BLACKROCK CA MUNI INC TR (BFZ) Top Institutional Shareholders
BLACKROCK CA MUNI INC TR (BFZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended December 31, 2025. The institutional investors covered on this page collectively reported approximately $320,052 in BFZ holdings during the latest filing period.
Tortuga Wealth Management, Inc is currently the largest disclosed institutional shareholder of BFZ tracked by InsiderSet, reporting ownership valued at approximately $320,052 in its December 31, 2025 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BFZ value among the investors covered in this analysis. Major shareholders include Tortuga Wealth Management, Inc, and several other long-term asset managers with concentrated positions in BLACKROCK CA MUNI INC TR (BFZ).
This page ranks the largest institutional BFZ 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
1
Total Reported Value
$320,052
Largest Holder
Tortuga Wealth Management, Inc
Largest Position
$320,052
Insider Transactions (90d)
0
Latest Filing Quarter
Q4 2025
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tortuga Wealth Management, Inc | 0.34% | 29,800 | $320,052 | — | — | — |
Frequently asked questions about BFZ
Who owns the most BFZ stock?
The largest holders of BFZ 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 CA MUNI INC TR (BFZ).
Is BFZ widely held by superinvestors?
Many widely followed stocks like BFZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BFZ 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.