BlackRock Science & Technology Term Trust
BSTZ- Exchange
- NYSE
- SEC CIK
- 0001768666
No open-market purchases or sales by BlackRock Science & Technology Term Trust insiders were filed in the last 90 days; 151 institutions reported holding it in 13F filings for Q2 2026, worth $659.5M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in BlackRock Science & Technology Term Trust as of Jun 30, 2022. 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
- 92
- −7 vs. Q1 2022
- Shares held
- 16.2M
- +513.9K (+3.3%) vs. Q1 2022
- Total value
- $317.7M
- −$141.2M (−30.8%) vs. Q1 2022
- New holders
- 13
- 31 more added
- Sold out
- 20
- 27 more reduced
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSTZ 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 | 151 | $659.5M |
| Q1 2026 | 134 | $465.4M |
| Q4 2025 | 125 | $466.3M |
| Q3 2025 | 114 | $420.3M |
| Q2 2025 | 115 | $403.4M |
| Q1 2025 | 106 | $367.2M |
| Q4 2024 | 110 | $475.5M |
| Q3 2024 | 101 | $487.6M |
| Q2 2024 | 98 | $517.7M |
| Q1 2024 | 98 | $579.9M |
| Q4 2023 | 107 | $401.1M |
| Q3 2023 | 104 | $267.9M |
| Q2 2023 | 90 | $281.5M |
| Q1 2023 | 94 | $291.8M |
| Q4 2022 | 104 | $271.4M |
| Q3 2022 | 81 | $275.3M |
| Q2 2022 | 92 | $317.7M |
| Q1 2022 | 99 | $458.8M |
| Q4 2021 | 110 | $614.6M |
| Q3 2021 | 102 | $585.0M |
| Q2 2021 | 96 | $621.6M |
| Q1 2021 | 90 | $545.1M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,451,995 | $106.8M | 0.01% | −89,599−1.6% | Reduced |
| UBS Group AG | 1,886,888 | $37.0M | 0.02% | −238,998−11.2% | Reduced |
| Raymond James & Associates | 1,201,012 | $23.5M | 0.02% | −27,521−2.2% | Reduced |
| Bank of America Corp | 1,049,699 | $20.6M | 0.00% | −121,010−10.3% | Reduced |
| Amplius Wealth Advisors, LLC | 716,516 | $14.0M | 2.27% | +264,501+58.5% | Added |
| Wells Fargo & Company | 627,461 | $12.3M | 0.00% | −3,035−0.5% | Reduced |
| 1607 Capital Partners, LLC | 570,030 | $11.2M | 0.76% | +134,162+30.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 519,333 | $10.2M | 0.02% | +9,674+1.9% | Added |
| Lazard Asset Management LLC | 339,495 | $6.65M | 0.01% | 00.0% | Unchanged |
| Karpus Management, Inc. | 332,853 | $6.52M | 0.22% | +185,969+126.6% | Added |
| Mangrove Partners | 298,853 | $5.86M | 0.29% | +298,853 | New |
| Royal Bank of Canada | 258,776 | $5.07M | 0.00% | −3,768−1.4% | Reduced |
| LPL Financial LLC | 195,813 | $3.84M | 0.00% | +124,482+174.5% | Added |
| Bickling Financial Services, Inc. | 183,689 | $3.60M | 2.28% | −2,886−1.5% | Reduced |
| Quantedge Capital Pte Ltd | 183,231 | $3.59M | 0.72% | +163,631+834.9% | Added |
| Wolverine Asset Management LLC | 173,992 | $3.41M | 0.04% | +87,087+100.2% | Added |
| First Republic Investment Management, Inc. | 169,309 | $3.32M | 0.01% | −1,252−0.7% | Reduced |
| Smith, Moore & Co. | 166,036 | $3.25M | 0.50% | +35,988+27.7% | Added |
| Stifel Financial Corp | 164,669 | $3.23M | 0.01% | +14,183+9.4% | Added |
| Rockefeller Capital Management L.P. | 154,663 | $3.03M | 0.02% | −10,256−6.2% | Reduced |
| City of London Investment Management Co Ltd | 139,476 | $2.73M | 0.20% | +69,526+99.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 127,614 | $2.50M | 1.04% | +370+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 122,705 | $2.40M | 0.04% | −6,354−4.9% | Reduced |
| Landscape Capital Management, L.L.C. | 103,733 | $2.03M | 0.27% | +62,835+153.6% | Added |
| Janney Montgomery Scott LLC | 93,964 | $1.94M | 0.01% | −3,278−3.4% | Reduced |
| Claro Advisors LLC | 70,617 | $1.38M | 0.55% | +14,298+25.4% | Added |
| Truist Financial Corp | 68,799 | $1.35M | 0.00% | −3,068−4.3% | Reduced |
| Oppenheimer & Co Inc | 59,770 | $1.17M | 0.03% | −4,108−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 52,489 | $1.03M | 0.00% | −348−0.7% | Reduced |
| Access Financial Services, Inc. | 48,399 | $948.0K | 0.54% | +48,399 | New |
| Advisor Group Holdings, Inc. | 46,461 | $912.0K | 0.00% | +11,950+34.6% | Added |
| Invesco Ltd. | 43,438 | $851.0K | 0.00% | −25,682−37.2% | Reduced |
| Advisors Asset Management, Inc. | 41,754 | $818.0K | 0.01% | +41,754 | New |
| Centaurus Financial, Inc. | 39,536 | $775.0K | 0.08% | +7,231+22.4% | Added |
| Wedbush Securities Inc | 38,652 | $757.0K | 0.04% | −3,428−8.1% | Reduced |
| Transcend Wealth Collective, LLC | 34,553 | $677.0K | 0.07% | +423+1.2% | Added |
| Ameriprise Financial Inc | 33,810 | $663.0K | 0.00% | −12,028−26.2% | Reduced |
| First Trust Advisors LP | 24,005 | $470.0K | 0.00% | −61,436−71.9% | Reduced |
| Sentinel Trust Co Lba | 23,960 | $469.0K | 0.07% | −1,040−4.2% | Reduced |
| NewEdge Wealth, LLC | 20,177 | $395.0K | 0.02% | +20,177 | New |
| Claraphi Advisory Network, LLC | 18,728 | $367.0K | 0.13% | −614−3.2% | Reduced |
| Hightower 6M Holding, LLC | 17,458 | $342.0K | 0.03% | +17,458 | New |
| Eudaimonia Partners, LLC | 17,432 | $341.0K | 0.06% | +202+1.2% | Added |
| Raymond James Trust N.A. | 16,800 | $330.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,700 | $327.0K | 0.00% | +476+2.9% | Added |
| Litman Gregory Asset Management LLC | 16,362 | $321.0K | 0.05% | −10,375−38.8% | Reduced |
| Qube Research & Technologies Ltd | 15,569 | $305.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,497 | $304.0K | 0.00% | −1,500−8.8% | Reduced |
| Stockman Wealth Management, Inc. | 15,021 | $294.0K | 0.07% | −1,504−9.1% | Reduced |
| Cetera Advisors LLC | 14,858 | $291.0K | 0.01% | +54+0.4% | Added |
| Lincoln National Corp | 14,696 | $288.0K | 0.01% | −987−6.3% | Reduced |
| Mariner, LLC | 14,250 | $279.0K | 0.00% | +1,000+7.5% | Added |
| Delta Investment Management, LLC | 14,000 | $274.0K | 0.12% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,654 | $267.0K | 0.00% | +13,654 | New |
| Creative Planning | 12,500 | $245.0K | 0.00% | +12,500 | New |
| US Bancorp | 12,105 | $237.0K | 0.00% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 11,905 | $233.0K | 0.00% | +4,919+70.4% | Added |
| Blue Bell Private Wealth Management, LLC | 10,843 | $212.0K | 0.07% | +1,902+21.3% | Added |
| Fortis Advisors, LLC | 10,795 | $211.0K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,421 | $165.0K | 0.00% | +5,206+161.9% | Added |
| Parallel Advisors, LLC | 6,902 | $135.0K | 0.01% | +146+2.2% | Added |
| Ahrens Investment Partners LLC | 5,800 | $114.0K | 0.05% | −4,700−44.8% | Reduced |
| BlackRock Inc. | 5,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 2,999 | $59.0K | 0.00% | +2,999 | New |
| Focused Wealth Management, Inc | 2,717 | $53.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,732 | $53.0K | 0.01% | +71+2.7% | Added |
| American Portfolios Advisors | 2,405 | $47.1K | 0.00% | +76+3.3% | Added |
| Retirement Group, LLC | 1,976 | $39.0K | 0.02% | +1,001+102.7% | Added |
| Anchor Investment Management, LLC | 1,750 | $34.3K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,522 | $30.0K | 0.01% | +39+2.6% | Added |
| Ancora Advisors, LLC | 1,497 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,322 | $26.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 924 | $18.0K | 0.00% | +11+1.2% | Added |
| Sargent Bickham Lagudis LLC | 753 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 750 | $15.0K | 0.00% | +750 | New |
| IFP Advisors, Inc | 630 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 600 | $12.0K | 0.00% | +525+700.0% | Added |
| CWM, LLC | 440 | $9.00K | 0.00% | +440 | New |
| Money Concepts Capital Corp | 375 | $7.00K | 0.00% | −1,417−79.1% | Reduced |
| Bessemer Group Inc | 308 | $6.00K | 0.00% | +308 | New |
| Wagner Wealth Management, LLC | 250 | $5.00K | 0.00% | +250 | New |
| Spire Wealth Management | 100 | $2.00K | 0.00% | −1,847−94.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 116 | $2.00K | 0.00% | +4+3.6% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 110 | $2.00K | 0.00% | +110 | New |
| Key Financial Inc | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −175,196−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −19,189−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,786−100.0% | Sold out |
| Tru Independence Asset Management 2, LLC | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −8,536−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |