BCAT Institutional Ownership & Shareholders
BLACKROCK CAPITAL ALLOC TR (BCAT) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $296.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BCAT tracked by InsiderSet, reporting ownership valued at approximately $57.40M 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 $49.43M, representing an estimated loss of -13.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BCAT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Penserra Capital Management Llc, and several other long-term asset managers with concentrated positions in BLACKROCK CAPITAL ALLOC TR (BCAT).
This page ranks the largest institutional BCAT 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
109
Total Reported Value
$296.36M
Largest Holder
Morgan Stanley
Largest Position
$57.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,603,068 | $57,396,899 | $49,434,093 | -$7,962,806 | -13.87% | |
| Wells Fargo & Company/Mn | 0.01% | 2,433,927 | $38,772,464 | $33,393,478 | -$5,378,986 | -13.87% | |
| Penserra Capital Management Llc | 0.20% | 1,613,297 | $25,699,000 | $22,134,435 | -$3,564,565 | -13.87% | |
| Cohen & Steers, Inc. | 0.04% | 1,572,657 | $25,052,000 | $21,576,854 | -$3,475,146 | -13.87% | |
| Bank Of America Corp | 0.00% | 1,551,775 | $24,719,778 | $21,290,353 | -$3,429,425 | -13.87% | |
| Ubs Group Ag | 0.00% | 1,051,479 | $16,750,060 | $14,426,292 | -$2,323,768 | -13.87% | |
| Invesco Ltd. | 0.00% | 699,927 | $11,149,837 | $9,602,998 | -$1,546,839 | -13.87% | |
| Royal Bank Of Canada | 0.00% | 680,442 | $10,839,000 | $9,335,664 | -$1,503,336 | -13.87% | |
| Ameriprise Financial Inc | 0.00% | 580,806 | $9,255,427 | $7,968,658 | -$1,286,769 | -13.90% | |
| Lpl Financial Llc | 0.00% | 464,975 | $7,407,045 | $6,379,457 | -$1,027,588 | -13.87% | |
| Rockefeller Capital Management L.P. | 0.01% | 442,872 | $7,054,963 | $6,076,204 | -$978,759 | -13.87% | |
| Stifel Financial Corp | 0.01% | 401,718 | $6,399,375 | $5,511,571 | -$887,804 | -13.87% | |
| Raymond James Financial Inc | 0.00% | 356,329 | $5,676,326 | $4,888,834 | -$787,492 | -13.87% | |
| Keebeck Wealth Management | 0.55% | 351,976 | $5,606,988 | $4,829,111 | -$777,877 | -13.87% | |
| Lido Advisors, Llc | 0.01% | 189,561 | $3,019,711 | $2,600,777 | -$418,934 | -13.87% | |
| Jane Street Group, Llc | 0.00% | 124,513 | $1,983,492 | $1,708,318 | -$275,174 | -13.87% | |
| Perennial Investment Advisors, Llc | 0.12% | 114,613 | $1,825,806 | $1,572,490 | -$253,316 | -13.87% | |
| Cwm, Llc | 0.00% | 127,774 | $1,805,443 | $1,753,059 | -$52,384 | -2.90% | |
| Osaic Holdings, Inc. | 0.00% | 104,070 | $1,657,866 | $1,427,840 | -$230,026 | -13.87% | |
| Pfg Investments, Llc | 0.06% | 101,590 | $1,618,333 | $1,393,815 | -$224,518 | -13.87% | |
| Baird Financial Group, Inc. | 0.00% | 90,490 | $1,441,506 | $1,241,523 | -$199,983 | -13.87% | |
| Aviance Capital Partners, Llc | 0.15% | 88,409 | $1,408,360 | $1,212,971 | -$195,389 | -13.87% | |
| Thrivent Financial For Lutherans | 0.00% | 86,649 | $1,381,000 | $1,188,824 | -$192,176 | -13.92% | |
| Clearstead Advisors, Llc | 0.01% | 83,423 | $1,328,929 | $1,144,564 | -$184,365 | -13.87% | |
| Cetera Investment Advisers | 0.00% | 81,181 | $1,293,215 | $1,113,803 | -$179,412 | -13.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 80,879 | $1,288,398 | $1,109,660 | -$178,738 | -13.87% | |
| Janney Montgomery Scott Llc | 0.00% | 80,205 | $1,278,000 | $1,100,413 | -$177,587 | -13.90% | |
| Integrated Wealth Concepts Llc | 0.01% | 77,119 | $1,228,501 | $1,058,073 | -$170,428 | -13.87% | |
| Formidable Asset Management, Llc | 0.18% | 80,117 | $1,132,053 | $1,099,205 | -$32,848 | -2.90% | |
| First Trust Advisors Lp | 0.00% | 61,199 | $974,900 | $839,650 | -$135,250 | -13.87% | |
| Corecap Advisors, Llc | 0.02% | 62,291 | $853,394 | $854,633 | +$1,239 | +0.15% | |
| Winebrenner Capital Management Llc | 0.53% | 60,000 | $822,000 | $823,200 | +$1,200 | +0.15% | |
| Bramshill Investments, Llc | 0.06% | 51,268 | $816,699 | $703,397 | -$113,302 | -13.87% | |
| Evolve Private Wealth, Llc | 0.05% | 51,089 | $813,848 | $700,941 | -$112,907 | -13.87% | |
| &Partners | 0.00% | 49,364 | $786,375 | $677,274 | -$109,101 | -13.87% | |
| Mathes Company, Inc. | 0.23% | 46,000 | $733,000 | $631,120 | -$101,880 | -13.90% | |
| Triumph Capital Management | 0.13% | 43,443 | $692,047 | $596,038 | -$96,009 | -13.87% | |
| Summit Financial, Llc | 0.01% | 42,396 | $675,368 | $581,673 | -$93,695 | -13.87% | |
| Td Capital Management Llc | 0.05% | 37,467 | $596,855 | $514,047 | -$82,808 | -13.87% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 35,850 | $571,091 | $491,862 | -$79,229 | -13.87% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 35,850 | $571,091 | $491,862 | -$79,229 | -13.87% | |
| Amplius Wealth Advisors, Llc | 0.04% | 35,290 | $562,164 | $484,179 | -$77,985 | -13.87% | |
| Corient Private Wealth Llc | 0.00% | 34,651 | $551,990 | $475,412 | -$76,578 | -13.87% | |
| Joseph P. Lucia & Associates, Llc | 0.16% | 33,547 | $534,404 | $460,265 | -$74,139 | -13.87% | |
| Bison Wealth, Llc | 0.05% | 33,077 | $528,901 | $453,816 | -$75,085 | -14.20% | |
| Advisors Asset Management, Inc. | 0.01% | 27,046 | $526,045 | $371,071 | -$154,974 | -29.46% | |
| Oneascent Family Office, Llc | 0.25% | 31,259 | $497,956 | $428,873 | -$69,083 | -13.87% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 28,536 | $454,580 | $391,514 | -$63,066 | -13.87% | |
| Quantinno Capital Management Lp | 0.00% | 27,000 | $430,126 | $370,440 | -$59,686 | -13.88% | |
| Envestnet Asset Management Inc | 0.00% | 26,329 | $419,425 | $361,234 | -$58,191 | -13.87% |
Frequently asked questions about BCAT
Who are the largest institutional holders of BCAT?
The largest institutional holders of BCAT reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Penserra Capital Management Llc, Cohen & Steers, Inc., and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported BCAT position.
What is BCAT institutional ownership?
This page tracks BCAT positions reported by institutional investment managers through SEC Form 13F. BLACKROCK CAPITAL ALLOC TR (BCAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BCAT?
InsiderSet currently tracks 109 institutional managers reporting BCAT 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 BCAT shareholders.
How much BCAT stock do institutions own?
Institutional investment managers disclosed approximately $296.36M in BCAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BCAT institutional ownership last updated?
The latest BCAT 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 BCAT 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 BCAT position after the reporting date.
Are institutions buying or selling BCAT?
Institutional buying and selling can be analyzed by comparing BCAT positions across consecutive 13F reporting periods. InsiderSet's BCAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BCAT ownership changes.
How has BCAT institutional ownership changed over time?
InsiderSet tracks BCAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.