BlackRock's new 5.4% passive stake signals institutional conviction at a $15.5B market cap. Monitor for any subsequent 13D conversion or additional accumulation, though the filing certifies passive intent. The presence of Vanguard as a prior filer suggests broad institutional interest.
Price Chart
Executive Summary
BlackRock, Inc. filed a new Schedule 13G disclosing a 5.4% passive stake in AST SpaceMobile, Inc., representing 16,115,870 shares of Class A Stock as of September 30, 2026. This is a new filing by BlackRock (not an amendment) and certifies passive intent with no control influence. The stake is notable for its size and the reputation of the filer, but as a passive disclosure it typically has limited immediate price impact.
Key Financial Metrics
Key Facts
- BlackRock, Inc. filed a new Schedule 13G for AST SpaceMobile, Inc.
- Beneficial ownership: 16,115,870 shares of Class A Stock (5.4% of outstanding shares)
- Filing date: October 27, 2026; ownership as of September 30, 2026
- Certifies passive intent under Rule 13d-1(b), no control influence
- Prior passive stake filings by Vanguard Group (SC 13G/A) in March 2026 and January 2026 are noted in cross-filing context
Financial Impact
BlackRock holds 5.4% of ASTS outstanding shares, valued at approximately $837 million based on the $15.5B market cap snapshot
Risk Factors
- Passive certification means BlackRock disclaims control intent; any future activist move would require a 13D conversion
- No financial or operational data in the filing to assess company fundamentals
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002012383-26-003748 |
| Document: Item_7.txt | 0002012383-26-003748 |
| Document: 0002012383-26-003748-index-headers.html | 0002012383-26-003748 |
| Document: 0002012383-26-003748-index.html | 0002012383-26-003748 |
| Document: 0002012383-26-003748.txt | 0002012383-26-003748 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $41.81 | awaiting T+60 | awaiting T+60 | $40.97 (−2.00%) |
Oct 27, 2026 4d ago | SC 13G | $42.30 | awaiting T+60 | awaiting T+60 | $40.97 (−3.14%) |
Oct 21, 2026 10d ago | Institutional Cluster | $38.77 | awaiting T+60 | awaiting T+60 | $40.97 (+5.67%) |
Oct 20, 2026 11d ago | 8-K | $40.90 | awaiting T+60 | awaiting T+60 | $40.97 (+0.17%) |
Sep 17, 2026 6w ago | Insider Cluster | $58.52 | awaiting T+60 | awaiting T+60 | $40.97 (+29.99%) |
Aug 15, 2026 11w ago | Institutional Cluster | $71.14 | awaiting T+60 | awaiting T+60 | $40.97 (−42.41%) |
Jun 22, 2026 18w ago | 144 | $72.87 $59.27 | ▲ +18.66% | ▲ +21.91% | $40.97 (+43.78%) |
Jun 12, 2026 20w ago | Insider Cluster | $87.57 $62.42 | ▼ −28.72% | ▼ −29.72% | $40.97 (−53.21%) |
Jun 12, 2026 20w ago | Insider Cluster | $87.57 $62.42 | ▼ −28.72% | ▼ −29.72% | $40.97 (−53.21%) |
Jun 12, 2026 20w ago | Institutional Cluster | $82.41 $66.12 | ▼ −19.77% | ▼ −23.03% | $40.97 (−50.29%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers