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; 88 institutions reported holding it in 13F filings for Q2 2026, worth $255.4M in total; no superinvestor holds it.
13F holders, Q3 2026
Institutional positions in BlackRock Health Sciences Term Trust as of Sep 30, 2026. 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 70
- +2 vs. Q2 2026
- Shares held
- 9.84M
- +1.00M (+11.3%) vs. Q2 2026
- Total value
- $163.3M
- +$28.5M (+21.1%) vs. Q2 2026
- New holders
- 9
- 36 more added
- Sold out
- 7
- 12 more reduced
20 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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 | 88 | $255.4M |
| Q1 2026 | 88 | $215.5M |
| Q4 2025 | 87 | $206.0M |
| Q3 2025 | 79 | $159.2M |
| Q2 2025 | 78 | $142.9M |
| Q1 2025 | 102 | $643.8M |
| 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, Q3 2026
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,765,601 | $29.5M | 0.00% | −29,093−1.6% | Reduced |
| Raymond James Financial Inc | 1,178,754 | $19.7M | 0.01% | +73,179+6.6% | Added |
| UBS Group AG | 1,031,710 | $17.2M | 0.00% | −33,146−3.1% | Reduced |
| Invesco Ltd. | 848,637 | $14.2M | 0.00% | −36,768−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 649,982 | $10.9M | 0.02% | +649,982 | New |
| Atlas Wealth LLC | 624,048 | $10.4M | 1.44% | +124,352+24.9% | Added |
| City of London Investment Management Co Ltd | 385,424 | $6.44M | 0.44% | −117,849−23.4% | Reduced |
| Z3 Capital Partners, LLC | 376,782 | $6.29M | 1.30% | −16,730−4.3% | Reduced |
| Sit Investment Associates Inc | 340,501 | $5.69M | 0.11% | +69,231+25.5% | Added |
| Stifel Financial Corp | 204,744 | $3.42M | 0.00% | −19,785−8.8% | Reduced |
| Oppenheimer & Co Inc | 197,033 | $3.29M | 0.03% | +96,920+96.8% | Added |
| Blue Bell Private Wealth Management, LLC | 184,701 | $3.08M | 0.37% | +7,636+4.3% | Added |
| LPL Financial LLC | 179,985 | $3.01M | 0.00% | +8,304+4.8% | Added |
| Advisor Group Holdings, Inc. | 153,448 | $2.57M | 0.00% | +7,768+5.3% | Added |
| Quantinno Capital Management LP | 125,496 | $2.10M | 0.00% | +70,750+129.2% | Added |
| Rockefeller Capital Management L.P. | 121,964 | $2.04M | 0.00% | +7,586+6.6% | Added |
| Evolve Private Wealth, LLC | 106,727 | $1.78M | 0.08% | +13,035+13.9% | Added |
| Private Advisor Group, LLC | 94,247 | $1.57M | 0.01% | +62,285+194.9% | Added |
| TrueMark Investments, LLC | 94,016 | $1.57M | 0.18% | +5,460+6.2% | Added |
| Karpus Management, Inc. | 89,756 | $1.50M | 0.04% | −27,859−23.7% | Reduced |
| Calamos Advisors LLC | 79,371 | $1.33M | 0.00% | +24,128+43.7% | Added |
| Summit Financial, LLC | 77,918 | $1.30M | 0.01% | +8,543+12.3% | Added |
| Apollon Wealth Management, LLC | 70,389 | $1.18M | 0.01% | +370+0.5% | Added |
| Indivisible Partners | 67,195 | $1.12M | 0.05% | +1,528+2.3% | Added |
| Kestra Advisory Services, LLC | 60,346 | $1.01M | 0.00% | +17,581+41.1% | Added |
| Brown, Lisle/Cummings, Inc. | 57,624 | $962.3K | 0.21% | +598+1.0% | Added |
| NWF Advisory Services Inc. | 52,547 | $877.5K | 0.08% | +12,074+29.8% | Added |
| Maridea Wealth Management LLC | 48,003 | $801.7K | 0.08% | +954+2.0% | Added |
| Adalta Capital Management LLC | 41,440 | $692.0K | 0.30% | +4,360+11.8% | Added |
| Left Brain Wealth Management, LLC | 32,051 | $535.3K | 0.17% | +11,507+56.0% | Added |
| Bolton Securities Corporation | 31,648 | $528.5K | 0.02% | 00.0% | Unchanged |
| PMG Family Office LLC | 30,491 | $509.2K | 0.47% | +147+0.5% | Added |
| Davenport & Co LLC | 29,272 | $488.8K | 0.00% | +9,792+50.3% | Added |
| Janney Montgomery Scott LLC | 27,893 | $466.0K | 0.00% | +1,624+6.2% | Added |
| Bank of New York Mellon Corp | 27,002 | $450.9K | 0.00% | +27,002 | New |
| Chapin Davis, Inc. | 25,120 | $419.5K | 0.08% | −1,334−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 22,518 | $376.1K | 0.04% | −929−4.0% | Reduced |
| Live Oak Private Wealth LLC | 22,450 | $374.9K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,601 | $327.3K | 0.00% | +5,435+38.4% | Added |
| Cetera Investment Advisers | 18,390 | $307.1K | 0.00% | +6,395+53.3% | Added |
| Insigneo Advisory Services, LLC | 15,077 | $251.8K | 0.01% | +89+0.6% | Added |
| Quantedge Capital Pte Ltd | 14,254 | $238.0K | 0.03% | −26,400−64.9% | Reduced |
| Kavar Capital Partners Group, LLC | 14,250 | $238.0K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 14,240 | $237.8K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 13,723 | $229.2K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,550 | $209.6K | 0.00% | +1,645+15.1% | Added |
| Kingswood Wealth Advisors, LLC | 12,278 | $205.0K | 0.01% | +1,762+16.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 11,820 | $197.4K | 0.07% | +11,820 | New |
| National Asset Management, Inc. | 11,265 | $188.1K | 0.01% | −3,840−25.4% | Reduced |
| Stablepoint Partners, LLC | 10,663 | $178.1K | 0.02% | −599−5.3% | Reduced |
| Clearstead Advisors, LLC | 10,291 | $171.9K | 0.00% | +3,625+54.4% | Added |
| Fifth Third Bancorp | 9,920 | $165.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,295 | $105.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,001 | $83.5K | 0.00% | +10.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,528 | $58.9K | 0.00% | +2,928+488.0% | Added |
| Estabrook Capital Management | 2,913 | $48.6K | 0.01% | +58+2.0% | Added |
| SOA Wealth Advisors, LLC. | 44,806 | $44.8K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 2,615 | $43.7K | 0.02% | +2,615 | New |
| Bokf, NA | 2,500 | $41.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,420 | $40.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,220 | $37.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $25.1K | 0.00% | +1,500 | New |
| CoreCap Advisors, LLC | 1,200 | $20.0K | 0.00% | +200+20.0% | Added |
| Cassaday & Co Wealth Management LLC | 850 | $14.2K | 0.00% | +850 | New |
| United Community Bank | 810 | $13.5K | 0.00% | +810 | New |
| SRS Capital Advisors, Inc. | 320 | $5.34K | 0.00% | +320 | New |
| United Financial Planning Group LLC | 169 | $2.82K | 0.00% | +169 | New |
| Strategic Wealth Partners, Ltd. | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $785 | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,632 | – | – | +6,564+81.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −29,775−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,656−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Bank of America Corp | – | – | – | – | Not filed |
| Saba Capital Management, L.P. | – | – | – | – | Not filed |
| Lazard Asset Management LLC | – | – | – | – | Not filed |
| Rivernorth Capital Management, LLC | – | – | – | – | Not filed |
| Wells Fargo & Company | – | – | – | – | Not filed |
| Penserra Capital Management LLC | – | – | – | – | Not filed |
| Almitas Capital LLC | – | – | – | – | Not filed |
| 1607 Capital Partners, LLC | – | – | – | – | Not filed |
| Royal Bank of Canada | – | – | – | – | Not filed |
| Wiley Bros.-Aintree Capital, LLC | – | – | – | – | Not filed |
| Susquehanna International Group, LLP | – | – | – | – | Not filed |
| XTX Topco Ltd | – | – | – | – | Not filed |
| CI Private Wealth, LLC | – | – | – | – | Not filed |
| CSS LLC | – | – | – | – | Not filed |
| Millennium Management LLC | – | – | – | – | Not filed |
| Ameriprise Financial Inc | – | – | – | – | Not filed |
| Citadel Advisors LLC | – | – | – | – | Not filed |
| Spirepoint Private Client, LLC | – | – | – | – | Not filed |
| Ancora Advisors, LLC | – | – | – | – | Not filed |
| Mark Sheptoff Financial Planning, LLC | – | – | – | – | Not filed |