XBMEX Institutional Ownership & Shareholders
BLACKROCK HEALTH SCIENCES (XBMEX) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $109.11M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XBMEX tracked by InsiderSet, reporting ownership valued at approximately $15.67M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed XBMEX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, 1607 Capital Partners, Llc, and several other long-term asset managers with concentrated positions in BLACKROCK HEALTH SCIENCES (XBMEX).
This page ranks the largest institutional XBMEX 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
73
Total Reported Value
$109.11M
Largest Holder
Morgan Stanley
Largest Position
$15.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 364,745 | $15,665,821 | — | — | — | |
| Bank Of America Corp | 0.00% | 275,369 | $11,827,079 | — | — | — | |
| 1607 Capital Partners, Llc | 0.61% | 163,553 | $7,024,601 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 159,824 | $6,864,434 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 154,876 | $6,651,000 | — | — | — | |
| Karpus Management, Inc. | 0.17% | 140,338 | $6,027,517 | — | — | — | |
| Nova R Wealth, Inc. | 1.73% | 133,657 | $5,898,264 | — | — | — | |
| Invesco Ltd. | 0.00% | 130,083 | $5,587,065 | — | — | — | |
| Lpl Financial Llc | 0.00% | 113,128 | $4,858,855 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 109,811 | $4,716,392 | — | — | — | |
| Ubs Group Ag | 0.00% | 96,906 | $4,162,113 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 70,671 | $3,035,789 | — | — | — | |
| Cornerstone Advisory, Llc | 0.19% | 54,477 | $2,339,791 | — | — | — | |
| Cypress Capital Management Llc (Wy) | 1.91% | 53,307 | $2,289,536 | — | — | — | |
| Summit Financial, Llc | 0.02% | 51,920 | $2,229,967 | — | — | — | |
| Wealthspire Retirement, Llc | 0.12% | 51,434 | $2,209,078 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 29,062 | $1,282,517 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 28,637 | $1,263,760 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 29,063 | $1,248,255 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 28,198 | $1,211,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 25,101 | $1,078,156 | — | — | — | |
| Alessandra Capital Management, Llc | 0.63% | 20,315 | $896,503 | — | — | — | |
| Founders Financial Alliance, Llc | 0.11% | 19,200 | $824,633 | — | — | — | |
| Smith Asset Management Co., Llc | 0.55% | 15,287 | $674,615 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 15,143 | $650,397 | — | — | — | |
| Nbc Securities, Inc. | 0.04% | 14,589 | $643,815 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 14,162 | $608,301 | — | — | — | |
| Hbk Sorce Advisory Llc | 0.01% | 13,171 | $572,281 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 12,815 | $550,420 | — | — | — | |
| Diversified Enterprises, Llc | 0.02% | 11,192 | $493,922 | — | — | — | |
| Xtx Topco Ltd | 0.01% | 10,533 | $452,392 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 9,814 | $421,511 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 8,262 | $354,853 | — | — | — | |
| Stifel Financial Corp | 0.00% | 8,220 | $353,051 | — | — | — | |
| Stratos Wealth Partners, Ltd. | 0.00% | 7,848 | $337,089 | — | — | — | |
| Truist Financial Corp | 0.00% | 7,402 | $326,650 | — | — | — | |
| Pmg Family Office Llc | 0.29% | 7,135 | $314,868 | — | — | — | |
| Oppenheimer & Co Inc | 0.00% | 6,917 | $305,247 | — | — | — | |
| Hub Investment Partners, Llc | 0.01% | 7,000 | $300,650 | — | — | — | |
| Pvg Asset Management Corp | 0.19% | 6,397 | $282,300 | — | — | — | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 6,172 | $265,108 | — | — | — | |
| Sage Investment Counsel Llc | 0.24% | 5,400 | $238,302 | — | — | — | |
| Waterfront Wealth Inc. | 0.04% | 5,275 | $226,878 | — | — | — | |
| Corrado Advisors, Llc | 0.10% | 4,778 | $210,854 | — | — | — | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,795 | $205,945 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 4,682 | $201,092 | — | — | — | |
| Geneos Wealth Management Inc. | 0.00% | 4,299 | $184,642 | — | — | — | |
| National Bank Of Canada | 0.00% | 4,025 | $172,431 | — | — | — | |
| Private Trust Co Na | 0.01% | 2,092 | $92,320 | — | — | — | |
| Farther Finance Advisors, Llc | 0.00% | 1,850 | $81,641 | — | — | — |
Frequently asked questions about XBMEX
Who are the largest institutional holders of XBMEX?
The largest institutional holders of XBMEX reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, 1607 Capital Partners, Llc, Wells Fargo & Company/Mn, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported XBMEX position.
What is XBMEX institutional ownership?
This page tracks XBMEX positions reported by institutional investment managers through SEC Form 13F. BLACKROCK HEALTH SCIENCES (XBMEX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XBMEX?
InsiderSet currently tracks 73 institutional managers reporting XBMEX 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 XBMEX shareholders.
How much XBMEX stock do institutions own?
Institutional investment managers disclosed approximately $109.11M in XBMEX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XBMEX institutional ownership last updated?
The latest XBMEX 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 XBMEX 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 XBMEX position after the reporting date.
Are institutions buying or selling XBMEX?
Institutional buying and selling can be analyzed by comparing XBMEX positions across consecutive 13F reporting periods. InsiderSet's XBMEX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XBMEX ownership changes.
How has XBMEX institutional ownership changed over time?
InsiderSet tracks XBMEX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.