BlackRock Enhanced Equity Dividend Trust
BDJ- Exchange
- NYSE
- SEC CIK
- 0001332283
No open-market purchases or sales by BlackRock Enhanced Equity Dividend Trust insiders were filed in the last 90 days; 218 institutions reported holding it in 13F filings for Q2 2026, worth $298.1M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in BlackRock Enhanced Equity Dividend 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
- 205
- +7 vs. Q3 2025
- Shares held
- 31.3M
- −691.9K (−2.2%) vs. Q3 2025
- Total value
- $296.7M
- +$5.68M (+2.0%) vs. Q3 2025
- New holders
- 25
- 69 more added
- Sold out
- 18
- 64 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BDJ 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 | 218 | $298.1M |
| Q1 2026 | 218 | $264.3M |
| Q4 2025 | 205 | $296.7M |
| Q3 2025 | 203 | $292.2M |
| Q2 2025 | 207 | $284.2M |
| Q1 2025 | 210 | $277.9M |
| Q4 2024 | 217 | $275.3M |
| Q3 2024 | 210 | $313.9M |
| Q2 2024 | 214 | $308.3M |
| Q1 2024 | 207 | $310.9M |
| Q4 2023 | 216 | $280.0M |
| Q3 2023 | 199 | $268.8M |
| Q2 2023 | 196 | $285.3M |
| Q1 2023 | 197 | $296.3M |
| Q4 2022 | 188 | $314.6M |
| Q3 2022 | 187 | $287.1M |
| Q2 2022 | 187 | $320.8M |
| Q1 2022 | 182 | $342.5M |
| Q4 2021 | 178 | $348.3M |
| Q3 2021 | 161 | $294.3M |
| Q2 2021 | 169 | $297.6M |
| Q1 2021 | 175 | $295.5M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 4,133,739 | $39.2M | 0.01% | +89,357+2.2% | Added |
| Morgan Stanley | 3,419,184 | $32.4M | 0.00% | −67,156−1.9% | Reduced |
| Wells Fargo & Company | 2,667,340 | $25.3M | 0.00% | −25,099−0.9% | Reduced |
| Guggenheim Capital LLC | 2,297,905 | $21.8M | 0.16% | +234,887+11.4% | Added |
| Invesco Ltd. | 2,196,726 | $20.8M | 0.00% | −187,977−7.9% | Reduced |
| LPL Financial LLC | 1,866,062 | $17.7M | 0.00% | +54,826+3.0% | Added |
| Stifel Financial Corp | 1,132,105 | $10.7M | 0.01% | +20,177+1.8% | Added |
| Royal Bank of Canada | 855,041 | $8.11M | 0.00% | +19,909+2.4% | Added |
| Waterfront Wealth Inc. | 778,390 | $7.39M | 1.40% | −137,343−15.0% | Reduced |
| UBS Group AG | 700,242 | $6.64M | 0.00% | +62,974+9.9% | Added |
| Janney Montgomery Scott LLC | 636,220 | $6.03M | 0.01% | −4,849−0.8% | Reduced |
| Advisors Asset Management, Inc. | 600,745 | $5.70M | 0.10% | −132,219−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 592,979 | $5.62M | 0.01% | −20,006−3.3% | Reduced |
| Bank of America Corp | 572,447 | $5.43M | 0.00% | −17,472−3.0% | Reduced |
| Boothe Investment Group, Inc. | 527,966 | $5.01M | 1.79% | +31,298+6.3% | Added |
| Advisor Group Holdings, Inc. | 510,941 | $4.84M | 0.01% | +89,931+21.4% | Added |
| Cerity Partners LLC | 433,615 | $4.11M | 0.01% | −3,634−0.8% | Reduced |
| Ameriprise Financial Inc | 289,226 | $2.74M | 0.00% | −8,757−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 271,839 | $2.58M | 0.01% | −4,532−1.6% | Reduced |
| Baird Financial Group, Inc. | 269,290 | $2.55M | 0.00% | +2,213+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 253,474 | $2.40M | 0.08% | −75,172−22.9% | Reduced |
| Cetera Investment Advisers | 244,186 | $2.31M | 0.00% | +16,378+7.2% | Added |
| Colony Group, LLC | 175,349 | $1.66M | 0.00% | +175,349 | New |
| Allspring Global Investments Holdings, LLC | 172,475 | $1.64M | 0.00% | −3,971−2.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 135,379 | $1.28M | 0.29% | −178−0.1% | Reduced |
| GWM Advisors LLC | 128,510 | $1.22M | 0.00% | +42,802+49.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 120,961 | $1.15M | 0.00% | +819+0.7% | Added |
| IHT Wealth Management, LLC | 119,759 | $1.14M | 0.03% | −6,850−5.4% | Reduced |
| Centurion Wealth Management LLC | 113,260 | $1.07M | 0.24% | −444−0.4% | Reduced |
| Calamos Advisors LLC | 111,677 | $1.06M | 0.00% | +27,162+32.1% | Added |
| Kingswood Wealth Advisors, LLC | 110,900 | $1.05M | 0.05% | −8,162−6.9% | Reduced |
| Warren Averett Asset Management, LLC | 108,210 | $1.03M | 0.01% | −1,070−1.0% | Reduced |
| Mercer Global Advisors Inc | 106,611 | $1.01M | 0.00% | +2,094+2.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 101,485 | $962.1K | 0.01% | +1,595+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 97,941 | $932.4K | 0.00% | −9,161−8.6% | Reduced |
| Rockefeller Capital Management L.P. | 97,616 | $925.4K | 0.00% | +161+0.2% | Added |
| WealthTrust Axiom LLC | 97,206 | $921.5K | 0.24% | −1,278−1.3% | Reduced |
| Shaker Financial Services, LLC | 97,082 | $920.3K | 0.29% | −271,410−73.7% | Reduced |
| David J Yvars Group | 95,721 | $904.5K | 0.48% | +1,304+1.4% | Added |
| PMG Family Office LLC | 90,688 | $859.7K | 0.99% | −33,875−27.2% | Reduced |
| Farther Finance Advisors, LLC | 86,576 | $820.7K | 0.01% | +21,775+33.6% | Added |
| Sanctuary Advisors, LLC | 83,446 | $791.1K | 0.00% | −1,036−1.2% | Reduced |
| Park Avenue Securities LLC | 79,116 | $750.0K | 0.01% | +24,257+44.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 78,497 | $744.2K | 0.22% | +818+1.1% | Added |
| Ashton Thomas Securities, LLC | 73,226 | $694.2K | 0.13% | −1,200−1.6% | Reduced |
| Kovack Advisors, Inc. | 71,900 | $681.6K | 0.03% | +71,900 | New |
| OMC Financial Services LTD | 66,580 | $631.2K | 0.24% | −400−0.6% | Reduced |
| Concorde Asset Management, LLC | 66,105 | $626.7K | 0.25% | +8,200+14.2% | Added |
| Regions Financial Corp | 65,000 | $616.2K | 0.00% | +20,000+44.4% | Added |
| Stolper Co | 64,696 | $613.0K | 0.18% | +962+1.5% | Added |
| Wealthspire Advisors, LLC | 63,895 | $605.7K | 0.00% | +11,838+22.7% | Added |
| HighTower Advisors, LLC | 59,698 | $565.9K | 0.00% | +23,752+66.1% | Added |
| Kestra Advisory Services, LLC | 57,521 | $545.3K | 0.00% | +1,480+2.6% | Added |
| Palogic Value Management, L.P. | 57,000 | $540.4K | 0.23% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 56,869 | $539.1K | 0.15% | 00.0% | Unchanged |
| Summit Financial, LLC | 56,047 | $531.3K | 0.01% | +7,766+16.1% | Added |
| WCG Wealth Advisors LLC | 56,009 | $531.0K | 0.01% | +920+1.7% | Added |
| StoneX Group Inc. | 53,285 | $505.1K | 0.02% | −1,800−3.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 51,211 | $485.5K | 0.16% | +1,169+2.3% | Added |
| Truist Financial Corp | 50,439 | $478.2K | 0.00% | +1,210+2.5% | Added |
| Avantax Planning Partners, Inc. | 49,635 | $470.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 48,581 | $460.5K | 0.00% | +223+0.5% | Added |
| Investment Partners Asset Management, Inc. | 47,389 | $449.2K | 0.28% | −490−1.0% | Reduced |
| Allworth Financial LP | 46,731 | $443.0K | 0.00% | +1,124+2.5% | Added |
| Stratos Wealth Partners, LTD. | 45,700 | $433.2K | 0.00% | −4,396−8.8% | Reduced |
| CWM, LLC | 45,433 | $431.0K | 0.00% | +38,000+511.2% | Added |
| Cove Private Wealth, LLC | 45,237 | $428.8K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 44,820 | $424.9K | 0.03% | +5,054+12.7% | Added |
| Mezzasalma Advisors, LLC | 45,034 | $424.1K | 0.10% | +1,159+2.6% | Added |
| Brick & Kyle, Associates | 44,046 | $418.0K | 0.15% | −243−0.5% | Reduced |
| D.A. Davidson & Co. | 43,116 | $408.7K | 0.00% | −2,580−5.6% | Reduced |
| Saxony Capital Management, LLC | 42,883 | $406.5K | 0.25% | +30+0.1% | Added |
| Claro Advisors LLC | 42,088 | $399.0K | 0.05% | −5,140−10.9% | Reduced |
| Shufro Rose & Co LLC | 41,862 | $396.9K | 0.03% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 39,428 | $373.8K | 0.13% | −1,666−4.1% | Reduced |
| Venture Visionary Partners LLC | 36,829 | $367.0K | 0.01% | −10.0% | Reduced |
| Brown Advisory Inc | 36,566 | $346.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,291 | $344.0K | 0.00% | +22,113+156.0% | Added |
| Thrivent Financial for Lutherans | 35,809 | $340.0K | 0.00% | −10,953−23.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,249 | $334.2K | 0.04% | +157+0.4% | Added |
| Envestnet Asset Management Inc | 35,113 | $332.9K | 0.00% | −102,462−74.5% | Reduced |
| NWF Advisory Services Inc. | 35,013 | $331.9K | 0.04% | −9,071−20.6% | Reduced |
| Mariner, LLC | 34,943 | $331.3K | 0.00% | −24,580−41.3% | Reduced |
| Davenport & Co LLC | 33,008 | $312.9K | 0.00% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 32,984 | $312.7K | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 32,296 | $306.2K | 0.02% | +32,296 | New |
| NBC Securities, Inc. | 31,572 | $299.3K | 0.02% | −698−2.2% | Reduced |
| Comerica Bank | 31,453 | $298.2K | 0.00% | −2,021−6.0% | Reduced |
| Kapstone Financial Advisors LLC | 30,936 | $293.3K | 0.15% | +3,775+13.9% | Added |
| Peak Planning Group, LLC | 28,400 | $269.2K | 0.08% | +592+2.1% | Added |
| Corrado Advisors, LLC | 28,305 | $268.3K | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 28,034 | $265.8K | 0.00% | +56+0.2% | Added |
| Harbour Wealth Management Group, Inc. | 27,587 | $261.5K | 0.20% | +27,587 | New |
| Benjamin Edwards Inc | 27,406 | $259.8K | 0.00% | −584−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 26,634 | $252.5K | 0.01% | −3,005−10.1% | Reduced |
| Wealthspan Partners, LLC | 26,559 | $251.8K | 0.09% | +113+0.4% | Added |
| CFO4Life Group, LLC | 25,936 | $245.9K | 0.04% | +811+3.2% | Added |
| Creative Planning | 25,358 | $240.4K | 0.00% | +25,358 | New |
| Client 1st Advisory Group, LLC | 25,000 | $237.0K | 0.07% | +25,000 | New |
| ELCO Management Co., LLC | 24,963 | $236.6K | 0.15% | +1,300+5.5% | Added |