BlackRock, Inc.

Index provider Mechanical CIK 2012383
League rank
#4
in Index provider · #1414 overall
Long book
$5.69T
Q1 2026
Positions
5413
Top-10 weight
28%
concentration
Last quarter
+15.4%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

BlackRock, Inc. is an index provider — its holdings mirror index composition mechanically, running a $5.69T US long book across 5413 positions.

The portfolio is moderately concentrated (top 10 ≈ 28% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.

Over the last 7 quarters its long book ran on average 0pp per quarter behind the S&P 500, beating the index in 2 of 7 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q3 2024
+1.7%
Q4 2024
-4.5%
Q1 2025
+10.6%
Q2 2025
+8.0%
Q3 2025
+2.3%
Q4 2025
-3.4%
Q1 2026
+15.4%

Sector allocation

Technology
37%
Industrials
12%
Financials
12%
Healthcare
9%
Consumer discretionary
9%
Services media
5%
Utilities
4%
Other
3%

Long book by quarter

$4.75T
Q3 2024
$4.93T
Q4 2024
$4.74T
Q1 2025
$5.22T
Q2 2025
$5.67T
Q3 2025
$5.88T
Q4 2025
$5.69T
Q1 2026

What does BlackRock, Inc. own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology1.93B$335.81B5.9%-0.9%
AAPL APPLE INCTechnology1.14B$290.51B5.1%-0.9%
MSFT MICROSOFT CORPTechnology593.3M$219.63B3.9%-1.4%
AMZN AMAZON.COM INCConsumer discretionary735.6M$153.20B2.7%+0.2%
GOOGL ALPHABET INC-CL ATechnology447.0M$128.53B2.3%+1.1%
AVGO BROADCOM INCTechnology385.9M$119.45B2.1%+1.6%
GOOG ALPHABET INC-CL CTechnology364.8M$104.63B1.8%+1.0%
META META PLATFORMS INC-CLASS ATechnology168.8M$96.60B1.7%-1.6%
TSLA TESLA INCIndustrials208.1M$77.36B1.4%-0.7%
JPM JPMORGAN CHASE & COFinancials208.2M$61.25B1.1%-1.6%
LLY ELI LILLY & COHealthcare66.4M$61.06B1.1%-0.6%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials121.2M$58.08B1.0%0.0%
XOM EXXON MOBIL CORPEnergy322.7M$54.76B1.0%+3.7%
JNJ JOHNSON & JOHNSONHealthcare213.4M$52.16B0.9%+2.2%
WMT WALMART INCConsumer discretionary353.1M$43.88B0.8%+1.0%
V VISA INC-CLASS A SHARESServices media136.2M$41.16B0.7%-2.8%
MU MICRON TECHNOLOGY INCTechnology103.1M$34.85B0.6%+2.4%
COST COSTCO WHOLESALE CORPConsumer discretionary34.9M$34.82B0.6%-0.4%
MA MASTERCARD INC - AServices media67.0M$33.48B0.6%-1.9%
NFLX NETFLIX INCServices media346.2M$33.29B0.6%-0.5%
ABBV ABBVIE INCHealthcare150.7M$32.78B0.6%-0.3%
CVX CHEVRON CORPEnergy144.7M$29.94B0.5%+2.4%
AMD ADVANCED MICRO DEVICESTechnology145.6M$29.61B0.5%-1.3%
LRCX LAM RESEARCH CORPIndustrials132.9M$28.39B0.5%-1.0%
CSCO CISCO SYSTEMS INCTechnology365.1M$28.32B0.5%-3.5%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology189.0M$27.65B0.5%-2.2%
MRK MERCK & CO. INC.Healthcare225.8M$27.17B0.5%+3.1%
PG PROCTER & GAMBLE CO/THEOther187.0M$27.01B0.5%+1.6%
AMAT APPLIED MATERIALS INCTechnology79.0M$26.99B0.5%+4.9%
CAT CATERPILLAR INCIndustrials37.2M$26.33B0.5%+2.7%
BAC BANK OF AMERICA CORPFinancials539.3M$26.29B0.5%-0.6%
HD HOME DEPOT INCConsumer discretionary78.7M$25.87B0.5%+2.3%
GE GENERAL ELECTRICIndustrials90.7M$25.75B0.5%+0.6%
KO COCA-COLA CO/THEConsumer staples333.6M$25.37B0.4%+4.7%
ORCL ORACLE CORPTechnology143.3M$21.08B0.4%-3.1%
RTX RTX CORPIndustrials109.1M$21.04B0.4%+3.9%
WFC WELLS FARGO & COFinancials260.8M$20.76B0.4%-0.6%
GS GOLDMAN SACHS GROUP INCFinancials24.0M$20.29B0.4%+3.2%
UNH UNITEDHEALTH GROUP INCFinancials73.5M$19.88B0.3%-1.7%
INTC INTEL CORPTechnology447.6M$19.75B0.3%+3.6%
IBM INTL BUSINESS MACHINES CORPTechnology77.6M$18.80B0.3%-0.4%
KLAC KLA CORPOther12.6M$18.55B0.3%+1.7%
VZ VERIZON COMMUNICATIONS INCCommunications368.0M$18.47B0.3%-0.3%
LIN LINDE PLCMaterials36.9M$18.28B0.3%-0.7%
GEV GE VERNOVA INCIndustrials20.7M$18.09B0.3%-0.8%
PEP PEPSICO INCConsumer staples115.8M$17.99B0.3%+0.2%
PM PHILIP MORRIS INTERNATIONALConsumer staples107.5M$17.78B0.3%-1.6%
C CITIGROUP INCFinancials153.8M$17.44B0.3%-4.9%
MCD MCDONALD'S CORPConsumer discretionary55.4M$17.20B0.3%+3.4%
TJX TJX COMPANIES INCConsumer discretionary107.5M$17.17B0.3%+1.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202650651$5.72T canonicalSEC ↗
Q4 202513F-HRFeb 12, 202650216$5.92T canonicalSEC ↗
Q3 202513F-HRNov 12, 202549030$5.71T canonicalSEC ↗
Q2 202513F-HRAug 12, 202549987$5.25T canonicalSEC ↗
Q1 202513F-HRMay 2, 202550390$4.76T canonicalSEC ↗
Q4 202413F-HRFeb 7, 202550853$4.94T canonicalSEC ↗
Q3 202413F-HRNov 13, 202448086$4.76T canonicalSEC ↗