Latest Period
Q1 2026
Security Snapshot
BlackRock Capital Allocation Term Trust - Common Shares, $0.001 par value (BCAT) Institutional Ownership
CUSIP: 09260U109
13F Institutional Holders and Ownership History from Q3 2020 to Q1 2026
Institutions Reporting
99
Shares (Excl. Options)
19,441,713
Price
$14.13
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- Security type / class
- Equity / Common Shares, $0.001 par value
- Symbol
- BCAT on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 19,441,713
- Total 13F value
- $274,777,680
- Portfolio coverage rank
- 0%
- Share change
- -1,747,462
- Value change
- -$24,849,324
- Number of holders
- 99
- Shares outstanding
- 104,844,107
- SEC-reported price per share
- $14.83
- Insider filing price
- $14.83
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BCAT - BlackRock Capital Allocation Term Trust - Common Shares, $0.001 par value is tracked under CUSIP 09260U109.
- 99 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 106 to 99 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $300,809,097 to $274,777,680.
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
Open SEC evidence
Latest holder context comes from 99 institutions filings for Q1 2026.
Security key
09260U109
Latest holder period
Q1 2026
13F holders
99
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
BCAT full holder history
BlackRock Capital Allocation Term Trust SEC filings
BlackRock Capital Allocation Term Trust insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09260U109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BCAT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4.9% | -4.8% | $77,303,447 | -$3,733,024 | 5,105,908 | -4.6% | Boaz R. Weinstein | 28 Jul 2025 |
As of 31 Mar 2026, 99 institutional investors reported holding 19,441,713 shares of BlackRock Capital Allocation Term Trust - Common Shares, $0.001 par value (BCAT). This represents 19% of the company’s total 104,844,107 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
17%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4.2% | 4,359,751 | +2.7% | 0% | $61,603,305 |
| WELLS FARGO & COMPANY/MN | 2.4% | 2,517,785 | +23% | 0.01% | $35,576,308 |
| COHEN & STEERS, INC. | 1.6% | 1,647,657 | +0.92% | 0.04% | $23,281,000 |
| Penserra Capital Management LLC | 1.5% | 1,551,737 | +8.1% | 0.26% | $21,926,000 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 1,476,778 | +0.02% | 0% | $20,866,872 |
| UBS Group AG | 0.93% | 978,775 | +1.9% | 0% | $13,830,091 |
| Invesco Ltd. | 0.88% | 917,395 | -27% | 0% | $12,962,791 |
| ROYAL BANK OF CANADA | 0.54% | 570,035 | +50% | 0% | $8,055,000 |
| STIFEL FINANCIAL CORP | 0.48% | 501,404 | +6.8% | 0.01% | $7,084,872 |
| LPL Financial LLC | 0.45% | 471,996 | +18% | 0% | $6,669,301 |
| Rockefeller Capital Management L.P. | 0.4% | 418,019 | -2.6% | 0.01% | $5,906,618 |
| Advisors Asset Management, Inc. | 0.34% | 361,265 | +1.8% | 0.08% | $5,104,674 |
| Keebeck Wealth Management | 0.34% | 351,976 | -2.2% | 0.56% | $4,973,430 |
| RAYMOND JAMES FINANCIAL INC | 0.32% | 338,530 | +1.2% | 0% | $4,783,427 |
| Cambridge Investment Research Advisors, Inc. | 0.22% | 229,609 | +7.1% | 0.01% | $3,244,000 |
| Lido Advisors, LLC | 0.18% | 186,316 | +3.2% | 0.01% | $2,632,647 |
| CWM, LLC | 0.12% | 127,774 | +82% | 0% | $1,805,443 |
| AMERIPRISE FINANCIAL INC | 0.11% | 120,460 | -0.27% | 0% | $1,702,095 |
| FIRST TRUST ADVISORS LP | 0.1% | 104,390 | -12% | 0% | $1,475,030 |
| EVOLVE PRIVATE WEALTH, LLC | 0.09% | 99,069 | -0.01% | 0.07% | $1,399,845 |
| PFG Investments, LLC | 0.09% | 97,585 | +29% | 0.06% | $1,378,880 |
| Integrated Wealth Concepts LLC | 0.09% | 97,402 | +6.3% | 0.01% | $1,376,291 |
| Perennial Investment Advisors, LLC | 0.09% | 94,644 | +41% | 0.11% | $1,337,321 |
| OSAIC HOLDINGS, INC. | 0.09% | 91,585 | -7.6% | 0% | $1,294,119 |
| CITADEL ADVISORS LLC | 0.09% | 90,136 | +417% | 0% | $1,273,622 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
23
Latest
Q1 2026
Rows shown
1-23 of 23
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 19,441,713 | $274,777,680 | -$24,849,324 | $14.13 | 99 |
| 2025 Q4 | 21,235,829 | $300,809,097 | +$19,857,041 | $14.16 | 106 |
| 2025 Q3 | 19,648,025 | $290,600,434 | -$83,915,188 | $14.79 | 94 |
| 2025 Q2 | 25,306,021 | $383,133,420 | -$63,547,001 | $15.14 | 91 |
| 2025 Q1 | 29,509,085 | $425,075,919 | -$60,796,812 | $14.40 | 90 |
| 2024 Q4 | 33,734,544 | $511,205,833 | -$37,833,742 | $15.15 | 89 |
| 2024 Q3 | 35,615,832 | $585,832,718 | -$74,773,346 | $16.45 | 80 |
| 2024 Q2 | 40,156,330 | $658,944,466 | -$13,211,023 | $16.41 | 85 |
| 2024 Q1 | 40,787,805 | $679,335,813 | +$49,404,089 | $16.66 | 90 |
| 2023 Q4 | 37,869,827 | $566,187,262 | +$14,236,639 | $14.95 | 85 |
| 2023 Q3 | 35,400,429 | $512,999,710 | +$7,779,717 | $14.49 | 80 |
| 2023 Q2 | 34,777,893 | $530,383,310 | +$21,645,300 | $15.25 | 71 |
| 2023 Q1 | 33,278,367 | $503,834,878 | +$12,041,700 | $15.14 | 71 |
| 2022 Q4 | 32,660,820 | $453,060,612 | +$56,405,489 | $13.87 | 84 |
| 2022 Q3 | 28,122,040 | $382,752,830 | +$31,664,788 | $13.61 | 74 |
| 2022 Q2 | 25,780,512 | $377,743,950 | +$57,920,285 | $14.65 | 67 |
| 2022 Q1 | 22,284,740 | $369,008,680 | +$18,283,114 | $16.56 | 61 |
| 2021 Q4 | 21,127,445 | $410,925,725 | +$144,235,864 | $19.45 | 64 |
| 2021 Q3 | 11,754,518 | $237,431,100 | +$52,812,045 | $20.20 | 38 |
| 2021 Q2 | 9,136,056 | $199,895,410 | +$26,193,015 | $21.88 | 34 |
| 2021 Q1 | 7,940,810 | $163,021,229 | +$58,284,188 | $20.53 | 27 |
| 2020 Q4 | 5,098,012 | $110,980,000 | +$74,176,950 | $21.76 | 26 |
| 2020 Q3 | 1,706,704 | $34,920,000 | +$34,920,000 | $20.46 | 15 |