BlackRock FinanceBLK 13F holders, Q3 2025 (September 30) 41 holders −2
3 new positions
5 sold out
$1166.66 avg. 13F price*
At the end of Q3 2025 , 41 institutions reported holding BlackRock Finance Inc. (BLK) in their 13F filings, down 2 from Q2 2025. 3 opened new positions and 5 sold out. The largest holders were Tandem Investment Advisors, Inc. ($83.2M), First Long Island Investors, LLC ($25.2M) and Mediolanum International Funds Ltd ($21.1M).
Company BlackRock Finance Inc.
CUSIP 09247X101
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025 Institutions Total Value New Positions 3 $284K Exits 5 $16.3M
All 13F filers, Q2 2025 → Q3 2025: 1,024 shares bought and 66,739 shares sold, net −65,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders Portfolio Manager % of Holder's Portfolio Change vs Q2 2025 Shares Value ▼ Tandem Investment Advisors, Inc. 2.84% Reduce -3.1% 71,403 $83.2M First Long Island Investors, LLC 1.88% Reduce -0.6% 21,639 $25.2M Mediolanum International Funds Ltd 0.22% Reduce -0.3% 17,950 $21.1M Covington Investment Advisors Inc. 2.36% Add +0.1% 15,460 $18.0M Ivy Lane Capital Management, LLC 14.34% Reduce -44.7% 11,000 $12.8M Asset Planning Services Inc. /La/ 3.92% Add +0.9% 7,971 $9.3M Investment Research & Advisory Group, Inc. 2.10% Add +1.2% 5,316 $6.2M Blue Edge Capital, LLC 0.77% Reduce -4.7% 4,624 $5.4M Kirtland Hills Capital Management, LLC 1.85% Add +17.7% 4,002 $4.7M Sterling Investment Advisors, Ltd. 0.74% No change 3,270 $3.8M Red Spruce Capital, LLC 1.52% Reduce -0.6% 3,207 $3.7M Pinnacle West Asset Management, Inc. 1.97% Reduce -0.3% 2,612 $3.0M Dearborn Partners LLC 0.14% Reduce -23.3% 2,608 $3.0M Byrne Asset Management LLC 1.48% Reduce -3.3% 1,774 $2.1M Ironwood Investment Counsel, LLC 0.24% Reduce -0.7% 1,394 $1.6M BHK Investment Advisors, LLC 0.33% Reduce -0.7% 766 $893K Mengis Capital Management, Inc. 0.10% No change 443 $516K Cullinan Associates Inc. 0.03% Reduce -41.9% 416 $485K Hanson & Doremus Investment Management 0.06% Add +8.9% 403 $470K Boit C F David 0.21% No change 400 $466K Poehling Capital Management, INC. 0.06% No change 261 $304K KERR FINANCIAL PLANNING Corp 0.42% — 283 $296K 49 Wealth Management, LLC 0.03% Reduce -6.7% 250 $292K LVM Capital Management Ltd. 0.03% No change 250 $291K Jacobs & Co. 0.02% New 198 $230K Skylands Capital, LLC 0.02% Reduce -78.5% 140 $163K Cascades Capital Asset Management, LLC 0.05% No change 97 $113K Asset Planning,Inc 0.08% No change 89 $104K Vestor Capital, LLC 0.01% Reduce -99.8% 79 $92K Disciplina Capital Management LLC 0.01% Add +1.3% 79 $92K Stuart Chaussee & Associates, Inc. 0.01% No change 57 $66K Harvest Fund Management Co., Ltd 0.00% Reduce -22.0% 39 $45K FSA Wealth Management LLC 0.01% New 31 $36K Ogorek Anthony Joseph /NY/ 0.01% Add +4.0% 26 $30K Kelleher Financial Advisors 0.00% New 15 $17K Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% No change 9 $10K Sawyer & Company, Inc 0.00% No change 5 $5K Burkett Financial Services, LLC 0.00% No change 3 $4K Glen Eagle Advisors, LLC 0.00% No change 2 $2K Huntington National Bank 0.00% No change 2 $2K Horizon Financial Services, LLC 0.00% No change 1 $1K
"% of holder's portfolio" is BLK's weight in each manager's 13F, not the share of BlackRock Finance Inc. the manager owns.