Institutional Ownership Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
165
shares
|
$191,335
0.08% of portfolio
|
Q2 2022
Reduced 12.7%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
152
shares
|
$176,260
0.03% of portfolio
|
Q4 2023
Reduced 7.88%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
137
shares
|
$158,866
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
122
shares
|
$141,472
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
120
shares
|
$139,153
0.02% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
111
shares
|
$128,716
0.03% of portfolio
|
Q2 2022
Added 11.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
109
shares
|
$126,397
0.01% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
97
shares
|
$112,482
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
93
shares
|
$107,843
0.11% of portfolio
|
Q4 2023
Reduced 21.19%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
91
shares
|
$105,524
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
89
shares
|
$103,205
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
80
shares
|
$92,768
0.03% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
78
shares
|
$90,449
0.01% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
77
shares
|
$89,289
0.01% of portfolio
|
Q3 2022
Reduced 39.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
76
shares
|
$88,130
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
75
shares
|
$86,970
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
70
shares
|
$81,172
0.03% of portfolio
|
Q1 2024
Reduced 5.41%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
61
shares
|
$70,736
0.02% of portfolio
|
Q1 2023
Reduced 26.51%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
60
shares
|
$69,576
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
57
shares
|
$66,097
0.02% of portfolio
|
N/A
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
50
shares
|
$57,980
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
50
shares
|
$57,980
0.0% of portfolio
|
Q1 2025
Reduced 90.96%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
48
shares
|
$55,661
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
46
shares
|
$53,342
0.02% of portfolio
|
Q2 2022
Reduced 75.53%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
45
shares
|
$52,182
0.03% of portfolio
|
Q4 2024
Added 2.27%
|