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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 470 | $391.8K | 0.14% | +1+0.2% | Added |
| Main Street Financial Solutions, LLC | 470 | $391.9K | 0.04% | −81−14.7% | Reduced |
| CWA Asset Management Group, LLC | 470 | $392.0K | 0.02% | +134+39.9% | Added |
| Johnson Financial Group, Inc. | 471 | $392.7K | 0.02% | −140−22.9% | Reduced |
| Boothbay Fund Management, LLC | 472 | $393.5K | 0.01% | −3−0.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 474 | $395.2K | 0.10% | +2+0.4% | Added |
| Nwam LLC | 506 | $395.9K | 0.03% | −5,943−92.2% | Reduced |
| Union Savings Bank | 475 | $396.0K | 0.21% | −40−7.8% | Reduced |
| Allstate Corp | 478 | $398.5K | 0.03% | −28−5.5% | Reduced |
| O'Rourke & Company, Inc | 481 | $401.0K | 0.23% | −291−37.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 481 | $401.0K | 0.07% | +30+6.7% | Added |
| ERTS Wealth Advisors, LLC | 482 | $401.8K | 0.08% | −56−10.4% | Reduced |
| Edge Capital Group, LLC | 487 | $406.0K | 0.02% | −117−19.4% | Reduced |
| Freestone Capital Holdings, LLC | 487 | $406.0K | 0.02% | −1−0.2% | Reduced |
| Integrity Financial Corp | 488 | $406.8K | 0.28% | 00.0% | Unchanged |
| Exchange Bank | 489 | $407.7K | 0.34% | −9−1.8% | Reduced |
| Capital Asset Advisory Services LLC | 513 | $409.2K | 0.02% | −164−24.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 491 | $409.3K | 0.02% | −80−14.0% | Reduced |
| VisionPoint Advisory Group, LLC | 492 | $410.2K | 0.15% | +164+50.0% | Added |
| Neville Rodie & Shaw Inc | 493 | $411.0K | 0.03% | +93+23.3% | Added |
| Everhart Financial Group, Inc. | 493 | $411.0K | 0.12% | +43+9.6% | Added |
| Holistic Financial Partners | 494 | $411.8K | 0.21% | −113−18.6% | Reduced |
| Evoke Wealth, LLC | 494 | $412.1K | 0.01% | +494 | New |
| Caitlin John, LLC | 495 | $412.6K | 0.31% | +18+3.8% | Added |
| Symphony Financial, Ltd. Co. | 496 | $413.7K | 0.10% | +5+1.0% | Added |
| Aspiriant, LLC | 497 | $414.3K | 0.02% | −13−2.5% | Reduced |
| Congress Wealth Management LLC | 497 | $415.0K | 0.01% | −11−2.2% | Reduced |
| Summitry LLC | 498 | $415.2K | 0.02% | +71+16.6% | Added |
| AdvisorNet Financial, Inc | 498 | $415.5K | 0.04% | +123+32.8% | Added |
| Guyasuta Investment Advisors Inc | 512 | $415.5K | 0.03% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 498 | $416.0K | 0.02% | −131−20.8% | Reduced |
| Carr Financial Group Corp | 499 | $416.0K | 0.14% | +2+0.4% | Added |
| Loudon Investment Management, LLC | 500 | $416.9K | 0.24% | −436−46.6% | Reduced |
| Legacy Wealth Management, LLC | 500 | $416.9K | 0.19% | −28−5.3% | Reduced |
| Financial Advisory Corp | 505 | $421.0K | 0.17% | +31+6.5% | Added |
| Duncker Streett & Co Inc | 507 | $422.7K | 0.08% | 00.0% | Unchanged |
| Syntax Research, Inc. | 508 | $423.4K | 0.32% | +24+5.0% | Added |
| Thoroughbred Financial Services, LLC | 508 | $424.0K | 0.04% | −647−56.0% | Reduced |
| Gleason Group, Inc. | 510 | $425.2K | 0.09% | +3+0.6% | Added |
| Strait & Sound Wealth Management LLC | 541 | $425.2K | 0.24% | −3−0.6% | Reduced |
| Michael S. Ryan, Inc. | 511 | $426.0K | 0.34% | −18−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 512 | $426.7K | 0.01% | −241−32.0% | Reduced |
| Gryphon Financial Partners LLC | 513 | $427.8K | 0.07% | +77+17.7% | Added |
| Evernest Financial Advisors, LLC | 572 | $429.1K | 0.20% | −66−10.3% | Reduced |
| West Michigan Advisors, LLC | 515 | $429.4K | 0.14% | −228−30.7% | Reduced |
| L2 Asset Management, LLC | 515 | $429.4K | 0.14% | +40+8.4% | Added |
| BigSur Wealth Management LLC | 517 | $431.0K | 0.14% | +10+2.0% | Added |
| Riverwater Partners LLC | 519 | $432.7K | 0.32% | +94+22.1% | Added |
| Traphagen Investment Advisors LLC | 519 | $432.8K | 0.05% | +17+3.4% | Added |
| Tradition Wealth Management, LLC | 521 | $433.9K | 0.04% | +10+2.0% | Added |
| Good Life Advisors, LLC | 522 | $434.9K | 0.04% | −4−0.8% | Reduced |
| Ethos Financial Group, LLC | 521 | $435.0K | 0.08% | −1,253−70.6% | Reduced |
| Hall Capital Management Co Inc | 524 | $436.9K | 0.22% | −11−2.1% | Reduced |
| Gray Wealth Management Inc. | 527 | $439.1K | 0.20% | +1+0.2% | Added |
| Todd Asset Management LLC | 528 | $440.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of the South | 529 | $441.0K | 0.10% | −483−47.7% | Reduced |
| Worm Capital, LLC | 531 | $442.7K | 0.61% | −773−59.3% | Reduced |
| Citizens Financial Group Inc | 532 | $443.5K | 0.01% | +72+15.7% | Added |
| Legacy Advisors, LLC | 532 | $443.5K | 0.06% | −201−27.4% | Reduced |
| Carmel Capital Partners, LLC | 533 | $444.4K | 0.18% | +7+1.3% | Added |
| Entropy Technologies, LP | 533 | $444.4K | 0.05% | +533 | New |
| Goelzer Investment Management, Inc. | 534 | $445.2K | 0.03% | −98−15.5% | Reduced |
| MBB Public Markets I LLC | 536 | $446.9K | 0.03% | +536 | New |
| Focus Financial Network, Inc. | 601 | $449.0K | 0.02% | +601 | New |
| Weik Capital Management | 540 | $450.2K | 0.19% | −5−0.9% | Reduced |
| Key Financial Inc | 540 | $450.2K | 0.11% | 00.0% | Unchanged |
| Gries Financial LLC | 540 | $450.2K | 0.08% | −2,641−83.0% | Reduced |
| ROI Financial Advisors, LLC | 541 | $451.0K | 0.35% | +2+0.4% | Added |
| Avestar Capital, LLC | 543 | $452.7K | 0.05% | +126+30.2% | Added |
| Perpetual Ltd | 545 | $455.1K | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 581 | $455.3K | 0.25% | +91+18.6% | Added |
| Emfo, LLC | 550 | $458.5K | 0.42% | −200−26.7% | Reduced |
| Lodestar Private Asset Management LLC | 555 | $462.7K | 0.07% | +297+115.1% | Added |
| Renasant Bank | 557 | $464.4K | 0.33% | −57−9.3% | Reduced |
| Callan Family Office, LLC | 557 | $464.4K | 0.11% | +211+61.0% | Added |
| Sherbrooke Park Advisers LLC | 560 | $466.9K | 0.09% | +560 | New |
| Proficio Capital Partners LLC | 562 | $468.3K | 0.05% | +20+3.7% | Added |
| Agate Pass Investment Management, LLC | 564 | $470.2K | 0.25% | +117+26.2% | Added |
| Strategic Blueprint, LLC | 565 | $471.1K | 0.03% | +122+27.5% | Added |
| Miracle Mile Advisors, LLC | 568 | $473.5K | 0.01% | +29+5.4% | Added |
| Objective Capital Management, LLC | 570 | $475.3K | 0.32% | +149+35.4% | Added |
| Continuum Advisory, LLC | 608 | $479.8K | 0.07% | −323−34.7% | Reduced |
| Banque Cantonale Vaudoise | 577 | $481.0K | 0.02% | −964−62.6% | Reduced |
| Ascent Group, LLC | 578 | $481.9K | 0.04% | +197+51.7% | Added |
| Knightsbridge Asset Management, LLC | 595 | $483.4K | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 580 | $483.5K | 0.03% | −26−4.3% | Reduced |
| US Asset Management LLC | 580 | $484.0K | 0.44% | −9−1.5% | Reduced |
| Bennett Associates Wealth Management | 582 | $485.2K | 0.44% | −124−17.6% | Reduced |
| PDS Planning, Inc | 583 | $486.0K | 0.05% | +4+0.7% | Added |
| Brookstone Capital Management | 583 | $486.2K | 0.01% | +51+9.6% | Added |
| Geller Advisors LLC | 584 | $486.9K | 0.04% | +39+7.2% | Added |
| Interchange Capital Partners, LLC | 551 | $488.2K | 0.33% | +170+44.6% | Added |
| Mill Creek Capital Advisors, LLC | 587 | $489.4K | 0.01% | −2−0.3% | Reduced |
| Angeles Wealth Management, LLC | 588 | $490.2K | 0.05% | +2+0.3% | Added |
| Sather Financial Group Inc | 588 | $490.2K | 0.04% | +6+1.0% | Added |
| Angeles Investment Advisors, LLC | 590 | $491.9K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 592 | $493.6K | 0.49% | −65−9.9% | Reduced |
| ISAM Funds (UK) Ltd | 592 | $493.6K | 0.28% | +592 | New |
| Northstar Advisory Group, LLC | 626 | $494.0K | 0.30% | +120+23.7% | Added |
| Integral Investment Advisors, Inc. | 592 | $494.4K | 0.20% | +159+36.7% | Added |