Vault-13

BLACKROCK INC BLK

COM · Common Stock · CUSIP 09247X101 · ISIN US09247X1019

American multinational investment management corporation

43 institutional holders -12 vs Q1 2025
262,408262.4k shares reported held*
$248.8mreported value*
7 new 13 added 10 reduced 18 sold out net sold ≈ $99.6m (-69.9k shares)

* 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 ≈ $948.06. Options: 1 managers hold calls ($3.3m notional), 1 hold puts ($3.3m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,718Q4 22: 1,821Q1 23: 1,833Q2 23: 1,853Q3 23: 1,802Q4 23: 1,932Q1 24: 1,950Q2 24: 1,946Q3 24: 1,639Q4 24: 127Q1 25: 55Q2 25: 4343Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221,718
Q4 20221,821
Q1 20231,833
Q2 20231,853
Q3 20231,802
Q4 20231,932
Q1 20241,950
Q2 20241,946
Q3 20241,639
Q4 2024127
Q1 202555
Q2 202543

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2k02kQ3 23: 780 bought or addedQ3 23: 862 cut or sold outQ4 23: 771 bought or addedQ4 23: 930 cut or sold outQ4 23Q1 24: 890 bought or addedQ1 24: 864 cut or sold outQ2 24: 918 bought or addedQ2 24: 835 cut or sold outQ2 24Q3 24: 756 bought or addedQ3 24: 1,092 cut or sold outQ4 24: 50 bought or addedQ4 24: 1,535 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 90 cut or sold outQ2 25: 20 bought or addedQ2 25: 28 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023780862
Q4 2023771930
Q1 2024890864
Q2 2024918835
Q3 20247561,092
Q4 2024501,535
Q1 20251790
Q2 20252028

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bn$2bnQ3 24 calls: $1.3bnQ3 24 puts: $1.6bnQ3 24P/C 1.19Q4 24 calls: $14.7mQ4 24 puts: $24.5mQ4 24P/C 1.66Q1 25 calls: $10.9mQ1 25 puts: $11.2mQ1 25P/C 1.03Q2 25 calls: $3.3mQ2 25 puts: $3.3mQ2 25P/C 1.00
Numbers
QuarterCallsPutsP/C
Q3 2024$1.3bn$1.6bn1.19
Q4 2024$14.7m$24.5m1.66
Q1 2025$10.9m$11.2m1.03
Q2 2025$3.3m$3.3m1.00

Biggest buyers

Biggest sellers

DNB Asset Management AS Sold out -40,882-40.9k
VANTAGE WEALTH Sold out -19,520-19.5k
Mediolanum International Funds Ltd Reduced -17,073-17.1k
Talbot Financial, LLC Sold out -11,753-11.8k
ARTHUR M. COHEN & ASSOCIATES, LLC Sold out -11,119-11.1k
Osprey Private Wealth LLC Sold out -5,955-6.0k
AFT, FORSYTH & COMPANY, INC. Sold out -2,240-2.2k
Inscription Capital, LLC Sold out -1,945-1.9k
Aft, Forsyth & Sober, LLC Sold out -1,850-1.9k
DEARBORN PARTNERS LLC Reduced -1,414-1.4k

Biggest calls

Delta Accumulation, LLC Reduced $3.3m3.5k shares

Biggest puts

Delta Accumulation, LLC Reduced $3.3m3.5k 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 Q2 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)

BuyingSelling
404Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 4 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 2 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—4$163.6m—
Q1 20250—1$21.2m—
Q2 20250—2$25.9m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-04-29 FINK LAURENCE Chairman and CEO, director Sold 16,485 $917.17 $15.1m16.5k shares -5%
2025-04-24 Kushel J. Richard Senior Managing Director Sold 10,000 $912.50 $9.1m10.0k shares -13%
2025-04-21 Kushel J. Richard Senior Managing Director Sold 2,000 $852.01 $1.7m2.0k shares -3%

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Tandem Investment Advisors, Inc. 2.71% of their portfolio CHARLESTON, SC 73,71873.7k $77.3m $77.3m 2.71% Reduced -473 -473
2 VESTOR CAPITAL, LLC 0.99% of their portfolio CHICAGO, IL 37,94037.9k $13.3m $13.3m 0.99% Added +37.9k +37,861
3 First Long Island Investors, LLC 1.79% of their portfolio JERICHO, NY 21,77221.8k $22.8m $22.8m 1.79% Reduced -343 -343
4 IVY LANE CAPITAL MANAGEMENT, LLC 11.50% of their portfolio WINTER PARK, FL 19,90019.9k $20.9m $20.9m 11.50% Unchanged
5 CIBC WORLD MARKETS CORP 0.13% of their portfolio NEW YORK, NY 18,39718.4k $19.3m $19.3m 0.13% Added +765 +765
6 Mediolanum International Funds Ltd 0.23% of their portfolio DUBLIN 1, L2 18,00418.0k $18.9m $18.9m 0.23% Reduced -17.1k -17,073
7 Covington Investment Advisors Inc. 2.32% of their portfolio LIGONIER, PA 15,44915.4k $16.2m $16.2m 2.32% Added +370 +370
8 ASSET PLANNING SERVICES INC /LA/ /ADV 3.81% of their portfolio COVINGTON, LA 7,9017.9k $8.3m $8.3m 3.81% Reduced -60 -60
9 Sara-Bay Financial 2.64% of their portfolio SARASOTA, FL 7,0227.0k $7.4m $7.4m 2.64% New
10 Investment Research & Advisory Group, Inc. 2.05% of their portfolio ATLANTA, GA 5,2545.3k $5.5m $5.5m 2.05% Reduced -117 -117
11 Blue Edge Capital, LLC 0.76% of their portfolio RICHMOND, VA 4,8514.9k $5.1m $5.1m 0.76% Added +15 +15
12 BIRINYI ASSOCIATES INC 1.22% of their portfolio Westport, CT 3,9914.0k $4.2m $4.2m 1.22% New
13 KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1.64% of their portfolio BRATENAHL, OH 3,4003.4k $3.6m $3.6m 1.64% Added +149 +149
14 DEARBORN PARTNERS LLC 0.17% of their portfolio CHICAGO, IL 3,3993.4k $3.6m $3.6m 0.17% Reduced -1.4k -1,414
15 Sterling Investment Advisors, Ltd. 0.75% of their portfolio BERWYN, PA 3,2703.3k $3.4m $3.4m 0.75% Unchanged
16 Red Spruce Capital, LLC 1.47% of their portfolio BERWYN, PA 3,2263.2k $3.4m $3.4m 1.47% Reduced -22 -22
17 Pinnacle West Asset Management, Inc. 1.90% of their portfolio CASPER, WY 2,6192.6k $2.7m $2.7m 1.90% Reduced -28 -28
18 Scott & Selber, Inc. 0.68% of their portfolio HOUSTON, TX 2,3092.3k $2.4m $2.4m 0.68% Added +13 +13
19 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 2,1852.2k $2.3m $2.3m 0.06% Added +67 +67
20 Byrne Asset Management LLC 1.28% of their portfolio KINGSTON, NJ 1,8351.8k $1.9m $1.9m 1.28% Added +31 +31
21 Ironwood Investment Counsel, LLC 0.23% of their portfolio SCOTTSDALE, AZ 1,4041.4k $1.5m $1.5m 0.23% Added +10 +10
22 BHK Investment Advisors, LLC 0.32% of their portfolio BIRMINGHAM, AL 771771 $809.3k $809.3k 0.32% Unchanged
23 CULLINAN ASSOCIATES INC 0.05% of their portfolio LOUISVILLE, KY 716716 $751.3k $751.3k 0.05% Unchanged
24 Skylands Capital, LLC 0.10% of their portfolio Milwaukee, WI 650650 $682.0k $682.0k 0.10% Reduced -175 -175
25 Mengis Capital Management, Inc. 0.10% of their portfolio PORTLAND, OR 443443 $464.8k $464.8k 0.10% Unchanged
26 Boit C F David 0.20% of their portfolio BOSTON, MA 400400 $419.7k $419.7k 0.20% Unchanged
27 Hanson & Doremus Investment Management 0.05% of their portfolio BURLINGTON, VT 370370 $388.0k $388.0k 0.05% Added +5 +5
28 49 WEALTH MANAGEMENT, LLC 0.03% of their portfolio AUSTIN, TX 268268 $280.7k $280.7k 0.03% Added +22 +22
29 Poehling Capital Management, INC. 0.06% of their portfolio MADISON, WI 261261 $273.6k $273.6k 0.06% Added +11 +11
30 LVM CAPITAL MANAGEMENT LTD/MI 0.03% of their portfolio PORTAGE, MI 250250 $262.0k $262.0k 0.03% Added +35 +35
31 Cascades Capital Asset Management, LLC 0.05% of their portfolio GREENSBORO, NC 9797 $101.8k $101.8k 0.05% New
32 Asset Planning,Inc 0.07% of their portfolio LOS ALAMITOS, CA 8989 $93.4k $93.4k 0.07% Unchanged
33 Disciplina Capital Management LLC 0.01% of their portfolio NASHVILLE, TN 7878 $82.0k $82.0k 0.01% Unchanged
34 Stuart Chaussee & Associates, Inc. 0.01% of their portfolio BEVERLY HILLS, CA 5757 $59.8k $59.8k 0.01% Unchanged
35 Harvest Fund Management Co., Ltd 0.00% of their portfolio BEIJING, F4 5050 $52.0k $52.0k 0.00% Unchanged
36 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.01% of their portfolio WILLIAMSVILLE, NY 2525 $26.0k $26.0k 0.01% Reduced -13 -13
37 Sawyer & Company, Inc 0.00% of their portfolio BOSTON, MA 1010 $9.8k $9.8k 0.00% New
38 Financial Connections Group, Inc. 0.00% of their portfolio CORTE MADERA, CA 1010 $10.0k $10.0k 0.00% New
39 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% of their portfolio WARSAW, R9 99 $9.4k $9.4k 0.00% New
40 BURKETT FINANCIAL SERVICES, LLC 0.00% of their portfolio ROCK HILL, SC 33 $3.2k $3.2k 0.00% Unchanged
41 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $1.9k $1.9k 0.00% Unchanged
42 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 22 $2.1k $2.1k 0.00% Unchanged
43 HORIZON FINANCIAL SERVICES, LLC 0.00% of their portfolio WINSTON SALEM, NC 11 $1.0k $1.0k 0.00% New