Vault-13

BLACKROCK INC BLK

COM · Common Stock · CUSIP 09247X101 · ISIN US09247X1019

American multinational investment management corporation

37 institutional holders -1 vs Q4 2025
158,527158.5k shares reported held*
$142.8mreported value*
4 new 5 added 14 reduced 5 sold out net sold ≈ $8.4m (-49.0k 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 ≈ $900.87. Options: 1 managers hold calls ($6.3m notional), 1 hold puts ($6.3m).

Trends to Q1 2026

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: 43Q3 25: 41Q4 25: 38Q1 26: 3737Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 202541
Q4 202538
Q1 202637

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ2 24: 918 bought or addedQ2 24: 835 cut or sold outQ3 24: 756 bought or addedQ3 24: 1,092 cut or sold outQ3 24Q4 24: 50 bought or addedQ4 24: 1,535 cut or sold outQ1 25: 17 bought or addedQ1 25: 90 cut or sold outQ1 25Q2 25: 20 bought or addedQ2 25: 28 cut or sold outQ3 25: 10 bought or addedQ3 25: 22 cut or sold outQ3 25Q4 25: 14 bought or addedQ4 25: 17 cut or sold outQ1 26: 9 bought or addedQ1 26: 19 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024918835
Q3 20247561,092
Q4 2024501,535
Q1 20251790
Q2 20252028
Q3 20251022
Q4 20251417
Q1 2026919

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ2 25 calls: $3.3mQ2 25 puts: $3.3mQ2 25P/C 1.00Q3 25 calls: $11.5mQ3 25 puts: $14.8mQ3 25P/C 1.29Q4 25 calls: $19.9mQ4 25 puts: $23.7mQ4 25P/C 1.19Q1 26 calls: $6.3mQ1 26 puts: $6.3mQ1 26P/C 1.00
Numbers
QuarterCallsPutsP/C
Q2 2025$3.3m$3.3m1.00
Q3 2025$11.5m$14.8m1.29
Q4 2025$19.9m$23.7m1.19
Q1 2026$6.3m$6.3m1.00

Biggest buyers

Biggest sellers

VESTOR CAPITAL, LLC Reduced -50,682-50.7k
Tandem Investment Advisors, Inc. Reduced -6,638-6.6k
Covington Investment Advisors Inc. Reduced -648-648
DEARBORN PARTNERS LLC Reduced -603-603
Winning Points Advisors, LLC Sold out -328-328
Archer Investment Corp Sold out -307-307
49 WEALTH MANAGEMENT, LLC Sold out -259-259
First Long Island Investors, LLC Reduced -252-252
Pinnacle West Asset Management, Inc. Reduced -123-123
Byrne Asset Management LLC Reduced -122-122

Biggest calls

Delta Accumulation, LLC Reduced $6.3m6.5k shares

Biggest puts

Delta Accumulation, LLC Reduced $6.3m6.5k 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 Q1 2026

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
404Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 4 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25Q2 25: 0 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 4 sellingQ3 25Q4 25: 0 buyingQ4 25: 2 sellingQ1 26: 0 buyingQ1 26: 4 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—4$163.6m—
Q1 20250—1$21.2m—
Q2 20250—2$25.9m—
Q3 20250—4$74.7m—
Q4 20250—2$15.3m—
Q1 20260—4$124.0m—
DateInsiderTradeSharesPrice ValueTheir holding
2026-02-24 Kushel J. Richard Senior Managing Director Sold 2,000 $1083.05 $2.2m2.0k shares -3%
2026-02-24 Kushel J. Richard Senior Managing Director · By The Kushel Family 2018 Trust Sold 385 $1084.91 $417.7k385 shares -10%
2026-02-23 Cohen Stephen Senior Managing Director Sold 225 $1069.56 $240.7k225 shares -4%
2026-02-11 Goldstein Robert L. Chief Operating Officer Sold 5,293 $1084.22 $5.7m5.3k shares -10%
2026-02-11 Cohen Stephen Senior Managing Director Sold 2,179 $1073.87 $2.3m2.2k shares -25%
2026-02-10 Goldstein Robert L. Chief Operating Officer Sold 54,190 $1087.29 $58.9m54.2k shares -51%
2026-01-21 Kushel J. Richard Senior Managing Director Sold 20,000 $1125.00 $22.5m20.0k shares -24%
2026-01-16 Small Martin CFO & Senior Managing Director Sold 27,047 $1171.14 $31.7m27.0k shares -72%

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Tandem Investment Advisors, Inc. 2.95% of their portfolio CHARLESTON, SC 62,61962.6k $60.2m $60.2m 2.95% Reduced -6.6k -6,638
2 First Long Island Investors, LLC 1.68% of their portfolio JERICHO, NY 21,46721.5k $20.6m $20.6m 1.68% Reduced -252 -252
3 Covington Investment Advisors Inc. 1.85% of their portfolio LIGONIER, PA 13,10513.1k $12.6m $12.6m 1.85% Reduced -648 -648
4 IVY LANE CAPITAL MANAGEMENT, LLC 15.99% of their portfolio WINTER PARK, FL 11,00011.0k $10.6m $10.6m 15.99% Unchanged
5 Kentucky Retirement Systems 0.00% of their portfolio FRANKFORT, KY 10,49010.5k $3.3k $3.3k 0.00% New
6 ASSET PLANNING SERVICES INC /LA/ /ADV 3.15% of their portfolio COVINGTON, LA 7,4717.5k $7.2m $7.2m 3.15% Reduced -45 -45
7 Investment Research & Advisory Group, Inc. 1.79% of their portfolio ATLANTA, GA 5,3375.3k $5.1m $5.1m 1.79% Added +33 +33
8 Blue Edge Capital, LLC 0.60% of their portfolio RICHMOND, VA 4,7094.7k $4.5m $4.5m 0.60% Added +25 +25
9 KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1.49% of their portfolio BRATENAHL, OH 4,4164.4k $4.7m $4.7m 1.49% Reduced -68 -68
10 Red Spruce Capital, LLC 1.31% of their portfolio BERWYN, PA 3,3133.3k $3.2m $3.2m 1.31% Added +38 +38
11 Sterling Investment Advisors, Ltd. 0.58% of their portfolio BERWYN, PA 3,3043.3k $3.2m $3.2m 0.58% Reduced -11 -11
12 Pinnacle West Asset Management, Inc. 1.61% of their portfolio CASPER, WY 2,4572.5k $2.4m $2.4m 1.61% Reduced -123 -123
13 DEARBORN PARTNERS LLC 0.10% of their portfolio CHICAGO, IL 1,9832.0k $1.9m $1.9m 0.10% Reduced -603 -603
14 Byrne Asset Management LLC 0.92% of their portfolio KINGSTON, NJ 1,6301.6k $1.6m $1.6m 0.92% Reduced -122 -122
15 Ironwood Investment Counsel, LLC 0.19% of their portfolio SCOTTSDALE, AZ 1,3551.4k $1.3m $1.3m 0.19% Reduced -36 -36
16 BHK Investment Advisors, LLC 0.28% of their portfolio BIRMINGHAM, AL 857857 $824.6k $824.6k 0.28% Reduced -27 -27
17 AR ASSET MANAGEMENT INC 0.09% of their portfolio WEST HOLLYWOOD, CA 478478 $460.0k $460.0k 0.09% New
18 Mengis Capital Management, Inc. 0.07% of their portfolio PORTLAND, OR 443443 $426.0k $426.0k 0.07% Unchanged
19 CULLINAN ASSOCIATES INC 0.03% of their portfolio LOUISVILLE, KY 410410 $394.3k $394.3k 0.03% Added +210 +210
20 Boit C F David 0.17% of their portfolio BOSTON, MA 400400 $384.7k $384.7k 0.17% Unchanged
21 Hanson & Doremus Investment Management 0.04% of their portfolio BURLINGTON, VT 399399 $384.0k $384.0k 0.04% Unchanged
22 Poehling Capital Management, INC. 0.05% of their portfolio MADISON, WI 259259 $248.9k $248.9k 0.05% Unchanged
23 LVM CAPITAL MANAGEMENT LTD/MI 0.02% of their portfolio PORTAGE, MI 250250 $240.0k $240.0k 0.02% Unchanged
24 Asset Planning,Inc 0.06% of their portfolio LOS ALAMITOS, CA 8989 $85.6k $85.6k 0.06% Unchanged
25 Disciplina Capital Management LLC 0.01% of their portfolio NASHVILLE, TN 7979 $76.3k $76.3k 0.01% Unchanged
26 VESTOR CAPITAL, LLC 0.01% of their portfolio CHICAGO, IL 7878 $75.0k $75.0k 0.01% Reduced -50.7k -50,682
27 Harvest Fund Management Co., Ltd 0.00% of their portfolio BEIJING, F4 4545 $43.0k $43.0k 0.00% Unchanged
28 Joseph Group Capital Management 0.01% of their portfolio COLUMBUS, OH 2626 $25.0k $25.0k 0.01% Added +15 +15
29 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.01% of their portfolio WILLIAMSVILLE, NY 2525 $24.0k $24.0k 0.01% Reduced -3 -3
30 KELLEHER FINANCIAL ADVISORS 0.00% of their portfolio NEW YORK, NY 1515 $15.7k $15.7k 0.00% Reduced -2 -2
31 Sawyer & Company, Inc 0.00% of their portfolio BOSTON, MA 55 $4.8k $4.8k 0.00% Unchanged
32 Turim 21 Investimentos Ltda. 0.00% of their portfolio RIO DE JANEIRO, D5 44 $3.8k $3.8k 0.00% New
33 BURKETT FINANCIAL SERVICES, LLC 0.00% of their portfolio ROCK HILL, SC 33 $3.0k $3.0k 0.00% Unchanged
34 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $1.9k $1.9k 0.00% Unchanged
35 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 22 $1.9k $1.9k 0.00% Unchanged
36 HORIZON FINANCIAL SERVICES, LLC 0.00% of their portfolio WINSTON SALEM, NC 11 $962 $962 0.00% Unchanged
37 Phillip James Consulting Co. 0.00% of their portfolio PLYMOUTH, MN 11 $1.0k $1.0k 0.00% New