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, Q1 2024
Institutional positions in BlackRock, Inc. as of Mar 31, 2024. 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
- 1,956
- +49 vs. Q4 2023
- Shares held
- 120.2M
- +384.4K (+0.3%) vs. Q4 2023
- Total value
- $99.7B
- +$2.54B (+2.6%) vs. Q4 2023
- New holders
- 160
- 771 more added
- Sold out
- 111
- 749 more reduced
27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 1,235 | $1.03M | 0.23% | +1,235 | New |
| Smith, Moore & Co. | 1,241 | $1.03M | 0.11% | +365+41.7% | Added |
| Precedent Wealth Partners, LLC | 1,244 | $1.04M | 0.45% | +112+9.9% | Added |
| Chesapeake Wealth Management | 1,247 | $1.04M | 0.38% | +19+1.5% | Added |
| Affinity Investment Advisors, LLC | 1,250 | $1.04M | 0.76% | +1,250 | New |
| Dakota Wealth Management | 1,252 | $1.04M | 0.03% | −366−22.6% | Reduced |
| Forum Financial Management, LP | 1,259 | $1.05M | 0.02% | +5+0.4% | Added |
| IFP Advisors, Inc | 1,277 | $1.06M | 0.05% | +194+17.9% | Added |
| Argent Advisors, Inc. | 1,277 | $1.06M | 0.42% | −20−1.5% | Reduced |
| Spreng Capital Management, Inc. | 1,279 | $1.07M | 0.57% | −50−3.8% | Reduced |
| Brown Shipley& Co Ltd | 1,297 | $1.08M | 0.34% | −615−32.2% | Reduced |
| American National Bank & Trust Co | 1,293 | $1.08M | 0.25% | +1,293 | New |
| Capital Investment Advisors, LLC | 1,298 | $1.08M | 0.03% | −115−8.1% | Reduced |
| Verdence Capital Advisors LLC | 1,302 | $1.09M | 0.10% | +24+1.9% | Added |
| Mather Group, LLC. | 1,338 | $1.09M | 0.02% | −7−0.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,304 | $1.09M | 0.07% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,306 | $1.09M | 0.10% | −61−4.5% | Reduced |
| HM Payson & Co | 1,309 | $1.09M | 0.02% | −87−6.2% | Reduced |
| Graypoint LLC | 1,313 | $1.09M | 0.08% | +53+4.2% | Added |
| West Branch Capital LLC | 1,313 | $1.09M | 0.44% | −26−1.9% | Reduced |
| Adirondack Trust Co | 1,318 | $1.10M | 0.46% | −130−9.0% | Reduced |
| Independent Financial Group, LLC | 1,322 | $1.10M | 0.05% | +4+0.3% | Added |
| MeadowBrook Investment Advisors LLC | 1,324 | $1.10M | 1.03% | −96−6.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,330 | $1.11M | 0.34% | −408−23.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,331 | $1.11M | 0.12% | +59+4.6% | Added |
| Covenant Partners, LLC | 1,332 | $1.11M | 0.32% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,344 | $1.12M | 0.17% | +174+14.9% | Added |
| Columbia Asset Management | 1,382 | $1.12M | 0.23% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 1,349 | $1.12M | 0.19% | −85−5.9% | Reduced |
| Headlands Technologies LLC | 1,349 | $1.12M | 0.27% | +1,349 | New |
| Financial Advocates Investment Management | 1,352 | $1.13M | 0.07% | +42+3.2% | Added |
| SYSTM Wealth Solutions LLC | 1,355 | $1.13M | 0.14% | −3,204−70.3% | Reduced |
| Citizens & Northern Corp | 1,357 | $1.13M | 0.38% | −64−4.5% | Reduced |
| Gilbert & Cook, Inc. | 1,357 | $1.13M | 0.15% | −9−0.7% | Reduced |
| Charter Trust Co | 1,362 | $1.14M | 0.08% | +271+24.8% | Added |
| Lokken Investment Group LLC | 1,363 | $1.14M | 0.57% | +51+3.9% | Added |
| Wellington Shields & Co., LLC | 1,364 | $1.14M | 0.38% | +20+1.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,367 | $1.14M | 0.03% | −22−1.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,368 | $1.14M | 0.29% | −47−3.3% | Reduced |
| Coastline Trust Co | 1,374 | $1.15M | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,374 | $1.15M | 0.04% | +206+17.6% | Added |
| Centaurus Financial, Inc. | 1,380 | $1.15M | 0.08% | +536+63.5% | Added |
| Capstone Investment Advisors, LLC | 1,384 | $1.15M | 0.02% | +1,199+648.1% | Added |
| Donald L. Hagan, LLC | 1,390 | $1.16M | 0.61% | −33−2.3% | Reduced |
| Brasada Capital Management, LP | 1,394 | $1.16M | 0.21% | −131−8.6% | Reduced |
| Wynn Capital, LLC | 1,407 | $1.17M | 0.91% | −25−1.7% | Reduced |
| GAMMA Investing LLC | 1,407 | $1.17M | 0.24% | +250+21.6% | Added |
| Centiva Capital, LP | 1,408 | $1.17M | 0.07% | +1,408 | New |
| Moneta Group Investment Advisors LLC | 1,409 | $1.17M | 0.02% | +384+37.5% | Added |
| AlphaCore Capital LLC | 1,412 | $1.18M | 0.31% | +109+8.4% | Added |
| Washington Trust Advisors, Inc. | 1,412 | $1.18M | 0.11% | −49−3.4% | Reduced |
| Waterfront Wealth Inc. | 1,553 | $1.18M | 0.33% | −125−7.4% | Reduced |
| TrinityPoint Wealth, LLC | 1,417 | $1.18M | 0.20% | +37+2.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,418 | $1.18M | 0.48% | −134−8.6% | Reduced |
| Lake Street Advisors Group, LLC | 1,418 | $1.18M | 0.06% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 1,420 | $1.18M | 0.16% | +1,420 | New |
| Investors Research Corp | 1,423 | $1.19M | 0.28% | −70−4.7% | Reduced |
| Fiduciary Family Office, LLC | 1,438 | $1.20M | 0.47% | +256+21.7% | Added |
| Okabena Investment Services Inc | 1,441 | $1.20M | 0.40% | −12−0.8% | Reduced |
| TCTC Holdings, LLC | 1,445 | $1.20M | 0.04% | −136−8.6% | Reduced |
| Western Wealth Management, LLC | 1,458 | $1.22M | 0.09% | −1,663−53.3% | Reduced |
| Valmark Advisers, Inc. | 1,458 | $1.22M | 0.02% | +8+0.6% | Added |
| Perigon Wealth Management, LLC | 1,458 | $1.22M | 0.04% | +240+19.7% | Added |
| Eschler Asset Management LLP | 1,459 | $1.22M | 0.79% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,459 | $1.22M | 0.29% | −71−4.6% | Reduced |
| Leisure Capital Management | 1,460 | $1.22M | 0.61% | −75−4.9% | Reduced |
| Bank Ozk | 1,466 | $1.22M | 0.55% | −138−8.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,471 | $1.23M | 0.58% | −23−1.5% | Reduced |
| HighPoint Advisor Group LLC | 1,552 | $1.23M | 0.09% | −7−0.4% | Reduced |
| Redmond Asset Management, LLC | 1,478 | $1.23M | 0.39% | −82−5.3% | Reduced |
| Chemistry Wealth Management LLC | 1,483 | $1.24M | 0.33% | −99−6.3% | Reduced |
| SRN Advisors, LLC | 1,485 | $1.24M | 0.97% | +1,485 | New |
| McDonald Partners LLC | 1,486 | $1.24M | 0.34% | −4−0.3% | Reduced |
| Hyman Charles D | 1,488 | $1.24M | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,492 | $1.24M | 0.05% | +134+9.9% | Added |
| Matrix Trust Co | 1,498 | $1.25M | 0.28% | −70−4.5% | Reduced |
| Resources Investment Advisors, LLC. | 1,499 | $1.25M | 0.02% | −18−1.2% | Reduced |
| Opus Investment Management Inc | 1,500 | $1.25M | 0.82% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,516 | $1.26M | 0.10% | −280−15.6% | Reduced |
| Lindbrook Capital, LLC | 1,526 | $1.27M | 0.12% | −5−0.3% | Reduced |
| Southern Capital Advisors, LLC | 1,538 | $1.28M | 0.78% | +17+1.1% | Added |
| Cim Investment Mangement Inc | 1,552 | $1.29M | 0.39% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,554 | $1.30M | 0.58% | +99+6.8% | Added |
| Syon Capital LLC | 1,556 | $1.30M | 0.12% | +45+3.0% | Added |
| Legacy Bridge, LLC | 1,556 | $1.30M | 0.76% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,567 | $1.31M | 0.08% | +4+0.3% | Added |
| Cigna Investments Inc | 1,568 | $1.31M | 0.25% | −18−1.1% | Reduced |
| Salvus Wealth Management, LLC | 1,571 | $1.31M | 0.89% | −1−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,577 | $1.32M | 0.23% | −64−3.9% | Reduced |
| Balentine LLC | 1,578 | $1.32M | 0.04% | +156+11.0% | Added |
| Laurel Wealth Advisors LLC | 1,582 | $1.32M | 0.23% | 00.0% | Unchanged |
| DMG Group, LLC | 1,588 | $1.32M | 1.14% | +95+6.4% | Added |
| Institutional & Family Asset Management, LLC | 1,591 | $1.33M | 0.21% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,598 | $1.33M | 0.13% | −65−3.9% | Reduced |
| Trust Co of Toledo NA | 1,606 | $1.34M | 0.21% | +128+8.7% | Added |
| Baader Bank INC | 1,610 | $1.34M | 0.11% | −64−3.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,612 | $1.34M | 0.02% | +61+3.9% | Added |
| Sigma Planning Corp | 1,613 | $1.35M | 0.04% | +840+108.7% | Added |
| IMS Capital Management | 1,618 | $1.35M | 0.63% | −115−6.6% | Reduced |
| Platte River Wealth Advisors, LLC | 1,620 | $1.35M | 0.38% | 00.0% | Unchanged |