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 2024
Institutional positions in BlackRock Science & Technology Term Trust as of Sep 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
- 101
- +5 vs. Q2 2024
- Shares held
- 25.0M
- −971.3K (−3.7%) vs. Q2 2024
- Total value
- $487.6M
- −$29.9M (−5.8%) vs. Q2 2024
- New holders
- 15
- 33 more added
- Sold out
- 10
- 42 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $659.0M |
| 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3 | $58 | 0.00% | +3 | New |
| Allworth Financial LP | 16 | $302 | 0.00% | +1+6.7% | Added |
| Continuum Advisory, LLC | 90 | $1.91K | 0.00% | +90 | New |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 180 | $3.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 253 | $4.85K | 0.00% | +253 | New |
| FSA Wealth Management LLC | 300 | $5.76K | 0.00% | +300 | New |
| Principal Securities, Inc. | 338 | $6.49K | 0.00% | +11+3.4% | Added |
| Assetmark, Inc | 373 | $7.16K | 0.00% | +200+115.6% | Added |
| Jaffetilchin Investment Partners, LLC | 463 | $8.89K | 0.00% | +463 | New |
| Armstrong Advisory Group, Inc | 550 | $10.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 551 | $10.6K | 0.00% | +15+2.8% | Added |
| JFS Wealth Advisors, LLC | 780 | $15.0K | 0.00% | +9+1.2% | Added |
| United Community Bank | 785 | $15.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 860 | $16.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 918 | $17.6K | 0.00% | +918 | New |
| NBC Securities, Inc. | 996 | $19.0K | 0.00% | −1,264−55.9% | Reduced |
| Signaturefd, LLC | 1,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,345 | $25.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,386 | $27.0K | 0.00% | +1,385+138,500.0% | Added |
| Brown Brothers Harriman & Co | 2,000 | $38.4K | 0.00% | +2,000 | New |
| Comerica Bank | 2,220 | $42.6K | 0.00% | −71−3.1% | Reduced |
| Salem Investment Counselors Inc | 2,577 | $49.5K | 0.00% | −229−8.2% | Reduced |
| US Bancorp | 2,650 | $50.9K | 0.00% | +900+51.4% | Added |
| Umb Bank N A | 2,850 | $54.7K | 0.00% | +2,850 | New |
| Quarry LP | 3,989 | $76.6K | 0.02% | −355−8.2% | Reduced |
| BlackRock, Inc. | 5,000 | $96.0K | 0.00% | +5,000 | New |
| Parallel Advisors, LLC | 5,795 | $111.3K | 0.00% | +191+3.4% | Added |
| Sunbelt Securities, Inc. | 7,651 | $146.9K | 0.01% | −4,412−36.6% | Reduced |
| CoreCap Advisors, LLC | 8,500 | $163.2K | 0.01% | +8,500 | New |
| Citigroup Inc | 8,872 | $170.3K | 0.00% | +314+3.7% | Added |
| Mosaic Financial Group, LLC | 10,000 | $192.0K | 0.14% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10,199 | $195.8K | 0.10% | +331+3.4% | Added |
| Stockman Wealth Management, Inc. | 10,346 | $198.6K | 0.03% | −550−5.0% | Reduced |
| Sentinel Trust Co Lba | 10,854 | $208.0K | 0.02% | −967−8.2% | Reduced |
| Ameriprise Financial Inc | 11,916 | $228.8K | 0.00% | −3,898−24.6% | Reduced |
| Mather Group, LLC. | 12,000 | $230.4K | 0.00% | +12,000 | New |
| National Asset Management, Inc. | 12,521 | $239.0K | 0.01% | +417+3.4% | Added |
| Jane Street Group, LLC | 12,770 | $245.2K | 0.00% | +12,770 | New |
| CSS LLC | 13,378 | $256.9K | 0.01% | −3,922−22.7% | Reduced |
| Advisory Services Network, LLC | 12,959 | $258.0K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 13,600 | $261.1K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,603 | $280.4K | 0.01% | +81+0.6% | Added |
| Claro Advisors LLC | 15,092 | $289.8K | 0.04% | −34,391−69.5% | Reduced |
| Atria Wealth Solutions, Inc. | 15,500 | $297.6K | 0.00% | −1,300−7.7% | Reduced |
| Amplius Wealth Advisors, LLC | 17,258 | $331.4K | 0.04% | +499+3.0% | Added |
| Cetera Investment Advisers | 17,739 | $340.6K | 0.00% | +465+2.7% | Added |
| CI Private Wealth, LLC | 18,042 | $346.4K | 0.00% | +18,042 | New |
| NWF Advisory Services Inc. | 19,337 | $371.3K | 0.05% | −1,548−7.4% | Reduced |
| Mathes Company, Inc. | 20,200 | $388.0K | 0.14% | −1,750−8.0% | Reduced |
| GWM Advisors LLC | 22,007 | $422.5K | 0.00% | +815+3.8% | Added |
| Absolute Investment Advisers LLC | 24,187 | $464.4K | 0.06% | +12,344+104.2% | Added |
| Uhlmann Price Securities, LLC | 26,914 | $516.8K | 0.41% | +26,914 | New |
| Dakota Wealth Management | 33,616 | $645.4K | 0.01% | −2,299−6.4% | Reduced |
| PFG Investments, LLC | 35,965 | $690.5K | 0.04% | −1,284−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 44,447 | $853.4K | 0.00% | +4,258+10.6% | Added |
| WNY Asset Management, LLC | 44,543 | $855.2K | 0.10% | +2,068+4.9% | Added |
| Janney Montgomery Scott LLC | 48,314 | $928.0K | 0.00% | −1,289−2.6% | Reduced |
| Wells Fargo & Company | 52,991 | $1.02M | 0.00% | −9,941−15.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,922 | $1.05M | 0.00% | −7,455−12.0% | Reduced |
| HBK Investments L P | 59,055 | $1.13M | 0.02% | −7,613−11.4% | Reduced |
| Commonwealth Equity Services, LLC | 60,251 | $1.16M | 0.00% | −1,771−2.9% | Reduced |
| HighTower Advisors, LLC | 65,880 | $1.26M | 0.00% | −8,514−11.4% | Reduced |
| Truist Financial Corp | 74,640 | $1.43M | 0.00% | +17,664+31.0% | Added |
| Steward Partners Investment Advisory, LLC | 74,858 | $1.44M | 0.01% | +2,868+4.0% | Added |
| Rockefeller Capital Management L.P. | 75,341 | $1.45M | 0.00% | −7,085−8.6% | Reduced |
| Skyline Advisors, Inc. | 80,136 | $1.54M | 0.63% | −6,832−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 87,122 | $1.67M | 0.00% | +350.0% | Added |
| LM Advisors LLC | 92,193 | $1.77M | 0.36% | −47,507−34.0% | Reduced |
| Sit Investment Associates Inc | 92,668 | $1.78M | 0.04% | +3,701+4.2% | Added |
| Quantedge Capital Pte Ltd | 96,849 | $1.86M | 0.56% | −148,726−60.6% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.92M | 0.24% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 101,993 | $1.96M | 0.04% | +62,060+155.4% | Added |
| Stifel Financial Corp | 105,412 | $2.02M | 0.00% | −2,173−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 113,151 | $2.17M | 0.00% | −11,583−9.3% | Reduced |
| Sanctuary Advisors, LLC | 101,597 | $2.18M | 0.01% | −24,156−19.2% | Reduced |
| Oppenheimer & Co Inc | 142,567 | $2.74M | 0.04% | +25,737+22.0% | Added |
| Blue Bell Private Wealth Management, LLC | 165,253 | $3.17M | 0.61% | +6,306+4.0% | Added |
| City of London Investment Management Co Ltd | 166,572 | $3.20M | 0.28% | −19,696−10.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 180,287 | $3.46M | 0.01% | −6,843−3.7% | Reduced |
| LPL Financial LLC | 184,994 | $3.55M | 0.00% | +9,690+5.5% | Added |
| Alpine Global Management, LLC | 208,876 | $4.01M | 0.97% | +13,876+7.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 227,639 | $4.37M | 1.46% | +8,249+3.8% | Added |
| Flagship Harbor Advisors, LLC | 327,424 | $6.29M | 0.35% | +1,049+0.3% | Added |
| Royal Bank of Canada | 440,665 | $8.46M | 0.00% | −32,890−6.9% | Reduced |
| CNH Partners LLC | 453,025 | $8.70M | 0.20% | −164,126−26.6% | Reduced |
| Lazard Asset Management LLC | 548,965 | $10.5M | 0.01% | −66,089−10.7% | Reduced |
| Bank of America Corp | 551,328 | $10.6M | 0.00% | −68,061−11.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 560,507 | $10.8M | 0.01% | +40,484+7.8% | Added |
| International Assets Investment Management, LLC | 210,917 | $11.0M | 0.05% | +198,102+1,545.9% | Added |
| 1607 Capital Partners, LLC | 613,022 | $11.8M | 1.08% | −88,320−12.6% | Reduced |
| Wedbush Securities Inc | 727,366 | $14.0M | 0.52% | +43,700+6.4% | Added |
| Penserra Capital Management LLC | 754,457 | $14.5M | 0.31% | +754,457 | New |
| Potrero Capital Research LLC | 778,970 | $15.0M | 5.02% | −69,473−8.2% | Reduced |
| Raymond James & Associates | 928,967 | $17.8M | 0.01% | −10,539−1.1% | Reduced |
| UBS Group AG | 1,063,111 | $20.4M | 0.01% | −15,591−1.4% | Reduced |
| Invesco Ltd. | 1,101,881 | $21.2M | 0.00% | +10,622+1.0% | Added |
| Karpus Management, Inc. | 1,248,143 | $24.0M | 0.67% | −64,280−4.9% | Reduced |
| Rivernorth Capital Management, LLC | 1,649,225 | $31.7M | 1.53% | −86,069−5.0% | Reduced |
| Morgan Stanley | 2,984,422 | $57.3M | 0.00% | −52,741−1.7% | Reduced |