The world’s largest asset manager is making a colossal bet on artificial intelligence, with regulatory filings showing more than $1.13 trillion allocated across the biggest names in the sector.
The latest 13-F filing from the U.S. Securities and Exchange Commission (SEC) shows that BlackRock holds $301.72 billion in Nvidia (NVDA), amounting to over 1.9 billion shares. Nvidia is the dominant supplier of GPUs that power modern artificial intelligence applications, and its stock has soared on the back of AI demand.
BlackRock’s second-largest AI holding is Microsoft (MSFT), with $289.28 billion deployed into 581.6 million shares. The tech giant has cemented its leadership in enterprise AI through its partnership with OpenAI and the integration of Copilot across Office and Azure.
The firm also has $156.39 billion invested in Amazon (AMZN), owning more than 712 million shares. Amazon Web Services remains a key platform for building and deploying AI models, alongside the company’s retail and logistics operations.
Meta Platforms (META) is another major bet, with BlackRock holding $122.77 billion across 166 million shares. The company is developing its family of LLaMA large language models while using AI to drive advertising and social platforms.
Tesla (TSLA) also makes the list, with $65.43 billion spread across 205.9 million shares. The automaker is positioning itself as an AI and robotics company through its Full Self-Driving technology and the Dojo supercomputer.
Other notable allocations include $103.81 billion in Broadcom (AVGO), $29.58 billion in Oracle (ORCL), $24.16 billion in Palantir Technologies (PLTR), $22.93 billion in IBM (IBM), and $19.56 billion in AMD (AMD).
In total, BlackRock has deployed $1,135,650,684,576 across ten AI leaders as of Q2 2025, underscoring the scale at which the $10 trillion asset manager is positioning its portfolios for artificial intelligence growth.
BlackRock is a New York-based global investment firm known for managing mutual funds, ETFs and institutional accounts. The company focuses on broad-based investment strategies that increasingly include high-growth sectors like artificial intelligence.
