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, 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
- 109
- +10 vs. Q3 2024
- Shares held
- 22.8M
- −773.1K (−3.3%) vs. Q3 2024
- Total value
- $471.4M
- +$12.4M (+2.7%) vs. Q3 2024
- New holders
- 20
- 25 more added
- Sold out
- 10
- 47 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1 | $21 | 0.00% | −995−99.9% | Reduced |
| FMR LLC | 1 | $21 | 0.00% | −2−66.7% | Reduced |
| Allworth Financial LP | 16 | $357 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 92 | $1.90K | 0.00% | +2+2.2% | Added |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 150 | $3.11K | 0.00% | +150 | New |
| Assetmark, Inc | 173 | $3.58K | 0.00% | −200−53.6% | Reduced |
| Ancora Advisors, LLC | 180 | $3.73K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 250 | $5.18K | 0.00% | +250 | New |
| Beacon Capital Management, LLC | 261 | $5.40K | 0.00% | +8+3.2% | Added |
| FSA Wealth Management LLC | 300 | $6.21K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 320 | $6.63K | 0.00% | +320 | New |
| CWM, LLC | 390 | $8.00K | 0.00% | −996−71.9% | Reduced |
| St Germain D J Co Inc | 450 | $9.32K | 0.00% | +450 | New |
| WPG Advisers, LLC | 484 | $10.0K | 0.01% | +484 | New |
| Armstrong Advisory Group, Inc | 556 | $11.5K | 0.00% | +6+1.1% | Added |
| CIBC Private Wealth Group, LLC | 565 | $12.1K | 0.00% | +14+2.5% | Added |
| United Community Bank | 785 | $16.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 788 | $16.3K | 0.00% | +8+1.0% | Added |
| Sound Income Strategies, LLC | 790 | $16.4K | 0.00% | +790 | New |
| Signaturefd, LLC | 1,000 | $20.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,133 | $23.5K | 0.00% | +1,133 | New |
| Elequin Capital LP | 1,610 | $33.3K | 0.00% | +1,610 | New |
| Comerica Bank | 1,700 | $35.2K | 0.00% | −520−23.4% | Reduced |
| Larson Financial Group LLC | 1,800 | $37.3K | 0.00% | +940+109.3% | Added |
| Ameriflex Group, Inc. | 2,222 | $47.0K | 0.02% | +2,222 | New |
| Salem Investment Counselors Inc | 2,577 | $53.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,650 | $54.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,850 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,614 | $74.8K | 0.01% | −375−9.4% | Reduced |
| BlackRock, Inc. | 5,000 | $103.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,838 | $120.9K | 0.00% | +5,838 | New |
| Sunbelt Securities, Inc. | 6,525 | $136.9K | 0.01% | −1,126−14.7% | Reduced |
| Parallel Advisors, LLC | 6,848 | $141.8K | 0.00% | +1,053+18.2% | Added |
| Citigroup Inc | 8,263 | $171.1K | 0.00% | −609−6.9% | Reduced |
| CoreCap Advisors, LLC | 8,500 | $176.0K | 0.01% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 9,700 | $200.9K | 0.04% | +9,700 | New |
| Biltmore Family Office, LLC | 9,791 | $202.8K | 0.03% | +9,791 | New |
| Sentinel Trust Co Lba | 9,833 | $204.0K | 0.02% | −1,021−9.4% | Reduced |
| CSS LLC | 9,893 | $204.9K | 0.01% | −3,485−26.1% | Reduced |
| Mosaic Financial Group, LLC | 10,000 | $207.0K | 0.15% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10,518 | $217.8K | 0.11% | +319+3.1% | Added |
| Stockman Wealth Management, Inc. | 10,527 | $218.0K | 0.03% | +181+1.7% | Added |
| Advisory Services Network, LLC | 10,550 | $218.5K | 0.00% | −2,409−18.6% | Reduced |
| Stablepoint Partners, LLC | 10,770 | $223.0K | 0.04% | +10,770 | New |
| International Assets Investment Management, LLC | 10,785 | $224.3K | 0.02% | −200,132−94.9% | Reduced |
| SeaCrest Wealth Management, LLC | 11,910 | $246.7K | 0.03% | +11,910 | New |
| National Asset Management, Inc. | 11,910 | $246.7K | 0.01% | −611−4.9% | Reduced |
| Mather Group, LLC. | 12,000 | $248.5K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,444 | $257.7K | 0.00% | +528+4.4% | Added |
| Delta Investment Management, LLC | 13,600 | $281.7K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 14,299 | $296.0K | 0.00% | +14,299 | New |
| Focus Financial Network, Inc. | 14,793 | $306.4K | 0.01% | +190+1.3% | Added |
| CI Private Wealth, LLC | 14,912 | $308.8K | 0.00% | −3,130−17.3% | Reduced |
| Jane Street Group, LLC | 15,112 | $313.0K | 0.00% | +2,342+18.3% | Added |
| Atria Wealth Solutions, Inc. | 15,500 | $321.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,602 | $323.1K | 0.00% | −2,137−12.0% | Reduced |
| Amplius Wealth Advisors, LLC | 17,396 | $360.3K | 0.04% | +138+0.8% | Added |
| Wolverine Asset Management LLC | 18,573 | $384.6K | 0.01% | +18,573 | New |
| GWM Advisors LLC | 19,622 | $406.4K | 0.00% | −2,385−10.8% | Reduced |
| Mathes Company, Inc. | 20,200 | $418.0K | 0.15% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 21,910 | $453.8K | 0.06% | −2,277−9.4% | Reduced |
| Uhlmann Price Securities, LLC | 24,982 | $517.5K | 0.39% | −1,932−7.2% | Reduced |
| Readystate Asset Management LP | 27,577 | $571.1K | 0.02% | +27,577 | New |
| Dakota Wealth Management | 29,119 | $603.1K | 0.01% | −4,497−13.4% | Reduced |
| The PNC Financial Services Group, Inc. | 32,442 | $671.9K | 0.00% | −12,005−27.0% | Reduced |
| PFG Investments, LLC | 33,564 | $695.1K | 0.04% | −2,401−6.7% | Reduced |
| Quantedge Capital Pte Ltd | 38,917 | $806.0K | 0.29% | −57,932−59.8% | Reduced |
| Wells Fargo & Company | 41,626 | $862.1K | 0.00% | −11,365−21.4% | Reduced |
| WNY Asset Management, LLC | 42,050 | $870.9K | 0.11% | −2,493−5.6% | Reduced |
| Janney Montgomery Scott LLC | 48,563 | $1.01M | 0.00% | +249+0.5% | Added |
| HBK Investments L P | 57,560 | $1.19M | 0.02% | −1,495−2.5% | Reduced |
| HighTower Advisors, LLC | 58,204 | $1.21M | 0.00% | −7,676−11.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,945 | $1.22M | 0.00% | +4,023+7.3% | Added |
| Truist Financial Corp | 68,936 | $1.43M | 0.00% | −5,704−7.6% | Reduced |
| LM Advisors LLC | 71,174 | $1.47M | 0.26% | −21,019−22.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 74,107 | $1.53M | 0.00% | −39,044−34.5% | Reduced |
| Commonwealth Equity Services, LLC | 77,184 | $1.60M | 0.00% | +16,933+28.1% | Added |
| Steward Partners Investment Advisory, LLC | 78,497 | $1.63M | 0.01% | +3,639+4.9% | Added |
| Rockefeller Capital Management L.P. | 84,681 | $1.75M | 0.00% | +9,340+12.4% | Added |
| Advisor Group Holdings, Inc. | 87,880 | $1.82M | 0.00% | +758+0.9% | Added |
| Flagship Harbor Advisors, LLC | 99,932 | $2.07M | 0.11% | −227,492−69.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $2.07M | 0.28% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,531 | $2.08M | 0.00% | −4,881−4.6% | Reduced |
| City of London Investment Management Co Ltd | 100,592 | $2.08M | 0.21% | −65,980−39.6% | Reduced |
| Intrepid Family Office LLC | 104,174 | $2.16M | 2.28% | +104,174 | New |
| NewEdge Wealth, LLC | 104,993 | $2.17M | 0.04% | +3,000+2.9% | Added |
| Sanctuary Advisors, LLC | 102,779 | $2.19M | 0.01% | +1,182+1.2% | Added |
| Blue Bell Private Wealth Management, LLC | 158,362 | $3.28M | 0.62% | −6,891−4.2% | Reduced |
| Oppenheimer & Co Inc | 158,946 | $3.29M | 0.05% | +16,379+11.5% | Added |
| 1607 Capital Partners, LLC | 160,857 | $3.33M | 0.27% | −452,165−73.8% | Reduced |
| LPL Financial LLC | 168,770 | $3.50M | 0.00% | −16,224−8.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 180,189 | $3.73M | 0.01% | −98−0.1% | Reduced |
| CF Capital LLC | 219,023 | $4.54M | 4.89% | +219,023 | New |
| Thomas J. Herzfeld Advisors, Inc. | 226,339 | $4.69M | 1.50% | −1,300−0.6% | Reduced |
| CNH Partners LLC | 269,675 | $5.58M | 0.13% | −183,350−40.5% | Reduced |
| Royal Bank of Canada | 420,737 | $8.71M | 0.00% | −19,928−4.5% | Reduced |
| Lazard Asset Management LLC | 444,902 | $9.21M | 0.01% | −104,063−19.0% | Reduced |
| Bank of America Corp | 671,643 | $13.9M | 0.00% | +120,315+21.8% | Added |
| Potrero Capital Research LLC | 705,633 | $14.6M | 6.18% | −73,337−9.4% | Reduced |