Who holds BLKticker 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 ↗

1,876

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$103B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

846

addsholders whose share count rose or who opened the position (new + add), by shares

229

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Sale	$1K–$15K
2026-08-10	John J. McGuire III Congress	Sale	$1K–$15K
2026-08-10	John J. McGuire III Congress	Sale	$1K–$15K
2026-07-09	Richard McCormick Congress	Sale	$1K–$15K
2026-07-08	John J. McGuire III Congress	Sale	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

49 members of Congress disclosed BLK — the congressional view ↗