−27.7% | Reduced |
| Country Club Bank | 2,998 | $2.44M | 0.18% | −182−5.7% | Reduced |
| Mutual Advisors, LLC | 2,984 | $2.42M | 0.08% | +20+0.7% | Added |
| Dana Investment Advisors, Inc. | 2,979 | $2.42M | 0.12% | −32−1.1% | Reduced |
| Blue Square Asset Management, LLC | 2,949 | $2.39M | 1.59% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 2,946 | $2.39M | 0.10% | +183+6.6% | Added |
| Chronos Wealth Management, LLC | 2,931 | $2.38M | 1.51% | −28−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 2,921 | $2.37M | 0.13% | −6−0.2% | Reduced |
| Fiduciary Group LLC | 2,878 | $2.34M | 0.27% | −120−4.0% | Reduced |
| Lincoln Capital LLC | 2,876 | $2.33M | 0.57% | −21−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 2,874 | $2.33M | 0.10% | −117−3.9% | Reduced |
| Harfst & Associates, Inc. | 2,874 | $2.33M | 0.62% | −52−1.8% | Reduced |
| Fulton Bank, N.A. | 2,860 | $2.32M | 0.10% | +82+3.0% | Added |
| Paralel Advisors LLC | 2,859 | $2.32M | 0.12% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,856 | $2.32M | 0.03% | +381+15.4% | Added |
| FDx Advisors, Inc. | 2,854 | $2.32M | 0.18% | +429+17.7% | Added |
| Busey Wealth Management | 2,850 | $2.31M | 0.09% | −219−7.1% | Reduced |
| YHB Investment Advisors, Inc. | 2,848 | $2.31M | 0.22% | +46+1.6% | Added |
| Providence First Trust Co | 2,847 | $2.31M | 1.14% | −115−3.9% | Reduced |
| Tyche Wealth Partners LLC | 2,836 | $2.30M | 0.55% | +2,836 | New |
| ARS Wealth Advisors Group, LLC | 2,824 | $2.29M | 0.34% | −751−21.0% | Reduced |
| Lindenwold Advisors | 2,819 | $2.29M | 1.30% | −38−1.3% | Reduced |
| Global Retirement Partners, LLC | 2,889 | $2.29M | 0.10% | −761−20.8% | Reduced |
| CenterBook Partners LP | 2,815 | $2.29M | 0.28% | −485−14.7% | Reduced |
| Financial Counselors Inc | 2,799 | $2.27M | 0.04% | +23+0.8% | Added |
| Lynx Capital Group Ltd | 2,797 | $2.27M | 1.69% | +2,797 | New |
| Midland Wealth Advisors LLC | 2,793 | $2.27M | 0.16% | +2,793 | New |
| First Horizon Advisors, Inc. | 2,777 | $2.25M | 0.07% | +34+1.2% | Added |
| Summit Financial, LLC | 2,763 | $2.24M | 0.15% | −10.0% | Reduced |
| Farther Finance Advisors, LLC | 2,755 | $2.24M | 0.16% | +1,553+129.2% | Added |
| Covenant Asset Management, LLC | 2,754 | $2.24M | 0.62% | −4−0.1% | Reduced |
| Gateway Investment Advisers LLC | 2,748 | $2.23M | 0.03% | −41−1.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,746 | $2.23M | 1.01% | +445+19.3% | Added |
| Farrow Financial Inc. | 2,745 | $2.23M | 1.68% | +2,745 | New |
| Richard P Slaughter Associates Inc | 2,738 | $2.22M | 0.55% | −28−1.0% | Reduced |
| Smith, Salley & Associates | 2,737 | $2.22M | 0.14% | +1,649+151.6% | Added |
| Rogco, LP | 2,737 | $2.22M | 0.97% | +468+20.6% | Added |
| Castellan Group, LLC | 2,723 | $2.21M | 1.37% | −215−7.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,687 | $2.18M | 0.58% | −100−3.6% | Reduced |
| Premier Path Wealth Partners, LLC | 2,655 | $2.17M | 0.48% | +2,655 | New |
| PFW Advisors LLC | 2,665 | $2.16M | 0.69% | −70−2.6% | Reduced |
| Cape Ann Savings Bank | 2,780 | $2.15M | 1.42% | −43−1.5% | Reduced |
| Garrett Investment Advisors LLC | 2,615 | $2.12M | 0.29% | −542−17.2% | Reduced |
| Harmony Asset Management LLC | 2,594 | $2.11M | 0.89% | +2,594 | New |
| Chilton Investment Co LLC | 2,591 | $2.10M | 0.06% | −56−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 2,625 | $2.10M | 0.42% | +25+1.0% | Added |
| Ostrum Asset Management | 2,568 | $2.08M | 0.18% | +267+11.6% | Added |
| Turim 21 Investimentos Ltda. | 2,551 | $2.07M | 0.66% | −5,954−70.0% | Reduced |
| Johnson Investment Counsel Inc | 2,548 | $2.07M | 0.02% | −81−3.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,541 | $2.06M | 0.82% | +149+6.2% | Added |
| Guardian Capital Advisors LP | 2,585 | $2.06M | 0.21% | −13−0.5% | Reduced |
| Sawgrass Asset Management LLC | 2,538 | $2.06M | 0.23% | +6+0.2% | Added |
| Hudson Canyon Capital Management | 2,536 | $2.06M | 1.50% | −56−2.2% | Reduced |
| Fundamentun, LLC | 2,531 | $2.06M | 0.24% | +273+12.1% | Added |
| Skylands Capital, LLC | 2,525 | $2.05M | 0.30% | −600−19.2% | Reduced |
| Spire Wealth Management | 2,543 | $2.05M | 0.07% | −54−2.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,516 | $2.04M | 1.75% | +175+7.5% | Added |
| Allworth Financial LP | 2,515 | $2.04M | 0.02% | +271+12.1% | Added |