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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 613 | $494.9K | 0.13% | −68−10.0% | Reduced |
| VeraBank, N.A. | 594 | $495.2K | 0.15% | −266−30.9% | Reduced |
| Geneos Wealth Management Inc. | 598 | $498.3K | 0.02% | +34+6.0% | Added |
| Sage Mountain Advisors LLC | 598 | $498.6K | 0.05% | +58+10.7% | Added |
| Brandywine Oak Private Wealth LLC | 601 | $501.1K | 0.05% | 00.0% | Unchanged |
| Options Solutions, LLC | 601 | $501.2K | 0.29% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 602 | $501.9K | 0.03% | −19−3.1% | Reduced |
| Wharton Business Group, LLC | 603 | $503.0K | 0.02% | −35−5.5% | Reduced |
| Regal Investment Advisors LLC | 605 | $504.4K | 0.03% | +70+13.1% | Added |
| Chemung Canal Trust Co | 607 | $506.1K | 0.10% | +28+4.8% | Added |
| Tradewinds, LLC. | 607 | $506.1K | 0.45% | +607 | New |
| Holderness Investments Co | 608 | $506.8K | 0.12% | +5+0.8% | Added |
| Diversify Advisory Services, LLC | 614 | $507.6K | 0.03% | +614 | New |
| Welch Group, LLC | 612 | $510.3K | 0.03% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 612 | $510.4K | 0.29% | −3−0.5% | Reduced |
| Kuhn & Co Investment Counsel | 617 | $514.4K | 0.48% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 621 | $517.7K | 0.15% | +4+0.6% | Added |
| Chicago Partners Investment Group LLC | 678 | $519.9K | 0.02% | +40+6.3% | Added |
| Peak Asset Management, LLC | 624 | $520.2K | 0.10% | +3+0.5% | Added |
| Harbour Investments, Inc. | 626 | $521.8K | 0.02% | +124+24.7% | Added |
| Gratus Capital LLC | 632 | $526.9K | 0.02% | +65+11.5% | Added |
| Legacy Advisory Services, LLC | 632 | $526.9K | 0.50% | −9−1.4% | Reduced |
| Crestwood Advisors Group LLC | 635 | $529.4K | 0.01% | +94+17.4% | Added |
| Bell Bank | 636 | $530.2K | 0.05% | +340+114.9% | Added |
| Parkside Financial Bank & Trust | 636 | $530.2K | 0.09% | −1−0.2% | Reduced |
| Cidel Asset Management Inc | 637 | $531.1K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 641 | $534.4K | 0.37% | +4+0.6% | Added |
| Darden Wealth Group Inc | 642 | $535.6K | 0.42% | −56−8.0% | Reduced |
| Strategy Asset Managers LLC | 644 | $536.7K | 0.11% | +28+4.5% | Added |
| W.H. Cornerstone Investments Inc. | 646 | $538.0K | 0.39% | +2+0.3% | Added |
| Legacy Financial Advisors, Inc. | 648 | $539.9K | 0.10% | −22−3.3% | Reduced |
| Norden Group LLC | 648 | $540.3K | 0.11% | +180+38.5% | Added |
| Keel Point, LLC | 648 | $540.6K | 0.06% | +61+10.4% | Added |
| Symmetry Partners, LLC | 649 | $541.0K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 650 | $541.9K | 0.17% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 650 | $541.9K | 0.32% | +285+78.1% | Added |
| Jacobi Capital Management LLC | 652 | $543.3K | 0.05% | −6−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 653 | $544.4K | 0.13% | −15−2.2% | Reduced |
| Phillips Wealth Planners LLC | 727 | $545.0K | 0.63% | −12−1.6% | Reduced |
| Sachetta, LLC | 673 | $546.6K | 0.26% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 656 | $547.3K | 0.32% | 00.0% | Unchanged |
| Bremer Bank National Association | 657 | $547.7K | 0.10% | −1,038−61.2% | Reduced |
| Abn Amro Investment Solutions | 657 | $547.7K | 0.01% | −50−7.1% | Reduced |
| Arkadios Wealth Advisors | 659 | $549.4K | 0.04% | +19+3.0% | Added |
| Camden Capital, LLC | 662 | $551.9K | 0.05% | +148+28.8% | Added |
| AA Financial Advisors, LLC | 664 | $553.7K | 0.22% | +664 | New |
| Essex Financial Services, Inc. | 667 | $555.9K | 0.05% | −26−3.8% | Reduced |
| TFG Advisers LLC | 667 | $556.3K | 0.22% | −10−1.5% | Reduced |
| Coastal Investment Advisors, Inc. | 674 | $561.8K | 0.12% | −18−2.6% | Reduced |
| Simmons Bank | 674 | $561.9K | 0.04% | −21−3.0% | Reduced |
| Resonant Capital Advisors, LLC | 678 | $565.2K | 0.05% | +50+8.0% | Added |
| Parisi Gray Wealth Management | 678 | $565.7K | 0.21% | +4+0.6% | Added |
| Quent Capital, LLC | 680 | $567.6K | 0.07% | +69+11.3% | Added |
| New Hampshire Trust | 683 | $569.4K | 0.13% | −42−5.8% | Reduced |
| Sterling Investment Counsel, LLC | 685 | $571.1K | 0.26% | +55+8.7% | Added |
| Americana Partners, LLC | 685 | $571.2K | 0.05% | −347−33.6% | Reduced |
| Virtue Capital Management, LLC | 738 | $572.3K | 0.10% | −390−34.6% | Reduced |
| Rede Wealth, LLC | 689 | $574.5K | 0.24% | +8+1.2% | Added |
| Everpar Advisors LLC | 690 | $575.3K | 0.35% | −17−2.4% | Reduced |
| Probity Advisors, Inc. | 690 | $575.3K | 0.12% | −9−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 691 | $576.0K | 0.08% | +20+3.0% | Added |
| Cooper Financial Group | 691 | $576.2K | 0.09% | +32+4.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 692 | $576.7K | 0.02% | −160−18.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 696 | $580.7K | 0.07% | +17+2.5% | Added |
| JNBA Financial Advisors | 697 | $581.1K | 0.06% | −100−12.5% | Reduced |
| PFG Investments, LLC | 697 | $581.5K | 0.04% | +215+44.6% | Added |
| LMCG Investments, LLC | 698 | $581.9K | 0.03% | −19−2.6% | Reduced |
| Allen Investment Management LLC | 702 | $585.3K | 0.01% | −43−5.8% | Reduced |
| Powell Investment Advisors, LLC | 702 | $585.3K | 0.31% | −2−0.3% | Reduced |
| Buckley Wealth Management, LLC | 703 | $586.1K | 0.19% | +12+1.7% | Added |
| Schear Investment Advisers, LLC | 703 | $586.1K | 0.47% | +13+1.9% | Added |
| Kolinsky Wealth Management, LLC | 706 | $588.6K | 0.45% | +40+6.0% | Added |
| Versor Investments LP | 707 | $589.4K | 0.12% | +707 | New |
| Centurion Wealth Management LLC | 714 | $595.3K | 0.23% | −62−8.0% | Reduced |
| ERn Financial, LLC | 714 | $595.5K | 0.10% | −7−1.0% | Reduced |
| Wealth Alliance | 721 | $600.7K | 0.08% | +296+69.6% | Added |
| Waterloo Capital, L.P. | 722 | $601.8K | 0.08% | +223+44.7% | Added |
| Kowal Investment Group, LLC | 723 | $602.9K | 0.13% | +44+6.5% | Added |
| Blueprint Investment Partners LLC | 724 | $603.6K | 0.12% | +65+9.9% | Added |
| Wealthcare Advisory Partners LLC | 725 | $604.6K | 0.02% | +6+0.8% | Added |
| Northern Oak Wealth Management Inc | 728 | $606.9K | 0.07% | +45+6.6% | Added |
| Sara-Bay Financial | 739 | $611.0K | 0.27% | +262+54.9% | Added |
| Concord Wealth Partners | 734 | $612.2K | 0.11% | −11−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 736 | $613.8K | 0.02% | +136+22.7% | Added |
| Nicholas Hoffman & Company, LLC. | 746 | $622.2K | 0.03% | +55+8.0% | Added |
| Intrua Financial, LLC | 747 | $622.5K | 0.10% | −9−1.2% | Reduced |
| Northwest Bank & Trust Co | 825 | $622.5K | 0.57% | −4−0.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 749 | $624.4K | 0.47% | −30−3.9% | Reduced |
| Buckingham Strategic Partners | 749 | $625.1K | 0.02% | +466+164.7% | Added |
| Dodge & Cox | 750 | $625.3K | 0.00% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 750 | $625.3K | 0.38% | +750 | New |
| Wealth Management Partners, LLC | 754 | $628.3K | 0.32% | −36−4.6% | Reduced |
| Wolf Group Capital Advisors | 911 | $629.6K | 0.30% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 829 | $630.1K | 0.46% | +13+1.6% | Added |
| Passumpsic Savings Bank | 756 | $630.3K | 0.40% | +756 | New |
| PEAK6 Investments LLC | 757 | $631.4K | 0.03% | −901−54.3% | Reduced |
| Oakworth Capital, Inc. | 762 | $635.3K | 0.05% | −17−2.2% | Reduced |
| Nicolet Bankshares Inc | 768 | $640.3K | 0.16% | +7+0.9% | Added |
| First Interstate Bank | 769 | $641.1K | 0.04% | −38−4.7% | Reduced |
| Smithbridge Asset Management Inc | 770 | $641.9K | 0.13% | 00.0% | Unchanged |