Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BLACKROCK INC · COM · quarter ended 2026-03-31 · 49 members disclosed BLK ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,876 holders are listed, largest first: 1,876
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $103B
holders whose share count rose or who opened the position (new + add), by shares: 846
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 229

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BLK ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.7B	10,132,776	+39,694	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.9B	9,240,600	—	NO PRIOR
3	STATE STREET CORP	$6.0B	6,278,663	+14,118	ADD
4	Temasek Holdings (Private) Ltd	$5.1B	5,330,492	+237,667	ADD
5	BANK OF AMERICA CORP /DE/	$5.0B	5,232,973	+35,069	ADD
6	Capital Research Global Investors	$4.4B	4,610,418	+771,481	ADD
7	WELLINGTON MANAGEMENT GROUP LLP	$3.5B	3,644,668	+2,193,546	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.4B	3,531,954	—	NO PRIOR
9	MORGAN STANLEY	$3.3B	3,437,546	−70,674	TRIM
10	GEODE CAPITAL MANAGEMENT, LLC	$3.1B	3,253,795	+86,335	ADD
11	WELLS FARGO & COMPANY/MN	$2.4B	2,476,370	−24,574	TRIM
12	FRANKLIN RESOURCES INC	$2.1B	2,228,886	+158,418	ADD
13	FMR LLC	$1.6B	1,683,432	−309,186	TRIM
14	AMERIPRISE FINANCIAL INC	$1.5B	1,604,320	−58,566	TRIM
15	NORTHERN TRUST CORP	$1.5B	1,531,523	+13,400	ADD
16	Capital International Investors	$1.4B	1,479,949	−496,813	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	1,397,411	+182,785	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.2B	1,290,785	+26,101	ADD
19	UBS Group AG	$1.2B	1,221,365	+286,253	ADD
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.1B	1,095,157	−72,842	TRIM
21	Unisphere Establishment	$877M	911,700	+86,700	ADD
22	Legal & General Group Plc	$869M	903,637	−16,941	TRIM
23	Bank of New York Mellon Corp	$812M	844,719	−13,885	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$779M	809,867	—	NO PRIOR
25	Capital World Investors	$750M	780,008	−203,609	TRIM
26	Nuveen, LLC	$732M	761,347	+73,625	ADD
27	CITADEL ADVISORS LLC	$676M	703,107	+299,288	ADD
28	ROYAL BANK OF CANADA	$640M	665,214	−566,331	TRIM
29	Amundi	$617M	641,778	+84,954	ADD
30	MILLENNIUM MANAGEMENT LLC	$617M	641,558	+133,438	ADD
31	Invesco Ltd.	$611M	635,138	−116,170	TRIM
32	DEUTSCHE BANK AG\	$527M	548,496	+141,723	ADD
33	ValueAct Holdings, L.P.	$525M	546,100	−148,900	TRIM
34	ENVESTNET ASSET MANAGEMENT INC	$524M	545,164	+17,962	ADD
35	BARCLAYS PLC	$520M	540,701	+164,044	ADD
36	FIL Ltd	$494M	513,456	−229,568	TRIM
37	RAYMOND JAMES FINANCIAL INC	$436M	456,404	+15,560	ADD
38	CANTILLON CAPITAL MANAGEMENT LLC	$436M	453,282	−60,970	TRIM
39	DIMENSIONAL FUND ADVISORS LP	$434M	451,432	+6,717	ADD
40	AQR CAPITAL MANAGEMENT LLC	$418M	440,194	+351,566	ADD
41	LONDON CO OF VIRGINIA	$380M	395,591	−26,298	TRIM
42	PRINCIPAL FINANCIAL GROUP INC	$340M	353,663	−4,424	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$329M	342,417	+24,792	ADD
44	ALLIANCEBERNSTEIN L.P.	$321M	299,442	−29,493	TRIM
45	Sumitomo Mitsui Trust Group, Inc.	$318M	330,315	−16,309	TRIM
46	National Pension Service	$309M	321,096	+321,096	NEW
47	Vanguard Global Advisers, LLC	$304M	315,741	—	NO PRIOR
48	SCHRODER INVESTMENT MANAGEMENT GROUP	$290M	310,568	−37,305	TRIM
49	Haverford Trust Co	$289M	300,307	−3,490	TRIM
50	AMERICAN CENTURY COMPANIES INC	$287M	298,551	+20,905	ADD
51	HSBC HOLDINGS PLC	$275M	285,902	−351,680	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$273M	284,304	—	NO PRIOR
53	CANADA PENSION PLAN INVESTMENT BOARD	$269M	279,194	+75,302	ADD
54	CIBC Bancorp USA Inc.	$264M	274,584	—	NO PRIOR
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$263M	273,657	−9,553	TRIM
56	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$249M	259,227	−318,642	TRIM
57	Parkside Financial Bank & Trust	$237M	246,476	+1,357	ADD
58	TRUIST FINANCIAL CORP	$236M	245,216	+3,267	ADD
59	Prana Capital Management, LP	$234M	243,110	+11,022	ADD
60	Sarasin & Partners LLP	$231M	240,698	−11,158	TRIM
61	Rockefeller Capital Management L.P.	$216M	224,843	+8,277	ADD
62	MARKEL GROUP INC.	$212M	220,200	0	NO CHANGE
63	LPL Financial LLC	$210M	218,728	−823	TRIM
64	BALYASNY ASSET MANAGEMENT L.P.	$202M	210,304	+176,169	ADD
65	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$192M	200,087	+130,383	ADD
66	US BANCORP \DE\	$192M	199,948	−7,914	TRIM
67	Guinness Asset Management LTD	$190M	197,958	−12,865	TRIM
68	TWO SIGMA INVESTMENTS, LP	$186M	193,021	+148,999	ADD
69	Focus Partners Wealth	$180M	187,523	+16,844	ADD
70	NEW YORK STATE COMMON RETIREMENT FUND	$179M	185,707	+400	ADD
71	BANK OF MONTREAL /CAN/	$167M	174,002	−39,752	TRIM
72	Cerity Partners LLC	$160M	166,688	+19,273	ADD
73	Baird Financial Group, Inc.	$157M	163,584	+163,584	NEW
74	Junto Capital Management LP	$155M	161,073	−73,480	TRIM
75	SAMLYN CAPITAL, LLC	$147M	152,555	+152,555	NEW
76	GREAT LAKES ADVISORS, LLC	$143M	148,205	+1,716	ADD
77	BNP Paribas Asset Management Holding S.A.	$142M	147,289	+11,686	ADD
78	D. E. Shaw & Co., Inc.	$141M	146,913	+76,655	ADD
79	BANK OF NOVA SCOTIA	$138M	143,236	+105,855	ADD
80	FIRST TRUST ADVISORS LP	$137M	142,210	−82,365	TRIM
81	M&T BANK CORP	$137M	142,198	−6,942	TRIM
82	Pictet Asset Management Holding SA	$136M	141,402	−23,181	TRIM
83	Mariner, LLC	$135M	140,493	+13,452	ADD
84	ZACKS INVESTMENT MANAGEMENT	$133M	138,443	−1,092	TRIM
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$130M	134,932	+69	ADD
86	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$126M	130,619	+11,962	ADD
87	PRUDENTIAL FINANCIAL INC	$125M	130,333	+57,428	ADD
88	AVIVA PLC	$122M	126,828	+3,621	ADD
89	ROYAL LONDON ASSET MANAGEMENT LTD	$119M	124,173	+1,147	ADD
90	CITIGROUP INC	$118M	122,204	+851	ADD
91	Assenagon Asset Management S.A.	$112M	116,890	−27,098	TRIM
92	Aberdeen Group plc	$112M	116,783	+3,162	ADD
93	FIFTH THIRD BANCORP	$112M	116,149	+45,753	ADD
94	Swiss Life Asset Management Ltd	$111M	115,643	+7,457	ADD
95	STIFEL FINANCIAL CORP	$111M	115,577	−40,239	TRIM
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$110M	114,744	−41,309	TRIM
97	SCOTIA CAPITAL INC.	$108M	112,811	−2,667	TRIM
98	ADAGE CAPITAL PARTNERS GP, L.L.C.	$107M	110,964	−500	TRIM
99	MANNING & NAPIER ADVISORS LLC	$103M	107,392	−7,746	TRIM
100	Evercore Wealth Management, LLC	$102M	106,170	−2,397	TRIM
101	NATIONAL BANK OF CANADA /FI/	$101M	104,563	−12,636	TRIM
102	CREDIT AGRICOLE S A	$100M	104,444	−16,535	TRIM
103	Corient Private Wealth LLC	$98.8M	102,883	−5,503,401	TRIM
104	Ensign Peak Advisors, Inc	$89.7M	93,220	−13,874	TRIM
105	OFI INVEST ASSET MANAGEMENT	$88.1M	105,557	−167	TRIM
106	Swedbank AB	$85.3M	88,716	−332	TRIM
107	HighTower Advisors, LLC	$83.8M	87,102	+816	ADD
108	PFA Pension, Forsikringsaktieselskab	$82.1M	85,351	+85,351	NEW
109	&PARTNERS	$80.7M	83,909	+1,107	ADD
110	MACKENZIE FINANCIAL CORP	$79.2M	82,328	−123,491	TRIM
111	APG Asset Management N.V.	$79.1M	94,758	+72	ADD
112	DANSKE BANK A/S	$77.8M	80,939	−398	TRIM
113	Marex Group Ltd	$77.5M	80,637	+68,027	ADD
114	STATE OF WISCONSIN INVESTMENT BOARD	$77.2M	80,280	+3,959	ADD
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$77.0M	80,113	−5,370	TRIM
116	REGIONS FINANCIAL CORP	$75.8M	78,843	−1,021	TRIM
117	NOMURA ASSET MANAGEMENT CO LTD	$75.8M	78,769	+1,702	ADD
118	BRIDGES INVESTMENT MANAGEMENT INC	$74.9M	77,841	−1,780	TRIM
119	Vontobel Holding Ltd.	$74.6M	77,554	−8,017	TRIM
120	ABN AMRO Bank N.V.	$74.0M	76,293	−26,269	TRIM
121	Chevy Chase Trust Holdings, LLC	$73.5M	76,429	−1,144	TRIM
122	CRAWFORD INVESTMENT COUNSEL INC	$72.4M	75,234	−1,596	TRIM
123	Allianz Asset Management GmbH	$71.5M	74,337	−8,387	TRIM
124	Quantinno Capital Management LP	$71.0M	73,830	+8,988	ADD
125	CIBC WORLD MARKET INC.	$70.8M	73,592	+4,413	ADD
126	Squarepoint Ops LLC	$70.7M	73,466	−58,057	TRIM
127	STOREBRAND ASSET MANAGEMENT AS	$70.4M	73,200	—	NO PRIOR
128	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$70.1M	72,869	−32,907	TRIM
129	Cetera Investment Advisers	$70.0M	72,806	+3,829	ADD
130	NewEdge Advisors, LLC	$69.1M	71,807	+71,807	NEW
131	Zurcher Kantonalbank (Zurich Cantonalbank)	$67.3M	69,980	+69,980	NEW
132	FIRST FINANCIAL BANKSHARES INC	$66.4M	69,021	+298	ADD
133	Vanguard Investments Australia, Ltd.	$66.1M	68,725	—	NO PRIOR
134	JANE STREET GROUP, LLC	$66.0M	68,659	−87,806	TRIM
135	Allen Investment Management, LLC	$65.7M	628,645	+628,107	ADD
136	Mitsubishi UFJ Trust & Banking Corp	$65.1M	67,737	+1,016	ADD
137	Henshaw Capital LLC	$64.8M	67,390	—	NO PRIOR
138	Connor, Clark & Lunn Investment Management Ltd.	$64.7M	67,306	+30,130	ADD
139	TD ASSET MANAGEMENT INC	$63.4M	65,880	+4,211	ADD
140	EP Wealth Advisors, LLC	$62.4M	64,906	+689	ADD
141	Eurizon Capital SGR S.p.A.	$62.3M	64,914	−9,885	TRIM
142	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$62.1M	64,531	−258	TRIM
143	Qube Research & Technologies Ltd	$61.3M	63,741	−36,721	TRIM
144	Asset Management One Co., Ltd.	$60.3M	62,672	+170	ADD
145	FEDERATED HERMES, INC.	$60.0M	62,413	+9,666	ADD
146	LGT Group Foundation	$57.4M	59,680	+4,370	ADD
147	BLAIR WILLIAM & CO/IL	$57.0M	59,288	−7,312	TRIM
148	FLOSSBACH VON STORCH SE	$56.6M	58,857	−42,603	TRIM
149	TORONTO DOMINION BANK	$56.0M	58,265	−37,376	TRIM
150	Woodline Partners LP	$55.1M	57,288	+2,649	ADD
151	Tredje AP-fonden	$54.3M	56,500	+5,466	ADD
152	Modera Wealth Management, LLC	$53.7M	55,861	−1,214	TRIM
153	Susquehanna Portfolio Strategies, LLC	$53.0M	55,162	−2,295	TRIM
154	KLP KAPITALFORVALTNING AS	$53.0M	55,075	+2,200	ADD
155	MML INVESTORS SERVICES, LLC	$52.8M	54,918	−17,540	TRIM
156	HARRIS ASSOCIATES L P	$52.5M	54,555	+146	ADD
157	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$51.5M	53,574	+19,655	ADD
158	Point72 Asset Management, L.P.	$51.1M	53,152	−115,343	TRIM
159	ABN AMRO INVESTMENT SOLUTIONS	$51.0M	53,026	+44,030	ADD
160	Quadrature Capital Ltd	$50.7M	52,667	−22,119	TRIM
161	Korea Investment CORP	$49.6M	51,526	−6,205	TRIM
162	CIBC Asset Management Inc	$49.5M	51,474	+1,837	ADD
163	State of New Jersey Common Pension Fund D	$48.7M	50,662	0	NO CHANGE
164	Provident Investment Management, Inc.	$48.3M	50,256	−1,580	TRIM
165	Alyeska Investment Group, L.P.	$48.3M	50,178	+50,178	NEW
166	COMMERCE BANK	$47.8M	49,675	+18,047	ADD
167	BECKER CAPITAL MANAGEMENT INC	$46.6M	48,434	−486	TRIM
168	Sequoia Financial Advisors, LLC	$45.6M	47,403	+3,653	ADD
169	Clark Capital Management Group, Inc.	$45.4M	47,167	+661	ADD
170	Lansforsakringar Fondforvaltning AB (publ)	$44.9M	46,677	−9,209	TRIM
171	Capital International, Inc./CA/	$44.7M	46,429	−2,786	TRIM
172	Resona Asset Management Co.,Ltd.	$44.5M	46,558	+1,045	ADD
173	Allspring Global Investments Holdings, LLC	$44.3M	46,291	+4,158	ADD
174	OSAIC HOLDINGS, INC.	$43.9M	45,530	+3,978	ADD
175	SEI INVESTMENTS CO	$43.4M	45,083	−339	TRIM
176	TEACHER RETIREMENT SYSTEM OF TEXAS	$42.5M	44,172	+44,172	NEW
177	NISA INVESTMENT ADVISORS, LLC	$42.2M	43,869	−1,294	TRIM
178	COUNTRY TRUST BANK	$42.1M	43,732	+1,497	ADD
179	VICTORY CAPITAL MANAGEMENT INC	$41.8M	43,477	+494	ADD
180	EASTERN BANK	$41.6M	43,275	−3,173	TRIM
181	Carnegie Investment Counsel	$39.8M	43,230	+2,392	ADD
182	PUBLIC SECTOR PENSION INVESTMENT BOARD	$39.5M	41,040	−25,706	TRIM
183	PINNACLE ASSOCIATES LTD	$39.0M	40,546	−245	TRIM
184	Arizona State Retirement System	$38.8M	40,383	−1,205	TRIM
185	Sanctuary Advisors, LLC	$38.1M	39,620	+896	ADD
186	Czech National Bank	$37.8M	39,297	+1,250	ADD
187	Clearbridge Investments, LLC	$37.8M	39,259	−2,338	TRIM
188	STATE OF MICHIGAN RETIREMENT SYSTEM	$37.7M	39,171	−100	TRIM
189	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$37.6M	39,053	+1,346	ADD
190	MONTRUSCO BOLTON INVESTMENTS INC.	$37.4M	38,933	−209,032	TRIM
191	UMB Bank, n.a.	$37.4M	38,891	−1,024	TRIM
192	BAHL & GAYNOR INC	$37.2M	38,636	−326	TRIM
193	CONNING INC.	$36.6M	38,102	+6,905	ADD
194	VOYA INVESTMENT MANAGEMENT LLC	$35.9M	37,336	+1,507	ADD
195	WINDWARD CAPITAL MANAGEMENT CO /CA	$35.8M	37,262	−161	TRIM
196	Epoch Investment Partners, Inc.	$35.6M	37,050	+1,397	ADD
197	KEYBANK NATIONAL ASSOCIATION/OH	$35.5M	36,902	+36	ADD
198	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$35.4M	36,846	+36,846	NEW
199	E. Ohman J:or Asset Management AB	$34.9M	36,251	−901	TRIM
200	L. Roy Papp & Associates, LLP	$34.6M	36,017	−425	TRIM
201	Lido Advisors, LLC	$34.6M	35,996	−450	TRIM
202	Tidal Investments LLC	$34.4M	35,850	+3,866	ADD
203	Advisors Capital Management, LLC	$33.9M	35,265	+136	ADD
204	Rafferty Asset Management, LLC	$33.7M	35,079	−8,944	TRIM
205	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$33.2M	34,559	+2,297	ADD
206	SEB Asset Management AB	$32.8M	34,157	—	NO PRIOR
207	MetLife Investment Management, LLC	$32.6M	33,852	−875	TRIM
208	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$32.5M	33,826	+415	ADD
209	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$32.3M	33,611	+48	ADD
210	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$31.8M	33,077	−20,207	TRIM
211	Aptus Capital Advisors, LLC	$31.2M	32,418	−721	TRIM
212	DnB Asset Management AS	$31.1M	32,344	+2,717	ADD
213	RWA WEALTH PARTNERS, LLC	$30.4M	31,651	+946	ADD
214	Holocene Advisors, LP	$30.2M	31,404	−201	TRIM
215	COMMONWEALTH EQUITY SERVICES, LLC	$29.9M	31,053	−7,373	TRIM
216	ROCKLAND TRUST CO	$29.6M	30,760	+3,237	ADD
217	J. Safra Sarasin Holding AG	$29.5M	30,729	−1,800	TRIM
218	IEQ CAPITAL, LLC	$29.5M	30,712	+20,144	ADD
219	Retirement Systems of Alabama	$29.5M	30,641	−53	TRIM
220	Mirae Asset Global Investments Co., Ltd.	$29.5M	30,630	−3,956	TRIM
221	MAI Capital Management	$29.4M	30,602	+282	ADD
222	Curi Capital, LLC	$29.2M	30,414	−946	TRIM
223	Calamos Advisors LLC	$29.2M	30,357	+364	ADD
224	Creative Planning	$28.4M	29,533	+3,818	ADD
225	National Mutual Insurance Federation of Agricultural Cooperatives	$28.3M	29,400	0	NO CHANGE
226	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$28.0M	49,242	+12,204	ADD
227	ASSOCIATED BANC-CORP	$27.9M	29,052	+167	ADD
228	ProShare Advisors LLC	$27.8M	28,920	−1,416	TRIM
229	Madison Asset Management, LLC	$27.8M	28,918	−4,775	TRIM
230	PITTENGER & ANDERSON INC	$27.8M	28,898	+184	ADD
231	Zurich Insurance Group Ltd/FI	$27.7M	28,776	+25,176	ADD
232	IFM Investors Pty Ltd	$27.6M	28,708	+969	ADD
233	Federation des caisses Desjardins du Quebec	$27.3M	28,359	+213	ADD
234	Varma Mutual Pension Insurance Co	$26.8M	27,912	0	NO CHANGE
235	ASSETMARK, INC	$26.7M	27,769	+569	ADD
236	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$26.6M	27,707	+233	ADD
237	PARK NATIONAL CORP /OH/	$26.3M	27,332	+163	ADD
238	Blue Chip Partners, LLC	$26.2M	27,197	+903	ADD
239	MERCER GLOBAL ADVISORS INC /ADV	$26.1M	27,144	+6,693	ADD
240	MACQUARIE GROUP LTD	$25.7M	26,739	−53,749	TRIM
241	BAILARD, INC.	$25.7M	26,729	+38	ADD
242	Groupe la Francaise	$25.5M	27,343	−11,379	TRIM
243	CI INVESTMENTS INC.	$25.4M	26,443	−46,287	TRIM
244	HANCOCK WHITNEY CORP	$25.2M	26,161	−398	TRIM
245	XPONANCE LLC	$25.1M	26,055	+3,715	ADD
246	Daiwa Securities Group Inc.	$24.8M	25,750	+1,334	ADD
247	USS Investment Management Ltd	$24.6M	25,526	+1,247	ADD
248	ALBION FINANCIAL GROUP /UT	$24.2M	25,210	−1,009	TRIM
249	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$24.2M	25,131	+2,280	ADD
250	Pinnacle Financial Partners, Inc.	$23.9M	24,894	−537	TRIM
251	GUGGENHEIM CAPITAL LLC	$23.9M	24,816	−393	TRIM
252	Utah Retirement Systems	$23.8M	24,795	−411	TRIM
253	Jefferies Financial Group Inc.	$23.3M	24,237	+23,526	ADD
254	Voleon Capital Management LP	$22.4M	23,244	+7,016	ADD
255	Vanguard Personalized Indexing Management, LLC	$22.3M	23,214	+787	ADD
256	GODSEY & GIBB, INC	$22.2M	23,108	+53	ADD
257	Mesirow Financial Investment Management, Inc.	$22.0M	22,875	+470	ADD
258	SUMMITRY LLC	$21.8M	22,705	+22,095	ADD
259	71 West Capital Partners	$21.6M	22,434	+1,424	ADD
260	Sienna Gestion	$21.5M	22,859	0	NO CHANGE
261	BSN Capital Partners Ltd	$21.4M	20,000	—	NO PRIOR
262	Steward Partners Investment Advisory, LLC	$21.3M	22,180	+1,642	ADD
263	EDMOND DE ROTHSCHILD HOLDING S.A.	$21.1M	21,915	+1,772	ADD
264	Bank Julius Baer & Co. Ltd, Zurich	$21.0M	21,969	−109,485	TRIM
265	Waverly Advisors, LLC	$20.8M	21,609	+1,226	ADD
266	BROWN ADVISORY INC	$20.7M	21,552	−448	TRIM
267	Sumitomo Mitsui DS Asset Management Company, Ltd	$20.4M	21,248	+869	ADD
268	NEOS Investment Management LLC	$20.3M	21,129	+4,966	ADD
269	B. Metzler seel. Sohn & Co. AG	$20.3M	21,117	−4,740	TRIM
270	Kestra Advisory Services, LLC	$20.2M	20,986	−1,820	TRIM
271	Wealthfront Advisers LLC	$20.1M	20,923	+341	ADD
272	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$20.1M	20,920	−5,096	TRIM
273	Pathstone Holdings, LLC	$20.0M	20,756	+41	ADD
274	FACTORY MUTUAL INSURANCE CO	$19.9M	20,700	+800	ADD
275	NorthCrest Asset Manangement, LLC	$19.6M	20,229	−6,037	TRIM
276	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$19.5M	20,314	−5,803	TRIM
277	Gotham Asset Management, LLC	$19.5M	20,285	+90	ADD
278	Narwhal Capital Management	$19.3M	20,103	−1,076	TRIM
279	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$19.3M	20,063	+259	ADD
280	Baltimore-Washington Financial Advisors, Inc.	$19.1M	19,842	+387	ADD
281	Cander Asset Management LP	$18.9M	19,664	−2,765	TRIM
282	Alley Investment Management Company, LLC	$18.7M	19,492	−1,316	TRIM
283	Atlantic Union Bankshares Corp	$18.3M	19,006	+2,121	ADD
284	JONES FINANCIAL COMPANIES LLLP	$18.2M	18,951	−105	TRIM
285	PB INVESTMENT PARTNERS, L.P.	$18.2M	18,882	+4,661	ADD
286	LGT Fund Management Co Ltd.	$18.1M	18,871	+79	ADD
287	NISSAY ASSET MANAGEMENT CORP /JAPAN	$18.1M	18,860	+292	ADD
288	TCV Trust & Wealth Management, Inc.	$18.0M	18,667	−279	TRIM
289	Stillwater Capital Advisors, LLC	$17.9M	18,568	−249	TRIM
290	Edgemoor Investment Advisors, Inc.	$17.8M	18,520	+103	ADD
291	Clarity Financial LLC	$17.7M	18,407	−4,439	TRIM
292	Elo Mutual Pension Insurance Co	$17.7M	18,368	+367	ADD
293	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$17.0M	17,722	−3,131	TRIM
294	UNIVEST FINANCIAL Corp	$16.9M	17,605	+309	ADD
295	CUTLER INVESTMENT COUNSEL LLC	$16.8M	17,500	−361	TRIM
296	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$16.6M	17,288	−437	TRIM
297	Janus Henderson Group Ltd.	$16.6M	17,211	−3,905	TRIM
298	Generali Asset Management SPA SGR	$16.4M	17,045	+1,974	ADD
299	Compagnie Lombard Odier SCmA	$16.2M	16,868	−5,368	TRIM
300	Vestmark Advisory Solutions, Inc.	$16.2M	16,829	+5,443	ADD
301	Turtle Creek Wealth Advisors, LLC	$16.1M	16,712	+1,210	ADD
302	EAGLE GLOBAL ADVISORS LLC	$15.9M	16,584	+143	ADD
303	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$15.9M	16,540	+52	ADD
304	FLPUTNAM INVESTMENT MANAGEMENT CO	$15.9M	16,517	−12	TRIM
305	MUFG Securities EMEA plc	$15.7M	16,315	+10,400	ADD
306	TD Waterhouse Canada Inc.	$15.5M	16,245	−3,769	TRIM
307	Vest Financial, LLC	$15.5M	16,110	−10,754	TRIM
308	YOUSIF CAPITAL MANAGEMENT, LLC	$15.3M	15,956	−661	TRIM
309	NORTHEAST INVESTMENT MANAGEMENT	$15.3M	15,945	−756	TRIM
310	Merit Financial Group, LLC	$15.3M	15,912	+1,263	ADD
311	Orion Porfolio Solutions, LLC	$15.3M	15,877	−2,110	TRIM
312	OPPENHEIMER ASSET MANAGEMENT INC.	$15.2M	15,847	+311	ADD
313	Edge Wealth Management LLC	$15.2M	15,840	−95	TRIM
314	Hudson Bay Capital Management LP	$15.2M	15,790	+1,897	ADD
315	MOGY JOEL R INVESTMENT COUNSEL INC	$14.8M	15,406	+49	ADD
316	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$14.8M	15,347	−146	TRIM
317	Talbot Financial, LLC	$14.7M	15,335	+673	ADD
318	Venture Visionary Partners LLC	$14.7M	15,320	+2,614	ADD
319	Trexquant Investment LP	$14.5M	15,037	+8,860	ADD
320	OP Asset Management Ltd	$14.4M	14,937	—	NO PRIOR
321	BRAUN STACEY ASSOCIATES INC	$14.4M	14,925	−7,423	TRIM
322	Candriam S.C.A.	$14.3M	14,880	−22,837	TRIM
323	Alpine Global Management, LLC	$14.3M	14,834	+14,834	NEW
324	NORDEA INVESTMENT MANAGEMENT AB	$14.3M	15,078	+471	ADD
325	FIRST NATIONAL BANK OF OMAHA	$14.2M	14,873	−586	TRIM
326	OLD NATIONAL BANCORP /IN/	$14.1M	14,647	−969	TRIM
327	EVEXIA WEALTH LLC	$14.0M	13,708	+1,301	ADD
328	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.0M	14,543	−216	TRIM
329	Atria Investments, Inc	$13.9M	14,459	−822	TRIM
330	FARMERS & MERCHANTS INVESTMENTS INC	$13.6M	14,172	+130	ADD
331	ASR Vermogensbeheer N.V.	$13.6M	14,096	+706	ADD
332	ALLIANZ SE	$13.4M	13,905	+2,841	ADD
333	W.G. Shaheen & Associates DBA Whitney & Co	$13.4M	13,904	+98	ADD
334	Glenview Trust Co	$13.3M	13,827	−116	TRIM
335	ARS Investment Partners, LLC	$13.1M	13,644	+2,524	ADD
336	SILVERCREST ASSET MANAGEMENT GROUP LLC	$13.1M	13,618	−942	TRIM
337	Man Group plc	$13.0M	13,516	−20,271	TRIM
338	Haverford Financial Services, Inc.	$12.9M	13,428	−47	TRIM
339	Private Advisor Group, LLC	$12.8M	13,321	+241	ADD
340	CWM, LLC	$12.8M	13,303	+3,698	ADD
341	Danica Pension, Livsforsikringsaktieselskab	$12.5M	12,965	+12,965	NEW
342	Azimuth Capital Investment Management LLC	$12.2M	12,727	−36	TRIM
343	Immersion Capital LLP	$12.1M	12,633	0	NO CHANGE
344	LS Investment Advisors, LLC	$12.0M	12,509	−1,364	TRIM
345	QRG CAPITAL MANAGEMENT, INC.	$12.0M	12,495	+726	ADD
346	UniSuper Management Pty Ltd	$11.9M	12,414	+1,616	ADD
347	FIRST NATIONAL TRUST CO	$11.9M	12,365	+610	ADD
348	Palisade Asset Management, LLC	$11.9M	12,330	−165	TRIM
349	GFS Advisors, LLC	$11.8M	57,167	+57,167	NEW
350	Advisors Asset Management, Inc.	$11.8M	12,250	−19	TRIM
351	TOTH FINANCIAL ADVISORY CORP	$11.7M	12,138	+603	ADD
352	MIRAE ASSET SECURITIES (USA) INC.	$11.6M	12,027	+12,027	NEW
353	Apollon Wealth Management, LLC	$11.5M	11,989	−5,906	TRIM
354	Caldwell Trust Co	$11.5M	11,946	−46	TRIM
355	Bragg Financial Advisors, Inc	$11.4M	11,857	+496	ADD
356	D.A. DAVIDSON & CO.	$11.3M	11,761	−353	TRIM
357	ProVise Management Group, LLC	$11.2M	11,619	−12	TRIM
358	Investment Management Corp of Ontario	$11.2M	11,599	−977	TRIM
359	Avanza Fonder AB	$11.0M	11,466	+930	ADD
360	GERMAN AMERICAN BANCORP, INC.	$10.9M	11,342	+94	ADD
361	Equitable Holdings, Inc.	$10.8M	10,477	+6,042	ADD
362	Morningstar Investment Management LLC	$10.7M	11,168	−1,689	TRIM
363	Bryn Mawr Trust Advisors, LLC	$10.7M	11,152	−376	TRIM
364	WEBSTER BANK, N. A.	$10.7M	11,091	−126	TRIM
365	IVY LANE CAPITAL MANAGEMENT, LLC	$10.6M	11,000	0	NO CHANGE
366	NIXON PEABODY TRUST CO	$10.6M	10,993	−231	TRIM
367	Empowered Funds, LLC	$10.4M	10,825	+1,146	ADD
368	Meiji Yasuda Asset Management Co Ltd.	$10.4M	10,825	−231	TRIM
369	ARTHUR M. COHEN & ASSOCIATES, LLC	$10.4M	10,868	−175	TRIM
370	McGuire Investment Group, LLC	$10.4M	10,776	−39	TRIM
371	Marietta Wealth Management, LLC	$10.2M	10,568	+183	ADD
372	TOMPKINS FINANCIAL CORP	$10.1M	10,532	−142	TRIM
373	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.1M	10,532	−949	TRIM
374	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$10.1M	10,500	0	NO CHANGE
375	Intesa Sanpaolo S.p.A.	$10.1M	10,471	+1,047	ADD
376	MATTERN CAPITAL MANAGEMENT, LLC	$10.0M	10,387	−21	TRIM
377	Oak Harvest Investment Services	$10.0M	10,355	+3,204	ADD
378	Linscomb Wealth, Inc.	$10.0M	10,351	−3,465	TRIM
379	Spinecap SAS	$9.9M	10,336	+948	ADD
380	Prospera Financial Services Inc	$9.9M	10,280	+251	ADD
381	Ethic Inc.	$9.9M	10,245	−289	TRIM
382	EFG International AG	$9.8M	10,234	+1,505	ADD
383	FORA Capital, LLC	$9.8M	10,200	+10,200	NEW
384	Miramar Capital, LLC	$9.8M	10,173	−163	TRIM
385	OPPENHEIMER & CO INC	$9.6M	10,006	−490	TRIM
386	Moors & Cabot, Inc.	$9.6M	9,975	+225	ADD
387	SCHMIDT P J INVESTMENT MANAGEMENT INC	$9.6M	9,970	+8	ADD
388	Empower Advisory Group, LLC	$9.6M	9,937	−1,943	TRIM
389	AIA Group Ltd	$9.5M	9,900	+1,400	ADD
390	Osmosis Investment Management UK Ltd	$9.4M	9,754	−1,697	TRIM
391	Moran Wealth Management, LLC	$9.4M	9,752	+160	ADD
392	PARSONS CAPITAL MANAGEMENT INC/RI	$9.4M	9,729	+1,232	ADD
393	ELEVATION POINT WEALTH PARTNERS, LLC	$9.3M	9,631	+5,925	ADD
394	Snowden Capital Advisors LLC	$9.2M	9,564	−49	TRIM
395	Ashton Thomas Private Wealth, LLC	$9.1M	9,480	−2,097	TRIM
396	Y-Intercept (Hong Kong) Ltd	$9.1M	9,466	+7,362	ADD
397	CMH Wealth Management LLC	$9.0M	9,330	+2,330	ADD
398	DAYMARK WEALTH PARTNERS, LLC	$8.9M	9,296	−18	TRIM
399	Sand Hill Global Advisors, LLC	$8.8M	9,150	+157	ADD
400	1832 Asset Management L.P.	$8.8M	9,130	−2,442	TRIM
401	Norinchukin Bank, The	$8.7M	9,090	+25	ADD
402	Kingsview Wealth Management, LLC	$8.6M	8,985	+614	ADD
403	KMG FIDUCIARY PARTNERS, LLC	$8.6M	8,982	+226	ADD
404	HUB Investment Partners, LLC	$8.6M	8,940	+1,687	ADD
405	Security National Bank	$8.6M	8,895	+1,418	ADD
406	Vinva Investment Management Ltd	$8.5M	9,085	+9,085	NEW
407	ADELL HARRIMAN & CARPENTER INC	$8.5M	8,819	−106	TRIM
408	River Wealth Advisors LLC	$8.4M	8,769	+505	ADD
409	EVERGREEN CAPITAL MANAGEMENT LLC	$8.4M	8,767	+198	ADD
410	Cyndeo Wealth Partners, LLC	$8.4M	8,749	+5,272	ADD
411	NAPLES GLOBAL ADVISORS, LLC	$8.4M	8,737	+467	ADD
412	HB Wealth Management, LLC	$8.4M	8,726	+523	ADD
413	MIZUHO SECURITIES USA LLC	$8.4M	8,723	−1,783	TRIM
414	Private Capital Advisors, Inc.	$8.4M	8,720	−512	TRIM
415	Kesler, Norman & Wride, LLC	$8.3M	8,673	+60	ADD
416	Concurrent Investment Advisors, LLC	$8.3M	8,668	−337	TRIM
417	Callan Family Office, LLC	$8.2M	8,563	−229	TRIM
418	NICHOLAS COMPANY, INC.	$8.1M	8,469	0	NO CHANGE
419	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$8.1M	8,457	+8,457	NEW
420	INTACT INVESTMENT MANAGEMENT INC.	$8.1M	8,400	0	NO CHANGE
421	Parcion Private Wealth LLC	$8.0M	8,327	+38	ADD
422	Robeco Institutional Asset Management B.V.	$8.0M	8,309	−6,121	TRIM
423	HARTFORD INVESTMENT MANAGEMENT CO	$7.9M	8,220	−112	TRIM
424	Aviance Capital Partners, LLC	$7.8M	8,160	−117	TRIM
425	Clear Harbor Asset Management, LLC	$7.8M	8,082	−138	TRIM
426	American Money Management, LLC	$7.8M	8,074	−4	TRIM
427	Cypress Capital Group	$7.8M	8,074	+8	ADD
428	Kera Capital Partners, Inc.	$7.8M	8,059	+251	ADD
429	Crossmark Global Holdings, Inc.	$7.7M	8,034	—	NO PRIOR
430	Tower Research Capital LLC (TRC)	$7.7M	8,013	+1,891	ADD
431	Sara-Bay Financial	$7.7M	7,996	—	NO PRIOR
432	BRADY FAMILY WEALTH, LLC	$7.6M	7,887	+183	ADD
433	Intesa Sanpaolo Wealth Management	$7.5M	7,797	+2,496	ADD
434	Pegasus Asset Management, Inc.	$7.5M	7,783	+93	ADD
435	CAPITAL CITY TRUST CO/FL	$7.5M	7,767	−108	TRIM
436	OMERS ADMINISTRATION Corp	$7.5M	7,748	+1,603	ADD
437	Maryland State Retirement & Pension System	$7.4M	7,702	+97	ADD
438	LEVEL FOUR ADVISORY SERVICES, LLC	$7.3M	7,593	+213	ADD
439	DAVENPORT & Co LLC	$7.3M	7,591	+40	ADD
440	Granite Investment Partners, LLC	$7.2M	7,463	−54	TRIM
441	Leo Wealth, LLC	$7.2M	7,444	+10	ADD
442	COLDSTREAM CAPITAL MANAGEMENT INC	$7.1M	7,389	−207	TRIM
443	Harbour Trust & Investment Management Co	$7.1M	7,370	−103	TRIM
444	DONALDSON CAPITAL MANAGEMENT, LLC	$7.1M	7,347	−390	TRIM
445	INTECH INVESTMENT MANAGEMENT LLC	$7.0M	7,325	+1,055	ADD
446	JAMES INVESTMENT RESEARCH, INC.	$7.0M	7,278	−223	TRIM
447	EXCHANGE TRADED CONCEPTS, LLC	$7.0M	7,276	−749	TRIM
448	OpenArc Corporate Advisory, LLC	$7.0M	7,231	−132	TRIM
449	MISSION WEALTH MANAGEMENT, LP	$6.9M	7,155	−244	TRIM
450	Cresset Asset Management, LLC	$6.9M	7,128	−351	TRIM
451	STEPHENS INC /AR/	$6.8M	7,093	+224	ADD
452	Pinnacle Wealth Management Advisory Group, LLC	$6.8M	7,070	+119	ADD
453	NewEdge Wealth, LLC	$6.8M	7,056	−1,952	TRIM
454	Kintegral Advisory, LLC	$6.8M	7,053	−313	TRIM
455	PRUDENTIAL PLC	$6.8M	7,029	0	NO CHANGE
456	Bedell Frazier Investment Counselling, LLC	$6.8M	7,020	+76	ADD
457	MidFirst Bank	$6.7M	7,006	−39	TRIM
458	Cornerstone Wealth Group, LLC	$6.7M	6,450	+293	ADD
459	M. Kulyk & Associates, LLC	$6.7M	6,992	+182	ADD
460	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$6.5M	6,797	+91	ADD
461	Sava Infond d.o.o.	$6.5M	6,787	−560	TRIM
462	Huntleigh Advisors, Inc.	$6.5M	6,782	+411	ADD
463	BENJAMIN EDWARDS INC	$6.5M	6,767	+196	ADD
464	Stamos Capital Partners, L.P.	$6.4M	6,630	+1,695	ADD
465	Ancora Advisors LLC	$6.3M	6,570	−119	TRIM
466	Dynamic Advisor Solutions LLC	$6.3M	6,504	+242	ADD
467	KANAWHA CAPITAL MANAGEMENT LLC	$6.2M	6,492	+27	ADD
468	FIDUCIARY TRUST CO	$6.2M	6,403	−588	TRIM
469	CHOREO, LLC	$6.1M	6,348	−236	TRIM
470	Columbus Macro, LLC	$6.0M	6,260	+212	ADD
471	Engineers Gate Manager LP	$6.0M	6,250	+4,705	ADD
472	Rossmore Private Capital	$6.0M	6,226	−13	TRIM
473	WORLDQUANT MILLENNIUM ADVISORS LLC	$6.0M	6,203	+2,987	ADD
474	Wilmington Savings Fund Society, FSB	$5.9M	6,158	+29	ADD
475	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$5.9M	6,116	+155	ADD
476	Sandhill Capital Partners LLC	$5.8M	6,056	−764	TRIM
477	Texas Yale Capital Corp.	$5.8M	6,004	+240	ADD
478	RBF Capital, LLC	$5.8M	6,000	−6,000	TRIM
479	Alberta Investment Management Corp	$5.8M	6,000	−10,300	TRIM
480	Summit Trail Advisors, LLC	$5.8M	5,999	+1,879	ADD
481	Dakota Wealth Management	$5.8M	5,985	−1,491	TRIM
482	Envestnet Portfolio Solutions, Inc.	$5.7M	5,966	−14,655	TRIM
483	Sitrin Capital Management LLC	$5.7M	5,925	−27	TRIM
484	AG2R LA MONDIALE GESTION D'ACTIFS	$5.7M	5,918	+78	ADD
485	Krilogy Financial LLC	$5.7M	5,542	+1,687	ADD
486	PRINCIPAL SECURITIES, INC.	$5.7M	5,881	−35	TRIM
487	Vise Technologies, Inc.	$5.6M	5,246	0	NO CHANGE
488	Trifecta Capital Advisors, LLC	$5.6M	5,815	+70	ADD
489	Principle Wealth Partners LLC	$5.5M	5,757	+43	ADD
490	Mirador Capital Partners LP	$5.5M	5,705	−19	TRIM
491	Stokes Family Office, LLC	$5.5M	5,672	+70	ADD
492	B & T Capital Management DBA Alpha Capital Management	$5.4M	5,633	+109	ADD
493	Embree Financial Group	$5.4M	5,579	+308	ADD
494	Sepio Capital, LP	$5.4M	5,567	−184	TRIM
495	SFMG, LLC	$5.3M	5,542	−117	TRIM
496	Metis Global Partners, LLC	$5.3M	5,522	+25	ADD
497	NOMURA HOLDINGS INC	$5.3M	5,514	−1,119	TRIM
498	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$5.3M	5,495	+32	ADD
499	Laird Norton Wetherby Trust Company, LLC	$5.3M	5,494	−590	TRIM
500	Schonfeld Strategic Advisors LLC	$5.3M	5,488	−9,062	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BLK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 John J. McGuire III R–VA-5, Richard McCormick R–GA-7 $5K–$75K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $19.7M held
Trimming: 3 ValueAct Holdings, Bridgewater Associates, Moore Capital Management $525M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BLACKROCK INC

Merged timeline of congressional filings and notable-manager moves on BLK
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-10	John J. McGuire III Congress	SELL	$1K–$15K
2026-08-10	John J. McGuire III Congress	SELL	$1K–$15K
2026-07-09	Richard McCormick Congress	SELL	$1K–$15K
2026-07-08	John J. McGuire III Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+90 sh
2026-05-15	ValueAct Holdings 13F	TRIM	−148,900 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−4,581 sh
2026-05-15	Moore Capital Management 13F	EXIT	−22,336 sh
2026-05-14	Caxton Associates 13F	ADD	+51 sh

10 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

49 members of Congress disclosed BLK — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).