Position in BLK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$210,352,904
-$24,641,313 QoQ
Shares Held
218,728
-0.4% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 10.089243261036538.ToString("F0")%
Shared 0.ToString("F0")%
None 89.91075673896346.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Derivatives in BLK
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$288,513
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. BLK ranks #1 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in BLK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,352,904 | 218,728 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $288,513 | 300 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $234,994,217 | 219,551 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $321,102 | 300 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $248,287,172 | 212,963 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $466,348 | 400 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $419,700 | 400 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $206,619,359 | 196,921 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $283,944 | 300 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $182,636,566 | 192,964 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $171,675,171 | 167,470 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $307,533 | 300 | Put | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||