SEC 13F Intelligence

MUCBLACKROCK MUNIHLDNGS CALI

CUSIP 09254L107 · Yahoo Finance ↗ · Google Finance ↗

Blackrock Munihldngs Cali (MUC) has 135 institutional holders in Filings Flow’s 13F database, together reporting 33.18M shares worth $347M as of Q1 2026. The largest reported holders are Morgan Stanley, Karpus Management, Inc., and Guggenheim Capital LLC.

Institutional Holders
135
Q1 2026
Reported Value
$347M
Ticker
MUC
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 53Q2 ’19Q3 ’19: 50Q4 ’19: 52Q1 ’20: 44Q2 ’20: 41Q2 ’20Q3 ’20: 42Q4 ’20: 41Q1 ’21: 41Q2 ’21: 47Q2 ’21Q3 ’21: 41Q4 ’21: 46Q1 ’22: 51Q2 ’22: 84Q2 ’22Q3 ’22: 73Q4 ’22: 83Q1 ’23: 80Q2 ’23: 83Q2 ’23Q3 ’23: 85Q4 ’23: 86Q1 ’24: 89Q2 ’24: 85Q2 ’24Q3 ’24: 87Q4 ’24: 103Q1 ’25: 94Q2 ’25: 97Q2 ’25Q3 ’25: 90Q4 ’25: 108Q1 ’26: 135filingsflow.com
Total reported value
Q2 ’19: $66MQ2 ’19Q3 ’19: $65MQ4 ’19: $78MQ1 ’20: $69MQ2 ’20: $81MQ2 ’20Q3 ’20: $79MQ4 ’20: $74MQ1 ’21: $76MQ2 ’21: $81MQ2 ’21Q3 ’21: $73MQ4 ’21: $73MQ1 ’22: $72MQ2 ’22: $135MQ2 ’22Q3 ’22: $111MQ4 ’22: $139MQ1 ’23: $155MQ2 ’23: $172MQ2 ’23Q3 ’23: $159MQ4 ’23: $204MQ1 ’24: $195MQ2 ’24: $190MQ2 ’24Q3 ’24: $192MQ4 ’24: $205MQ1 ’25: $226MQ2 ’25: $289MQ2 ’25Q3 ’25: $301MQ4 ’25: $306MQ1 ’26: $347Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM5.07%$12M1.12MQ1 2026
Atala Financial Inc$149M AUM2.86%$4M405.6KQ1 2026
Karpus Management, Inc.$3.2B AUM1.75%$56M5.38MQ1 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM1.17%$23M2.26MQ1 2026
Rareview Capital LLC$171M AUM1.11%$2M183.5KQ1 2026
MELFA WEALTH MANAGEMENT, INC.$174M AUM1.08%$2M180.3KQ1 2026
Ballast Rock Private Wealth LLC$181M AUM0.53%$958,63591.7KQ1 2026
Beverly Hills Private Wealth, LLC$600M AUM0.44%$3M251.7KQ1 2026
Diligent Investors, LLC$404M AUM0.37%$2M145.3KQ1 2026
Thomas J. Herzfeld Advisors, Inc.$294M AUM0.35%$980,49794.7KQ2 2025OLDER
Matisse Capital$234M AUM0.35%$817,44078.6KQ1 2026
Advisors Asset Management, Inc.$6.0B AUM0.34%$21M1.99MQ1 2026
Logan Stone Capital, LLC$360M AUM0.34%$1M129.3KQ4 2025OLDER
Ignite Planners, LLC$648M AUM0.31%$2M194.0KQ1 2026
WESCAP Management Group, Inc.$508M AUM0.31%$2M149.6KQ1 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM0.28%$4M371.0KQ1 2026
MYECFO, LLC$239M AUM0.28%$667,36864.2KQ1 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.24%$7M674.0KQ1 2026
Alteri Wealth LLC$309M AUM0.23%$712,20268.5KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.22%$28M2.71MQ1 2026
Athena Wealth Management, LLC$122M AUM0.22%$266,34725.6KQ1 2026
CHANNEL WEALTH LLC$413M AUM0.19%$784,37975.4KQ1 2026
Cypress Wealth Services, LLC$708M AUM0.18%$1M120.9KQ1 2026
Saba Capital Management, L.P.$3.6B AUM0.18%$6M596.6KQ3 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.12%$3M307.6KQ1 2026
Argyle Capital Partners, LLC$139M AUM0.10%$137,79512.7KQ3 2025OLDER
Vivaldi Capital Management LP$723M AUM0.10%$710,33368.3KQ1 2026
Intellectus Partners, LLC$490M AUM0.09%$424,56040.6KQ1 2026
Arlington Financial Advisors, LLC$702M AUM0.08%$572,00055.0KQ1 2026
Trilogy Capital Inc.$2.6B AUM0.08%$2M167.6KQ1 2026
Core Wealth Partners LLC$235M AUM0.08%$163,35315.7KQ1 2026
EVOKE WEALTH, LLC$5.6B AUM0.08%$4M401.1KQ1 2026
RB Capital Management, LLC$471M AUM0.07%$307,49129.6KQ1 2026
Perennial Investment Advisors, LLC$1.3B AUM0.06%$760,71373.1KQ1 2026
Dakota Wealth Management$4.6B AUM0.06%$3M261.8KQ1 2026
Tempus Wealth Planning, LLC$435M AUM0.06%$246,03323.7KQ1 2026
MACKAY SHIELDS LLC$2.7B AUM0.06%$2M146.8KQ1 2026
Keystone Wealth Services, LLC$468M AUM0.05%$255,01824.5KQ1 2026
Realta Investment Advisors$288M AUM0.05%$141,98113.7KQ1 2026
Westshore Wealth, LLC$285M AUM0.04%$111,77910.7KQ1 2026
Litman Gregory Wealth Management LLC$1.4B AUM0.04%$446,02343.1KQ2 2025OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.03%$133,51512.8KQ1 2026
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$556,58753.5KQ1 2026
REGATTA CAPITAL GROUP, LLC$661M AUM0.03%$191,51618.4KQ1 2026
Almitas Capital LLC$443M AUM0.03%$123,76011.9KQ1 2026
Permanent Capital Management, LP$643M AUM0.03%$139,98413.2KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.03%$5M467.8KQ1 2026
NWF Advisory Services Inc.$886M AUM0.03%$228,81522.0KQ1 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.02%$172,12016.6KQ1 2026
Wellspring Financial Advisors, LLC$1.3B AUM0.02%$324,41831.2KQ1 2026
Western Wealth Management, LLC$2.6B AUM0.02%$632,99660.9KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$332,89331.4KQ4 2025OLDER
Indivisible Partners$1.1B AUM0.02%$249,51724.0KQ1 2026
Elequin Capital, LP$1.2B AUM0.02%$167,12116.1KQ2 2025OLDER
WFA of San Diego, LLC$125M AUM0.02%$26,1352.5KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$11M1.10MQ1 2026
Elyxium Wealth, LLC$312M AUM0.02%$68,8786.5KQ4 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.02%$30,9403.0KQ1 2026
McGowan Group Asset Management, Inc.$785M AUM0.02%$131,19012.6KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M109.3KQ1 2026
Financial Advisors Network, Inc.$724M AUM0.01%$106,87010.3KQ1 2026
Destination Wealth Management$3.9B AUM0.01%$556,03653.5KQ1 2026
Pasadena Private Wealth, LLC$723M AUM0.01%$106,00010.0KQ4 2025OLDER
WealthCollab, LLC$243M AUM0.01%$31,2922.9KQ3 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.01%$108,50010.0KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.01%$43,3464.2KQ2 2025OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.01%$185,97217.9KQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.01%$335,74431.7KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$112,35110.8KQ1 2026
Noble Wealth Management PBC$223M AUM0.01%$25,0542.4KQ1 2026
FIRST FOUNDATION ADVISORS$2.5B AUM0.01%$294,60128.3KQ1 2026
Octavia Wealth Advisors, LLC$1.0B AUM0.01%$117,79011.3KQ1 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.01%$113,61110.7KQ4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$126,12112.1KQ1 2026
Tortoise Investment Management, LLC$1.2B AUM0.01%$106,4499.8KQ3 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.01%$21,2002.0KQ4 2025OLDER
SteelPeak Wealth, LLC$3.9B AUM0.01%$275,10725.2KQ3 2025OLDER
Fiera Capital Corp$29.2B AUM0.01%$3M241.1KQ1 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$445,35942.0KQ4 2025OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.01%$106,63210.3KQ1 2026
Sowell Financial Services LLC$2.7B AUM0.01%$190,77818.3KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.01%$419,12840.3KQ1 2026
Golden State Wealth Management, LLC$915M AUM0.01%$56,3665.2KQ3 2025OLDER
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$230,03122.1KQ2 2025OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.01%$187,55418.0KQ1 2026
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$14,7061.4KQ1 2026
Mosley Wealth Management$221M AUM0.00%$10,015923Q1 2026
Snowden Capital Advisors LLC$3.8B AUM0.00%$163,35515.6KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$416,96539.9KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$314,08030.2KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$64M6.03MQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$618,70359.5KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$292,24028.1KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$405,12138.2KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$609,78358.6KQ1 2026
Avior Wealth Management, LLC$3.8B AUM0.00%$104,97810.1KQ1 2026
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$141,50713.3KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$347,48233.4KQ1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$10,6601.0KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$4M365.0KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$176,68617.0KQ1 2026
Capital Investment Advisors, LLC$6.8B AUM0.00%$147,42014.2KQ1 2026
Perigon Wealth Management, LLC$5.5B AUM0.00%$110,37510.6KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$159,10215.0KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$7M676.4KQ1 2026
CHOREO, LLC$8.1B AUM0.00%$132,29512.8KQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$10M921.6KQ1 2026
Cheviot Value Management, LLC$996M AUM0.00%$17,8671.7KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$271,48725.6KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$24M2.27MQ1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$140,74313.5KQ1 2026
Mascoma Wealth Management LLC$484M AUM0.00%$7,363708Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$14,5601.4KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$486,56946.5KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$28,3802.7KQ2 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$902,76286.8KQ1 2026
Marex Group Ltd$15.8B AUM0.00%$216,24020.4KQ4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$135,11713.0KQ1 2026
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$106,86010.3KQ1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$21,2002.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$609,18958.6KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$787,80875.8KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$180,19217.3KQ1 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$166,21616.0KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$733,08670.5KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13,2991.3KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$461,42044.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$165,57915.9KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$108,49010.5KQ2 2025OLDER
UBS Group AG$666.3B AUM0.00%$4M365.7KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$11,7211.1KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$118,74811.4KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$15,6141.5KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$452,19143.5KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$288,69427.8KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$705,05867.8KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$11,2641.1KQ1 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$20,1661.9KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M115.5KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$195,54418.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M181.1KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$230,88022.2KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$193,83518.6KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.00%$103,50010.0KQ2 2025OLDER
Creative Planning$147.4B AUM0.00%$287,00927.6KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$109,71610.6KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$649,50162.5KQ1 2026
CWM, LLC$38.1B AUM0.00%$65,6036.3KQ1 2026
Mariner, LLC$85.7B AUM0.00%$138,77013.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$407,18139.2KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$252,20024.3KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$585,98856.3KQ1 2026
MAI Capital Management$17.7B AUM0.00%$13,0731.3KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$165,98416.0KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$13,0721.3KQ2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$37,6793.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$177,96517.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$155,57415.0KQ1 2026
COMERICA BANK$25.1B AUM0.00%$4,187395Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$4,108395Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.