Vault-13

BLACKROCK INC BLK

COM · Common Stock · CUSIP 09290D101 · ISIN US09290D1019

179 institutional holders +174 vs Q2 2024
1,306,8111.3m shares reported held*
$1.3bnreported value*
172 new 2 added 0 reduced 1 sold out net bought ≈ $1.2bn (+1.3m 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 ≈ $962.68.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 3Q4 22: 3Q1 23: 2Q2 23: 3Q3 23: 3Q4 23: 3Q1 24: 5Q2 24: 5Q3 24: 179179Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20232
Q2 20233
Q3 20233
Q4 20233
Q1 20245
Q2 20245
Q3 2024179

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 0 bought or addedQ4 22: 1 cut or sold outQ1 23: 1 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 1 bought or addedQ2 23: 0 cut or sold outQ3 23: 0 bought or addedQ3 23: 1 cut or sold outQ3 23Q4 23: 0 bought or addedQ4 23: 0 cut or sold outQ1 24: 3 bought or addedQ1 24: 0 cut or sold outQ1 24Q2 24: 2 bought or addedQ2 24: 2 cut or sold outQ3 24: 174 bought or addedQ3 24: 1 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q1 202311
Q2 202310
Q3 202301
Q4 202300
Q1 202430
Q2 202422
Q3 20241741

Biggest buyers

EAGLE ASSET MANAGEMENT INC New +174,605+174.6k
FIDUCIARY MANAGEMENT INC /WI/ New +148,335+148.3k
GREAT LAKES ADVISORS, LLC New +145,286+145.3k
Bahl & Gaynor LLC New +64,896+64.9k
Ensign Peak Advisors, Inc New +59,359+59.4k
VAUGHAN DAVID INVESTMENTS LLC/IL New +55,017+55.0k
Madison Asset Management, LLC New +39,023+39.0k
VAN ECK ASSOCIATES CORP New +34,015+34.0k
FRANKLIN STREET ADVISORS INC /NC New +33,778+33.8k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC New +33,140+33.1k

Biggest sellers

Caitlin John, LLC Sold out -8-8

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-27 6.9% new 10.7m≈ $10.3bn 2026-04-27

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q3 2024

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.

None reported in Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 EAGLE ASSET MANAGEMENT INC 0.93% of their portfolio ST PETERSBURG, FL 174,605174.6k $181.5m $181.5m 0.93% New
2 FIDUCIARY MANAGEMENT INC /WI/ 1.23% of their portfolio MILWAUKEE, WI 148,335148.3k $140.8m $140.8m 1.23% New
3 GREAT LAKES ADVISORS, LLC 1.15% of their portfolio CHICAGO, IL 145,286145.3k $138.0m $138.0m 1.15% New
4 Bahl & Gaynor LLC 0.32% of their portfolio CINCINNATI, OH 64,89664.9k $61.6m $61.6m 0.32% New
5 Ensign Peak Advisors, Inc 0.10% of their portfolio SALT LAKE CITY, UT 59,35959.4k $56.4m $56.4m 0.10% New
6 VAUGHAN DAVID INVESTMENTS LLC/IL 1.20% of their portfolio PEORIA, IL 55,01755.0k $52.2m $52.2m 1.20% New
7 Madison Asset Management, LLC 0.42% of their portfolio MADISON, WI 39,02339.0k $37.1m $37.1m 0.42% New
8 VAN ECK ASSOCIATES CORP 0.04% of their portfolio NEW YORK, NY 34,01534.0k $33.6m $33.6m 0.04% New
9 FRANKLIN STREET ADVISORS INC /NC 2.16% of their portfolio CHAPEL HILL, NC 33,77833.8k $32.1m $32.1m 2.16% New
10 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.61% of their portfolio PORTLAND, OR 33,14033.1k $31.5m $31.5m 0.61% New
11 Azimuth Capital Investment Management LLC 1.20% of their portfolio BLOOMFIELD HILLS, MI 32,46832.5k $30.8m $30.8m 1.20% New
12 ARGENT CAPITAL MANAGEMENT LLC 0.74% of their portfolio ST LOUIS, MO 28,20528.2k $26.8m $26.8m 0.74% New
13 Stonebridge Capital Advisors LLC 2.01% of their portfolio ST PAUL, MN 25,98526.0k $24.7m $24.7m 2.01% New
14 ST GERMAIN D J CO INC 0.96% of their portfolio SPRINGFIELD, MA 22,07022.1k $21.0m $21.0m 0.96% New
15 MainStreet Investment Advisors LLC 2.76% of their portfolio CHICAGO, IL 21,88221.9k $20.8m $20.8m 2.76% New
16 First Fiduciary Investment Counsel, Inc. 3.74% of their portfolio CLEVELAND, OH 19,66419.7k $18.7m $18.7m 3.74% New
17 NORTH POINT PORTFOLIO MANAGERS CORP/OH 2.87% of their portfolio ORANGE VILLAGE, OH 18,84418.8k $17.9m $17.9m 2.87% New
18 Bogart Wealth, LLC 0.70% of their portfolio MCLEAN, VA 15,63515.6k $14.8m $14.8m 0.70% New
19 Allen Mooney & Barnes Investment Advisors LLC 2.51% of their portfolio THOMASVILLE, GA 15,51915.5k $14.7m $14.7m 2.51% New
20 Tenere Capital LLC 3.83% of their portfolio NEW YORK, NY 15,18615.2k $14.4m $14.4m 3.83% New
21 FourThought Financial Partners, LLC 1.69% of their portfolio VENICE, FL 14,96915.0k $14.2m $14.2m 1.69% New
22 RESOURCES MANAGEMENT CORP /CT/ /ADV 1.84% of their portfolio WEST HARTFORD, CT 14,37514.4k $13.7m $13.7m 1.84% New
23 Exchange Capital Management, Inc. 1.95% of their portfolio Ann Arbor, MI 12,87512.9k $12.2m $12.2m 1.95% New
24 Parallel Advisors, LLC 0.26% of their portfolio SAN FRANCISCO, CA 11,74811.7k $11.2m $11.2m 0.26% New
25 Gulf International Bank (UK) Ltd 0.29% of their portfolio LONDON, X0 11,73011.7k $11.1m $11.1m 0.29% New
26 FORTE CAPITAL LLC /ADV 1.16% of their portfolio ROCHESTER, NY 10,76210.8k $10.2m $10.2m 1.16% New
27 Private Capital Advisors, Inc. 1.01% of their portfolio DARIEN, CT 9,7479.7k $9.3m $9.3m 1.01% New
28 Cyrus J. Lawrence, LLC 1.58% of their portfolio NEW YORK, NY 8,4768.5k $8.0m $8.0m 1.58% New
29 GRAYBILL WEALTH MANAGEMENT, LTD. 2.87% of their portfolio ELMHURST, IL 8,1538.2k $7.7m $7.7m 2.87% New
30 NICHOLAS COMPANY, INC. 0.12% of their portfolio MILWAUKEE, WI 7,9758.0k $7.6m $7.6m 0.12% New
31 DEAN INVESTMENT ASSOCIATES, LLC 0.96% of their portfolio BEAVERCREEK, OH 7,4597.5k $7.1m $7.1m 0.96% New
32 HARBOR INVESTMENT ADVISORY, LLC 0.69% of their portfolio LUTHERVILLE, MD 7,3537.4k $7.0m $7.0m 0.69% New
33 American Money Management, LLC 1.39% of their portfolio Rancho Santa Fe, CA 7,3107.3k $6.9m $6.9m 1.39% New
34 Sandhill Capital Partners LLC 0.47% of their portfolio BUFFALO, NY 6,8726.9k $6.5m $6.5m 0.47% New
35 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 6,6406.6k $6.3m $6.3m 0.02% New
36 LYELL WEALTH MANAGEMENT, LP 0.48% of their portfolio MENLO PARK, CA 5,5965.6k $5.3m $5.3m 0.48% New
37 TWIN CAPITAL MANAGEMENT INC 0.57% of their portfolio MCMURRAY, PA 5,3405.3k $5.1m $5.1m 0.57% New
38 Baldwin Investment Management, LLC 0.59% of their portfolio WEST CONSHOHOCKEN, PA 4,9585.0k $4.7m $4.7m 0.59% New
39 L & S Advisors Inc 0.47% of their portfolio Los Angeles, CA 4,7814.8k $4.5m $4.5m 0.47% New
40 ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.09% of their portfolio EDMONDS, WA 4,4684.5k $4.2m $4.2m 0.09% New
41 Avior Wealth Management, LLC 0.17% of their portfolio OMAHA, NE 4,3944.4k $4.2m $4.2m 0.17% New
42 Greenline Partners, LLC 0.58% of their portfolio NEW YORK, NY 4,2484.2k $4.0m $4.0m 0.58% New
43 Front Row Advisors LLC 1.35% of their portfolio TIBURON, CA 3,9944.0k $3.8m $3.8m 1.35% New
44 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.27% of their portfolio CEDAR RAPIDS, IA 3,9493.9k $3.8m $3.8m 0.27% New
45 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.92% of their portfolio PRINCETON, NJ 3,6393.6k $3.5m $3.5m 0.92% New
46 Valeo Financial Advisors, LLC 0.09% of their portfolio CARMEL, IN 3,4673.5k $3.3m $3.3m 0.09% New
47 Wellington Shields Capital Management, LLC 0.57% of their portfolio NEW YORK, NY 3,4273.4k $3.3m $3.3m 0.57% New
48 New England Research & Management, Inc. 1.51% of their portfolio CHICAGO, IL 3,3833.4k $3.2m $3.2m 1.51% New
49 Fifth Third Wealth Advisors LLC 0.19% of their portfolio Cincinnati, OH 3,3383.3k $3.2m $3.2m 0.19% New
50 ARGUS INVESTORS' COUNSEL, INC. 2.03% of their portfolio NEW YORK, NY 3,2813.3k $3.1m $3.1m 2.03% New
51 COMMERZBANK AKTIENGESELLSCHAFT /FI 0.08% of their portfolio FRANKFURT, 2M 3,1483.1k $3.0m $3.0m 0.08% New
52 STUDIO INVESTMENT MANAGEMENT LLC 0.61% of their portfolio CHICAGO, IL 3,0763.1k $2.9m $2.9m 0.61% New
53 GAMMA Investing LLC 0.29% of their portfolio FOSTER CITY, CA 3,0513.1k $2.9m $2.9m 0.29% New
54 Providence First Trust Co 1.09% of their portfolio SCOTTSDALE, AZ 2,7052.7k $2.6m $2.6m 1.09% New
55 CHILTON INVESTMENT CO INC. 0.06% of their portfolio STAMFORD, CT 2,4282.4k $2.3m $2.3m 0.06% New
56 HIGHLINE WEALTH PARTNERS LLC 0.74% of their portfolio SHERMAN OAKS, CA 2,3342.3k $2.2m $2.2m 0.74% Added +28 +28
57 HighPoint Advisor Group LLC 0.11% of their portfolio DOWNERS GROVE, IL 2,0702.1k $2.0m $2.0m 0.11% New
58 Moloney Securities Asset Management, LLC 0.26% of their portfolio MANCHESTER, MO 2,0692.1k $2.0m $2.0m 0.26% New
59 Harvest Investment Advisors, LLC 1.29% of their portfolio TALLAHASSEE, FL 1,9952.0k $1.9m $1.9m 1.29% New
60 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.07% of their portfolio RICHMOND, VA 1,9501.9k $1.9m $1.9m 0.07% New
61 CAPITAL MANAGEMENT ASSOCIATES /NY/ 2.01% of their portfolio NEW YORK, NY 1,9001.9k $1.8m $1.8m 2.01% New
62 J. L. Bainbridge & Co., Inc. 0.17% of their portfolio SARASOTA, FL 1,8211.8k $1.7m $1.7m 0.17% New
63 HUDSON EDGE INVESTMENT PARTNERS INC. 0.31% of their portfolio JERSEY CITY, NJ 1,7661.8k $1.7m $1.7m 0.31% New
64 DMC Group, LLC 1.35% of their portfolio BIRMINGHAM, AL 1,7611.8k $1.7m $1.7m 1.35% New
65 Icon Wealth Advisors, LLC 0.14% of their portfolio HOUSTON, TX 1,7221.7k $1.6m $1.6m 0.14% New
66 BIRINYI ASSOCIATES INC 0.47% of their portfolio Westport, CT 1,7191.7k $1.6m $1.6m 0.47% New
67 SYON CAPITAL LLC 0.14% of their portfolio SAN FRANCISCO, CA 1,6641.7k $1.6m $1.6m 0.14% New
68 9258 Wealth Management, LLC 0.23% of their portfolio BLUE ASH, OH 1,6551.7k $1.6m $1.6m 0.23% New
69 SENTINEL TRUST CO LBA 0.18% of their portfolio HOUSTON, TX 1,6251.6k $1.5m $1.5m 0.18% New
70 Atlantic Union Bankshares Corp 0.09% of their portfolio GLEN ALLEN, VA 1,5681.6k $1.5m $1.5m 0.09% New
71 Waterloo Capital, L.P. 0.16% of their portfolio AUSTIN, TX 1,5361.5k $1.5m $1.5m 0.16% New
72 CIM INVESTMENT MANAGEMENT INC 0.43% of their portfolio PITTSBURGH, PA 1,5161.5k $1.4m $1.4m 0.43% New
73 Graypoint LLC 0.09% of their portfolio Albany, NY 1,4731.5k $1.4m $1.4m 0.09% New
74 Arkadios Wealth Advisors 0.08% of their portfolio ATLANTA, GA 1,4481.4k $1.4m $1.4m 0.08% New
75 Colonial Trust Advisors 0.12% of their portfolio SPARTANBURG, SC 1,4441.4k $1.4m $1.4m 0.12% New
76 Colonial Trust Co / SC 0.20% of their portfolio SPARTANBURG, SC 1,3651.4k $1.3m $1.3m 0.20% New
77 Morningstar Investment Management LLC 0.13% of their portfolio CHICAGO, IL 1,3591.4k $1.3m $1.3m 0.13% New
78 Lindbrook Capital, LLC 0.11% of their portfolio CALABASAS, CA 1,3531.4k $1.3m $1.3m 0.11% New
79 Wellington Shields & Co., LLC 0.39% of their portfolio NEW YORK, NY 1,3481.3k $1.3m $1.3m 0.39% New
80 Canton Hathaway, LLC 0.29% of their portfolio PROVIDENCE, RI 1,2161.2k $1.2m $1.2m 0.29% New
81 Quantitative Investment Management, LLC 0.11% of their portfolio CHARLOTTESVILLE, VA 1,2001.2k $1.1m $1.1m 0.11% New
82 Schechter Investment Advisors, LLC 0.08% of their portfolio BIRMINGHAM, MI 1,1771.2k $1.1m $1.1m 0.08% New
83 KORNITZER CAPITAL MANAGEMENT INC /KS 0.02% of their portfolio SHAWNEE MISSION, KS 1,1551.2k $1.1m $1.1m 0.02% New
84 Livforsakringsbolaget Skandia, Omsesidigt 0.06% of their portfolio Stockholm, V7 1,1051.1k $1.0m $1.0m 0.06% New
85 Jaffetilchin Investment Partners, LLC 0.08% of their portfolio TAMPA, FL 1,0691.1k $1.0m $1.0m 0.08% New
86 Atlas Brown,Inc. 0.35% of their portfolio LOUISVILLE, KY 1,0631.1k $1.0m $1.0m 0.35% New
87 Heritage Wealth Advisors 0.05% of their portfolio RICHMOND, VA 1,0611.1k $1.0m $1.0m 0.05% New
88 Pinnacle Wealth Planning Services, Inc. 0.14% of their portfolio MANSFIELD, OH 1,0501.1k $997.0k $997.0k 0.14% New
89 Aster Capital Management (DIFC) Ltd 0.21% of their portfolio DUBAI, C0 1,0001.0k $949.5k $949.5k 0.21% First filing
90 Waterway Wealth Management, LLC 0.39% of their portfolio THE WOODLANDS, TX 949949 $901.4k $901.4k 0.39% New
91 Douglass Winthrop Advisors, LLC 0.02% of their portfolio NEW YORK, NY 934934 $886.8k $886.8k 0.02% New
92 WIMMER ASSOCIATES 1, LLC 0.43% of their portfolio PASADENA, CA 929929 $882.1k $882.1k 0.43% New
93 Williams Jones Wealth Management, LLC. 0.01% of their portfolio NEW YORK, NY 900900 $854.6k $854.6k 0.01% New
94 Catalyst Funds Management Pty Ltd 0.19% of their portfolio SYDNEY NSW, C3 900900 $854.6k $854.6k 0.19% New
95 Crestwood Advisors Group, LLC 0.02% of their portfolio BOSTON, MA 877877 $833.1k $833.1k 0.02% New
96 Fortitude Family Office, LLC 0.32% of their portfolio SCOTTSDALE, AZ 842842 $799.5k $799.5k 0.32% New
97 BURNS J W & CO INC/NY 0.10% of their portfolio DEWITT, NY 840840 $797.6k $797.6k 0.10% New
98 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 835835 $793.3k $793.3k 0.08% New
99 PATRON PARTNERS, LLC 0.44% of their portfolio HOUSTON, TX 833833 $791.2k $791.2k 0.44% New
100 Aureus Asset Management, LLC 0.05% of their portfolio BOSTON, MA 827827 $785.2k $785.2k 0.05% New