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, Q4 2024
Institutional positions in BlackRock, Inc. as of Dec 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
- 2,079
- +303 vs. Q3 2024
- Shares held
- 120.0M
- +4.30M (+3.7%) vs. Q3 2024
- Total value
- $120.3B
- +$12.2B (+11.3%) vs. Q3 2024
- New holders
- 511
- 672 more added
- Sold out
- 208
- 653 more reduced
38 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sovran Advisors, LLC | 707 | $681.0K | 0.10% | +707 | New |
| Advisor OS, LLC | 666 | $682.5K | 0.08% | +310+87.1% | Added |
| Wealth Alliance | 669 | $685.9K | 0.08% | +13+2.0% | Added |
| Insigneo Advisory Services, LLC | 670 | $686.8K | 0.07% | −391−36.9% | Reduced |
| PCG Asset Management, LLC | 670 | $687.1K | 0.60% | +670 | New |
| Wright Investors Service Inc | 675 | $691.9K | 0.22% | −1,427−67.9% | Reduced |
| LMCG Investments, LLC | 675 | $691.9K | 0.04% | +675 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 674 | $694.2K | 0.01% | +674 | New |
| SGL Investment Advisors, Inc. | 714 | $695.2K | 0.35% | +6+0.8% | Added |
| Agate Pass Investment Management, LLC | 679 | $696.2K | 0.31% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 681 | $697.9K | 0.03% | −8−1.2% | Reduced |
| Centurion Wealth Management LLC | 682 | $699.4K | 0.22% | +682 | New |
| Sachetta, LLC | 684 | $701.4K | 0.28% | −11−1.6% | Reduced |
| Parisi Gray Wealth Management | 687 | $703.9K | 0.22% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 689 | $706.3K | 0.05% | +113+19.6% | Added |
| Rede Wealth, LLC | 692 | $709.6K | 0.27% | +1+0.1% | Added |
| Modern Wealth Management, LLC | 694 | $712.4K | 0.03% | +307+79.3% | Added |
| Uncommon Cents Investing LLC | 695 | $712.5K | 0.21% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 696 | $713.5K | 0.17% | −6−0.9% | Reduced |
| Northstar Advisory Group, LLC | 699 | $716.6K | 0.36% | +72+11.5% | Added |
| Jacobi Capital Management LLC | 701 | $718.4K | 0.05% | +6+0.9% | Added |
| Fortem Financial Group, LLC | 701 | $718.6K | 0.28% | +43+6.5% | Added |
| JNBA Financial Advisors | 702 | $719.6K | 0.07% | +5+0.7% | Added |
| Weil Company, Inc. | 704 | $721.5K | 0.25% | +68+10.7% | Added |
| Eqis Capital Management, Inc. | 705 | $723.2K | 0.06% | +705 | New |
| Legacy Financial Advisors, Inc. | 706 | $723.3K | 0.12% | +48+7.3% | Added |
| Powell Investment Advisors, LLC | 708 | $725.8K | 0.34% | +708 | New |
| Xcel Wealth Management, LLC | 713 | $730.9K | 0.20% | +713 | New |
| Spreng Capital Management, Inc. | 716 | $734.0K | 0.32% | +5+0.7% | Added |
| Williamson Legacy Group, LLC | 716 | $734.0K | 0.49% | +65+10.0% | Added |
| Knightsbridge Asset Management, LLC | 719 | $736.6K | 0.17% | +48+7.2% | Added |
| Capital Advisors Inc | 721 | $738.9K | 0.01% | −164−18.5% | Reduced |
| Concord Wealth Partners | 723 | $741.4K | 0.12% | +66+10.0% | Added |
| Change Path, LLC | 723 | $741.6K | 0.02% | +723 | New |
| Phoenix Holdings Ltd. | 724 | $742.3K | 0.01% | −120−14.2% | Reduced |
| Capital Advisors, Ltd. LLC | 725 | $743.0K | 0.09% | +3+0.4% | Added |
| Warm Springs Advisors Inc. | 727 | $745.3K | 0.69% | +727 | New |
| Evelyn Partners Investment Management Services Ltd | 727 | $745.3K | 0.13% | +727 | New |
| Parkside Financial Bank & Trust | 729 | $747.3K | 0.10% | +2+0.3% | Added |
| Buckley Wealth Management, LLC | 736 | $754.5K | 0.23% | +736 | New |
| Phillips Wealth Planners LLC | 790 | $755.0K | 0.75% | +790 | New |
| Dividend Assets Capital, LLC | 737 | $755.5K | 0.15% | +8+1.1% | Added |
| Quotient Wealth Partners, LLC | 739 | $757.1K | 0.02% | +739 | New |
| Ames National Corp | 741 | $759.6K | 0.51% | +741 | New |
| Keel Point, LLC | 742 | $760.3K | 0.06% | +76+11.4% | Added |
| Montag A & Associates Inc | 742 | $760.6K | 0.04% | −25−3.3% | Reduced |
| Glass Wealth Management Co LLC | 746 | $764.7K | 0.42% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 746 | $765.1K | 0.04% | +257+52.6% | Added |
| Agf Management Ltd | 747 | $765.8K | 0.00% | −49−6.2% | Reduced |
| Dodge & Cox | 750 | $768.8K | 0.00% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 750 | $768.8K | 0.61% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 780 | $769.6K | 0.03% | +71+10.0% | Added |
| Northwest & Ethical Investments L.P. | 751 | $769.9K | 0.02% | +2+0.3% | Added |
| NWF Advisory Services Inc. | 752 | $770.5K | 0.11% | +752 | New |
| Welch Group, LLC | 751 | $771.6K | 0.03% | +1+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 754 | $772.9K | 0.06% | −340−31.1% | Reduced |
| Johnson Financial Group, Inc. | 719 | $773.3K | 0.04% | −29−3.9% | Reduced |
| Probity Advisors, Inc. | 756 | $775.0K | 0.15% | +43+6.0% | Added |
| Procyon Private Wealth Partners, LLC | 758 | $776.6K | 0.05% | +356+88.6% | Added |
| Roberts Glore & Co Inc | 758 | $777.0K | 0.23% | −2−0.3% | Reduced |
| Pictet North America Advisors SA | 760 | $779.1K | 0.07% | 00.0% | Unchanged |
| Roxbury Financial LLC | 766 | $784.4K | 0.76% | +766 | New |
| Berkshire Asset Management LLC | 771 | $786.8K | 0.04% | −18−2.3% | Reduced |
| Biltmore Family Office, LLC | 773 | $792.8K | 0.13% | 00.0% | Unchanged |
| PFG Investments, LLC | 774 | $793.0K | 0.05% | −7−0.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 775 | $794.1K | 0.26% | +775 | New |
| Nicholas Hoffman & Company, LLC. | 776 | $795.3K | 0.03% | +34+4.6% | Added |
| Kolinsky Wealth Management, LLC | 777 | $796.5K | 0.49% | +37+5.0% | Added |
| Anchor Investment Management, LLC | 779 | $798.6K | 0.07% | −12−1.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 780 | $800.0K | 0.31% | +780 | New |
| Cohen Capital Management, Inc. | 781 | $800.6K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 782 | $801.6K | 0.05% | +782 | New |
| Convergence Financial, LLC | 783 | $802.2K | 0.16% | +12+1.6% | Added |
| Nicolet Bankshares Inc | 786 | $805.7K | 0.19% | +50+6.8% | Added |
| MTM Investment Management, LLC | 786 | $805.7K | 0.31% | +786 | New |
| Jump Financial, LLC | 786 | $805.7K | 0.02% | +12+1.6% | Added |
| BHK Investment Advisors, LLC | 791 | $811.0K | 0.30% | +45+6.0% | Added |
| Avidian Wealth Solutions, LLC | 795 | $814.9K | 0.04% | −268−25.2% | Reduced |
| Burford Brothers, Inc. | 796 | $816.0K | 0.40% | −5−0.6% | Reduced |
| Essex Financial Services, Inc. | 798 | $817.7K | 0.06% | +798 | New |
| ERn Financial, LLC | 798 | $818.5K | 0.12% | +33+4.3% | Added |
| Grant Private Wealth Management Inc | 800 | $820.1K | 0.88% | +800 | New |
| Richards, Merrill & Peterson, Inc. | 801 | $821.5K | 0.43% | +801 | New |
| PDS Planning, Inc | 803 | $822.8K | 0.07% | +31+4.0% | Added |
| Financial Advisory Service, Inc. | 803 | $823.4K | 0.07% | +2+0.2% | Added |
| Aspetuck Financial Management LLC | 804 | $824.2K | 0.64% | +804 | New |
| Aureus Asset Management, LLC | 806 | $826.2K | 0.05% | −21−2.5% | Reduced |
| Sunbelt Securities, Inc. | 805 | $827.0K | 0.07% | −30−3.6% | Reduced |
| Kovack Advisors, Inc. | 807 | $827.7K | 0.08% | +435+116.9% | Added |
| Steel Peak Wealth Management LLC | 810 | $829.9K | 0.03% | +367+82.8% | Added |
| Northern Financial Advisors Inc | 812 | $832.4K | 0.67% | +812 | New |
| Avestar Capital, LLC | 813 | $833.4K | 0.08% | −63−7.2% | Reduced |
| Congress Wealth Management LLC | 816 | $837.0K | 0.01% | +213+35.3% | Added |
| Ontario Teachers Pension Plan Board | 819 | $839.6K | 0.01% | −332−28.8% | Reduced |
| Angeles Wealth Management, LLC | 820 | $840.6K | 0.07% | +820 | New |
| DRW Securities, LLC | 821 | $841.6K | 0.06% | +268+48.5% | Added |
| Formidable Asset Management, LLC | 822 | $842.6K | 0.14% | −20−2.4% | Reduced |
| Ninepoint Partners LP | 823 | $843.7K | 0.13% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 823 | $844.0K | 0.06% | +305+58.9% | Added |
| Griffith & Werner, Inc. | 829 | $850.1K | 0.56% | +829 | New |