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; 2,339 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 | 2,339 | $115.7B |
| Q1 2026 | 2,343 | $113.2B |
| Q4 2025 | 2,423 | $126.5B |
| Q3 2025 | 2,280 | $135.1B |
| Q2 2025 | 2,224 | $124.5B |
| Q1 2025 | 2,200 | $111.2B |
| Q4 2024 | 2,079 | $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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 782 | $742.5K | 0.22% | −39−4.8% | Reduced |
| Alera Investment Advisors, LLC | 787 | $747.3K | 0.09% | +133+20.3% | Added |
| Legacy Trust | 790 | $750.1K | 0.17% | +11+1.4% | Added |
| Anchor Investment Management, LLC | 791 | $751.1K | 0.07% | +191+31.8% | Added |
| Agf Management Ltd | 796 | $755.8K | 0.00% | −299−27.3% | Reduced |
| Southland Equity Partners LLC | 797 | $756.8K | 0.18% | +365+84.5% | Added |
| Groesbeck Investment Management Corp | 800 | $760.0K | 1.12% | −230−22.3% | Reduced |
| Lazard Asset Management LLC | 802 | $760.0K | 0.00% | −2−0.2% | Reduced |
| Financial Advisory Service, Inc. | 801 | $760.5K | 0.06% | +3+0.4% | Added |
| Shelton Capital Management | 801 | $760.6K | 0.02% | −126−13.6% | Reduced |
| Burford Brothers, Inc. | 801 | $761.0K | 0.40% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 803 | $762.7K | 0.48% | −240−23.0% | Reduced |
| CBOE Vest Financial, LLC | 807 | $766.3K | 0.01% | +807 | New |
| Sage Mountain Advisors LLC | 808 | $767.5K | 0.07% | +239+42.0% | Added |
| Buckingham Strategic Partners | 810 | $769.1K | 0.02% | −296−26.8% | Reduced |
| Camden Capital, LLC | 812 | $771.2K | 0.08% | +170+26.5% | Added |
| Aaron Wealth Advisors | 816 | $774.8K | 0.09% | +70+9.4% | Added |
| Good Life Advisors, LLC | 816 | $774.9K | 0.05% | +272+50.0% | Added |
| Schear Investment Advisers, LLC | 822 | $780.5K | 0.48% | +102+14.2% | Added |
| Ninepoint Partners LP | 823 | $781.4K | 0.10% | −86−9.5% | Reduced |
| Aureus Asset Management, LLC | 827 | $785.2K | 0.05% | −120−12.7% | Reduced |
| Crumly & Associates Inc. | 829 | $787.0K | 0.22% | −18−2.1% | Reduced |
| First Business Financial Services, Inc. | 830 | $788.1K | 0.08% | −6−0.7% | Reduced |
| Patron Partners Advisors, LLC | 833 | $791.2K | 0.44% | −79−8.7% | Reduced |
| Sunbelt Securities, Inc. | 835 | $793.3K | 0.08% | +3+0.4% | Added |
| Rockline Wealth Management, LLC | 838 | $795.7K | 0.22% | 00.0% | Unchanged |
| Burns J W & Co Inc | 840 | $797.6K | 0.10% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 842 | $799.5K | 0.13% | +17+2.1% | Added |
| Fortitude Family Office, LLC | 842 | $799.5K | 0.32% | +26+3.2% | Added |
| Phoenix Holdings Ltd. | 844 | $803.1K | 0.01% | +844 | New |
| McGlone Suttner Wealth Management, Inc. | 846 | $803.6K | 0.17% | +82+10.7% | Added |
| ABLE Financial Group, LLC | 847 | $804.3K | 0.25% | −21−2.4% | Reduced |
| Core Alternative Capital | 849 | $806.1K | 0.16% | −19−2.2% | Reduced |
| Catalyst Financial Partners LLC | 851 | $808.0K | 0.16% | −39−4.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 858 | $814.7K | 0.05% | −492−36.4% | Reduced |
| Guardian Wealth Advisors, LLC | 858 | $814.7K | 0.09% | −9−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 863 | $819.0K | 0.01% | −1,251−59.2% | Reduced |
| Smart Portfolios, LLC | 863 | $819.4K | 0.84% | +5+0.6% | Added |
| Transatlantique Private Wealth LLC | 870 | $826.1K | 0.32% | +21+2.5% | Added |
| Avestar Capital, LLC | 876 | $831.8K | 0.09% | +125+16.6% | Added |
| Crestwood Advisors Group LLC | 877 | $833.1K | 0.02% | +155+21.5% | Added |
| International Assets Investment Management, LLC | 792,632 | $835.0K | 0.00% | +791,874+104,468.9% | Added |
| Bank of Nova Scotia Trust Co | 880 | $835.6K | 0.08% | +62+7.6% | Added |
| Tower Bridge Advisors | 882 | $837.5K | 0.09% | −55−5.9% | Reduced |
| Capital Advisors Inc | 885 | $840.0K | 0.02% | −65,873−98.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 885 | $840.3K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 886 | $841.3K | 0.00% | −45,228−98.1% | Reduced |
| Zhang Financial LLC | 893 | $848.0K | 0.05% | −2−0.2% | Reduced |
| Oakworth Capital, Inc. | 894 | $848.9K | 0.06% | +128+16.7% | Added |
| Atria Wealth Solutions, Inc. | 897 | $851.8K | 0.01% | −8,161−90.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 898 | $852.7K | 0.06% | −143−13.7% | Reduced |
| LWM Advisory Services, LLC | 899 | $853.6K | 0.63% | −71−7.3% | Reduced |
| Sageworth Trust Co of South Dakota | 900 | $854.6K | 1.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 900 | $854.6K | 0.01% | +5+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $854.6K | 0.19% | +900 | New |
| Payden & Rygel | 900 | $855.0K | 0.07% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 909 | $863.1K | 0.58% | +909 | New |
| Hoxton Planning & Management, LLC | 912 | $866.2K | 0.34% | +71+8.4% | Added |
| Raleigh Capital Management Inc. | 913 | $866.9K | 0.33% | −54−5.6% | Reduced |
| Flagship Harbor Advisors, LLC | 917 | $870.3K | 0.05% | −167−15.4% | Reduced |
| Malaga Cove Capital, LLC | 923 | $876.4K | 0.35% | −17−1.8% | Reduced |
| Sterling Investment Counsel, LLC | 924 | $877.3K | 0.31% | +132+16.7% | Added |
| Skopos Labs, Inc. | 924 | $877.3K | 0.29% | −24−2.5% | Reduced |
| Brookstone Capital Management | 927 | $879.8K | 0.01% | +219+30.9% | Added |
| Wimmer Associates 1, LLC | 929 | $882.1K | 0.43% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 934 | $886.8K | 0.02% | 00.0% | Unchanged |
| L.M. Kohn & Company | 936 | $889.2K | 0.23% | −100−9.7% | Reduced |
| River & Mercantile Asset Management LLP | 937 | $889.7K | 0.19% | −3−0.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 937 | $889.7K | 0.72% | +12+1.3% | Added |
| Central Bank & Trust Co | 940 | $892.5K | 0.12% | −7−0.7% | Reduced |
| Catalina Capital Group, LLC | 946 | $898.4K | 0.30% | +19+2.0% | Added |
| Waterway Wealth Management, LLC | 949 | $901.4K | 0.39% | +70+8.0% | Added |
| Grimes & Company, Inc. | 961 | $912.5K | 0.02% | +103+12.0% | Added |
| United Community Bank | 977 | $927.7K | 0.36% | −141−12.6% | Reduced |
| Intrust Bank NA | 983 | $933.4K | 0.09% | +66+7.2% | Added |
| Pinnacle Bancorp, Inc. | 984 | $934.3K | 0.25% | +50+5.4% | Added |
| J.W. Cole Advisors, Inc. | 985 | $935.3K | 0.04% | +66+7.2% | Added |
| Foundations Investment Advisors, LLC | 996 | $945.5K | 0.02% | +89+9.8% | Added |
| BBR Partners, LLC | 996 | $945.7K | 0.07% | −12−1.2% | Reduced |
| Forza Wealth Management, LLC | 999 | $948.6K | 0.43% | −45−4.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,000 | $949.5K | 0.21% | +1,000 | New |
| Mendel Capital Management LLC | 1,000 | $949.6K | 0.58% | +55+5.8% | Added |
| Tranquility Partners, LLC | 1,007 | $956.3K | 0.35% | −7−0.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,010 | $959.0K | 0.47% | −36−3.4% | Reduced |
| First Trust Investment Solutions L.P. | 1,010 | $959.0K | 0.11% | +630+165.8% | Added |
| Kingfisher Capital LLC | 1,011 | $960.2K | 0.22% | +1+0.1% | Added |
| Cypress Wealth Services, LLC | 1,015 | $964.2K | 0.20% | +18+1.8% | Added |
| Greenfield Savings Bank | 1,018 | $966.6K | 0.46% | 00.0% | Unchanged |
| David Loasby | 1,018 | $968.6K | 0.09% | −35−3.3% | Reduced |
| E&G Advisors, LP | 1,024 | $972.3K | 0.27% | −200−16.3% | Reduced |
| Carl P. Sherr & Co., LLC | 1,025 | $973.2K | 0.51% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,026 | $974.5K | 0.09% | +88+9.4% | Added |
| Motco | 1,032 | $979.9K | 0.10% | +38+3.8% | Added |
| Middleton & Co Inc | 1,035 | $982.7K | 0.11% | +5+0.5% | Added |
| WBH Advisory Inc | 1,035 | $982.7K | 0.09% | +1+0.1% | Added |
| Lakeview Capital Partners, LLC | 1,035 | $983.2K | 0.16% | +129+14.2% | Added |
| Callan Family Office, LLC | 1,040 | $987.5K | 0.17% | +442+73.9% | Added |
| Paragon Private Wealth Management, LLC | 1,041 | $988.4K | 0.49% | +112+12.1% | Added |
| Roberts Capital Advisors, LLC | 1,049 | $996.0K | 0.85% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,050 | $997.0K | 0.14% | +33+3.2% | Added |