BlackRock Inc (BLKCHF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Tandem Investment Advisors, Inc.

DECREASED

Shares39,174 from 47,744

Change-8,570 (-18%)

Value$41.5M (-$4.5M)

Filed 2026-11-04

Asset Planning Services Inc

DECREASED

Shares6,991 from 6,992

Change-1 (0%)

Value$7.4K (-$6.7M)

Filed 2026-10-15

Investment Research & Advisory Group, Inc.

DECREASED

Shares5,296 from 5,399

Change-103 (-2%)

Value$5.6M (+$418.1K)

Filed 2026-10-19

Sterling Investment Advisors, Ltd.

UNCHANGED

Shares3,291 from 3,291

Change0 (0%)

Value$3.5M (+$318.5K)

Filed 2026-10-27

Byrne Asset Management LLC

DECREASED

Shares1,461 from 1,531

Change-70 (-5%)

Value$1.6M (+$82.9K)

Filed 2026-10-06

Mengis Capital Management, Inc.

UNCHANGED

Shares443 from 443

Change0 (0%)

Value$468.8K (+$42.9K)

Filed 2026-10-13

Cullinan Associates Inc

DECREASED

Shares410 from 423

Change-13 (-3%)

Value$433.9K (+$27.2K)

Filed 2026-11-03

Asset Planning,Inc

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$94.2K (+$8.6K)

Filed 2026-10-26

Burkett Financial Services, LLC

INCREASED

Shares61 from 3

Change+58 (+1933%)

Value$64.7K (+$61.7K)

Filed 2026-10-01

Joseph Group Capital Management

INCREASED

Shares60 from 38

Change+22 (+58%)

Value$63.5K (+$27.0K)

Filed 2026-11-04

Horizon Financial Services, LLC

INCREASED

Shares30 from 5

Change+25 (+500%)

Value$31.7K (+$26.9K)

Filed 2026-11-04

Sawyer & Company, Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$5.3K (+$483)

Filed 2026-10-21

Vestor Capital, LLC

CLOSED

Shares0 from 56,925

Change-56,925 (-100%)

Value$0 (-$2.0K)

Filed 2026-11-04

Boit C F David

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$384.6K)

Filed 2026-10-29

Hanson & Doremus Investment Management

CLOSED

Shares0 from 399

Change-399 (-100%)

Value$0 (-$384.0K)

Filed 2026-10-16

LVM Capital Management LTD

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$240)

Filed 2026-10-20

First Long Island Investors, LLC

N/A

Shares— from 21,450

Change-21,450 (-100%)

Value—

Covington Investment Advisors Inc.

N/A

Shares— from 13,172

Change-13,172 (-100%)

Value—

IVY Lane Capital Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Blue Edge Capital, LLC

N/A

Shares— from 4,709

Change-4,709 (-100%)

Value—

Kirtland Hills Capital Management, LLC

N/A

Shares— from 4,433

Change-4,433 (-100%)

Value—

Pinnacle West Asset Management, Inc.

N/A

Shares— from 2,458

Change-2,458 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 1,889

Change-1,889 (-100%)

Value—

Ironwood Investment Counsel, LLC

N/A

Shares— from 1,345

Change-1,345 (-100%)

Value—

AR Asset Management Inc

N/A

Shares— from 478

Change-478 (-100%)

Value—

Disciplina Capital Management LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 31

Change-31 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 26

Change-26 (-100%)

Value—

Turim 21 Investimentos Ltda.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Tandem Investment Advisors, Inc.	DECREASED	39,174	47,744	-8,570	-18%	$45.9M	$41.5M	-$4.5M	2026-11-04
Asset Planning Services Inc	DECREASED	6,991	6,992	-1	0%	$6.7M	$7.4K	-$6.7M	2026-10-15
Investment Research & Advisory Group, Inc.	DECREASED	5,296	5,399	-103	-2%	$5.2M	$5.6M	+$418.1K	2026-10-19
Sterling Investment Advisors, Ltd.	UNCHANGED	3,291	3,291	0	0%	$3.2M	$3.5M	+$318.5K	2026-10-27
Byrne Asset Management LLC	DECREASED	1,461	1,531	-70	-5%	$1.5M	$1.6M	+$82.9K	2026-10-06
Mengis Capital Management, Inc.	UNCHANGED	443	443	0	0%	$426.0K	$468.8K	+$42.9K	2026-10-13
Cullinan Associates Inc	DECREASED	410	423	-13	-3%	$406.7K	$433.9K	+$27.2K	2026-11-03
Asset Planning,Inc	UNCHANGED	89	89	0	0%	$85.6K	$94.2K	+$8.6K	2026-10-26
Burkett Financial Services, LLC	INCREASED	61	3	+58	+1933%	$3.0K	$64.7K	+$61.7K	2026-10-01
Joseph Group Capital Management	INCREASED	60	38	+22	+58%	$36.5K	$63.5K	+$27.0K	2026-11-04
Horizon Financial Services, LLC	INCREASED	30	5	+25	+500%	$4.8K	$31.7K	+$26.9K	2026-11-04
Sawyer & Company, Inc	UNCHANGED	5	5	0	0%	$4.8K	$5.3K	+$483	2026-10-21
Vestor Capital, LLC	CLOSED	0	56,925	-56,925	-100%	$2.0K	$0	-$2.0K	2026-11-04
Boit C F David	CLOSED	0	400	-400	-100%	$384.6K	$0	-$384.6K	2026-10-29
Hanson & Doremus Investment Management	CLOSED	0	399	-399	-100%	$384.0K	$0	-$384.0K	2026-10-16
LVM Capital Management LTD	CLOSED	0	250	-250	-100%	$240	$0	-$240	2026-10-20
First Long Island Investors, LLC	N/A	—	21,450	-21,450	-100%	$20.6M	—	—	—
Covington Investment Advisors Inc.	N/A	—	13,172	-13,172	-100%	$12.7M	—	—	—
IVY Lane Capital Management, LLC	N/A	—	10,000	-10,000	-100%	$9.6M	—	—	—
Blue Edge Capital, LLC	N/A	—	4,709	-4,709	-100%	$4.5M	—	—	—
Kirtland Hills Capital Management, LLC	N/A	—	4,433	-4,433	-100%	$4.3M	—	—	—
Pinnacle West Asset Management, Inc.	N/A	—	2,458	-2,458	-100%	$2.4M	—	—	—
Dearborn Partners LLC	N/A	—	1,889	-1,889	-100%	$1.8M	—	—	—
Ironwood Investment Counsel, LLC	N/A	—	1,345	-1,345	-100%	$1.3M	—	—	—
AR Asset Management Inc	N/A	—	478	-478	-100%	$460.0K	—	—	—
Disciplina Capital Management LLC	N/A	—	80	-80	-100%	$76.8K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	31	-31	-100%	$30.0K	—	—	—
Ogorek Anthony Joseph	N/A	—	26	-26	-100%	$25.0K	—	—	—
Turim 21 Investimentos Ltda.	N/A	—	4	-4	-100%	$3.8K	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$1.9K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	2	-2	-100%	$1.9K	—	—	—

Showing 31 of 31 institutions