BlackRock FinanceBLK

13F holders, Q4 2024 (December 31)
126holders −1,510
11new positions
198sold out
$941.73avg. 13F price*

At the end of Q4 2024, 126 institutions reported holding BlackRock Finance Inc. (BLK) in their 13F filings, down 1,510 from Q3 2024. 11 opened new positions and 198 sold out. The largest holders were Beutel, Goodman & Co Ltd. ($261.6M), DekaBank Deutsche Girozentrale ($193.0M) and Tandem Investment Advisors, Inc. ($73.6M).

Company
BlackRock Finance Inc.
CUSIP
09247X101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 1,947Q1 2024Q2 2024: 1,943Q2 2024Q3 2024: 1,636Q3 2024Q4 2024: 126Q4 2024Q1 2025: 54Q1 2025Q2 2025: 43Q2 2025Q3 2025: 41Q3 2025Q4 2025: 38Q4 2025Q1 2026: 37Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$73.4M
Exits198$2.0B

All 13F filers, Q3 2024 → Q4 2024: 86,786 shares bought and 2,300,488 shares sold, net −2,213,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 126 holders

Beutel, Goodman & Co Ltd. 1.42% Reduce -33.5% 255,210 $261.6M
DekaBank Deutsche Girozentrale 0.36% No change 265,494 $193.0M
Tandem Investment Advisors, Inc. 2.79% Reduce -17.1% 71,807 $73.6M
DNB Asset Management AS 0.28% Add +23.8% 62,355 $63.9M
Mediolanum International Funds Ltd 0.68% New 50,845 $52.1M
Dearborn Partners LLC 1.70% Reduce -1.6% 39,529 $40.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.26% No change 29,400 $30.1M
First Long Island Investors, LLC 2.23% Add +0.0% 27,387 $28.1M
Cibc World Markets Corp. 0.14% Reduce -16.0% 23,111 $23.7M
Vantage Wealth 5.05% Reduce -8.9% 22,865 $23.4M
Ivy Lane Capital Management, LLC 11.01% No change 19,900 $20.4M
Generate Investment Management Ltd 1.23% New 17,203 $17.6M
Covington Investment Advisors Inc. 2.29% Reduce -0.4% 14,874 $15.2M
Orion Porfolio Solutions, LLC 0.14% Reduce -2.1% 13,598 $13.9M
Orion Portfolio Solutions, LLC 0.14% Reduce -2.1% 13,598 $13.9M
Talbot Financial, LLC 1.45% Reduce -2.6% 11,914 $12.2M
Arthur M. Cohen & Associates, LLC 2.04% Reduce -2.4% 11,213 $11.5M
Asset Planning Services Inc. /La/ 4.00% Add +0.0% 8,006 $8.2M
Kintegral Advisory, LLC 0.74% Reduce -4.5% 7,638 $7.8M
Investment Research & Advisory Group, Inc. 2.26% Add +0.1% 5,308 $5.4M
Vinva Investment Management Ltd 0.21% Reduce -14.2% 5,252 $5.4M
Fisher Funds Management LTD 0.12% — 5,441 $5.1M
Blue Edge Capital, LLC 0.78% Reduce -0.4% 4,825 $4.9M
Osprey Private Wealth LLC 3.44% Add +1.3% 4,807 $4.9M
Kera Capital Partners, Inc. 1.28% — 4,326 $4.4M
Red Spruce Capital, LLC 1.46% Add +6.6% 3,217 $3.3M
Sterling Investment Advisors, Ltd. 0.80% Reduce -4.2% 3,215 $3.3M
Kirtland Hills Capital Management, LLC 1.88% Add +4.4% 2,863 $2.9M
Lederer & Associates Investment Counsel 2.02% Reduce -3.0% 2,826 $2.9M
Harmony Asset Management LLC 1.09% No change 2,694 $2.8M
Farrow Financial, Inc. 1.79% Add +3.4% 2,679 $2.8M
Pinnacle West Asset Management, Inc. 1.95% Add +5.0% 2,662 $2.7M
Garner Asset Management Corp 1.22% Add +25.8% 3,412 $2.7M
Scott & Selber, Inc. 0.71% Reduce -2.6% 2,296 $2.4M
Aft, Forsyth & Company, Inc. 1.12% Add +2.2% 2,235 $2.3M
IHT Wealth Management, LLC 0.07% Reduce -4.3% 2,133 $2.2M
Martin Capital Advisors, LLP 1.33% No change 2,009 $2.1M
Byrne Asset Management LLC 1.63% Reduce -3.3% 1,951 $2.0M
Aft, Forsyth & Sober, LLC 0.60% No change 1,800 $1.8M
Belpointe Asset Management LLC 0.11% Reduce -0.1% 1,994 $1.8M
Okabena Investment Services Inc. 0.44% No change 1,548 $1.6M
Mather Group, Llc. 0.02% Add +2.5% 1,515 $1.6M
Ironwood Investment Counsel, LLC 0.24% Reduce -3.8% 1,396 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.25% Add +9.1% 4,500 $1.4M
MeadowBrook Investment Advisors LLC 1.15% Reduce -3.1% 1,241 $1.3M
Lake Street Private Wealth, LLC 0.20% Reduce -1.3% 1,210 $1.2M
Echo45 Advisors LLC 0.76% Add +0.3% 1,141 $1.2M
Koshinski Asset Management, Inc. 0.09% Reduce -2.9% 1,048 $1.1M
Barden Capital Management, Inc. 0.90% New 1,025 $1.1M
Brookstone Capital Management 0.02% Add +9.4% 1,014 $1.0M
Fortis Capital Advisors, LLC 0.33% Reduce -0.7% 1,080 $974K
Cullinan Associates Inc. 0.06% Reduce -17.9% 916 $939K
Pinnacle Wealth Planning Services, Inc. 0.14% New 900 $923K
Skylands Capital, LLC 0.12% Reduce -29.2% 850 $871K
Boltwood Capital Management 0.26% Add +8.1% 845 $866K
BHK Investment Advisors, LLC 0.30% Add +6.0% 791 $811K
Kolinsky Wealth Management, LLC 0.49% Add +5.0% 777 $797K
Welch Group, LLC 0.03% Add +0.1% 751 $772K
Chicago Partners Investment Group LLC 0.03% Add +10.0% 780 $770K
Concord Wealth Partners 0.12% Add +10.1% 723 $741K
Fortem Financial Group, LLC 0.28% Add +6.5% 701 $719K
Agate Pass Investment Management, LLC 0.31% No change 679 $696K
Legacy Wealth Management, LLC / MS 0.25% No change 603 $618K
Capital Asset Advisory Services LLC 0.03% Reduce -1.2% 566 $578K
Harvest Fund Management Co., Ltd 0.03% Add +268.7% 553 $567K
Concord Asset Management, LLC 0.12% Add +18.4% 547 $561K
CWA Asset Management Group, LLC 0.03% Add +5.5% 533 $547K
Marathon Mission, Inc. 0.35% Add +2.4% 504 $517K
Alta Advisers Ltd 0.31% Add +21.0% 484 $496K
Investor AB 0.01% New 480 $492K
Old Port Advisors 0.13% Add +3.5% 443 $454K
Mengis Capital Management, Inc. 0.09% Add +9.4% 443 $454K
Kiely Wealth Advisory Group, Inc. 0.29% No change 456 $449K
HTLF Bank 0.05% Reduce -93.8% 445 $446K
Boit C F David 0.21% No change 400 $410K
Violich Capital Management, Inc. 0.05% No change 400 $410K
King Luther Capital Management Corp. 0.00% Reduce -0.8% 395 $405K
Baker Tilly Wealth Management, LLC 0.15% Reduce -0.3% 383 $393K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -13.3% 372 $381K
Hanson & Doremus Investment Management 0.06% Add +113.5% 365 $374K
Tiemann Investment Advisors, LLC 0.17% Reduce -4.0% 363 $372K
Legacy Edge Advisors, LLC 0.06% Add +4.7% 359 $369K
HBW Advisory Services LLC 0.04% Reduce -19.4% 357 $366K
Watts Gwilliam & Co., LLC 0.07% Reduce -2.0% 351 $344K
Weaver Consulting Group 0.10% Reduce -1.2% 322 $330K
CVA Family Office, LLC 0.05% Add +13.8% 321 $329K
WASHINGTON TRUST Co 0.01% Reduce -98.8% 325 $326K
First City Capital Management, Inc. 0.16% New 293 $301K
Rovin Capital /Ut/ 0.11% Add +22.7% 292 $299K
Patrick M Sweeney & Associates, Inc. 0.22% No change 291 $299K
North Star Asset Management Inc. 0.01% Add +3.6% 287 $294K
Revolve Wealth Partners, LLC 0.04% Reduce -1.8% 277 $284K
Prentice Wealth Management LLC 0.08% No change 275 $282K
Wharton Business Group, LLC 0.01% Reduce -54.7% 273 $280K
Poehling Capital Management, INC. 0.06% No change 255 $261K
Talisman Wealth Advisors LLC 0.27% Reduce -3.8% 253 $259K
49 Wealth Management, LLC 0.04% Reduce -6.0% 250 $256K
Gould Asset Management LLC 0.05% Add +2.1% 240 $246K
Spartan Planning & Wealth Management 0.22% — 233 $239K
Connecticut Wealth Management, LLC 0.01% Reduce -7.9% 232 $238K

"% of holder's portfolio" is BLK's weight in each manager's 13F, not the share of BlackRock Finance Inc. the manager owns.

Show all 126 holders