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 2024
Institutional positions in BlackRock Science & Technology Term Trust as of Dec 31, 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
- 110
- +11 vs. Q3 2024
- Shares held
- 23.0M
- −574.6K (−2.4%) vs. Q3 2024
- Total value
- $475.5M
- +$16.5M (+3.6%) vs. Q3 2024
- New holders
- 20
- 25 more added
- Sold out
- 9
- 48 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,392,699 | $132.4M | 3.33% | −310,911−4.6% | Reduced |
| Morgan Stanley | 2,946,647 | $61.0M | 0.00% | −37,775−1.3% | Reduced |
| Raymond James Financial Inc | 1,498,413 | $31.0M | 0.01% | +1,498,413 | New |
| Rivernorth Capital Management, LLC | 1,432,953 | $29.7M | 1.43% | −216,272−13.1% | Reduced |
| UBS Group AG | 1,041,004 | $21.6M | 0.00% | −22,107−2.1% | Reduced |
| Invesco Ltd. | 985,754 | $20.4M | 0.00% | −116,127−10.5% | Reduced |
| Karpus Management, Inc. | 917,789 | $19.0M | 0.56% | −330,354−26.5% | Reduced |
| Penserra Capital Management LLC | 808,947 | $16.8M | 0.31% | +54,490+7.2% | Added |
| Wedbush Securities Inc | 781,202 | $16.2M | 0.58% | +53,836+7.4% | Added |
| Potrero Capital Research LLC | 705,633 | $14.6M | 6.18% | −73,337−9.4% | Reduced |
| Bank of America Corp | 671,643 | $13.9M | 0.00% | +120,315+21.8% | Added |
| Lazard Asset Management LLC | 444,902 | $9.21M | 0.01% | −104,063−19.0% | Reduced |
| Royal Bank of Canada | 420,737 | $8.71M | 0.00% | −19,928−4.5% | Reduced |
| CNH Partners LLC | 269,675 | $5.58M | 0.13% | −183,350−40.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 226,339 | $4.69M | 1.50% | −1,300−0.6% | Reduced |
| CF Capital LLC | 219,023 | $4.54M | 4.89% | +219,023 | New |
| Alpine Global Management, LLC | 198,500 | $4.11M | 0.54% | −10,376−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 180,189 | $3.73M | 0.01% | −98−0.1% | Reduced |
| LPL Financial LLC | 168,770 | $3.50M | 0.00% | −16,224−8.8% | Reduced |
| 1607 Capital Partners, LLC | 160,857 | $3.33M | 0.27% | −452,165−73.8% | Reduced |
| Oppenheimer & Co Inc | 158,946 | $3.29M | 0.05% | +16,379+11.5% | Added |
| Blue Bell Private Wealth Management, LLC | 158,362 | $3.28M | 0.62% | −6,891−4.2% | Reduced |
| Sanctuary Advisors, LLC | 102,779 | $2.19M | 0.01% | +1,182+1.2% | Added |
| NewEdge Wealth, LLC | 104,993 | $2.17M | 0.04% | +3,000+2.9% | Added |
| Intrepid Family Office LLC | 104,174 | $2.16M | 2.28% | +104,174 | New |
| City of London Investment Management Co Ltd | 100,592 | $2.08M | 0.21% | −65,980−39.6% | Reduced |
| Stifel Financial Corp | 100,531 | $2.08M | 0.00% | −4,881−4.6% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $2.07M | 0.28% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 99,932 | $2.07M | 0.11% | −227,492−69.5% | Reduced |
| Advisor Group Holdings, Inc. | 87,880 | $1.82M | 0.00% | +758+0.9% | Added |
| Rockefeller Capital Management L.P. | 84,681 | $1.75M | 0.00% | +9,340+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 78,497 | $1.63M | 0.01% | +3,639+4.9% | Added |
| Commonwealth Equity Services, LLC | 77,184 | $1.60M | 0.00% | +16,933+28.1% | Added |
| Allspring Global Investments Holdings, LLC | 74,107 | $1.53M | 0.00% | −39,044−34.5% | Reduced |
| LM Advisors LLC | 71,174 | $1.47M | 0.26% | −21,019−22.8% | Reduced |
| Truist Financial Corp | 68,936 | $1.43M | 0.00% | −5,704−7.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,945 | $1.22M | 0.00% | +4,023+7.3% | Added |
| HighTower Advisors, LLC | 58,204 | $1.21M | 0.00% | −7,676−11.7% | Reduced |
| HBK Investments L P | 57,560 | $1.19M | 0.02% | −1,495−2.5% | Reduced |
| Janney Montgomery Scott LLC | 48,563 | $1.01M | 0.00% | +249+0.5% | Added |
| WNY Asset Management, LLC | 42,050 | $870.9K | 0.11% | −2,493−5.6% | Reduced |
| Wells Fargo & Company | 41,626 | $862.1K | 0.00% | −11,365−21.4% | Reduced |
| Quantedge Capital Pte Ltd | 38,917 | $806.0K | 0.29% | −57,932−59.8% | Reduced |
| PFG Investments, LLC | 33,564 | $695.1K | 0.04% | −2,401−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 32,442 | $671.9K | 0.00% | −12,005−27.0% | Reduced |
| Dakota Wealth Management | 29,119 | $603.1K | 0.01% | −4,497−13.4% | Reduced |
| Readystate Asset Management LP | 27,577 | $571.1K | 0.02% | +27,577 | New |
| Uhlmann Price Securities, LLC | 24,982 | $517.5K | 0.39% | −1,932−7.2% | Reduced |
| Absolute Investment Advisers LLC | 21,910 | $453.8K | 0.06% | −2,277−9.4% | Reduced |
| Mathes Company, Inc. | 20,200 | $418.0K | 0.15% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,622 | $406.4K | 0.00% | −2,385−10.8% | Reduced |
| Wolverine Asset Management LLC | 18,573 | $384.6K | 0.01% | +18,573 | New |
| Amplius Wealth Advisors, LLC | 17,396 | $360.3K | 0.04% | +138+0.8% | Added |
| Cetera Investment Advisers | 15,602 | $323.1K | 0.00% | −2,137−12.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,500 | $321.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,112 | $313.0K | 0.00% | +2,342+18.3% | Added |
| CI Private Wealth, LLC | 14,912 | $308.8K | 0.00% | −3,130−17.3% | Reduced |
| Focus Financial Network, Inc. | 14,793 | $306.4K | 0.01% | +190+1.3% | Added |
| HRT Financial LP | 14,299 | $296.0K | 0.00% | +14,299 | New |
| Delta Investment Management, LLC | 13,600 | $281.7K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,444 | $257.7K | 0.00% | +528+4.4% | Added |
| Mather Group, LLC. | 12,000 | $248.5K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,910 | $246.7K | 0.01% | −611−4.9% | Reduced |
| SeaCrest Wealth Management, LLC | 11,910 | $246.7K | 0.03% | +11,910 | New |
| International Assets Investment Management, LLC | 10,785 | $224.3K | 0.02% | −200,132−94.9% | Reduced |
| Stablepoint Partners, LLC | 10,770 | $223.0K | 0.04% | +10,770 | New |
| Advisory Services Network, LLC | 10,550 | $218.5K | 0.00% | −2,409−18.6% | Reduced |
| Stockman Wealth Management, Inc. | 10,527 | $218.0K | 0.03% | +181+1.7% | Added |
| Painted Porch Advisors LLC | 10,518 | $217.8K | 0.11% | +319+3.1% | Added |
| Mosaic Financial Group, LLC | 10,000 | $207.0K | 0.15% | 00.0% | Unchanged |
| CSS LLC | 9,893 | $204.9K | 0.01% | −3,485−26.1% | Reduced |
| Sentinel Trust Co Lba | 9,833 | $204.0K | 0.02% | −1,021−9.4% | Reduced |
| Biltmore Family Office, LLC | 9,791 | $202.8K | 0.03% | +9,791 | New |
| Huntleigh Advisors, Inc. | 9,700 | $200.9K | 0.04% | +9,700 | New |
| CoreCap Advisors, LLC | 8,500 | $176.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 8,263 | $171.1K | 0.00% | −609−6.9% | Reduced |
| Parallel Advisors, LLC | 6,848 | $141.8K | 0.00% | +1,053+18.2% | Added |
| Sunbelt Securities, Inc. | 6,525 | $136.9K | 0.01% | −1,126−14.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,838 | $120.9K | 0.00% | +5,838 | New |
| BlackRock, Inc. | 5,000 | $103.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,614 | $74.8K | 0.01% | −375−9.4% | Reduced |
| Umb Bank N A | 2,850 | $59.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,650 | $54.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,577 | $53.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,222 | $47.0K | 0.02% | +2,222 | New |
| Larson Financial Group LLC | 1,800 | $37.3K | 0.00% | +940+109.3% | Added |
| Comerica Bank | 1,700 | $35.2K | 0.00% | −520−23.4% | Reduced |
| Elequin Capital LP | 1,610 | $33.3K | 0.00% | +1,610 | New |
| Massmutual Trust Co FSB | 1,133 | $23.5K | 0.00% | +1,133 | New |
| Signaturefd, LLC | 1,000 | $20.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 790 | $16.4K | 0.00% | +790 | New |
| JFS Wealth Advisors, LLC | 788 | $16.3K | 0.00% | +8+1.0% | Added |
| United Community Bank | 785 | $16.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 565 | $12.1K | 0.00% | +14+2.5% | Added |
| Armstrong Advisory Group, Inc | 556 | $11.5K | 0.00% | +6+1.1% | Added |
| WPG Advisers, LLC | 484 | $10.0K | 0.01% | +484 | New |
| St Germain D J Co Inc | 450 | $9.32K | 0.00% | +450 | New |
| CWM, LLC | 390 | $8.00K | 0.00% | −996−71.9% | Reduced |
| MAI Capital Management | 320 | $6.63K | 0.00% | +320 | New |
| FSA Wealth Management LLC | 300 | $6.21K | 0.00% | 00.0% | Unchanged |