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

Institutional Holders (2016Q3)
Portfolio Summary: 40 Institutional holders with a total value of $256,102,164.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 69,698 25,263,000 9.86%
2 SVB WEALTH LLC 61,395 22,253,000 8.69%
3 VAUGHAN DAVID INVESTMENTS LLC/IL 53,014 19,215,000 7.50%
4 L. Roy Papp & Associates, LLP 51,009 18,489,000 7.22%
5 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 48,664 17,639,000 6.89%
6 FLPUTNAM INVESTMENT MANAGEMENT CO 48,134 17,446,000 6.81%
7 WINDWARD CAPITAL MANAGEMENT CO /CA 45,093 16,345,000 6.38%
8 J.P. Morgan Private Wealth Advisors LLC 38,193 13,843,000 5.41%
9 Avalon Investment & Advisory 33,606 12,181,000 4.76%
10 Stillwater Capital Advisors, LLC 32,118 11,642,000 4.55%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,911 8,667,000 3.38%
12 BUCKHEAD CAPITAL MANAGEMENT LLC 22,622 8,200,000 3.20%
13 RIVERPARK CAPITAL MANAGEMENT LLC 20,404 7,396,000 2.89%
14 RiverPark Advisors, LLC 20,404 7,396,000 2.89%
15 Azimuth Capital Management LLC 17,221 6,242,000 2.44%
16 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 16,568 6,004,000 2.34%
17 ADELL HARRIMAN & CARPENTER INC 12,457 4,515,164 1.76%
18 World Asset Management Inc 12,290 4,455,000 1.74%
19 SHELTON CAPITAL MANAGEMENT 10,246 3,899,000 1.52%
20 Renaissance Investment Group LLC 9,944 3,605,000 1.41%
21 SCHMIDT P J INVESTMENT MANAGEMENT INC 8,819 3,196,000 1.25%
22 Veritable, L.P. 6,577 2,384,000 0.93%
23 Willingdon Wealth Management 6,548 2,373,000 0.93%
24 DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,543 2,372,000 0.93%
25 Narwhal Capital Management 6,445 2,336,000 0.91%
26 Daniel Devine & Co 5,660 2,052,000 0.80%
27 DOWLING & YAHNKE LLC 4,423 1,603,000 0.63%
28 LOEB PARTNERS CORP 3,000 1,087,000 0.42%
29 ASPIRIANT, LLC 2,899 1,051,000 0.41%
30 HOLLENCREST CAPITAL MANAGEMENT 1,739 630,000 0.25%
31 MATRIX ASSET ADVISORS INC/NY 1,642 595,000 0.23%
32 L & S Advisors Inc 1,041 377,000 0.15%
33 Reynders McVeigh Capital Management, LLC 760 275,000 0.11%
34 KCM INVESTMENT ADVISORS LLC 735 266,000 0.10%
35 BERKSHIRE ASSET MANAGEMENT LLC/PA 603 219,000 0.09%
36 Ballentine Partners, LLC 560 203,000 0.08%
37 QUADRANT CAPITAL GROUP LLC 540 187,000 0.07%
38 Jolley Asset Management, LLC 455 165,000 0.06%
39 PATHSTONE FAMILY OFFICE, LLC 94 34,000 0.01%
40 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5 2,000 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.