| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4.9% | -4.8% | $77,303,447 | -$3,733,024 | 5,105,908 | -4.6% | Boaz R. Weinstein | 28 Jul 2025 |
As of 31 Dec 2025, 104 institutional investors reported holding 21,203,291 shares of BlackRock Capital Allocation Term Trust - Common Shares, $0.001 par value (BCAT). This represents 20% of the company’s total 104,844,107 outstanding shares.
The largest institutional shareholders of BlackRock Capital Allocation Term Trust - Common Shares, $0.001 par value (BCAT) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4% | 4,244,802 | -5.3% | 0% | $60,106,405 |
| WELLS FARGO & COMPANY/MN | 2% | 2,047,452 | -3.3% | 0.01% | $28,991,923 |
| COHEN & STEERS, INC. | 1.6% | 1,632,657 | +0.62% | 0.04% | $23,118,000 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 1,476,515 | +6% | 0% | $20,907,447 |
| Penserra Capital Management LLC | 1.4% | 1,436,103 | +10% | 0.24% | $20,335,000 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.3% | 1,408,167 | 0.94% | $19,939,645 | |
| Invesco Ltd. | 1.2% | 1,261,012 | -4.8% | 0% | $17,855,930 |
| UBS Group AG | 0.92% | 960,501 | -16% | 0% | $13,600,694 |
| STIFEL FINANCIAL CORP | 0.45% | 469,272 | -8.9% | 0.01% | $6,644,877 |
| Rockefeller Capital Management L.P. | 0.41% | 429,375 | -7.2% | 0.01% | $6,079,958 |
| LPL Financial LLC | 0.38% | 401,175 | +8.3% | 0% | $5,680,644 |
| ROYAL BANK OF CANADA | 0.36% | 379,431 | +66% | 0% | $5,373,000 |
| Keebeck Wealth Management | 0.34% | 359,994 | -1.1% | 0.59% | $5,097,524 |
| Advisors Asset Management, Inc. | 0.34% | 354,791 | +4.6% | 0.08% | $5,023,841 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 0.34% | 352,521 | 0.58% | $5,083,353 | |
| RAYMOND JAMES FINANCIAL INC | 0.32% | 334,442 | -28% | 0% | $4,735,695 |
| Cambridge Investment Research Advisors, Inc. | 0.2% | 214,349 | +2.3% | 0.01% | $3,035,000 |
| READYSTATE ASSET MANAGEMENT LP | 0.19% | 203,918 | 0.13% | $2,887,479 | |
| JANE STREET GROUP, LLC | 0.18% | 186,712 | 0% | $2,643,842 | |
| WOLVERINE ASSET MANAGEMENT LLC | 0.17% | 181,129 | 0.04% | $2,564,787 | |
| Lido Advisors, LLC | 0.17% | 180,590 | +1243% | 0.01% | $2,565,618 |
| Quarry LP | 0.14% | 142,366 | 0.49% | $2,015,903 | |
| AMERIPRISE FINANCIAL INC | 0.12% | 120,789 | +3.8% | 0% | $1,710,374 |
| FIRST TRUST ADVISORS LP | 0.11% | 118,423 | -1.9% | 0% | $1,676,869 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 108,896 | +47% | 0% | $1,541,960 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 21,203,291 | $300,345,471 | +$19,992,332 | $14.16 | 104 |
| 2025 Q3 | 19,648,025 | $290,600,434 | -$83,915,188 | $14.79 | 94 |
| 2025 Q2 | 25,306,021 | $383,133,420 | -$63,547,001 | $15.14 | 91 |
| 2025 Q1 | 29,509,085 | $425,075,919 | -$60,796,812 | $14.40 | 90 |
| 2024 Q4 | 33,734,544 | $511,205,833 | -$37,833,742 | $15.15 | 89 |
| 2024 Q3 | 35,615,832 | $585,832,718 | -$74,773,346 | $16.45 | 80 |
| 2024 Q2 | 40,156,330 | $658,944,466 | -$13,211,023 | $16.41 | 85 |
| 2024 Q1 | 40,787,805 | $679,335,813 | +$49,404,089 | $16.66 | 90 |
| 2023 Q4 | 37,869,827 | $566,187,262 | +$14,236,639 | $14.95 | 85 |
| 2023 Q3 | 35,400,429 | $512,999,710 | +$7,779,717 | $14.49 | 80 |
| 2023 Q2 | 34,777,893 | $530,383,310 | +$21,645,300 | $15.25 | 71 |
| 2023 Q1 | 33,278,367 | $503,834,878 | +$12,041,700 | $15.14 | 71 |
| 2022 Q4 | 32,660,820 | $453,060,612 | +$56,405,489 | $13.87 | 84 |
| 2022 Q3 | 28,122,040 | $382,752,830 | +$31,664,788 | $13.61 | 74 |
| 2022 Q2 | 25,780,512 | $377,743,950 | +$57,920,285 | $14.65 | 67 |
| 2022 Q1 | 22,284,740 | $369,008,680 | +$18,283,114 | $16.56 | 61 |
| 2021 Q4 | 21,127,445 | $410,925,725 | +$144,235,864 | $19.45 | 64 |
| 2021 Q3 | 11,754,518 | $237,431,100 | +$52,812,045 | $20.20 | 38 |
| 2021 Q2 | 9,136,056 | $199,895,410 | +$26,193,015 | $21.88 | 34 |
| 2021 Q1 | 7,940,810 | $163,021,229 | +$58,284,188 | $20.53 | 27 |
| 2020 Q4 | 5,098,012 | $110,980,000 | +$74,176,950 | $21.76 | 26 |
| 2020 Q3 | 1,706,704 | $34,920,000 | +$34,920,000 | $20.46 | 15 |