BLK · Company research
Blackrock, Inc. (BLK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 158744000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26826 | 28389688000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83 | 87838 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 522 | 552427 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83 | 87838 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1009016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68903 | 66254369 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 743967 | 38939234 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Great Diamond Partners, LLC | 1801112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121880 | 8289059 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| DIVERSIFIED TRUST CO | 1479844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 224500 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10340 | 9942944 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71425 | 1624919 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 696324 | 36445622 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210 | 201928 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cambridge Advisors Inc. | 1633695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 406 | 390393 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Roundview Capital LLC | 1476804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 948 | 911559 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7406 | 7121313 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1175 | 1129833 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ACCESS FINANCIAL SERVICES, INC. | 1699622 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33785 | 546303 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Marion Wealth Management | 1911097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2841 | 2731733 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 2109861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4154 | 209443 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76395 | 73458376 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74830 | 640545 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3337 | 41078 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 507 | 487 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Santa Clara Valley Transportation Authority | 2043469 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 601823 | 49855017 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338 | 325007 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| King Wealth Management Group | 1568235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1149 | 1105 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69174 | 66514952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alvarez & Marsal Private Wealth Partners, LLC | 2109121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219 | 210582 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Eukles Asset Management | 1632553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 630 | 16475 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ValueAct Holdings, L.P. | 1418814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 581700 | 559339452 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 2103310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26321 | 25309221 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Montecito Bank & Trust | 1422508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87212 | 4418160 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 1068979 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3401 | 3334757 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BTG Pactual Asset Management US LLC | 1569579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49692 | 591335 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3788 | 220386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Philadelphia Investment Partners, LLC | 2131511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111258 | 5627454 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FLAGSTAR SECURITIES, INC | 1117233 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5315 | 278211 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Retirement Investment Advisors, Inc. | 1957886 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 308517 | 29426351 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6450 | 6202062 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Voya Financial Advisors, Inc. | 1424367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1074 | 1020483 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Shaker Financial Services, LLC | 1511794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301450 | 3765111 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Aspire Private Capital, LLC | 1767340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31032 | 2110483 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| NorthCrest Asset Manangement, LLC | 1893159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20863 | 21273953 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Pinnacle Family Advisors, LLC | 1679064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10810 | 735188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2615 | 40140 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRETHORN WEALTH PARTNERS, LLC | 1845743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123848 | 8422871 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Veltria Advisors Corp. | 1941369 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17852 | 926697 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Andrew Hill Investment Advisors, Inc. | 1897071 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25704 | 584784 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| FIRST AMERICAN BANK | 1291422 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2434 | 2340438 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Tradewinds, LLC. | 1932342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16233 | 5248369 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CPR Investments Inc. | 1775053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11712 | 589936 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24905 | 224892 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66706 | 64141821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aegis Wealth Management LLC | 1628818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 480 | 461549 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1789 | 1720231 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Presidio Capital Management, LLC | 1931750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 445207 | 30278512 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| UNIVEST FINANCIAL Corp | 102212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14213 | 13666367 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| B. Riley Wealth Advisors, Inc. | 1464811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62211 | 4195529 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1112 | 11287 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 925953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3020 | 2903663 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Aureus Asset Management, LLC | 1381296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74935 | 3889876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12913 | 116604 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| New Capital Management LP | 1696731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218332 | 11427494 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4116 | 3957520 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 699 | 672130 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| TOTH FINANCIAL ADVISORY CORP | 866780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12835 | 12341307 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| DUDLEY CAPITAL MANAGEMENT, LLC | 1965760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23725 | 1241773 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54920 | 2874525 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34160 | 1701186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13779 | 466144 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1055 | 12238 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12317 | 11843535 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ENDEAVOR PRIVATE WEALTH, INC. | 1906023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209121 | 14222338 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 1013234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1704 | 1638498 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FourThought Financial Partners, LLC | 1956790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10911 | 10491917 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Heck Capital Advisors, LLC | 2046227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130556 | 8879116 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 93271 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FORM Wealth Advisors, LLC | 2053294 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2147451 | 146048139 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 284622 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.