BLACKROCK INC (BLK)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
118
Reporting holders
$366.5M
Reported value
0.0%
Calls
0.0%
Puts
-2,190
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $48.2M | 45,566 | 0.73% | 7q | +2.1%+$990.6K |
| ROCKLAND TRUST CO | $35.7M | 33,758 | 1.37% | 7q | +3.3%+$1.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $35.2M | 33,276 | 0.42% | 9q | HELD |
| PARK NATIONAL CORP /OH/ | $28.5M | 26,965 | 0.77% | 7q | -1.1%-$321.7K |
| Venture Visionary Partners LLC | $19.6M | 18,507 | 0.51% | 8q | +6.6%+$1.2M |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $16.9M | 15,960 | 2.84% | 9q | -3.8%-$673.1K |
| MassMutual Private Wealth & Trust, FSB | $16.5M | 15,586 | 0.44% | 8q | -5.8%-$1.0M |
| TOTH FINANCIAL ADVISORY CORP | $14.1M | 13,312 | 1.41% | 8q | +3.7%+$504.8K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $11.1M | 10,500 | 2.10% | 7q | HELD |
| TOMPKINS FINANCIAL CORP | $10.9M | 10,261 | 0.77% | 7q | -1.4%-$155.6K |
| Private Capital Advisors, Inc. | $9.1M | 8,613 | 0.79% | 9q | -1.5%-$137.6K |
| Farther Finance Advisors, LLC | $6.3M | 5,912 | 0.04% | 8q | +34.8%+$1.6M |
| Mirador Capital Partners LP | $6.0M | 5,712 | 0.70% | 8q | +1.2%+$72.0K |
| GAMMA Investing LLC | $6.0M | 5,663 | 0.20% | 9q | +5.2%+$298.4K |
| Stonebridge Financial Group, LLC | $5.6M | 5,336 | 0.42% | 8q | +2.9%+$160.9K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $5.3M | 5,049 | 0.12% | 9q | +6.7%+$336.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $4.8M | 4,516 | 0.41% | 6q | -4.7%-$234.9K |
| Avidian Wealth Enterprises, LLC | $4.4M | 4,181 | 0.12% | 8q | HELD |
| Iowa State Bank | $3.7M | 3,473 | 0.62% | 7q | -1.9%-$73.0K |
| Red Spruce Capital, LLC | $3.5M | 3,351 | 1.25% | 2q | HELD |
| YHB Investment Advisors, Inc. | $3.5M | 3,317 | 0.22% | 4q | +2.9%+$99.5K |
| Central Pacific Bank - Trust Division | $3.5M | 3,286 | 0.37% | 7q | -8.8%-$335.5K |
| Stokes Capital Advisors, LLC | $3.0M | 2,808 | 0.65% | 3q | +411.5%+$2.4M |
| Legacy Private Trust Co. | $2.8M | 2,680 | 0.16% | 8q | HELD |
| Valeo Financial Advisors, LLC | $2.8M | 2,668 | 0.06% | 9q | +1.9%+$51.9K |
| Wedmont Private Capital | $2.8M | 2,616 | 0.07% | 8q | +4.4%+$117.2K |
| ARGUS INVESTORS' COUNSEL, INC. | $2.5M | 2,374 | 1.95% | 9q | -0.8%-$19.1K |
| CYPRESS ASSET MANAGEMENT INC/TX | $2.4M | 2,307 | 0.48% | 8q | -5.3%-$137.6K |
| PFW Advisors LLC | $2.3M | 2,179 | 0.68% | 8q | HELD |
| Lincoln Capital LLC | $2.1M | 2,023 | 0.38% | 8q | HELD |
| Paladin Partners, LLC | $2.1M | 1,975 | 1.29% | 2q | HELD |
| Montecito Bank & Trust | $1.8M | 1,730 | 0.28% | 6q | HELD |
| O'Keefe Stevens Advisory, Inc. | $1.8M | 1,722 | 0.37% | 8q | +12.4%+$201.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.7M | 1,636 | 0.12% | 7q | -1.3%-$22.2K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.6M | 1,513 | 0.38% | 8q | +1.6%+$25.4K |
| Legacy Wealth Asset Management, LLC | $1.5M | 1,380 | 0.32% | 8q | -30.3%-$634.0K |
| Bangor Savings Bank | $1.5M | 1,374 | 0.11% | 7q | -3.1%-$46.6K |
| Greenfield Savings Bank | $1.4M | 1,356 | 0.54% | 8q | -3.0%-$44.4K |
| Coastline Trust Co | $1.4M | 1,312 | 0.13% | 8q | -5.9%-$87.8K |
| Everhart Financial Group, Inc. | $1.3M | 1,270 | 0.08% | 8q | +3.5%+$45.5K |
| Investors Research Corp | $1.3M | 1,231 | 0.23% | 8q | -5.8%-$80.4K |
| Atlas Brown,Inc. | $1.2M | 1,092 | 0.30% | 9q | +0.6%+$7.4K |
| Bullock Wealth Management Group | $1.1M | 1,039 | 0.46% | 11q | +1.4%+$14.9K |
| Crumly & Associates Inc. | $986.0K | 932 | 0.17% | 8q | +2.4%+$23.3K |
| Elm3 Financial Group, LLC | $984.3K | 930 | 0.66% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $952.9K | 900 | 0.07% | 8q | HELD |
| Hummer Financial Advisory Services Inc | $836.0K | 790 | 0.55% | 8q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $826.5K | 781 | 0.59% | 4q | +4.7%+$37.0K |
| Apella Capital, LLC | $821.7K | 768 | 0.01% | 5q | +40.7%+$237.5K |
| Roxbury Financial LLC | $808.9K | 764 | 0.62% | 8q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $753.4K | 712 | 0.11% | 9q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $710.1K | 671 | 0.17% | 8q | +2.8%+$19.0K |
| RIVERSEDGE ADVISORS, LLC | $645.9K | 610 | 0.08% | 5q | +17.5%+$96.4K |
| Marathon Mission, Inc. | $645.6K | 610 | 0.33% | 7q | +5.5%+$33.9K |
| Sound Income Strategies, LLC | $627.8K | 589 | 0.03% | new | NEW |
| Boltwood Capital Management | $623.3K | 589 | 0.14% | 7q | -8.1%-$55.0K |
| LifeGoal Investments, LLC | $576.9K | 545 | 0.18% | 3q | +26.7%+$121.7K |
| Trust Co | $570.4K | 539 | 0.05% | 7q | +2.9%+$15.9K |
| Whalen Wealth Management Inc. | $564.1K | 533 | 0.24% | new | NEW |
| Hickory Point Bank & Trust | $563.0K | 532 | 0.34% | 8q | HELD |
| Versant Capital Management, Inc | $539.7K | 510 | 0.05% | 9q | +14.9%+$69.8K |
| Grove Bank & Trust | $461.4K | 436 | 0.05% | 7q | -15.0%-$81.5K |
| Shulman DeMeo Asset Management LLC | $459.2K | 431 | 0.09% | 3q | -2.9%-$13.9K |
| Cooper Financial Group | $456.8K | 432 | 0.04% | 7q | +10.5%+$43.4K |
| Gouws Capital LLC | $454.0K | 429 | 0.21% | 7q | HELD |
| Canandaigua National Trust Co of Florida | $446.6K | 422 | 0.25% | 6q | +12.2%+$48.7K |
| Exchange Bank | $445.5K | 421 | 0.28% | 8q | -3.4%-$15.9K |
| Violich Capital Management, Inc. | $423.3K | 400 | 0.05% | 6q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $415.3K | 392 | 0.08% | 7q | HELD |
| Weaver Consulting Group | $402.1K | 380 | 0.08% | 7q | +2.4%+$9.5K |
| JUNCTURE WEALTH STRATEGIES, LLC | $384.2K | 363 | 0.10% | 2q | +2.0%+$7.4K |
| Douglas Lane & Associates, LLC | $383.1K | 362 | 0.01% | 8q | -11.5%-$49.7K |
| ARMSTRONG ADVISORY GROUP, INC | $379.8K | 359 | 0.02% | 8q | HELD |
| CoreCap Advisors, LLC | $374.7K | 354 | 0.01% | 8q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $368.3K | 348 | 0.11% | 9q | -8.2%-$32.8K |
| Breakwater Capital Group | $367.2K | 347 | 0.04% | 7q | -5.4%-$21.2K |
| Bank of New Hampshire | $364.1K | 344 | 0.08% | 7q | HELD |
| DIVERSIFIED MANAGEMENT INC | $358.8K | 339 | 0.06% | 4q | +1.5%+$5.3K |
| Rosenberg Matthew Hamilton | $353.5K | 334 | 0.06% | 9q | -1.5%-$5.3K |
| Peoples Bank/KS | $342.9K | 324 | 0.33% | 6q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $336.5K | 318 | 0.03% | 7q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $330.2K | 312 | 0.09% | 7q | -1.0%-$3.2K |
| DAVIDSON TRUST CO | $317.5K | 300 | 0.13% | 8q | HELD |
| Echo45 Advisors LLC | $315.4K | 298 | 0.14% | 7q | +43.3%+$95.2K |
| FIRST COMMUNITY TRUST NA | $310.1K | 293 | 0.10% | 7q | -3.9%-$12.7K |
| AMERICAN NATIONAL BANK & TRUST | $308.0K | 291 | 0.03% | 8q | HELD |
| Aventus Investment Advisors, Inc. | $306.9K | 290 | 0.22% | 6q | +1.4%+$4.2K |
| Wealth Enhancement Trust Services, Inc. | $304.8K | 288 | 0.03% | 4q | -71.1%-$751.4K |
| Vann Equity Management LLC | $295.3K | 279 | 0.18% | 3q | -3.1%-$9.5K |
| New Covenant Trust Company, N.A. | $295.3K | 279 | 0.20% | 7q | +12.5%+$32.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $276.3K | 261 | 0.02% | 8q | HELD |
| Green Ridge Wealth Planning LLC | $259.3K | 245 | 0.10% | 4q | -5.0%-$13.8K |
| Monument Capital Management | $256.3K | 242 | 0.05% | 6q | -4.7%-$12.7K |
| General Partner, Inc. | $250.8K | 237 | 0.13% | 8q | HELD |
| Balefire, LLC | $245.5K | 232 | 0.04% | 2q | +6.9%+$15.9K |
| Montz Harcus Wealth Management LLC | $244.0K | 231 | 0.09% | 3q | +0.9%+$2.1K |
| Global Wealth Strategies & Associates | $231.8K | 219 | 0.04% | new | NEW |
| CHAPIN DAVIS, INC. | $228.6K | 216 | 0.04% | 7q | HELD |
| American National Bank of Texas | $223.3K | 211 | 0.20% | new | NEW |
| Bath Savings Trust Co | $214.8K | 203 | 0.02% | new | NEW |
Showing the largest 100 of 123 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-28 | FINK LAURENCE | Chairman and CEO | Sold | 33,900 | $35.6M ×4 |
| 2026-07-16 | Meade Christopher J. | General Counsel and CLO | Sold | 18,095 | $19.9M ×2 |
| 2026-04-27 | KAPITO ROBERT | President | Sold | 8,739 | $9.2M ×3 |
| 2026-07-16 | FINK LAURENCE | Chairman and CEO | Sold | 1,905 | $2.1M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 118 | $366.5M | 346,280 | 10 | 40 | 30 | 0.0% |
| Q2 2026 | 2,308 | $128.6B | 130,178,244 | 135 | 843 | 790 | 2.7% |
| Q1 2026 | 2,298 | $119.9B | 122,094,294 | 127 | 811 | 852 | 2.2% |
| Q4 2025 | 2,386 | $129.6B | 118,395,780 | 150 | 809 | 745 | 2.3% |
| Q3 2025 | 2,249 | $139.3B | 116,966,762 | 179 | 760 | 734 | 2.2% |
| Q2 2025 | 2,200 | $128.6B | 119,907,206 | 186 | 803 | 726 | 2.2% |
| Q1 2025 | 2,155 | $113.5B | 117,448,899 | 330 | 706 | 691 | 2.3% |
| Q4 2024 | 1,965 | $123.0B | 116,755,736 | 1,658 | 50 | 64 | 2.8% |
| Q3 2024 | 180 | $1.3B | 1,308,050 | 174 | 3 | 0 | 0.0% |
| Q2 2024 | 6 | $2.9M | 3,629 | 1 | 0 | 1 | 0.0% |
| Q1 2024 | 6 | $19.3M | 20,906 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 3 | $1.9M | 2,398 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 3 | $1.6M | 2,398 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 3 | $1.7M | 2,473 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 2 | $1.6M | 2,326 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 3 | $1.7M | 2,461 | 0 | 0 | 1 | 0.0% |
| Q3 2022 | 3 | $1.4M | 2,491 | 0 | 1 | 0 | 0.0% |
| Q2 2022 | 2 | $109.7K | 180 | 0 | 1 | 1 | 0.0% |
| Q1 2022 | 2 | $212.5K | 278 | 0 | 0 | 1 | 0.0% |
| Q4 2021 | 1 | $114.4K | 125 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $99.0K | 118 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $103.2K | 118 | 0 | 1 | 0 | 0.0% |
| Q1 2021 | 1 | $13.6K | 18 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 1 | $10.8K | 15 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $8.5K | 15 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 1 | $6.0K | 11 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $4.8K | 11 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $5.5K | 11 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $4.9K | 11 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $4.7K | 11 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $4.3K | 11 | 0 | 0 | 0 | 0.0% |