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BlackRock

BlackRock, Inc.

50 HUDSON YARDS, NEW YORK, NY 10001 • (212) 810-5800

Q2 2025 · Filed 2025-08-12
Market Value
$5.2T
+10.3%
Holdings
6,044
+262
New Purchases
262
Added To
2,131
Closed
660
Reduced
2,592
Top 10 Concentration
28.2%
Turnover
15.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.77% 4.35% +1.42% $301.7B
MSFT 5.54% 4.62% +0.92% $289.3B
AVGO 1.99% 1.31% +0.67% $103.8B
META 2.35% 2.02% +0.33% $122.8B
NFLX 0.87% 0.66% +0.21% $45.5B
AMZN 2.99% 2.82% +0.17% $156.4B
ORCL 0.57% 0.40% +0.16% $29.6B
TSLA 1.25% 1.12% +0.13% $65.4B
PLTR 0.46% 0.34% +0.13% $24.2B
COF 0.21% 0.11% +0.10% $10.8B
AMD 0.37% 0.29% +0.08% $19.5B
GEV 0.20% 0.12% +0.08% $10.4B
INTU 0.39% 0.32% +0.07% $20.3B
GE 0.41% 0.35% +0.07% $21.5B
JPM 1.14% 1.08% +0.06% $59.7B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.51% 5.34% -0.83% $235.7B
UNH 0.45% 0.82% -0.37% $23.5B
BRK-B 1.06% 1.25% -0.20% $55.1B
LLY 0.98% 1.14% -0.16% $51.4B
XOM 0.63% 0.76% -0.13% $33.1B
ABBV 0.52% 0.64% -0.12% $27.4B
PG 0.52% 0.64% -0.12% $27.4B
V 0.96% 1.07% -0.11% $49.9B
CVX 0.33% 0.43% -0.11% $17.0B
JNJ 0.60% 0.70% -0.10% $31.1B
MRK 0.33% 0.43% -0.10% $17.3B
TMO 0.21% 0.31% -0.09% $11.1B
PGR 0.24% 0.31% -0.07% $12.7B
COP 0.16% 0.22% -0.07% $8.2B
MA 0.74% 0.80% -0.07% $38.6B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 48.8%
Technology 10.0%
Industrials 9.1%
Healthcare 9.0%
Consumer Cyclical 4.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $2.5T 47.7%
Large Cap 1,036 $2.2T 42.3%
Mid Cap 1,295 $418.2B 8.0%
Small Cap 1,549 $96.9B 1.9%
Micro Cap 1,420 $7.1B 0.1%

Portfolio Analytics

Avg Market Cap
$19.1B
Median Market Cap
$1.5B
Avg P/E
29.0
Median P/E
18.4
Avg Dividend Yield
0.03%
Avg Beta
1.05
# Stocks
4,558
# ETFs / Funds
834

Top Holdings (6,044 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.77% 1,909,788,972 $301.7B $157.99 $95.6B +7,940,156 +0.4%
2 MSFT 5.54% 581,577,056 $289.3B $497.41 $70.3B -1,707,875 -0.3%
3 AAPL 4.51% 1,148,838,990 $235.7B $205.17 -$17.6B +8,636,120 +0.8%
4 AMZN 2.99% 712,821,915 $156.4B $219.39 $22.6B +9,410,782 +1.3%
5 META 2.35% 166,335,987 $122.8B $738.09 $26.9B -34,333 -0.0%
6 AVGO 1.99% 376,617,351 $103.8B $275.65 $41.6B +5,038,389 +1.4%
7 GOOGL 1.45% 430,223,692 $75.8B $176.23 $7.8B -9,367,765 -2.1%
8 TSLA 1.25% 205,962,777 $65.4B $317.66 $12.1B +294,185 +0.1%
9 GOOG 1.23% 361,542,043 $64.1B $177.39 $7.2B -3,006,402 -0.8%
10 JPM 1.14% 205,887,833 $59.7B $289.91 $8.6B -2,327,705 -1.1%
11 BRK-B 1.06% 113,524,447 $55.1B $485.77 -$4.3B +1,964,659 +1.8%
12 LLY 0.98% 65,961,661 $51.4B $779.53 -$2.8B +269,688 +0.4%
13 V 0.96% 140,654,301 $49.9B $355.05 -$642M -3,673,607 -2.5%
14 NFLX 0.87% 33,960,641 $45.5B $1,339.13 $14.2B +405,940 +1.2%
15 IVV 0.84% 71,087,025 $44.1B $620.90 $3.9B -499,972 -0.7%
16 MA 0.74% 68,692,086 $38.6B $561.94 $488M -841,566 -1.2%
17 COST 0.67% 35,583,824 $35.2B $989.94 $2.2B +651,656 +1.9%
18 WMT 0.64% 344,158,917 $33.7B $97.78 $3.8B +3,657,041 +1.1%
19 XOM 0.63% 307,194,016 $33.1B $107.80 -$2.9B +4,584,811 +1.5%
20 JNJ 0.60% 203,849,282 $31.1B $152.75 -$1.9B +4,482,323 +2.2%
21 ORCL 0.57% 135,309,121 $29.6B $218.63 $10.5B -1,226,386 -0.9%
22 HD 0.54% 76,679,623 $28.1B $366.64 $689M +1,847,843 +2.5%
23 PG 0.52% 172,077,748 $27.4B $159.32 -$2.9B -6,074,841 -3.4%
24 ABBV 0.52% 147,456,064 $27.4B $185.62 -$3.2B +1,577,922 +1.1%
25 CSCO 0.49% 369,706,195 $25.7B $69.38 $3.0B +3,334,791 +0.9%
26 BAC 0.47% 515,384,714 $24.4B $47.32 $2.2B -17,393,919 -3.3%
27 PLTR 0.46% 177,230,734 $24.2B $136.32 $8.3B -11,014,628 -5.9%
28 UNH 0.45% 75,312,087 $23.5B $311.97 -$15.4B +1,021,868 +1.4%
29 IBM 0.44% 77,802,645 $22.9B $294.78 $3.1B -2,049,008 -2.6%
30 IXUS 0.44% 294,547,733 $22.8B $77.31 $4.0B +26,003,767 +9.7%
31 CRM 0.43% 81,627,988 $22.3B $272.69 $760M +1,513,296 +1.9%
32 KO 0.42% 313,295,952 $22.2B $70.75 -$220M +727,678 +0.2%
33 GE 0.41% 83,481,629 $21.5B $257.39 $5.1B +1,549,239 +1.9%
34 WFC 0.39% 256,685,958 $20.6B $80.12 $1.7B -6,003,730 -2.3%
35 INTU 0.39% 25,831,802 $20.3B $787.63 $5.4B +1,490,254 +6.1%
36 AMD 0.37% 137,682,408 $19.5B $141.90 $5.7B +3,135,446 +2.3%
37 ABT 0.37% 141,287,026 $19.2B $136.01 $1.0B +4,309,866 +3.1%
38 NOW 0.36% 18,491,004 $19.0B $1,028.08 $4.2B -158,170 -0.8%
39 PM 0.36% 103,640,455 $18.9B $182.13 $2.8B +2,060,021 +2.0%
40 MRK 0.33% 218,340,832 $17.3B $79.16 -$2.9B -7,057,399 -3.1%
41 LIN 0.33% 36,713,775 $17.2B $469.18 $476M +742,464 +2.1%
42 ISRG 0.33% 31,516,587 $17.1B $543.41 $1.6B +67,026 +0.2%
43 CVX 0.33% 118,985,121 $17.0B $143.19 -$3.5B -3,793,249 -3.1%
44 GS 0.31% 23,075,190 $16.3B $707.75 $3.3B -784,733 -3.3%
45 T 0.31% 562,770,655 $16.3B $28.94 $565M +6,859,052 +1.2%
46 QCOM 0.31% 100,760,988 $16.0B $159.26 $418M -986,186 -1.0%
47 TXN 0.31% 76,847,253 $16.0B $207.62 $899M -6,939,060 -8.3%
48 ACN 0.30% 53,150,644 $15.9B $298.89 -$941M -774,383 -1.4%
49 DIS 0.30% 127,943,882 $15.9B $124.01 $2.9B -3,595,643 -2.7%
50 BKNG 0.30% 2,725,368 $15.8B $5,789.24 $3.5B +59,241 +2.2%
51 BSX 0.30% 146,687,740 $15.8B $107.41 $1.5B +5,016,674 +3.5%
52 ADBE 0.30% 40,139,955 $15.5B $386.88 $93M -107,275 -0.3%
53 PEP 0.29% 116,271,874 $15.4B $132.04 -$1.6B +2,969,861 +2.6%
54 VZ 0.29% 353,346,455 $15.3B $43.27 -$905M -3,659,927 -1.0%
55 MCD 0.29% 51,859,606 $15.2B $292.17 -$1.3B -723,954 -1.4%
56 RTX 0.27% 98,349,520 $14.4B $146.02 $1.3B +97,764 +0.1%
57 UBER 0.27% 151,559,021 $14.1B $93.30 $3.0B -1,261,960 -0.8%
58 C 0.27% 165,423,315 $14.1B $85.12 $2.3B -650,311 -0.4%
59 SPGI 0.27% 26,489,666 $14.0B $527.29 $102M -800,149 -2.9%
60 AXP 0.27% 43,636,024 $13.9B $318.98 $1.8B -1,389,369 -3.1%
61 AMAT 0.26% 75,259,933 $13.8B $183.07 $2.4B -3,314,602 -4.2%
62 MS 0.26% 95,012,109 $13.4B $140.86 $2.2B -1,226,243 -1.3%
63 CAT 0.25% 33,827,921 $13.1B $388.21 $1.5B -1,552,615 -4.4%
64 AMGN 0.25% 46,598,338 $13.0B $279.21 -$1.1B +1,158,907 +2.6%
65 GILD 0.24% 114,879,922 $12.7B $110.87 -$273M -1,224,650 -1.1%
66 PGR 0.24% 47,624,487 $12.7B $266.86 -$2.2B -5,020,583 -9.5%
67 TJX 0.24% 100,004,464 $12.3B $123.49 $95M -610,014 -0.6%
68 PFE 0.23% 494,877,296 $12.0B $24.24 -$20M +20,709,704 +4.4%
69 LRCX 0.23% 122,202,650 $11.9B $97.34 $2.9B -1,608,221 -1.3%
70 NEE 0.22% 168,596,357 $11.7B $69.42 $154M +5,665,297 +3.5%
71 SCHW 0.22% 128,213,107 $11.7B $91.24 $2.1B +5,353,480 +4.4%
72 MU 0.22% 92,128,816 $11.4B $123.25 $3.2B -1,864,362 -2.0%
73 TMO 0.21% 27,330,008 $11.1B $405.46 -$3.4B -1,750,113 -6.0%
74 PANW 0.21% 53,707,197 $11.0B $204.64 $1.9B +475,815 +0.9%
75 ADP 0.21% 35,541,503 $11.0B $308.40 -$91M -630,981 -1.7%
76 COF 0.21% 50,951,808 $10.8B $212.76 $5.8B +22,736,513 +80.6%
77 CMCSA 0.21% 302,038,690 $10.8B $35.69 -$656M -7,864,081 -2.5%
78 HON 0.21% 46,198,361 $10.8B $232.88 $781M -923,953 -2.0%
79 MDT 0.20% 122,449,341 $10.7B $87.17 $128M +5,092,931 +4.3%
80 BLK 0.20% 10,114,671 $10.6B $1,049.25 $811M -241,107 -2.3%
81 KLAC 0.20% 11,803,738 $10.6B $895.74 $2.6B +30,656 +0.3%
82 SYK 0.20% 26,626,621 $10.5B $395.63 $415M -556,232 -2.0%
83 BA 0.20% 49,941,546 $10.5B $209.53 $1.9B -233,091 -0.5%
84 GEV 0.20% 19,712,331 $10.4B $529.15 $4.6B +646,105 +3.4%
85 UNP 0.20% 45,119,531 $10.4B $230.08 -$303M -107,001 -0.2%
86 CRWD 0.20% 20,312,642 $10.3B $509.31 $3.5B +930,414 +4.8%
87 DHR 0.20% 52,233,943 $10.3B $197.54 -$465M -368,251 -0.7%
88 WELL 0.20% 66,550,890 $10.2B $153.73 $178M +934,466 +1.4%
89 ETN 0.19% 28,390,829 $10.1B $356.99 $2.0B -1,437,163 -4.8%
90 AMT 0.19% 45,659,310 $10.1B $221.02 $739M +2,678,855 +6.2%
91 TT 0.19% 22,426,539 $9.8B $437.41 $1.7B -1,557,034 -6.5%
92 PLD 0.19% 93,299,472 $9.8B $105.12 -$551M +636,270 +0.7%
93 VRTX 0.19% 21,871,945 $9.7B $445.20 -$823M +89,012 +0.4%
94 ADI 0.19% 40,905,222 $9.7B $238.02 $1.8B +1,519,611 +3.9%
95 ICE 0.18% 51,361,637 $9.4B $183.47 $733M +985,461 +2.0%
96 APH 0.18% 94,558,170 $9.3B $98.75 $2.7B -7,317,055 -7.2%
97 DE 0.18% 18,147,720 $9.2B $508.49 $644M -140,508 -0.8%
98 CDNS 0.18% 29,892,073 $9.2B $308.15 $1.2B -1,423,431 -4.5%
99 SPOT 0.17% 11,828,371 $9.1B $767.34 $2.9B +510,081 +4.5%
100 TMUS 0.17% 37,131,568 $8.8B $238.26 -$1.1B -289,183 -0.8%

Options Breakdown

95 Calls $25.4B Call Value 33 Puts $2.1B Put Value 0.08 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 30,914,200 $19.1B
GLD 6,136,600 $1.9B
EFA 5,752,800 $514M
QQQ 684,000 $377M
FXI 9,262,500 $340M
IWM 1,317,500 $284M
ACWI 2,064,000 $265M
WFC 2,878,100 $231M NEW
MSFT 456,700 $227M
NVDA 1,304,400 $206M

Top Puts

SymbolSharesValueStatus
IVV 1,113,000 $691M
IWM 1,930,800 $417M
SPY 528,800 $327M
QQQ 344,600 $190M NEW
NKE 2,584,000 $184M NEW
ORCL 510,500 $112M NEW
HYG 875,000 $71M
DLTR 681,000 $67M NEW
AAL 500,000 $6M
CRWV 30,000 $5M NEW

New Positions

SymbolValue% Port
B $1.0B 0.02%
RAL $875M 0.02%
RKLB $814M 0.02%
CRCL $623M 0.01%
DEA $162M —%
SMA $149M —%
ETOR $133M —%
ITRI Note
1.375% due 07/15/30
$127M —%
CHYM $121M —%
LION $116M —%
WEC Note
4.375% due 06/01/29
$91M —%
BABA Note
0.5% due 06/01/31
$87M —%
FWRD $82M —%
SEI Note
4.75% due 05/01/30
$73M —%
MKSI Note
1.25% due 06/01/30
$66M —%

Sold Out Positions

SymbolValue% Port
NGL —%
NCDL —%
HNVR —%
ENZL —%
AMIX —%
CENN —%
FBND —%
LBTYB —%
GAME —%
JUNS —%
CDIO —%
KFFB —%
BTM —%
MIST —%
IPM —%
View SEC EDGAR Filings for BlackRock →

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