Who Holds BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI)? 82 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 82 holders, $140 million in total.
Largest holders
The 82 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| MORGAN STANLEY | 818,162 | $24 million | +7% | 13F |
| AMERIPRISE FINANCIAL INC | 752,544 | $22 million | +1% | 13F |
| BANK OF AMERICA CORP /DE/ | 512,280 | $15 million | +5% | 13F |
| RAYMOND JAMES FINANCIAL INC | 446,794 | $13 million | +18% | 13F |
| Invesco Ltd. | 284,741 | $8 million | +32% | 13F |
| WELLS FARGO & COMPANY/MN | 255,676 | $7 million | +58% | 13F |
| LPL Financial LLC | 173,052 | $5 million | +8% | 13F |
| Wealthspire Retirement, LLC | 128,821 | $4 million | +4% | 13F |
| ROYAL BANK OF CANADA | 97,579 | $3 million | -12% | 13F |
| UBS Group AG | 96,628 | $3 million | +9% | 13F |
| Hennion & Walsh Asset Management, Inc. | 94,120 | $3 million | -1% | 13F |
| OSAIC HOLDINGS, INC. | 79,680 | $2 million | -6% | 13F |
| Cypress Capital Management LLC (WY) | 78,975 | $2 million | +22% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,650 | $2 million | +39% | 13F |
| PNC Financial Services Group, Inc. | 54,792 | $2 million | +23% | 13F |
| PURSUIT WEALTH STRATEGIES, LLC | 53,624 | $2 million | +2% | 13F |
| Smith Asset Management Co., LLC | 52,521 | $2 million | -2% | 13F |
| Kestra Advisory Services, LLC | 48,311 | $1 million | -3% | 13F |
| American Institute for Advanced Investment Management, LLP | 38,140 | $1 million | +3% | 13F |
| &PARTNERS | 36,827 | $1 million | +6% | 13F |
| PMG Family Office LLC | 33,671 | $976,796 | +0% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,013 | $928,700 | -2% | 13F |
| Cetera Investment Advisers | 31,482 | $913,286 | +34% | 13F |
| FIRST TRUST ADVISORS LP | 31,235 | $906,138 | New | 13F |
| Everstar Asset Management, LLC | 29,015 | $841,725 | +0% | 13F |
| OpenArc Corporate Advisory, LLC | 28,010 | $812,570 | +0% | 13F |
| Cable Car Capital, LP | 25,716 | $746,021 | -88% | 13F |
| B. Riley Wealth Advisors, Inc. | 25,466 | $738,519 | +23% | 13F |
| Farther Finance Advisors, LLC | 24,933 | $723,316 | -13% | 13F |
| Baird Financial Group, Inc. | 21,705 | $629,662 | -5% | 13F |
| KEYBANK NATIONAL ASSOCIATION/OH | 19,998 | $580,142 | +2% | 13F |
| JPMORGAN CHASE & CO | 18,901 | $548,129 | +379% | 13F |
| J.W. COLE ADVISORS, INC. | 18,209 | $528,254 | New | 13F |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15,875 | $460,527 | +8% | 13F |
| Z3 Capital Partners, LLC | 15,552 | $451,150 | +0% | 13F |
| NewEdge Advisors, LLC | 13,811 | $400,670 | +1% | 13F |
| JANE STREET GROUP, LLC | 13,740 | $398,598 | New | 13F |
| Chancellor Financial Group WB LP | 13,539 | $392,768 | +7% | 13F |
| TRUIST FINANCIAL CORP | 13,270 | $384,963 | +33% | 13F |
| Rockefeller Capital Management L.P. | 13,247 | $384,307 | +0% | 13F |
| Liberty Capital Management, Inc. | 12,380 | $359,144 | New | 13F |
| D.A. DAVIDSON & CO. | 12,134 | $352,007 | -1% | 13F |
| STIFEL FINANCIAL CORP | 11,953 | $346,734 | -12% | 13F |
| Creative Planning | 11,527 | $334,398 | New | 13F |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 11,339 | $328,944 | +15% | 13F |
| EP Wealth Advisors, LLC | 10,815 | $313,756 | New | 13F |
| M3 Advisory Group, LLC | 10,699 | $310,385 | +1% | 13F |
| XTX Topco Ltd | 10,272 | $297,991 | -17% | 13F |
| Private Advisor Group, LLC | 10,218 | $296,429 | New | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 10,084 | $292,544 | New | 13F |
| SeaCrest Wealth Management, LLC | 9,597 | $278,421 | +0% | 13F |
| HighTower Advisors, LLC | 9,400 | $272,694 | +0% | 13F |
| Stronghold Wealth Management L.L.C. | 8,477 | $245,918 | -2% | 13F |
| SEI INVESTMENTS CO | 8,339 | $241,920 | New | 13F |
| Arax Advisory Partners | 7,501 | $217,596 | New | 13F |
| Mariner, LLC | 6,934 | $201,150 | New | 13F |
| FIFTH THIRD BANCORP | 6,675 | $193,642 | +43% | 13F |
| MPWM ADVISORY SOLUTIONS, LLC | 5,663 | $164,297 | +95% | 13F |
| LANARK FINANCIAL, INC. | 5,373 | $155,870 | -12% | 13F |
| HARBOUR INVESTMENTS, INC. | 5,233 | $151,809 | +32% | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,162 | $149,757 | +22% | 13F |
| US BANCORP \DE\ | 4,750 | $137,798 | +0% | 13F |
| Steward Partners Investment Advisory, LLC | 3,775 | $109,513 | +25% | 13F |
| IFG Advisory, LLC | 2,624 | $76,128 | +0% | 13F |
| IFP Advisors, Inc | 1,598 | $46,358 | +1% | 13F |
| Nemes Rush Group LLC | 1,500 | $43,515 | New | 13F |
| Parallel Advisors, LLC | 1,032 | $29,967 | New | 13F |
| Kilter Group LLC | 1,000 | $29,010 | +0% | 13F |
| TRUST CO OF VERMONT | 1,000 | $29,010 | New | 13F |
| Integrated Wealth Concepts LLC | 936 | $27,162 | New | 13F |
| Hilltop National Bank | 800 | $23,208 | +0% | 13F |
| Larson Financial Group LLC | 726 | $21,057 | +2% | 13F |
| Winch Advisory Services, LLC | 678 | $19,659 | +1% | 13F |
| SIT INVESTMENT ASSOCIATES INC | 305,676 | $8,868 | +191% | 13F |
| JFS WEALTH ADVISORS, LLC | 229 | $6,644 | New | 13F |
| Russell Investments Group, Ltd. | 224 | $6,498 | +0% | 13F |
| Triumph Capital Management | 200 | $5,802 | +0% | 13F |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 163 | $4,743 | New | 13F |
| Cambridge Investment Research Advisors, Inc. | 109,289 | $3,170 | +8% | 13F |
| VALLEY NATIONAL ADVISERS INC | 65 | $1,886 | +0% | 13F |
| INGALLS & SNYDER LLC | 18,400 | $534 | +0% | 13F |
| Janney Montgomery Scott LLC | 15,320 | $444 | -16% | 13F |
Questions and answers
- How many institutions hold BlackRock Utilities, Infrastructure & Power Opportunities Trust?
- 82 managers reported BlackRock Utilities, Infrastructure & Power Opportunities Trust on Form 13F for the quarter ended 30 June 2026, against 75 the quarter before.
- Who is the largest institutional holder of BlackRock Utilities, Infrastructure & Power Opportunities Trust?
- MORGAN STANLEY, with 818,162 shares worth $24 million on its 13F for Q2 2026.
- How many institutions bought or sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2026?
- 17 managers reported a new position and 10 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock Utilities, Infrastructure & Power Opportunities Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-utilities-infrastructure-power-opportunities-trust, built from SEC EDGAR.
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