Skip to main content

BlackRock Floating Rate Income Trust

BGT
Exchange
NYSE
SEC CIK
0001287480

No open-market purchases or sales by BlackRock Floating Rate Income Trust insiders were filed in the last 90 days; 79 institutions reported holding it in 13F filings for Q2 2026, worth $97.6M in total; no superinvestor holds it.

13F holders, Q3 2025

Institutional positions in BlackRock Floating Rate Income Trust as of Sep 30, 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
66
+5 vs. Q2 2025
Shares held
8.39M
+2.40M (+40.1%) vs. Q2 2025
Total value
$98.1M
+$23.1M (+30.9%) vs. Q2 2025
New holders
14
24 more added
Sold out
9
13 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BGT 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 holdersQ3 2025: 66 institutions
Q1 2021: 61 institutionsQ2 2021: 59 institutionsQ3 2021: 58 institutionsQ4 2021: 55 institutionsQ1 2022: 57 institutionsQ2 2022: 62 institutionsQ3 2022: 68 institutionsQ4 2022: 67 institutionsQ1 2023: 62 institutionsQ2 2023: 60 institutionsQ3 2023: 63 institutionsQ4 2023: 67 institutionsQ1 2024: 59 institutionsQ2 2024: 58 institutionsQ3 2024: 56 institutionsQ4 2024: 59 institutionsQ1 2025: 63 institutionsQ2 2025: 63 institutionsQ3 2025: 66 institutionsQ4 2025: 79 institutionsQ1 2026: 78 institutionsQ2 2026: 79 institutions
Value heldQ3 2025: $98.1M
Q1 2021: $87.3MQ2 2021: $77.8MQ3 2021: $71.7MQ4 2021: $64.5MQ1 2022: $59.7MQ2 2022: $62.4MQ3 2022: $63.7MQ4 2022: $71.9MQ1 2023: $72.6MQ2 2023: $76.4MQ3 2023: $74.3MQ4 2023: $74.6MQ1 2024: $68.3MQ2 2024: $77.0MQ3 2024: $74.3MQ4 2024: $78.0MQ1 2025: $79.4MQ2 2025: $78.0MQ3 2025: $98.1MQ4 2025: $102.9MQ1 2026: $96.3MQ2 2026: $97.6M
Institutions holding BGT and their total value by quarter
QuarterHoldersValue
Q2 202679$97.6M
Q1 202678$96.3M
Q4 202579$102.9M
Q3 202566$98.1M
Q2 202563$78.0M
Q1 202563$79.4M
Q4 202459$78.0M
Q3 202456$74.3M
Q2 202458$77.0M
Q1 202459$68.3M
Q4 202367$74.6M
Q3 202363$74.3M
Q2 202360$76.4M
Q1 202362$72.6M
Q4 202267$71.9M
Q3 202268$63.7M
Q2 202262$62.4M
Q1 202257$59.7M
Q4 202155$64.5M
Q3 202158$71.7M
Q2 202159$77.8M
Q1 202161$87.3M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding BlackRock Floating Rate Income Trust; share changes are against Q2 2025.

Institutions holding BGT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Guggenheim Capital LLC1,489,295$18.1M0.13%+115,276+8.4%Added
Penserra Capital Management LLC745,433$9.06M0.11%+745,433New
Donoghue Forlines LLC939,719$9.01M2.78%+939,719New
LPL Financial LLC703,086$8.54M0.00%+37,406+5.6%Added
Morgan Stanley683,605$8.31M0.00%−12,514−1.8%Reduced
Ameriprise Financial Inc510,947$6.21M0.00%+102,959+25.2%Added
UBS Group AG465,511$5.66M0.00%−26,230−5.3%Reduced
Advisors Asset Management, Inc.405,643$4.93M0.08%+53,124+15.1%Added
Integrity Alliance, LLC.352,678$4.29M0.20%+352,678New
Invesco Ltd.347,858$4.23M0.00%+1,517+0.4%Added
Ethos Financial Group, LLC316,298$3.84M0.30%+4,256+1.4%Added
Bank of America Corp126,003$1.53M0.00%+32,360+34.6%Added
MML Investors Services, LLC103,964$1.26M0.00%+3,379+3.4%Added
Melfa Wealth Management, LLC78,735$956.6K0.56%−330.0%Reduced
Cohen & Steers, Inc.76,865$934.0K0.00%−10,000−11.5%Reduced
Cetera Investment Advisers76,679$931.7K0.00%+58,147+313.8%Added
Virtus Investment Advisers, Inc.67,163$816.0K0.23%+5,511+8.9%Added
Advisor Group Holdings, Inc.58,072$723.7K0.00%+43+0.1%Added
Wells Fargo & Company56,590$687.6K0.00%−5,046−8.2%Reduced
Raymond James Financial Inc52,394$636.6K0.00%+7,598+17.0%Added
ProVise Management Group, LLC45,021$547.0K0.04%+103+0.2%Added
Royal Bank of Canada39,740$483.0K0.00%−7,710−16.2%Reduced
Connecticut Wealth Management, LLC39,617$481.3K0.02%+39,617New
Pinnacle Associates Ltd34,533$419.6K0.01%+130.0%Added
Global Retirement Partners, LLC32,593$396.0K0.01%+1,696+5.5%Added
QTR Family Wealth, LLC27,000$328.1K0.16%+27,000New
Snowden Capital Advisors LLC25,695$312.2K0.01%+359+1.4%Added
Wagner Wealth Management, LLC24,126$293.1K0.07%+535+2.3%Added
Janney Montgomery Scott LLC23,263$283.0K0.00%+19+0.1%Added
MONECO Advisors, LLC23,208$282.0K0.02%00.0%Unchanged
Private Advisor Group, LLC20,387$247.7K0.00%+20+0.1%Added
Balyasny Asset Management LLC20,259$246.1K0.00%+20,259New
Iams Wealth Management, LLC20,000$243.0K0.10%00.0%Unchanged
Centric Wealth Management19,859$235.9K0.05%00.0%Unchanged
LaSalle St. Investment Advisors, LLC19,254$233.0K0.04%−1,500−7.2%Reduced
Cary Street Partners Financial LLC18,458$224.3K0.01%+109+0.6%Added
Shulman DeMeo Asset Management LLC17,667$214.7K0.05%−43−0.2%Reduced
Hunter Associates Investment Management LLC17,500$213.0K0.03%−5,000−22.2%Reduced
Cambridge Investment Research Advisors, Inc.16,691$203.0K0.00%+1,642+10.9%Added
Commonwealth Equity Services, LLC15,564$189.0K0.00%+1,971+14.5%Added
Rockefeller Capital Management L.P.15,209$184.8K0.00%−2,000−11.6%Reduced
Sowell Financial Services LLC14,043$170.6K0.01%+365+2.7%Added
Stephens Inc13,090$159.0K0.00%−1,200−8.4%Reduced
Horizon Kinetics Asset Management LLC12,678$154.0K0.00%−7,100−35.9%Reduced
Rockland Trust Co10,969$133.3K0.01%00.0%Unchanged
D.A. Davidson & Co.10,388$126.2K0.00%+10,388New
Gridiron Partners, LLC125,780$75.3K0.04%+125,780New
NBC Securities, Inc.6,000$72.9K0.01%+6,000New
Trust Co of Toledo NA3,920$47.6K0.00%00.0%Unchanged
Geneos Wealth Management Inc.3,798$46.1K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,000$36.5K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,947$35.8K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp2,100$25.5K0.00%+2,100New
CoreCap Advisors, LLC2,000$24.3K0.00%−1,500−42.9%Reduced
Steward Partners Investment Advisory, LLC1,800$21.9K0.00%+567+46.0%Added
CIBC Private Wealth Group, LLC1,600$19.4K0.00%00.0%Unchanged
Creekmur Asset Management LLC1,520$18.5K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,177$14.3K0.00%+1,177New
SRS Capital Advisors, Inc.1,129$13.7K0.00%+1,129New
Delta Asset Management LLC1,000$12.2K0.00%00.0%Unchanged
Highline Wealth Partners LLC1,000$12.2K0.00%+1,000New
Comerica Bank792$9.62K0.00%00.0%Unchanged
Tortoise Investment Management, LLC100$1.22K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$1.22K0.00%+100New
JPMorgan Chase & Co31$3870.00%00.0%Unchanged
Huntington National Bank–$120.00%––
Baird Financial Group, Inc.0$00.00%−160,791−100.0%Sold out
Ausdal Financial Partners, Inc.0$00.00%−12,000−100.0%Sold out
Millennium Management LLC0$00.00%−11,686−100.0%Sold out
Jane Street Group, LLC0$00.00%−11,039−100.0%Sold out
Waterfront Wealth Inc.0$00.00%−10,688−100.0%Sold out
Elequin Capital LP0$00.00%−4,781−100.0%Sold out
Reyes Financial Architecture, Inc.0$00.00%−4,625−100.0%Sold out
Signaturefd, LLC0$00.00%−1,940−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−432−100.0%Sold out
Graypoint LLC––––Not filed
Avantax Advisory Services, Inc.––––Not filed