Security Snapshot

BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ) Institutional Ownership

CUSIP: 092508100

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

Latest Period

Q1 2026

Institutions Reporting

154

Shares (Excl. Options)

34,083,049

Price

$10.10

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+19,115
Value change
-$298,782
Number of holders
154
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
92,426,020
SEC-reported price per share
$10.28
Insider filing price
$10.28
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BTZ - BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock is tracked under CUSIP 092508100.
  • 154 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 155 to 154 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $369,940,260 to $344,467,319.

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 154 institutions filings for Q1 2026.

Open SEC evidence

Security key

092508100

Latest holder period

Q1 2026

13F holders

154

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
1
Security
BTZ
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BANK OF AMERICA CORP /DE/ 5% -6% $46,952,418 -$2,873,919 4,621,301 -5.8% BANK OF AMERICA CORP /DE/ 31 Mar 2026

As of 31 Mar 2026, 154 institutional investors reported holding 34,083,049 shares of BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ). This represents 37% of the company’s total 92,426,020 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
33%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 7.5% 6,941,861 +8% 1.4% $70,113,000
MORGAN STANLEY 5.5% 5,116,716 +1.5% 0% $51,678,847
BANK OF AMERICA CORP /DE/ 5% 4,594,698 -14% 0% $46,406,450
GUGGENHEIM CAPITAL LLC 2.1% 1,919,779 -3.5% 0.15% $19,389,768
RAYMOND JAMES FINANCIAL INC 1.6% 1,512,252 -0.07% 0% $15,273,750
Invesco Ltd. 1.3% 1,246,526 +25% 0% $12,589,913
WELLS FARGO & COMPANY/MN 1.1% 1,008,333 -7.8% 0% $10,184,166
LPL Financial LLC 0.94% 867,643 -13% 0% $8,763,189
ROYAL BANK OF CANADA 0.82% 762,220 -12% 0% $7,698,000
Capital Investment Advisors, LLC 0.79% 729,312 -14% 0.11% $7,366,049
Sowell Financial Services LLC 0.77% 712,301 +8.8% 0.27% $7,194,239
Allspring Global Investments Holdings, LLC 0.67% 617,201 +37% 0.01% $6,233,730
UBS Group AG 0.64% 595,265 -11% 0% $6,012,177
D.A. DAVIDSON & CO. 0.41% 382,991 +60% 0.02% $3,868,218
AMERIPRISE FINANCIAL INC 0.4% 371,215 +14% 0% $3,749,267
Rareview Capital LLC 0.4% 367,912 +158% 2.4% $4,017,599
COHEN & STEERS, INC. 0.36% 331,022 0% 0.01% $3,343,000
Steward Partners Investment Advisory, LLC 0.35% 320,311 -3.2% 0.02% $3,235,143
CARY STREET PARTNERS FINANCIAL LLC 0.33% 301,781 +19% 0.08% $3,047,989
Emissary Wealth LLC 0.3% 279,689 +5.8% 2.6% $2,824,859
Smith Asset Management Co., LLC 0.3% 276,288 -1.1% 2.4% $2,790,512
Edgemoor Investment Advisors, Inc. 0.28% 257,803 -0.96% 0.2% $2,603,810
Thrivent Financial for Lutherans 0.26% 240,311 +5.6% 0% $2,427,000
Cetera Investment Advisers 0.26% 236,069 +13% 0% $2,384,295
FIRST TRUST ADVISORS LP 0.23% 209,683 +60% 0% $2,117,798

Quarter history

Institutional holders across reporting periods

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

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 34,083,049 $344,467,319 -$298,782 $10.10 154
2025 Q4 34,161,807 $369,940,260 +$3,963,749 $10.83 155
2025 Q3 33,256,708 $367,422,269 -$3,265,021 $11.05 150
2025 Q2 33,604,385 $366,952,473 +$3,062,929 $10.92 143
2025 Q1 33,324,155 $357,189,358 +$4,263,182 $10.72 144
2024 Q4 32,969,804 $349,383,180 +$9,414,703 $10.46 157
2024 Q3 31,314,393 $353,095,056 -$21,945,584 $11.28 134
2024 Q2 33,399,143 $357,700,182 +$1,096,590 $10.71 139
2024 Q1 33,340,800 $356,219,690 -$9,302,688 $10.69 141
2023 Q4 34,250,388 $353,527,583 +$9,885,897 $10.32 150
2023 Q3 32,883,928 $318,178,300 -$169,068 $9.68 134
2023 Q2 32,748,650 $332,397,073 +$5,739,174 $10.15 139
2023 Q1 32,178,844 $331,133,956 -$5,337,049 $10.29 138
2022 Q4 32,911,392 $332,706,342 -$1,769,124 $10.10 150
2022 Q3 33,002,427 $314,944,485 +$2,430,527 $9.54 146
2022 Q2 32,753,553 $356,812,859 +$60,258,615 $10.89 143
2022 Q1 31,802,440 $399,247,688 +$2,197,235 $12.56 136
2021 Q4 30,778,725 $462,934,771 -$15,506,059 $15.05 136
2021 Q3 31,737,025 $480,798,837 -$4,573,462 $15.15 133
2021 Q2 32,032,572 $499,370,747 -$19,720,318 $15.59 130
2021 Q1 33,323,099 $489,265,786 +$35,529,272 $14.68 131
2020 Q4 30,921,902 $454,894,365 -$17,703,707 $14.71 134
2020 Q3 31,960,176 $454,416,765 -$103,107,334 $14.22 124
2020 Q2 40,136,942 $529,838,616 +$61,116,135 $13.20 127
2020 Q1 34,655,741 $404,457,317 -$95,617,421 $11.66 126
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