BGR Institutional Ownership & Shareholders
BLACKROCK ENRGY & RES TR (BGR) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $95.02M 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 BGR tracked by InsiderSet, reporting ownership valued at approximately $18.04M 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 $23.06M, representing an estimated gain of +27.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed BGR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Invesco Ltd., City Of London Investment Management Co Ltd, and several other long-term asset managers with concentrated positions in BLACKROCK ENRGY & RES TR (BGR).
This page ranks the largest institutional BGR 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
84
Total Reported Value
$95.02M
Largest Holder
Morgan Stanley
Largest Position
$18.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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% | 1,217,122 | $18,037,757 | $23,064,462 | +$5,026,705 | +27.87% | |
| Invesco Ltd. | 0.00% | 438,330 | $6,496,051 | $8,306,354 | +$1,810,303 | +27.87% | |
| City Of London Investment Management Co Ltd | 0.41% | 361,231 | $6,104,804 | $6,845,327 | +$740,523 | +12.13% | |
| Wells Fargo & Company/Mn | 0.00% | 403,501 | $5,979,884 | $7,646,344 | +$1,666,460 | +27.87% | |
| Advisors Asset Management, Inc. | 0.06% | 459,968 | $4,360,497 | $8,716,394 | +$4,355,897 | +99.89% | |
| Cypress Capital Management Llc (Wy) | 3.49% | 281,912 | $4,177,936 | $5,342,232 | +$1,164,296 | +27.87% | |
| Raymond James Financial Inc | 0.00% | 266,994 | $3,956,851 | $5,059,536 | +$1,102,685 | +27.87% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.08% | 238,075 | $3,528,272 | $4,511,521 | +$983,249 | +27.87% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 237,874 | $3,525,293 | $4,507,712 | +$982,419 | +27.87% | |
| Ubs Group Ag | 0.00% | 205,375 | $3,043,657 | $3,891,856 | +$848,199 | +27.87% | |
| Lpl Financial Llc | 0.00% | 188,142 | $2,788,266 | $3,565,291 | +$777,025 | +27.87% | |
| Wolverine Asset Management Llc | 0.03% | 160,737 | $2,716,455 | $3,045,966 | +$329,511 | +12.13% | |
| Bank Of America Corp | 0.00% | 143,633 | $2,128,635 | $2,721,845 | +$593,210 | +27.87% | |
| Royal Bank Of Canada | 0.00% | 140,300 | $2,079,000 | $2,658,685 | +$579,685 | +27.88% | |
| Logan Stone Capital, Llc | 0.37% | 119,093 | $1,764,958 | $2,256,812 | +$491,854 | +27.87% | |
| Z3 Capital Partners, Llc | 0.29% | 94,281 | $1,397,249 | $1,786,625 | +$389,376 | +27.87% | |
| Saba Capital Management, L.P. | 0.04% | 93,440 | $1,384,781 | $1,770,688 | +$385,907 | +27.87% | |
| Moors & Cabot, Inc. | 0.05% | 92,225 | $1,366,775 | $1,747,664 | +$380,889 | +27.87% | |
| Quarry Lp | 0.21% | 91,152 | $1,350,873 | $1,727,330 | +$376,457 | +27.87% | |
| Formidable Asset Management, Llc | 0.21% | 75,314 | $1,303,685 | $1,427,200 | +$123,515 | +9.47% | |
| Osaic Holdings, Inc. | 0.00% | 68,871 | $1,020,721 | $1,305,105 | +$284,384 | +27.86% | |
| Absolute Investment Advisers, Llc | 0.09% | 59,911 | $1,012,496 | $1,135,313 | +$122,817 | +12.13% | |
| Cetera Investment Advisers | 0.00% | 65,458 | $970,085 | $1,240,429 | +$270,344 | +27.87% | |
| Carl P. Sherr & Co., Llc | 0.38% | 60,966 | $903,516 | $1,155,306 | +$251,790 | +27.87% | |
| Private Advisor Group, Llc | 0.00% | 56,603 | $838,863 | $1,072,627 | +$233,764 | +27.87% | |
| Apollon Wealth Management, Llc | 0.01% | 48,758 | $824,005 | $923,964 | +$99,959 | +12.13% | |
| Guggenheim Capital Llc | 0.00% | 50,836 | $753,389 | $963,342 | +$209,953 | +27.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 42,832 | $751,697 | $811,666 | +$59,969 | +7.98% | |
| Alphacore Capital Llc | 0.01% | 50,350 | $746,184 | $954,133 | +$207,949 | +27.87% | |
| Ashton Thomas Securities, Llc | 0.07% | 38,005 | $642,285 | $720,195 | +$77,910 | +12.13% | |
| Creative Planning | 0.00% | 37,590 | $635,273 | $712,331 | +$77,058 | +12.13% | |
| Janney Montgomery Scott Llc | 0.00% | 39,821 | $590,000 | $754,608 | +$164,608 | +27.90% | |
| Beacon Pointe Advisors, Llc | 0.00% | 38,197 | $566,081 | $723,833 | +$157,752 | +27.87% | |
| Uhlmann Price Securities, Llc | 0.02% | 33,472 | $496,062 | $634,294 | +$138,232 | +27.87% | |
| Nations Financial Group Inc | 0.02% | 31,469 | $466,383 | $596,338 | +$129,955 | +27.86% | |
| Summit Financial, Llc | 0.00% | 27,141 | $402,230 | $514,322 | +$112,092 | +27.87% | |
| Xtx Topco Ltd | 0.01% | 27,056 | $400,970 | $512,711 | +$111,741 | +27.87% | |
| Decision Investments, Inc | 0.33% | 21,500 | $363,350 | $407,425 | +$44,075 | +12.13% | |
| Tmb Capital Partners, Llc | 0.11% | 21,168 | $357,734 | $401,134 | +$43,400 | +12.13% | |
| Ameriprise Financial Inc | 0.00% | 21,328 | $316,077 | $404,166 | +$88,089 | +27.87% | |
| Alessandra Capital Management, Llc | 0.22% | 18,450 | $311,805 | $349,628 | +$37,823 | +12.13% | |
| Stifel Financial Corp | 0.00% | 20,032 | $296,872 | $379,606 | +$82,734 | +27.87% | |
| Choreo, Llc | 0.00% | 15,507 | $262,065 | $293,858 | +$31,793 | +12.13% | |
| Nwf Advisory Services Inc. | 0.02% | 15,303 | $258,621 | $289,992 | +$31,371 | +12.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,001 | $253,517 | $284,269 | +$30,752 | +12.13% | |
| Wealth Effects Llc | 0.07% | 15,000 | $253,500 | $284,250 | +$30,750 | +12.13% | |
| Mariner, Llc | 0.00% | 15,858 | $235,016 | $300,509 | +$65,493 | +27.87% | |
| Centaurus Financial, Inc. | 0.01% | 15,884 | $235,000 | $301,002 | +$66,002 | +28.09% | |
| Truist Financial Corp | 0.00% | 12,125 | $204,913 | $229,769 | +$24,856 | +12.13% | |
| Mezzasalma Advisors, Llc | 0.04% | 11,690 | $197,557 | $221,526 | +$23,969 | +12.13% |
Frequently asked questions about BGR
Who are the largest institutional holders of BGR?
The largest institutional holders of BGR reported in the latest SEC Form 13F filings include Morgan Stanley, Invesco Ltd., City Of London Investment Management Co Ltd, Wells Fargo & Company/Mn, and Advisors Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported BGR position.
What is BGR institutional ownership?
This page tracks BGR positions reported by institutional investment managers through SEC Form 13F. BLACKROCK ENRGY & RES TR (BGR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGR?
InsiderSet currently tracks 84 institutional managers reporting BGR 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 BGR shareholders.
How much BGR stock do institutions own?
Institutional investment managers disclosed approximately $95.02M in BGR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGR institutional ownership last updated?
The latest BGR 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 BGR 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 BGR position after the reporting date.
Are institutions buying or selling BGR?
Institutional buying and selling can be analyzed by comparing BGR positions across consecutive 13F reporting periods. InsiderSet's BGR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGR ownership changes.
How has BGR institutional ownership changed over time?
InsiderSet tracks BGR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.