BBN Institutional Ownership & Shareholders
BLACKROCK TAXABLE MUNI BND (BBN) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $421.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of BBN tracked by InsiderSet, reporting ownership valued at approximately $127.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $117.09M, representing an estimated loss of -8.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed BBN value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Eagle Bluffs Wealth Management Llc, and several other long-term asset managers with concentrated positions in BLACKROCK TAXABLE MUNI BND (BBN).
This page ranks the largest institutional BBN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
110
Total Reported Value
$421.19M
Largest Holder
Sit Investment Associates Inc
Largest Position
$127.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2.41% | 7,890,277 | $127,586,000 | $117,091,711 | -$10,494,289 | -8.23% | |
| Morgan Stanley | 0.00% | 5,273,293 | $85,269,148 | $78,255,668 | -$7,013,480 | -8.23% | |
| Eagle Bluffs Wealth Management Llc | 12.22% | 2,467,519 | $35,532,270 | $36,617,982 | +$1,085,712 | +3.06% | |
| Rivernorth Capital Management, Llc | 1.25% | 1,622,646 | $26,238,186 | $24,080,067 | -$2,158,119 | -8.23% | |
| Wells Fargo & Company/Mn | 0.00% | 845,624 | $13,673,739 | $12,549,060 | -$1,124,679 | -8.23% | |
| Ubs Group Ag | 0.00% | 810,866 | $13,111,704 | $12,033,251 | -$1,078,453 | -8.23% | |
| Raymond James Financial Inc | 0.00% | 759,916 | $12,287,835 | $11,277,153 | -$1,010,682 | -8.23% | |
| Bank Of America Corp | 0.00% | 727,907 | $11,770,252 | $10,802,140 | -$968,112 | -8.23% | |
| Royal Bank Of Canada | 0.00% | 643,781 | $10,410,000 | $9,553,710 | -$856,290 | -8.23% | |
| Lpl Financial Llc | 0.00% | 701,540 | $10,102,169 | $10,410,854 | +$308,685 | +3.06% | |
| Invesco Ltd. | 0.00% | 594,774 | $9,617,496 | $8,826,446 | -$791,050 | -8.23% | |
| M&T Bank Corp | 0.03% | 504,996 | $8,165,746 | $7,494,141 | -$671,605 | -8.22% | |
| Ameriprise Financial Inc | 0.00% | 467,984 | $7,569,402 | $6,944,883 | -$624,519 | -8.25% | |
| Focus Partners Wealth | 0.00% | 178,616 | $2,888,234 | $2,650,661 | -$237,573 | -8.23% | |
| Intellectus Partners, Llc | 0.46% | 164,884 | $2,666,174 | $2,446,879 | -$219,295 | -8.23% | |
| Osaic Holdings, Inc. | 0.00% | 152,968 | $2,473,628 | $2,270,045 | -$203,583 | -8.23% | |
| Broyhill Asset Management, Llc | 2.13% | 148,461 | $2,400,614 | $2,203,161 | -$197,453 | -8.23% | |
| Benjamin Edwards Inc | 0.02% | 146,684 | $2,371,850 | $2,176,791 | -$195,059 | -8.22% | |
| Envestnet Asset Management Inc | 0.00% | 132,763 | $2,146,785 | $1,970,203 | -$176,582 | -8.23% | |
| Riverbridge Partners Llc | 0.05% | 124,509 | $1,792,930 | $1,847,714 | +$54,784 | +3.06% | |
| 1607 Capital Partners, Llc | 0.14% | 101,975 | $1,648,936 | $1,513,309 | -$135,627 | -8.23% | |
| Stifel Financial Corp | 0.00% | 92,265 | $1,491,948 | $1,369,213 | -$122,735 | -8.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 84,825 | $1,221,490 | $1,258,803 | +$37,313 | +3.05% | |
| Petra Financial Advisors Inc | 0.53% | 71,225 | $1,151,710 | $1,056,979 | -$94,731 | -8.23% | |
| Baird Financial Group, Inc. | 0.00% | 65,980 | $1,066,897 | $979,143 | -$87,754 | -8.23% | |
| Primoris Wealth Advisors, Llc | 0.48% | 71,740 | $1,033,058 | $1,064,622 | +$31,564 | +3.06% | |
| Noble Wealth Management Pbc | 0.47% | 71,547 | $1,030,277 | $1,061,757 | +$31,480 | +3.06% | |
| United Capital Financial Advisors, Llc | 0.01% | 57,751 | $933,838 | $857,025 | -$76,813 | -8.23% | |
| Janney Montgomery Scott Llc | 0.00% | 56,939 | $921,000 | $844,975 | -$76,025 | -8.25% | |
| Rareview Capital Llc | 0.42% | 62,446 | $899,222 | $926,699 | +$27,477 | +3.06% | |
| Lifetime Wealth Management P.C. | 0.51% | 59,358 | $854,753 | $880,873 | +$26,120 | +3.06% | |
| Savvy Advisors, Inc. | 0.02% | 51,486 | $832,526 | $764,052 | -$68,474 | -8.22% | |
| Natural Investments, Llc | 0.17% | 56,180 | $808,997 | $833,711 | +$24,714 | +3.05% | |
| Guggenheim Capital Llc | 0.01% | 49,002 | $792,363 | $727,190 | -$65,173 | -8.23% | |
| Newedge Advisors, Llc | 0.00% | 48,026 | $776,587 | $712,706 | -$63,881 | -8.23% | |
| Corient Private Wealth Llc | 0.00% | 47,761 | $772,295 | $708,773 | -$63,522 | -8.23% | |
| Orleans Capital Management Corp/La | 0.33% | 39,265 | $634,915 | $582,693 | -$52,222 | -8.23% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 43,945 | $632,808 | $652,144 | +$19,336 | +3.06% | |
| Integrity Wealth Partners, Llc | 0.47% | 41,925 | $603,720 | $622,167 | +$18,447 | +3.06% | |
| Addison Capital Co | 0.09% | 35,786 | $578,660 | $531,064 | -$47,596 | -8.23% | |
| Oder Investment Management, Llc | 0.39% | 35,566 | $575,102 | $527,799 | -$47,303 | -8.23% | |
| Westview Management Dba Westview Investment Advisors | 0.28% | 35,005 | $566,031 | $519,474 | -$46,557 | -8.23% | |
| Access Financial Services, Inc. | 0.18% | 33,785 | $546,303 | $501,369 | -$44,934 | -8.23% | |
| Apollon Wealth Management, Llc | 0.01% | 35,686 | $513,878 | $529,580 | +$15,702 | +3.06% | |
| Cetera Investment Advisers | 0.00% | 31,744 | $513,309 | $471,081 | -$42,228 | -8.23% | |
| Kestra Private Wealth Services, Llc | 0.01% | 35,137 | $505,970 | $521,433 | +$15,463 | +3.06% | |
| New England Private Wealth Advisors Llc | 0.05% | 34,426 | $495,733 | $510,882 | +$15,149 | +3.06% | |
| Xtx Topco Ltd | 0.01% | 28,670 | $463,594 | $425,463 | -$38,131 | -8.23% | |
| Walker Asset Management, Llc | 0.23% | 31,421 | $452,461 | $466,288 | +$13,827 | +3.06% | |
| Basso Capital Management, L.P. | 0.10% | 30,000 | $432,000 | $445,200 | +$13,200 | +3.06% |
Frequently asked questions about BBN
Who are the largest institutional holders of BBN?
The largest institutional holders of BBN reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Morgan Stanley, Eagle Bluffs Wealth Management Llc, Rivernorth Capital Management, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported BBN position.
What is BBN institutional ownership?
This page tracks BBN positions reported by institutional investment managers through SEC Form 13F. BLACKROCK TAXABLE MUNI BND (BBN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBN?
InsiderSet currently tracks 110 institutional managers reporting BBN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BBN shareholders.
How much BBN stock do institutions own?
Institutional investment managers disclosed approximately $421.19M in BBN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBN institutional ownership last updated?
The latest BBN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BBN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BBN position after the reporting date.
Are institutions buying or selling BBN?
Institutional buying and selling can be analyzed by comparing BBN positions across consecutive 13F reporting periods. InsiderSet's BBN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBN ownership changes.
How has BBN institutional ownership changed over time?
InsiderSet tracks BBN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.