BlackRock, the world’s largest asset manager, is deepening its massive bet on artificial intelligence, with new regulatory filings revealing more than a trillion dollars allocated across the biggest companies driving the AI boom.
The latest 13F filing with the U.S. Securities and Exchange Commission (SEC) shows that BlackRock now holds $359.96 billion in Nvidia (NVDA), representing 1.93 billion shares.
Nvidia remains the dominant supplier of GPUs powering modern artificial intelligence systems, and its unprecedented demand surge has made the chipmaker the largest single AI allocation in BlackRock’s portfolio.
BlackRock’s second-largest AI exposure is Microsoft (MSFT), where the firm holds $306.55 billion across 591.86 million shares. Microsoft continues to expand its leadership in enterprise AI through its collaboration with OpenAI and the rollout of Copilot across Windows, Office and Azure.
The firm also maintains a sizable position in Alphabet (GOOGL), owning 786.97 million shares valued at $191.48 billion. Alphabet controls some of the world’s most critical AI infrastructure, including Google Cloud and its Gemini models.
BlackRock’s stake in Amazon (AMZN) totals $158.61 billion, with ownership exceeding 722 million shares, reflecting Amazon Web Services’ central role in training and deploying large-scale models.
Broadcom (AVGO) also ranks among BlackRock’s top AI holdings, with the firm controlling $124.68 billion across 377.93 million shares. Broadcom supplies networking and custom silicon that underpin data centers powering AI workloads.
Meta Platforms (META) remains another major pillar, with BlackRock holding $123.01 billion through 167.50 million shares. Meta is advancing its LLaMA family of large language models and embedding AI across its social and advertising platforms.
The asset manager also holds $39.30 billion in Oracle (ORCL), $34.39 billion in Palantir (PLTR), $22.07 billion in AMD (AMD), and $21.70 billion in IBM (IBM) — all companies with significant AI footprints across cloud computing, analytics, defense, chips, and enterprise software.
In total, BlackRock has allocated $1,381,733,603,094 across ten major AI leaders as of Q3 2025, underscoring the scale at which the $10 trillion asset manager is positioning its portfolios for the next phase of artificial intelligence growth.
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