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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
285
shares
|
$315,033
0.06% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
250
shares
|
$276,345
0.03% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
250
shares
|
$276,345
0.06% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
246
shares
|
$271,923
0.04% of portfolio
|
Q3 2024
Added 64.0%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
246
shares
|
$271,923
0.03% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
241
shares
|
$266,396
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
237
shares
|
$261,975
0.02% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
221
shares
|
$244,288
0.01% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
211
shares
|
$233,235
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
180
shares
|
$198,968
0.01% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
165
shares
|
$182,387
0.08% of portfolio
|
Q2 2022
Reduced 12.7%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
152
shares
|
$168,017
0.03% of portfolio
|
Q4 2023
Reduced 7.88%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
137
shares
|
$151,437
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
122
shares
|
$134,856
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
120
shares
|
$132,645
0.02% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
111
shares
|
$122,697
0.03% of portfolio
|
Q2 2022
Added 11.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
109
shares
|
$120,486
0.01% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
93
shares
|
$102,800
0.11% of portfolio
|
Q4 2023
Reduced 21.19%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
91
shares
|
$100,589
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
89
shares
|
$98,378
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
80
shares
|
$88,430
0.03% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
79
shares
|
$87,325
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
78
shares
|
$86,219
0.01% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
77
shares
|
$85,114
0.01% of portfolio
|
Q3 2022
Reduced 39.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
76
shares
|
$84,008
0.02% of portfolio
|
Q3 2024
Added 1.33%
|