BlackRock Energy and Resourcesome Trust (LSE:BERI) Institutional Ownership: 5.95% (As of Aug. 03, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:BERI BlackRock Energy and Resources Income Trust PLC LSE:BERI
41 GF Score
Price £1.74
! 3 Warning Signs
View Full Analysis

What is BlackRock Energy and Resourcesome Trust Institutional Ownership?

BlackRock Energy and Resourcesome Trust LSE:BERI 41 Institutional Ownership is 5.95% as of Aug. 03, 2026. GuruFocus rates LSE:BERI with a GF Score™ of 41/100. The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, BlackRock Energy and Resourcesome Trust's institutional ownership is 5.95%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, BlackRock Energy and Resourcesome Trust's Insider Ownership is 0.52%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, BlackRock Energy and Resourcesome Trust's Float Percentage Of Total Shares Outstanding is 0.00%.

BlackRock Energy and Resourcesome Trust Institutional Ownership Historical Data

* Premium members only.

The historical data trend for BlackRock Energy and Resourcesome Trust's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

BlackRock Energy and Resourcesome Trust Institutional Ownership Chart

BlackRock Energy and Resourcesome Trust Historical Data

The historical data trend for BlackRock Energy and Resourcesome Trust can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 17.53 18.33 18.72 18.76 9.26 6.97 6.39 5.85 5.66 5.95
LSE:BERI
41GF Score
BlackRock Energy and Resources Income Trust PLC LSE:BERI
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

BlackRock Energy and Resourcesome Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 5.95% mean?
BlackRock Energy and Resourcesome Trust (LSE:BERI) has a Institutional Ownership of 5.95% as of Aug. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on BlackRock Energy and Resourcesome Trust and its competitors.
Is BlackRock Energy and Resourcesome Trust's Institutional Ownership too high?
BlackRock Energy and Resourcesome Trust's current Institutional Ownership is 5.95%. Overall, BlackRock Energy and Resourcesome Trust has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does BlackRock Energy and Resourcesome Trust's Institutional Ownership compare to BLK and BX?
BlackRock Energy and Resourcesome Trust's Institutional Ownership of 5.95% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on BlackRock Energy and Resourcesome Trust and its competitors. BlackRock Energy and Resourcesome Trust's current Institutional Ownership is 5.95%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock Energy and Resourcesome Trust stock overvalued right now?
BlackRock Energy and Resourcesome Trust (LSE:BERI) has a current Institutional Ownership of 5.95%. The current Institutional Ownership is 5.95%. BlackRock Energy and Resourcesome Trust's overall GF Score™ is 41/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For BlackRock Energy and Resourcesome Trust (LSE:BERI), the current Institutional Ownership is 5.95% as of Aug. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

BlackRock Energy and Resourcesome Trust Business Description

Address 12 Throgmorton Avenue, London, GBR, EC2N 2DL
BlackRock Energy and Resources Income Trust PLC is a UK-based investment trust company. The company's objectives are to achieve an annual dividend target and, over the long term, capital growth by investing in securities of companies operating in the mining and energy sectors. It seeks to achieve its objectives through a focused portfolio consisting of approximately thirty to one hundred and fifty securities. The company operates a flexible gearing policy that depends on prevailing market conditions.
41GF Score

Get the complete analysis for LSE:BERI

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£1.74
Price