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, Q1 2025
Institutional positions in BlackRock Science & Technology Term Trust as of Mar 31, 2025. 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
- 106
- −3 vs. Q4 2024
- Shares held
- 20.7M
- −2.06M (−9.1%) vs. Q4 2024
- Total value
- $367.2M
- −$104.3M (−22.1%) vs. Q4 2024
- New holders
- 15
- 31 more added
- Sold out
- 18
- 42 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,905,648 | $87.0M | 2.39% | −1,487,051−23.3% | Reduced |
| Morgan Stanley | 2,924,646 | $51.9M | 0.00% | −22,001−0.7% | Reduced |
| Raymond James Financial Inc | 1,433,252 | $25.4M | 0.01% | −65,161−4.3% | Reduced |
| Rivernorth Capital Management, LLC | 1,354,756 | $24.0M | 1.28% | −78,197−5.5% | Reduced |
| UBS Group AG | 1,118,120 | $19.8M | 0.00% | +77,116+7.4% | Added |
| Invesco Ltd. | 950,601 | $16.9M | 0.00% | −35,153−3.6% | Reduced |
| Wedbush Securities Inc | 867,485 | $15.4M | 0.56% | +86,283+11.0% | Added |
| Penserra Capital Management LLC | 794,684 | $14.1M | 0.25% | −14,263−1.8% | Reduced |
| Bank of America Corp | 727,793 | $12.9M | 0.00% | +56,150+8.4% | Added |
| Karpus Management, Inc. | 683,781 | $12.1M | 0.39% | −234,008−25.5% | Reduced |
| Potrero Capital Research LLC | 626,671 | $11.1M | 5.46% | −78,962−11.2% | Reduced |
| Lazard Asset Management LLC | 395,116 | $7.01M | 0.01% | −49,786−11.2% | Reduced |
| Royal Bank of Canada | 375,748 | $6.67M | 0.00% | −44,989−10.7% | Reduced |
| Sit Investment Associates Inc | 238,864 | $4.24M | 0.10% | +238,864 | New |
| Thomas J. Herzfeld Advisors, Inc. | 202,849 | $3.60M | 1.22% | −23,490−10.4% | Reduced |
| LPL Financial LLC | 168,691 | $2.99M | 0.00% | −790.0% | Reduced |
| Oppenheimer & Co Inc | 166,514 | $2.95M | 0.04% | +7,568+4.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 164,723 | $2.92M | 0.01% | −15,466−8.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 145,658 | $2.58M | 0.49% | −12,704−8.0% | Reduced |
| 1607 Capital Partners, LLC | 145,059 | $2.57M | 0.21% | −15,798−9.8% | Reduced |
| Flagship Harbor Advisors, LLC | 105,137 | $1.87M | 0.10% | +5,205+5.2% | Added |
| Absolute Investment Advisers LLC | 99,992 | $1.77M | 0.26% | +78,082+356.4% | Added |
| NewEdge Wealth, LLC | 98,649 | $1.75M | 0.03% | −6,344−6.0% | Reduced |
| CNH Partners LLC | 96,237 | $1.71M | 0.04% | −173,438−64.3% | Reduced |
| Rockefeller Capital Management L.P. | 95,336 | $1.69M | 0.00% | +10,655+12.6% | Added |
| Intrepid Family Office LLC | 92,517 | $1.64M | 2.44% | −11,657−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 87,781 | $1.56M | 0.00% | −99−0.1% | Reduced |
| Stifel Financial Corp | 85,836 | $1.52M | 0.00% | −14,695−14.6% | Reduced |
| CF Capital LLC | 84,374 | $1.50M | 1.53% | −134,649−61.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 80,737 | $1.43M | 0.01% | +2,240+2.9% | Added |
| RFG Advisory, LLC | 77,863 | $1.38M | 0.04% | +77,863 | New |
| Commonwealth Equity Services, LLC | 74,971 | $1.33M | 0.00% | −2,213−2.9% | Reduced |
| HighTower Advisors, LLC | 70,712 | $1.25M | 0.00% | +12,508+21.5% | Added |
| Sanctuary Advisors, LLC | 66,138 | $1.17M | 0.01% | −36,641−35.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 65,819 | $1.17M | 0.00% | −8,288−11.2% | Reduced |
| Truist Financial Corp | 65,394 | $1.16M | 0.00% | −3,542−5.1% | Reduced |
| LM Advisors LLC | 58,366 | $1.03M | 0.19% | −12,808−18.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 57,011 | $1.01M | 0.27% | +57,011 | New |
| Cambridge Investment Research Advisors, Inc. | 56,520 | $1.00M | 0.00% | −2,425−4.1% | Reduced |
| HBK Investments L P | 51,119 | $906.9K | 0.02% | −6,441−11.2% | Reduced |
| Wells Fargo & Company | 48,506 | $860.5K | 0.00% | +6,880+16.5% | Added |
| Janney Montgomery Scott LLC | 46,136 | $818.0K | 0.00% | −2,427−5.0% | Reduced |
| Cetera Investment Advisers | 45,758 | $811.7K | 0.00% | +30,156+193.3% | Added |
| WNY Asset Management, LLC | 38,365 | $680.6K | 0.08% | −3,685−8.8% | Reduced |
| Quarry LP | 37,188 | $659.7K | 0.17% | +33,574+929.0% | Added |
| PFG Investments, LLC | 32,564 | $577.7K | 0.04% | −1,000−3.0% | Reduced |
| Uhlmann Price Securities, LLC | 24,045 | $426.6K | 0.31% | −937−3.8% | Reduced |
| SeaCrest Wealth Management, LLC | 22,864 | $405.6K | 0.05% | +10,954+92.0% | Added |
| Jane Street Group, LLC | 21,436 | $380.3K | 0.00% | +6,324+41.8% | Added |
| Formidable Asset Management, LLC | 21,181 | $375.8K | 0.06% | +21,181 | New |
| Dakota Wealth Management | 20,202 | $358.4K | 0.01% | −8,917−30.6% | Reduced |
| Mathes Company, Inc. | 20,200 | $358.0K | 0.15% | 00.0% | Unchanged |
| City Holding Co | 20,000 | $354.6K | 0.05% | +20,000 | New |
| GWM Advisors LLC | 19,934 | $353.6K | 0.00% | +312+1.6% | Added |
| NWF Advisory Services Inc. | 19,214 | $340.9K | 0.05% | +19,214 | New |
| The PNC Financial Services Group, Inc. | 18,934 | $335.9K | 0.00% | −13,508−41.6% | Reduced |
| Atria Wealth Solutions, Inc. | 18,433 | $327.0K | 0.00% | +2,933+18.9% | Added |
| Amplius Wealth Advisors, LLC | 17,921 | $317.9K | 0.03% | +525+3.0% | Added |
| Focus Financial Network, Inc. | 15,799 | $280.3K | 0.01% | +1,006+6.8% | Added |
| Advisor Resource Council | 15,541 | $275.7K | 0.02% | +15,541 | New |
| CI Private Wealth, LLC | 15,018 | $266.4K | 0.00% | +106+0.7% | Added |
| Delta Investment Management, LLC | 13,600 | $241.3K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,077 | $232.0K | 0.00% | +633+5.1% | Added |
| National Asset Management, Inc. | 12,895 | $228.8K | 0.01% | +985+8.3% | Added |
| Atomi Financial Group, Inc. | 12,725 | $225.7K | 0.01% | +12,725 | New |
| Mather Group, LLC. | 12,000 | $212.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,327 | $201.0K | 0.01% | +11,327 | New |
| CSS LLC | 11,262 | $199.8K | 0.01% | +1,369+13.8% | Added |
| Stockman Wealth Management, Inc. | 10,887 | $193.1K | 0.03% | +360+3.4% | Added |
| Painted Porch Advisors LLC | 10,878 | $193.0K | 0.08% | +360+3.4% | Added |
| International Assets Investment Management, LLC | 10,785 | $191.3K | 0.02% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 10,770 | $191.1K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 8,227 | $145.9K | 0.00% | −36−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,250 | $110.9K | 0.02% | +6,250 | New |
| Parallel Advisors, LLC | 6,182 | $109.7K | 0.00% | −666−9.7% | Reduced |
| Sunbelt Securities, Inc. | 6,100 | $108.2K | 0.01% | −425−6.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,871 | $104.2K | 0.00% | +33+0.6% | Added |
| BlackRock, Inc. | 5,000 | $88.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,600 | $81.6K | 0.00% | +4,600 | New |
| Umb Bank N A | 2,850 | $50.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,577 | $45.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,430 | $43.1K | 0.00% | −220−8.3% | Reduced |
| Geneos Wealth Management Inc. | 2,245 | $39.8K | 0.00% | +2,245 | New |
| Ameriflex Group, Inc. | 1,818 | $32.3K | 0.01% | −404−18.2% | Reduced |
| Comerica Bank | 1,700 | $30.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,600 | $28.4K | 0.00% | −200−11.1% | Reduced |
| AdvisorNet Financial, Inc | 1,331 | $23.6K | 0.00% | +1,331 | New |
| WPG Advisers, LLC | 1,081 | $19.2K | 0.02% | +597+123.3% | Added |
| NBC Securities, Inc. | 1,036 | $18.0K | 0.00% | +1,035+103,500.0% | Added |
| JFS Wealth Advisors, LLC | 797 | $14.1K | 0.00% | +9+1.1% | Added |
| Sound Income Strategies, LLC | 790 | $14.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 785 | $13.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 556 | $11.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 450 | $7.98K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 390 | $7.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 429 | $6.95K | 0.00% | −136−24.1% | Reduced |
| MAI Capital Management | 320 | $5.68K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 303 | $5.38K | 0.00% | +303 | New |
| Beacon Capital Management, LLC | 270 | $4.78K | 0.00% | +9+3.4% | Added |
| SWAN Capital LLC | 250 | $4.43K | 0.00% | 00.0% | Unchanged |