BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST - Common Shares, $0.001 par value (BFZ) Institutional Ownership

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

Type / Class
Equity / Common Shares, $0.001 par value
Symbol
BFZ on NYSE
Shares outstanding
30,071,811
Price per share
$10.98
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,885,513
Total reported value
$86,340,909
% of total 13F portfolios
0%
Share change
-1,112,334
Value change
-$12,143,600
Number of holders
60
Price from insider filings
$10.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST - Common Shares, $0.001 par value (BFZ) 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. 4.8% -17% $15,583,964 -$3,303,843 1,428,411 -17% Saba Capital Management, L.P. 11 Dec 2025

As of 30 Sep 2025, 60 institutional investors reported holding 7,885,513 shares of BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST - Common Shares, $0.001 par value (BFZ). This represents 26% of the company’s total 30,071,811 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST - Common Shares, $0.001 par value (BFZ) together control 25% 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. 9.2% 2,768,024 -41% 1% $30,309,863
MORGAN STANLEY 2.3% 681,816 +249% 0% $7,465,886
GUGGENHEIM CAPITAL LLC 2.1% 620,863 -4.8% 0.05% $6,798,449
Advisors Asset Management, Inc. 1.9% 585,667 +3% 0.11% $6,413,054
Allspring Global Investments Holdings, LLC 1.1% 327,258 +161% 0.01% $3,583,475
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.1% 326,977 0.2% $3,580,398
LPL Financial LLC 0.91% 272,534 +18% 0% $2,984,247
WELLS FARGO & COMPANY/MN 0.86% 258,085 -7.9% 0% $2,826,033
Hennion & Walsh Asset Management, Inc. 0.83% 250,131 -2.3% 0.1% $2,738,934
Trilogy Capital Inc. 0.65% 196,619 +42% 0.1% $2,152,977
UBS Group AG 0.47% 140,647 -14% 0% $1,540,085
Atala Financial Inc 0.44% 132,180 +3.9% 0.92% $1,447,371
Oder Investment Management, LLC 0.39% 117,659 +0.76% 0.93% $1,288,368
IEQ CAPITAL, LLC 0.3% 90,278 +435% 0% $988,545
BANK OF AMERICA CORP /DE/ 0.28% 85,518 -4.2% 0% $936,419
HOLLENCREST CAPITAL MANAGEMENT 0.26% 78,421 0% 0.03% $858,711
MELFA WEALTH MANAGEMENT, INC. 0.25% 75,901 +0.01% 0.49% $831,114
WOLVERINE ASSET MANAGEMENT LLC 0.24% 72,893 0.01% $798,178
Allianz Asset Management GmbH 0.23% 68,750 0% 0% $752,813
Cypress Wealth Services, LLC 0.18% 55,139 +1.7% 0.1% $603,773
ROYAL BANK OF CANADA 0.17% 52,034 -81% 0% $570,000
Balyasny Asset Management L.P. 0.17% 51,231 0% $560,979
RAYMOND JAMES FINANCIAL INC 0.16% 48,026 +9.9% 0% $525,884
Vivaldi Capital Management LP 0.15% 44,373 +0.07% 0.07% $485,883
Logan Stone Capital, LLC 0.12% 35,566 0.18% $389,448

Institutional Holders of BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST - Common Shares, $0.001 par value (BFZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,939,420 $53,055,758 +$12,735,569 $10.74 49
2025 Q3 7,885,513 $86,340,909 -$12,143,600 $10.95 60
2025 Q2 8,997,847 $97,267,274 -$17,343,659 $10.81 52
2025 Q1 10,588,205 $116,261,253 +$15,268,320 $10.98 58
2024 Q4 9,197,297 $103,015,282 -$5,931,193 $11.20 57
2024 Q3 9,684,073 $117,092,345 -$13,968,661 $12.09 52
2024 Q2 10,811,055 $129,386,654 -$4,172,561 $11.97 54
2024 Q1 11,153,199 $131,788,574 -$2,495,318 $11.82 56
2023 Q4 10,978,678 $132,053,289 +$1,346,681 $12.03 56
2023 Q3 11,271,058 $115,969,579 -$4,856,165 $10.29 58
2023 Q2 11,700,697 $138,576,323 -$383,609 $11.86 61
2023 Q1 11,751,446 $137,421,973 +$11,414,412 $11.70 61
2022 Q4 10,808,846 $117,076,790 -$8,170,144 $10.83 62
2022 Q3 11,503,607 $118,558,362 -$269,257 $10.28 63
2022 Q2 11,510,984 $130,440,000 +$2,442,742 $11.33 69
2022 Q1 11,263,017 $138,215,000 +$6,542,596 $12.28 68
2021 Q4 10,606,067 $154,305,000 -$1,260,592 $14.55 61
2021 Q3 10,367,419 $152,915,000 +$1,461,629 $14.75 58
2021 Q2 10,267,572 $153,911,000 -$2,977,650 $14.99 56
2021 Q1 10,476,145 $150,482,791 +$7,952,823 $14.36 58
2020 Q4 9,633,939 $137,071,000 +$4,628,223 $14.23 56
2020 Q3 9,510,502 $125,374,000 +$6,522,953 $13.19 60
2020 Q2 10,899,165 $143,674,000 +$14,806,933 $13.17 58
2020 Q1 8,170,658 $103,678,000 +$11,920,402 $12.69 56
2019 Q4 7,239,137 $98,153,000 +$5,622,041 $13.56 61
2019 Q3 6,724,037 $92,029,488 +$5,442,347 $13.69 61
2019 Q2 6,330,892 $83,884,000 -$5,020,579 $13.25 57
2019 Q1 6,727,837 $86,398,000 +$2,047,440 $12.83 52
2018 Q4 6,568,942 $78,606,000 +$25,342,483 $11.97 57
2018 Q3 4,318,731 $53,383,000 +$7,936,599 $12.35 50
2018 Q2 3,635,976 $47,371,000 +$9,117,322 $13.03 47
2018 Q1 2,936,202 $38,168,000 +$2,729,229 $12.99 40
2017 Q4 2,698,078 $37,178,800 +$7,705,722 $13.78 45
2017 Q3 2,125,570 $30,822,000 -$603,261 $14.50 38
2017 Q2 2,168,560 $31,146,000 +$2,025,721 $14.37 42
2017 Q1 2,042,583 $29,162,000 -$1,808,494 $14.28 43
2016 Q4 2,166,995 $31,406,000 +$938,663 $14.49 42
2016 Q3 2,087,214 $34,498,000 +$2,135,669 $16.55 34
2016 Q2 1,956,860 $33,081,000 -$243,488 $16.90 37
2016 Q1 1,958,715 $31,805,000 -$3,135,839 $16.24 32
2015 Q4 2,160,802 $34,464,000 +$7,063,297 $15.95 31
2015 Q3 1,708,597 $25,754,000 -$983,858 $15.06 23
2015 Q2 1,776,586 $25,794,000 +$1,913,530 $14.51 28
2015 Q1 1,645,786 $25,574,000 +$3,290,988 $15.53 27
2014 Q4 1,424,704 $21,338,889 +$1,175,625 $14.98 26
2014 Q3 1,323,686 $19,203,000 +$1,009,489 $14.50 24
2014 Q2 1,192,406 $17,686,000 -$1,025,358 $14.84 22
2014 Q1 1,261,819 $18,470,000 -$3,521,033 $14.63 22