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 |
|---|---|---|---|---|---|
| NBW Capital LLC | 286 | $238.4K | 0.05% | −57−16.6% | Reduced |
| Journey Strategic Wealth LLC | 286 | $238.5K | 0.01% | +286 | New |
| FDx Advisors, Inc. | 287 | $239.0K | 0.04% | −2,567−89.9% | Reduced |
| Bath Savings Trust Co | 287 | $239.3K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 287 | $239.3K | 0.05% | +7+2.5% | Added |
| North Star Asset Management Inc | 287 | $239.3K | 0.01% | +10+3.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 288 | $240.1K | 0.25% | 00.0% | Unchanged |
| West Coast Financial LLC | 288 | $240.1K | 0.03% | +288 | New |
| Visionary Wealth Advisors | 291 | $242.4K | 0.02% | −7−2.3% | Reduced |
| Freedom Day Solutions, LLC | 291 | $242.4K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 292 | $243.4K | 0.06% | +22+8.1% | Added |
| Wedge Capital Management L L P | 293 | $244.3K | 0.00% | +7+2.4% | Added |
| Gen-Wealth Partners Inc | 295 | $245.9K | 0.12% | +295 | New |
| Rosenberg Matthew Hamilton | 298 | $246.4K | 0.07% | −7−2.3% | Reduced |
| CFM Wealth Partners LLC | 296 | $246.8K | 0.05% | −11−3.6% | Reduced |
| Valley Brook Capital Group | 298 | $248.4K | 0.20% | +10+3.5% | Added |
| ShoreHaven Wealth Partners, LLC | 299 | $249.6K | 0.14% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 299 | $249.7K | 0.09% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 300 | $250.1K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 300 | $250.1K | 0.03% | +300 | New |
| Enterprise Financial Services Corp | 302 | $251.8K | 0.15% | −216−41.7% | Reduced |
| Klingenstein Fields & Co LP | 304 | $253.4K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 304 | $253.4K | 0.03% | +4+1.3% | Added |
| Copeland Capital Management, LLC | 305 | $254.3K | 0.00% | −16,921−98.2% | Reduced |
| FORA Capital, LLC | 306 | $255.1K | 0.02% | +306 | New |
| Vista Investment Partners LLC | 307 | $255.9K | 0.09% | −4−1.3% | Reduced |
| Values Added Financial LLC | 307 | $255.9K | 0.20% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 311 | $259.3K | 0.01% | 00.0% | Unchanged |
| FLC Capital Advisors | 311 | $259.3K | 0.07% | +45+16.9% | Added |
| AJ Advisors, LLC | 313 | $260.5K | 0.14% | +9+3.0% | Added |
| Baker Boyer National Bank | 313 | $260.9K | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 313 | $260.9K | 0.04% | +36+13.0% | Added |
| Onyx Bridge Wealth Group LLC | 342 | $261.0K | 0.05% | +7+2.1% | Added |
| Five Oceans Advisors | 315 | $262.6K | 0.14% | +3+1.0% | Added |
| Pin Oak Investment Advisors Inc | 315 | $263.0K | 0.25% | 00.0% | Unchanged |
| Peoples Bank | 316 | $263.4K | 0.15% | +36+12.9% | Added |
| Amplius Wealth Advisors, LLC | 317 | $264.3K | 0.03% | −440−58.1% | Reduced |
| Abacus Planning Group, Inc. | 317 | $264.4K | 0.05% | −17−5.1% | Reduced |
| Traynor Capital Management, Inc. | 318 | $264.8K | 0.03% | −27−7.8% | Reduced |
| Cornerstone Wealth Management, LLC | 319 | $265.8K | 0.02% | +2+0.6% | Added |
| Winning Points Advisors, LLC | 328 | $266.3K | 0.41% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 349 | $266.4K | 0.04% | −808−69.8% | Reduced |
| Magnus Financial Group LLC | 321 | $267.2K | 0.03% | +1+0.3% | Added |
| Rather & Kittrell, Inc. | 321 | $267.6K | 0.08% | +321 | New |
| Carret Asset Management, LLC | 322 | $268.5K | 0.03% | +25+8.4% | Added |
| Fort Sheridan Advisors LLC | 323 | $269.3K | 0.05% | +23+7.7% | Added |
| Cascade Financial Partners, LLC | 353 | $269.5K | 0.04% | +353 | New |
| Cahaba Wealth Management, Inc. | 324 | $270.2K | 0.02% | 00.0% | Unchanged |
| Private Capital Management, LLC | 325 | $270.7K | 0.03% | −10−3.0% | Reduced |
| Weaver Consulting Group | 325 | $271.0K | 0.10% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 326 | $271.8K | 0.00% | −78−19.3% | Reduced |
| South State Corp. | 326 | $271.8K | 0.02% | +16+5.2% | Added |
| Northeast Financial Consultants Inc | 326 | $271.8K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 326 | $272.0K | 0.02% | −3−0.9% | Reduced |
| Bruce G. Allen Investments, LLC | 327 | $272.6K | 0.22% | +7+2.2% | Added |
| Alliance Wealth Advisors, LLC | 329 | $274.3K | 0.17% | +9+2.8% | Added |
| Watts Gwilliam & Co., LLC | 342 | $274.6K | 0.08% | +342 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 332 | $276.2K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 334 | $278.5K | 0.03% | +4+1.2% | Added |
| Catalytic Wealth RIA, LLC | 336 | $280.1K | 0.06% | +336 | New |
| Chicago Capital, LLC | 337 | $281.0K | 0.01% | +77+29.6% | Added |
| Legacy Edge Advisors, LLC | 338 | $281.8K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 338 | $281.9K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 340 | $283.5K | 0.04% | −31−8.4% | Reduced |
| Berkeley, Inc | 341 | $284.2K | 0.17% | −625−64.7% | Reduced |
| Peoples Bank | 341 | $284.3K | 0.22% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 342 | $285.1K | 0.13% | +14+4.3% | Added |
| Washington Trust Bank | 342 | $285.1K | 0.03% | +43+14.4% | Added |
| TrueWealth Advisors, LLC | 344 | $286.4K | 0.11% | +344 | New |
| Element Wealth, LLC | 344 | $286.9K | 0.17% | −4−1.1% | Reduced |
| CRA Financial Services, LLC | 345 | $287.6K | 0.06% | −69−16.7% | Reduced |
| Hyperion Partners, LLC | 346 | $288.5K | 0.21% | −10−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 356 | $289.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 349 | $291.0K | 0.04% | −326−48.3% | Reduced |
| WMS Partners, LLC | 349 | $291.0K | 0.02% | +20+6.1% | Added |
| Fermata Advisors, LLC | 350 | $291.4K | 0.07% | +76+27.7% | Added |
| Braun-Bostich & Associates Inc. | 350 | $291.8K | 0.24% | −57−14.0% | Reduced |
| Villere St Denis J & Co LLC | 350 | $291.8K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 351 | $293.3K | 0.08% | +70+24.9% | Added |
| Root Financial Partners, LLC | 353 | $294.1K | 0.09% | +58+19.7% | Added |
| Weil Company, Inc. | 356 | $296.7K | 0.12% | +2+0.6% | Added |
| Trust Co | 358 | $298.5K | 0.04% | −4−1.1% | Reduced |
| Sageworth Trust Co | 358 | $298.5K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 358 | $298.5K | 0.05% | +70+24.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 358 | $298.5K | 0.10% | +358 | New |
| Versant Capital Management, Inc | 359 | $299.3K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 362 | $299.3K | 0.36% | −7−1.9% | Reduced |
| First National Bank | 360 | $300.1K | 0.23% | +3+0.8% | Added |
| Boit C F David | 400 | $300.6K | 0.16% | 00.0% | Unchanged |
| Patten Group, Inc. | 361 | $301.0K | 0.07% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 361 | $301.0K | 0.10% | +1+0.3% | Added |
| Thrive Wealth Management, LLC | 361 | $301.0K | 0.06% | +47+15.0% | Added |
| Summit Global Investments | 363 | $302.0K | 0.02% | +363 | New |
| Red Door Wealth Management, LLC | 363 | $302.6K | 0.06% | −1−0.3% | Reduced |
| Compass Ion Advisors, LLC | 364 | $303.8K | 0.04% | +2+0.6% | Added |
| Pacific Capital Partners Ltd | 365 | $304.3K | 0.20% | −195−34.8% | Reduced |
| Green Square Capital Advisors LLC | 365 | $304.3K | 0.04% | +365 | New |
| Balanced Rock Investment Advisor | 366 | $305.1K | 0.26% | −17−4.4% | Reduced |
| Legacy Capital Group California, Inc. | 367 | $306.0K | 0.11% | −3−0.8% | Reduced |
| Old Port Advisors | 368 | $306.8K | 0.09% | +23+6.7% | Added |