Skip to main content

BlackRock Capital Allocation Term Trust

BCAT
Exchange
NYSE
SEC CIK
0001809541

In the last 90 days, BlackRock Capital Allocation Term Trust insiders filed 0 open-market purchases and 1 sale; 110 institutions reported holding it in 13F filings for Q2 2026, worth $304.6M in total; no superinvestor holds it.

Other share classesBCAT.RW

13F holders, Q1 2021

Institutional positions in BlackRock Capital Allocation Term Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
27
No complete 13F data for Q4 2020
Shares held
7.94M
No complete 13F data for Q4 2020
Total value
$163.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BCAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 27 institutions
Q1 2021: 27 institutionsQ2 2021: 34 institutionsQ3 2021: 38 institutionsQ4 2021: 64 institutionsQ1 2022: 61 institutionsQ2 2022: 69 institutionsQ3 2022: 76 institutionsQ4 2022: 85 institutionsQ1 2023: 72 institutionsQ2 2023: 72 institutionsQ3 2023: 80 institutionsQ4 2023: 86 institutionsQ1 2024: 91 institutionsQ2 2024: 86 institutionsQ3 2024: 80 institutionsQ4 2024: 89 institutionsQ1 2025: 92 institutionsQ2 2025: 91 institutionsQ3 2025: 94 institutionsQ4 2025: 106 institutionsQ1 2026: 100 institutionsQ2 2026: 110 institutions
Value heldQ1 2021: $163.0M
Q1 2021: $163.0MQ2 2021: $199.9MQ3 2021: $237.4MQ4 2021: $410.9MQ1 2022: $368.4MQ2 2022: $377.7MQ3 2022: $382.8MQ4 2022: $452.9MQ1 2023: $503.8MQ2 2023: $530.4MQ3 2023: $511.9MQ4 2023: $566.2MQ1 2024: $679.3MQ2 2024: $659.2MQ3 2024: $585.8MQ4 2024: $504.4MQ1 2025: $425.2MQ2 2025: $383.1MQ3 2025: $290.6MQ4 2025: $300.8MQ1 2026: $274.8MQ2 2026: $304.6M
Institutions holding BCAT and their total value by quarter
QuarterHoldersValue
Q2 2026110$304.6M
Q1 2026100$274.8M
Q4 2025106$300.8M
Q3 202594$290.6M
Q2 202591$383.1M
Q1 202592$425.2M
Q4 202489$504.4M
Q3 202480$585.8M
Q2 202486$659.2M
Q1 202491$679.3M
Q4 202386$566.2M
Q3 202380$511.9M
Q2 202372$530.4M
Q1 202372$503.8M
Q4 202285$452.9M
Q3 202276$382.8M
Q2 202269$377.7M
Q1 202261$368.4M
Q4 202164$410.9M
Q3 202138$237.4M
Q2 202134$199.9M
Q1 202127$163.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding BlackRock Capital Allocation Term Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BCAT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley3,796,808$77.9M0.01%––
Bank of America Corp1,608,912$33.0M0.00%––
UBS Group AG1,429,256$29.3M0.01%––
Wells Fargo & Company299,884$6.16M0.00%––
Corrado Advisors, LLC113,345$2.33M1.72%––
Commonwealth Equity Services, LLC108,890$2.23M0.01%––
Advisor Group Holdings, Inc.70,512$1.44M0.00%––
Raymond James & Associates68,693$1.41M0.00%––
Patriot Financial Group Insurance Agency, LLC65,000$1.33M0.31%––
Wedbush Securities Inc64,025$1.31M0.07%––
Stifel Financial Corp58,910$1.21M0.00%––
Janney Montgomery Scott LLC39,941$820.0K0.00%––
Mathes Company, Inc.37,750$775.0K0.30%––
Truist Financial Corp31,717$652.0K0.00%––
Steward Partners Investment Advisory, LLC30,435$624.8K0.01%––
Signaturefd, LLC25,373$521.0K0.02%––
Independent Investors Inc25,000$513.0K0.14%––
Tiedemann Advisors, LLC25,000$513.0K0.02%––
Royal Bank of Canada10,269$211.0K0.00%––
Cambridge Investment Research Advisors, Inc.9,759$200.0K0.00%––
Rockefeller Capital Management L.P.7,751$159.0K0.00%––
BlackRock Inc.5,000$103.0K0.00%––
International Assets Investment Management, LLC2,700$59.0K0.01%––
Barrett Asset Management, LLC2,500$51.0K0.00%––
Wagner Wealth Management, LLC2,430$50.0K0.04%––
American Portfolios Advisors750$15.4K0.00%––
Massmutual Trust Co FSB200$4.00K0.00%––