Who Owns BLACKROCK (CLOA)? -- Institutional Holders (2026-06-30)

264 institutions reported holding $1.44B of BLACKROCK (CLOA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Jupiter Topco LLC ($157.3M), BlackRock, Inc. ($122.5M), ENVESTNET ASSET MANAGEMENT INC ($104.8M), LPL Financial LLC ($102.2M), Advocacy Wealth Management, LLC ($57.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Jupiter Topco LLC$157.3M3.0MNew
2BlackRock, Inc.$122.5M2.4MAdded
3ENVESTNET ASSET MANAGEMENT INC$104.8M2.0MTrimmed
4LPL Financial LLC$102.2M2.0MAdded
5Advocacy Wealth Management, LLC$57.1M1.1MAdded
6MORGAN STANLEY$50.2M967,249Added
7INSPIRION WEALTH ADVISORS, LLC$34.3M662,318Added
8Cetera Investment Advisers$33.6M648,045Added
9JPMORGAN CHASE & CO$30.5M587,131Added
10Betterment LLC$30.4M585,958Added
11Pallas Capital Advisors LLC$28.5M548,355Added
12CenturyLink Investment Management Co$26.6M511,600Hold
13MML INVESTORS SERVICES, LLC$24.7M475,109Added
14Vestmark Advisory Solutions, Inc.$23.0M443,792Added
15Goldstone Financial Group, LLC$19.0M366,312Added
16OneDigital Investment Advisors LLC$17.8M342,704Added
17Macro Advisors, Inc.$15.6M300,843Added
18Tower Research Capital LLC (TRC)$15.5M297,691Added
19Cascade Wealth Advisors, Inc$14.7M283,645Added
20COMMONWEALTH EQUITY SERVICES, LLC$14.3M276,254Added
21Ferguson Shapiro LLC$14.1M271,637Added
22ASSETMARK, INC$12.6M242,828Trimmed
23CacheTech Inc.$12.6M242,478Added
24August Group Capital Ltd$12.6M241,765Trimmed
25STAR Financial Bank$12.3M237,338Added

Source: SEC Form 13F filings · as of 2026-06-30