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 2024
Institutional positions in BlackRock Science & Technology Term Trust as of Jun 30, 2024. 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
- 98
- +2 vs. Q1 2024
- Shares held
- 26.0M
- −3.89M (−13.0%) vs. Q1 2024
- Total value
- $517.7M
- −$62.2M (−10.7%) vs. Q1 2024
- New holders
- 16
- 34 more added
- Sold out
- 14
- 34 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 7,179,664 | $142.9M | 3.14% | +1,259,189+21.3% | Added |
| Morgan Stanley | 3,037,163 | $60.5M | 0.00% | −6,049,006−66.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,735,294 | $34.5M | 1.63% | +447,175+34.7% | Added |
| Karpus Management, Inc. | 1,312,423 | $26.1M | 0.74% | +109,846+9.1% | Added |
| Invesco Ltd. | 1,091,259 | $21.7M | 0.00% | −23,778−2.1% | Reduced |
| UBS Group AG | 1,078,702 | $21.5M | 0.01% | −77,209−6.7% | Reduced |
| Raymond James & Associates | 939,506 | $18.7M | 0.01% | +28,494+3.1% | Added |
| Potrero Capital Research LLC | 848,443 | $16.9M | 7.28% | +209,857+32.9% | Added |
| 1607 Capital Partners, LLC | 701,342 | $14.0M | 1.25% | −43,625−5.9% | Reduced |
| Wedbush Securities Inc | 683,666 | $13.6M | 0.49% | +80,260+13.3% | Added |
| Bank of America Corp | 619,389 | $12.3M | 0.00% | +1230.0% | Added |
| CNH Partners LLC | 617,151 | $12.3M | 0.32% | −34,357−5.3% | Reduced |
| Lazard Asset Management LLC | 615,054 | $12.2M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 520,023 | $10.4M | 0.01% | −1,282−0.2% | Reduced |
| Atlas Wealth LLC | 474,224 | $9.67M | 1.14% | +474,224 | New |
| Royal Bank of Canada | 473,555 | $9.43M | 0.00% | +8,639+1.9% | Added |
| Flagship Harbor Advisors, LLC | 326,375 | $6.50M | 0.39% | +326,375 | New |
| Quantedge Capital Pte Ltd | 245,575 | $4.89M | 1.77% | −201,895−45.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 219,390 | $4.37M | 1.53% | +71,328+48.2% | Added |
| Alpine Global Management, LLC | 195,000 | $3.88M | 0.68% | +28,000+16.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 187,130 | $3.73M | 0.01% | −4,730−2.5% | Reduced |
| City of London Investment Management Co Ltd | 186,268 | $3.71M | 0.32% | −38,474−17.1% | Reduced |
| LPL Financial LLC | 175,304 | $3.49M | 0.00% | −31,111−15.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 158,947 | $3.16M | 0.65% | +29,880+23.2% | Added |
| LM Advisors LLC | 139,700 | $2.78M | 0.00% | −6,539−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 124,734 | $2.48M | 0.00% | +9,708+8.4% | Added |
| Oppenheimer & Co Inc | 116,830 | $2.33M | 0.04% | −5,068−4.2% | Reduced |
| Sanctuary Advisors, LLC | 125,753 | $2.22M | 0.02% | +125,753 | New |
| Stifel Financial Corp | 107,585 | $2.14M | 0.00% | −2,561−2.3% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.99M | 0.19% | 00.0% | Unchanged |
| Matisse Capital | 98,400 | $1.96M | 0.97% | −41,600−29.7% | Reduced |
| Sit Investment Associates Inc | 88,967 | $1.77M | 0.04% | +88,967 | New |
| Advisor Group Holdings, Inc. | 87,087 | $1.73M | 0.00% | −8,706−9.1% | Reduced |
| Skyline Advisors, Inc. | 86,968 | $1.73M | 0.75% | +765+0.9% | Added |
| Rockefeller Capital Management L.P. | 82,426 | $1.64M | 0.00% | −18,044−18.0% | Reduced |
| Flow State Investments, L.P. | 79,221 | $1.58M | 0.50% | +12,439+18.6% | Added |
| HighTower Advisors, LLC | 74,394 | $1.48M | 0.00% | −64,199−46.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,990 | $1.43M | 0.02% | +806+1.1% | Added |
| HBK Investments L P | 66,668 | $1.33M | 0.03% | +66,668 | New |
| Wells Fargo & Company | 62,932 | $1.25M | 0.00% | −11,659−15.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 62,377 | $1.24M | 0.00% | +6,954+12.5% | Added |
| Commonwealth Equity Services, LLC | 62,022 | $1.24M | 0.00% | −1,976−3.1% | Reduced |
| Truist Financial Corp | 56,976 | $1.13M | 0.00% | +531+0.9% | Added |
| Janney Montgomery Scott LLC | 49,603 | $988.0K | 0.00% | +5,858+13.4% | Added |
| Claro Advisors LLC | 49,483 | $985.2K | 0.15% | −39,613−44.5% | Reduced |
| WNY Asset Management, LLC | 42,475 | $845.7K | 0.11% | +30,095+243.1% | Added |
| The PNC Financial Services Group, Inc. | 40,189 | $800.2K | 0.00% | +8,165+25.5% | Added |
| NewEdge Wealth, LLC | 39,933 | $795.1K | 0.02% | −1,500−3.6% | Reduced |
| PFG Investments, LLC | 37,249 | $741.6K | 0.05% | −3,287−8.1% | Reduced |
| Dakota Wealth Management | 35,915 | $715.1K | 0.02% | +710+2.0% | Added |
| Mathes Company, Inc. | 21,950 | $437.0K | 0.16% | +750+3.5% | Added |
| GWM Advisors LLC | 21,192 | $421.9K | 0.00% | −673−3.1% | Reduced |
| NWF Advisory Services Inc. | 20,885 | $415.8K | 0.07% | −173−0.8% | Reduced |
| Susquehanna International Group, LLP | 19,659 | $391.4K | 0.00% | −847−4.1% | Reduced |
| CSS LLC | 17,300 | $344.4K | 0.03% | +17,300 | New |
| Cetera Investment Advisers | 17,274 | $343.9K | 0.00% | −3,605−17.3% | Reduced |
| Virtu Financial LLC | 17,091 | $340.0K | 0.02% | +17,091 | New |
| Atria Wealth Solutions, Inc. | 16,800 | $334.5K | 0.00% | +2,150+14.7% | Added |
| Amplius Wealth Advisors, LLC | 16,759 | $333.7K | 0.04% | +66+0.4% | Added |
| Ameriprise Financial Inc | 15,814 | $314.9K | 0.00% | −5,028−24.1% | Reduced |
| Focus Financial Network, Inc. | 14,522 | $289.1K | 0.01% | +231+1.6% | Added |
| Delta Investment Management, LLC | 13,600 | $270.8K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,959 | $258.0K | 0.01% | +12,959 | New |
| International Assets Investment Management, LLC | 12,815 | $255.2K | 0.02% | +500+4.1% | Added |
| Concurrent Investment Advisors, LLC | 12,499 | $248.9K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,104 | $241.1K | 0.01% | −3,490−22.4% | Reduced |
| Sunbelt Securities, Inc. | 12,063 | $240.2K | 0.02% | +78+0.7% | Added |
| Absolute Investment Advisers LLC | 11,843 | $235.8K | 0.03% | +11,843 | New |
| Sentinel Trust Co Lba | 11,821 | $235.0K | 0.03% | −835−6.6% | Reduced |
| Stockman Wealth Management, Inc. | 10,896 | $216.9K | 0.04% | +31+0.3% | Added |
| Mariner, LLC | 10,852 | $216.1K | 0.00% | +10,852 | New |
| Mosaic Financial Group, LLC | 10,000 | $199.0K | 0.14% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 9,868 | $196.5K | 0.11% | +9,868 | New |
| Quarry LP | 8,688 | $173.0K | 0.04% | +8,688 | New |
| Citigroup Inc | 8,558 | $170.4K | 0.00% | +938+12.3% | Added |
| Register Financial Advisors LLC | 6,880 | $137.0K | 0.07% | +148+2.2% | Added |
| Parallel Advisors, LLC | 5,604 | $111.6K | 0.00% | +121+2.2% | Added |
| BlackRock Inc. | 5,000 | $99.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,806 | $55.9K | 0.00% | +2,806 | New |
| Comerica Bank | 2,291 | $45.6K | 0.00% | +57+2.6% | Added |
| NBC Securities, Inc. | 2,260 | $45.0K | 0.00% | −59−2.5% | Reduced |
| US Bancorp | 1,750 | $34.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,630 | $32.5K | 0.00% | +1,630 | New |
| Aspire Private Capital, LLC | 1,345 | $26.8K | 0.01% | −489−26.7% | Reduced |
| Signaturefd, LLC | 1,000 | $19.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 860 | $17.1K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 785 | $15.6K | 0.01% | +785 | New |
| JFS Wealth Advisors, LLC | 771 | $15.4K | 0.00% | −234−23.3% | Reduced |
| ICA Group Wealth Management, LLC | 560 | $11.2K | 0.01% | −560−50.0% | Reduced |
| Armstrong Advisory Group, Inc | 550 | $11.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 536 | $10.9K | 0.00% | +50+10.3% | Added |
| Principal Securities, Inc. | 327 | $6.51K | 0.00% | +7+2.2% | Added |
| Ancora Advisors, LLC | 180 | $3.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 175 | $3.48K | 0.00% | +175 | New |
| Assetmark, Inc | 173 | $3.44K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $296 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | −200−99.5% | Reduced |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −234,361−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −231,568−100.0% | Sold out |