BLACKROCK SHORT DURATION BON (NEAR) Institutional Shareholders
BLACKROCK SHORT DURATION BON (NEAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.48B in NEAR holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of NEAR tracked by InsiderSet, reporting ownership valued at approximately $178.76M in its March 31, 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 $177.72M, representing an estimated loss of -0.58% 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 Morgan Stanley, Clearwater Capital Advisors, Llc, 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
392
Total Reported Value
$2.48B
Largest Holder
Morgan Stanley
Largest Position
$178.76M
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 |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,516,395 | $178,756,014 | $177,718,603 | -$1,037,411 | -0.58% | |
| Clearwater Capital Advisors, Llc | 12.79% | 3,117,801 | $158,493,401 | $157,573,663 | -$919,738 | -0.58% | |
| Bank Of America Corp | 0.01% | 3,059,416 | $155,525,416 | $154,622,885 | -$902,531 | -0.58% | |
| Wells Fargo & Company/Mn | 0.03% | 2,764,146 | $140,515,390 | $139,699,939 | -$815,451 | -0.58% | |
| Lpl Financial Llc | 0.04% | 2,745,146 | $139,549,458 | $138,739,679 | -$809,779 | -0.58% | |
| Ubs Group Ag | 0.02% | 2,509,834 | $127,587,411 | $126,847,010 | -$740,401 | -0.58% | |
| Bramshill Investments, Llc | 10.50% | 2,396,803 | $121,841,484 | $121,134,424 | -$707,060 | -0.58% | |
| Blackrock, Inc. | 0.00% | 2,259,712 | $114,872,459 | $114,205,844 | -$666,615 | -0.58% | |
| Cetera Investment Advisers | 0.08% | 1,413,521 | $71,856,358 | $71,439,351 | -$417,007 | -0.58% | |
| Raymond James Financial Inc | 0.02% | 1,250,187 | $63,553,248 | $63,184,451 | -$368,797 | -0.58% | |
| Americana Partners, Llc | 1.50% | 1,136,391 | $57,768,439 | $57,433,201 | -$335,238 | -0.58% | |
| Ameriprise Financial Inc | 0.01% | 1,095,356 | $55,713,929 | $55,359,292 | -$354,637 | -0.64% | |
| Fmr Llc | 0.00% | 983,350 | $49,988,587 | $49,698,509 | -$290,078 | -0.58% | |
| Royal Bank Of Canada | 0.01% | 723,098 | $36,759,000 | $36,545,373 | -$213,627 | -0.58% | |
| Syntegra Private Wealth Group, Llc | 2.53% | 644,912 | $32,671,251 | $32,593,852 | -$77,399 | -0.24% | |
| Envestnet Asset Management Inc | 0.01% | 629,849 | $32,018,376 | $31,832,568 | -$185,808 | -0.58% | |
| Osaic Holdings, Inc. | 0.04% | 564,586 | $28,709,354 | $28,534,176 | -$175,178 | -0.61% | |
| Stifel Financial Corp | 0.02% | 530,427 | $26,964,386 | $26,807,781 | -$156,605 | -0.58% | |
| United Services Automobile Association | 2.93% | 490,400 | $24,929,484 | $24,784,816 | -$144,668 | -0.58% | |
| Alexander Randolph Advisory, Inc. | 20.23% | 461,536 | $23,462,183 | $23,326,029 | -$136,154 | -0.58% | |
| Commonwealth Equity Services, Llc | 0.03% | 416,549 | $21,102,350 | $21,052,386 | -$49,964 | -0.24% | |
| Donaldson Capital Management, Llc | 0.68% | 412,128 | $20,950,542 | $20,828,949 | -$121,593 | -0.58% | |
| Gotham Asset Management, Llc | 0.06% | 397,270 | $20,195,220 | $20,078,026 | -$117,194 | -0.58% | |
| Axxcess Wealth Management, Llc | 0.30% | 373,440 | $18,918,456 | $18,873,658 | -$44,798 | -0.24% | |
| Kwmg, Llc | 1.23% | 334,989 | $16,970,557 | $16,930,344 | -$40,213 | -0.24% | |
| Waverly Advisors, Llc | 0.11% | 298,806 | $15,189,829 | $15,101,655 | -$88,174 | -0.58% | |
| Union Bancaire Privee, Ubp Sa | 0.16% | 287,639 | $14,581,859 | $14,537,275 | -$44,584 | -0.31% | |
| Securian Asset Management, Inc | 0.52% | 283,620 | $14,336,991 | $14,334,155 | -$2,836 | -0.02% | |
| Oppenheimer & Co Inc | 0.17% | 269,833 | $13,716,961 | $13,637,360 | -$79,601 | -0.58% | |
| Kraft, Davis & Associates, Llc | 2.73% | 259,050 | $13,072,939 | $13,092,387 | +$19,448 | +0.15% | |
| Concurrent Investment Advisors, Llc | 0.11% | 256,177 | $12,977,966 | $12,947,186 | -$30,780 | -0.24% | |
| Wbh Advisory Inc | 0.95% | 250,366 | $12,683,560 | $12,653,498 | -$30,062 | -0.24% | |
| Proficio Capital Partners Llc | 0.68% | 248,595 | $12,637,327 | $12,563,991 | -$73,336 | -0.58% | |
| Captrust Financial Advisors | 0.02% | 238,140 | $12,105,868 | $12,035,596 | -$70,272 | -0.58% | |
| Focus Partners Wealth | 0.01% | 232,064 | $11,796,997 | $11,728,515 | -$68,482 | -0.58% | |
| Equitable Holdings, Inc. | 0.08% | 229,277 | $11,716,055 | $11,587,660 | -$128,395 | -1.10% | |
| Independent Financial Group, Llc | 0.20% | 215,557 | $10,920,118 | $10,894,251 | -$25,867 | -0.24% | |
| Timmons Wealth Management, Llc | 10.02% | 208,079 | $10,577,715 | $10,516,313 | -$61,402 | -0.58% | |
| Valley National Advisers Inc | 1.12% | 198,551 | $10,058,590 | $10,034,768 | -$23,822 | -0.24% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 197,057 | $10,017,380 | $9,959,261 | -$58,119 | -0.58% | |
| Jacobson & Schmitt Advisors, Llc | 1.54% | 186,421 | $9,444,088 | $9,421,717 | -$22,371 | -0.24% | |
| Kingsview Wealth Management, Llc | 0.13% | 184,753 | $9,391,939 | $9,337,417 | -$54,522 | -0.58% | |
| Private Advisor Group, Llc | 0.04% | 182,875 | $9,264,436 | $9,242,503 | -$21,934 | -0.24% | |
| Ifrah Financial Services, Inc. | 2.24% | 180,947 | $9,166,787 | $9,145,061 | -$21,726 | -0.24% | |
| Maimon Wealth Management Ltd. | 6.75% | 172,910 | $8,759,621 | $8,738,871 | -$20,750 | -0.24% | |
| Brookwood Investment Group Llc | 1.01% | 171,037 | $8,664,735 | $8,644,210 | -$20,525 | -0.24% | |
| Hightower Advisors, Llc | 0.01% | 165,585 | $8,417,434 | $8,368,666 | -$48,768 | -0.58% | |
| Selby Wealth Management, Llc | 2.90% | 161,291 | $8,171,011 | $8,151,647 | -$19,364 | -0.24% | |
| Integrity Alliance, Llc. | 0.25% | 159,942 | $8,102,681 | $8,083,469 | -$19,212 | -0.24% | |
| Bond & Devick Financial Network, Inc. | 1.99% | 159,205 | $8,065,325 | $8,046,221 | -$19,104 | -0.24% |
Frequently asked questions about NEAR
Who owns the most NEAR stock?
The largest holders of NEAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK SHORT DURATION BON (NEAR).
Is NEAR widely held by superinvestors?
Many widely followed stocks like NEAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NEAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.