DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK MUNIHLDNGS CALI (MUC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
135
Reporting holders
$363.7M
Reported value
0.0%
Calls
0.0%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $81.3M | 7,401,308 | 0.00% | 35q | HELD |
| Karpus Management, Inc. | $50.6M | 4,603,531 | 1.46% | 15q | -14.4%-$8.5M |
| GUGGENHEIM CAPITAL LLC | $28.5M | 2,595,733 | 0.18% | 31q | -4.3%-$1.3M |
| BANK OF AMERICA CORP /DE/ | $26.4M | 2,405,612 | 0.00% | 31q | +6.0%+$1.5M |
| Advisors Asset Management, Inc. | $25.3M | 2,305,569 | 0.39% | 17q | +15.8%+$3.5M |
| ROBINSON CAPITAL MANAGEMENT, LLC | $12.3M | 1,122,458 | 5.45% | 15q | HELD |
| Allspring Global Investments Holdings, LLC | $12.1M | 1,100,165 | 0.02% | 4q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.7M | 1,066,052 | 0.56% | 17q | -52.8%-$13.1M |
| WELLS FARGO & COMPANY/MN | $10.6M | 963,266 | 0.00% | 31q | +4.5%+$458.4K |
| LPL Financial LLC | $8.1M | 732,748 | 0.00% | 31q | +8.3%+$619.7K |
| Hennion & Walsh Asset Management, Inc. | $7.8M | 709,302 | 0.22% | 22q | +5.2%+$388.2K |
| Sanctuary Advisors, LLC | $5.3M | 486,473 | 0.02% | 9q | +4.0%+$205.4K |
| UBS Group AG | $4.6M | 415,590 | 0.00% | 31q | +13.7%+$548.8K |
| Atala Financial Inc | $4.3M | 391,683 | 2.62% | 7q | -3.4%-$153.0K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $4.1M | 371,024 | 0.25% | 7q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 364,958 | 0.00% | 31q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $2.9M | 267,907 | 0.19% | 32q | -12.9%-$436.6K |
| Beverly Hills Private Wealth, LLC | $2.8M | 254,357 | 0.53% | 2q | +1.1%+$29.7K |
| Fiera Capital Corp | $2.6M | 233,919 | 0.01% | 3q | -3.0%-$79.2K |
| Dakota Wealth Management | $2.4M | 213,962 | 0.04% | 15q | -18.3%-$526.1K |
| Ignite Planners, LLC | $2.1M | 194,025 | 0.29% | 18q | HELD |
| ROYAL BANK OF CANADA | $2.1M | 190,549 | 0.00% | 31q | +5.2%+$104.2K |
| MAI Capital Management | $2.0M | 183,275 | 0.01% | 7q | +14480.4%+$2.0M |
| Trilogy Capital Inc. | $1.9M | 168,900 | 0.07% | 2q | +0.8%+$14.3K |
| WESCAP Management Group, Inc. | $1.8M | 159,959 | 0.33% | 6q | +7.0%+$114.3K |
| MELFA WEALTH MANAGEMENT, INC. | $1.7M | 158,900 | 0.94% | 15q | -11.9%-$235.5K |
| Diligent Investors, LLC | $1.5M | 140,732 | 0.34% | 31q | -3.1%-$49.9K |
| SIT INVESTMENT ASSOCIATES INC | $1.4M | 129,918 | 0.03% | 17q | HELD |
| MacKay Shields LLC | $1.4M | 128,815 | 0.05% | 11q | -12.3%-$198.1K |
| WEDBUSH SECURITIES INC | $1.4M | 126,730 | 0.04% | 23q | +5.2%+$69.2K |
| Cypress Wealth Services, LLC | $1.4M | 124,509 | 0.17% | 4q | +3.0%+$39.2K |
| Rareview Capital LLC | $1.3M | 125,561 | 0.73% | 11q | -31.6%-$599.7K |
| Oder Investment Management, LLC | $1.2M | 105,924 | 0.78% | new | NEW |
| Summit Trail Advisors, LLC | $1.1M | 101,599 | 0.01% | 3q | -7.1%-$84.8K |
| Ballast Rock Private Wealth LLC | $1.1M | 96,052 | 0.49% | 3q | +4.7%+$48.0K |
| Ariadne Wealth Management, LP | $1.0M | 94,481 | 0.46% | new | NEW |
| JANE STREET GROUP, LLC | $1.0M | 91,885 | 0.00% | 5q | +63.1%+$390.6K |
| RAYMOND JAMES FINANCIAL INC | $1.0M | 91,370 | 0.00% | 7q | -20.9%-$264.7K |
| Cambridge Investment Research Advisors, Inc. | $974.0K | 88,620 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $954.8K | 86,883 | 0.00% | 9q | HELD |
| Matisse Capital | $862.9K | 78,518 | 0.35% | 15q | HELD |
| Cetera Investment Advisers | $819.5K | 74,567 | 0.00% | 31q | -1.6%-$13.0K |
| MYECFO, LLC | $812.6K | 73,838 | 0.31% | 2q | +15.1%+$106.4K |
| D.A. DAVIDSON & CO. | $775.8K | 70,591 | 0.00% | 2q | +18.7%+$122.0K |
| Allianz Asset Management GmbH | $774.7K | 70,489 | 0.00% | 2q | HELD |
| Alteri Wealth LLC | $755.7K | 68,764 | 0.21% | 7q | HELD |
| PNC Financial Services Group, Inc. | $745.1K | 67,794 | 0.00% | 17q | HELD |
| Global Retirement Partners, LLC | $741.0K | 67,427 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $710.2K | 64,623 | 0.00% | 12q | +3.5%+$23.9K |
| CHANNEL WEALTH LLC | $707.1K | 64,344 | 0.16% | 14q | -14.7%-$121.7K |
| OSAIC HOLDINGS, INC. | $696.6K | 63,383 | 0.00% | 26q | +8.2%+$52.8K |
| Western Wealth Management, LLC | $668.9K | 60,865 | 0.02% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $656.5K | 59,733 | 0.00% | 18q | +1.9%+$12.1K |
| Stonebridge Financial Group, LLC/CA | $619.0K | 56,056 | 0.09% | new | FIRST |
| Arlington Financial Advisors, LLC | $604.5K | 55,000 | 0.08% | 4q | HELD |
| Destination Wealth Management | $590.9K | 53,765 | 0.01% | 10q | +0.6%+$3.3K |
| XTX Topco Ltd | $572.5K | 52,096 | 0.01% | new | NEW |
| Tortuga Wealth Management, Inc | $517.0K | 47,047 | 0.39% | 3q | -6.9%-$38.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $501.5K | 45,636 | 0.00% | 31q | +2.9%+$13.9K |
| STIFEL FINANCIAL CORP | $479.8K | 43,658 | 0.00% | 31q | HELD |
| Integrated Wealth Concepts LLC | $477.3K | 43,430 | 0.00% | 2q | +30.0%+$110.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $461.7K | 42,015 | 0.01% | new | NEW |
| Intellectus Partners, LLC | $448.5K | 40,614 | 0.08% | 10q | HELD |
| Perennial Investment Advisors, LLC | $431.1K | 39,226 | 0.03% | 11q | -46.4%-$372.8K |
| AMERIPRISE FINANCIAL INC | $430.3K | 39,152 | 0.00% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $409.9K | 37,300 | 0.00% | 3q | +32.7%+$101.1K |
| Farther Finance Advisors, LLC | $381.6K | 34,835 | 0.00% | 8q | -12.6%-$55.1K |
| EVOLVE PRIVATE WEALTH, LLC | $369.3K | 33,438 | 0.02% | 3q | -37.5%-$221.8K |
| OPPENHEIMER & CO INC | $334.8K | 30,465 | 0.00% | 8q | +0.9%+$2.9K |
| RB Capital Management, LLC | $329.1K | 29,944 | 0.06% | 17q | +1.3%+$4.2K |
| Wellspring Financial Advisors, LLC | $312.1K | 28,394 | 0.02% | 7q | -9.0%-$30.8K |
| FIRST FOUNDATION ADVISORS | $311.3K | 28,327 | 0.01% | 4q | HELD |
| Corient Private Wealth LP | $305.1K | 27,759 | 0.00% | 15q | HELD |
| Creative Planning | $303.3K | 27,597 | 0.00% | 18q | HELD |
| Equitable Holdings, Inc. | $285.9K | 26,011 | 0.00% | 5q | +1.6%+$4.4K |
| Athena Wealth Management, LLC | $283.0K | 25,752 | 0.21% | 2q | +0.6%+$1.6K |
| Keystone Wealth Services, LLC | $269.5K | 24,521 | 0.05% | 19q | HELD |
| Indivisible Partners | $263.9K | 24,017 | 0.01% | 3q | HELD |
| Tempus Wealth Planning, LLC | $260.0K | 23,657 | 0.05% | 21q | HELD |
| PRUDENT INVESTORS NETWORK, INC. | $256.9K | 23,375 | 0.05% | new | NEW |
| Strategic Advocates LLC | $248.6K | 22,621 | 0.96% | 12q | HELD |
| Cerity Partners LLC | $245.5K | 22,336 | 0.00% | 3q | +0.6%+$1.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $243.5K | 22,160 | 0.00% | 3q | +48.1%+$79.1K |
| LM Advisors LLC | $240.0K | 21,804 | 0.03% | 11q | +9505.3%+$237.5K |
| READYSTATE ASSET MANAGEMENT LP | $239.9K | 21,830 | 0.01% | new | NEW |
| Snowden Capital Advisors LLC | $227.9K | 20,633 | 0.01% | 10q | +32.1%+$55.3K |
| Van Hulzen Asset Management, LLC | $225.6K | 20,532 | 0.02% | 7q | +14.8%+$29.1K |
| CITADEL ADVISORS LLC | $219.4K | 19,962 | 0.00% | new | NEW |
| NWF Advisory Services Inc. | $216.9K | 19,738 | 0.02% | 7q | -10.3%-$24.9K |
| Rockefeller Capital Management L.P. | $207.2K | 18,850 | 0.00% | 21q | HELD |
| Avior Wealth Management, LLC | $205.2K | 18,668 | 0.01% | 2q | +84.9%+$94.2K |
| REGATTA CAPITAL GROUP, LLC | $202.4K | 18,415 | 0.03% | 2q | HELD |
| Sowell Financial Services LLC | $201.6K | 18,344 | 0.01% | 2q | HELD |
| Lido Advisors, LLC | $201.3K | 18,227 | 0.00% | 4q | -60.8%-$312.8K |
| IEQ CAPITAL, LLC | $198.9K | 18,100 | 0.00% | 4q | +4.5%+$8.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $181.9K | 16,550 | 0.02% | 11q | HELD |
| Kestra Advisory Services, LLC | $176.7K | 16,082 | 0.00% | 2q | +1.0%+$1.8K |
| MILLENNIUM MANAGEMENT LLC | $175.4K | 15,960 | 0.00% | 2q | HELD |
| Core Wealth Partners LLC | $172.6K | 15,707 | 0.07% | 2q | HELD |
| Robertson Stephens Wealth Management, LLC | $171.2K | 15,500 | 0.00% | new | NEW |
Showing the largest 100 of 135 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $29.4M | 3,018,599 | 6 | 13 | 6 | 0.0% |
| Q2 2026 | 135 | $363.7M | 33,098,848 | 12 | 42 | 29 | 0.0% |
| Q1 2026 | 139 | $360.2M | 34,587,161 | 43 | 55 | 17 | 0.0% |
| Q4 2025 | 112 | $306.6M | 28,914,994 | 21 | 35 | 22 | 0.0% |
| Q3 2025 | 93 | $307.6M | 28,356,638 | 10 | 33 | 21 | 0.0% |
| Q2 2025 | 98 | $293.9M | 28,397,065 | 11 | 28 | 30 | 0.0% |
| Q1 2025 | 101 | $308.7M | 28,822,866 | 2 | 40 | 25 | 0.0% |
| Q4 2024 | 112 | $307.6M | 28,926,917 | 19 | 38 | 23 | 0.0% |
| Q3 2024 | 94 | $310.8M | 26,989,743 | 8 | 28 | 25 | 0.0% |
| Q2 2024 | 94 | $307.2M | 27,698,642 | 4 | 27 | 29 | 0.0% |
| Q1 2024 | 99 | $426.3M | 38,733,371 | 17 | 26 | 19 | 0.0% |
| Q4 2023 | 94 | $388.3M | 34,883,530 | 12 | 26 | 23 | 0.0% |
| Q3 2023 | 93 | $262.9M | 27,501,392 | 10 | 19 | 27 | 0.0% |
| Q2 2023 | 91 | $270.3M | 24,909,979 | 6 | 25 | 22 | 0.0% |
| Q1 2023 | 92 | $274.8M | 22,748,087 | 16 | 23 | 23 | 0.0% |
| Q4 2022 | 90 | $223.7M | 20,814,512 | 29 | 9 | 29 | 0.0% |
| Q3 2022 | 80 | $407.8M | 37,963,323 | 3 | 22 | 20 | 0.0% |
| Q2 2022 | 92 | $462.8M | 38,655,240 | 43 | 39 | 5 | 0.0% |
| Q1 2022 | 55 | $108.1M | 8,280,310 | 14 | 16 | 7 | 0.0% |
| Q4 2021 | 50 | $117.2M | 7,590,421 | 6 | 13 | 10 | 0.0% |
| Q3 2021 | 46 | $117.5M | 7,497,405 | 1 | 14 | 12 | 0.0% |
| Q2 2021 | 53 | $125.1M | 7,851,071 | 8 | 17 | 12 | 0.0% |
| Q1 2021 | 47 | $115.1M | 7,646,293 | 2 | 17 | 13 | 0.0% |
| Q4 2020 | 49 | $110.6M | 7,372,254 | 5 | 13 | 15 | 0.0% |
| Q3 2020 | 52 | $116.6M | 8,325,779 | 6 | 9 | 21 | 0.2% |
| Q2 2020 | 51 | $126.4M | 8,943,781 | 7 | 12 | 15 | 0.0% |
| Q1 2020 | 55 | $123.1M | 9,234,883 | 8 | 20 | 11 | 0.0% |
| Q4 2019 | 62 | $125.4M | 8,960,278 | 10 | 21 | 16 | 0.0% |
| Q3 2019 | 59 | $119.6M | 8,468,495 | 7 | 20 | 11 | 0.0% |
| Q2 2019 | 61 | $103.2M | 7,560,017 | 6 | 19 | 19 | 0.0% |
| Q1 2019 | 60 | $101.6M | 7,646,495 | 5 | 19 | 21 | 0.0% |
| Q4 2018 | 65 | $95.5M | 7,744,876 | 2 | 0 | 3 | 0.0% |