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, Q3 2024
Institutional positions in BlackRock, Inc. as of Sep 30, 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
- 1,814
- −115 vs. Q2 2024
- Shares held
- 116.4M
- +6.98M (+6.4%) vs. Q2 2024
- Total value
- $108.8B
- +$22.9B (+26.7%) vs. Q2 2024
- New holders
- 174
- 684 more added
- Sold out
- 289
- 703 more reduced
22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Talisman Wealth Advisors LLC | 263 | $248.3K | 0.26% | −7−2.6% | Reduced |
| Alhambra Investment Partners LLC | 263 | $249.7K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 263 | $249.7K | 0.07% | +263 | New |
| New Republic Capital, LLC | 264 | $250.7K | 0.14% | +7+2.7% | Added |
| TCG Advisory Services, LLC | 265 | $251.6K | 0.01% | +265 | New |
| McDaniel Terry & Co | 265 | $252.0K | 0.02% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 266 | $252.6K | 0.04% | +266 | New |
| Register Financial Advisors LLC | 266 | $252.8K | 0.13% | +1+0.4% | Added |
| MONECO Advisors, LLC | 268 | $254.2K | 0.03% | +4+1.5% | Added |
| Westmount Partners, LLC | 268 | $254.5K | 0.08% | +7+2.7% | Added |
| Simon Quick Advisors, LLC | 269 | $255.2K | 0.02% | +269 | New |
| Greystone Financial Group, LLC | 270 | $256.4K | 0.05% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 271 | $257.3K | 0.00% | −4−1.5% | Reduced |
| Five Oceans Advisors | 271 | $257.3K | 0.12% | 00.0% | Unchanged |
| Cooper Financial Group | 272 | $258.7K | 0.03% | −259−48.8% | Reduced |
| Prentice Wealth Management LLC | 275 | $261.1K | 0.08% | −1−0.4% | Reduced |
| ICONIQ Capital, LLC | 275 | $261.1K | 0.01% | +275 | New |
| Lakeshore Financial Planning, Inc. | 276 | $262.7K | 0.12% | 00.0% | Unchanged |
| North Star Asset Management Inc | 277 | $263.0K | 0.01% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 277 | $263.0K | 0.17% | +10+3.7% | Added |
| Reynders McVeigh Capital Management, LLC | 278 | $264.0K | 0.01% | +278 | New |
| Whalerock Point Partners, LLC | 279 | $264.9K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 281 | $266.9K | 0.09% | +26+10.2% | Added |
| Nikulski Financial, Inc. | 282 | $267.6K | 0.08% | +16+6.0% | Added |
| Farmers Trust Co | 282 | $267.8K | 0.05% | +20+7.6% | Added |
| CVA Family Office, LLC | 282 | $267.8K | 0.04% | +28+11.0% | Added |
| Schrum Private Wealth Management LLC | 282 | $267.8K | 0.14% | +282 | New |
| Revolve Wealth Partners, LLC | 282 | $267.8K | 0.04% | +282 | New |
| Gen-Wealth Partners Inc | 274 | $268.5K | 0.12% | −12−4.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 283 | $268.7K | 0.21% | +283 | New |
| Concentric Wealth Management, LLC | 285 | $270.6K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 285 | $272.0K | 0.01% | −2−0.7% | Reduced |
| Signal Advisors Wealth, LLC | 287 | $272.2K | 0.04% | +287 | New |
| Bath Savings Trust Co | 287 | $272.5K | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 287 | $273.0K | 0.02% | −39−12.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 289 | $274.4K | 0.05% | +289 | New |
| Carret Asset Management, LLC | 290 | $275.4K | 0.03% | −7−2.4% | Reduced |
| Vision Capital Management, Inc. | 290 | $275.4K | 0.04% | +290 | New |
| Freedom Day Solutions, LLC | 291 | $276.1K | 0.09% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 291 | $276.5K | 0.20% | +291 | New |
| Bruce G. Allen Investments, LLC | 292 | $277.3K | 0.22% | −10−3.3% | Reduced |
| Visionary Wealth Advisors | 293 | $278.0K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 293 | $278.2K | 0.02% | +293 | New |
| TCI Wealth Advisors, Inc. | 294 | $279.2K | 0.02% | +9+3.2% | Added |
| Cornerstone Wealth Management, LLC | 295 | $279.6K | 0.02% | +1+0.3% | Added |
| Washington Trust Bank | 295 | $280.1K | 0.03% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 294 | $280.4K | 0.06% | −54−15.5% | Reduced |
| Everpar Advisors LLC | 297 | $282.0K | 0.15% | −469−61.2% | Reduced |
| Copeland Capital Management, LLC | 298 | $283.0K | 0.00% | −7−2.3% | Reduced |
| Valley Brook Capital Group | 298 | $283.0K | 0.20% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 300 | $284.5K | 0.10% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 300 | $284.9K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 300 | $284.9K | 0.05% | +300 | New |
| Atom Investors LP | 302 | $286.8K | 0.03% | +20+7.1% | Added |
| Klingenstein Fields & Co LP | 304 | $288.7K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 304 | $289.1K | 0.03% | −177−36.8% | Reduced |
| Davidson Trust Co | 308 | $292.4K | 0.15% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 309 | $293.4K | 0.19% | −138−30.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 310 | $294.3K | 0.03% | +35+12.7% | Added |
| Centric Wealth Management | 286 | $294.7K | 0.08% | +2+0.7% | Added |
| FLC Capital Advisors | 311 | $295.3K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 311 | $295.3K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 311 | $295.4K | 0.03% | +6+2.0% | Added |
| Robinson Smith Wealth Advisors LLC | 313 | $297.0K | 0.25% | −1−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 312 | $297.1K | 0.01% | +13+4.3% | Added |
| Vista Investment Partners LLC | 313 | $297.2K | 0.10% | +8+2.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 313 | $297.2K | 0.01% | +144+85.2% | Added |
| Patten Group, Inc. | 314 | $298.1K | 0.07% | −4−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 315 | $299.0K | 0.27% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 315 | $299.1K | 0.05% | +19+6.4% | Added |
| Balanced Rock Investment Advisor | 317 | $301.0K | 0.24% | −16−4.8% | Reduced |
| American National Bank | 319 | $302.9K | 0.04% | −39−10.9% | Reduced |
| Green Square Capital Advisors LLC | 321 | $303.4K | 0.04% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 321 | $304.7K | 0.02% | +19+6.3% | Added |
| Element Wealth, LLC | 321 | $305.1K | 0.16% | −2−0.6% | Reduced |
| Fort Sheridan Advisors LLC | 323 | $306.7K | 0.05% | 00.0% | Unchanged |
| Winton Group Ltd | 323 | $306.7K | 0.02% | +323 | New |
| Private Capital Management, LLC | 325 | $308.3K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 326 | $309.2K | 0.07% | +63+24.0% | Added |
| Weaver Consulting Group | 326 | $309.5K | 0.10% | +4+1.2% | Added |
| Institute for Wealth Management, LLC. | 327 | $310.5K | 0.04% | −8−2.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 328 | $311.6K | 0.05% | +11+3.5% | Added |
| Strait & Sound Wealth Management LLC | 329 | $312.4K | 0.15% | −71−17.8% | Reduced |
| Alliance Wealth Advisors, LLC | 329 | $312.4K | 0.18% | 00.0% | Unchanged |
| Peoples Bank | 329 | $312.4K | 0.16% | −2−0.6% | Reduced |
| Diversified, LLC | 331 | $314.0K | 0.03% | +7+2.2% | Added |
| Diversified Enterprises, LLC | 331 | $314.0K | 0.03% | +331 | New |
| Luts & Greenleigh Group, Inc | 331 | $314.3K | 0.30% | +8+2.5% | Added |
| Code Waechter LLC | 333 | $316.0K | 0.30% | +333 | New |
| Private Advisory Group LLC | 334 | $317.1K | 0.04% | −12−3.5% | Reduced |
| Tobam | 335 | $318.0K | 0.06% | −27−7.5% | Reduced |
| WMS Partners, LLC | 335 | $318.1K | 0.02% | −46−12.1% | Reduced |
| Guardian Capital Advisors LP | 343 | $320.4K | 0.03% | −470−57.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 338 | $320.9K | 0.11% | −57−14.4% | Reduced |
| Green Harvest Asset Management LLC | 338 | $320.9K | 0.01% | +83+32.5% | Added |
| Grandfield & Dodd, LLC | 338 | $321.1K | 0.02% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 339 | $321.9K | 0.06% | −11−3.1% | Reduced |
| Abacus Planning Group, Inc. | 340 | $323.0K | 0.06% | +16+4.9% | Added |
| Peoples Bank | 341 | $323.8K | 0.22% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 341 | $324.0K | 0.00% | +29+9.3% | Added |