BlackRock FinanceBLK 13F holders, Q4 2025 (December 31) 38 holders −3
3 new positions
5 sold out
$808.96 avg. 13F price*
At the end of Q4 2025 , 38 institutions reported holding BlackRock Finance Inc. (BLK) in their 13F filings, down 3 from Q3 2025. 3 opened new positions and 5 sold out. The largest holders were Tandem Investment Advisors, Inc. ($74.1M), First Long Island Investors, LLC ($23.2M) and Covington Investment Advisors Inc. ($14.7M).
Company BlackRock Finance Inc.
CUSIP 09247X101
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025 Institutions Total Value New Positions 3 $351K Exits 5 $21.8M
All 13F filers, Q3 2025 → Q4 2025: 51,881 shares bought and 23,201 shares sold, net +28,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2025 Shares Value ▼ Tandem Investment Advisors, Inc. 2.76% Reduce -3.0% 69,257 $74.1M First Long Island Investors, LLC 1.71% Add +0.4% 21,719 $23.2M Covington Investment Advisors Inc. 2.01% Reduce -11.0% 13,753 $14.7M Ivy Lane Capital Management, LLC 14.89% No change 11,000 $11.8M Asset Planning Services Inc. /La/ 3.55% Reduce -5.7% 7,516 $8.0M Investment Research & Advisory Group, Inc. 1.88% Reduce -0.2% 5,304 $5.7M Blue Edge Capital, LLC 0.67% Add +1.3% 4,684 $5.0M Kirtland Hills Capital Management, LLC 1.68% Add +12.0% 4,484 $4.8M Sterling Investment Advisors, Ltd. 0.65% Add +1.4% 3,315 $3.5M Red Spruce Capital, LLC 1.40% Add +2.1% 3,275 $3.5M Dearborn Partners LLC 0.14% Reduce -0.8% 2,586 $2.8M Pinnacle West Asset Management, Inc. 1.79% Reduce -1.2% 2,580 $2.8M Byrne Asset Management LLC 1.05% Reduce -1.2% 1,752 $1.9M Ironwood Investment Counsel, LLC 0.21% Reduce -0.2% 1,391 $1.5M BHK Investment Advisors, LLC 0.31% Add +15.4% 884 $947K Mengis Capital Management, Inc. 0.08% No change 443 $474K Boit C F David 0.19% No change 400 $434K Hanson & Doremus Investment Management 0.05% Reduce -1.0% 399 $427K Winning Points Advisors, LLC 0.38% — 328 $351K Archer Investment Corp 0.07% New 307 $328K Poehling Capital Management, INC. 0.06% Reduce -0.8% 259 $277K 49 Wealth Management, LLC 0.02% Add +3.6% 259 $277K LVM Capital Management Ltd. 0.02% No change 250 $268K Cullinan Associates Inc. 0.01% Reduce -51.9% 200 $214K Cascades Capital Asset Management, LLC 0.04% No change 97 $104K Asset Planning,Inc 0.07% No change 89 $95K Vestor Capital, LLC 0.01% Add +64153.2% 50,760 $85K Disciplina Capital Management LLC 0.01% No change 79 $84K Harvest Fund Management Co., Ltd 0.00% Add +15.4% 45 $48K Ogorek Anthony Joseph /NY/ 0.01% Add +7.7% 28 $30K Kelleher Financial Advisors 0.00% Add +13.3% 17 $18K Joseph Group Capital Management 0.00% New 11 $12K RMG Wealth Management LLC 0.00% New 10 $11K Sawyer & Company, Inc 0.00% No change 5 $5K Burkett Financial Services, LLC 0.00% No change 3 $3K 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.