BlackRock Health Sciences Term Trust
BMEZ- Exchange
- NYSE
- SEC CIK
- 0001785971
No open-market purchases or sales by BlackRock Health Sciences Term Trust insiders were filed in the last 90 days; 87 institutions reported holding it in 13F filings for Q2 2026, worth $255.0M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in BlackRock Health Sciences Term Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 86
- +10 vs. Q3 2025
- Shares held
- 13.7M
- +2.62M (+23.8%) vs. Q3 2025
- Total value
- $205.6M
- +$46.9M (+29.6%) vs. Q3 2025
- New holders
- 24
- 31 more added
- Sold out
- 14
- 18 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMEZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 87 | $255.0M |
| Q1 2026 | 87 | $215.0M |
| Q4 2025 | 86 | $205.6M |
| Q3 2025 | 76 | $158.6M |
| Q2 2025 | 75 | $142.4M |
| Q1 2025 | 99 | $643.2M |
| Q4 2024 | 102 | $635.8M |
| Q3 2024 | 92 | $719.6M |
| Q2 2024 | 94 | $722.8M |
| Q1 2024 | 99 | $710.3M |
| Q4 2023 | 106 | $584.4M |
| Q3 2023 | 98 | $447.9M |
| Q2 2023 | 92 | $479.4M |
| Q1 2023 | 85 | $461.9M |
| Q4 2022 | 82 | $406.0M |
| Q3 2022 | 75 | $336.2M |
| Q2 2022 | 78 | $355.4M |
| Q1 2022 | 68 | $405.4M |
| Q4 2021 | 71 | $467.8M |
| Q3 2021 | 67 | $510.7M |
| Q2 2021 | 69 | $532.8M |
| Q1 2021 | 65 | $476.4M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,087,736 | $31.4M | 0.00% | +282,035+15.6% | Added |
| Bank of America Corp | 1,563,203 | $23.5M | 0.00% | +28,112+1.8% | Added |
| Penserra Capital Management LLC | 1,468,529 | $22.1M | 0.26% | +135,896+10.2% | Added |
| UBS Group AG | 1,034,791 | $15.6M | 0.00% | −40,641−3.8% | Reduced |
| Invesco Ltd. | 912,922 | $13.7M | 0.00% | −16,199−1.7% | Reduced |
| Wells Fargo & Company | 711,388 | $10.7M | 0.00% | −29,382−4.0% | Reduced |
| Raymond James Financial Inc | 658,675 | $9.91M | 0.00% | +232,026+54.4% | Added |
| Rivernorth Capital Management, LLC | 648,567 | $9.76M | 0.46% | +429,291+195.8% | Added |
| Wolverine Asset Management LLC | 401,511 | $6.04M | 0.09% | +176,993+78.8% | Added |
| Lazard Asset Management LLC | 378,550 | $5.70M | 0.01% | +378,550 | New |
| Royal Bank of Canada | 378,499 | $5.70M | 0.00% | +11,793+3.2% | Added |
| Z3 Capital Partners, LLC | 350,263 | $5.27M | 1.27% | +350,263 | New |
| Readystate Asset Management LP | 321,259 | $4.83M | 0.21% | +74,185+30.0% | Added |
| City of London Investment Management Co Ltd | 317,715 | $4.78M | 0.36% | +243,645+328.9% | Added |
| Stifel Financial Corp | 266,472 | $4.01M | 0.00% | −1080.0% | Reduced |
| LPL Financial LLC | 197,992 | $2.98M | 0.00% | +11,919+6.4% | Added |
| Almitas Capital LLC | 152,914 | $2.30M | 0.51% | +152,914 | New |
| Advisor Group Holdings, Inc. | 136,969 | $2.06M | 0.00% | −23,929−14.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 123,390 | $1.86M | 0.27% | +33,923+37.9% | Added |
| Rockefeller Capital Management L.P. | 113,060 | $1.70M | 0.00% | −9,856−8.0% | Reduced |
| Susquehanna International Group, LLP | 99,528 | $1.50M | 0.00% | +23,434+30.8% | Added |
| Quantedge Capital Pte Ltd | 73,454 | $1.11M | 0.53% | +57,000+346.4% | Added |
| Evolve Private Wealth, LLC | 73,330 | $1.10M | 0.07% | +73,330 | New |
| Wiley Bros.-Aintree Capital, LLC | 69,257 | $1.04M | 0.01% | +53,558+341.2% | Added |
| Summit Financial, LLC | 59,833 | $900.5K | 0.01% | −1,631−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 54,776 | $824.4K | 0.00% | −9,686−15.0% | Reduced |
| Indivisible Partners | 54,461 | $819.6K | 0.09% | +54,461 | New |
| GWM Advisors LLC | 53,736 | $808.7K | 0.00% | −3,205−5.6% | Reduced |
| Shaker Financial Services, LLC | 52,652 | $792.4K | 0.25% | −131,417−71.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50,764 | $764.0K | 0.19% | +4,098+8.8% | Added |
| TrueMark Investments, LLC | 48,567 | $730.9K | 0.14% | +23,263+91.9% | Added |
| Apollon Wealth Management, LLC | 47,095 | $708.8K | 0.01% | +13,012+38.2% | Added |
| Jane Street Group, LLC | 45,038 | $677.8K | 0.00% | +45,038 | New |
| Maridea Wealth Management LLC | 43,553 | $655.5K | 0.10% | −41−0.1% | Reduced |
| CSS LLC | 37,798 | $568.9K | 0.03% | +37,798 | New |
| NWF Advisory Services Inc. | 34,685 | $522.0K | 0.06% | +13,004+60.0% | Added |
| CI Private Wealth, LLC | 30,442 | $458.2K | 0.00% | +10,000+48.9% | Added |
| SeaCrest Wealth Management, LLC | 28,851 | $449.2K | 0.05% | +304+1.1% | Added |
| Private Advisor Group, LLC | 28,645 | $431.1K | 0.00% | +606+2.2% | Added |
| Chapin Davis, Inc. | 27,605 | $415.5K | 0.10% | 00.0% | Unchanged |
| PMG Family Office LLC | 26,907 | $404.9K | 0.47% | −1,611−5.6% | Reduced |
| Janney Montgomery Scott LLC | 26,169 | $394.0K | 0.00% | −6,066−18.8% | Reduced |
| HighTower Advisors, LLC | 26,151 | $393.6K | 0.00% | +26,151 | New |
| Ameriprise Financial Inc | 23,019 | $346.4K | 0.00% | −426−1.8% | Reduced |
| Live Oak Private Wealth LLC | 22,450 | $337.9K | 0.05% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 21,737 | $327.1K | 0.08% | +21,737 | New |
| Creative Planning | 19,339 | $291.1K | 0.00% | +4,872+33.7% | Added |
| Kingswood Wealth Advisors, LLC | 18,820 | $283.2K | 0.01% | −1,901−9.2% | Reduced |
| Left Brain Wealth Management, LLC | 17,861 | $268.8K | 0.09% | +17,861 | New |
| Insigneo Advisory Services, LLC | 17,311 | $260.5K | 0.02% | +2,604+17.7% | Added |
| Truist Financial Corp | 16,820 | $253.1K | 0.00% | −1,918−10.2% | Reduced |
| Fiduciary Trust Co | 16,033 | $241.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,289 | $230.0K | 0.01% | +15,289 | New |
| Steward Partners Investment Advisory, LLC | 14,687 | $221.0K | 0.00% | +688+4.9% | Added |
| Kavar Capital Partners Group, LLC | 14,250 | $214.5K | 0.03% | +14,250 | New |
| Evolution Wealth Advisors, LLC | 14,240 | $214.3K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,730 | $206.6K | 0.00% | +13,730 | New |
| National Asset Management, Inc. | 12,970 | $195.2K | 0.01% | +36+0.3% | Added |
| Stablepoint Partners, LLC | 12,562 | $189.1K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,915 | $179.3K | 0.00% | +11,915 | New |
| Spirepoint Private Client, LLC | 10,239 | $154.1K | 0.01% | +10,239 | New |
| Comerica Bank | 9,920 | $149.3K | 0.00% | −225−2.2% | Reduced |
| Clearstead Advisors, LLC | 6,507 | $97.9K | 0.00% | +73+1.1% | Added |
| Harbour Investments, Inc. | 6,295 | $94.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,600 | $84.3K | 0.00% | +100+1.8% | Added |
| BlackRock, Inc. | 5,000 | $75.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,336 | $50.0K | 0.00% | +680+25.6% | Added |
| Estabrook Capital Management | 2,730 | $41.1K | 0.01% | +58+2.2% | Added |
| Larson Financial Group LLC | 2,220 | $33.4K | 0.00% | +170+8.3% | Added |
| Kestra Advisory Services, LLC | 1,700 | $25.6K | 0.00% | +1,700 | New |
| CoreCap Advisors, LLC | 1,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 753 | $11.3K | 0.00% | +753 | New |
| Sound Income Strategies, LLC | 688 | $10.6K | 0.00% | +658+2,193.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 409 | $6.16K | 0.00% | +409 | New |
| Central Pacific Bank - Trust Division | 400 | $6.02K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 395 | $5.95K | 0.00% | +395 | New |
| IFC & Insurance Marketing, Inc. | 300 | $5.00K | 0.00% | +300 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.51K | 0.00% | +300 | New |
| MAI Capital Management | 290 | $4.37K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $1.50K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 76 | $1.14K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $707 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 16 | $241 | 0.00% | +16 | New |
| Allworth Financial LP | 14 | $213 | 0.00% | −3,195−99.6% | Reduced |
| RFG Advisory, LLC | 783 | – | – | +783 | New |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −104,131−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −19,874−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,827−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −6,418−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,804−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −39,717−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |