NEAR Institutional Ownership & Shareholders
BLACKROCK SHORT DURATION BON (NEAR) is currently held by 403 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of NEAR tracked by InsiderSet, reporting ownership valued at approximately $284.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $281.77M, representing an estimated loss of -1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed NEAR value among the investors covered in this analysis. Major shareholders include Fmr Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in BLACKROCK SHORT DURATION BON (NEAR).
This page ranks the largest institutional NEAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
403
Total Reported Value
$3.09B
Largest Holder
Fmr Llc
Largest Position
$284.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 5,619,600 | $284,688,941 | $281,766,744 | -$2,922,197 | -1.03% | |
| Morgan Stanley | 0.01% | 3,871,460 | $196,128,202 | $194,115,004 | -$2,013,198 | -1.03% | |
| Bank Of America Corp | 0.01% | 3,317,434 | $168,061,227 | $166,336,141 | -$1,725,086 | -1.03% | |
| Clearwater Capital Advisors, Llc | 12.06% | 3,249,759 | $164,632,788 | $162,942,916 | -$1,689,872 | -1.03% | |
| Wells Fargo & Company/Mn | 0.03% | 2,900,901 | $146,959,640 | $145,451,176 | -$1,508,464 | -1.03% | |
| Lpl Financial Llc | 0.03% | 2,700,719 | $136,818,398 | $135,414,051 | -$1,404,347 | -1.03% | |
| Ubs Group Ag | 0.02% | 2,622,657 | $132,863,804 | $131,500,022 | -$1,363,782 | -1.03% | |
| Bramshill Investments, Llc | 10.10% | 2,605,312 | $131,985,088 | $130,630,344 | -$1,354,744 | -1.03% | |
| Blackrock, Inc. | 0.00% | 2,374,042 | $120,268,968 | $119,034,466 | -$1,234,502 | -1.03% | |
| Capital Advantage, Inc. | 12.58% | 2,104,332 | $104,921,986 | $105,511,206 | +$589,220 | +0.56% | |
| Cetera Investment Advisers | 0.07% | 1,592,377 | $80,669,793 | $79,841,783 | -$828,010 | -1.03% | |
| Raymond James Financial Inc | 0.02% | 1,248,932 | $63,270,899 | $62,621,450 | -$649,449 | -1.03% | |
| Ameriprise Financial Inc | 0.01% | 1,182,343 | $59,920,426 | $59,282,678 | -$637,748 | -1.06% | |
| Americana Partners, Llc | 1.27% | 1,188,172 | $59,242,258 | $59,574,944 | +$332,686 | +0.56% | |
| Royal Bank Of Canada | 0.01% | 835,366 | $42,319,000 | $41,885,251 | -$433,749 | -1.02% | |
| Envestnet Asset Management Inc | 0.01% | 648,483 | $32,852,139 | $32,514,938 | -$337,201 | -1.03% | |
| Weil Company, Inc. | 5.63% | 655,092 | $32,662,872 | $32,846,313 | +$183,441 | +0.56% | |
| Newedge Advisors, Llc | 0.09% | 598,998 | $30,345,202 | $30,033,760 | -$311,442 | -1.03% | |
| Commonwealth Equity Services, Llc | 0.04% | 543,378 | $27,092,805 | $27,244,973 | +$152,168 | +0.56% | |
| Peapack Gladstone Financial Corp | 0.31% | 533,561 | $27,030,000 | $26,752,749 | -$277,251 | -1.03% | |
| Osaic Holdings, Inc. | 0.03% | 524,353 | $26,571,815 | $26,291,059 | -$280,756 | -1.06% | |
| Stifel Financial Corp | 0.02% | 506,861 | $25,677,621 | $25,414,011 | -$263,610 | -1.03% | |
| United Services Automobile Association | 2.00% | 490,400 | $24,843,664 | $24,588,656 | -$255,008 | -1.03% | |
| Alexander Randolph Advisory, Inc. | 19.96% | 478,466 | $24,239,088 | $23,990,285 | -$248,803 | -1.03% | |
| Gotham Asset Management, Llc | 0.05% | 435,242 | $22,049,360 | $21,823,034 | -$226,326 | -1.03% | |
| Integrated Investment Consultants, Llc | 4.28% | 439,042 | $21,717,278 | $22,013,566 | +$296,288 | +1.36% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 388,871 | $19,700,229 | $19,497,992 | -$202,237 | -1.03% | |
| Donaldson Capital Management, Llc | 0.55% | 382,732 | $19,389,197 | $19,190,182 | -$199,015 | -1.03% | |
| Kwmg, Llc | 1.30% | 361,350 | $18,016,931 | $18,118,089 | +$101,158 | +0.56% | |
| Syntegra Private Wealth Group, Llc | 1.29% | 335,941 | $16,750,022 | $16,844,082 | +$94,060 | +0.56% | |
| Axxcess Wealth Management, Llc | 0.67% | 324,781 | $16,193,569 | $16,284,519 | +$90,950 | +0.56% | |
| Oppenheimer & Co Inc | 0.17% | 320,873 | $15,998,728 | $16,088,572 | +$89,844 | +0.56% | |
| Wbh Advisory Inc | 1.01% | 296,264 | $15,008,722 | $14,854,677 | -$154,045 | -1.03% | |
| Waverly Advisors, Llc | 0.09% | 293,880 | $14,887,976 | $14,735,143 | -$152,833 | -1.03% | |
| Proficio Capital Partners Llc | 0.53% | 291,350 | $14,759,791 | $14,608,289 | -$151,502 | -1.03% | |
| Union Bancaire Privee, Ubp Sa | 0.16% | 287,639 | $14,581,859 | $14,422,219 | -$159,640 | -1.09% | |
| Securian Asset Management, Inc | 0.52% | 283,620 | $14,336,991 | $14,220,707 | -$116,284 | -0.81% | |
| Timmons Wealth Management, Llc | 10.30% | 278,069 | $14,086,997 | $13,942,380 | -$144,617 | -1.03% | |
| Kraft, Davis & Associates, Llc | 2.80% | 265,590 | $13,262,244 | $13,316,683 | +$54,439 | +0.41% | |
| Concurrent Investment Advisors, Llc | 0.09% | 262,217 | $13,074,189 | $13,147,560 | +$73,371 | +0.56% | |
| Focus Partners Wealth | 0.01% | 235,567 | $11,933,854 | $11,811,329 | -$122,525 | -1.03% | |
| Valley National Advisers Inc | 1.25% | 227,787 | $11,357,450 | $11,421,240 | +$63,790 | +0.56% | |
| Captrust Financial Advisors | 0.02% | 224,104 | $11,353,133 | $11,236,575 | -$116,558 | -1.03% | |
| Independent Financial Group, Llc | 0.20% | 223,148 | $11,126,160 | $11,188,641 | +$62,481 | +0.56% | |
| Mcadam, Llc | 0.37% | 199,093 | $9,926,790 | $9,982,523 | +$55,733 | +0.56% | |
| Onedigital Investment Advisors Llc | 0.08% | 193,239 | $9,789,493 | $9,689,003 | -$100,490 | -1.03% | |
| Bond & Devick Financial Network, Inc. | 2.35% | 194,978 | $9,721,603 | $9,776,197 | +$54,594 | +0.56% | |
| Proathlete Wealth Management Llc | 2.08% | 190,346 | $9,490,762 | $9,543,948 | +$53,186 | +0.56% | |
| Jacobson & Schmitt Advisors, Llc | 1.54% | 186,421 | $9,444,088 | $9,347,149 | -$96,939 | -1.03% | |
| Private Advisor Group, Llc | 0.04% | 182,875 | $9,264,436 | $9,169,353 | -$95,084 | -1.03% |
Frequently asked questions about NEAR
Who are the largest institutional holders of NEAR?
The largest institutional holders of NEAR reported in the latest SEC Form 13F filings include Fmr Llc, Morgan Stanley, Bank Of America Corp, Clearwater Capital Advisors, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported NEAR position.
What is NEAR institutional ownership?
This page tracks NEAR positions reported by institutional investment managers through SEC Form 13F. BLACKROCK SHORT DURATION BON (NEAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NEAR?
InsiderSet currently tracks 403 institutional managers reporting NEAR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NEAR shareholders.
How much NEAR stock do institutions own?
Institutional investment managers disclosed approximately $3.09B in NEAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NEAR institutional ownership last updated?
The latest NEAR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NEAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NEAR position after the reporting date.
Are institutions buying or selling NEAR?
Institutional buying and selling can be analyzed by comparing NEAR positions across consecutive 13F reporting periods. InsiderSet's NEAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NEAR ownership changes.
How has NEAR institutional ownership changed over time?
InsiderSet tracks NEAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.