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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 14 | $213 | 0.00% | −3,195−99.6% | Reduced |
| SageView Advisory Group, LLC | 16 | $241 | 0.00% | +16 | New |
| Assetmark, Inc | 47 | $707 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 76 | $1.14K | 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 |
| MAI Capital Management | 290 | $4.37K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.51K | 0.00% | +300 | New |
| IFC & Insurance Marketing, Inc. | 300 | $5.00K | 0.00% | +300 | New |
| NCP Inc. | 395 | $5.95K | 0.00% | +395 | New |
| Central Pacific Bank - Trust Division | 400 | $6.02K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 409 | $6.16K | 0.00% | +409 | New |
| Sound Income Strategies, LLC | 688 | $10.6K | 0.00% | +658+2,193.3% | Added |
| SRS Capital Advisors, Inc. | 753 | $11.3K | 0.00% | +753 | New |
| CoreCap Advisors, LLC | 1,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,700 | $25.6K | 0.00% | +1,700 | New |
| Larson Financial Group LLC | 2,220 | $33.4K | 0.00% | +170+8.3% | Added |
| Estabrook Capital Management | 2,730 | $41.1K | 0.01% | +58+2.2% | Added |
| CWM, LLC | 3,336 | $50.0K | 0.00% | +680+25.6% | Added |
| BlackRock, Inc. | 5,000 | $75.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,600 | $84.3K | 0.00% | +100+1.8% | Added |
| Harbour Investments, Inc. | 6,295 | $94.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,507 | $97.9K | 0.00% | +73+1.1% | Added |
| Comerica Bank | 9,920 | $149.3K | 0.00% | −225−2.2% | Reduced |
| Spirepoint Private Client, LLC | 10,239 | $154.1K | 0.01% | +10,239 | New |
| Prospera Financial Services Inc | 11,915 | $179.3K | 0.00% | +11,915 | New |
| Stablepoint Partners, LLC | 12,562 | $189.1K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,970 | $195.2K | 0.01% | +36+0.3% | Added |
| Davenport & Co LLC | 13,730 | $206.6K | 0.00% | +13,730 | New |
| Evolution Wealth Advisors, LLC | 14,240 | $214.3K | 0.02% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 14,250 | $214.5K | 0.03% | +14,250 | New |
| Steward Partners Investment Advisory, LLC | 14,687 | $221.0K | 0.00% | +688+4.9% | Added |
| Virtu Financial LLC | 15,289 | $230.0K | 0.01% | +15,289 | New |
| Fiduciary Trust Co | 16,033 | $241.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 16,820 | $253.1K | 0.00% | −1,918−10.2% | Reduced |
| Insigneo Advisory Services, LLC | 17,311 | $260.5K | 0.02% | +2,604+17.7% | Added |
| Left Brain Wealth Management, LLC | 17,861 | $268.8K | 0.09% | +17,861 | New |
| Kingswood Wealth Advisors, LLC | 18,820 | $283.2K | 0.01% | −1,901−9.2% | Reduced |
| Creative Planning | 19,339 | $291.1K | 0.00% | +4,872+33.7% | Added |
| Logan Stone Capital, LLC | 21,737 | $327.1K | 0.08% | +21,737 | New |
| Live Oak Private Wealth LLC | 22,450 | $337.9K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 23,019 | $346.4K | 0.00% | −426−1.8% | Reduced |
| HighTower Advisors, LLC | 26,151 | $393.6K | 0.00% | +26,151 | New |
| Janney Montgomery Scott LLC | 26,169 | $394.0K | 0.00% | −6,066−18.8% | Reduced |
| PMG Family Office LLC | 26,907 | $404.9K | 0.47% | −1,611−5.6% | Reduced |
| Chapin Davis, Inc. | 27,605 | $415.5K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,645 | $431.1K | 0.00% | +606+2.2% | Added |
| SeaCrest Wealth Management, LLC | 28,851 | $449.2K | 0.05% | +304+1.1% | Added |
| CI Private Wealth, LLC | 30,442 | $458.2K | 0.00% | +10,000+48.9% | Added |
| NWF Advisory Services Inc. | 34,685 | $522.0K | 0.06% | +13,004+60.0% | Added |
| CSS LLC | 37,798 | $568.9K | 0.03% | +37,798 | New |
| Maridea Wealth Management LLC | 43,553 | $655.5K | 0.10% | −41−0.1% | Reduced |
| Jane Street Group, LLC | 45,038 | $677.8K | 0.00% | +45,038 | New |
| Apollon Wealth Management, LLC | 47,095 | $708.8K | 0.01% | +13,012+38.2% | Added |
| TrueMark Investments, LLC | 48,567 | $730.9K | 0.14% | +23,263+91.9% | Added |
| Brown, Lisle/Cummings, Inc. | 50,764 | $764.0K | 0.19% | +4,098+8.8% | Added |
| Shaker Financial Services, LLC | 52,652 | $792.4K | 0.25% | −131,417−71.4% | Reduced |
| GWM Advisors LLC | 53,736 | $808.7K | 0.00% | −3,205−5.6% | Reduced |
| Indivisible Partners | 54,461 | $819.6K | 0.09% | +54,461 | New |
| Commonwealth Equity Services, LLC | 54,776 | $824.4K | 0.00% | −9,686−15.0% | Reduced |
| Summit Financial, LLC | 59,833 | $900.5K | 0.01% | −1,631−2.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 69,257 | $1.04M | 0.01% | +53,558+341.2% | Added |
| Evolve Private Wealth, LLC | 73,330 | $1.10M | 0.07% | +73,330 | New |
| Quantedge Capital Pte Ltd | 73,454 | $1.11M | 0.53% | +57,000+346.4% | Added |
| Susquehanna International Group, LLP | 99,528 | $1.50M | 0.00% | +23,434+30.8% | Added |
| Rockefeller Capital Management L.P. | 113,060 | $1.70M | 0.00% | −9,856−8.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 123,390 | $1.86M | 0.27% | +33,923+37.9% | Added |
| Advisor Group Holdings, Inc. | 136,969 | $2.06M | 0.00% | −23,929−14.9% | Reduced |
| Almitas Capital LLC | 152,914 | $2.30M | 0.51% | +152,914 | New |
| LPL Financial LLC | 197,992 | $2.98M | 0.00% | +11,919+6.4% | Added |
| Stifel Financial Corp | 266,472 | $4.01M | 0.00% | −1080.0% | Reduced |
| City of London Investment Management Co Ltd | 317,715 | $4.78M | 0.36% | +243,645+328.9% | Added |
| Readystate Asset Management LP | 321,259 | $4.83M | 0.21% | +74,185+30.0% | Added |
| Z3 Capital Partners, LLC | 350,263 | $5.27M | 1.27% | +350,263 | New |
| Royal Bank of Canada | 378,499 | $5.70M | 0.00% | +11,793+3.2% | Added |
| Lazard Asset Management LLC | 378,550 | $5.70M | 0.01% | +378,550 | New |
| Wolverine Asset Management LLC | 401,511 | $6.04M | 0.09% | +176,993+78.8% | Added |
| Rivernorth Capital Management, LLC | 648,567 | $9.76M | 0.46% | +429,291+195.8% | Added |
| Raymond James Financial Inc | 658,675 | $9.91M | 0.00% | +232,026+54.4% | Added |
| Wells Fargo & Company | 711,388 | $10.7M | 0.00% | −29,382−4.0% | Reduced |
| Invesco Ltd. | 912,922 | $13.7M | 0.00% | −16,199−1.7% | Reduced |
| UBS Group AG | 1,034,791 | $15.6M | 0.00% | −40,641−3.8% | Reduced |
| Penserra Capital Management LLC | 1,468,529 | $22.1M | 0.26% | +135,896+10.2% | Added |
| Bank of America Corp | 1,563,203 | $23.5M | 0.00% | +28,112+1.8% | Added |
| Morgan Stanley | 2,087,736 | $31.4M | 0.00% | +282,035+15.6% | Added |
| 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 |