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 270 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 $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Planning Services Inc
|
Jun 09, 2025 Q1 2025 |
7,961
shares
|
$8.8 Million
3.83% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,509
shares
|
$8.3 Million
0.63% of portfolio
|
Q4 2022
Reduced 20.18%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
7,366
shares
|
$8.14 Million
2.89% of portfolio
|
Q1 2023
Reduced 12.17%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
7,306
shares
|
$8.08 Million
2.34% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,203
shares
|
$7.96 Million
1.85% of portfolio
|
Q3 2022
Reduced 0.74%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
7,138
shares
|
$7.89 Million
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
7,022
shares
|
$7.76 Million
2.76% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,884
shares
|
$7.61 Million
0.13% of portfolio
|
Q4 2022
Added 14.05%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,865
shares
|
$7.59 Million
0.18% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,053
shares
|
$6.69 Million
0.35% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,847
shares
|
$6.46 Million
0.25% of portfolio
|
Q2 2022
Added 30.4%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
5,254
shares
|
$5.81 Million
2.07% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
4,836
shares
|
$5.35 Million
0.77% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,813
shares
|
$5.32 Million
0.22% of portfolio
|
Q1 2025
Reduced 87.82%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,314
shares
|
$4.77 Million
0.07% of portfolio
|
Q3 2022
Added 7.88%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
4,194
shares
|
$4.64 Million
1.56% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,192
shares
|
$4.63 Million
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
4,091
shares
|
$4.52 Million
0.08% of portfolio
|
Q1 2023
Reduced 84.85%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
3,934
shares
|
$4.35 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,855
shares
|
$4.26 Million
1.91% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,788
shares
|
$4.19 Million
0.93% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3,704
shares
|
$4.09 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,567
shares
|
$3.94 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,553
shares
|
$3.93 Million
0.16% of portfolio
|
Q2 2022
Reduced 5.58%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
3,536
shares
|
$3.91 Million
0.46% of portfolio
|
Q1 2023
Reduced 2.08%
|