Who owns BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI)
Which tracked institutional funds hold BUI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BUI is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BUI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BUI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BUI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 76 tracked filers holding BUI, 48 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BUI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Cable Car Capital, LP$6M
- SIT INVESTMENT ASSOCIATES INC$3M
- Yakira Capital Management, Inc.$1M
- Quarry LP$695K
- BOOTHBAY FUND MANAGEMENT, LLC$623K
- Alpine Global Management, LLC$598K
Full exits 1
- FIRST TRUST ADVISORS LP$558K
Largest adds
- MORGAN STANLEY$1M
- BANK OF AMERICA CORP /DE/$1M
- Cambridge Investment Research Advisors, Inc.$667K
- Invesco Ltd.$666K
- AMERIPRISE FINANCIAL INC$609K
- RAYMOND JAMES FINANCIAL INC$605K
Largest trims
- STIFEL FINANCIAL CORP$437K
- NewEdge Advisors, LLC$336K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 767,601 | $20M | 14.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 748,564 | $20M | 14.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 488,312 | $13M | 9.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 380,235 | $10M | 7.4% | 2026-Q1 |
| Invesco Ltd. added | 216,450 | $6M | 4.2% | 2026-Q1 |
| Cable Car Capital, LP new | 215,000 | $6M | 4.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 162,123 | $4M | 3.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 160,318 | $4M | 3.1% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 124,426 | $3M | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 110,314 | $3M | 2.1% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC new | 105,107 | $3M | 2.0% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $3M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 101,207 | $3M | 2.0% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 94,892 | $3M | 1.8% | 2026-Q1 |
| UBS Group AG trimmed | 88,488 | $2M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 84,377 | $2M | 1.6% | 2026-Q1 |
| Cypress Capital Management LLC (WY) added | 64,480 | $2M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 54,310 | $1M | 1.1% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 53,335 | $1M | 1.0% | 2026-Q1 |
| PURSUIT WEALTH STRATEGIES, LLC added | 52,447 | $1M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 49,895 | $1M | 1.0% | 2026-Q1 |
| Yakira Capital Management, Inc. new | 46,242 | $1M | 0.9% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 44,604 | $1M | 0.9% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP added | 37,065 | $978K | 0.7% | 2026-Q1 |
| &PARTNERS added | 34,848 | $916K | 0.7% | 2026-Q1 |
| PMG Family Office LLC added | 33,635 | $887K | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 32,826 | $866K | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 28,663 | $766K | 0.6% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 29,015 | $765K | 0.6% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 28,010 | $739K | 0.5% | 2026-Q1 |
| Quarry LP new | 26,346 | $695K | 0.5% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 23,606 | $623K | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 23,454 | $619K | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 22,905 | $604K | 0.4% | 2026-Q1 |
| Alpine Global Management, LLC new | 22,672 | $598K | 0.4% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP new | 22,637 | $597K | 0.4% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 20,786 | $538K | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 19,589 | $517K | 0.4% | 2026-Q1 |
| INGALLS & SNYDER LLC added | 18,400 | $485K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 18,178 | $480K | 0.4% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 15,533 | $410K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 14,737 | $389K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 13,559 | $358K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 13,186 | $348K | 0.3% | 2026-Q1 |
| Chancellor Financial Group WB LP added | 12,607 | $333K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 12,337 | $325K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 12,265 | $324K | 0.2% | 2026-Q1 |
| M3 Advisory Group, LLC added | 10,546 | $278K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 10,000 | $264K | 0.2% | 2026-Q1 |
| LIBERTY SQUARE WEALTH PARTNERS LLC trimmed | 9,839 | $260K | 0.2% | 2026-Q1 |
| SeaCrest Wealth Management, LLC added | 9,595 | $253K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC | 9,400 | $248K | 0.2% | 2026-Q1 |
| Shaker Financial Services, LLC new | 9,000 | $237K | 0.2% | 2026-Q1 |
| Stronghold Wealth Management L.L.C. trimmed | 8,661 | $228K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 6,077 | $160K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ | 4,750 | $125K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 4,675 | $123K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,240 | $112K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,955 | $104K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,948 | $102K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 3,025 | $80K | 0.1% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC added | 2,908 | $77K | 0.1% | 2026-Q1 |
| IFG Advisory, LLC new | 2,624 | $69K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 1,996 | $53K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 1,576 | $42K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,030 | $27K | 0.0% | 2026-Q1 |
| Kilter Group LLC new | 1,000 | $26K | 0.0% | 2026-Q1 |
| Hilltop National Bank | 800 | $21K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 715 | $19K | 0.0% | 2026-Q1 |
| Winch Advisory Services, LLC added | 668 | $18K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 13,691 | $14K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 223 | $6K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 200 | $5K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 166 | $4K | 0.0% | 2026-Q1 |
| McIlrath & Eck, LLC | 126 | $3K | 0.0% | 2026-Q1 |
| Consolidated Portfolio Review Corp trimmed | 33,210 | $855K | 0.6% | 2025-Q2 stale |
| Dakota Wealth Management trimmed | 34,688 | $785K | 0.6% | 2025-Q1 stale |
| FIRST TRUST ADVISORS LP trimmed | 21,738 | $558K | 0.4% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 14,483 | $372K | 0.3% | 2025-Q4 stale |
| Liberty Capital Management, Inc. trimmed | 13,080 | $336K | 0.2% | 2025-Q4 stale |
| HM PAYSON & CO | 10,000 | $258K | 0.2% | 2025-Q2 stale |
| Sage Investment Counsel LLC | 9,693 | $250K | 0.2% | 2025-Q2 stale |
| Sigma Planning Corp | 9,350 | $241K | 0.2% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 8,056 | $207K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 7,883 | $203K | 0.1% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 5,800 | $131K | 0.1% | 2025-Q1 stale |
| COMERICA BANK | 4,675 | $120K | 0.1% | 2025-Q4 stale |
| MONTAG A & ASSOCIATES INC added | 4,761 | $108K | 0.1% | 2025-Q1 stale |
| Creekmur Asset Management LLC added | 1,665 | $44K | 0.0% | 2025-Q3 stale |
| Cullen/Frost Bankers, Inc. new | 1,673 | $43K | 0.0% | 2025-Q4 stale |
| Westside Investment Management, Inc. | 1,000 | $26K | 0.0% | 2025-Q4 stale |
| TRUST CO OF VERMONT new | 1,000 | $26K | 0.0% | 2025-Q4 stale |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 975 | $25K | 0.0% | 2025-Q4 stale |
| Blue Trust, Inc. added | 500 | $13K | 0.0% | 2025-Q2 stale |
| Elequin Capital, LP trimmed | 505 | $11K | 0.0% | 2025-Q1 stale |
| Wilmington Savings Fund Society, FSB | 500 | $11K | 0.0% | 2025-Q1 stale |
| EQ WEALTH ADVISORS, LLC | 350 | $9K | 0.0% | 2025-Q4 stale |
| Beaird Harris Wealth Management, LLC | 250 | $6K | 0.0% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. | 200 | $5K | 0.0% | 2025-Q3 stale |
| Sound Income Strategies, LLC new | 100 | $3K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.