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, Q4 2022
Institutional positions in BlackRock Science & Technology Term Trust as of Dec 31, 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
- 104
- +27 vs. Q3 2022
- Shares held
- 17.3M
- +1.74M (+11.1%) vs. Q3 2022
- Total value
- $271.4M
- −$3.80M (−1.4%) vs. Q3 2022
- New holders
- 36
- 28 more added
- Sold out
- 9
- 28 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,309,216 | $67.4M | 0.01% | −640,905−12.9% | Reduced |
| Karpus Management, Inc. | 1,578,595 | $24.7M | 0.83% | +416,041+35.8% | Added |
| UBS Group AG | 1,138,348 | $17.8M | 0.01% | −500,442−30.5% | Reduced |
| Raymond James & Associates | 937,746 | $14.7M | 0.01% | −174,091−15.7% | Reduced |
| Bank of America Corp | 807,363 | $12.6M | 0.00% | −150,789−15.7% | Reduced |
| Logan Stone Capital, LLC | 706,673 | $11.1M | 4.13% | +690,261+4,205.8% | Added |
| Quantedge Capital Pte Ltd | 617,545 | $9.66M | 3.24% | +424,945+220.6% | Added |
| 1607 Capital Partners, LLC | 548,830 | $8.58M | 0.59% | −16,100−2.8% | Reduced |
| Saba Capital Management, L.P. | 524,119 | $8.20M | 0.14% | +524,119 | New |
| Wells Fargo & Company | 404,275 | $6.32M | 0.00% | −256,689−38.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 393,087 | $6.15M | 0.01% | −110,180−21.9% | Reduced |
| Wolverine Asset Management LLC | 344,133 | $5.38M | 0.08% | +168,245+95.7% | Added |
| Lazard Asset Management LLC | 339,495 | $5.31M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 336,879 | $5.27M | 0.00% | +60,650+22.0% | Added |
| City of London Investment Management Co Ltd | 321,729 | $5.03M | 0.40% | +141,259+78.3% | Added |
| Mangrove Partners | 290,073 | $4.54M | 0.26% | +290,073 | New |
| Woodline Partners LP | 269,778 | $4.22M | 0.06% | +269,778 | New |
| LPL Financial LLC | 217,867 | $3.41M | 0.00% | +9,278+4.4% | Added |
| Landscape Capital Management, L.L.C. | 209,980 | $3.28M | 0.48% | +111,361+112.9% | Added |
| Clough Capital Partners L P | 204,200 | $3.19M | 0.32% | +204,200 | New |
| Smith, Moore & Co. | 188,185 | $2.94M | 0.41% | +3,534+1.9% | Added |
| Rivernorth Capital Management, LLC | 186,496 | $2.92M | 0.13% | +186,496 | New |
| Wedbush Securities Inc | 181,108 | $2.83M | 0.16% | +141,189+353.7% | Added |
| Matisse Capital | 160,000 | $2.50M | 1.19% | +160,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 159,003 | $2.49M | 1.02% | +158,903+158,903.0% | Added |
| Stifel Financial Corp | 141,749 | $2.22M | 0.00% | −21,572−13.2% | Reduced |
| Bickling Financial Services, Inc. | 138,890 | $2.17M | 1.36% | −41,896−23.2% | Reduced |
| Elequin Capital LP | 137,807 | $2.16M | 0.61% | +137,807 | New |
| Rockefeller Capital Management L.P. | 121,956 | $1.91M | 0.01% | −22,745−15.7% | Reduced |
| Ameriprise Financial Inc | 121,941 | $1.91M | 0.00% | +77,045+171.6% | Added |
| Claro Advisors LLC | 78,848 | $1.23M | 0.40% | +8,231+11.7% | Added |
| First Republic Investment Management, Inc. | 76,929 | $1.20M | 0.00% | −110,955−59.1% | Reduced |
| Advisor Group Holdings, Inc. | 76,302 | $1.19M | 0.00% | +16,849+28.3% | Added |
| Steward Partners Investment Advisory, LLC | 66,695 | $1.04M | 0.02% | −64,664−49.2% | Reduced |
| Truist Financial Corp | 66,004 | $1.03M | 0.00% | −2,146−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 61,294 | $958.0K | 0.00% | +6,865+12.6% | Added |
| Oppenheimer & Co Inc | 57,535 | $899.8K | 0.02% | −6,019−9.5% | Reduced |
| Janney Montgomery Scott LLC | 54,589 | $854.0K | 0.00% | −29,453−35.0% | Reduced |
| HighTower Advisors, LLC | 54,247 | $849.0K | 0.00% | +54,247 | New |
| Regent Peak Wealth Advisors LLC | 46,642 | $795.8K | 0.26% | +52+0.1% | Added |
| International Assets Investment Management, LLC | 30,285 | $665.3K | 0.07% | +30,285 | New |
| The PNC Financial Services Group, Inc. | 39,191 | $612.9K | 0.00% | +9,329+31.2% | Added |
| Jane Street Group, LLC | 35,087 | $548.8K | 0.00% | +35,087 | New |
| Bank of Montreal | 28,063 | $548.6K | 0.00% | +28,063 | New |
| NewEdge Wealth, LLC | 34,577 | $540.8K | 0.02% | +11,128+47.5% | Added |
| Walleye Capital LLC | 32,289 | $505.0K | 0.01% | +32,289 | New |
| Centaurus Financial, Inc. | 31,819 | $498.0K | 0.05% | −1,841−5.5% | Reduced |
| Dakota Wealth Management | 31,095 | $486.3K | 0.03% | +7,110+29.6% | Added |
| Insigneo Advisory Services, LLC | 30,838 | $482.0K | 0.18% | +30,838 | New |
| Amplius Wealth Advisors, LLC | 28,146 | $440.2K | 0.07% | −517,230−94.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,810 | $341.0K | 0.00% | +4,656+27.1% | Added |
| First Trust Advisors LP | 20,640 | $322.8K | 0.00% | −1,500−6.8% | Reduced |
| Invesco Ltd. | 18,683 | $292.2K | 0.00% | −15,026−44.6% | Reduced |
| Eudaimonia Partners, LLC | 18,087 | $282.9K | 0.07% | +218+1.2% | Added |
| Cetera Advisor Networks LLC | 17,353 | $271.4K | 0.00% | −5,951−25.5% | Reduced |
| Raymond James Trust N.A. | 16,800 | $263.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,022 | $250.6K | 0.00% | +16,022 | New |
| Firethorn Wealth Partners, LLC | 15,589 | $243.8K | 0.21% | +15,589 | New |
| Transcend Wealth Collective, LLC | 15,474 | $242.0K | 0.03% | −19,619−55.9% | Reduced |
| Mariner, LLC | 15,066 | $236.0K | 0.00% | +1,704+12.8% | Added |
| Stockman Wealth Management, Inc. | 14,285 | $223.4K | 0.05% | −988−6.5% | Reduced |
| Creative Planning | 14,200 | $222.1K | 0.00% | +1,172+9.0% | Added |
| Delta Investment Management, LLC | 14,000 | $219.0K | 0.07% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 13,677 | $213.9K | 0.03% | −1,740−11.3% | Reduced |
| Sentinel Trust Co Lba | 12,960 | $203.0K | 0.03% | −11,000−45.9% | Reduced |
| Citigroup Inc | 12,487 | $195.3K | 0.00% | +12,487 | New |
| Qube Research & Technologies Ltd | 11,269 | $176.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,381 | $162.4K | 0.05% | +138+1.3% | Added |
| SG3 Management, LLC | 10,000 | $156.4K | 0.10% | +10,000 | New |
| Arlington Partners LLC | 6,326 | $98.9K | 0.02% | +6,326 | New |
| BlackRock Inc. | 5,000 | $78.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,851 | $75.9K | 0.00% | −1,636−25.2% | Reduced |
| US Bancorp | 2,700 | $42.2K | 0.00% | −8,209−75.2% | Reduced |
| Anchor Investment Management, LLC | 1,750 | $27.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,622 | $25.4K | 0.01% | +55+3.5% | Added |
| Advisory Services Network, LLC | 1,600 | $25.0K | 0.00% | +1,600 | New |
| Clearstead Advisors, LLC | 1,322 | $20.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,279 | $20.0K | 0.00% | −1,541−54.6% | Reduced |
| Money Concepts Capital Corp | 1,200 | $18.8K | 0.00% | +1,200 | New |
| ICA Group Wealth Management, LLC | 1,120 | $17.5K | 0.00% | +1,120 | New |
| Bessemer Group Inc | 1,026 | $16.0K | 0.00% | +1,026 | New |
| Signaturefd, LLC | 1,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $15.6K | 0.00% | +1,000 | New |
| Retirement Group, LLC | 928 | $15.0K | 0.01% | +928 | New |
| JFS Wealth Advisors, LLC | 950 | $14.9K | 0.00% | +15+1.6% | Added |
| M&R Capital Management Inc | 905 | $14.2K | 0.00% | +905 | New |
| Ancora Advisors, LLC | 923 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 661 | $14.0K | 0.00% | +31+4.9% | Added |
| Belpointe Asset Management LLC | 800 | $12.5K | 0.00% | +800 | New |
| Global Retirement Partners, LLC | 750 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 700 | $10.9K | 0.00% | +100+16.7% | Added |
| First Manhattan Co | 515 | $8.05K | 0.00% | +515 | New |
| Geneos Wealth Management Inc. | 450 | $7.04K | 0.00% | +450 | New |
| Slocum, Gordon & Co LLP | 275 | $4.30K | 0.00% | +275 | New |
| Tower Research Capital LLC (TRC) | 255 | $4.00K | 0.00% | +255 | New |
| Plante Moran Financial Advisors, LLC | 223 | $3.49K | 0.00% | −1,027−82.2% | Reduced |
| Castleview Partners, LLC | 171 | $2.67K | 0.00% | +171 | New |
| Sugarloaf Wealth Management, LLC | 123 | $1.92K | 0.00% | +123 | New |
| Beaird Harris Wealth Management, LLC | 100 | $1.56K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 83 | $1.30K | 0.00% | +83 | New |