Who owns BlackRock Capital Allocation Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BCAT from SEC Form 13F filings across 110 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 110 institutions disclosed 19.2M shares of BlackRock Capital Allocation Trust worth $247.1M — about 18.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
110
13F holders
$247.1M
value, 2026 filers
18.3%
of shares outstanding (19.2M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BCAT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.6M | $57.4M | 0.0% | 3.4% | -17.4% |
| 2 | WELLS FARGO & COMPANY/MN | 2.4M | $38.8M | 0.0% | 2.3% | -3.3% |
| 3 | Penserra Capital Management LLC | 1.6M | $25,699 | 0.2% | 1.5% | +4.0% |
| 4 | COHEN & STEERS, INC. | 1.6M | $25,052 | 0.0% | 1.5% | -4.6% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.6M | $24.7M | 0.0% | 1.5% | +5.1% |
| 6 | UBS Group AG | 1.1M | $16.8M | 0.0% | 1% | +7.4% |
| 7 | Invesco Ltd. | 699,927 | $11.1M | 0.0% | 0.7% | -23.7% |
| 8 | ROYAL BANK OF CANADA | 680,442 | $10.8M | 0.0% | 0.6% | +19.4% |
| 9 | AMERIPRISE FINANCIAL INC | 580,806 | $9.3M | 0.0% | 0.6% | +382.2% |
| 10 | LPL Financial LLC | 464,975 | $7.4M | 0.0% | 0.4% | -1.5% |
| 11 | Rockefeller Capital Management L.P. | 442,872 | $7.1M | 0.0% | 0.4% | +5.9% |
| 12 | STIFEL FINANCIAL CORP | 401,718 | $6.4M | 0.0% | 0.4% | -19.9% |
| 13 | Advisors Asset Management, Inc. | 384,286 | $6.1M | 0.1% | 0.4% | +6.4% |
| 14 | RAYMOND JAMES FINANCIAL INC | 356,329 | $5.7M | 0.0% | 0.3% | +5.3% |
| 15 | Keebeck Wealth Management | 351,976 | $5.6M | 0.5% | 0.3% | 0.0% |
| 16 | Cambridge Investment Research Advisors, Inc. | 234,106 | $3,729 | 0.0% | 0.2% | +2.0% |
| 17 | Lido Advisors, LLC | 189,561 | $3.0M | 0.0% | 0.2% | +1.7% |
| 18 | JANE STREET GROUP, LLC | 124,513 | $2.0M | 0.0% | 0.1% | +53.5% |
| 19 | Integrated Wealth Concepts LLC | 124,489 | $2.0M | 0.0% | 0.1% | +27.8% |
| 20 | Perennial Investment Advisors, LLC | 114,613 | $1.8M | 0.1% | 0.1% | +21.1% |
| 21 | OSAIC HOLDINGS, INC. | 104,070 | $1.7M | 0.0% | 0.1% | +13.6% |
| 22 | PFG Investments, LLC | 101,590 | $1.6M | 0.1% | 0.1% | +4.1% |
| 23 | Baird Financial Group, Inc. | 90,490 | $1.4M | 0.0% | 0.1% | +2.0% |
| 24 | Aviance Capital Partners, LLC | 88,409 | $1.4M | 0.1% | 0.1% | +325.8% |
| 25 | Thrivent Financial for Lutherans | 86,649 | $1,381 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.