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
$11.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,635,744
Total reported value
$97,901,134
% of total 13F portfolios
0%
Share change
+521,457
Value change
+$8,821,645
Number of holders
77
Price from insider filings
$11.45
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 31 Dec 2025, 77 institutional investors reported holding 8,635,744 shares of BLACKROCK FLOATING RATE INCOME TRUST - Common (BGT). This represents 34% 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 32% 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 6% 1,516,493 +1.8% 0.13% $17,181,866
Penserra Capital Management LLC 3.2% 821,498 +10% 0.11% $9,307,000
LPL Financial LLC 3% 761,509 +8.3% 0% $8,627,896
MORGAN STANLEY 2.8% 710,689 +4% 0% $8,052,108
UBS Group AG 1.7% 443,480 -4.7% 0% $5,024,628
READYSTATE ASSET MANAGEMENT LP 1.7% 441,604 0.22% $5,003,373
Invesco Ltd. 1.7% 420,626 +21% 0% $4,765,692
Advisors Asset Management, Inc. 1.5% 390,188 -3.8% 0.07% $4,420,830
AMERIPRISE FINANCIAL INC 1.5% 373,066 -27% 0% $4,226,838
INTEGRITY ALLIANCE, LLC. 1.5% 371,982 +5.5% 0.15% $4,214,562
Ethos Financial Group, LLC 1.2% 296,918 -6.1% 0.25% $3,364,084
Cerity Partners LLC 0.86% 219,158 0% $2,483,058
Balyasny Asset Management L.P. 0.83% 211,230 +943% 0% $2,393,236
ABSOLUTE INVESTMENT ADVISERS, LLC 0.78% 198,426 0.26% $2,275,946
WOLVERINE ASSET MANAGEMENT LLC 0.46% 118,032 0.02% $1,337,303
RAYMOND JAMES FINANCIAL INC 0.44% 111,879 +114% 0% $1,267,582
BANK OF AMERICA CORP /DE/ 0.41% 105,105 -17% 0% $1,190,835
MML INVESTORS SERVICES, LLC 0.41% 104,675 +0.68% 0% $1,185,962
Byrne Asset Management LLC 0.37% 95,000 0.59% $1,076,350
ICON ADVISERS INC/CO 0.32% 82,618 0.2% $936,062
Quarry LP 0.31% 79,163 0.22% $896,917
MELFA WEALTH MANAGEMENT, INC. 0.3% 77,092 -2.1% 0.5% $873,450
COHEN & STEERS, INC. 0.3% 76,865 0% 0% $871,000
JANE STREET GROUP, LLC 0.28% 71,614 0% $811,387
OSAIC HOLDINGS, INC. 0.27% 69,003 +19% 0% $781,809

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 8,635,744 $97,901,134 +$8,821,645 $11.33 77
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