Public record / Tickers / BLK

BLK — BlackRock, Inc.

Both disclosure regimes on one name: who in Congress filed about BLK, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
156
all PTR rows naming BLK
Members · 12m
5
2 buys · 9 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every BLK row by the provable lower bound, never a point estimate.

5 members · 2 buys / 9 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

35 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

36 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 36 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BLK · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BLK
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-08-10John J. McGuire III R–VA-5Sale · SP (spouse-owned)Traded 07-14 +27d$1K–$15K
2026-08-10John J. McGuire III R–VA-5Sale · partial · SP (partial sale, spouse-owned)Traded 07-10 +31d$1K–$15K
2026-07-09Richard McCormick R–GA-7Sale · partial (partial sale)Traded 06-12 +27d$1K–$15K
2026-07-08John J. McGuire III R–VA-5Sale · partial · SP (partial sale, spouse-owned)Traded 07-07 +1d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 156 ↗

Members active in BLK

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BLK in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Richard McCormick R–GA-75−$43.0K to $27.0K3
John J. McGuire III R–VA-53−$45.0K to −$3.0K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2
Shelley Moore Capito R–WV1−$15.0K to −$1.0K4
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-10John J. McGuire III CongressSale$1K–$15K
2026-08-10John J. McGuire III CongressSale$1K–$15K
2026-07-09Richard McCormick CongressSale$1K–$15K
2026-07-08John J. McGuire III CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+90 sh
2026-05-15ValueAct Holdings 13Ftrim−148,900 sh
2026-05-15Bridgewater Associates 13Fexit−4,581 sh
2026-05-15Moore Capital Management 13Fexit−22,336 sh
2026-05-14Caxton Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BLK for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$8.9B1
3STATE STREET CORP$6.0B1
4Temasek Holdings (Private) Ltd$5.1B1
5BANK OF AMERICA CORP /DE/$5.0B1
6Capital Research Global Investors$4.4B1
7WELLINGTON MANAGEMENT GROUP LLP$3.5B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$3.4B1
9MORGAN STANLEY$3.3B1
10GEODE CAPITAL MANAGEMENT, LLC$3.1B1
11WELLS FARGO & COMPANY/MN$2.4B1
12FRANKLIN RESOURCES INC$2.1B1
13FMR LLC$1.6B1
14AMERIPRISE FINANCIAL INC$1.5B1
15NORTHERN TRUST CORP$1.5B1
16Capital International Investors$1.4B1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.2B1
19UBS Group AG$1.2B1
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.1B1
21Unisphere Establishment$877M1
22Legal & General Group Plc$869M1
23Bank of New York Mellon Corp$812M1
24VANGUARD FIDUCIARY TRUST CO$779M1
25Capital World Investors$750M1
26Nuveen, LLC$732M1
27CITADEL ADVISORS LLC$676M1
28ROYAL BANK OF CANADA$640M1
29Amundi$617M1
30MILLENNIUM MANAGEMENT LLC$617M1
31Invesco Ltd.$611M1
32DEUTSCHE BANK AG\$527M1
33ValueAct Holdings, L.P.$525M1
34ENVESTNET ASSET MANAGEMENT INC$524M1
35BARCLAYS PLC$520M1
36FIL Ltd$494M1
37RAYMOND JAMES FINANCIAL INC$436M1
38CANTILLON CAPITAL MANAGEMENT LLC$436M1
39DIMENSIONAL FUND ADVISORS LP$434M1
40AQR CAPITAL MANAGEMENT LLC$418M1
41LONDON CO OF VIRGINIA$380M1
42PRINCIPAL FINANCIAL GROUP INC$340M1
43Mitsubishi UFJ Asset Management Co., Ltd.$329M1
44ALLIANCEBERNSTEIN L.P.$321M1
45Sumitomo Mitsui Trust Group, Inc.$318M1
46National Pension Service$309M1
47Vanguard Global Advisers, LLC$304M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$290M1
49Haverford Trust Co$289M1
50AMERICAN CENTURY COMPANIES INC$287M1
51HSBC HOLDINGS PLC$275M1
52VANGUARD ASSET MANAGEMENT, Ltd$273M1
53CANADA PENSION PLAN INVESTMENT BOARD$269M1
54CIBC Bancorp USA Inc.$264M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$263M1
56DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$249M1
57Parkside Financial Bank & Trust$237M1
58TRUIST FINANCIAL CORP$236M1
59Prana Capital Management, LP$234M1
60Sarasin & Partners LLP$231M1
61Rockefeller Capital Management L.P.$216M1
62MARKEL GROUP INC.$212M1
63LPL Financial LLC$210M1
64BALYASNY ASSET MANAGEMENT L.P.$202M1
65HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$192M1
66US BANCORP \DE\$192M1
67Guinness Asset Management LTD$190M1
68TWO SIGMA INVESTMENTS, LP$186M1
69Focus Partners Wealth$180M1
70NEW YORK STATE COMMON RETIREMENT FUND$179M1
71BANK OF MONTREAL /CAN/$167M1
72Cerity Partners LLC$160M1
73Baird Financial Group, Inc.$157M1
74Junto Capital Management LP$155M1
75SAMLYN CAPITAL, LLC$147M1
76GREAT LAKES ADVISORS, LLC$143M1
77BNP Paribas Asset Management Holding S.A.$142M1
78D. E. Shaw & Co., Inc.$141M1
79BANK OF NOVA SCOTIA$138M1
80FIRST TRUST ADVISORS LP$137M1
81M&T BANK CORP$137M1
82Pictet Asset Management Holding SA$136M1
83Mariner, LLC$135M1
84ZACKS INVESTMENT MANAGEMENT$133M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$130M1
86CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$126M1
87PRUDENTIAL FINANCIAL INC$125M1
88AVIVA PLC$122M1
89ROYAL LONDON ASSET MANAGEMENT LTD$119M1
90CITIGROUP INC$118M1
91Assenagon Asset Management S.A.$112M1
92Aberdeen Group plc$112M1
93FIFTH THIRD BANCORP$112M1
94Swiss Life Asset Management Ltd$111M1
95STIFEL FINANCIAL CORP$111M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$110M1
97SCOTIA CAPITAL INC.$108M1
98ADAGE CAPITAL PARTNERS GP, L.L.C.$107M1
99MANNING & NAPIER ADVISORS LLC$103M1
100Evercore Wealth Management, LLC$102M1
101NATIONAL BANK OF CANADA /FI/$101M1
102CREDIT AGRICOLE S A$100M1
103Corient Private Wealth LLC$98.8M1
104Ensign Peak Advisors, Inc$89.7M1
105OFI INVEST ASSET MANAGEMENT$88.1M1
106Swedbank AB$85.3M1
107HighTower Advisors, LLC$83.8M1
108PFA Pension, Forsikringsaktieselskab$82.1M1
109&PARTNERS$80.7M1
110MACKENZIE FINANCIAL CORP$79.2M1
111APG Asset Management N.V.$79.1M1
112DANSKE BANK A/S$77.8M1
113Marex Group Ltd$77.5M1
114STATE OF WISCONSIN INVESTMENT BOARD$77.2M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$77.0M1
116REGIONS FINANCIAL CORP$75.8M1
117NOMURA ASSET MANAGEMENT CO LTD$75.8M1
118BRIDGES INVESTMENT MANAGEMENT INC$74.9M1
119Vontobel Holding Ltd.$74.6M1
120ABN AMRO Bank N.V.$74.0M1
121Chevy Chase Trust Holdings, LLC$73.5M1
122CRAWFORD INVESTMENT COUNSEL INC$72.4M1
123Allianz Asset Management GmbH$71.5M1
124Quantinno Capital Management LP$71.0M1
125CIBC WORLD MARKET INC.$70.8M1
126Squarepoint Ops LLC$70.7M1
127STOREBRAND ASSET MANAGEMENT AS$70.4M1
128VOLORIDGE INVESTMENT MANAGEMENT, LLC$70.1M1
129Cetera Investment Advisers$70.0M1
130NewEdge Advisors, LLC$69.1M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$67.3M1
132FIRST FINANCIAL BANKSHARES INC$66.4M1
133Vanguard Investments Australia, Ltd.$66.1M1
134JANE STREET GROUP, LLC$66.0M1
135Allen Investment Management, LLC$65.7M1
136Mitsubishi UFJ Trust & Banking Corp$65.1M1
137Henshaw Capital LLC$64.8M1
138Connor, Clark & Lunn Investment Management Ltd.$64.7M1
139TD ASSET MANAGEMENT INC$63.4M1
140EP Wealth Advisors, LLC$62.4M1
141Eurizon Capital SGR S.p.A.$62.3M1
142PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$62.1M1
143Qube Research & Technologies Ltd$61.3M1
144Asset Management One Co., Ltd.$60.3M1
145FEDERATED HERMES, INC.$60.0M1
146LGT Group Foundation$57.4M1
147BLAIR WILLIAM & CO/IL$57.0M1
148FLOSSBACH VON STORCH SE$56.6M1
149TORONTO DOMINION BANK$56.0M1
150Woodline Partners LP$55.1M1
151Tredje AP-fonden$54.3M1
152Modera Wealth Management, LLC$53.7M1
153Susquehanna Portfolio Strategies, LLC$53.0M1
154KLP KAPITALFORVALTNING AS$53.0M1
155MML INVESTORS SERVICES, LLC$52.8M1
156HARRIS ASSOCIATES L P$52.5M1
157FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$51.5M1
158Point72 Asset Management, L.P.$51.1M1
159ABN AMRO INVESTMENT SOLUTIONS$51.0M1
160Quadrature Capital Ltd$50.7M1
161Korea Investment CORP$49.6M1
162CIBC Asset Management Inc$49.5M1
163State of New Jersey Common Pension Fund D$48.7M1
164Provident Investment Management, Inc.$48.3M1
165Alyeska Investment Group, L.P.$48.3M1
166COMMERCE BANK$47.8M1
167BECKER CAPITAL MANAGEMENT INC$46.6M1
168Sequoia Financial Advisors, LLC$45.6M1
169Clark Capital Management Group, Inc.$45.4M1
170Lansforsakringar Fondforvaltning AB (publ)$44.9M1
171Capital International, Inc./CA/$44.7M1
172Resona Asset Management Co.,Ltd.$44.5M1
173Allspring Global Investments Holdings, LLC$44.3M1
174OSAIC HOLDINGS, INC.$43.9M1
175SEI INVESTMENTS CO$43.4M1
176TEACHER RETIREMENT SYSTEM OF TEXAS$42.5M1
177NISA INVESTMENT ADVISORS, LLC$42.2M1
178COUNTRY TRUST BANK$42.1M1
179VICTORY CAPITAL MANAGEMENT INC$41.8M1
180EASTERN BANK$41.6M1
181Carnegie Investment Counsel$39.8M1
182PUBLIC SECTOR PENSION INVESTMENT BOARD$39.5M1
183PINNACLE ASSOCIATES LTD$39.0M1
184Arizona State Retirement System$38.8M1
185Sanctuary Advisors, LLC$38.1M1
186Czech National Bank$37.8M1
187Clearbridge Investments, LLC$37.8M1
188STATE OF MICHIGAN RETIREMENT SYSTEM$37.7M1
189CAPITOLIS LIQUID GLOBAL MARKETS LLC$37.6M1
190MONTRUSCO BOLTON INVESTMENTS INC.$37.4M1
191UMB Bank, n.a.$37.4M1
192BAHL & GAYNOR INC$37.2M1
193CONNING INC.$36.6M1
194VOYA INVESTMENT MANAGEMENT LLC$35.9M1
195WINDWARD CAPITAL MANAGEMENT CO /CA$35.8M1
196Epoch Investment Partners, Inc.$35.6M1
197KEYBANK NATIONAL ASSOCIATION/OH$35.5M1
198ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$35.4M1
199E. Ohman J:or Asset Management AB$34.9M1
200L. Roy Papp & Associates, LLP$34.6M1
201Lido Advisors, LLC$34.6M1
202Tidal Investments LLC$34.4M1
203Advisors Capital Management, LLC$33.9M1
204Rafferty Asset Management, LLC$33.7M1
205O'SHAUGHNESSY ASSET MANAGEMENT, LLC$33.2M1
206SEB Asset Management AB$32.8M1
207MetLife Investment Management, LLC$32.6M1
208FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$32.5M1
209COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$32.3M1
210SUSQUEHANNA INTERNATIONAL GROUP, LLP$31.8M1
211Aptus Capital Advisors, LLC$31.2M1
212DnB Asset Management AS$31.1M1
213RWA WEALTH PARTNERS, LLC$30.4M1
214Holocene Advisors, LP$30.2M1
215COMMONWEALTH EQUITY SERVICES, LLC$29.9M1
216ROCKLAND TRUST CO$29.6M1
217J. Safra Sarasin Holding AG$29.5M1
218IEQ CAPITAL, LLC$29.5M1
219Retirement Systems of Alabama$29.5M1
220Mirae Asset Global Investments Co., Ltd.$29.5M1
221MAI Capital Management$29.4M1
222Curi Capital, LLC$29.2M1
223Calamos Advisors LLC$29.2M1
224Creative Planning$28.4M1
225National Mutual Insurance Federation of Agricultural Cooperatives$28.3M1
226WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$28.0M1
227ASSOCIATED BANC-CORP$27.9M1
228ProShare Advisors LLC$27.8M1
229Madison Asset Management, LLC$27.8M1
230PITTENGER & ANDERSON INC$27.8M1
231Zurich Insurance Group Ltd/FI$27.7M1
232IFM Investors Pty Ltd$27.6M1
233Federation des caisses Desjardins du Quebec$27.3M1
234Varma Mutual Pension Insurance Co$26.8M1
235ASSETMARK, INC$26.7M1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$26.6M1
237PARK NATIONAL CORP /OH/$26.3M1
238Blue Chip Partners, LLC$26.2M1
239MERCER GLOBAL ADVISORS INC /ADV$26.1M1
240MACQUARIE GROUP LTD$25.7M1
241BAILARD, INC.$25.7M1
242Groupe la Francaise$25.5M1
243CI INVESTMENTS INC.$25.4M1
244HANCOCK WHITNEY CORP$25.2M1
245XPONANCE LLC$25.1M1
246Daiwa Securities Group Inc.$24.8M1
247USS Investment Management Ltd$24.6M1
248ALBION FINANCIAL GROUP /UT$24.2M1
249SUMITOMO MITSUI FINANCIAL GROUP, INC.$24.2M1
250Pinnacle Financial Partners, Inc.$23.9M1
251GUGGENHEIM CAPITAL LLC$23.9M1
252Utah Retirement Systems$23.8M1
253Jefferies Financial Group Inc.$23.3M1
254Voleon Capital Management LP$22.4M1
255Vanguard Personalized Indexing Management, LLC$22.3M1
256GODSEY & GIBB, INC$22.2M1
257Mesirow Financial Investment Management, Inc.$22.0M1
258SUMMITRY LLC$21.8M1
25971 West Capital Partners$21.6M1
260Sienna Gestion$21.5M1
261BSN Capital Partners Ltd$21.4M1
262Steward Partners Investment Advisory, LLC$21.3M1
263EDMOND DE ROTHSCHILD HOLDING S.A.$21.1M1
264Bank Julius Baer & Co. Ltd, Zurich$21.0M1
265Waverly Advisors, LLC$20.8M1
266BROWN ADVISORY INC$20.7M1
267Sumitomo Mitsui DS Asset Management Company, Ltd$20.4M1
268NEOS Investment Management LLC$20.3M1
269B. Metzler seel. Sohn & Co. AG$20.3M1
270Kestra Advisory Services, LLC$20.2M1
271Wealthfront Advisers LLC$20.1M1
272BASSWOOD CAPITAL MANAGEMENT, L.L.C.$20.1M1
273Pathstone Holdings, LLC$20.0M1
274FACTORY MUTUAL INSURANCE CO$19.9M1
275NorthCrest Asset Manangement, LLC$19.6M1
276BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$19.5M1
277Gotham Asset Management, LLC$19.5M1
278Narwhal Capital Management$19.3M1
279NEW YORK LIFE INVESTMENT MANAGEMENT LLC$19.3M1
280Baltimore-Washington Financial Advisors, Inc.$19.1M1
281Cander Asset Management LP$18.9M1
282Alley Investment Management Company, LLC$18.7M1
283Atlantic Union Bankshares Corp$18.3M1
284JONES FINANCIAL COMPANIES LLLP$18.2M1
285PB INVESTMENT PARTNERS, L.P.$18.2M1
286LGT Fund Management Co Ltd.$18.1M1
287NISSAY ASSET MANAGEMENT CORP /JAPAN$18.1M1
288TCV Trust & Wealth Management, Inc.$18.0M1
289Stillwater Capital Advisors, LLC$17.9M1
290Edgemoor Investment Advisors, Inc.$17.8M1
291Clarity Financial LLC$17.7M1
292Elo Mutual Pension Insurance Co$17.7M1
293SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$17.0M1
294UNIVEST FINANCIAL Corp$16.9M1
295CUTLER INVESTMENT COUNSEL LLC$16.8M1
296NORTH POINT PORTFOLIO MANAGERS CORP/OH$16.6M1
297Janus Henderson Group Ltd.$16.6M1
298Generali Asset Management SPA SGR$16.4M1
299Compagnie Lombard Odier SCmA$16.2M1
300Vestmark Advisory Solutions, Inc.$16.2M1
301Turtle Creek Wealth Advisors, LLC$16.1M1
302EAGLE GLOBAL ADVISORS LLC$15.9M1
303OREGON PUBLIC EMPLOYEES RETIREMENT FUND$15.9M1
304FLPUTNAM INVESTMENT MANAGEMENT CO$15.9M1
305MUFG Securities EMEA plc$15.7M1
306TD Waterhouse Canada Inc.$15.5M1
307Vest Financial, LLC$15.5M1
308YOUSIF CAPITAL MANAGEMENT, LLC$15.3M1
309NORTHEAST INVESTMENT MANAGEMENT$15.3M1
310Merit Financial Group, LLC$15.3M1
311Orion Porfolio Solutions, LLC$15.3M1
312OPPENHEIMER ASSET MANAGEMENT INC.$15.2M1
313Edge Wealth Management LLC$15.2M1
314Hudson Bay Capital Management LP$15.2M1
315MOGY JOEL R INVESTMENT COUNSEL INC$14.8M1
316MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$14.8M1
317Talbot Financial, LLC$14.7M1
318Venture Visionary Partners LLC$14.7M1
319Trexquant Investment LP$14.5M1
320OP Asset Management Ltd$14.4M1
321BRAUN STACEY ASSOCIATES INC$14.4M1
322Candriam S.C.A.$14.3M1
323Alpine Global Management, LLC$14.3M1
324NORDEA INVESTMENT MANAGEMENT AB$14.3M1
325FIRST NATIONAL BANK OF OMAHA$14.2M1
326OLD NATIONAL BANCORP /IN/$14.1M1
327EVEXIA WEALTH LLC$14.0M1
328MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.0M1
329Atria Investments, Inc$13.9M1
330FARMERS & MERCHANTS INVESTMENTS INC$13.6M1
331ASR Vermogensbeheer N.V.$13.6M1
332ALLIANZ SE$13.4M1
333W.G. Shaheen & Associates DBA Whitney & Co$13.4M1
334Glenview Trust Co$13.3M1
335ARS Investment Partners, LLC$13.1M1
336SILVERCREST ASSET MANAGEMENT GROUP LLC$13.1M1
337Man Group plc$13.0M1
338Haverford Financial Services, Inc.$12.9M1
339Private Advisor Group, LLC$12.8M1
340CWM, LLC$12.8M1
341Danica Pension, Livsforsikringsaktieselskab$12.5M1
342Azimuth Capital Investment Management LLC$12.2M1
343Immersion Capital LLP$12.1M1
344LS Investment Advisors, LLC$12.0M1
345QRG CAPITAL MANAGEMENT, INC.$12.0M1
346UniSuper Management Pty Ltd$11.9M1
347FIRST NATIONAL TRUST CO$11.9M1
348Palisade Asset Management, LLC$11.9M1
349GFS Advisors, LLC$11.8M1
350Advisors Asset Management, Inc.$11.8M1
351TOTH FINANCIAL ADVISORY CORP$11.7M1
352MIRAE ASSET SECURITIES (USA) INC.$11.6M1
353Apollon Wealth Management, LLC$11.5M1
354Caldwell Trust Co$11.5M1
355Bragg Financial Advisors, Inc$11.4M1
356D.A. DAVIDSON & CO.$11.3M1
357ProVise Management Group, LLC$11.2M1
358Investment Management Corp of Ontario$11.2M1
359Avanza Fonder AB$11.0M1
360GERMAN AMERICAN BANCORP, INC.$10.9M1
361Equitable Holdings, Inc.$10.8M1
362Morningstar Investment Management LLC$10.7M1
363Bryn Mawr Trust Advisors, LLC$10.7M1
364WEBSTER BANK, N. A.$10.7M1
365IVY LANE CAPITAL MANAGEMENT, LLC$10.6M1
366NIXON PEABODY TRUST CO$10.6M1
367Empowered Funds, LLC$10.4M1
368Meiji Yasuda Asset Management Co Ltd.$10.4M1
369ARTHUR M. COHEN & ASSOCIATES, LLC$10.4M1
370McGuire Investment Group, LLC$10.4M1
371Marietta Wealth Management, LLC$10.2M1
372TOMPKINS FINANCIAL CORP$10.1M1
373KESTRA PRIVATE WEALTH SERVICES, LLC$10.1M1
374BRIGHT ROCK CAPITAL MANAGEMENT, LLC$10.1M1
375Intesa Sanpaolo S.p.A.$10.1M1
376MATTERN CAPITAL MANAGEMENT, LLC$10.0M1
377Oak Harvest Investment Services$10.0M1
378Linscomb Wealth, Inc.$10.0M1
379Spinecap SAS$9.9M1
380Prospera Financial Services Inc$9.9M1
381Ethic Inc.$9.9M1
382EFG International AG$9.8M1
383FORA Capital, LLC$9.8M1
384Miramar Capital, LLC$9.8M1
385OPPENHEIMER & CO INC$9.6M1
386Moors & Cabot, Inc.$9.6M1
387SCHMIDT P J INVESTMENT MANAGEMENT INC$9.6M1
388Empower Advisory Group, LLC$9.6M1
389AIA Group Ltd$9.5M1
390Osmosis Investment Management UK Ltd$9.4M1
391Moran Wealth Management, LLC$9.4M1
392PARSONS CAPITAL MANAGEMENT INC/RI$9.4M1
393ELEVATION POINT WEALTH PARTNERS, LLC$9.3M1
394Snowden Capital Advisors LLC$9.2M1
395Ashton Thomas Private Wealth, LLC$9.1M1
396Y-Intercept (Hong Kong) Ltd$9.1M1
397CMH Wealth Management LLC$9.0M1
398DAYMARK WEALTH PARTNERS, LLC$8.9M1
399Sand Hill Global Advisors, LLC$8.8M1
4001832 Asset Management L.P.$8.8M1
401Norinchukin Bank, The$8.7M1
402Kingsview Wealth Management, LLC$8.6M1
403KMG FIDUCIARY PARTNERS, LLC$8.6M1
404HUB Investment Partners, LLC$8.6M1
405Security National Bank$8.6M1
406Vinva Investment Management Ltd$8.5M1
407ADELL HARRIMAN & CARPENTER INC$8.5M1
408River Wealth Advisors LLC$8.4M1
409EVERGREEN CAPITAL MANAGEMENT LLC$8.4M1
410Cyndeo Wealth Partners, LLC$8.4M1
411NAPLES GLOBAL ADVISORS, LLC$8.4M1
412HB Wealth Management, LLC$8.4M1
413MIZUHO SECURITIES USA LLC$8.4M1
414Private Capital Advisors, Inc.$8.4M1
415Kesler, Norman & Wride, LLC$8.3M1
416Concurrent Investment Advisors, LLC$8.3M1
417Callan Family Office, LLC$8.2M1
418NICHOLAS COMPANY, INC.$8.1M1
419UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.1M1
420INTACT INVESTMENT MANAGEMENT INC.$8.1M1
421Parcion Private Wealth LLC$8.0M1
422Robeco Institutional Asset Management B.V.$8.0M1
423HARTFORD INVESTMENT MANAGEMENT CO$7.9M1
424Aviance Capital Partners, LLC$7.8M1
425Clear Harbor Asset Management, LLC$7.8M1
426American Money Management, LLC$7.8M1
427Cypress Capital Group$7.8M1
428Kera Capital Partners, Inc.$7.8M1
429Crossmark Global Holdings, Inc.$7.7M1
430Tower Research Capital LLC (TRC)$7.7M1
431Sara-Bay Financial$7.7M1
432BRADY FAMILY WEALTH, LLC$7.6M1
433Intesa Sanpaolo Wealth Management$7.5M1
434Pegasus Asset Management, Inc.$7.5M1
435CAPITAL CITY TRUST CO/FL$7.5M1
436OMERS ADMINISTRATION Corp$7.5M1
437Maryland State Retirement & Pension System$7.4M1
438LEVEL FOUR ADVISORY SERVICES, LLC$7.3M1
439DAVENPORT & Co LLC$7.3M1
440Granite Investment Partners, LLC$7.2M1
441Leo Wealth, LLC$7.2M1
442COLDSTREAM CAPITAL MANAGEMENT INC$7.1M1
443Harbour Trust & Investment Management Co$7.1M1
444DONALDSON CAPITAL MANAGEMENT, LLC$7.1M1
445INTECH INVESTMENT MANAGEMENT LLC$7.0M1
446JAMES INVESTMENT RESEARCH, INC.$7.0M1
447EXCHANGE TRADED CONCEPTS, LLC$7.0M1
448OpenArc Corporate Advisory, LLC$7.0M1
449MISSION WEALTH MANAGEMENT, LP$6.9M1
450Cresset Asset Management, LLC$6.9M1
451STEPHENS INC /AR/$6.8M1
452Pinnacle Wealth Management Advisory Group, LLC$6.8M1
453NewEdge Wealth, LLC$6.8M1
454Kintegral Advisory, LLC$6.8M1
455PRUDENTIAL PLC$6.8M1
456Bedell Frazier Investment Counselling, LLC$6.8M1
457MidFirst Bank$6.7M1
458Cornerstone Wealth Group, LLC$6.7M1
459M. Kulyk & Associates, LLC$6.7M1
460PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$6.5M1
461Sava Infond d.o.o.$6.5M1
462Huntleigh Advisors, Inc.$6.5M1
463BENJAMIN EDWARDS INC$6.5M1
464Stamos Capital Partners, L.P.$6.4M1
465Ancora Advisors LLC$6.3M1
466Dynamic Advisor Solutions LLC$6.3M1
467KANAWHA CAPITAL MANAGEMENT LLC$6.2M1
468FIDUCIARY TRUST CO$6.2M1
469CHOREO, LLC$6.1M1
470Columbus Macro, LLC$6.0M1
471Engineers Gate Manager LP$6.0M1
472Rossmore Private Capital$6.0M1
473WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
474Wilmington Savings Fund Society, FSB$5.9M1
475JAMISON PRIVATE WEALTH MANAGEMENT, INC.$5.9M1
476Sandhill Capital Partners LLC$5.8M1
477Texas Yale Capital Corp.$5.8M1
478RBF Capital, LLC$5.8M1
479Alberta Investment Management Corp$5.8M1
480Summit Trail Advisors, LLC$5.8M1
481Dakota Wealth Management$5.8M1
482Envestnet Portfolio Solutions, Inc.$5.7M1
483Sitrin Capital Management LLC$5.7M1
484AG2R LA MONDIALE GESTION D'ACTIFS$5.7M1
485Krilogy Financial LLC$5.7M1
486PRINCIPAL SECURITIES, INC.$5.7M1
487Vise Technologies, Inc.$5.6M1
488Trifecta Capital Advisors, LLC$5.6M1
489Principle Wealth Partners LLC$5.5M1
490Mirador Capital Partners LP$5.5M1
491Stokes Family Office, LLC$5.5M1
492B & T Capital Management DBA Alpha Capital Management$5.4M1
493Embree Financial Group$5.4M1
494Sepio Capital, LP$5.4M1
495SFMG, LLC$5.3M1
496Metis Global Partners, LLC$5.3M1
497NOMURA HOLDINGS INC$5.3M1
498WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$5.3M1
499Laird Norton Wetherby Trust Company, LLC$5.3M1
500Schonfeld Strategic Advisors LLC$5.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 9 sell
Congress net ($ bound)−$133K to $21.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BLK

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BLK
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BLK · financials and macro

Financials — as filed PLANNED

BLK's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BLK on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing