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, 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 17 | $293 | 0.00% | +1+6.3% | Added |
| Continuum Advisory, LLC | 97 | $1.72K | 0.00% | +5+5.4% | Added |
| South State Corp. | 135 | $2.40K | 0.00% | +135 | New |
| Ancora Advisors, LLC | 160 | $2.84K | 0.00% | −20−11.1% | Reduced |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $3.07K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 250 | $4.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 270 | $4.78K | 0.00% | +9+3.4% | Added |
| Garde Capital, Inc. | 303 | $5.38K | 0.00% | +303 | New |
| MAI Capital Management | 320 | $5.68K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 429 | $6.95K | 0.00% | −136−24.1% | Reduced |
| CWM, LLC | 390 | $7.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 450 | $7.98K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 556 | $11.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 785 | $13.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 790 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 797 | $14.1K | 0.00% | +9+1.1% | Added |
| NBC Securities, Inc. | 1,036 | $18.0K | 0.00% | +1,035+103,500.0% | Added |
| WPG Advisers, LLC | 1,081 | $19.2K | 0.02% | +597+123.3% | Added |
| AdvisorNet Financial, Inc | 1,331 | $23.6K | 0.00% | +1,331 | New |
| Larson Financial Group LLC | 1,600 | $28.4K | 0.00% | −200−11.1% | Reduced |
| Comerica Bank | 1,700 | $30.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,818 | $32.3K | 0.01% | −404−18.2% | Reduced |
| Geneos Wealth Management Inc. | 2,245 | $39.8K | 0.00% | +2,245 | New |
| US Bancorp | 2,430 | $43.1K | 0.00% | −220−8.3% | Reduced |
| Salem Investment Counselors Inc | 2,577 | $45.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,850 | $50.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,600 | $81.6K | 0.00% | +4,600 | New |
| BlackRock, Inc. | 5,000 | $88.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,871 | $104.2K | 0.00% | +33+0.6% | Added |
| Sunbelt Securities, Inc. | 6,100 | $108.2K | 0.01% | −425−6.5% | Reduced |
| Parallel Advisors, LLC | 6,182 | $109.7K | 0.00% | −666−9.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,250 | $110.9K | 0.02% | +6,250 | New |
| Citigroup Inc | 8,227 | $145.9K | 0.00% | −36−0.4% | Reduced |
| Stablepoint Partners, LLC | 10,770 | $191.1K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,785 | $191.3K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10,878 | $193.0K | 0.08% | +360+3.4% | Added |
| Stockman Wealth Management, Inc. | 10,887 | $193.1K | 0.03% | +360+3.4% | Added |
| CSS LLC | 11,262 | $199.8K | 0.01% | +1,369+13.8% | Added |
| Virtu Financial LLC | 11,327 | $201.0K | 0.01% | +11,327 | New |
| Mather Group, LLC. | 12,000 | $212.9K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 12,725 | $225.7K | 0.01% | +12,725 | New |
| National Asset Management, Inc. | 12,895 | $228.8K | 0.01% | +985+8.3% | Added |
| Ameriprise Financial Inc | 13,077 | $232.0K | 0.00% | +633+5.1% | Added |
| Delta Investment Management, LLC | 13,600 | $241.3K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,018 | $266.4K | 0.00% | +106+0.7% | Added |
| Advisor Resource Council | 15,541 | $275.7K | 0.02% | +15,541 | New |
| Focus Financial Network, Inc. | 15,799 | $280.3K | 0.01% | +1,006+6.8% | Added |
| Amplius Wealth Advisors, LLC | 17,921 | $317.9K | 0.03% | +525+3.0% | Added |
| Atria Wealth Solutions, Inc. | 18,433 | $327.0K | 0.00% | +2,933+18.9% | Added |
| The PNC Financial Services Group, Inc. | 18,934 | $335.9K | 0.00% | −13,508−41.6% | Reduced |
| NWF Advisory Services Inc. | 19,214 | $340.9K | 0.05% | +19,214 | New |
| GWM Advisors LLC | 19,934 | $353.6K | 0.00% | +312+1.6% | Added |
| City Holding Co | 20,000 | $354.6K | 0.05% | +20,000 | New |
| Mathes Company, Inc. | 20,200 | $358.0K | 0.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 20,202 | $358.4K | 0.01% | −8,917−30.6% | Reduced |
| Formidable Asset Management, LLC | 21,181 | $375.8K | 0.06% | +21,181 | New |
| Jane Street Group, LLC | 21,436 | $380.3K | 0.00% | +6,324+41.8% | Added |
| SeaCrest Wealth Management, LLC | 22,864 | $405.6K | 0.05% | +10,954+92.0% | Added |
| Uhlmann Price Securities, LLC | 24,045 | $426.6K | 0.31% | −937−3.8% | Reduced |
| PFG Investments, LLC | 32,564 | $577.7K | 0.04% | −1,000−3.0% | Reduced |
| Quarry LP | 37,188 | $659.7K | 0.17% | +33,574+929.0% | Added |
| WNY Asset Management, LLC | 38,365 | $680.6K | 0.08% | −3,685−8.8% | Reduced |
| Cetera Investment Advisers | 45,758 | $811.7K | 0.00% | +30,156+193.3% | Added |
| Janney Montgomery Scott LLC | 46,136 | $818.0K | 0.00% | −2,427−5.0% | Reduced |
| Wells Fargo & Company | 48,506 | $860.5K | 0.00% | +6,880+16.5% | Added |
| HBK Investments L P | 51,119 | $906.9K | 0.02% | −6,441−11.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 56,520 | $1.00M | 0.00% | −2,425−4.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 57,011 | $1.01M | 0.27% | +57,011 | New |
| LM Advisors LLC | 58,366 | $1.03M | 0.19% | −12,808−18.0% | Reduced |
| Truist Financial Corp | 65,394 | $1.16M | 0.00% | −3,542−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 65,819 | $1.17M | 0.00% | −8,288−11.2% | Reduced |
| Sanctuary Advisors, LLC | 66,138 | $1.17M | 0.01% | −36,641−35.7% | Reduced |
| HighTower Advisors, LLC | 70,712 | $1.25M | 0.00% | +12,508+21.5% | Added |
| Commonwealth Equity Services, LLC | 74,971 | $1.33M | 0.00% | −2,213−2.9% | Reduced |
| RFG Advisory, LLC | 77,863 | $1.38M | 0.04% | +77,863 | New |
| Steward Partners Investment Advisory, LLC | 80,737 | $1.43M | 0.01% | +2,240+2.9% | Added |
| CF Capital LLC | 84,374 | $1.50M | 1.53% | −134,649−61.5% | Reduced |
| Stifel Financial Corp | 85,836 | $1.52M | 0.00% | −14,695−14.6% | Reduced |
| Advisor Group Holdings, Inc. | 87,781 | $1.56M | 0.00% | −99−0.1% | Reduced |
| Intrepid Family Office LLC | 92,517 | $1.64M | 2.44% | −11,657−11.2% | Reduced |
| Rockefeller Capital Management L.P. | 95,336 | $1.69M | 0.00% | +10,655+12.6% | Added |
| CNH Partners LLC | 96,237 | $1.71M | 0.04% | −173,438−64.3% | Reduced |
| NewEdge Wealth, LLC | 98,649 | $1.75M | 0.03% | −6,344−6.0% | Reduced |
| Absolute Investment Advisers LLC | 99,992 | $1.77M | 0.26% | +78,082+356.4% | Added |
| Flagship Harbor Advisors, LLC | 105,137 | $1.87M | 0.10% | +5,205+5.2% | Added |
| 1607 Capital Partners, LLC | 145,059 | $2.57M | 0.21% | −15,798−9.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 145,658 | $2.58M | 0.49% | −12,704−8.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 164,723 | $2.92M | 0.01% | −15,466−8.6% | Reduced |
| Oppenheimer & Co Inc | 166,514 | $2.95M | 0.04% | +7,568+4.8% | Added |
| LPL Financial LLC | 168,691 | $2.99M | 0.00% | −790.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 202,849 | $3.60M | 1.22% | −23,490−10.4% | Reduced |
| Sit Investment Associates Inc | 238,864 | $4.24M | 0.10% | +238,864 | New |
| Royal Bank of Canada | 375,748 | $6.67M | 0.00% | −44,989−10.7% | Reduced |
| Lazard Asset Management LLC | 395,116 | $7.01M | 0.01% | −49,786−11.2% | Reduced |
| Potrero Capital Research LLC | 626,671 | $11.1M | 5.46% | −78,962−11.2% | Reduced |
| Karpus Management, Inc. | 683,781 | $12.1M | 0.39% | −234,008−25.5% | Reduced |
| Bank of America Corp | 727,793 | $12.9M | 0.00% | +56,150+8.4% | Added |
| Penserra Capital Management LLC | 794,684 | $14.1M | 0.25% | −14,263−1.8% | Reduced |
| Wedbush Securities Inc | 867,485 | $15.4M | 0.56% | +86,283+11.0% | Added |