BLACKROCK MUNIHLDNGS CALI (MUC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
130
Reporting holders
$359.4M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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% | 34q | +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 | -47.7%-$9.7M |
| 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 |
| MacKay Shields LLC | $1.4M | 128,815 | 0.05% | 11q | -12.3%-$198.1K |
| 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 |
| 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 |
| Corient Private Wealth LP | $610.1K | 55,518 | 0.00% | 15q | +100.0%+$305.1K |
| 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 | -50.0%-$430.3K |
| 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 |
| 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 |
| 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 |
| Capital Investment Advisors, LLC | $155.8K | 14,175 | 0.00% | 31q | HELD |
| DECISION INVESTMENTS, INC | $154.2K | 14,029 | 0.14% | 3q | -15.1%-$27.5K |
| Closed-End Fund Advisors, Inc. | $153.5K | 13,969 | 0.15% | 3q | +2.5%+$3.7K |
| Realta Investment Advisors | $150.0K | 13,652 | 0.05% | 5q | HELD |
| WHITTIER TRUST CO | $149.3K | 13,533 | 0.00% | 2q | HELD |
Showing the largest 100 of 136 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 130 | $359.4M | 32,704,371 | 11 | 38 | 32 | 0.0% |
| Q1 2026 | 135 | $367.6M | 35,296,394 | 42 | 51 | 18 | 0.0% |
| Q4 2025 | 108 | $318.7M | 30,052,281 | 20 | 33 | 21 | 0.0% |
| Q3 2025 | 88 | $287.4M | 26,492,166 | 10 | 30 | 19 | 0.0% |
| Q2 2025 | 91 | $275.7M | 26,640,195 | 9 | 26 | 27 | 0.0% |
| Q1 2025 | 96 | $286.8M | 26,775,798 | 2 | 36 | 24 | 0.0% |
| Q4 2024 | 106 | $291.9M | 27,446,270 | 19 | 35 | 21 | 0.0% |
| Q3 2024 | 88 | $291.8M | 25,342,639 | 8 | 26 | 23 | 0.0% |
| Q2 2024 | 86 | $270.2M | 24,363,622 | 4 | 22 | 28 | 0.0% |
| Q1 2024 | 91 | $384.6M | 34,953,188 | 14 | 24 | 18 | 0.0% |
| Q4 2023 | 87 | $358.9M | 32,246,869 | 10 | 23 | 22 | 0.0% |
| Q3 2023 | 89 | $253.4M | 26,498,157 | 10 | 17 | 25 | 0.0% |
| Q2 2023 | 84 | $250.6M | 23,096,689 | 6 | 22 | 20 | 0.0% |
| Q1 2023 | 80 | $252.0M | 20,685,496 | 12 | 19 | 21 | 0.0% |
| Q4 2022 | 78 | $205.9M | 19,230,139 | 25 | 8 | 23 | 0.0% |
| Q3 2022 | 81 | $197.5M | 18,382,953 | 3 | 23 | 20 | 0.0% |
| Q2 2022 | 93 | $227.0M | 18,952,622 | 43 | 40 | 5 | 0.0% |
| Q1 2022 | 56 | $110.7M | 8,482,217 | 14 | 17 | 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 | 48 | $115.1M | 7,649,009 | 3 | 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 | $124.8M | 9,366,525 | 8 | 20 | 11 | 0.0% |
| Q4 2019 | 62 | $125.4M | 8,960,278 | 10 | 21 | 16 | 0.0% |
| Q3 2019 | 59 | $117.6M | 8,331,143 | 7 | 20 | 11 | 0.0% |
| Q2 2019 | 61 | $104.9M | 7,682,541 | 6 | 19 | 19 | 0.0% |
| Q1 2019 | 60 | $103.3M | 7,774,042 | 5 | 19 | 21 | 0.0% |
| Q4 2018 | 65 | $97.1M | 7,877,720 | 2 | 1 | 2 | 0.0% |