BLACKROCK CAPITAL ALLOC TR (BCAT) Institutional Shareholders
BLACKROCK CAPITAL ALLOC TR (BCAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $227.03M in BCAT holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BCAT tracked by InsiderSet, reporting ownership valued at approximately $61.60M in its March 31, 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 $69.89M, representing an estimated gain of +13.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed BCAT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Bank Of America Corp, 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
105
Total Reported Value
$227.03M
Largest Holder
Morgan Stanley
Largest Position
$61.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
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% | 4,359,752 | $61,603,330 | $69,886,825 | +$8,283,495 | +13.45% | |
| Wells Fargo & Company/Mn | 0.01% | 2,517,785 | $35,576,308 | $40,360,094 | +$4,783,786 | +13.45% | |
| Bank Of America Corp | 0.00% | 1,476,778 | $20,866,872 | $23,672,751 | +$2,805,879 | +13.45% | |
| Ubs Group Ag | 0.00% | 978,775 | $13,830,091 | $15,689,763 | +$1,859,672 | +13.45% | |
| Invesco Ltd. | 0.00% | 917,395 | $12,962,791 | $14,705,842 | +$1,743,051 | +13.45% | |
| Royal Bank Of Canada | 0.00% | 570,035 | $8,055,000 | $9,137,661 | +$1,082,661 | +13.44% | |
| Stifel Financial Corp | 0.01% | 501,404 | $7,084,872 | $8,037,506 | +$952,634 | +13.45% | |
| Lpl Financial Llc | 0.00% | 471,996 | $6,669,301 | $7,566,096 | +$896,795 | +13.45% | |
| Rockefeller Capital Management L.P. | 0.01% | 418,019 | $5,906,618 | $6,700,845 | +$794,227 | +13.45% | |
| Advisors Asset Management, Inc. | 0.08% | 361,265 | $5,104,674 | $5,791,078 | +$686,404 | +13.45% | |
| Keebeck Wealth Management | 0.56% | 351,976 | $4,973,430 | $5,642,175 | +$668,745 | +13.45% | |
| Raymond James Financial Inc | 0.00% | 338,530 | $4,783,427 | $5,426,636 | +$643,209 | +13.45% | |
| Lido Advisors, Llc | 0.01% | 186,316 | $2,632,647 | $2,986,645 | +$353,998 | +13.45% | |
| Cwm, Llc | 0.00% | 127,774 | $1,805,443 | $2,048,217 | +$242,774 | +13.45% | |
| Ameriprise Financial Inc | 0.00% | 120,460 | $1,702,095 | $1,930,974 | +$228,879 | +13.45% | |
| Pfg Investments, Llc | 0.06% | 101,590 | $1,618,333 | $1,628,488 | +$10,155 | +0.63% | |
| First Trust Advisors Lp | 0.00% | 104,390 | $1,475,030 | $1,673,372 | +$198,342 | +13.45% | |
| Aviance Capital Partners, Llc | 0.15% | 88,409 | $1,408,360 | $1,417,196 | +$8,836 | +0.63% | |
| Evolve Private Wealth, Llc | 0.07% | 99,069 | $1,399,845 | $1,588,076 | +$188,231 | +13.45% | |
| Integrated Wealth Concepts Llc | 0.01% | 97,402 | $1,376,291 | $1,561,354 | +$185,063 | +13.45% | |
| Perennial Investment Advisors, Llc | 0.11% | 94,644 | $1,337,321 | $1,517,143 | +$179,822 | +13.45% | |
| Osaic Holdings, Inc. | 0.00% | 91,585 | $1,294,119 | $1,468,108 | +$173,989 | +13.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 80,879 | $1,288,398 | $1,296,490 | +$8,092 | +0.63% | |
| Citadel Advisors Llc | 0.00% | 90,136 | $1,273,622 | $1,444,880 | +$171,258 | +13.45% | |
| Baird Financial Group, Inc. | 0.00% | 88,675 | $1,252,978 | $1,421,460 | +$168,482 | +13.45% | |
| Clearstead Advisors, Llc | 0.01% | 83,423 | $1,178,767 | $1,337,271 | +$158,504 | +13.45% | |
| Jane Street Group, Llc | 0.00% | 81,139 | $1,146,494 | $1,300,658 | +$154,164 | +13.45% | |
| Formidable Asset Management, Llc | 0.18% | 80,117 | $1,132,053 | $1,284,276 | +$152,223 | +13.45% | |
| Cetera Investment Advisers | 0.00% | 72,540 | $1,024,994 | $1,162,816 | +$137,822 | +13.45% | |
| Winebrenner Capital Management Llc | 0.55% | 57,000 | $908,010 | $913,710 | +$5,700 | +0.63% | |
| Corecap Advisors, Llc | 0.02% | 48,146 | $766,970 | $771,780 | +$4,810 | +0.63% | |
| Bramshill Investments, Llc | 0.06% | 50,677 | $716,066 | $812,352 | +$96,286 | +13.45% | |
| Triumph Capital Management | 0.13% | 43,443 | $692,047 | $696,391 | +$4,344 | +0.63% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 48,844 | $690,166 | $782,969 | +$92,803 | +13.45% | |
| &Partners | 0.00% | 47,914 | $677,024 | $768,061 | +$91,037 | +13.45% | |
| Quantinno Capital Management Lp | 0.00% | 41,232 | $582,622 | $660,949 | +$78,327 | +13.44% | |
| Amplius Wealth Advisors, Llc | 0.04% | 35,290 | $562,164 | $565,699 | +$3,535 | +0.63% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 38,150 | $539,060 | $611,545 | +$72,485 | +13.45% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 38,150 | $539,060 | $611,545 | +$72,485 | +13.45% | |
| Bison Wealth, Llc | 0.05% | 33,077 | $528,901 | $530,224 | +$1,323 | +0.25% | |
| Td Capital Management Llc | 0.05% | 35,663 | $503,925 | $571,678 | +$67,753 | +13.45% | |
| Joseph P. Lucia & Associates, Llc | 0.17% | 33,277 | $470,204 | $533,430 | +$63,226 | +13.45% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 28,536 | $454,580 | $457,432 | +$2,852 | +0.63% | |
| Captrust Financial Advisors | 0.00% | 24,505 | $346,256 | $392,815 | +$46,559 | +13.45% | |
| Prosperity Consulting Group, Llc | 0.02% | 24,141 | $341,112 | $386,980 | +$45,868 | +13.45% | |
| Truist Financial Corp | 0.00% | 19,761 | $314,796 | $316,769 | +$1,973 | +0.63% | |
| Northrock Partners, Llc | 0.00% | 21,281 | $300,701 | $341,134 | +$40,433 | +13.45% | |
| Sanctuary Advisors, Llc | 0.00% | 21,229 | $299,970 | $340,301 | +$40,331 | +13.44% | |
| Seacrest Wealth Management, Llc | 0.03% | 18,099 | $288,317 | $290,127 | +$1,810 | +0.63% | |
| Eagle Rock Investment Company, Llc | 0.04% | 17,902 | $285,179 | $286,969 | +$1,790 | +0.63% |
Frequently asked questions about BCAT
Who owns the most BCAT stock?
The largest holders of BCAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK CAPITAL ALLOC TR (BCAT).
Is BCAT widely held by superinvestors?
Many widely followed stocks like BCAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BCAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.