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, Q4 2025
Institutional positions in BlackRock Capital Allocation Term Trust as of Dec 31, 2025. 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
- 106
- +12 vs. Q3 2025
- Shares held
- 21.2M
- +1.59M (+8.1%) vs. Q3 2025
- Total value
- $300.8M
- +$10.2M (+3.5%) vs. Q3 2025
- New holders
- 21
- 35 more added
- Sold out
- 9
- 30 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $304.6M |
| Q1 2026 | 100 | $274.8M |
| Q4 2025 | 106 | $300.8M |
| Q3 2025 | 94 | $290.6M |
| Q2 2025 | 91 | $383.1M |
| Q1 2025 | 92 | $425.2M |
| Q4 2024 | 89 | $504.4M |
| Q3 2024 | 80 | $585.8M |
| Q2 2024 | 86 | $659.2M |
| Q1 2024 | 91 | $679.3M |
| Q4 2023 | 86 | $566.2M |
| Q3 2023 | 80 | $511.9M |
| Q2 2023 | 72 | $530.4M |
| Q1 2023 | 72 | $503.8M |
| Q4 2022 | 85 | $452.9M |
| Q3 2022 | 76 | $382.8M |
| Q2 2022 | 69 | $377.7M |
| Q1 2022 | 61 | $368.4M |
| Q4 2021 | 64 | $410.9M |
| Q3 2021 | 38 | $237.4M |
| Q2 2021 | 34 | $199.9M |
| Q1 2021 | 27 | $163.0M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Capital Allocation Term Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,408,167 | $19.9M | 0.94% | +1,408,167 | New |
| Penserra Capital Management LLC | 1,436,103 | $20.3M | 0.24% | +132,891+10.2% | Added |
| Bank of America Corp | 1,476,515 | $20.9M | 0.00% | +83,529+6.0% | Added |
| Cohen & Steers, Inc. | 1,632,657 | $23.1M | 0.04% | +10,000+0.6% | Added |
| Wells Fargo & Company | 2,047,452 | $29.0M | 0.01% | −69,756−3.3% | Reduced |
| Morgan Stanley | 4,244,802 | $60.1M | 0.00% | −239,913−5.3% | Reduced |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −1,078,049−100.0% | Sold out |
| Fountainhead AM, LLC | 0 | $0 | 0.00% | −142,143−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −12,690−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −12,299−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,353−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Rogco, LP | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |