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 2023
Institutional positions in BlackRock Science & Technology Term Trust as of Sep 30, 2023. 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
- +14 vs. Q2 2023
- Shares held
- 16.2M
- +694.6K (+4.5%) vs. Q2 2023
- Total value
- $267.9M
- −$13.6M (−4.8%) vs. Q2 2023
- New holders
- 23
- 43 more added
- Sold out
- 9
- 21 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,563,671 | $58.8M | 0.01% | −238,213−6.3% | Reduced |
| UBS Group AG | 1,320,866 | $21.8M | 0.01% | −26,142−1.9% | Reduced |
| Karpus Management, Inc. | 1,267,790 | $20.9M | 0.70% | −4,107−0.3% | Reduced |
| Invesco Ltd. | 980,304 | $16.2M | 0.00% | −153,837−13.6% | Reduced |
| Raymond James & Associates | 880,290 | $14.5M | 0.01% | −43,650−4.7% | Reduced |
| Bank of America Corp | 699,501 | $11.5M | 0.00% | −5,941−0.8% | Reduced |
| 1607 Capital Partners, LLC | 624,056 | $10.3M | 0.77% | +34,822+5.9% | Added |
| Lazard Asset Management LLC | 615,054 | $10.1M | 0.01% | +275,559+81.2% | Added |
| Saba Capital Management, L.P. | 466,985 | $7.71M | 0.25% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 459,999 | $7.59M | 0.01% | +14,197+3.2% | Added |
| Wedbush Securities Inc | 430,207 | $7.10M | 0.35% | +53,845+14.3% | Added |
| Quantedge Capital Pte Ltd | 363,922 | $6.00M | 3.27% | +17,900+5.2% | Added |
| Wells Fargo & Company | 340,955 | $5.63M | 0.00% | −43,127−11.2% | Reduced |
| Royal Bank of Canada | 326,923 | $5.39M | 0.00% | +24,246+8.0% | Added |
| Rpo LLC | 254,668 | $4.20M | 7.16% | +213,626+520.5% | Added |
| CNH Partners LLC | 251,902 | $4.16M | 0.19% | +154,114+157.6% | Added |
| City of London Investment Management Co Ltd | 225,172 | $3.72M | 0.33% | −800−0.4% | Reduced |
| HighTower Advisors, LLC | 216,309 | $3.57M | 0.01% | +78,536+57.0% | Added |
| LPL Financial LLC | 212,646 | $3.51M | 0.00% | +1,974+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 192,368 | $3.17M | 0.01% | +192,368 | New |
| Wealth Enhancement Advisory Services, LLC | 168,694 | $2.78M | 0.01% | +168,694 | New |
| Advisor Group Holdings, Inc. | 148,321 | $2.45M | 0.00% | +52,664+55.1% | Added |
| Rockefeller Capital Management L.P. | 139,183 | $2.30M | 0.01% | +1,492+1.1% | Added |
| Wolverine Asset Management LLC | 135,247 | $2.23M | 0.04% | +135,247 | New |
| Boothbay Fund Management, LLC | 114,601 | $1.89M | 0.06% | +96,132+520.5% | Added |
| Weiss Asset Management LP | 93,894 | $1.55M | 0.12% | +93,894 | New |
| Stifel Financial Corp | 90,725 | $1.50M | 0.00% | −7,873−8.0% | Reduced |
| Landscape Capital Management, L.L.C. | 83,626 | $1.38M | 0.18% | +24,336+41.0% | Added |
| Claro Advisors LLC | 83,245 | $1.37M | 0.34% | +503+0.6% | Added |
| Matisse Capital | 80,000 | $1.32M | 0.93% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 73,554 | $1.21M | 0.47% | −2,585−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,724 | $1.18M | 0.02% | +4,014+5.9% | Added |
| Truist Financial Corp | 71,294 | $1.18M | 0.00% | −1,003−1.4% | Reduced |
| Oppenheimer & Co Inc | 67,189 | $1.11M | 0.02% | +4,007+6.3% | Added |
| NewEdge Wealth, LLC | 62,326 | $1.03M | 0.03% | +8,408+15.6% | Added |
| Ameriprise Financial Inc | 59,631 | $983.9K | 0.00% | +26,715+81.2% | Added |
| Commonwealth Equity Services, LLC | 57,181 | $943.0K | 0.00% | +214+0.4% | Added |
| Susquehanna International Group, LLP | 56,675 | $935.1K | 0.00% | +56,675 | New |
| First Republic Investment Management, Inc. | 55,296 | $912.4K | 0.00% | −5,392−8.9% | Reduced |
| Walleye Capital LLC | 47,657 | $786.3K | 0.01% | +47,657 | New |
| Janney Montgomery Scott LLC | 46,281 | $764.0K | 0.00% | +1,375+3.1% | Added |
| Jane Street Group, LLC | 45,777 | $755.3K | 0.00% | +45,777 | New |
| Cambridge Investment Research Advisors, Inc. | 44,498 | $734.0K | 0.00% | +15,238+52.1% | Added |
| Dakota Wealth Management | 33,135 | $546.7K | 0.02% | −575−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 32,564 | $537.3K | 0.00% | +1,047+3.3% | Added |
| Flow State Investments, L.P. | 31,281 | $516.1K | 0.19% | +31,281 | New |
| Blue Bell Private Wealth Management, LLC | 29,535 | $487.3K | 0.13% | +21,500+267.6% | Added |
| Biltmore Family Office, LLC | 28,659 | $472.9K | 0.11% | +28,659 | New |
| Qube Research & Technologies Ltd | 25,794 | $425.6K | 0.00% | +750+3.0% | Added |
| Insigneo Advisory Services, LLC | 25,670 | $423.6K | 0.09% | +26+0.1% | Added |
| NWF Advisory Services Inc. | 25,225 | $416.2K | 0.10% | −750−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 24,134 | $398.2K | 0.01% | +10,534+77.5% | Added |
| Firethorn Wealth Partners, LLC | 20,622 | $340.3K | 0.26% | +361+1.8% | Added |
| Eudaimonia Partners, LLC | 19,818 | $327.0K | 0.08% | +460+2.4% | Added |
| Amplius Wealth Advisors, LLC | 17,582 | $290.1K | 0.04% | +378+2.2% | Added |
| Logan Stone Capital, LLC | 17,405 | $287.2K | 0.08% | +17,405 | New |
| Raymond James Trust N.A. | 16,800 | $277.2K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,594 | $257.3K | 0.01% | +2,294+17.2% | Added |
| Transcend Wealth Collective, LLC | 15,559 | $256.7K | 0.03% | +182+1.2% | Added |
| Cetera Advisor Networks LLC | 15,543 | $256.5K | 0.00% | −360−2.3% | Reduced |
| SeaCrest Wealth Management, LLC | 15,245 | $251.5K | 0.03% | +144+1.0% | Added |
| Delta Investment Management, LLC | 13,600 | $224.4K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 13,575 | $224.0K | 0.01% | +1,214+9.8% | Added |
| Virtu Financial LLC | 13,358 | $220.0K | 0.02% | +13,358 | New |
| Sentinel Trust Co Lba | 12,656 | $209.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 12,615 | $208.1K | 0.00% | −700−5.3% | Reduced |
| International Assets Investment Management, LLC | 12,701 | $207.0K | 0.03% | +15+0.1% | Added |
| WNY Asset Management, LLC | 12,300 | $202.9K | 0.04% | +1,800+17.1% | Added |
| Sunbelt Securities, Inc. | 12,109 | $199.8K | 0.03% | +9,109+303.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 11,801 | $194.7K | 0.10% | 00.0% | Unchanged |
| Mathes Company, Inc. | 11,550 | $191.0K | 0.09% | +11,550 | New |
| Ieq Capital, LLC | 10,687 | $176.3K | 0.00% | +10,687 | New |
| Atlas Wealth LLC | 10,312 | $170.1K | 0.03% | +10,312 | New |
| Stockman Wealth Management, Inc. | 10,197 | $168.3K | 0.04% | −274−2.6% | Reduced |
| Atomi Financial Group, Inc. | 10,115 | $166.9K | 0.06% | −1,361−11.9% | Reduced |
| Kestra Advisory Services, LLC | 10,093 | $166.5K | 0.00% | +10,093 | New |
| Centaurus Financial, Inc. | 9,746 | $161.0K | 0.01% | −10,510−51.9% | Reduced |
| Citigroup Inc | 7,524 | $124.1K | 0.00% | −1,784−19.2% | Reduced |
| Parallel Advisors, LLC | 5,288 | $87.3K | 0.00% | +145+2.8% | Added |
| BlackRock Inc. | 5,000 | $82.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,851 | $80.0K | 0.07% | +115+2.4% | Added |
| Elequin Capital LP | 3,397 | $56.1K | 0.01% | +3,397 | New |
| Comerica Bank | 3,259 | $53.8K | 0.00% | +3,259 | New |
| NBC Securities, Inc. | 2,252 | $37.0K | 0.00% | +2,252 | New |
| Bessemer Group Inc | 1,990 | $33.0K | 0.00% | +1,990 | New |
| JPMorgan Chase & Co | 1,890 | $31.2K | 0.00% | +1,890 | New |
| Aspire Private Capital, LLC | 1,768 | $29.2K | 0.01% | +48+2.8% | Added |
| US Bancorp | 1,750 | $28.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,750 | $28.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,679 | $27.7K | 0.00% | −250−13.0% | Reduced |
| Focused Wealth Management, Inc | 1,287 | $21.2K | 0.00% | +2+0.2% | Added |
| SRS Capital Advisors, Inc. | 1,109 | $18.3K | 0.00% | +1,109 | New |
| Ancora Advisors, LLC | 1,103 | $18.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 988 | $16.3K | 0.00% | +12+1.2% | Added |
| Retirement Group, LLC | 982 | $16.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 850 | $14.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 612 | $10.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 550 | $9.07K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 200 | $3.30K | 0.00% | +200 | New |