BLACKROCK MUNIHLDNGS CALI
CUSIP 09254L107
Blackrock Munihldngs Cali has 136 institutional holders in Filings Flow’s 13F database, together reporting 33.19M shares worth $344M as of Q1 2026. The largest reported holders are Morgan Stanley, Karpus Management, Inc., and Guggenheim Capital LLC.
Institutional Holders
136
Q1 2026
Reported Value
$344M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 5.07% | $12M | 1.12M | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 2.86% | $4M | 405.6K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 1.75% | $56M | 5.38M | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 1.17% | $23M | 2.26M | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 1.11% | $2M | 183.5K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.08% | $2M | 180.3K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.53% | $958,635 | 91.7K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.44% | $3M | 251.7K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.37% | $2M | 145.3K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.35% | $817,440 | 78.6K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.34% | $21M | 1.99M | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.34% | $1M | 129.3K | Q4 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.31% | $2M | 194.0K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.31% | $2M | 149.6K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.28% | $4M | 371.0K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.28% | $667,368 | 64.2K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.23% | $712,202 | 68.5K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.22% | $8M | 709.3K | Q2 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.22% | $28M | 2.71M | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.22% | $266,347 | 25.6K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.19% | $784,379 | 75.4K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.18% | $1M | 120.9K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.18% | $6M | 596.6K | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.12% | $3M | 307.6K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.10% | $137,795 | 12.7K | Q3 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.10% | $710,333 | 68.3K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.09% | $424,560 | 40.6K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.08% | $572,000 | 55.0K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.08% | $4M | 401.1K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.07% | $172,620 | 15.7K | Q2 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.07% | $2M | 168.9K | Q2 2026 |
| RB Capital Management, LLC$471M AUM | 0.07% | $307,491 | 29.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $760,713 | 73.1K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.06% | $3M | 261.8K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.06% | $246,033 | 23.7K | Q1 2026OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.06% | $2M | 146.8K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.05% | $255,018 | 24.5K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.05% | $141,981 | 13.7K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 0.04% | $111,779 | 10.7K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.03% | $133,515 | 12.8K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $556,587 | 53.5K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.03% | $191,516 | 18.4K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.03% | $123,760 | 11.9K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 0.03% | $139,984 | 13.2K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 467.8K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $228,815 | 22.0K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.02% | $172,120 | 16.6K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.02% | $324,418 | 31.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $632,996 | 60.9K | Q2 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $332,893 | 31.4K | Q4 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $249,517 | 24.0K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.02% | $26,135 | 2.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $11M | 1.10M | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.02% | $68,878 | 6.5K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $30,940 | 3.0K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.02% | $131,190 | 12.6K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 109.3K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.01% | $106,870 | 10.3K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $556,036 | 53.5K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.01% | $106,000 | 10.0K | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $31,292 | 2.9K | Q3 2025OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.01% | $108,500 | 10.0K | Q3 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.01% | $185,972 | 17.9K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $335,744 | 31.7K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $112,351 | 10.8K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $294,601 | 28.3K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.01% | $117,790 | 11.3K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.01% | $113,611 | 10.7K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $126,121 | 12.1K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $106,449 | 9.8K | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $21,200 | 2.0K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $275,107 | 25.2K | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $20,112 | 1.8K | Q2 2026 |
| Fiera Capital Corp$29.2B AUM | 0.01% | $3M | 241.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $445,359 | 42.0K | Q4 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.01% | $106,632 | 10.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $190,778 | 18.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $419,128 | 40.3K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $56,366 | 5.2K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $205,158 | 18.7K | Q2 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $187,554 | 18.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $14,706 | 1.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $10,015 | 923 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $163,355 | 15.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $416,965 | 39.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $314,080 | 30.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $64M | 6.03M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $618,703 | 59.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $292,240 | 28.1K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $405,121 | 38.2K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $609,783 | 58.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $141,507 | 13.3K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $347,482 | 33.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 365.0K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $176,686 | 17.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $11,265 | 1.0K | Q2 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $147,420 | 14.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $110,375 | 10.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $159,102 | 15.0K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 676.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 921.6K | Q2 2026 |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $17,867 | 1.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $271,487 | 25.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $24M | 2.27M | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $140,743 | 13.5K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $7,363 | 708 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $14,560 | 1.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $486,569 | 46.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $902,762 | 86.8K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $216,240 | 20.4K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $135,117 | 13.0K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.00% | $106,860 | 10.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $21,200 | 2.0K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $609,189 | 58.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $787,808 | 75.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $180,192 | 17.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $166,216 | 16.0K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $733,086 | 70.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $13,299 | 1.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $461,420 | 44.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $165,579 | 15.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 365.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $11,721 | 1.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $118,748 | 11.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $15,614 | 1.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $452,191 | 43.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $288,694 | 27.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $705,058 | 67.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $11,264 | 1.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $20,166 | 1.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 115.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $195,544 | 18.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 181.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $230,880 | 22.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $193,835 | 18.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $287,009 | 27.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $109,716 | 10.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $649,501 | 62.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $65,603 | 6.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $138,770 | 13.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $407,181 | 39.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $252,200 | 24.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $585,988 | 56.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $13,073 | 1.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $165,984 | 16.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $37,679 | 3.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $177,965 | 17.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $155,574 | 15.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $4,187 | 395 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $4,108 | 395 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.