Titelia

Fund shareholders of BlackRock, Inc.

ISIN US09247X1019 · United States · LEI 549300LRIF3NWCU26A80

Fund shareholders
5
Of which ETFs
0 5 other funds
Value held
8M $
FundSharesValueWeight in fund
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 5,3005.1M $1.61 %as of Mar 31, 2026
Wellington Shields All-Cap Fund CAPITAL MANAGEMENT INVESTMENT TRUST 1,9002M $2.92 %as of Feb 28, 2026
Tandem Fund PFS FUNDS 550528.9K $2.58 %as of Mar 31, 2026
Sparrow Growth Fund SPARROW FUNDS 190202K $0.29 %as of Feb 28, 2026
Mundoval Fund MUNDOVAL FUNDS 150144.3K $0.55 %as of Mar 31, 2026

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Wellington Shields All-Cap Fund CAPITAL MANAGEMENT INVESTMENT TRUST 2.92 %as of Feb 28, 2026
Tandem Fund PFS FUNDS 2.58 %as of Mar 31, 2026
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 1.61 %as of Mar 31, 2026
Mundoval Fund MUNDOVAL FUNDS 0.55 %as of Mar 31, 2026
Sparrow Growth Fund SPARROW FUNDS 0.29 %as of Feb 28, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q25-18,090-4.5 %
2026Q1608,4670.0 %
2025Q4608,4670.0 %
2025Q36+18,467+34.9 %
2025Q2506,277-17.7 %
2025Q15-5687,628-100.0 %
2024Q4573-23433,262,774-24.1 %
2024Q3807+943,811,050-2.1 %
2024Q2798+1544,740,870+2.5 %
2024Q1783-3243,633,795+0.1 %
2023Q481543,603,389

Institutional managers

36 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Tandem Investment Advisors, Inc.62,61960.2M $as of Mar 31, 2026
First Long Island Investors, LLC21,46720.6M $as of Mar 31, 2026
Covington Investment Advisors Inc.13,10512.6K $as of Mar 31, 2026
IVY LANE CAPITAL MANAGEMENT, LLC11,00010.6M $as of Mar 31, 2026
Kentucky Retirement Systems10,4903.3K $as of Mar 31, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV7,4717.2K $as of Mar 31, 2026
Investment Research & Advisory Group, Inc.5,3375.1M $as of Mar 31, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,4164.7M $as of Mar 31, 2026
Red Spruce Capital, LLC3,3133.2M $as of Mar 31, 2026
Sterling Investment Advisors, Ltd.3,3043.2M $as of Mar 31, 2026
Pinnacle West Asset Management, Inc.2,4572.4K $as of Mar 31, 2026
DEARBORN PARTNERS LLC1,9831.9M $as of Mar 31, 2026
Byrne Asset Management LLC1,6301.6M $as of Mar 31, 2026
Ironwood Investment Counsel, LLC1,3551.3M $as of Mar 31, 2026
BHK Investment Advisors, LLC857824.6K $as of Mar 31, 2026
AR ASSET MANAGEMENT INC478460 $as of Mar 31, 2026
Mengis Capital Management, Inc.443426K $as of Mar 31, 2026
CULLINAN ASSOCIATES INC410394.3K $as of Mar 31, 2026
Boit C F David400384.7K $as of Mar 31, 2026
Hanson & Doremus Investment Management399384 $as of Mar 31, 2026
Poehling Capital Management, INC.259248.9K $as of Mar 31, 2026
LVM CAPITAL MANAGEMENT LTD/MI250240 $as of Mar 31, 2026
Asset Planning,Inc8985.6K $as of Mar 31, 2026
Disciplina Capital Management LLC7976.3K $as of Mar 31, 2026
VESTOR CAPITAL, LLC7875 $as of Mar 31, 2026

Funds holding the debt of BlackRock, Inc.

15 funds declare 31 bond lines of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Dimensional Core Fixed Income ETF216.5M $as of Apr 30, 2026
Dimensional Short-Duration Fixed Income ETF211.8M $as of Apr 30, 2026
Federated Hermes Total Return Bond Fund27.1M $as of Feb 28, 2026
Dimensional Global Core Plus Fixed Income ETF42.4M $as of Apr 30, 2026
Goldman Sachs Access Investment Grade Corporate Bond ETF51.7M $as of Feb 28, 2026
BNY Mellon Core Bond ETF2732.3K $as of Apr 30, 2026
VY(R) INVESCO EQUITY AND INCOME PORTFOLIO1628.6K $as of Mar 31, 2026
JNL/PPM America Investment Grade Credit Fund1332.5K $as of Mar 31, 2026
JNL Bond Index Fund1186.1K $as of Mar 31, 2026
VOYA U.S. BOND INDEX PORTFOLIO1178.3K $as of Mar 31, 2026
Goldman Sachs Access U.S. Aggregate Bond ETF1144.5K $as of Feb 28, 2026
Federated Hermes Total Return Bond ETF1140.7K $as of Mar 31, 2026
WisdomTree VOYA Yield Enhanced USD Universal Bond Fund6118.9K $as of Feb 28, 2026
Symmetry Panoramic US Systematic Fixed Income Fund163.9K $as of Feb 28, 2026
Federated Hermes Managed Volatility Fund II140.2K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of BlackRock, Inc.". https://titelia.com/en/stocks/blackrock-inc-US09247X1019