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BlackRock Inc
BlackRock Inc. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 40 Institutional holders with a total value of $284,417,959.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CASTLEARK MANAGEMENT LLC 177,030 63,299,000 22.26%
2 BEACH INVESTMENT COUNSEL INC/PA 72,358 25,872,000 9.10%
3 SVB WEALTH LLC 61,895 22,131,000 7.78%
4 L. Roy Papp & Associates, LLP 61,051 21,829,000 7.67%
5 VAUGHAN DAVID INVESTMENTS LLC/IL 52,179 18,657,000 6.56%
6 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 40,273 14,400,000 5.06%
7 CEDAR HILL ASSOCIATES, LLC 36,556 13,071,000 4.60%
8 Avalon Investment & Advisory 33,986 12,152,000 4.27%
9 Stillwater Capital Advisors, LLC 31,239 11,170,000 3.93%
10 Veritable, L.P. 27,824 9,949,000 3.50%
11 J.P. Morgan Private Wealth Advisors LLC 27,166 9,714,000 3.42%
12 UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,494 6,970,000 2.45%
13 Azimuth Capital Management LLC 15,696 5,612,000 1.97%
14 Renaissance Investment Group LLC 15,278 5,462,000 1.92%
15 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 14,794 5,289,000 1.86%
16 World Asset Management Inc 14,647 5,237,000 1.84%
17 Matterhorn Capital Management, LLC 10,689 3,821,959 1.34%
18 MERIDIAN MANAGEMENT CO 8,695 3,109,000 1.09%
19 Willingdon Wealth Management 7,118 2,545,000 0.89%
20 HIGH POINTE CAPITAL MANAGEMENT LLC 7,030 2,514,000 0.88%
21 SCHMIDT P J INVESTMENT MANAGEMENT INC 6,845 2,447,000 0.86%
22 DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,510 2,328,000 0.82%
23 COLDSTREAM CAPITAL MANAGEMENT INC 6,331 2,264,000 0.80%
24 Daniel Devine & Co 5,725 2,047,000 0.72%
25 Beach Investment Management, LLC. 4,900 1,752,000 0.62%
26 Narwhal Capital Management 4,790 1,713,000 0.60%
27 Geneva Advisors, LLC 4,028 1,440,000 0.51%
28 LOEB PARTNERS CORP 3,500 1,251,000 0.44%
29 Convergence Investment Partners, LLC 3,216 1,150,000 0.40%
30 RONALD BLUE & CO LLC 2,656 949,000 0.33%
31 SCHNIEDERS CAPITAL MANAGEMENT LLC 2,430 869,000 0.31%
32 HOLLENCREST CAPITAL MANAGEMENT 1,704 609,000 0.21%
33 ASPIRIANT HOLDINGS S3, LLC 1,656 592,000 0.21%
34 DOWLING & YAHNKE LLC 1,547 553,000 0.19%
35 Cetera Advisor Networks LLC 1,410 508,000 0.18%
36 Constellation Wealth Advisors, LLC 1,215 434,000 0.15%
37 HARTWELL J M LIMITED PARTNERSHIP 1,000 358,000 0.13%
38 KCM INVESTMENT ADVISORS LLC 699 250,000 0.09%
39 QCI ASSET MANAGEMENT INC/NY 203 73,000 0.03%
40 Vigilant Capital Management, LLC 75 27,000 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.