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, Q3 2022
Institutional positions in BlackRock Science & Technology Term Trust as of Sep 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
- 81
- −9 vs. Q2 2022
- Shares held
- 15.6M
- −601.4K (−3.7%) vs. Q2 2022
- Total value
- $275.3M
- −$42.1M (−13.3%) vs. Q2 2022
- New holders
- 11
- 28 more added
- Sold out
- 20
- 26 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,950,121 | $87.3M | 0.01% | −501,874−9.2% | Reduced |
| UBS Group AG | 1,638,790 | $28.9M | 0.02% | −248,098−13.1% | Reduced |
| Karpus Management, Inc. | 1,162,554 | $20.5M | 0.72% | +829,701+249.3% | Added |
| Raymond James & Associates | 1,111,837 | $19.6M | 0.02% | −89,175−7.4% | Reduced |
| Bank of America Corp | 958,152 | $16.9M | 0.00% | −91,547−8.7% | Reduced |
| Wells Fargo & Company | 660,964 | $11.7M | 0.00% | +33,503+5.3% | Added |
| 1607 Capital Partners, LLC | 564,930 | $9.96M | 0.77% | −5,100−0.9% | Reduced |
| Amplius Wealth Advisors, LLC | 545,376 | $9.62M | 1.72% | −171,140−23.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 503,267 | $8.88M | 0.02% | −16,066−3.1% | Reduced |
| Lazard Asset Management LLC | 339,495 | $5.99M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 276,229 | $4.87M | 0.00% | +17,453+6.7% | Added |
| LPL Financial LLC | 208,589 | $3.68M | 0.00% | +12,776+6.5% | Added |
| Quantedge Capital Pte Ltd | 192,600 | $3.40M | 1.05% | +9,369+5.1% | Added |
| First Republic Investment Management, Inc. | 187,884 | $3.31M | 0.01% | +18,575+11.0% | Added |
| Smith, Moore & Co. | 184,651 | $3.26M | 0.49% | +18,615+11.2% | Added |
| Bickling Financial Services, Inc. | 180,786 | $3.19M | 2.15% | −2,903−1.6% | Reduced |
| City of London Investment Management Co Ltd | 180,470 | $3.18M | 0.28% | +40,994+29.4% | Added |
| Wolverine Asset Management LLC | 175,888 | $3.10M | 0.05% | +1,896+1.1% | Added |
| Stifel Financial Corp | 163,321 | $2.88M | 0.00% | −1,348−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 144,701 | $2.55M | 0.01% | −9,962−6.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 131,359 | $2.32M | 0.04% | +8,654+7.1% | Added |
| Landscape Capital Management, L.L.C. | 98,619 | $1.74M | 0.23% | −5,114−4.9% | Reduced |
| Janney Montgomery Scott LLC | 84,042 | $1.48M | 0.01% | −9,922−10.6% | Reduced |
| Claro Advisors LLC | 70,617 | $1.38M | 0.55% | 00.0% | Unchanged |
| Truist Financial Corp | 68,150 | $1.20M | 0.00% | −649−0.9% | Reduced |
| Oppenheimer & Co Inc | 63,554 | $1.12M | 0.03% | +3,784+6.3% | Added |
| Advisor Group Holdings, Inc. | 59,453 | $1.05M | 0.00% | +12,992+28.0% | Added |
| Commonwealth Equity Services, LLC | 54,429 | $960.0K | 0.00% | +1,940+3.7% | Added |
| Regent Peak Wealth Advisors LLC | 46,590 | $821.0K | 0.29% | +46,590 | New |
| Ameriprise Financial Inc | 44,896 | $792.0K | 0.00% | +11,086+32.8% | Added |
| Wedbush Securities Inc | 39,919 | $704.0K | 0.04% | +1,267+3.3% | Added |
| Transcend Wealth Collective, LLC | 35,093 | $619.0K | 0.07% | +540+1.6% | Added |
| Invesco Ltd. | 33,709 | $595.0K | 0.00% | −9,729−22.4% | Reduced |
| Centaurus Financial, Inc. | 33,660 | $594.0K | 0.06% | −5,876−14.9% | Reduced |
| The PNC Financial Services Group, Inc. | 29,862 | $527.0K | 0.00% | +21,441+254.6% | Added |
| Dakota Wealth Management | 23,985 | $424.0K | 0.03% | +23,985 | New |
| Sentinel Trust Co Lba | 23,960 | $423.0K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 23,449 | $414.0K | 0.02% | +3,272+16.2% | Added |
| Cetera Advisor Networks LLC | 23,304 | $411.0K | 0.01% | +9,650+70.7% | Added |
| Cohen & Steers, Inc. | 22,390 | $395.0K | 0.00% | +22,390 | New |
| First Trust Advisors LP | 22,140 | $391.0K | 0.00% | −1,865−7.8% | Reduced |
| Eudaimonia Partners, LLC | 17,869 | $315.0K | 0.08% | +437+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,154 | $303.0K | 0.00% | +454+2.7% | Added |
| Raymond James Trust N.A. | 16,800 | $297.0K | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 16,412 | $290.0K | 0.19% | +16,412 | New |
| Litman Gregory Asset Management LLC | 15,417 | $272.0K | 0.04% | −945−5.8% | Reduced |
| Stockman Wealth Management, Inc. | 15,273 | $269.0K | 0.07% | +252+1.7% | Added |
| Delta Investment Management, LLC | 14,000 | $247.0K | 0.11% | 00.0% | Unchanged |
| Mariner, LLC | 13,362 | $236.0K | 0.00% | −888−6.2% | Reduced |
| Creative Planning | 13,028 | $230.0K | 0.00% | +528+4.2% | Added |
| National Asset Management, Inc. | 12,897 | $228.0K | 0.01% | +12,897 | New |
| Qube Research & Technologies Ltd | 11,269 | $199.0K | 0.00% | −4,300−27.6% | Reduced |
| US Bancorp | 10,909 | $193.0K | 0.00% | −1,196−9.9% | Reduced |
| Cetera Advisors LLC | 10,719 | $189.0K | 0.00% | −4,139−27.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,243 | $181.0K | 0.06% | −600−5.5% | Reduced |
| Parallel Advisors, LLC | 6,487 | $114.0K | 0.01% | −415−6.0% | Reduced |
| BlackRock Inc. | 5,000 | $88.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 2,999 | $53.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,820 | $50.0K | 0.01% | +103+3.8% | Added |
| Ellis Investment Partners, LLC | 2,813 | $49.0K | 0.01% | +81+3.0% | Added |
| American Portfolios Advisors | 2,477 | $43.7K | 0.00% | +72+3.0% | Added |
| Anchor Investment Management, LLC | 1,750 | $30.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,567 | $28.0K | 0.01% | +45+3.0% | Added |
| Selective Wealth Management, Inc. | 1,468 | $26.0K | 0.01% | +1,468 | New |
| Clearstead Advisors, LLC | 1,322 | $23.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,220 | $22.0K | 0.00% | +1,220 | New |
| Signaturefd, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 935 | $17.0K | 0.00% | +11+1.2% | Added |
| Ancora Advisors, LLC | 923 | $16.0K | 0.00% | −574−38.3% | Reduced |
| Wipfli Financial Advisors LLC, | 800 | $14.0K | 0.00% | +800 | New |
| Global Retirement Partners, LLC | 750 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 525 | $9.00K | 0.01% | +525 | New |
| Thomas J. Herzfeld Advisors, Inc. | 100 | $2.00K | 0.00% | −127,514−99.9% | Reduced |
| Wagner Wealth Management, LLC | 100 | $2.00K | 0.00% | −150−60.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 115 | $2.00K | 0.00% | +115 | New |
| Valley National Advisers Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −10,795−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −298,853−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −48,399−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −41,754−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −18,728−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −17,458−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −15,497−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −14,696−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −6−100.0% | Sold out |