Who Owns BlackRock Taxable Municipal Bond Trust (BBN)?Hedge Fund & Institutional Holders

$15.90-0.15 (-0.93%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0900084000344722e+178T

% of Float Held

—

QoQ Change in Holders

+14 / -5

Price History

$15.44$16.12$16.79$17.47$18.15Sep 24Jun 25Mar 26

BBN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Eagle Bluffs Wealth Management LLCNew Position+2.1M+$34.5M
SIT INVESTMENT ASSOCIATES INCIncreased+372K+$4.0M
Focus Partners WealthNew Position+178K+$2.0M
BENJAMIN EDWARDS INCNew Position+119K+$1.9M
Noble Wealth Management PBCNew Position+110K+$1.8M
PARK AVENUE SECURITIES LLCNew Position+94K+$1.5M
PRIMORIS WEALTH ADVISORS, LLCNew Position+80K+$1.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+111K+$1.0M
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+62K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+101K+$1.0M
Savvy Advisors, Inc.New Position+54K+$883K
Logan Stone Capital, LLCNew Position+51K+$831K
Allspring Global Investments Holdings, LLCNew Position+44K+$717K
Westview Management dba Westview Investment AdvisorsNew Position+44K+$715K
Addison Capital CoNew Position+35K+$573K

BBN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-69K-$13.4B
Invesco Ltd.Decreased-204K-$13.1B
WELLS FARGO & COMPANY/MNDecreased-6K-$11.7B
M&T BANK CORPDecreased-622K-$10.7B
1607 Capital Partners, LLCClosed Position-232K-$3.8B
StoneX Group Inc.Decreased-20K-$3.2B
Kovitz Investment Group Partners, LLCClosed Position-178K-$2.9B
Broyhill Asset Management, LLCDecreased-11K-$2.7B
OSAIC HOLDINGS, INC.Decreased-34K-$2.7B
Fiera Capital CorpClosed Position-91K-$1.5B
STIFEL FINANCIAL CORPDecreased-2K-$1.5B
Baird Financial Group, Inc.Decreased-426-$1.1B
Apexium Financial, LPClosed Position-66K-$1.1B
Steward Partners Investment Advisory, LLCDecreased-14K-$954.8M
READYSTATE ASSET MANAGEMENT LPClosed Position-50K-$824.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC6,694,566$109.0M2.18%Share
2MORGAN STANLEY5,186,519$84.0M0.01%Share
3Eagle Bluffs Wealth Management LLC2,112,255$34.5M13.97%Share
4BANK OF AMERICA CORP /DE/1,100,575$17.0M0.00%Share
5Focused Wealth Management, Inc776,422$12.7M1.32%Share
6UBS Group AG765,341$12.5M0.00%Share
7LPL Financial LLC736,719$12.0M0.00%Share
8WELLS FARGO & COMPANY/MN642,245$10.0M0.00%Share
9Invesco Ltd.583,626$9.5M0.00%Share
10RAYMOND JAMES FINANCIAL INC596,282$9.0M0.00%Share
11ROYAL BANK OF CANADA562,963$9.0M0.00%Share
12AMERIPRISE FINANCIAL INC380,291$6.0M0.00%Share
13RAYMOND JAMES FINANCIAL INC367,849$6.0M0.00%Share
14Broyhill Asset Management, LLC152,780$2.5M2.20%Share
15OSAIC HOLDINGS, INC.123,276$2.0M0.00%Share
16HighTower Advisors, LLC179,747$2.0M0.00%Share
17JANE STREET GROUP, LLC148,241$2.0M0.00%Share
18StoneX Group Inc.175,352$2.0M0.09%Share
19Intellectus Partners, LLC177,847$2.0M0.39%Share
20Focus Partners Wealth177,656$2.0M0.00%Share
21BENJAMIN EDWARDS INC118,902$1.9M0.02%Share
22PARK AVENUE SECURITIES LLC94,181$1.5M0.01%Share
23PRIMORIS WEALTH ADVISORS, LLC80,233$1.3M0.78%Share
24STIFEL FINANCIAL CORP87,915$1.0M0.00%Share
25ENVESTNET ASSET MANAGEMENT INC110,837$1.0M0.00%Share
26Baird Financial Group, Inc.67,369$1.0M0.00%Share
27UNITED CAPITAL FINANCIAL ADVISORS, LLC61,885$1.0M0.01%Share
28ROYAL BANK OF CANADA111,217$1.0M0.00%Share
29COMMONWEALTH EQUITY SERVICES, LLC100,573$1.0M0.00%Share
30RIVERBRIDGE PARTNERS LLC56,772$926K0.02%Share
31Noble Wealth Management PBC55,497$921K0.49%Share
32Corient Private Wealth LLC54,625$891K0.00%Share
33Noble Wealth Management PBC54,227$884K0.44%Share
34Savvy Advisors, Inc.54,136$883K0.03%Share
35Logan Stone Capital, LLC50,949$831K0.20%Share
36NATURAL INVESTMENTS, LLC49,339$805K0.20%Share
37UBS Group AG46,145$753K0.00%Share
38Allspring Global Investments Holdings, LLC43,945$717K0.00%Share
39Westview Management dba Westview Investment Advisors43,852$715K0.34%Share
40KESTRA PRIVATE WEALTH SERVICES, LLC41,679$680K0.01%Share
41ORLEANS CAPITAL MANAGEMENT CORP/LA39,265$640K0.40%Share
42Walker Asset Management, LLC36,421$594K0.32%Share
43Addison Capital Co35,143$573K0.14%Share
44SEVEN MILE ADVISORY34,768$567K0.10%Share
45Oder Investment Management, LLC34,055$555K0.40%Share
46ACCESS FINANCIAL SERVICES, INC.33,784$551K0.20%Share
47Gridiron Partners, LLC32,531$530K0.30%Share
48Coquina Private Wealth LLC26,694$435K0.35%Share
49KERR FINANCIAL PLANNING Corp4,537$423K0.57%Share
50Koshinski Asset Management, Inc.24,717$403K0.03%Share

BBN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$379.1M+45
Q3 202575$248.9B-32
Q2 2025107$183.4B-9
Q1 2025116$285.5B+11
Q4 2024105$5.8T+14
Q3 202491$182.2T+0
Q2 202491$175.2T+9
Q1 202482$159.4T—

Similar Stocks by Institutional Ownership

NVDA

NVIDIA Corporation

AAPL

Apple Inc.

MSFT

Microsoft Corporation

TSM

Taiwan Semiconductor Manufacturing Company Limited

AVGO

Broadcom Inc.

ASML

ASML Holding N.V.

ORCL

Oracle Corporation

MU

Micron Technology, Inc.

As of Q4 2025, 50 institutional investors hold BBN (BlackRock Taxable Municipal Bond Trust). The largest holder is SIT INVESTMENT ASSOCIATES INC with $109.0M in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own BBN?

As of Q4 2025, 50 institutional investors report holding BBN (BlackRock Taxable Municipal Bond Trust) in their 13F filings.

Who is the largest institutional holder of BBN?

The largest institutional holder of BBN is SIT INVESTMENT ASSOCIATES INC with $109.0M in shares.

Is institutional ownership of BBN increasing or decreasing?

This quarter, 14 institutions opened new positions in BBN and 5 closed their positions.