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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, Q2 2026

Institutional positions in BlackRock Capital Allocation Term Trust as of Jun 30, 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
110
+14 vs. Q1 2026
Shares held
19.1M
−192.5K (−1.0%) vs. Q1 2026
Total value
$304.6M
+$31.9M (+11.7%) vs. Q1 2026
New holders
25
39 more added
Sold out
11
24 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 110 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 heldQ2 2026: $304.6M
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, Q2 2026

Shares, value and share of portfolio for each institution holding BlackRock Capital Allocation Term Trust; share changes are against Q1 2026.

Institutions holding BCAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.500$7.96K0.00%+500New
Institute for Wealth Management, LLC.450$7.17K0.00%+450New
Reyes Financial Architecture, Inc.337$5.37K0.00%00.0%Unchanged
Bessemer Group Inc228$4.00K0.00%+228New
Highline Wealth Partners LLC250$3.98K0.00%00.0%Unchanged
Kerr Financial Planning Corp211$3.35K0.00%+7+3.4%Added
Harbour Investments, Inc.200$3.19K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc95$1.51K0.00%00.0%Unchanged
Key Capital Management, INC50$7970.00%+50New
Danske Bank A/S1$160.00%+1New
O'Shaughnessy Asset Management, LLC0$00.00%−48,844−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−21,229−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−19,500−100.0%Sold out
HRT Financial LP0$00.00%−18,166−100.0%Sold out
Walkner Condon Financial Advisors LLC0$00.00%−17,613−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−12,800−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−11,810−100.0%Sold out
Advisory Services Network, LLC0$00.00%−9,012−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,076−100.0%Sold out
Root Financial Partners, LLC0$00.00%−771−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−10−100.0%Sold out
CWM, LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
Anfield Capital Management, LLC––––Not filed
McIlrath & Eck, LLC––––Not filed