BlackRock, Inc.’s institutional portfolio moves, tracked quarter by quarter. As one of the largest asset managers in the world, BlackRock’s Form 13F filings with the SEC offer a window into where capital is being repositioned across sectors, from energy and healthcare to defense and emerging digital-asset vehicles. This page compiles new positions opened and existing stakes adjusted each quarter, building a running record over time rather than a single snapshot of any one filing.
Because 13F filings report holdings as of the end of a quarter, they show a snapshot of positions rather than the exact date any transaction occurred. Every move described below reflects the change between the prior quarter’s filing and the quarter ending 2026-03-31, not a specific trade date.
New Positions Opened in the Quarter Ending 2026-03-31
During the quarter ending 2026-03-31, BlackRock, Inc. opened several new positions. In utilities and energy infrastructure, it started stakes in NextEra Energy (NEE) worth $158,459,325, Southern Co (SO) worth $141,399,704, and PPL Corp (PPL) worth $80,903,359. It also opened a position in Cheesecake Factory Inc (CAKE) worth $35,124,141, York Space Systems Inc (YSS) worth $122,995,745, and VSE Corp (VSEC) worth $31,707,963.
On the fund side, BlackRock opened new positions in iShares Tr worth $61,110,054, iShares Gold Tr worth $39,390,983, and iShares Staked Ethereum Tr E worth $107,880,000, the latter suggesting continued build-out of digital-asset-linked exposure within its ETF lineup.
Positions Increased in the Quarter Ending 2026-03-31
BlackRock also added meaningfully to a number of existing holdings this quarter. Exxon Mobil Corp saw the largest percentage increase among energy names, growing 66% from $665,045,652 to $1,101,030,626, while ConocoPhillips (COP) rose 34% and Halliburton Co (HAL) climbed 50%. Lumentum Holdings Inc (LITE) stood out with a 275% increase, expanding from $42,636,280 to $159,794,974.
Healthcare exposure also grew, with HCA Healthcare Inc (HCA) up 48% and Amgen Inc (AMGN) up 9%. Elsewhere, Sempra (SRE) rose 45%, Procter & Gamble Co (PG) increased 12% to over $1 billion, Lockheed Martin Corp (LMT) grew 24%, and NextEra Energy (NEE) added to its already-new position, up 12% to $439,902,064. BlackRock’s existing iShares Tr fund holding also grew 14%, reaching $1,581,772,027.
These figures come directly from BlackRock’s quarterly 13F disclosures and reflect portfolio-level changes only. This page is updated as each new filing becomes available, offering an ongoing record similar to how investors follow other prominent institutional filers. Nothing here should be read as a recommendation to buy or sell any security; it is intended purely as a tracking resource for observing how one of the industry’s largest managers repositions capital over time.
Related ticker coverage
- CAKE — all coverage →
- NEE — all coverage →
- PPL — all coverage →
- SO — all coverage →
- YSS — all coverage →
- VSEC — all coverage →
- HCA — all coverage →
- SRE — all coverage →
- PG — all coverage →
- COP — all coverage →
- HAL — all coverage →
- LMT — all coverage →
- LITE — all coverage →
- AMGN — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.