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 $659.0M 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 | $659.0M |
| Q1 2026 | 134 | $465.4M |
| Q4 2025 | 125 | $465.6M |
| Q3 2025 | 114 | $419.2M |
| Q2 2025 | 115 | $394.4M |
| Q1 2025 | 106 | $367.2M |
| Q4 2024 | 109 | $471.4M |
| Q3 2024 | 101 | $487.6M |
| Q2 2024 | 98 | $517.6M |
| Q1 2024 | 98 | $460.8M |
| Q4 2023 | 107 | $348.1M |
| Q3 2023 | 104 | $267.9M |
| Q2 2023 | 90 | $281.5M |
| Q1 2023 | 94 | $291.8M |
| Q4 2022 | 104 | $270.1M |
| Q3 2022 | 81 | $275.3M |
| Q2 2022 | 92 | $317.7M |
| Q1 2022 | 99 | $454.6M |
| Q4 2021 | 110 | $614.6M |
| Q3 2021 | 102 | $585.0M |
| Q2 2021 | 96 | $621.6M |
| Q1 2021 | 90 | $535.2M |
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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| Allworth Financial LP | 14 | $235 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | +105+150.0% | Added |
| Tower Research Capital LLC (TRC) | 200 | $3.30K | 0.00% | +200 | New |
| Armstrong Advisory Group, Inc | 550 | $9.07K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 612 | $10.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 850 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 982 | $16.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 988 | $16.3K | 0.00% | +12+1.2% | Added |
| Signaturefd, LLC | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,103 | $18.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,109 | $18.3K | 0.00% | +1,109 | New |
| Focused Wealth Management, Inc | 1,287 | $21.2K | 0.00% | +2+0.2% | Added |
| GWM Advisors LLC | 1,679 | $27.7K | 0.00% | −250−13.0% | Reduced |
| US Bancorp | 1,750 | $28.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,750 | $28.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,768 | $29.2K | 0.01% | +48+2.8% | Added |
| JPMorgan Chase & Co | 1,890 | $31.2K | 0.00% | +1,890 | New |
| Bessemer Group Inc | 1,990 | $33.0K | 0.00% | +1,990 | New |
| NBC Securities, Inc. | 2,252 | $37.0K | 0.00% | +2,252 | New |
| Comerica Bank | 3,259 | $53.8K | 0.00% | +3,259 | New |
| Elequin Capital LP | 3,397 | $56.1K | 0.01% | +3,397 | New |
| Castleview Partners, LLC | 4,851 | $80.0K | 0.07% | +115+2.4% | Added |
| BlackRock Inc. | 5,000 | $82.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,288 | $87.3K | 0.00% | +145+2.8% | Added |
| Citigroup Inc | 7,524 | $124.1K | 0.00% | −1,784−19.2% | Reduced |
| Centaurus Financial, Inc. | 9,746 | $161.0K | 0.01% | −10,510−51.9% | Reduced |
| Kestra Advisory Services, LLC | 10,093 | $166.5K | 0.00% | +10,093 | New |
| Atomi Financial Group, Inc. | 10,115 | $166.9K | 0.06% | −1,361−11.9% | Reduced |
| Stockman Wealth Management, Inc. | 10,197 | $168.3K | 0.04% | −274−2.6% | Reduced |
| Atlas Wealth LLC | 10,312 | $170.1K | 0.03% | +10,312 | New |
| Ieq Capital, LLC | 10,687 | $176.3K | 0.00% | +10,687 | New |
| Mathes Company, Inc. | 11,550 | $191.0K | 0.09% | +11,550 | New |
| Walled Lake Planning & Wealth Management, LLC | 11,801 | $194.7K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12,109 | $199.8K | 0.03% | +9,109+303.6% | Added |
| WNY Asset Management, LLC | 12,300 | $202.9K | 0.04% | +1,800+17.1% | Added |
| International Assets Investment Management, LLC | 12,701 | $207.0K | 0.03% | +15+0.1% | Added |
| Creative Planning | 12,615 | $208.1K | 0.00% | −700−5.3% | Reduced |
| Sentinel Trust Co Lba | 12,656 | $209.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,358 | $220.0K | 0.02% | +13,358 | New |
| Focus Financial Network, Inc. | 13,575 | $224.0K | 0.01% | +1,214+9.8% | Added |
| Delta Investment Management, LLC | 13,600 | $224.4K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,245 | $251.5K | 0.03% | +144+1.0% | Added |
| Cetera Advisor Networks LLC | 15,543 | $256.5K | 0.00% | −360−2.3% | Reduced |
| Transcend Wealth Collective, LLC | 15,559 | $256.7K | 0.03% | +182+1.2% | Added |
| National Asset Management, Inc. | 15,594 | $257.3K | 0.01% | +2,294+17.2% | Added |
| Raymond James Trust N.A. | 16,800 | $277.2K | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 17,405 | $287.2K | 0.08% | +17,405 | New |
| Amplius Wealth Advisors, LLC | 17,582 | $290.1K | 0.04% | +378+2.2% | Added |
| Eudaimonia Partners, LLC | 19,818 | $327.0K | 0.08% | +460+2.4% | Added |
| Firethorn Wealth Partners, LLC | 20,622 | $340.3K | 0.26% | +361+1.8% | Added |
| Atria Wealth Solutions, Inc. | 24,134 | $398.2K | 0.01% | +10,534+77.5% | Added |
| NWF Advisory Services Inc. | 25,225 | $416.2K | 0.10% | −750−2.9% | Reduced |
| Insigneo Advisory Services, LLC | 25,670 | $423.6K | 0.09% | +26+0.1% | Added |
| Qube Research & Technologies Ltd | 25,794 | $425.6K | 0.00% | +750+3.0% | Added |
| Biltmore Family Office, LLC | 28,659 | $472.9K | 0.11% | +28,659 | New |
| Blue Bell Private Wealth Management, LLC | 29,535 | $487.3K | 0.13% | +21,500+267.6% | Added |
| Flow State Investments, L.P. | 31,281 | $516.1K | 0.19% | +31,281 | New |
| The PNC Financial Services Group, Inc. | 32,564 | $537.3K | 0.00% | +1,047+3.3% | Added |
| Dakota Wealth Management | 33,135 | $546.7K | 0.02% | −575−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,498 | $734.0K | 0.00% | +15,238+52.1% | Added |
| Jane Street Group, LLC | 45,777 | $755.3K | 0.00% | +45,777 | New |
| Janney Montgomery Scott LLC | 46,281 | $764.0K | 0.00% | +1,375+3.1% | Added |
| Walleye Capital LLC | 47,657 | $786.3K | 0.01% | +47,657 | New |
| First Republic Investment Management, Inc. | 55,296 | $912.4K | 0.00% | −5,392−8.9% | Reduced |
| Susquehanna International Group, LLP | 56,675 | $935.1K | 0.00% | +56,675 | New |
| Commonwealth Equity Services, LLC | 57,181 | $943.0K | 0.00% | +214+0.4% | Added |
| Ameriprise Financial Inc | 59,631 | $983.9K | 0.00% | +26,715+81.2% | Added |
| NewEdge Wealth, LLC | 62,326 | $1.03M | 0.03% | +8,408+15.6% | Added |
| Oppenheimer & Co Inc | 67,189 | $1.11M | 0.02% | +4,007+6.3% | Added |
| Truist Financial Corp | 71,294 | $1.18M | 0.00% | −1,003−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,724 | $1.18M | 0.02% | +4,014+5.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 73,554 | $1.21M | 0.47% | −2,585−3.4% | Reduced |
| Matisse Capital | 80,000 | $1.32M | 0.93% | 00.0% | Unchanged |
| Claro Advisors LLC | 83,245 | $1.37M | 0.34% | +503+0.6% | Added |
| Landscape Capital Management, L.L.C. | 83,626 | $1.38M | 0.18% | +24,336+41.0% | Added |
| Stifel Financial Corp | 90,725 | $1.50M | 0.00% | −7,873−8.0% | Reduced |
| Weiss Asset Management LP | 93,894 | $1.55M | 0.12% | +93,894 | New |
| Boothbay Fund Management, LLC | 114,601 | $1.89M | 0.07% | +96,132+520.5% | Added |
| Wolverine Asset Management LLC | 135,247 | $2.23M | 0.04% | +135,247 | New |
| Rockefeller Capital Management L.P. | 139,183 | $2.30M | 0.01% | +1,492+1.1% | Added |
| Advisor Group Holdings, Inc. | 148,321 | $2.45M | 0.00% | +52,664+55.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 168,694 | $2.78M | 0.01% | +168,694 | New |
| Allspring Global Investments Holdings, LLC | 192,368 | $3.17M | 0.01% | +192,368 | New |
| LPL Financial LLC | 212,646 | $3.51M | 0.00% | +1,974+0.9% | Added |
| HighTower Advisors, LLC | 216,309 | $3.57M | 0.01% | +78,536+57.0% | Added |
| City of London Investment Management Co Ltd | 225,172 | $3.72M | 0.33% | −800−0.4% | Reduced |
| CNH Partners LLC | 251,902 | $4.16M | 0.19% | +154,114+157.6% | Added |
| Rpo LLC | 254,668 | $4.20M | 7.16% | +213,626+520.5% | Added |
| Royal Bank of Canada | 326,923 | $5.39M | 0.00% | +24,246+8.0% | Added |
| Wells Fargo & Company | 340,955 | $5.63M | 0.00% | −43,127−11.2% | Reduced |
| Quantedge Capital Pte Ltd | 363,922 | $6.00M | 3.27% | +17,900+5.2% | Added |
| Wedbush Securities Inc | 430,207 | $7.10M | 0.35% | +53,845+14.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 459,999 | $7.59M | 0.01% | +14,197+3.2% | Added |
| Saba Capital Management, L.P. | 466,985 | $7.71M | 0.25% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 615,054 | $10.1M | 0.01% | +275,559+81.2% | Added |
| 1607 Capital Partners, LLC | 624,056 | $10.3M | 0.77% | +34,822+5.9% | Added |
| Bank of America Corp | 699,501 | $11.5M | 0.00% | −5,941−0.8% | Reduced |
| Raymond James & Associates | 880,290 | $14.5M | 0.01% | −43,650−4.7% | Reduced |