BLACKROCK FLOATING RATE INCOME TRUST - Common (BGT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
BGT on NYSE
Shares outstanding
25,448,164
Price per share
$11.33
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,393,145
Total reported value
$98,131,110
% of total 13F portfolios
0%
Share change
+2,276,540
Value change
+$25,173,587
Number of holders
66
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BLACKROCK FLOATING RATE INCOME TRUST - Common (BGT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 5.1% $15,687,470 1,302,946 First Trust Portfolios L.P. 31 Dec 2024

As of 30 Sep 2025, 66 institutional investors reported holding 8,393,145 shares of BLACKROCK FLOATING RATE INCOME TRUST - Common (BGT). This represents 33% of the company’s total 25,448,164 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BLACKROCK FLOATING RATE INCOME TRUST - Common (BGT) together control 31% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GUGGENHEIM CAPITAL LLC 5.9% 1,489,295 +8.4% 0.13% $18,094,934
Donoghue Forlines LLC 3.7% 939,719 2.8% $9,011,908
Penserra Capital Management LLC 2.9% 745,433 0.11% $9,057,000
LPL Financial LLC 2.8% 703,086 +5.6% 0% $8,542,500
MORGAN STANLEY 2.7% 683,605 -1.8% 0% $8,305,803
AMERIPRISE FINANCIAL INC 2% 510,947 +25% 0% $6,208,002
UBS Group AG 1.8% 465,511 -5.3% 0% $5,655,959
Advisors Asset Management, Inc. 1.6% 405,643 +15% 0.08% $4,928,562
INTEGRITY ALLIANCE, LLC. 1.4% 352,678 0.2% $4,285,048
Invesco Ltd. 1.4% 347,858 +0.44% 0% $4,226,475
Ethos Financial Group, LLC 1.2% 316,298 +1.4% 0.3% $3,843,024
BANK OF AMERICA CORP /DE/ 0.5% 126,003 +35% 0% $1,530,942
Gridiron Partners, LLC 0.49% 125,780 0% 0.1% $75,342
MML INVESTORS SERVICES, LLC 0.41% 103,964 +3.4% 0% $1,263,164
MELFA WEALTH MANAGEMENT, INC. 0.31% 78,735 -0.04% 0.56% $956,627
COHEN & STEERS, INC. 0.3% 76,865 -12% 0% $934,000
Cetera Investment Advisers 0.3% 76,679 +314% 0% $931,660
Virtus Investment Advisers, LLC 0.26% 67,163 +8.9% 0.23% $816,030
OSAIC HOLDINGS, INC. 0.23% 58,072 +0.07% 0% $723,702
WELLS FARGO & COMPANY/MN 0.22% 56,590 -8.2% 0% $687,567
RAYMOND JAMES FINANCIAL INC 0.21% 52,394 +17% 0% $636,584
ProVise Management Group, LLC 0.18% 45,021 +0.23% 0.04% $547,005
ROYAL BANK OF CANADA 0.16% 39,740 -16% 0% $483,000
Connecticut Wealth Management, LLC 0.16% 39,617 0.02% $481,347
PINNACLE ASSOCIATES LTD 0.14% 34,533 +0.04% 0.01% $419,576

Institutional Holders of BLACKROCK FLOATING RATE INCOME TRUST - Common (BGT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 516,315 $5,849,847 +$522,186 $11.33 8
2025 Q3 8,393,145 $98,131,110 +$25,173,587 $12.15 66
2025 Q2 6,230,984 $78,010,690 -$2,382,412 $12.52 63
2025 Q1 6,389,951 $79,359,957 +$4,055,767 $12.42 63
2024 Q4 6,068,441 $78,038,016 +$3,370,436 $12.86 59
2024 Q3 5,740,943 $74,277,683 +$6,405,444 $12.94 56
2024 Q2 5,358,234 $68,370,943 +$619,236 $12.76 57
2024 Q1 5,307,345 $68,287,297 -$9,207,651 $12.98 59
2023 Q4 6,029,238 $74,636,830 -$1,904,764 $12.38 68
2023 Q3 6,132,534 $74,294,354 -$4,920,061 $12.06 63
2023 Q2 6,544,873 $76,353,329 -$2,721,393 $11.66 60
2023 Q1 6,479,514 $72,636,787 -$871,185 $11.21 62
2022 Q4 6,567,965 $71,906,286 +$6,380,781 $10.94 67
2022 Q3 5,859,101 $63,741,856 +$2,186,197 $10.86 67
2022 Q2 5,655,245 $62,418,981 +$10,635,224 $11.02 60
2022 Q1 4,988,402 $63,444,566 +$2,946,424 $12.75 57
2021 Q4 4,614,183 $64,546,402 -$11,534,890 $13.99 53
2021 Q3 5,388,943 $71,728,433 -$8,673,593 $13.28 56
2021 Q2 6,045,948 $77,764,166 -$11,871,616 $12.86 58
2021 Q1 6,972,917 $87,266,944 -$8,241,601 $12.51 60
2020 Q4 7,616,494 $89,832,487 +$6,487,945 $11.79 58
2020 Q3 7,049,824 $79,165,623 -$1,454,807 $11.23 61
2020 Q2 7,176,492 $78,808,364 +$2,831,072 $10.98 66
2020 Q1 6,941,696 $68,098,406 -$8,016,043 $9.81 68
2019 Q4 7,923,539 $101,989,320 -$2,410,877 $12.87 73
2019 Q3 7,833,598 $96,118,153 +$5,849 $12.27 77
2019 Q2 7,828,453 $97,272,339 +$9,161,068 $12.42 73
2019 Q1 7,094,607 $86,625,079 +$7,092,816 $12.21 72
2018 Q4 7,034,257 $81,254,930 +$13,306,741 $11.55 69
2018 Q3 5,817,722 $76,790,920 +$114,392 $13.20 54
2018 Q2 5,810,134 $75,978,000 -$846,053 $13.07 55
2018 Q1 5,872,580 $82,049,000 +$1,513,295 $13.98 48
2017 Q4 5,765,517 $80,353,000 +$1,679,289 $13.92 49
2017 Q3 5,611,789 $79,156,000 +$370,648 $14.11 46
2017 Q2 5,597,116 $78,182,000 +$337,118 $13.97 46
2017 Q1 5,474,414 $78,232,000 -$3,732,955 $14.29 43
2016 Q4 5,744,868 $80,886,000 -$5,700,316 $14.08 45
2016 Q3 6,177,815 $83,535,905 +$2,893,260 $13.52 49
2016 Q2 5,986,716 $77,650,000 +$530,210 $12.97 54
2016 Q1 5,937,710 $76,162,000 +$2,082,184 $12.83 55
2015 Q4 5,616,293 $70,195,000 +$5,721,954 $12.50 59
2015 Q3 4,806,508 $59,790,000 +$1,730,709 $12.44 45
2015 Q2 4,974,104 $64,575,993 +$1,114,731 $12.98 48
2015 Q1 4,935,010 $66,467,391 -$1,074,672 $13.47 49
2014 Q4 5,014,546 $64,431,671 +$11,541,086 $12.85 54
2014 Q3 4,042,547 $55,834,720 +$1,432,035 $13.80 38
2014 Q2 3,935,874 $55,922,169 -$666,221 $14.21 40
2014 Q1 3,986,319 $56,761,797 +$9,558,213 $14.24 42