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Asset Manager ← All Institutions

BlackRock Inc.

Q4 2023 · Filed 2024-02-13
Market Value
$3.9T
+12.5%
Holdings
4,756
-99
New Purchases
92
Added To
2,848
Closed
182
Reduced
1,353
Top 10 Concentration
22.7%
Turnover
5.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 5.26% 4.92% +0.34% $202.7B
AVGO 1.00% 0.76% +0.24% $38.7B
AMZN 2.47% 2.28% +0.20% $95.3B
AMD 0.47% 0.37% +0.11% $18.2B
INTC 0.44% 0.34% +0.10% $17.1B
UBER 0.22% 0.14% +0.08% $8.6B
META 1.45% 1.37% +0.08% $55.8B
CRM 0.50% 0.42% +0.08% $19.1B
QCOM 0.35% 0.28% +0.07% $13.4B
NFLX 0.39% 0.33% +0.06% $15.0B
AAPL 5.21% 5.15% +0.05% $200.7B
ADBE 0.59% 0.54% +0.05% $22.7B
JPM 0.85% 0.80% +0.04% $32.6B
BA 0.25% 0.21% +0.04% $9.6B
NOW 0.29% 0.25% +0.04% $11.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XOM 0.71% 0.92% -0.21% $27.2B
ATVI 0.00% 0.15% -0.15% $0
TSLA 1.21% 1.36% -0.15% $46.8B
CVX 0.50% 0.62% -0.11% $19.3B
PFE 0.32% 0.42% -0.10% $12.5B
BRK-B 0.97% 1.06% -0.09% $37.5B
VMW 0.00% 0.08% -0.08% $0
UNH 0.99% 1.07% -0.08% $38.1B
JNJ 0.76% 0.84% -0.08% $29.2B
CSCO 0.46% 0.54% -0.08% $17.7B
SGEN 0.00% 0.07% -0.07% $0
WMT 0.40% 0.47% -0.07% $15.3B
GOOGL 1.50% 1.57% -0.07% $58.0B
BMY 0.22% 0.29% -0.07% $8.6B
PG 0.59% 0.65% -0.06% $22.8B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.6T 42.1%
Large Cap 1,000 $1.7T 44.9%
Mid Cap 1,191 $378.0B 9.8%
Small Cap 1,325 $108.9B 2.8%
Micro Cap 1,161 $12.2B 0.3%

Portfolio Analytics

Avg Market Cap
$23.6B
Median Market Cap
$1.7B
Avg P/E
32.6
Median P/E
19.3
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
4,291
# ETFs / Funds
465

Top Holdings (4,756 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 5.26% 538,937,099 $202.7B $376.04 $34.2B +5,302,493 +1.0%
2 AAPL 5.21% 1,042,391,808 $200.7B $192.53 $24.1B +10,984,255 +1.1%
3 AMZN 2.47% 627,171,762 $95.3B $151.94 $17.3B +13,791,398 +2.2%
4 NVDA 2.31% 179,678,390 $89.0B $495.22 $10.8B -42,024 -0.0%
5 GOOGL 1.50% 414,988,271 $58.0B $139.69 $4.2B +4,044,040 +1.0%
6 META 1.45% 157,506,624 $55.8B $353.96 $8.9B +1,541,413 +1.0%
7 GOOG 1.30% 355,432,546 $50.1B $140.93 $3.5B +2,397,601 +0.7%
8 TSLA 1.21% 188,183,433 $46.8B $248.48 $55M +1,530,247 +0.8%
9 AVGO 1.00% 34,699,799 $38.7B $1,116.25 $12.6B +3,190,866 +10.1%
10 UNH 0.99% 72,376,243 $38.1B $526.47 $1.3B -550,472 -0.8%
11 BRK-B 0.97% 105,222,696 $37.5B $356.66 $1.1B +1,236,656 +1.2%
12 LLY 0.97% 64,366,433 $37.5B $582.92 $2.2B -1,307,501 -2.0%
13 V 0.85% 126,432,887 $32.9B $260.35 $4.2B +1,531,521 +1.2%
14 IVV 0.85% 68,688,341 $32.8B $477.63 $3.4B +124,905 +0.2%
15 JPM 0.85% 191,756,566 $32.6B $170.10 $5.1B +2,274,303 +1.2%
16 JNJ 0.76% 186,308,341 $29.2B $156.74 $487M +1,941,109 +1.1%
17 MA 0.75% 67,628,347 $28.8B $426.51 $2.4B +915,682 +1.4%
18 XOM 0.71% 272,505,089 $27.2B $99.98 -$4.2B +5,006,366 +1.9%
19 HD 0.64% 71,126,189 $24.6B $346.55 $3.5B +1,106,066 +1.6%
20 PG 0.59% 155,765,790 $22.8B $146.54 $414M +2,114,772 +1.4%
21 ADBE 0.59% 37,969,754 $22.7B $596.60 $4.1B +1,512,132 +4.2%
22 ABBV 0.58% 143,182,709 $22.2B $154.97 $1.6B +5,165,853 +3.7%
23 MRK 0.57% 201,836,434 $22.0B $109.02 $1.1B -1,098,587 -0.5%
24 COST 0.52% 30,611,986 $20.2B $660.08 $3.2B +594,814 +2.0%
25 CVX 0.50% 129,724,993 $19.3B $149.16 -$1.7B +4,669,859 +3.7%
26 CRM 0.50% 72,530,980 $19.1B $263.14 $4.7B +1,726,920 +2.4%
27 PEP 0.49% 111,848,651 $19.0B $169.84 $23M -126,623 -0.1%
28 KO 0.48% 313,234,956 $18.5B $58.93 $1.6B +11,257,619 +3.7%
29 AMD 0.47% 123,699,344 $18.2B $147.41 $5.7B +2,056,273 +1.7%
30 CSCO 0.46% 351,122,662 $17.7B $50.52 -$689M +8,341,689 +2.4%
31 IXUS 0.45% 265,418,924 $17.2B $64.93 $1.8B +7,532,079 +2.9%
32 INTC 0.44% 339,935,226 $17.1B $50.25 $5.3B +7,837,467 +2.4%
33 ACN 0.44% 47,932,527 $16.8B $350.91 $2.3B +684,207 +1.4%
34 BAC 0.43% 491,633,287 $16.6B $33.67 $3.2B +3,969,016 +0.8%
35 MCD 0.40% 51,930,141 $15.4B $296.51 $2.0B +1,251,650 +2.5%
36 WMT 0.40% 97,253,996 $15.3B $157.65 -$621M -2,496,388 -2.5%
37 NFLX 0.39% 30,899,510 $15.0B $486.88 $3.7B +929,322 +3.1%
38 TMO 0.39% 28,329,806 $15.0B $530.79 $866M +333,837 +1.2%
39 ABT 0.38% 134,064,516 $14.8B $110.07 $1.5B -2,327,088 -1.7%
40 INTU 0.38% 23,363,030 $14.6B $625.03 $2.8B +219,301 +0.9%
41 LIN 0.37% 35,119,751 $14.4B $410.71 $1.8B +1,092,364 +3.2%
42 AMGN 0.36% 47,812,390 $13.8B $288.02 $985M +237,506 +0.5%
43 QCOM 0.35% 92,566,332 $13.4B $144.63 $3.9B +6,807,073 +7.9%
44 VZ 0.34% 348,133,587 $13.1B $37.70 $2.1B +9,001,704 +2.6%
45 TXN 0.34% 76,796,366 $13.1B $170.46 $606M -1,717,590 -2.2%
46 CMCSA 0.34% 298,220,847 $13.1B $43.85 -$536M -8,792,640 -2.9%
47 ORCL 0.33% 122,438,449 $12.9B $105.43 $68M +1,210,775 +1.0%
48 WFC 0.33% 261,297,332 $12.9B $49.22 $2.3B +2,576,540 +1.0%
49 PLD 0.33% 95,138,214 $12.7B $133.30 $2.3B +2,614,340 +2.8%
50 PFE 0.32% 432,503,754 $12.5B $28.79 -$2.1B -6,413,927 -1.5%
51 IBM 0.32% 75,480,869 $12.3B $163.55 $2.1B +2,277,404 +3.1%
52 AMAT 0.32% 75,203,893 $12.2B $162.07 $2.2B +2,866,213 +4.0%
53 DHR 0.30% 50,772,596 $11.7B $231.34 -$473M +1,524,444 +3.1%
54 COP 0.29% 96,640,953 $11.2B $116.07 -$600M -2,001,385 -2.0%
55 NOW 0.29% 15,812,191 $11.2B $706.49 $2.6B +553,094 +3.6%
56 DIS 0.28% 121,502,764 $11.0B $90.29 $1.4B +2,811,310 +2.4%
57 SPGI 0.28% 24,222,788 $10.7B $440.52 $1.8B -117,015 -0.5%
58 UNP 0.27% 42,002,306 $10.3B $245.62 $1.8B +331,821 +0.8%
59 GILD 0.26% 122,793,011 $9.9B $81.01 $489M -3,422,449 -2.7%
60 ANTM 0.26% 21,030,599 $9.9B $471.56 $994M +536,585 +2.6%
61 CAT 0.26% 33,510,465 $9.9B $295.67 $844M +308,875 +0.9%
62 ISRG 0.26% 29,243,893 $9.9B $337.36 $1.1B -791,649 -2.6%
63 MDT 0.25% 118,573,188 $9.8B $82.38 $714M +3,025,839 +2.6%
64 NKE 0.25% 89,775,302 $9.7B $108.57 $1.1B -1,082,890 -1.2%
65 BA 0.25% 36,652,729 $9.6B $260.66 $2.5B -53,637 -0.1%
66 PM 0.24% 98,743,351 $9.3B $94.08 $572M +4,577,120 +4.9%
67 NEE 0.24% 149,849,876 $9.1B $60.74 $327M -3,308,214 -2.2%
68 BKNG 0.24% 2,561,415 $9.1B $3,547.22 $1.3B +37,666 +1.5%
69 T 0.23% 533,547,330 $9.0B $16.78 $918M -1,369,987 -0.3%
70 VRTX 0.23% 21,881,203 $8.9B $406.89 $1.0B -704,023 -3.1%
71 GE 0.23% 69,616,808 $8.9B $127.63 $1.1B -586,955 -0.8%
72 GS 0.23% 23,010,528 $8.9B $385.77 $1.6B +424,912 +1.9%
73 LOW 0.23% 39,883,097 $8.9B $222.55 $577M -47,305 -0.1%
74 HON 0.23% 42,313,312 $8.9B $209.71 $1.1B +32,532 +0.1%
75 RTX 0.23% 104,985,755 $8.8B $84.14 $1.5B +3,274,348 +3.2%
76 BMY 0.22% 168,103,766 $8.6B $51.31 -$1.3B -2,555,550 -1.5%
77 UBER 0.22% 139,350,969 $8.6B $61.57 $3.8B +35,958,268 +34.8%
78 UPS 0.22% 54,284,779 $8.5B $157.23 $34M -254,054 -0.5%
79 C 0.22% 165,859,197 $8.5B $51.44 $1.8B +1,336,404 +0.8%
80 MS 0.22% 90,499,215 $8.4B $93.25 $1.3B +2,874,192 +3.3%
81 CDNS 0.22% 30,577,602 $8.3B $272.37 $1.1B -89,552 -0.3%
82 AXP 0.21% 44,115,276 $8.3B $187.34 $1.9B +1,436,142 +3.4%
83 TJX 0.21% 87,736,692 $8.2B $93.81 $780M +3,913,155 +4.7%
84 LMT 0.21% 18,158,813 $8.2B $453.24 $1.4B +1,339,539 +8.0%
85 AMT 0.21% 36,770,832 $7.9B $215.88 $2.1B +992,783 +2.8%
86 MMC 0.20% 40,998,157 $7.8B $189.47 $49M +434,780 +1.1%
87 ADP 0.20% 33,325,277 $7.8B $232.97 -$279M -105,983 -0.3%
88 ADI 0.20% 38,734,550 $7.7B $198.56 $749M -916,837 -2.3%
89 REGN 0.20% 8,629,707 $7.6B $878.29 $275M -245,602 -2.8%
90 SBUX 0.20% 78,752,115 $7.6B $96.01 $409M +392,213 +0.5%
91 EQIX 0.19% 9,325,068 $7.5B $805.39 $936M +273,305 +3.0%
92 SYK 0.19% 24,925,176 $7.5B $299.46 $338M -1,153,721 -4.4%
93 PGR 0.19% 46,568,481 $7.4B $159.28 $1.1B +1,081,487 +2.4%
94 CI 0.19% 24,556,279 $7.4B $299.45 $341M +44,552 +0.2%
95 BSX 0.19% 126,559,832 $7.3B $57.81 $489M -2,747,297 -2.1%
96 PANW 0.19% 24,622,388 $7.3B $294.88 $1.7B +1,085,011 +4.6%
97 MU 0.19% 84,985,597 $7.3B $85.34 $1.4B -794,381 -0.9%
98 ZTS 0.19% 36,493,861 $7.2B $197.37 $858M +27,447 +0.1%
99 MDLZ 0.19% 99,061,356 $7.2B $72.43 $127M -2,496,763 -2.5%
100 DE 0.18% 17,237,160 $6.9B $399.87 $211M -468,476 -2.6%

Options Breakdown

79 Calls $12.8B Call Value 26 Puts $2.7B Put Value 0.21 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 7,842,800 $3.7B
GLD 7,241,300 $1.4B
QQQ 2,500,600 $1.0B
FXI 20,679,700 $497M NEW
NVDA 904,000 $448M
AMZN 2,919,400 $444M
MSFT 1,040,100 $391M
RSP 1,743,800 $275M NEW
AMAT 1,608,600 $261M NEW
CVX 1,739,600 $259M NEW

Top Puts

SymbolSharesValueStatus
SPY 2,097,400 $997M
LQD 6,800,000 $752M
HYG 8,021,400 $621M
TSM 785,500 $82M NEW
IWM 390,000 $78M
JNK 317,300 $30M NEW
SMH 150,000 $26M NEW
IVV 54,600 $26M
CVNA 350,000 $19M NEW
F-PD 1,450,000 $18M

New Positions

SymbolValue% Port
NATL $212M 0.01%
0HHU.L $164M —%
WS $137M —%
BRTR $51M —%
IXC $47M —%
VXUS $45M —%
ARKK $45M —%
AESI $34M —%
NLOP $18M —%
NGL $8M —%
TRML $7M —%
HYDB $7M —%
CRGX $6M —%
BLCR $6M —%
PGY $5M —%

Sold Out Positions

SymbolValue% Port
GEL —%
AEG —%
ADCT —%
LAC —%
LU —%
MEGI —%
EMF —%
GLP —%
ARR —%
BG —%
HKD —%
SKIL —%
CANG —%
AQB —%
AIFC —%
View SEC EDGAR Filings for BlackRock Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms