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BlackRock, Inc. (BLK)

USD1,032.05 +0.49 (+0.05%)
US NYSE S&P 500 Financial Services Asset Management
Address 50 Hudson Yards 10001
New York, NY, US
CEO Laurence Douglas Fink
IPO 1999-10-01
CIK 2012383 ISIN US09290D1019

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Also trades on CBOE CA · BLK.NE (CAD) Deutsche Börse · BLQA.DE (EUR) Deutsche Börse · UU2.DE (EUR) London Stock Exchange · 0QZZ.L (USD) New York Stock Exchange · BLK (USD) Swiss Exchange · BLK.SW (USD)
Description

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, New York with additional offices in Atlanta, Georgia; Boston, Massachusetts; Chicago, Illinois; Dallas, Texas; Denver, Colorado; Greenwich, Connecticut; Houston, Texas; Miami, Florida; Newport Beach, California; Palo Alto, California; Philadelphia, Pennsylvania; Princeton, New Jersey; San Francisco, California; Santa Monica, California; Seattle, Washington; Washington, DC; West Palm Beach, Florida; Wilmington, Delaware; Mexico; Canada; South Africa; Netherlands; Greece; Serbia; Belgium; Hungary; Denmark; Ireland; Scotland; Germany; Switzerland; England; Luxembourg; Spain; Italy; France; Sweden; Austria; India; China; Australia; Hong Kong; South Korea; Singapore; Taiwan; Japan; Colombia; Argentina; Peru; Chile; Brazil; UAE; Saudi Arabia; Israel.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
Merrill 2006-06-09 View

Index membership

IndexAddedRemovedStatus
S&P 500 2011-04-01 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1,032.05 +0.49 (+0.05%)
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Volume Profile
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Liquidity & share structure
Average Volume
730.8K
Beta
1.43
Float Shares
144.14M
Free Float %
92.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.04% -2.84% -1.76% -1.54% -0.04% -2.19% +6.84% +55.42% +19.38% +187.72% +7,308.92%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (33 ratings, all time) Buy
Price Targets & DCF
Current price
1,032.05
Low 1,200.00 +16.3%
Consensus 1,311.78 +27.1%
Median 1,350.00 +30.8%
High 1,393.00 +35.0%
DCF (Unlevered) 556.73 -46.1%
DCF (Levered) 435.08 -57.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 82% Bullish
Rating 2026-05 Change
Strong Buy 4 -1
Buy 10 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 4
1,262.00
+22.3%
Last Year 28
1,287.18
+24.7%
All Time 73
1,082.56
+4.9%
Quality scores
Altman Z-Score
1.67
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +18.7% Q1'26: +28.3% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    -15.7% Q1'26: +45.9% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +22.8% Q1'26: -17.6% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +32.3% Q1'26: +42.6% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +9.8% Q1'26: +13.8% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +9.1% Q1'26: +5.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    1.77× Q1'26: 1.30× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.46) × ERP
WACC = 92% × Ke + 8% × Kd (4.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 556.73 Current price: 1,032.05
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
8 Rev. Ana.
9 EPS Ana.
Dec 2027
9 Rev. Ana.
9 EPS Ana.
Dec 2028
5 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
8.61B
est: 7.99B (+7.8%)
9.08B
est: 8.63B (+5.2%)
9.34B
est: 8.93B (+4.6%)
10.18B
est: 9.60B (+6.0%)
11.08B
est: 10.26B (+8.0%)
11.40B
est: 11.36B (+0.4%)
12.26B
est: 11.20B (+9.5%)
13.60B
est: 12.26B (+10.9%)
14.20B
est: 14.29B (-0.7%)
14.54B
est: 14.43B (+0.8%)
16.21B
est: 16.03B (+1.1%)
19.37B
est: 19.48B (-0.5%)
17.87B
est: 17.80B (+0.4%)
17.86B
est: 18.69B (-4.4%)
20.41B
est: 20.32B (+0.4%)
24.22B
est: 24.01B (+0.9%)
28.05B
25.79B – 29.17B
+16.8% YoY
31.15B
28.81B – 33.31B
+11.0% YoY
35.15B
34.93B – 35.38B
+12.9% YoY
37.91B
34.81B – 39.77B
+7.8% YoY
EBITDA
3.55B
est: 3.19B (+11.4%)
3.47B
est: 3.42B (+1.5%)
3.82B
est: 3.82B (+0.0%)
4.27B
est: 4.17B (+2.5%)
4.75B
est: 4.53B (+4.8%)
4.96B
est: 4.80B (+3.4%)
4.90B
est: 4.84B (+1.3%)
5.50B
est: 5.48B (+0.4%)
5.80B
est: 5.57B (+4.1%)
5.90B
est: 6.06B (-2.6%)
6.08B
est: 5.89B (+3.2%)
7.90B
est: 7.89B (+0.1%)
6.90B
est: 7.98B (-13.6%)
6.77B
est: 7.19B (-5.9%)
8.21B
est: 7.82B (+4.9%)
8.47B
est: 9.24B (-8.3%)
10.80B
9.93B – 11.23B
+16.8% YoY
11.99B
11.09B – 12.82B
+11.0% YoY
13.53B
13.45B – 13.62B
+12.9% YoY
14.60B
13.40B – 15.31B
+7.8% YoY
EBIT
3.25B
est: 2.74B (+18.7%)
3.31B
est: 3.08B (+7.5%)
3.52B
est: 3.37B (+4.7%)
3.98B
est: 3.61B (+10.2%)
4.47B
est: 4.11B (+8.8%)
4.66B
est: 4.43B (+5.2%)
4.64B
est: 4.52B (+2.7%)
5.26B
est: 5.08B (+3.6%)
5.58B
est: 5.27B (+6.0%)
5.60B
est: 5.30B (+5.7%)
5.72B
est: 4.97B (+15.1%)
7.48B
est: 6.94B (+7.8%)
6.48B
est: 7.40B (-12.4%)
6.35B
est: 6.74B (-5.8%)
7.68B
est: 7.33B (+4.8%)
7.81B
est: 8.66B (-9.8%)
10.12B
9.30B – 10.52B
+16.8% YoY
11.23B
10.39B – 12.01B
+11.0% YoY
12.68B
12.59B – 12.76B
+12.9% YoY
13.67B
12.55B – 14.34B
+7.8% YoY
Net Income
2.06B
est: 1.87B (+10.1%)
2.34B
est: 2.21B (+5.6%)
2.46B
est: 2.35B (+4.7%)
2.93B
est: 2.74B (+6.9%)
3.29B
est: 3.02B (+8.9%)
3.35B
est: 3.18B (+5.2%)
3.17B
est: 3.13B (+1.2%)
4.95B
est: 4.79B (+3.5%)
4.31B
est: 4.14B (+4.0%)
4.48B
est: 4.27B (+4.9%)
4.93B
est: 4.33B (+14.0%)
5.90B
est: 5.49B (+7.6%)
5.18B
est: 5.80B (-10.8%)
5.50B
est: 6.05B (-9.0%)
6.37B
est: 7.17B (-11.2%)
5.55B
est: 7.79B (-28.7%)
8.80B
8.59B – 9.01B
+13.0% YoY
9.89B
9.38B – 10.40B
+12.4% YoY
11.53B
9.71B – 13.36B
+16.6% YoY
12.40B
11.08B – 13.18B
+7.5% YoY
SGA
1.85B
est: 4.50B (-58.9%)
1.98B
est: 4.13B (-52.1%)
1.36B
est: 1.36B (-0.4%)
1.42B
est: 1.44B (-1.5%)
1.45B
est: 1.25B (+16.0%)
1.38B
est: 1.32B (+4.9%)
1.28B
est: 1.29B (-0.5%)
1.44B
est: 1.41B (+2.0%)
1.57B
est: 1.51B (+4.4%)
1.71B
est: 1.60B (+6.5%)
2.44B
est: 1.64B (+48.8%)
2.19B
est: 2.04B (+7.3%)
2.05B
est: 2.17B (-5.2%)
2.10B
est: 2.43B (-13.6%)
2.26B
est: 2.64B (-14.5%)
4.69B
est: 3.12B (+50.3%)
3.64B
3.35B – 3.79B
+16.8% YoY
4.05B
3.74B – 4.33B
+11.0% YoY
4.57B
4.54B – 4.60B
+12.9% YoY
4.92B
4.52B – 5.17B
+7.8% YoY
EPS
10.63
est: 9.26 (+14.8%)
12.51
est: 10.69 (+17.0%)
13.97
est: 12.51 (+11.7%)
17.16
est: 14.62 (+17.4%)
19.50
est: 16.47 (+18.4%)
20.02
est: 19.66 (+1.8%)
19.19
est: 19.19 (+0.0%)
30.42
est: 22.37 (+36.0%)
26.75
est: 27.29 (-2.0%)
28.69
est: 27.89 (+2.9%)
32.13
est: 32.61 (-1.5%)
38.76
est: 38.91 (-0.4%)
34.31
est: 34.49 (-0.5%)
36.85
est: 40.66 (-9.4%)
42.45
est: 43.05 (-1.4%)
35.84
est: 47.22 (-24.1%)
53.15
51.95 – 54.50
+12.5% YoY
60.59
56.70 – 62.91
+14.0% YoY
69.74
58.72 – 80.76
+15.1% YoY
74.94
66.97 – 79.71
+7.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-15 Barclays Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-27 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-26 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-22 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-21 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-20 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-19 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-18 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-15 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-14 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-13 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-12 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-11 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-08 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-07 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-06 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-05-05 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-04-22 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-04-21 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-04-20 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-04-17 C 2/5 4/5 1/5 1/5 1/5 2/5 1/5
2026-04-16 C 2/5 4/5 1/5 1/5 1/5 2/5 1/5
2026-04-15 C 2/5 4/5 1/5 1/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.12B
OE per share TTM
25.87
Owner's Yield
2.53%
Maintenance CapEx ratio
3.11%
Maint CapEx / Avg PPE
11.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
2,333
Total invested
112.87B
Insider transactions (90d)
2
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 SEGALL BRYANT & HAMILL, LLC 529.9K 7.80% 88.8K 529.9K IA 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP 2024-11-13
2 (1) BlackRock, Inc. 250.0K 45.50% 250.0K 250.0K HC Delaware 2024-12-06

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
2,333
-112 vs prev Q
New positions
160
Closed positions
265
Increased
1,038
Reduced
923
Put/Call ratio
1.25
Calls held
997.4K
Puts held
1.25M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 14.06M +221.1K (+1.6%) 15.05B -1.1B (-6.7%) 9.07% +0.131 pp 0.22% -0.023 pp USD1,024.06 +4.5% 5 qtrs
2 BLACKROCK, INC. 10.09M +18.2K (+0.2%) 10.80B -942.9M (-8.0%) 6.51% +0.003 pp 0.18% -0.023 pp USD1,022.86 +4.6% 5 qtrs
3 STATE STREET CORP 6.26M +33.8K (+0.5%) 6.71B -559.1M (-7.7%) 4.04% +0.017 pp 0.22% -0.027 pp USD1,024.62 +4.5% 5 qtrs
4 BANK OF AMERICA CORP /DE/ 5.20M +139.4K (+2.8%) 5.56B -334.0M (-5.7%) 3.35% +0.086 pp 0.40% +0.005 pp USD1,034.27 +3.5% 5 qtrs
5 TEMASEK HOLDINGS (PRIVATE) LTD 5.09M +— (+0.0%) 5.45B -486.5M (-8.2%) 3.28% -0.004 pp 17.26% -3.223 pp USD1,025.11 +4.4% 5 qtrs
6 CAPITAL RESEARCH GLOBAL INVESTORS 3.84M +12.0K (+0.3%) 4.11B -352.7M (-7.9%) 2.48% +0.005 pp 0.76% -0.079 pp USD1,024.30 +4.5% 5 qtrs
7 MORGAN STANLEY 3.51M +1.8K (+0.1%) 3.75B -333.0M (-8.1%) 2.26% -0.002 pp 0.22% -0.023 pp USD1,025.13 +4.4% 5 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 3.17M +27.6K (+0.9%) 3.37B -268.2M (-7.4%) 2.04% +0.015 pp 0.21% -0.024 pp USD1,023.22 +4.6% 5 qtrs
9 NORGES BANK 2.56M +2.6M (+100.0%) 2.74B +2.7B (+100.0%) 1.65% +1.652 pp 0.29% +0.293 pp USD1,070.34 +0.0% 1 qtrs NEW
10 WELLS FARGO & COMPANY/MN 2.50M -25.8K (-1.0%) 2.68B -269.0M (-9.1%) 1.61% -0.019 pp 0.49% -0.073 pp USD1,026.49 +4.3% 5 qtrs
11 FRANKLIN RESOURCES INC 2.07M +253.3K (+13.9%) 2.22B +97.5M (+4.6%) 1.33% +0.162 pp 0.54% +0.015 pp USD1,036.03 +3.3% 5 qtrs
12 FMR LLC 1.99M -68.6K (-3.3%) 2.13B -270.4M (-11.3%) 1.28% -0.046 pp 0.11% -0.016 pp USD1,025.46 +4.4% 5 qtrs
13 CAPITAL INTERNATIONAL INVESTORS 1.98M +135.7K (+7.4%) 2.12B -30.6M (-1.4%) 1.27% +0.086 pp 0.33% -0.015 pp USD1,016.54 +5.3% 5 qtrs
14 FISHER ASSET MANAGEMENT, LLC 1.82M -77.8K (-4.1%) 1.95B -265.0M (-11.9%) 1.18% -0.052 pp 0.67% -0.136 pp USD1,025.11 +4.4% 5 qtrs
15 AMERIPRISE FINANCIAL INC 1.66M -66.4K (-3.8%) 1.78B -236.4M (-11.7%) 1.07% -0.044 pp 0.40% -0.061 pp USD1,025.11 +4.4% 5 qtrs
16 NORTHERN TRUST CORP 1.52M -19.9K (-1.3%) 1.62B -168.2M (-9.4%) 0.98% -0.014 pp 0.21% -0.022 pp USD1,025.11 +4.4% 5 qtrs
17 WELLINGTON MANAGEMENT GROUP LLP 1.45M +968.2K (+200.5%) 1.55B +990.2M (+175.9%) 0.94% +0.624 pp 0.27% +0.174 pp USD1,058.21 +1.1% 5 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.26M +23.4K (+1.9%) 1.35B -93.5M (-6.5%) 0.82% +0.014 pp 0.21% -0.021 pp USD1,030.29 +3.9% 5 qtrs
19 ROYAL BANK OF CANADA 1.23M -142.2K (-10.4%) 1.32B -283.5M (-17.7%) 0.79% -0.093 pp 0.21% -0.048 pp USD995.31 +7.5% 5 qtrs
20 UBS ASSET MANAGEMENT AMERICAS INC 1.21M +108.7K (+9.8%) 1.30B +10.8M (+0.8%) 0.78% +0.069 pp 0.27% -0.005 pp USD1,026.33 +4.3% 5 qtrs
21 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.17M -45.6K (-3.8%) 1.25B -164.7M (-11.6%) 0.75% -0.030 pp 0.40% -0.035 pp USD1,043.18 +2.6% 5 qtrs
22 GOLDMAN SACHS GROUP INC 1.09M -184.8K (-14.5%) 1.17B -319.9M (-21.5%) 0.70% -0.120 pp 0.14% -0.039 pp USD1,035.03 +3.4% 5 qtrs
23 CAPITAL WORLD INVESTORS 983.6K -2.5M (-71.5%) 1.05B -3.0B (-73.9%) 0.63% -1.597 pp 0.14% -0.407 pp USD1,025.11 +4.4% 5 qtrs
24 BLUE OWL CAPITAL HOLDINGS LP 945.9K +945.9K (+100.0%) 1.01B +1.0B (+100.0%) 0.61% +0.610 pp 75.76% +75.755 pp USD1,070.34 +0.0% 1 qtrs NEW
25 UBS GROUP AG 935.1K -60.2K (-6.1%) 1.00B -159.6M (-13.7%) 0.60% -0.040 pp 0.16% -0.020 pp USD1,025.88 +4.3% 5 qtrs
26 JPMORGAN CHASE & CO 932.9K -89.2K (-8.7%) 998.54M -193.1M (-16.2%) 0.60% -0.058 pp 0.06% -0.009 pp USD1,025.73 +4.3% 5 qtrs
27 LEGAL & GENERAL GROUP PLC 920.6K +7.5K (+0.8%) 985.33M -79.2M (-7.4%) 0.59% +0.004 pp 0.22% -0.020 pp USD1,030.61 +3.9% 5 qtrs
28 BANK OF NEW YORK MELLON CORP 858.6K -171.7K (-16.7%) 919.00M -282.2M (-23.5%) 0.55% -0.112 pp 0.16% -0.070 pp USD1,025.11 +4.4% 5 qtrs
29 UNISPHERE ESTABLISHMENT 825.0K +— (+0.0%) 883.03M -78.8M (-8.2%) 0.53% -0.001 pp 6.60% -0.940 pp USD1,007.36 +6.3% 5 qtrs
30 INVESCO LTD. 751.3K +21.0K (+2.9%) 804.16M -47.3M (-5.6%) 0.48% +0.013 pp 0.12% -0.011 pp USD1,017.49 +5.2% 5 qtrs
31 FIL LTD 743.0K -133.8K (-15.3%) 795.29M -227.0M (-22.2%) 0.48% -0.087 pp 0.60% -0.208 pp USD1,018.91 +5.0% 5 qtrs
32 VALUEACT HOLDINGS, L.P. 695.0K +695.0K (+100.0%) 743.89M +743.9M (+100.0%) 0.45% +0.448 pp 10.59% +10.589 pp USD1,070.34 +0.0% 1 qtrs NEW
33 NUVEEN, LLC 687.7K +112.2K (+19.5%) 736.10M +65.1M (+9.7%) 0.44% +0.072 pp 0.19% +0.016 pp USD995.16 +7.6% 4 qtrs
34 FAYEZ SAROFIM & CO 623.3K -11.9K (-1.9%) 667.13M -79.3M (-10.6%) 0.40% -0.008 pp 1.60% -0.130 pp USD1,025.11 +4.4% 5 qtrs
35 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 577.9K -551.7K (-48.8%) 618.52M -698.5M (-53.0%) 0.37% -0.357 pp 0.53% -0.620 pp USD1,083.23 -1.2% 5 qtrs
36 AMUNDI 556.8K +9.6K (+1.7%) 595.99M -49.4M (-7.6%) 0.36% +0.006 pp 0.16% -0.046 pp USD1,065.05 +0.5% 5 qtrs
37 PRICE T ROWE ASSOCIATES INC /MD/ 529.7K +4.5K (+0.9%) 566.97M -45.3M (-7.4%) 0.34% +0.003 pp 0.06% -0.004 pp USD1,023.60 +4.6% 5 qtrs
38 ENVESTNET ASSET MANAGEMENT INC 527.2K -13.2K (-2.4%) 564.29M -65.7M (-10.4%) 0.34% -0.009 pp 0.17% -0.014 pp USD1,026.46 +4.3% 5 qtrs
39 CANTILLON CAPITAL MANAGEMENT LLC 514.3K +3.9K (+0.8%) 550.42M -44.6M (-7.5%) 0.33% +0.002 pp 2.98% -0.300 pp USD1,027.69 +4.2% 5 qtrs
40 MILLENNIUM MANAGEMENT LLC 508.1K +154.2K (+43.6%) 543.86M +131.2M (+31.8%) 0.33% +0.099 pp 0.23% +0.053 pp USD1,126.02 -4.9% 4 qtrs
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 493.8K -84.5K (-14.6%) 528.53M -145.7M (-21.6%) 0.32% -0.055 pp 0.06% -0.016 pp USD1,041.89 +2.7% 5 qtrs
42 DIMENSIONAL FUND ADVISORS LP 444.7K +1.7K (+0.4%) 476.04M -40.4M (-7.8%) 0.29% +0.001 pp 0.10% -0.011 pp USD1,025.24 +4.4% 5 qtrs
43 RAYMOND JAMES FINANCIAL INC 440.8K -19.9K (-4.3%) 473.07M -64.1M (-11.9%) 0.28% -0.013 pp 0.15% -0.026 pp USD1,027.30 +4.2% 5 qtrs
44 LONDON CO OF VIRGINIA 421.9K -12.3K (-2.8%) 451.59M -54.6M (-10.8%) 0.27% -0.008 pp 2.61% -0.189 pp USD1,025.11 +4.4% 5 qtrs
45 DEUTSCHE BANK AG\ 406.8K -105.8K (-20.6%) 435.39M -162.3M (-27.1%) 0.26% -0.069 pp 0.14% -0.059 pp USD1,027.69 +4.2% 5 qtrs
46 CITADEL ADVISORS LLC 403.8K +249.5K (+161.8%) 432.22M +252.4M (+140.3%) 0.26% +0.161 pp 0.06% +0.038 pp USD1,080.05 -0.9% 5 qtrs
47 BARCLAYS PLC 376.7K -50.3K (-11.8%) 403.15M -94.6M (-19.0%) 0.24% -0.033 pp 0.10% -0.031 pp USD1,021.32 +4.8% 5 qtrs
48 PRINCIPAL FINANCIAL GROUP INC 358.1K -4.7K (-1.3%) 383.28M -39.7M (-9.4%) 0.23% -0.003 pp 0.20% -0.018 pp USD1,025.11 +4.4% 5 qtrs
49 PNC FINANCIAL SERVICES GROUP, INC. 355.6K -5.4K (-1.5%) 380.63M -40.2M (-9.6%) 0.23% -0.004 pp 0.21% -0.047 pp USD1,037.07 +3.2% 5 qtrs
50 SCHRODER INVESTMENT MANAGEMENT GROUP 347.9K +9.2K (+2.7%) 376.85M -21.3M (-5.3%) 0.22% +0.006 pp 0.29% -0.023 pp USD949.75 +12.7% 4 qtrs
51 SUMITOMO MITSUI TRUST HOLDINGS, INC. 346.6K -12.7K (-3.5%) 371.01M -47.9M (-11.4%) 0.22% -0.009 pp 0.22% -0.023 pp USD1,025.42 +4.4% 5 qtrs
52 ALLIANCEBERNSTEIN L.P. 328.9K -33.3K (-9.2%) 352.07M -70.2M (-16.6%) 0.21% -0.022 pp 0.11% -0.022 pp USD996.18 +7.4% 5 qtrs
53 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 317.6K +16.3K (+5.4%) 344.64M -6.6M (-1.9%) 0.20% +0.010 pp 0.23% -0.019 pp USD1,026.77 +4.2% 5 qtrs
54 NEUBERGER BERMAN GROUP LLC 320.4K -6.7K (-2.1%) 342.96M -38.4M (-10.1%) 0.21% -0.005 pp 0.26% -0.023 pp USD1,025.11 +4.4% 5 qtrs
55 HSBC HOLDINGS PLC 318.8K -20.0K (-5.9%) 342.04M -52.5M (-13.3%) 0.21% -0.013 pp 0.17% -0.043 pp USD1,028.12 +4.1% 5 qtrs
56 NATIONAL PENSION SERVICE 318.3K +11.4K (+3.7%) 340.71M -17.1M (-4.8%) 0.21% +0.007 pp 0.25% -0.026 pp USD1,027.60 +4.2% 5 qtrs
57 HAVERFORD TRUST CO 303.8K -2.7K (-0.9%) 325.17M -32.2M (-9.0%) 0.20% -0.002 pp 2.90% -0.324 pp USD1,025.13 +4.4% 5 qtrs
58 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 283.2K +11.8K (+4.3%) 303.13M -13.3M (-4.2%) 0.18% +0.007 pp 0.17% -0.016 pp USD1,035.85 +3.3% 5 qtrs
59 AMERICAN CENTURY COMPANIES INC 277.6K +18.9K (+7.3%) 297.18M -4.4M (-1.5%) 0.18% +0.012 pp 0.15% -0.004 pp USD1,028.19 +4.1% 5 qtrs
60 LOOMIS SAYLES & CO L P 274.5K -12.2K (-4.2%) 293.81M -40.4M (-12.1%) 0.18% -0.008 pp 0.35% -0.043 pp USD1,042.54 +2.7% 5 qtrs
61 CIBC PRIVATE WEALTH GROUP, LLC 258.8K -2.9K (-1.1%) 277.02M -28.1M (-9.2%) 0.17% -0.002 pp 0.47% -0.054 pp USD946.48 +13.1% 4 qtrs
62 SARASIN & PARTNERS LLP 251.9K +24.2K (+10.6%) 269.57M +1.9M (+0.7%) 0.16% +0.015 pp 2.80% +0.173 pp USD1,031.93 +3.7% 5 qtrs
63 PARKSIDE FINANCIAL BANK & TRUST 245.1K +25.0 (+0.0%) 262.36M -23.4M (-8.2%) 0.16% 0.000 pp 19.61% -2.460 pp USD1,165.36 -8.2% 5 qtrs
64 RHUMBLINE ADVISERS 244.7K -2.4K (-1.0%) 261.90M -26.2M (-9.1%) 0.16% -0.002 pp 0.21% -0.020 pp USD1,025.11 +4.4% 5 qtrs
65 MONTRUSCO BOLTON INVESTMENTS INC. 248.0K -85.4K (-25.6%) 260.22M -119.0M (-31.4%) 0.16% -0.055 pp 3.24% -1.171 pp USD1,014.10 +5.5% 5 qtrs
66 TRUIST FINANCIAL CORP 241.9K +8.0K (+3.4%) 258.97M -13.8M (-5.1%) 0.16% +0.005 pp 0.35% -0.024 pp USD1,028.52 +4.1% 5 qtrs
67 JUNTO CAPITAL MANAGEMENT LP 234.6K +77.7K (+49.5%) 251.05M +68.2M (+37.3%) 0.15% +0.050 pp 5.53% +1.785 pp USD1,082.58 -1.1% 5 qtrs
68 PRANA CAPITAL MANAGEMENT, LP 232.1K +8.0K (+3.6%) 248.41M -12.9M (-4.9%) 0.15% +0.005 pp 9.01% +0.300 pp USD1,018.65 +5.1% 5 qtrs
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 226.9K -2.9K (-1.3%) 242.84M -25.1M (-9.4%) 0.15% -0.002 pp 0.24% -0.032 pp USD1,025.52 +4.4% 5 qtrs
70 FIRST TRUST ADVISORS LP 224.6K -67.7K (-23.2%) 240.37M -100.3M (-29.5%) 0.14% -0.044 pp 0.17% -0.079 pp USD983.96 +8.8% 5 qtrs
71 MARKEL GROUP INC. 220.2K +— (+0.0%) 235.69M -21.0M (-8.2%) 0.14% 0.000 pp 1.88% -0.205 pp USD1,025.11 +4.4% 5 qtrs
72 LPL FINANCIAL LLC 219.6K +6.6K (+3.1%) 234.99M -13.3M (-5.4%) 0.14% +0.004 pp 0.06% -0.008 pp USD1,028.06 +4.1% 5 qtrs
73 ROCKEFELLER CAPITAL MANAGEMENT L.P. 216.6K +53.7K (+32.9%) 231.80M +41.9M (+22.0%) 0.14% +0.035 pp 0.42% +0.046 pp USD1,039.72 +2.9% 5 qtrs
74 BANK OF MONTREAL /CAN/ 213.8K +15.6K (+7.9%) 228.79M -2.3M (-1.0%) 0.14% +0.010 pp 0.08% -0.009 pp USD1,031.33 +3.8% 5 qtrs
75 GUINNESS ASSET MANAGEMENT LTD 210.8K -6.4K (-3.0%) 228.77M -26.6M (-10.4%) 0.14% -0.004 pp 3.71% -0.358 pp USD1,025.46 +4.4% 5 qtrs
76 MACKENZIE FINANCIAL CORP 205.8K +50.8K (+32.7%) 222.53M +41.7M (+23.1%) 0.13% +0.033 pp 0.26% +0.045 pp USD1,066.62 +0.3% 5 qtrs
77 US BANCORP \DE\ 207.9K -2.4K (-1.2%) 222.49M -22.7M (-9.3%) 0.13% -0.002 pp 0.26% -0.030 pp USD1,024.16 +4.5% 5 qtrs
78 CANADA PENSION PLAN INVESTMENT BOARD 203.9K -1.7K (-0.8%) 218.23M -21.4M (-8.9%) 0.13% -0.001 pp 0.15% -0.022 pp USD1,120.27 -4.5% 5 qtrs
79 BNP PARIBAS ARBITRAGE, SNC 200.8K +31.4K (+18.5%) 214.96M +17.4M (+8.8%) 0.13% +0.020 pp 0.10% -0.008 pp USD1,012.47 +5.7% 5 qtrs
80 NEW YORK STATE COMMON RETIREMENT FUND 185.3K -6.1K (-3.2%) 198.34M -24.9M (-11.1%) 0.12% -0.004 pp 0.26% -0.024 pp USD1,025.46 +4.4% 5 qtrs
81 BAIRD FINANCIAL GROUP, INC. 177.6K -3.5K (-1.9%) 190.04M -21.1M (-10.0%) 0.11% -0.002 pp 0.30% -0.043 pp USD1,025.11 +4.4% 5 qtrs
82 COLONY GROUP, LLC 170.7K +15.2K (+9.8%) 182.72M +1.8M (+1.0%) 0.11% +0.010 pp 0.21% -0.084 pp USD1,031.60 +3.8% 5 qtrs
83 POINT72 ASSET MANAGEMENT, L.P. 168.5K +168.5K (+100.0%) 180.35M +180.3M (+100.0%) 0.11% +0.109 pp 0.20% +0.202 pp USD1,070.34 +0.0% 1 qtrs NEW
84 PICTET ASSET MANAGEMENT HOLDING SA 164.6K +15.6K (+10.5%) 176.18M +2.5M (+1.4%) 0.11% +0.010 pp 0.17% +0.004 pp USD1,030.99 +3.8% 5 qtrs
85 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 156.1K -21.8K (-12.3%) 168.10M -39.3M (-18.9%) 0.10% -0.014 pp 0.27% -0.072 pp USD1,025.11 +4.4% 5 qtrs
86 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 156.5K -126.1K (-44.6%) 167.49M -162.0M (-49.2%) 0.10% -0.082 pp 0.62% -0.595 pp USD1,016.57 +5.3% 5 qtrs
87 GREAT LAKES ADVISORS, LLC 156.4K -1.3K (-0.8%) 167.38M -16.5M (-9.0%) 0.10% -0.001 pp 1.37% -0.170 pp USD959.83 +11.5% 6 qtrs
88 NATIXIS ADVISORS, L.P. 156.2K +3.8K (+2.5%) 167.22M -10.5M (-5.9%) 0.10% +0.002 pp 0.24% -0.022 pp USD1,049.35 +2.0% 5 qtrs
89 STIFEL FINANCIAL CORP 155.8K -968.0 (-0.6%) 166.86M -16.0M (-8.8%) 0.10% -0.001 pp 0.15% -0.017 pp USD1,025.19 +4.4% 5 qtrs
90 M&T BANK CORP 149.1K +1.3K (+0.9%) 159.63M -12.7M (-7.4%) 0.10% +0.001 pp 0.51% -0.067 pp USD1,025.52 +4.4% 5 qtrs
91 BEUTEL, GOODMAN & CO LTD. 148.1K -74.0K (-33.3%) 158.55M -100.4M (-38.8%) 0.10% -0.048 pp 0.97% -0.586 pp USD946.48 +13.1% 4 qtrs
92 CERITY PARTNERS LLC 147.4K +8.3K (+6.0%) 157.79M -4.4M (-2.7%) 0.10% +0.005 pp 0.23% -0.033 pp USD1,020.14 +4.9% 5 qtrs
93 ASSENAGON ASSET MANAGEMENT S.A. 144.0K +130.8K (+995.2%) 154.12M +138.8M (+905.5%) 0.09% +0.084 pp 0.21% +0.191 pp USD1,064.69 +0.5% 5 qtrs
94 JANE STREET GROUP, LLC 140.5K +37.4K (+36.3%) 150.38M +30.2M (+25.1%) 0.09% +0.024 pp 0.02% +0.004 pp USD1,094.21 -2.2% 5 qtrs
95 ZACKS INVESTMENT MANAGEMENT 139.5K -665.0 (-0.5%) 149.35M -14.1M (-8.6%) 0.09% -0.001 pp 1.17% -0.129 pp USD1,024.95 +4.4% 5 qtrs
96 OAK HARVEST INVESTMENT SERVICES 1.60M +1.6M (+12,176.1%) 9.26M -5.9M (-38.9%) 1.03% +1.020 pp 1.01% -0.757 pp USD1,069.48 +0.1% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
7
Shares acquired
Shares disposed
42.6K
Cash buys
Cash sales
7.00
Net activity
-42,639
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-28 FINK LAURENCE Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 9,715 1,049.61 10.20M 254,701 D
2026-04-27 KAPITO ROBERT Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 3,188 1,056.10 3.37M 215,737 D
2026-03-31 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 36 0.00 2,112 D
2026-03-31 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 3,091 D
2026-03-31 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 34 0.00 2,028 D
2026-03-31 Nixon Gordon M. Director A-Award A Common Stock 38 0.00 5,561 D
2026-03-31 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 1,088 D
2026-03-31 Murphy Kathleen Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 40 0.00 733 D
2026-03-31 LEMKAU GREGG Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 29 0.00 254 D
2026-03-31 Johnson Margaret L Director A-Award A Common Stock 37 0.00 1,998 D
2026-03-31 Freda Fabrizio Director A-Award A Common Stock 21 0.00 3,783 D
2026-03-31 FORD WILLIAM E Director A-Award A Common Stock 38 0.00 16,672 D
2026-03-31 Daley Pamela Director A-Award A Common Stock 40 0.00 6,473 D
2026-02-24 Kushel J. Richard Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 2,000 1,083.05 2.17M 61,980 D
2026-02-23 Cohen Stephen Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 225 1,069.56 240.7K 5,661 D
2026-02-19 Cohen Stephen Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 657 0.00 5,886 D
2026-02-13 Goldstein Robert L. Officer G-Gift A Shares Of Common Stock (par Value $0.01 Per Share) 8,634 0.00 8,634 I
2026-02-11 Goldstein Robert L. Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 1,540 1,085.82 1.67M 46,185 D
2026-02-11 Cohen Stephen Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 2,179 1,073.87 2.34M 6,543 D
2026-02-10 Goldstein Robert L. Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 1,215 1,089.93 1.32M 53,336 D
2026-02-04 Johnson Margaret L Director G-Gift A Common Stock 419 0.00 2,134 I
2026-01-31 Small Martin Director / Officer A-Award A Common Stock 5,292 0.00 12,093 D
2026-01-31 Meade Christopher J. Officer A-Award A Common Stock 5,175 0.00 14,059 D
2026-01-31 Lord Rachel Director / Officer A-Award A Common Stock 6,308 0.00 13,065 D
2026-01-31 Kushel J. Richard Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 6,272 0.00 63,980 D
2026-01-31 KAPITO ROBERT Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 15,289 0.00 218,925 D
2026-01-31 Heller Caroline Director / Officer A-Award A Common Stock 627 0.00 4,011 D
2026-01-31 Goldstein Robert L. Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 9,173 0.00 51,478 D
2026-01-31 FINK LAURENCE Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 19,914 0.00 264,416 D
2026-01-31 Comerchero Marc D. Officer A-Award A Common Stock 549 0.00 7,016 D
2026-01-31 Cohen Stephen Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 3,771 0.00 8,722 D
2026-01-30 Small Martin Director / Officer F-InKind D Common Stock 3,756 1,118.94 4.20M 6,801 D
2026-01-30 Meade Christopher J. Officer F-InKind D Common Stock 3,475 1,118.94 3.89M 8,884 D
2026-01-30 Lord Rachel Director / Officer F-InKind D Common Stock 2,787 1,118.94 3.12M 6,757 D
2026-01-30 Kushel J. Richard Director / Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 4,186 1,118.94 4.68M 57,708 D
2026-01-30 KAPITO ROBERT Director / Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 10,815 1,118.94 12.10M 203,636 D
2026-01-30 Heller Caroline Director / Officer F-InKind D Common Stock 740 1,118.94 828.0K 3,384 D
2026-01-30 Goldstein Robert L. Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 6,553 1,118.94 7.33M 42,305 D
2026-01-30 FINK LAURENCE Director / Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 14,401 1,118.94 16.11M 244,502 D
2026-01-30 Comerchero Marc D. Officer F-InKind D Common Stock 558 1,118.94 624.4K 6,467 D
2026-01-30 Cohen Stephen Director / Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 2,135 1,118.94 2.39M 4,951 D
2026-01-27 LEMKAU GREGG Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 225 0.00 225 D
2026-01-21 Kushel J. Richard Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 20,000 513.50 10.27M 0 D
2026-01-16 WILSON MARK A Director A-Award A Common Stock 214 0.00 3,294 D
2026-01-16 WAGNER SUSAN Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 427,971 D
2026-01-16 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 2,076 D
2026-01-16 Small Martin Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 27,047 513.50 13.89M 0 D
2026-01-16 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 3,061 D
2026-01-16 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 1,994 D
2026-01-16 Nixon Gordon M. Director A-Award A Common Stock 214 0.00 5,523 D
2026-01-16 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 1,058 D
2026-01-16 Murphy Kathleen Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 693 D
2026-01-16 Meade Christopher J. Officer A-Award A Common Stock 2,500 0.00 12,359 D
2026-01-16 MILLS CHERYL D Director A-Award A Common Stock 214 0.00 5,942 D
2026-01-16 Lord Rachel Director / Officer A-Award A Common Stock 2,339 0.00 9,544 D
2026-01-16 Kushel J. Richard Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 2,243 0.00 61,894 D
2026-01-16 KAPITO ROBERT Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 5,127 0.00 214,451 D
2026-01-16 Johnson Margaret L Director A-Award A Common Stock 214 0.00 2,380 D
2026-01-16 Heller Caroline Director / Officer A-Award A Common Stock 1,196 0.00 4,124 D
2026-01-16 Goldstein Robert L. Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 4,348 0.00 48,858 D
2026-01-16 GERBER MURRY Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 43,112 D
2026-01-16 Freda Fabrizio Director A-Award A Common Stock 214 0.00 3,762 D
2026-01-16 FORD WILLIAM E Director A-Award A Common Stock 214 0.00 16,634 D
2026-01-16 FLEMING GREGORY J Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 214 0.00 470 D
2026-01-16 FINK LAURENCE Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 7,206 0.00 258,903 D
2026-01-16 Daley Pamela Director A-Award A Common Stock 214 0.00 6,433 D
2026-01-16 Comerchero Marc D. Officer A-Award A Common Stock 179 0.00 7,025 D
2026-01-16 Cohen Stephen Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 2,596 0.00 7,086 D
2025-12-31 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 33 0.00 1,862 D
2025-12-31 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 27 0.00 2,847 D
2025-12-31 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 1,780 D
2025-12-31 Nixon Gordon M. Director A-Award A Common Stock 34 0.00 5,309 D
2025-12-31 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 27 0.00 844 D
2025-12-31 Murphy Kathleen Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 33 0.00 479 D
2025-12-31 Johnson Margaret L Director A-Award A Common Stock 32 0.00 2,166 D
2025-12-31 Freda Fabrizio Director A-Award A Common Stock 18 0.00 3,548 D
2025-12-31 FORD WILLIAM E Director A-Award A Common Stock 34 0.00 16,420 D
2025-12-31 Daley Pamela Director A-Award A Common Stock 36 0.00 6,219 D
2025-12-02 Ogunlesi Adebayo O. Director G-Gift D Common Stock 28,550 0.00 1,338,407 D
2025-12-01 Small Martin Director / Officer S-Sale D Common Stock 1,258 1,043.38 1.31M 6,209 D
2025-11-13 KAPITO ROBERT Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 1,000 0.00 209,324 D
2025-10-20 Lord Rachel Director / Officer S-Sale D Common Stock 1,028 1,166.27 1.20M 11,212 D
2025-09-30 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 1,829 D
2025-09-30 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 24 0.00 2,820 D
2025-09-30 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 28 0.00 1,750 D
2025-09-30 Nixon Gordon M. Director A-Award A Common Stock 31 0.00 5,275 D
2025-09-30 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 24 0.00 817 D
2025-09-30 Murphy Kathleen Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 446 D
2025-09-30 Johnson Margaret L Director A-Award A Common Stock 30 0.00 2,134 D
2025-09-30 Freda Fabrizio Director A-Award A Common Stock 24 0.00 3,530 D
2025-09-30 FORD WILLIAM E Director A-Award A Common Stock 31 0.00 16,386 D
2025-09-30 Daley Pamela Director A-Award A Common Stock 34 0.00 6,183 D
2025-07-30 Kushel J. Richard Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 11,549 1,120.69 12.94M 61,369 D
2025-07-25 Lord Rachel Director / Officer S-Sale D Common Stock 829 1,129.61 936.4K 19,205 D
2025-07-25 FINK LAURENCE Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 1,562 1,126.98 1.76M 255,375 D
2025-07-24 WAGNER SUSAN Director G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 90 0.00 427,757 D
2025-07-24 Freda Fabrizio Director S-Sale D Common Stock 3,836 1,122.91 4.31M 3,506 D
2025-07-24 FINK LAURENCE Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 213 1,125.29 239.7K 263,751 D
2025-07-17 FINK LAURENCE Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 4,566 0.00 281,628 D
2025-06-30 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 33 0.00 1,799 D
2025-06-30 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 28 0.00 2,796 D
2025-06-30 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 28 0.00 1,722 D
2025-06-30 Nixon Gordon M. Director A-Award A Common Stock 35 0.00 5,244 D
2025-06-30 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 28 0.00 793 D
2025-06-30 Murphy Kathleen Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 23 0.00 160 D
2025-06-30 Johnson Margaret L Director A-Award A Common Stock 34 0.00 2,983 D
2025-06-30 Freda Fabrizio Director A-Award A Common Stock 28 0.00 7,940 D
2025-06-30 FORD WILLIAM E Director A-Award A Common Stock 35 0.00 16,355 D
2025-06-30 Daley Pamela Director A-Award A Common Stock 40 0.00 6,149 D
2025-05-27 Kushel J. Richard Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 2,305 0.00 61,369 D
2025-05-23 Kushel J. Richard Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 2,360 0.00 63,674 D
2025-05-19 FINK LAURENCE Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 1,007 0.00 286,194 D
2025-05-15 Murphy Kathleen Director Shares Of Common Stock (par Value $0.01 Per Share) 0 0.00 5 I
2025-05-15 FLEMING GREGORY J Director Shares Of Common Stock (par Value $0.01 Per Share) 0 0.00 0 D
2025-04-29 FINK LAURENCE Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 388 916.66 355.7K 297,359 D
2025-04-24 Kushel J. Richard Director / Officer M-Exempt A Shares Of Common Stock (par Value $0.01 Per Share) 10,000 513.50 5.14M 76,034 D
2025-04-21 Kushel J. Richard Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 2,000 852.01 1.70M 66,034 D
2025-04-16 Cohen Stephen Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 700 0.00 4,490 D
2025-03-31 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 37 0.00 1,766 D
2025-03-31 Slim Domit Marco Antonio Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 13 0.00 7,208 D
2025-03-31 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 2,768 D
2025-03-31 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 1,694 D
2025-03-31 Nixon Gordon M. Director A-Award A Common Stock 38 0.00 5,209 D
2025-03-31 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 765 D
2025-03-31 Johnson Margaret L Director A-Award A Common Stock 37 0.00 2,949 D
2025-03-31 Freda Fabrizio Director A-Award A Common Stock 30 0.00 7,912 D
2025-03-31 FORD WILLIAM E Director A-Award A Common Stock 38 0.00 16,320 D
2025-03-31 Daley Pamela Director A-Award A Common Stock 45 0.00 6,109 D
2024-09-03 KAPITO ROBERT Director / Officer G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 2,000 0.00 215,127
2024-08-30 Wiedman Mark Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 12,000 513.50 6.16M 36,190
2024-08-29 Kushel J. Richard Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 14,000 513.50 7.19M 67,142
2024-08-16 WAGNER SUSAN Director G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 290 0.00 427,597
2024-08-15 Wiedman Mark Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 12,000 513.50 6.16M 48,190
2024-08-13 Wiedman Mark Director / Officer S-Sale D Common Stock 939 850.00 798.2K 6,480
2024-08-12 Wiedman Mark Director / Officer S-Sale D Common Stock 275 852.09 234.3K 11,280
2024-08-06 FINK LAURENCE Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 5,258 846.91 4.45M 355,950
2024-08-02 Daley Pamela Director S-Sale D Common Stock 1,523 842.07 1.28M 5,740
2024-07-22 Robbins Charles Director G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 180 0.00 2,807
2024-07-18 Robbins Charles Director G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 180 0.00 2,987
2024-07-16 Wiedman Mark Director / Officer S-Sale D Common Stock 7,935 833.92 6.62M 25,545
2024-06-28 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 40 0.00 1,412
2024-06-28 Slim Domit Marco Antonio Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 14 0.00 6,923
2024-06-28 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 32 0.00 3,167
2024-06-28 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 40 0.00 1,360
2024-06-28 Nixon Gordon M. Director A-Award A Common Stock 42 0.00 4,852
2024-06-28 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 32 0.00 431
2024-06-28 Johnson Margaret L Director A-Award A Common Stock 44 0.00 2,595
2024-06-28 Freda Fabrizio Director A-Award A Common Stock 32 0.00 7,578
2024-06-28 FORD WILLIAM E Director A-Award A Common Stock 42 0.00 15,963
2024-06-28 Daley Pamela Director A-Award A Common Stock 49 0.00 7,263
2024-05-31 Heller Caroline Director / Officer F-InKind D Common Stock 139 761.86 105.9K 2,297
2024-05-20 FINK LAURENCE Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 5,948 807.91 4.81M 391,818
2024-05-10 Wiedman Mark Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 9,000 513.50 4.62M 99,190
2024-03-28 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 33 0.00 1,372
2024-03-28 Slim Domit Marco Antonio Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 13 0.00 6,909
2024-03-28 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 3,135
2024-03-28 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 33 0.00 1,320
2024-03-28 Nixon Gordon M. Director A-Award A Common Stock 39 0.00 4,810
2024-03-28 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 30 0.00 399
2024-03-28 Johnson Margaret L Director A-Award A Common Stock 38 0.00 2,551
2024-03-28 Freda Fabrizio Director A-Award A Common Stock 30 0.00 7,546
2024-03-28 FORD WILLIAM E Director A-Award A Common Stock 39 0.00 15,921
2024-03-28 Daley Pamela Director A-Award A Common Stock 42 0.00 7,214
2024-03-28 Alsaad Bader M. Director A-Award A Common Stock 7 0.00 1,899
2024-02-28 FINK LAURENCE Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 5,108 807.54 4.12M 440,016
2024-02-23 Wiedman Mark Director / Officer S-Sale D Common Stock 240 821.69 197.2K 6,480
2024-02-23 Lord Rachel Director / Officer S-Sale D Common Stock 1,848 823.22 1.52M 17,004
2024-02-22 WAGNER SUSAN Director G-Gift D Shares Of Common Stock (par Value $0.01 Per Share) 775 0.00 427,887
2024-02-12 Cohen Stephen Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 950 805.55 765.3K 4,437
2024-02-07 Meade Christopher J. Officer S-Sale D Common Stock 300 792.59 237.8K 11,428
2024-02-07 Johnson Margaret L Director G-Gift D Common Stock 325 0.00 2,513
2024-02-05 Wiedman Mark Director / Officer G-Gift D Common Stock 1,139 0.00 6,720
2024-02-05 Kushel J. Richard Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 520 784.69 408.0K 4,150
2024-02-05 Comerchero Marc D. Officer S-Sale D Common Stock 450 785.11 353.3K 5,975
2024-02-02 Wiedman Mark Director / Officer S-Sale D Common Stock 2,500 788.73 1.97M 7,859
2024-02-02 Small Martin Director / Officer S-Sale D Common Stock 1,975 786.92 1.55M 5,259
2024-02-02 Kushel J. Richard Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 3,271 791.92 2.59M 67,107
2024-02-01 Kushel J. Richard Director / Officer S-Sale D Shares Of Common Stock (par Value $0.01 Per Share) 3,418 781.11 2.67M 70,378
2024-01-31 Wiedman Mark Director / Officer F-InKind D Common Stock 3,819 781.73 2.99M 10,359
2024-01-31 Small Martin Director / Officer F-InKind D Common Stock 1,709 781.73 1.34M 12,295
2024-01-31 Meade Christopher J. Officer A-Award A Common Stock 1,584 0.00 13,498
2024-01-31 Lord Rachel Director / Officer F-InKind D Common Stock 156 781.73 121.9K 17,004
2024-01-31 Kushel J. Richard Director / Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 1,698 781.73 1.33M 73,796
2024-01-31 KAPITO ROBERT Director / Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 8,749 781.73 6.84M 217,127
2024-01-31 Heller Caroline Director / Officer F-InKind D Common Stock 126 781.73 98.5K 2,436
2024-01-31 Goldstein Robert L. Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 4,701 781.73 3.67M 41,916
2024-01-31 FINK LAURENCE Director / Officer A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 14,754 0.00 456,273
2024-01-31 Comerchero Marc D. Officer A-Award A Common Stock 396 0.00 6,827
2024-01-31 Cohen Stephen Director / Officer F-InKind D Shares Of Common Stock (par Value $0.01 Per Share) 830 781.73 648.8K 5,387
2024-01-22 Meade Christopher J. Officer M-Exempt A Common Stock 18,000 513.50 9.24M 29,914
2024-01-16 Wiedman Mark Director / Officer A-Award A Common Stock 2,472 0.00 8,632
2024-01-16 WILSON MARK A Director A-Award A Common Stock 300 0.00 2,830
2024-01-16 WAGNER SUSAN Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 300 0.00 428,662
2024-01-16 Vestberg Hans Erik Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 300 0.00 1,339
2024-01-16 Small Martin Director / Officer A-Award A Common Stock 1,534 0.00 12,435
2024-01-16 Slim Domit Marco Antonio Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 300 0.00 6,896
2024-01-16 Robbins Charles Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 300 0.00 3,105
2024-01-16 PECK KRISTIN C Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 300 0.00 1,287
2024-01-16 Nixon Gordon M. Director A-Award A Common Stock 300 0.00 4,771
2024-01-16 Nasser Amin H. Director A-Award A Shares Of Common Stock (par Value $0.01 Per Share) 300 0.00 369

Executive team

Top executives
EBIT / Employee
313.7K
Shares Outstanding
155.23M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 10.57M 24.60M 1.08M 37.75M 65.17%
2 2025 Robert S. Kapito President 1.25M 7.00M 17.10M 392.5K 25.74M 66.43%
3 2025 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 750.0K 5.00M 9.75M 62.4K 15.56M 62.64%
4 2025 Martin S. Small Senior Managing Director, Chief Financial Officer and Global Head of Corporate Strategy 750.0K 5.00M 7.87M 22.5K 13.65M 57.69%
5 2025 J. Richard Kushel Senior Managing Director and Head of the Portfolio Management Group 750.0K 3.38M 6.82M 63.9K 11.01M 61.97%
6 2024 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 10.57M 18.15M 550.9K 30.77M 58.99%
7 2024 Robert S. Kapito President 1.25M 6.70M 13.30M 533.7K 21.78M 61.05%
8 2024 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 750.0K 4.02M 8.26M 67.3K 13.10M 63.07%
9 2024 J. Richard Kushel Senior Managing Director and Head of the Portfolio Management Group 750.0K 3.18M 6.08M 68.8K 10.07M 60.34%
10 2024 Martin S. Small Senior Managing Director, Chief Financial Officer and Global Head of Corporate Strategy 750.0K 3.38M 5.33M 29.2K 9.48M 56.18%
11 2023 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 7.90M 16.45M 1.09M 26.94M 61.06%
12 2023 Robert S. Kapito President 1.25M 5.70M 12.20M 398.4K 19.55M 62.41%
13 2023 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 3.34M 6.75M 8.50M 50.4K 19.14M 79.69%
14 2023 Mark K. Wiedman Senior Managing Director and Head of the Global Client Business 500.0K 2.93M 5.88M 8.50M 14.2K 17.82M 80.70%
15 2023 J. Richard Kushel Senior Managing Director and Head of the Portfolio Management Group 500.0K 2.53M 5.10M 7.50M 52.7K 15.68M 80.37%
16 2023 Martin S. Small Senior Managing Director, Chief Financial Officer and Global Head of Corporate Strategy 500.0K 2.18M 3.63M 6.50M 14.2K 12.81M 79.01%
17 2023 Gary S. Shedlin Vice Chairman and Former Chief Financial Officer 500.0K 1.56M 4.75M 2.00M 14.2K 8.82M 76.54%
18 2022 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 7.25M 23.25M 725.6K 32.73M 71.05%
19 2022 Robert S. Kapito President 1.25M 5.50M 17.80M 383.4K 24.93M 71.39%
20 2022 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 2.55M 9.12M 54.2K 12.23M 74.62%
21 2022 J. Richard Kushel Senior Managing Director and Head of the Portfolio Management Group 500.0K 2.05M 7.24M 54.2K 9.84M 73.53%
22 2022 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 1.65M 5.92M 64.8K 8.13M 72.76%
23 2022 Gary S. Shedlin Vice Chairman and Former Chief Financial Officer 500.0K 1.65M 5.92M 64.8K 8.13M 72.76%
24 2021 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 11.25M 18.85M 988.0K 32.59M 57.84%
25 2021 Robert S. Kapito President 1.25M 9.70M 15.13M 675.6K 26.75M 56.54%
26 2021 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 3.88M 8.07M 139.5K 12.59M 64.14%
27 2021 J. Richard Kushel Senior Managing Director and Head of the Portfolio Management Group 500.0K 4.02M 6.19M 97.9K 10.80M 57.28%
28 2021 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 3.34M 5.20M 84.1K 9.12M 57.02%
29 2021 Gary S. Shedlin Vice Chairman and Former Chief Financial Officer 500.0K 3.34M 5.20M 84.1K 9.12M 57.02%
30 2020 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 9.50M 16.00M 356.5K 27.36M 58.49%
31 2020 Robert S. Kapito President 1.25M 8.25M 12.45M 165.7K 22.12M 56.29%
32 2020 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 3.18M 6.40M 47.1K 10.12M 63.23%
33 2020 Mark Wiedman Senior Managing Director and Head of International and of Corporate Strategy 500.0K 2.68M 5.48M 13.4K 8.66M 63.20%
34 2020 J. Richard Kushel Senior Managing Director and Head of the Portfolio Management Group 500.0K 3.32M 4.56M 47.1K 8.42M 54.16%
35 2020 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 2.80M 4.22M 58.7K 7.58M 55.71%
36 2019 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 7.75M 14.75M 308.3K 24.31M 60.68%
37 2019 Robert S. Kapito President 1.25M 6.25M 11.50M 257.2K 19.26M 59.72%
38 2019 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 2.95M 4.40M 46.1K 7.90M 55.72%
39 2019 J. Richard Kushel Senior Managing Director and Head of the Portfolio Management Group 500.0K 2.61M 3.46M 46.1K 6.62M 52.29%
40 2019 J. Richard Kushel Senior Managing Director and Global Head of Multi-Asset Strategies and Global Fixed Income 500.0K 2.61M 3.46M 46.1K 6.62M 52.29%
41 2019 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 2.48M 3.47M 13.3K 6.46M 53.77%
42 2018 Laurence D. Fink Chairman and Chief Executive Officer 1.50M 7.75M 17.05M 243.5K 26.54M 64.23%
43 2018 Robert S. Kapito President 1.25M 6.25M 13.14M 201.7K 20.84M 63.05%
44 2018 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 2.95M 4.43M 55.3K 7.93M 55.80%
45 2018 J. Richard Kushel Global Head of Multi-Asset Strategies and Global Fixed Income 500.0K 2.71M 3.60M 50.5K 6.86M 52.46%
46 2018 J. Richard Kushel Senior Managing Director and Global Head of Multi-Asset Strategies and Global Fixed Income 500.0K 2.71M 3.60M 50.5K 6.86M 52.46%
47 2018 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 2.48M 3.60M 18.5K 6.59M 54.60%
48 2017 Laurence D. Fink Chairman and Chief Executive Officer 900.0K 10.00M 16.60M 243.5K 27.74M 59.83%
49 2017 Robert S. Kapito President 750.0K 8.13M 12.83M 274.7K 21.98M 58.38%
50 2017 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 3.28M 4.00M 10.46M 54.5K 18.29M 79.06%
51 2017 Mark S. McCombe Senior Managing Director and Head of Americas 500.0K 2.73M 3.37M 10.46M 49.7K 17.11M 80.86%
52 2017 J. Richard Kushel Global Head of Multi-Asset Strategies and Global Fixed Income 500.0K 2.95M 3.51M 7.85M 49.4K 14.85M 76.44%
53 2017 J. Richard Kushel Senior Managing Director and Global Head of Multi-Asset Strategies and Global Fixed Income 500.0K 2.95M 3.51M 7.85M 49.4K 14.85M 76.44%
54 2017 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 2.70M 3.25M 7.85M 18.5K 14.31M 77.51%
55 2016 Laurence D. Fink Chairman and Chief Executive Officer 900.0K 8.00M 16.38M 193.3K 25.47M 64.30%
56 2016 Robert S. Kapito President 750.0K 6.50M 12.15M 224.4K 19.62M 61.91%
57 2016 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 2.85M 3.90M 49.4K 7.30M 53.43%
58 2016 J. Richard Kushel Global Head of Multi-Asset Strategies and Global Fixed Income 500.0K 2.49M 3.43M 49.4K 6.47M 53.02%
59 2016 J. Richard Kushel Senior Managing Director and Head of Multi-Asset Strategies Group 500.0K 2.49M 3.43M 49.4K 6.47M 53.02%
60 2016 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 2.35M 3.15M 18.3K 6.02M 52.34%
61 2015 Laurence D. Fink Chairman and Chief Executive Officer 900.0K 8.72M 15.98M 193.0K 25.79M 61.95%
62 2015 Robert S. Kapito President 750.0K 7.09M 12.28M 224.2K 20.34M 60.38%
63 2015 Charles S. Hallac Co-President 460.4K 6.82M 7.96M 15.24M 44.77%
64 2015 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 2.85M 4.02M 23.7K 7.40M 54.40%
65 2015 J. Richard Kushel Senior Managing Director and Head of Multi-Asset Strategies Group 500.0K 2.49M 3.43M 49.2K 6.47M 53.02%
66 2015 J. Richard Kushel Senior Managing Director, Chief Product Officer and Global Head of Strategic Product Management 500.0K 2.49M 3.43M 49.2K 6.47M 53.02%
67 2015 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 2.35M 3.22M 18.0K 6.09M 52.93%
68 2014 Laurence D. Fink Chairman and Chief Executive Officer 900.0K 9.12M 13.65M 192.8K 23.86M 57.20%
69 2014 Robert S. Kapito President 750.0K 6.96M 10.54M 222.7K 18.46M 57.07%
70 2014 Charles S. Hallac Co-President 650.0K 4.28M 6.11M 68.3K 11.11M 55.05%
71 2014 Robert Goldstein Chief Operating Officer 500.0K 2.98M 3.62M 17.8K 7.12M 50.93%
72 2014 Robert L. Goldstein Senior Managing Director and Chief Operating Officer 500.0K 2.98M 3.62M 17.8K 7.12M 50.93%
73 2014 Gary S. Shedlin Chief Financial Officer 500.0K 2.38M 2.70M 5.0K 5.58M 48.39%
74 2014 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 500.0K 2.38M 2.70M 5.0K 5.58M 48.39%
75 2013 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 9.85M 12.40M 192.5K 22.94M 54.05%
76 2013 Robert S. Kapito President 400.0K 7.74M 9.32M 221.8K 17.68M 52.72%
77 2013 Charles S. Hallac Co-President 350.0K 4.32M 5.41M 46.8K 10.12M 53.46%
78 2013 Charles S. Hallac Senior Managing Director and Chief Operating Officer 350.0K 4.32M 5.41M 46.8K 10.12M 53.46%
79 2013 Robert W. Fairbairn Senior Managing Director 350.0K 2.63M 3.30M 1.05M 7.33M 45.04%
80 2013 Gary S. Shedlin Senior Managing Director and Chief Financial Officer 400.0K 2.15M 4.18M 323.9K 7.06M 59.27%
81 2013 Gary S. Shedlin Chief Financial Officer 400.0K 2.15M 4.18M 323.9K 7.06M 59.27%
82 2013 Ann Marie Petach Senior Managing Director and Former Chief Financial Officer 450.0K 1.39M 1.85M 46.8K 3.74M 49.50%
83 2012 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 8.60M 10.94M 187.4K 20.23M 54.09%
84 2012 Robert S. Kapito President 400.0K 6.52M 8.29M 216.6K 15.43M 53.74%
85 2012 Charles S. Hallac Senior Managing Director and Chief Operating Officer 350.0K 3.61M 4.79M 39.0K 8.79M 54.46%
86 2012 Charles S. Hallac Co-President 350.0K 3.61M 4.79M 39.0K 8.79M 54.46%
87 2012 Robert W. Fairbairn Senior Managing Director 350.0K 2.08M 3.58M 922.7K 6.92M 51.64%
88 2012 Ann Marie Petach Senior Managing Director and Chief Financial Officer 450.0K 1.23M 1.86M 41.6K 3.57M 51.96%
89 2012 Ann Marie Petach Senior Managing Director and Former Chief Financial Officer 450.0K 1.23M 1.86M 41.6K 3.57M 51.96%
90 2011 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 8.13M 13.06M 192.3K 21.88M 59.70%
91 2011 Robert S. Kapito President 400.0K 6.23M 10.13M 220.4K 16.97M 59.67%
92 2011 Charles S. Hallac Vice Chairman 350.0K 3.48M 5.61M 17.3K 9.45M 59.36%
93 2011 Charles S. Hallac Senior Managing Director and Chief Operating Officer 350.0K 3.48M 5.61M 17.3K 9.45M 59.36%
94 2011 Susan L. Wagner Vice Chairman 350.0K 2.38M 5.05M 17.3K 7.79M 64.79%
95 2011 Ann Marie Petach Senior Managing Director and Former Chief Financial Officer 450.0K 1.23M 2.13M 45.4K 3.85M 55.28%
96 2011 Ann Marie Petach Senior Managing Director and Chief Financial Officer 450.0K 1.23M 2.13M 45.4K 3.85M 55.28%
97 2010 Blake R. Grossman Vice Chairman 500.0K 12.00M 21.14M 14.7K 33.66M 62.82%
98 2010 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 10.18M 12.81M 358.8K 23.84M 53.72%
99 2010 Robert S. Kapito President 400.0K 8.01M 9.83M 62.1K 18.31M 53.72%
100 2010 Kendrick R. Wilson, III Vice Chairman 400.0K 2.40M 9.98M 1.5K 12.78M 78.08%
101 2010 Charles S. Hallac Vice Chairman 300.0K 4.28M 5.40M 11.4K 9.99M 54.08%
102 2010 Charles S. Hallac Senior Managing Director and Chief Operating Officer 300.0K 4.28M 5.40M 11.4K 9.99M 54.08%
103 2010 Susan L. Wagner Vice Chairman 300.0K 3.34M 5.05M 11.4K 8.70M 58.04%
104 2010 Ann Marie Petach Senior Managing Director and Chief Financial Officer 450.0K 1.64M 2.15M 11.4K 4.24M 50.55%
105 2009 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 9.05M 5.99M 321.1K 15.86M 37.76%
106 2009 Robert S. Kapito President 400.0K 7.01M 4.51M 31.0K 11.95M 37.73%
107 2009 Charles S. Hallac Vice Chairman 300.0K 3.48M 1.94M 15.5K 5.73M 33.89%
108 2009 Susan L. Wagner Vice Chairman 300.0K 2.61M 1.33M 15.5K 4.26M 31.20%
109 2009 Ann Marie Petach Senior Managing Director and Chief Financial Officer 450.0K 1.66M 404.2K 11.5K 2.52M 16.04%
110 2009 Ann Marie Petach Chief Financial Officer 450.0K 1.66M 404.2K 11.5K 2.52M 16.04%
111 2008 Robert C. Doll Vice Chairman, Chief Investment Officer of Global Equities 400.0K 15.06M 10.30M 3.07M 11.3K 28.84M 35.70%
112 2008 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 11.37M 8.40M 365.4K 20.64M 40.71%
113 2008 Robert S. Kapito President 400.0K 8.72M 6.44M 194.8K 15.76M 40.89%
114 2008 Barbara G. Novick Vice Chairman 300.0K 4.20M 1.85M 1.03M 11.3K 7.39M 38.97%
115 2008 Ann Marie Petach Chief Financial Officer 450.0K 1.16M 789.5K 8.0K 2.41M 32.79%
116 2008 Ann Marie Petach Senior Managing Director and Chief Financial Officer 450.0K 1.16M 789.5K 8.0K 2.41M 32.79%
117 2007 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 16.15M 8.28M 16.71M 230.6K 41.87M 59.69%
118 2007 Robert S. Kapito President 400.0K 12.36M 5.37M 9.64M 318.9K 28.09M 53.42%
119 2007 Robert C. Doll Vice Chairman, Chief Investment Officer of Global Equities 400.0K 13.88M 7.46M 6.8K 21.74M 34.30%
120 2007 Barbara G. Novick Vice Chairman and Head of Account Management 300.0K 4.13M 1.46M 946.8K 6.8K 6.83M 35.15%
121 2007 Barbara G. Novick Vice Chairman 300.0K 4.13M 1.46M 946.8K 6.8K 6.83M 35.15%
122 2007 Paul L. Audet Managing Director, Chief Financial Officer and Head of Cash Management 260.0K 1.85M 789.5K 189.5K 6.7K 3.10M 31.60%
123 2007 Steven E. Buller Managing Director, Head of Accounting Policy and Controls and Former Chief Financial Officer 260.0K 1.09M 1.37M 126.7K 6.8K 2.86M 52.48%
124 2006 Laurence D. Fink Chairman and Chief Executive Officer 500.0K 10.16M 3.24M 1.78M 18.00M 360.7K 34.04M 14.75%
125 2006 Robert S. Kapito President 350.0K 8.90M 1.61M 802.0K 11.00M 445.6K 23.12M 10.45%
126 2006 Robert S. Kapito Vice Chairman, Head of Portfolio Management 350.0K 8.90M 1.61M 802.0K 2.0K 445.6K 23.12M 10.45%
127 2006 Ralph L. Schlosstein President 400.0K 6.46M 2.51M 980.2K 2.0K 304.4K 21.16M 16.49%
128 2006 Keith T. Anderson Vice Chairman, Global Chief Investment Officer—Fixed Income 250.0K 5.51M 1.42M 712.9K 2.0K 307.9K 19.20M 11.09%
129 2006 Steven E. Buller Managing Director, Chief Financial Officer 260.0K 1.16M 917.6K 14.2K 2.35M 39.09%
130 2006 Steven E. Buller Managing Director, Head of Accounting Policy and Controls and Former Chief Financial Officer 260.0K 1.16M 917.6K 14.2K 2.35M 39.09%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 8-K
2026-05-13 13F-HR
2026-05-06 SC 13G/A
2026-05-06 SC 13G/A
2026-05-06 SC 13G/A
2026-05-06 SC 13G/A
2026-05-06 SC 13G/A
2026-05-06 SC 13G/A
2026-05-06 SC 13G/A
2026-05-06 SC 13G

Executive team

NameTitleCompensationGender
Laurence Douglas Fink Founder, Chief Executive Officer & Chairman 13M male
Robert Steven Kapito President & Member of Board of Directors 9M male
Robert Lawrence Goldstein Senior MD & Chief Operating Officer 6M male
Martin Small Senior MD, Chief Financial Officer & Global Head of Corporate Strategy 6M male
Rich Kushel Senior MD & Head of the Portfolio Management Group 4M male
J. Richard Kushel Senior MD & Head of the Portfolio Management Group 4M male
Adebayo O. Ogunlesi Chairman & CEO Global Infrastructure Partners, Senior MD & Member of Board of Director 4M male
Marc David Comerchero MD & Chief Accounting Officer male
Mark McKenna Founder, MD, Global Head of Event Driven Equity Strategies & Portfolio Manager male
Jeff Shen MD, Co-CIO & Co-Head of Systematic Active Equity (SAE)
Neeraj Seth MD, Chief Investment Officer & Head of Asian credit – Singapore male
Pablo A. Goldberg MD, Head of Research, Portfolio Manager & Senior Strategist male
ESG Rating
B
ASSET MANAGEMENT
2016
E (Environmental)
64.9 / 67.2
Company / Sector avg.
S (Social)
59.4 / 77.3
Company / Sector avg.
G (Governance)
66.0 / 74.6
Company / Sector avg.
ESG Total
63.5 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2026-02-10 2026-03-04 Shelley Moore Capito WV Spouse Sale $1,001 - $15,000
2025-08-04 2025-09-03 Shelley Moore Capito WV Spouse Sale (Partial) $1,001 - $15,000
2025-08-04 2025-09-03 Shelley Moore Capito WV Spouse Sale $1,001 - $15,000
2025-01-17 2025-02-13 Shelley Moore Capito WV Spouse Sale (Partial) $1,001 - $15,000
2023-10-03 2023-11-01 Markwayne Mullin OK Joint Purchase $1,001 - $15,000
2023-09-13 2023-10-12 Markwayne Mullin OK Joint Purchase $15,001 - $50,000
2023-08-22 2023-09-22 Dan Sullivan AK Joint Sale (Full) $1,001 - $15,000
2022-10-17 2022-11-13 Shelley Moore Capito WV Spouse Sale (Partial) $1,001 - $15,000
2021-03-09 2021-04-12 Shelley Moore Capito WV Spouse Purchase $1,001 - $15,000
2020-12-15 2020-12-23 James Inhofe OK Self Sale (Partial) $50,001 - $100,000
2020-11-05 2020-12-08 Bill Cassidy LA Spouse Sale (Full) $1,001 - $15,000
2020-03-09 2020-03-27 Bill Cassidy LA Spouse Sale (Partial) $1,001 - $15,000
2018-05-03 2018-05-14 James Inhofe OK Self Sale (Partial) $15,001 - $50,000
2018-04-24 2019-05-09 Shelley Moore Capito WV Spouse Purchase $1,001 - $15,000
2018-04-23 2018-05-15 Bill Cassidy LA Spouse Sale (Partial) $1,001 - $15,000
2018-04-16 2018-05-14 James Inhofe OK Self Sale (Partial) $15,001 - $50,000
2018-04-05 2019-05-09 Shelley Moore Capito WV Spouse Purchase $1,001 - $15,000
2017-10-17 2017-11-08 James Inhofe OK Self Purchase $15,001 - $50,000
2016-07-21 2016-08-04 James Inhofe OK Self Sale (Partial) $1,001 - $15,000
2016-03-31 2017-12-06 Bill Cassidy LA Spouse Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-03-19 2026-04-07 Richard Dean Dr McCormick GA06 Purchase $1,001 - $15,000
2025-11-05 2025-12-10 Rich McCormick Purchase $1,001 - $15,000
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-09-18 2025-10-09 Rich McCormick Sale $1,001 - $15,000
2025-08-18 2025-09-18 Dan Newhouse WA04 Spouse Sale $1,001 - $15,000
2025-08-11 2025-09-12 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-07-22 2025-08-15 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-07-16 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-07-11 2025-08-20 Ritchie Torres NY15 Sale (Full) $1,001 - $15,000
2025-05-12 2025-06-23 Jefferson Shreve IN06 Sale $50,001 - $100,000
2025-05-08 2025-06-23 Jefferson Shreve IN06 Sale $50,001 - $100,000
2025-04-11 2025-05-16 Dan Newhouse WA04 Spouse Sale (Partial) $1,001 - $15,000
2025-04-09 2025-05-14 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2025-04-07 2025-05-09 Jefferson Shreve IN06 Purchase $50,001 - $100,000
2025-04-01 2025-05-14 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2025-03-31 2025-04-14 Jefferson Shreve IN06 Purchase $50,001 - $100,000
2025-03-27 2025-04-09 Greg Landsman OH01 Spouse Sale $1,001 - $15,000
2025-03-18 2025-10-06 Sheri Biggs SC03 Spouse Sale $15,001 - $50,000
2025-03-04 2025-04-14 Tim Moore NC14 Purchase $15,001 - $50,000
2025-02-24 2025-03-13 Julie Johnson TX32 Joint Sale $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits