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 2026
Institutional positions in BlackRock Capital Allocation Term Trust as of Mar 31, 2026. 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
- 100
- −4 vs. Q4 2025
- Shares held
- 19.5M
- −1.75M (−8.2%) vs. Q4 2025
- Total value
- $274.8M
- −$25.7M (−8.6%) vs. Q4 2025
- New holders
- 19
- 42 more added
- Sold out
- 23
- 25 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Capital Allocation Term Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,408,167−100.0% | Sold out |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −352,521−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −203,918−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −181,129−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −142,366−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −78,769−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −46,632−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −41,263−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −36,229−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −28,859−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,954−100.0% | Sold out |
| OneAscent Family Office, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −20,875−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −20,335−100.0% | Sold out |
| Boreal Capital Management LLC | 0 | $0 | 0.00% | −14,414−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −12,122−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |