DOSSIER · 13F Holders · Q1 2026

BlackRock

4 institutions still hold BlackRock as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 06828M108·4 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$14M
visible holders
Holders
4
filers reporting
Concentration
97.75%
Redwood Wealth Management Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported BlackRock in Q1 2026. Redwood Wealth Management Group, LLC leads at 97.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Redwood Wealth Management Group, LLC
CIK 0001963839
$14M58K6.01%Q1 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$219K7840.00%Q2 2026
03
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$69K2470.01%Q2 2026
04
Motiv8 Investments LLC
CIK 0002024873
$33K1300.02%Q4 2025