Security Snapshot

BANCROFT FUND LTD - Common Stock (BCV) Institutional Ownership

CUSIP: 059695106

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

20

Shares (Excl. Options)

856.41KFull value: 856,411 · shares · 30 Sep 2026

Price

$23.08

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Stock
Symbol
BCV on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
856,411
Latest holder snapshot 5 signals
Total 13F value
$19,765,977
Portfolio coverage rank
0%
Share change
-21,392
Value change
-$556,692
Number of holders
20
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
5,575,844
SEC-reported price per share
$23.08
Insider filing price
$23.08
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BCV - BANCROFT FUND LTD - Common Stock is tracked under CUSIP 059695106.
  • 20 institutions reported positions in Q3 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 41 to 20 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $59.06MFull value: $59,064,823 · USD · 30 Jun 2026
    to
    $19.77MFull value: $19,765,977 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 20 institutions filings for Q3 2026.

Open SEC evidence

Security key

059695106

13F reference period

Q3 2026

13F holders

20

13D/G owners

2

CIK / CUSIP context first

Open Q3 2026 holders BCV full holder history BANCROFT FUND LTD SEC filings BANCROFT FUND LTD insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
BCV
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 4.9% -19% $6,871,594 -$1,639,979 287,274 -19% Saba Capital Management, L.P. 17 Mar 2026
AMERIPRISE FINANCIAL INC 4.5% -16% $6,521,229 -$1,456,402 250,913 -18% Ameriprise Financial, Inc. 30 Jun 2026
As of 30 Sep 2026, 20 institutional investors reported holding
856.41KFull value: 856,411 · shares · 30 Sep 2026
shares of BANCROFT FUND LTD - Common Stock (BCV). This represents 15% of the company’s total
5.58MFull value: 5,575,844 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 23 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
15%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Advisors Asset Management, Inc. 2.9% 162,211 0.09% $3,743,830
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2.5% 136,827 +14% 0.38% $3,157,962
MORGAN STANLEY 2.1% 117,339 -17% 0% $2,708,186
Beckerman Institutional, LLC 1.3% 72,904 +0.02% 0.79% $1,682,625
Invesco Ltd. 1.2% 68,826 -16% 0% $1,588,504
LPL Financial LLC 0.87% 48,340 +1.4% 0% $1,115,677
FIRST TRUST ADVISORS LP 0.83% 46,541 +13% 0% $1,074,166
Mezzasalma Advisors, LLC 0.67% 37,244 +1.4% 0.18% $859,601
STIFEL FINANCIAL CORP 0.58% 32,522 +12% 0% $750,608
GABELLI & Co INVESTMENT ADVISERS, INC. 0.46% 25,700 0% 0.09% $593,156
EVOLVE PRIVATE WEALTH, LLC 0.38% 21,240 +5.3% 0.02% $490,219
Cetera Investment Advisers 0.38% 21,064 +5.8% 0% $486,175
Shaker Financial Services, LLC 0.26% 14,645 -3.2% 0.11% $338,007
COMMONWEALTH EQUITY SERVICES, LLC 0.25% 14,068 0% 0% $324,690
Concurrent Investment Advisors, LLC 0.23% 12,827 -0.37% 0% $296,043
NewEdge Advisors, LLC 0.23% 12,700 +1.6% 0% $293,116
CEERA INVESTMENTS, LLC 0.16% 8,885 0.08% $205,066
Caldwell Trust Co 0.02% 1,238 -0.16% 0% $28,573
Noble Wealth Management PBC 0.02% 1,000 0% 0.01% $23,080
ASSETMARK, INC 0.01% 290 0% 0% $6,693
DECISION INVESTMENTS, INC 0% 0 -100% $0
Institute for Wealth Management, LLC. 0% 0 -100% $0
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 856,411 $19,765,977 -$556,692 $23.08 20
2026 Q2 2,272,759 $59,064,823 +$2,155,736 $25.99 41
2026 Q1 2,192,359 $47,224,611 -$118,483 $21.54 38
2025 Q4 2,197,859 $48,566,381 -$202,913 $22.10 34
2025 Q3 2,186,554 $47,844,955 +$5,324,641 $21.88 37
2025 Q2 1,961,832 $37,079,604 +$1,726,414 $18.90 37
2025 Q1 1,875,004 $32,672,440 +$3,632,942 $17.42 40
2024 Q4 1,664,068 $29,470,176 +$2,526,235 $17.71 43
2024 Q3 1,481,587 $24,846,694 +$1,648,695 $16.77 37
2024 Q2 1,322,841 $20,728,293 -$1,243,962 $15.67 38
2024 Q1 1,399,765 $22,382,190 +$1,458,959 $15.99 42
2023 Q4 1,308,160 $20,893,315 +$3,025,668 $15.98 37
2023 Q3 1,086,756 $17,129,739 +$259,454 $15.77 36
2023 Q2 1,067,645 $18,246,406 +$278,487 $17.09 37
2023 Q1 1,051,365 $17,831,256 -$534,608 $16.99 30
2022 Q4 1,084,187 $17,757,731 -$423,710 $16.38 31
2022 Q3 1,105,905 $18,488,000 -$689,217 $16.72 31
2022 Q2 1,140,207 $20,591,000 -$1,315,607 $18.06 37
2022 Q1 1,241,300 $28,276,681 -$882,000 $22.78 36
2021 Q4 1,271,267 $33,596,485 -$1,193,419 $26.43 38
2021 Q3 1,326,127 $39,293,223 -$1,658,764 $29.63 33
2021 Q2 1,385,022 $44,350,000 +$921,019 $32.02 34
2021 Q1 1,359,975 $40,102,000 -$3,458,049 $29.49 33
2020 Q4 1,464,641 $44,138,000 +$1,773,187 $30.14 32
2020 Q3 1,406,410 $34,948,000 -$3,069,623 $24.85 31
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