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What smart money is saying about BlackRock, Inc.United States flag

BLK · Financial Services · Asset Management · Market cap $162.53B

2 funds in our archive have pitched BlackRock, Inc. — most recently The London Company Large Cap in December 2025.

Company profile

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York City with additional offices in Boston, Massachusetts; London, United Kingdom; Gurgaon, India; Hong Kong; Greenwich, Connecticut; Princeton, New Jersey; Edinburgh, United Kingdom; Sydney, Australia; Taipei, Taiwan; Singapore; Sao Paulo, Brazil; Philadelphia, Pennsylvania; Washington, District of Columbia; Toronto, Canada; Wilmington, Delaware; and San Francisco, California.

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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
7
Letters

Position history

Between Q4 2024 and Q3 2026, 1 fund letter reported a position in BlackRock, Inc., with no move described.

Fund letters reporting a position in BlackRock, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q4 20250001
Q4 20240001

Fund activity · 1 position

  • HoldsGuinness Global Money Managers Fund
    July 2026

    Listed in Guinness Global Money Managers Fund’s reported holdings.

    Read the letterBlackRock, Inc.

Also mentioned · 4

These funds discuss BlackRock, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedGuinness Sustainable Energy Fund
    June 2026
    NextEra’s acquisition follows recent M&A in the sector including BlackRock and EQT’s $33.3bn take-private of power plant operator AES and Constellation’s $27bn takeover of rival Calpine.
    Read the letterBlackRock, Inc.
  • MentionedSVN Capital Fund
    June 2026
    But a gate is the safety valve working. It is the very mechanism that stops a stampede from forcing assets to be sold into a falling market.
    Read the letterBlackRock, Inc.
  • MentionedNinepoint Partners Mid‑Year Outlook
    June 2026
    BlackRock CEO Larry Fink recently remarked5 that tokenization today is “where the internet was in 1996” and that the financial services industry is at the “beginning of the tokenization of all assets.”
    Read the letterBlackRock, Inc.
  • MentionedGuinness Sustainable Energy Fund (Guinness Global Investors)
    June 2026
    NextEra’s acquisition follows recent M&A in the sector including BlackRock and EQT’s $33.3bn take-private of power plant operator AES and Constellation’s $27bn takeover of rival Calpine.
    Read the letterBlackRock, Inc.

Fund coverage · 2 theses

  • The London Company Large Cap
    December 2025

    BlackRock, Inc. maintains record AUM, strong flows, and robust organic fee growth despite sentiment headwinds, supporting its long-term share gains and steady capital returns.

    Read the full thesis
  • Nightview Capital
    December 2024

    BlackRock’s scale, innovation, and focus on AI and sustainability position it for steady long-term growth

    Read the full thesis

Read every full thesis on BlackRock, Inc.

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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