Security Snapshot

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

CUSIP: 092508100

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

13F reference period

Q3 2026

Institutions Reporting

92

Shares (Excl. Options)

14.99MFull value: 14,985,691 · shares · 30 Sep 2026

Price

$9.31

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
BTZ on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
14,985,691
Latest holder snapshot 5 signals
Total 13F value
$139,567,278
Portfolio coverage rank
0%
Share change
-116,959
Value change
-$1,492,430
Number of holders
92
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
94,105,569
SEC-reported price per share
$9.31
Insider filing price
$9.31
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BTZ - BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock is tracked under CUSIP 092508100.
  • 92 institutions reported positions in Q3 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 156 to 92 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $354.04MFull value: $354,035,263 · USD · 30 Jun 2026
    to
    $139.57MFull value: $139,567,278 · 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 92 institutions filings for Q3 2026.

Open SEC evidence

Security key

092508100

13F reference period

Q3 2026

13F holders

92

13D/G owners

1

CIK / CUSIP context first

Open Q3 2026 holders BTZ full holder history BLACKROCK CREDIT ALLOCATION INCOME TRUST SEC filings BLACKROCK CREDIT ALLOCATION INCOME TRUST 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
1
Security
BTZ
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BANK OF AMERICA CORP /DE/ 5.1% +2% $49,241,680 +$1,827,132 4,799,384 +3.9% BANK OF AMERICA CORP /DE/ 30 Jun 2026
As of 30 Sep 2026, 92 institutional investors reported holding
14.99MFull value: 14,985,691 · shares · 30 Sep 2026
shares of BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ). This represents 16% of the company’s total
94.11MFull value: 94,105,569 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 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
MORGAN STANLEY 5.3% 5,014,754 -5.6% 0% $46,687,368
RAYMOND JAMES FINANCIAL INC 1.6% 1,506,155 +1% 0% $14,022,305
Invesco Ltd. 1.3% 1,234,465 -1.9% 0% $11,492,869
Sowell Financial Services LLC 0.86% 806,939 +6% 0.24% $7,512,606
D.A. DAVIDSON & CO. 0.82% 769,384 +58% 0.04% $7,162,972
Capital Investment Advisors, LLC 0.66% 621,021 -7.1% 0.08% $5,781,706
LPL Financial LLC 0.6% 560,055 -1.4% 0% $5,214,113
Rareview Capital LLC 0.49% 459,313 +9.3% 2% $4,276,204
Karpus Management, Inc. 0.41% 381,840 +218% 0.11% $3,554,930
CARY STREET PARTNERS FINANCIAL LLC 0.35% 332,222 +2.3% 0.06% $3,092,991
Smith Asset Management Co., LLC 0.29% 269,620 -1.4% 2% $2,510,166
FIRST TRUST ADVISORS LP 0.28% 261,599 +17% 0% $2,435,486
Edgemoor Investment Advisors, Inc. 0.26% 240,616 -1.9% 0.16% $2,240,135
Thrivent Financial for Lutherans 0.26% 240,311 0% 0% $2,237,000
Waterfront Wealth Inc. 0.13% 123,340 +0.7% 0.19% $1,172,822
Kestra Advisory Services, LLC 0.12% 110,431 0% $1,028,117
IBEX WEALTH ADVISORS 0.11% 107,875 +1.7% 0.08% $1,004,320
RIVERBRIDGE PARTNERS LLC 0.1% 96,329 +3.4% 0.03% $896,823
Stolper Co 0.09% 87,411 -0.41% 0.21% $814,000
Cetera Investment Advisers 0.09% 85,303 -12% 0% $794,179
FELL CAPITAL MANAGEMENT /ADV 0.08% 78,200 -2.5% 0.63% $728,042
Focus Partners Wealth 0.08% 74,500 -1.2% 0% $693,595
ELEVATION POINT WEALTH PARTNERS, LLC 0.08% 73,820 -7.1% 0.01% $687,260
Advisors Asset Management, Inc. 0.08% 71,964 0.02% $669,985
Chicago Partners Investment Group LLC 0.06% 57,056 -1.3% 0.01% $540,320

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 14,985,691 $139,567,278 -$1,492,430 $9.31 92
2026 Q2 34,614,543 $354,035,263 +$4,985,042 $10.22 156
2026 Q1 34,104,782 $344,686,821 -$300,155 $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
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