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

Institutional Holders (2015Q3)
Portfolio Summary: 39 Institutional holders with a total value of $169,869,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SVB WEALTH LLC 64,866 19,296,000 11.36%
2 L. Roy Papp & Associates, LLP 57,647 17,148,000 10.09%
3 VAUGHAN DAVID INVESTMENTS LLC/IL 54,762 16,290,000 9.59%
4 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 40,691 12,104,000 7.13%
5 CEDAR HILL ASSOCIATES, LLC 39,814 11,843,000 6.97%
6 Avalon Investment & Advisory 36,934 10,987,000 6.47%
7 Stillwater Capital Advisors, LLC 33,395 9,934,000 5.85%
8 WINDWARD CAPITAL MANAGEMENT CO /CA 33,141 9,858,000 5.80%
9 J.P. Morgan Private Wealth Advisors LLC 26,559 7,900,000 4.65%
10 UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,838 5,901,000 3.47%
11 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 15,582 4,635,000 2.73%
12 Renaissance Investment Group LLC 15,184 4,516,000 2.66%
13 World Asset Management Inc 13,332 3,966,000 2.33%
14 BOURGEON CAPITAL MANAGEMENT LLC 12,417 3,694,000 2.17%
15 HIGH POINTE CAPITAL MANAGEMENT LLC 11,620 3,457,000 2.04%
16 Palouse Capital Management, Inc. 11,213 3,336,000 1.96%
17 Matterhorn Capital Management, LLC 10,290 3,061,000 1.80%
18 Azimuth Capital Management LLC 9,747 2,900,000 1.71%
19 SCHMIDT P J INVESTMENT MANAGEMENT INC 8,263 2,458,000 1.45%
20 DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,550 1,948,000 1.15%
21 Geneva Advisors, LLC 6,150 1,829,000 1.08%
22 Veritable, L.P. 5,832 1,735,000 1.02%
23 Daniel Devine & Co 5,760 1,713,000 1.01%
24 Willingdon Wealth Management 5,017 1,492,000 0.88%
25 Narwhal Capital Management 4,845 1,441,000 0.85%
26 LOEB PARTNERS CORP 3,250 967,000 0.57%
27 Crosspoint Capital Strategies, LLC 3,126 930,000 0.55%
28 ASPIRIANT HOLDINGS S3, LLC 2,233 664,000 0.39%
29 DOWLING & YAHNKE LLC 2,100 625,000 0.37%
30 RONALD BLUE & CO LLC 1,761 524,000 0.31%
31 HOLLENCREST CAPITAL MANAGEMENT 1,758 523,000 0.31%
32 KCM INVESTMENT ADVISORS LLC 1,586 472,000 0.28%
33 Vigilant Capital Management, LLC 1,575 469,000 0.28%
34 SCHNIEDERS CAPITAL MANAGEMENT LLC 1,416 421,000 0.25%
35 ArchPoint Investors 1,250 372,000 0.22%
36 HARTWELL J M LIMITED PARTNERSHIP 1,000 297,000 0.17%
37 QUADRANT CAPITAL GROUP LLC 443 129,000 0.08%
38 QCI ASSET MANAGEMENT INC/NY 103 31,000 0.02%
39 PATHSTONE FAMILY OFFICE, LLC 10 3,000 0.00%

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.