BANCROFT FUND LTD - Common Stock (BCV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BCV on NYSE
Shares outstanding
5,791,509
Price per share
$22.10
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,186,554
Total reported value
$47,844,955
% of total 13F portfolios
0%
Share change
+223,722
Value change
+$5,324,642
Number of holders
37
Price from insider filings
$22.10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BANCROFT FUND LTD - Common Stock (BCV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 6.1% +21% $7,786,488 +$1,326,833 355,835 +21% Saba Capital Management, L.P. 29 Oct 2025
AMERIPRISE FINANCIAL INC 5.3% $6,716,772 306,950 Ameriprise Financial, Inc. 30 Sep 2025

As of 30 Sep 2025, 37 institutional investors reported holding 2,186,554 shares of BANCROFT FUND LTD - Common Stock (BCV). This represents 38% of the company’s total 5,791,509 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BANCROFT FUND LTD - Common Stock (BCV) together control 36% 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
Saba Capital Management, L.P. 5.4% 314,539 +25% 0.23% $6,882,837
AMERIPRISE FINANCIAL INC 5.3% 306,950 +7.4% 0% $6,716,827
SIT INVESTMENT ASSOCIATES INC 4.9% 284,438 0% 0.13% $6,224,000
MORGAN STANLEY 2.4% 140,232 +33% 0% $3,068,599
Pathstone Holdings, LLC 1.7% 99,665 +245% 0.01% $2,180,889
BANK OF AMERICA CORP /DE/ 1.7% 99,628 +25710% 0% $2,180,059
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1.4% 80,279 +23% 0.27% $1,756,689
Beckerman Institutional, LLC 1.3% 74,919 -1.1% 0.97% $1,639,391
GUGGENHEIM CAPITAL LLC 1.3% 74,584 -5.4% 0.01% $1,631,905
LPL Financial LLC 1.1% 66,531 -1.6% 0% $1,455,842
UBS Group AG 1.1% 64,856 -0.52% 0% $1,419,179
Advisors Asset Management, Inc. 0.98% 56,498 -61% 0.02% $1,236,306
Invesco Ltd. 0.93% 53,596 +70% 0% $1,172,804
Cambridge Investment Research Advisors, Inc. 0.85% 49,158 -0.83% 0% $1,076,000
ROYAL BANK OF CANADA 0.73% 42,244 +1.3% 0% $924,000
Bulldog Investors, LLP 0.68% 39,448 0.2% $863,213
Mezzasalma Advisors, LLC 0.67% 38,832 -4.9% 0.22% $849,730
WELLS FARGO & COMPANY/MN 0.62% 35,942 +75% 0% $786,495
Shaker Financial Services, LLC 0.61% 35,042 0.26% $766,800
Verition Fund Management LLC 0.55% 31,929 0% $698,680
GABELLI & Co INVESTMENT ADVISERS, INC. 0.48% 28,000 0% 0.1% $612,704
STIFEL FINANCIAL CORP 0.45% 26,295 +120% 0% $575,396
UHLMANN PRICE SECURITIES, LLC 0.4% 23,152 +3.8% 0.31% $506,602
Cetera Investment Advisers 0.36% 21,075 +11% 0% $461,171
ENVESTNET ASSET MANAGEMENT INC 0.34% 19,416 -1.8% 0% $424,863

Institutional Holders of BANCROFT FUND LTD - Common Stock (BCV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 24,519 $541,894 +$7,794 $22.10 2
2025 Q3 2,186,554 $47,844,955 +$5,324,642 $21.88 37
2025 Q2 1,961,832 $37,079,604 +$1,726,416 $18.90 37
2025 Q1 1,875,004 $32,672,440 +$3,632,951 $17.42 40
2024 Q4 1,645,416 $29,137,676 +$2,532,738 $17.71 42
2024 Q3 1,462,567 $24,527,746 +$1,648,677 $16.77 36
2024 Q2 1,322,842 $20,728,318 -$1,243,946 $15.67 38
2024 Q1 1,399,765 $22,382,190 +$1,584,559 $15.99 42
2023 Q4 1,213,204 $19,375,918 +$4,061,476 $15.98 36
2023 Q3 1,086,756 $17,129,739 +$259,455 $15.77 36
2023 Q2 1,067,645 $18,246,406 +$278,486 $17.09 37
2023 Q1 1,051,365 $17,831,256 -$524,969 $16.99 30
2022 Q4 1,084,187 $17,757,731 -$423,707 $16.38 31
2022 Q3 1,105,905 $18,488,000 -$689,213 $16.72 31
2022 Q2 1,140,207 $20,591,000 -$1,160,062 $18.06 37
2022 Q1 1,241,300 $28,276,681 -$411,293 $22.78 36
2021 Q4 1,271,171 $33,594,485 -$1,193,411 $26.43 37
2021 Q3 1,326,127 $39,293,223 -$1,658,770 $29.63 33
2021 Q2 1,385,022 $44,350,000 +$921,017 $32.02 34
2021 Q1 1,359,975 $40,102,000 -$3,458,046 $29.49 33
2020 Q4 1,464,545 $44,136,000 +$1,774,216 $30.14 31
2020 Q3 1,406,410 $34,948,000 -$3,069,619 $24.85 31
2020 Q2 1,531,017 $36,513,000 +$769,112 $23.85 30
2020 Q1 1,495,015 $29,094,000 -$2,890,221 $19.46 27
2019 Q4 1,646,623 $42,975,000 +$2,368,846 $26.10 30
2019 Q3 1,559,781 $36,869,000 +$651,703 $23.64 31
2019 Q2 1,532,238 $34,317,000 +$364,537 $22.39 31
2019 Q1 1,519,833 $32,492,000 -$589,840 $21.38 32
2018 Q4 1,503,158 $27,997,000 +$133,083 $18.63 31
2018 Q3 1,487,070 $34,057,000 +$495,219 $22.90 35
2018 Q2 1,474,042 $32,228,000 -$1,422,525 $21.88 40
2018 Q1 1,525,338 $32,120,000 +$7,081,573 $20.99 35
2017 Q4 1,186,452 $25,810,000 +$654,043 $21.76 30
2017 Q3 1,155,779 $25,299,000 +$1,547,860 $21.89 31
2017 Q2 1,085,099 $23,491,000 -$394,662 $21.67 30
2017 Q1 1,095,261 $23,036,563 +$1,253,051 $21.04 33
2016 Q4 1,034,975 $20,942,000 -$7,244 $20.23 30
2016 Q3 1,038,907 $21,812,224 -$9,314,527 $21.01 27
2016 Q2 1,510,873 $28,275,000 -$790,273 $18.71 29
2016 Q1 1,627,719 $29,217,000 +$1,416,494 $17.95 31
2015 Q4 1,800,192 $33,215,000 -$964,682 $18.20 31
2015 Q3 1,537,189 $28,749,000 -$4,873,176 $18.70 33
2015 Q2 1,758,840 $37,250,000 +$5,537,536 $21.18 32
2015 Q1 1,497,341 $31,338,223 -$479,028 $20.93 31
2014 Q4 1,769,109 $35,482,173 +$330,421 $20.06 33
2014 Q3 1,778,200 $35,132,646 +$441,932 $19.76 32
2014 Q2 1,729,017 $34,883,662 +$518,751 $20.18 38
2014 Q1 1,706,126 $33,352,000 +$1,726,596 $19.55 32