BLACKROCK INC BLK
COM · Common Stock · CUSIP 09247X101 · ISIN US09247X1019
American multinational investment management corporation
- SectorFinancials
- IndustrySecurity Brokers, Dealers & Flotation Companies
- HeadquartersNew York, NY
- Founded1988
- Websiteblackrock.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $948.28. Options: 1 managers hold calls ($10.9m notional), 2 hold puts ($11.2m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,718 |
| Q4 2022 | 1,821 |
| Q1 2023 | 1,833 |
| Q2 2023 | 1,853 |
| Q3 2023 | 1,802 |
| Q4 2023 | 1,932 |
| Q1 2024 | 1,950 |
| Q2 2024 | 1,946 |
| Q3 2024 | 1,639 |
| Q4 2024 | 127 |
| Q1 2025 | 55 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 797 | 881 |
| Q3 2023 | 780 | 862 |
| Q4 2023 | 771 | 930 |
| Q1 2024 | 890 | 864 |
| Q2 2024 | 918 | 835 |
| Q3 2024 | 756 | 1,092 |
| Q4 2024 | 50 | 1,535 |
| Q1 2025 | 17 | 90 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $1.1bn | $1.5bn | 1.35 |
| Q3 2024 | $1.3bn | $1.6bn | 1.19 |
| Q4 2024 | $14.7m | $24.5m | 1.66 |
| Q1 2025 | $10.9m | $11.2m | 1.03 |
Biggest buyers
| Tandem Investment Advisors, Inc. | Added | +2.4k |
| Osprey Private Wealth LLC | Added | +1.1k |
| Itau Unibanco Holding S.A. | New | +478 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | Added | +388 |
| Archer Investment Corp | New | +344 |
| Covington Investment Advisors Inc. | Added | +205 |
| Investment Research & Advisory Group, Inc. | Added | +63 |
| Sterling Investment Advisors, Ltd. | Added | +55 |
| Aft, Forsyth & Sober, LLC | Added | +50 |
| LAKE STREET PRIVATE WEALTH, LLC | Added | +40 |
Biggest sellers
| DekaBank Deutsche Girozentrale | Sold out | -265.5k |
| Beutel, Goodman & Co Ltd. | Sold out | -255.2k |
| DEARBORN PARTNERS LLC | Reduced | -34.7k |
| National Mutual Insurance Federation of Agricultural Cooperatives | Sold out | -29.4k |
| DNB Asset Management AS | Reduced | -21.5k |
| Generate Investment Management Ltd | Sold out | -17.2k |
| Mediolanum International Funds Ltd | Reduced | -15.8k |
| Orion Porfolio Solutions, LLC | Sold out | -13.6k |
| Kintegral Advisory, LLC | Sold out | -7.6k |
| TrinityBridge Ltd | Sold out | -5.9k |
Biggest calls
| Delta Accumulation, LLC | Reduced | $10.9m11.5k shares |
Biggest puts
| Delta Accumulation, LLC | Reduced | $10.9m11.5k shares |
| Itau Unibanco Holding S.A. | New | $310.0k2.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 4 | $163.6m | — |
| Q1 2025 | 0 | — | 1 | $21.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-28 | Kushel J. Richard Senior Managing Director · By The Kushel Family 2018 Trust | Sold | $408.2k430 shares |
| 2025-01-30 | Kushel J. Richard Senior Managing Director | Sold | $10.7m10.0k shares |
| 2025-01-21 | Kushel J. Richard Senior Managing Director | Sold | $10.1m10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Tandem Investment Advisors, Inc. 2.45% of their portfolio | 74.2k $70.2m | Added +2.4k |
| DNB Asset Management AS 0.18% of their portfolio | 40.9k $38.7m | Reduced -21.5k |
| Mediolanum International Funds Ltd 0.46% of their portfolio | 35.1k $33.2m | Reduced -15.8k |
| First Long Island Investors, LLC 1.72% of their portfolio | 22.1k $20.9m | Reduced -5.3k |
| IVY LANE CAPITAL MANAGEMENT, LLC 11.35% of their portfolio | 19.9k $18.8m | Unchanged |
| VANTAGE WEALTH 4.18% of their portfolio | 19.5k $18.5m | Reduced -3.3k |
| CIBC WORLD MARKETS CORP 0.13% of their portfolio | 17.6k $16.7m | Reduced -5.5k |
| Covington Investment Advisors Inc. 2.22% of their portfolio | 15.1k $14.3m | Added +205 |
| Orion Portfolio Solutions, LLC 0.07% of their portfolio | 13.6k $13.9m | Unchanged |
| Talbot Financial, LLC 1.39% of their portfolio | 11.8k $11.1m | Reduced -161 |
| ARTHUR M. COHEN & ASSOCIATES, LLC 2.02% of their portfolio | 11.1k $10.5m | Reduced -94 |
| ASSET PLANNING SERVICES INC /LA/ /ADV 3.83% of their portfolio | 8.0k $7.5m | Reduced -45 |
| Osprey Private Wealth LLC 3.34% of their portfolio | 6.0k $5.6m | Added +1.1k |
| Investment Research & Advisory Group, Inc. 2.12% of their portfolio | 5.4k $5.1m | Added +63 |
| Blue Edge Capital, LLC 0.74% of their portfolio | 4.8k $4.6m | Added +11 |
| DEARBORN PARTNERS LLC 0.22% of their portfolio | 4.8k $4.6m | Reduced -34.7k |
| Sterling Investment Advisors, Ltd. 0.74% of their portfolio | 3.3k $3.1m | Added +55 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1.74% of their portfolio | 3.3k $2.8m | Added +388 |
| Red Spruce Capital, LLC 1.45% of their portfolio | 3.2k $3.1m | Added +31 |
| Pinnacle West Asset Management, Inc. 1.81% of their portfolio | 2.6k $2.5m | Reduced -15 |
| Scott & Selber, Inc. 0.70% of their portfolio | 2.3k $2.2m | Unchanged |
| AFT, FORSYTH & COMPANY, INC. 1.14% of their portfolio | 2.2k $2.1m | Added +5 |
| IHT Wealth Management, LLC 0.06% of their portfolio | 2.1k $2.0m | Reduced -15 |
| Inscription Capital, LLC 0.27% of their portfolio | 1.9k $1.6m | First filing |
| Aft, Forsyth & Sober, LLC 0.61% of their portfolio | 1.9k $1.8m | Added +50 |
| Byrne Asset Management LLC 1.26% of their portfolio | 1.8k $1.7m | Reduced -147 |
| Ironwood Investment Counsel, LLC 0.23% of their portfolio | 1.4k $1.3m | Reduced -2 |
| LAKE STREET PRIVATE WEALTH, LLC 0.19% of their portfolio | 1.2k $1.2m | Added +40 |
| MeadowBrook Investment Advisors LLC 1.10% of their portfolio | 1.2k $1.2m | Unchanged |
| Skylands Capital, LLC 0.11% of their portfolio | 825 $780.8k | Reduced -25 |
| BHK Investment Advisors, LLC 0.31% of their portfolio | 771 $730.0k | Reduced -20 |
| CULLINAN ASSOCIATES INC 0.05% of their portfolio | 716 $677.7k | Reduced -200 |
| Agate Pass Investment Management, LLC 0.29% of their portfolio | 704 $666.5k | Added +25 |
| Itau Unibanco Holding S.A. 0.02% of their portfolio | 478 $452.0k | New |
| Mengis Capital Management, Inc. 0.09% of their portfolio | 443 $419.3k | Unchanged |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 0.12% of their portfolio | 406 $384.3k | Added +34 |
| Boit C F David 0.19% of their portfolio | 400 $378.6k | Unchanged |
| Violich Capital Management, Inc. 0.05% of their portfolio | 400 $379.0k | Unchanged |
| Hanson & Doremus Investment Management 0.05% of their portfolio | 365 $345.0k | Unchanged |
| Archer Investment Corp 0.08% of their portfolio | 344 $325.2k | New |
| PATRICK M SWEENEY & ASSOCIATES, INC 0.22% of their portfolio | 309 $292.0k | Added +18 |
| Poehling Capital Management, INC. 0.06% of their portfolio | 250 $236.3k | Reduced -5 |
| 49 WEALTH MANAGEMENT, LLC 0.03% of their portfolio | 246 $233.1k | Reduced -4 |
| Connecticut Wealth Management, LLC 0.01% of their portfolio | 221 $209.2k | Reduced -11 |
| LVM CAPITAL MANAGEMENT LTD/MI 0.02% of their portfolio | 215 $203.0k | Unchanged |
| Asset Planning,Inc 0.07% of their portfolio | 89 $84.2k | Unchanged |
| VESTOR CAPITAL, LLC 0.01% of their portfolio | 79 $75.0k | Reduced -2 |
| Disciplina Capital Management LLC 0.01% of their portfolio | 78 $73.6k | Reduced -33 |
| Stuart Chaussee & Associates, Inc. 0.01% of their portfolio | 57 $53.9k | Unchanged |
| Harvest Fund Management Co., Ltd 0.00% of their portfolio | 50 $47.0k | Reduced -503 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV 0.01% of their portfolio | 38 $35.0k | Added +37 |
| McClarren Financial Advisors, Inc. 0.01% of their portfolio | 12 $11.0k | Unchanged |
| BURKETT FINANCIAL SERVICES, LLC 0.00% of their portfolio | 3 $2.9k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 2 $1.9k | Unchanged |
| Glen Eagle Advisors, LLC 0.00% of their portfolio | 2 $1.9k | Unchanged |