BlackRock's passive 9.2% stake is routine for a large index fund manager. No change in investment intent or activist pressure. Monitor for any future conversion to a 13D filing, which would signal a shift to active engagement.
Price Chart
Executive Summary
BlackRock filed an amended Schedule 13G for Molina Healthcare, reporting a 9.2% stake (4,805,370 shares) as of September 30, 2026. This is a passive filing with no change in investment intent, and the stake size is consistent with BlackRock's role as a top institutional holder.
Key Financial Metrics
Key Facts
- BlackRock, Inc. filed an amendment to its Schedule 13G for Molina Healthcare, Inc.
- BlackRock reported beneficial ownership of 4,805,370 shares of common stock, representing 9.2% of shares outstanding as of September 30, 2026.
- The filing is made under Rule 13d-1(b), confirming passive investment intent.
- BlackRock Fund Advisors is the entity within BlackRock that beneficially owns 5% or more of the class.
- The filing includes a power of attorney and an exhibit listing BlackRock subsidiaries.
Financial Impact
BlackRock holds 9.2% of Molina Healthcare's outstanding common stock, valued at approximately $1.0 billion based on the $10.9B market cap.
Risk Factors
- No material risks identified from this passive filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003818 |
| Document: Item_7.txt | 0002012383-26-003818 |
| Document: 0002012383-26-003818-index-headers.html | 0002012383-26-003818 |
| Document: 0002012383-26-003818-index.html | 0002012383-26-003818 |
| Document: 0002012383-26-003818.txt | 0002012383-26-003818 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 1d ago | SC 13G/A | $202.92 | awaiting T+60 | awaiting T+60 | $204.78 (+0.92%) |
Oct 27, 2026 4d ago | SC 13G/A | $198.10 | awaiting T+60 | awaiting T+60 | $204.78 (+3.37%) |
Oct 21, 2026 10d ago | 8-K | $216.64 | awaiting T+60 | awaiting T+60 | $204.78 (−5.47%) |
Jul 29, 2026 13w ago | Institutional Cluster | $194.70 $209.15 | ▲ +7.42% | ▲ +4.96% | $204.78 (+5.18%) |
Jun 11, 2026 20w ago | Institutional Cluster | $193.20 $200.61 | ▲ +3.84% | ▼ −0.56% | $204.78 (+5.99%) |
Jun 10, 2026 20w ago | 8-K | $193.20 $200.61 | ▲ +3.84% | ▼ −0.56% | $204.78 (+5.99%) |
May 15, 2026 24w ago | Insider Cluster | $184.65 $204.51 | ▲ +10.76% | ▲ +6.17% | $204.78 (+10.90%) |
May 11, 2026 24w ago | 8-K | $184.46 $194.84 | ▲ +5.63% | ▲ +1.50% | $204.78 (+11.02%) |
May 8, 2026 25w ago | 8-K | $185.26 $194.77 | ▲ +5.13% | ▲ +2.42% | $204.78 (+10.54%) |
Apr 22, 2026 27w ago | 8-K | $172.71 $225.37 | ▼ −30.49% | ▼ −25.57% | $204.78 (−18.57%) |
US Market Status
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