— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

BlackRock Inc.

Q2 2024 · Filed 2024-08-13
Market Value
$4.4T
+3.2%
Holdings
4,669
-11
New Purchases
147
Added To
2,250
Closed
141
Reduced
1,923
Top 10 Concentration
27.6%
Turnover
6.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.22% 3.90% +1.32% $227.2B
AAPL 5.08% 4.23% +0.85% $221.2B
GOOGL 1.76% 1.49% +0.27% $76.7B
MSFT 5.69% 5.45% +0.24% $247.6B
GOOG 1.50% 1.28% +0.21% $65.2B
LLY 1.37% 1.20% +0.17% $59.6B
AVGO 1.26% 1.10% +0.16% $54.9B
AMZN 2.88% 2.73% +0.15% $125.4B
COST 0.65% 0.56% +0.09% $28.2B
TSLA 0.86% 0.79% +0.08% $37.6B
GEV 0.07% 0.00% +0.07% $3.1B
AMAT 0.43% 0.37% +0.06% $18.7B
QCOM 0.44% 0.38% +0.06% $19.1B
CRH.L 0.06% 0.01% +0.05% $2.6B
XOM 0.80% 0.75% +0.05% $34.9B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INTC 0.26% 0.36% -0.10% $11.2B
PXD 0.00% 0.10% -0.10% $0
MA 0.71% 0.79% -0.08% $30.8B
HD 0.56% 0.64% -0.08% $24.5B
ABBV 0.54% 0.62% -0.08% $23.4B
CRM 0.44% 0.52% -0.08% $19.2B
DIS 0.28% 0.35% -0.07% $12.1B
V 0.77% 0.84% -0.07% $33.5B
BRK-B 1.00% 1.07% -0.07% $43.6B
ACN 0.34% 0.40% -0.06% $14.9B
MRK 0.59% 0.65% -0.06% $25.7B
BMY 0.15% 0.21% -0.06% $6.6B
PLD 0.24% 0.30% -0.05% $10.6B
AMD 0.49% 0.53% -0.05% $21.1B
JNJ 0.67% 0.71% -0.05% $29.0B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $2.0T 47.0%
Large Cap 1,018 $1.8T 41.9%
Mid Cap 1,195 $373.3B 8.6%
Small Cap 1,312 $98.0B 2.3%
Micro Cap 1,064 $8.8B 0.2%

Portfolio Analytics

Avg Market Cap
$24.2B
Median Market Cap
$1.9B
Avg P/E
32.2
Median P/E
19.3
Avg Dividend Yield
0.03%
Avg Beta
1.07
# Stocks
4,178
# ETFs / Funds
491

Top Holdings (4,669 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 5.69% 553,976,307 $247.6B $446.95 $17.9B +7,956,448 +1.5%
2 NVDA 5.22% 1,839,270,238 $227.2B $123.54 $62.6B +1,657,031,313 +909.3%
3 AAPL 5.08% 1,050,215,752 $221.2B $210.62 $42.8B +9,692,346 +0.9%
4 AMZN 2.88% 648,695,172 $125.4B $193.25 $10.2B +10,158,877 +1.6%
5 META 1.87% 161,109,659 $81.2B $504.22 $4.1B +2,166,868 +1.4%
6 GOOGL 1.76% 421,083,318 $76.7B $182.15 $13.9B +5,188,144 +1.2%
7 GOOG 1.50% 355,330,309 $65.2B $183.42 $11.1B -42,079 -0.0%
8 LLY 1.37% 65,856,195 $59.6B $905.38 $8.8B +581,810 +0.9%
9 AVGO 1.26% 34,200,333 $54.9B $1,605.53 $8.6B -707,422 -2.0%
10 BRK-B 1.00% 107,257,083 $43.6B $406.80 -$1.6B -250,166 -0.2%
11 JPM 0.92% 198,690,032 $40.2B $202.26 $904M +2,567,313 +1.3%
12 TSLA 0.86% 190,084,412 $37.6B $197.88 $4.5B +1,715,845 +0.9%
13 UNH 0.86% 73,428,872 $37.4B $509.26 $950M -241,661 -0.3%
14 IVV 0.84% 66,396,707 $36.3B $547.23 $2.9B +2,759,366 +4.3%
15 XOM 0.80% 303,405,051 $34.9B $115.12 $3.2B +30,696,671 +11.3%
16 V 0.77% 127,551,096 $33.5B $262.47 -$2.1B +221,831 +0.2%
17 MA 0.71% 69,818,494 $30.8B $441.16 -$2.4B +809,543 +1.2%
18 JNJ 0.67% 198,186,824 $29.0B $146.16 -$1.0B +8,460,056 +4.5%
19 COST 0.65% 33,186,596 $28.2B $849.99 $4.5B +835,171 +2.6%
20 PG 0.60% 159,126,985 $26.2B $164.92 $656M +1,422,427 +0.9%
21 MRK 0.59% 207,295,317 $25.7B $123.80 -$1.7B +279,840 +0.1%
22 HD 0.56% 71,146,698 $24.5B $344.24 -$2.6B +456,792 +0.7%
23 ABBV 0.54% 136,431,510 $23.4B $171.52 -$2.6B -6,527,594 -4.6%
24 ADBE 0.49% 38,572,803 $21.4B $555.54 $1.9B -164,797 -0.4%
25 NFLX 0.49% 31,603,778 $21.3B $674.88 $2.3B +223,623 +0.7%
26 AMD 0.49% 130,377,128 $21.1B $162.21 -$1.3B +5,797,159 +4.7%
27 WMT 0.46% 296,914,676 $20.1B $67.71 $2.4B +3,005,095 +1.0%
28 CVX 0.46% 127,834,068 $20.0B $156.42 -$323M -974,934 -0.8%
29 KO 0.45% 309,898,244 $19.7B $63.65 $830M +1,051,253 +0.3%
30 CRM 0.44% 74,577,218 $19.2B $257.10 -$2.7B +2,111,241 +2.9%
31 QCOM 0.44% 95,879,184 $19.1B $199.18 $3.2B +2,142,700 +2.3%
32 BAC 0.43% 473,118,758 $18.8B $39.77 $324M -14,549,893 -3.0%
33 AMAT 0.43% 79,110,266 $18.7B $235.99 $3.3B +4,456,509 +6.0%
34 ORCL 0.42% 128,604,577 $18.2B $141.20 $2.6B +4,516,032 +3.6%
35 PEP 0.41% 109,223,019 $18.0B $164.93 -$1.3B -942,127 -0.9%
36 IXUS 0.41% 265,242,407 $17.9B $67.56 $138M +3,203,874 +1.2%
37 CSCO 0.39% 354,833,743 $16.9B $47.51 -$625M +4,546,867 +1.3%
38 TMO 0.38% 29,529,326 $16.3B $553.00 -$514M +549,482 +1.9%
39 INTU 0.37% 24,388,716 $16.0B $657.21 $373M +304,041 +1.3%
40 LIN 0.36% 35,958,770 $15.8B $438.81 -$903M +30,868 +0.1%
41 TXN 0.35% 78,747,016 $15.3B $194.53 $1.6B +208,206 +0.3%
42 WFC 0.35% 253,970,381 $15.1B $59.39 $48M -5,439,005 -2.1%
43 ACN 0.34% 48,976,937 $14.9B $303.41 -$2.1B +115,456 +0.2%
44 VZ 0.33% 348,871,645 $14.4B $41.24 $60M +7,409,905 +2.2%
45 AMGN 0.33% 46,042,729 $14.4B $312.45 $747M -1,928,344 -4.0%
46 ABT 0.31% 131,129,688 $13.6B $103.91 -$1.5B -1,946,540 -1.5%
47 NOW 0.31% 17,059,121 $13.4B $786.67 $1.1B +914,179 +5.7%
48 ISRG 0.31% 30,122,254 $13.4B $444.85 $1.3B -199,397 -0.7%
49 IBM 0.30% 75,369,608 $13.0B $172.95 -$1.3B +266,538 +0.3%
50 MCD 0.29% 50,178,831 $12.8B $254.84 -$1.5B -608,363 -1.2%
51 GE 0.29% 79,739,083 $12.7B $158.97 $299M +9,227,706 +13.1%
52 DHR 0.29% 50,539,226 $12.6B $249.85 $220M +855,729 +1.7%
53 CMCSA 0.29% 321,142,381 $12.6B $39.16 -$552M +18,301,504 +6.0%
54 DIS 0.28% 122,281,665 $12.1B $99.29 -$2.7B +591,482 +0.5%
55 MU 0.28% 91,817,625 $12.1B $131.53 $1.4B +1,513,860 +1.7%
56 CAT 0.28% 36,212,981 $12.1B $333.10 -$225M +2,678,852 +8.0%
57 PFE 0.27% 424,378,020 $11.9B $27.98 -$89M -6,740,386 -1.6%
58 SPGI 0.26% 25,771,976 $11.5B $446.00 $1.1B +1,435,430 +5.9%
59 ANTM 0.26% 20,704,715 $11.2B $541.86 $371M -215,981 -1.0%
60 INTC 0.26% 361,670,517 $11.2B $30.97 -$4.0B +17,737,006 +5.2%
61 COP 0.25% 96,952,418 $11.1B $114.38 -$1.4B -876,728 -0.9%
62 UBER 0.25% 147,468,496 $10.7B $72.68 -$52M +7,585,767 +5.4%
63 NEE 0.24% 150,307,672 $10.6B $70.81 $1.1B +223,871 +0.1%
64 PLD 0.24% 94,543,903 $10.6B $112.31 -$1.8B -1,001,811 -1.1%
65 GS 0.24% 23,160,042 $10.5B $452.32 $756M -110,092 -0.5%
66 C 0.23% 159,572,683 $10.1B $63.46 -$8M -686,468 -0.4%
67 T 0.23% 527,050,658 $10.1B $19.11 $690M -6,000,827 -1.1%
68 TJX 0.23% 91,476,858 $10.1B $110.10 $1.3B +5,190,439 +6.0%
69 PGR 0.23% 48,457,961 $10.1B $207.71 $85M +202,446 +0.4%
70 PM 0.23% 98,977,506 $10.0B $101.33 $1.1B +989,472 +1.0%
71 VRTX 0.23% 21,312,244 $10.0B $468.72 $810M -648,443 -3.0%
72 BSX 0.22% 126,418,364 $9.7B $77.01 $1.0B -417,418 -0.3%
73 AXP 0.22% 41,897,299 $9.7B $231.55 -$105M -1,171,676 -2.7%
74 UNP 0.22% 42,801,405 $9.7B $226.26 -$614M +926,289 +2.2%
75 RTX 0.22% 95,792,414 $9.6B $100.39 -$230M -5,168,081 -5.1%
76 BKNG 0.22% 2,413,555 $9.6B $3,961.50 $419M -106,503 -4.2%
77 KLAC 0.22% 11,588,540 $9.6B $824.51 $1.6B +219,291 +1.9%
78 CDNS 0.22% 30,650,960 $9.4B $307.75 -$142M -108,446 -0.3%
79 SYK 0.21% 26,802,412 $9.1B $340.25 -$273M +557,703 +2.1%
80 ADI 0.21% 39,549,264 $9.0B $228.26 $1.2B -256,378 -0.6%
81 ETN 0.21% 28,768,508 $9.0B $313.55 $341M +1,010,203 +3.6%
82 MMC 0.21% 42,337,144 $8.9B $210.72 $279M +378,798 +0.9%
83 REGN 0.20% 8,446,366 $8.9B $1,051.03 $630M -122,288 -1.4%
84 MDT 0.20% 111,892,378 $8.8B $78.71 -$1.1B -2,088,286 -1.8%
85 HON 0.20% 40,926,717 $8.7B $213.54 $64M -1,343,186 -3.2%
86 PANW 0.19% 25,010,001 $8.5B $339.01 $1.6B +924,895 +3.8%
87 LOW 0.19% 38,426,218 $8.5B $220.46 -$1.7B -1,340,063 -3.4%
88 EFA 0.19% 107,406,852 $8.4B $78.33 $181M +4,326,944 +4.2%
89 GILD 0.19% 120,632,023 $8.3B $68.61 -$699M -1,899,004 -1.6%
90 MS 0.19% 84,368,261 $8.2B $97.19 -$201M -4,851,220 -5.4%
91 ADP 0.19% 34,088,040 $8.1B $238.69 -$299M +311,612 +0.9%
92 LMT 0.18% 17,003,130 $7.9B $467.10 -$502M -1,559,946 -8.4%
93 CI 0.18% 23,830,455 $7.9B $330.57 -$958M -496,130 -2.0%
94 SNPS 0.18% 12,831,966 $7.6B $595.06 $488M +324,706 +2.6%
95 UPS 0.17% 55,367,533 $7.6B $136.85 -$514M +933,329 +1.7%
96 EQIX 0.17% 9,857,619 $7.5B $756.60 -$330M +421,051 +4.5%
97 SCHW 0.17% 101,023,390 $7.4B $73.69 $244M +1,486,763 +1.5%
98 AMT 0.17% 38,114,935 $7.4B $194.38 $214M +1,702,747 +4.7%
99 CB 0.17% 28,920,286 $7.4B $255.08 -$247M -502,511 -1.7%
100 CRWD 0.16% 18,457,104 $7.1B $383.19 $1.9B +2,326,392 +14.4%

Options Breakdown

64 Calls $5.6B Call Value 19 Puts $1.5B Put Value 0.27 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 2,490,000 $1.4B
AAPL 5,540,300 $1.2B
QQQ 1,007,700 $483M
IWM 1,027,300 $208M NEW
MA 428,000 $189M NEW
GLD 705,200 $152M NEW
FXI 5,430,000 $141M
MSFT 305,300 $136M
DIS 1,170,000 $116M
FCX 2,045,900 $99M

Top Puts

SymbolSharesValueStatus
HYG 10,320,600 $796M
NVDA 1,812,000 $224M NEW
IVV 213,100 $117M
IWM 460,000 $93M
QQQ 177,500 $85M
MRK 651,000 $81M NEW
AMAT 87,000 $21M NEW
AMD 119,000 $19M NEW
BSX 233,000 $18M NEW
COST 21,000 $18M NEW

New Positions

SymbolValue% Port
LH $1.9B 0.04%
SOLV $584M 0.01%
CIM $95M —%
DJT $72M —%
ULS $71M —%
WBTN $52M —%
SOC $51M —%
BRHY $50M —%
PACS $48M —%
IBTA $47M —%
GCT $37M —%
CATX $35M —%
RBRK $33M —%
LOAR $28M —%
CTRI $27M —%

Sold Out Positions

SymbolValue% Port
BNED —%
WLKP —%
NBXG —%
NPCT —%
FLNT —%
ICMB —%
BNR —%
BWAY —%
ATRA —%
BBCA —%
BENF —%
BCDA —%
CWBC —%
BSV —%
AMBR —%
View SEC EDGAR Filings for BlackRock Inc. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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