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, Q2 2025
Institutional positions in BlackRock Science & Technology Term Trust as of Jun 30, 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
- 115
- +9 vs. Q1 2025
- Shares held
- 19.0M
- −1.69M (−8.2%) vs. Q1 2025
- Total value
- $394.4M
- +$27.2M (+7.4%) vs. Q1 2025
- New holders
- 20
- 37 more added
- Sold out
- 11
- 38 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $21 | 0.00% | +1 | New |
| Evolution Wealth Management Inc. | 83 | $1.72K | 0.00% | +83 | New |
| South State Corp. | 135 | $2.80K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 139 | $2.88K | 0.00% | +139 | New |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 160 | $3.32K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $3.59K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 182 | $3.78K | 0.00% | −4,418−96.0% | Reduced |
| SWAN Capital LLC | 250 | $5.19K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 279 | $5.79K | 0.00% | +9+3.3% | Added |
| Garde Capital, Inc. | 303 | $6.29K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 320 | $6.64K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 377 | $7.83K | 0.00% | −52−12.1% | Reduced |
| CWM, LLC | 390 | $8.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 450 | $9.34K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $10.4K | 0.01% | +500 | New |
| Principal Securities, Inc. | 550 | $11.4K | 0.00% | +550 | New |
| IFP Advisors, Inc | 605 | $12.6K | 0.00% | +605 | New |
| US Bancorp | 680 | $14.1K | 0.00% | −1,750−72.0% | Reduced |
| United Community Bank | 785 | $16.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 806 | $16.7K | 0.00% | +9+1.1% | Added |
| WPG Advisers, LLC | 941 | $19.5K | 0.02% | −140−13.0% | Reduced |
| NBC Securities, Inc. | 1,058 | $21.0K | 0.00% | +22+2.1% | Added |
| Global Retirement Partners, LLC | 1,208 | $25.1K | 0.00% | +1,208 | New |
| Exchange Traded Concepts, LLC | 1,249 | $25.9K | 0.00% | +1,249 | New |
| Armstrong Advisory Group, Inc | 1,465 | $30.4K | 0.00% | +909+163.5% | Added |
| Larson Financial Group LLC | 1,600 | $33.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,861 | $37.9K | 0.02% | +43+2.4% | Added |
| Comerica Bank | 1,969 | $40.9K | 0.00% | +269+15.8% | Added |
| Salem Investment Counselors Inc | 2,000 | $41.5K | 0.00% | −577−22.4% | Reduced |
| Allworth Financial LP | 2,017 | $41.9K | 0.00% | +2,000+11,764.7% | Added |
| Geneos Wealth Management Inc. | 2,218 | $46.0K | 0.00% | −27−1.2% | Reduced |
| AdvisorNet Financial, Inc | 2,527 | $52.4K | 0.00% | +1,196+89.9% | Added |
| Umb Bank N A | 2,850 | $59.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,000 | $103.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,936 | $123.2K | 0.02% | +5,936 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,250 | $129.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,397 | $132.7K | 0.00% | +215+3.5% | Added |
| Sunbelt Securities, Inc. | 6,525 | $135.1K | 0.01% | +425+7.0% | Added |
| Northwestern Mutual Wealth Management Co | 6,638 | $137.7K | 0.00% | +767+13.1% | Added |
| The PNC Financial Services Group, Inc. | 8,006 | $166.1K | 0.00% | −10,928−57.7% | Reduced |
| Citigroup Inc | 8,227 | $170.7K | 0.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 9,791 | $203.2K | 0.03% | +9,791 | New |
| Sentinel Trust Co Lba | 10,022 | $208.0K | 0.02% | +10,022 | New |
| Baird Financial Group, Inc. | 10,544 | $218.8K | 0.00% | +10,544 | New |
| International Assets Investment Management, LLC | 10,785 | $223.8K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,091 | $230.1K | 0.00% | +11,091 | New |
| Painted Porch Advisors LLC | 11,258 | $233.6K | 0.10% | +380+3.5% | Added |
| Stockman Wealth Management, Inc. | 11,267 | $233.8K | 0.03% | +380+3.5% | Added |
| Stablepoint Partners, LLC | 11,270 | $233.9K | 0.04% | +500+4.6% | Added |
| Mather Group, LLC. | 12,000 | $249.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,475 | $258.9K | 0.01% | −420−3.3% | Reduced |
| Atomi Financial Group, Inc. | 12,650 | $262.5K | 0.01% | −75−0.6% | Reduced |
| Delta Investment Management, LLC | 13,600 | $282.2K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 13,780 | $285.9K | 0.00% | +13,780 | New |
| Jane Street Group, LLC | 14,252 | $295.7K | 0.00% | −7,184−33.5% | Reduced |
| Dakota Wealth Management | 15,496 | $321.5K | 0.01% | −4,706−23.3% | Reduced |
| Amplius Wealth Advisors, LLC | 17,496 | $363.0K | 0.03% | −425−2.4% | Reduced |
| Formidable Asset Management, LLC | 21,181 | $375.8K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,233 | $378.0K | 0.01% | −200−1.1% | Reduced |
| NWF Advisory Services Inc. | 18,693 | $387.9K | 0.05% | −521−2.7% | Reduced |
| Focus Financial Network, Inc. | 18,884 | $391.8K | 0.02% | +3,085+19.5% | Added |
| Mathes Company, Inc. | 20,200 | $419.0K | 0.16% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 20,235 | $419.9K | 0.30% | −3,810−15.8% | Reduced |
| Walleye Capital LLC | 20,705 | $429.6K | 0.00% | +20,705 | New |
| AQR Capital Management LLC | 21,718 | $450.6K | 0.00% | +21,718 | New |
| SeaCrest Wealth Management, LLC | 22,493 | $466.7K | 0.05% | −371−1.6% | Reduced |
| Ameriprise Financial Inc | 25,385 | $526.7K | 0.00% | +12,308+94.1% | Added |
| Wolverine Asset Management LLC | 26,047 | $540.5K | 0.01% | +26,047 | New |
| Quantinno Capital Management LP | 27,164 | $563.7K | 0.00% | +27,164 | New |
| CI Private Wealth, LLC | 27,565 | $572.0K | 0.00% | +12,547+83.5% | Added |
| Quarry LP | 28,811 | $597.8K | 0.14% | −8,377−22.5% | Reduced |
| GWM Advisors LLC | 29,902 | $620.5K | 0.00% | +9,968+50.0% | Added |
| PFG Investments, LLC | 31,560 | $654.9K | 0.04% | −1,004−3.1% | Reduced |
| WNY Asset Management, LLC | 33,906 | $703.5K | 0.08% | −4,459−11.6% | Reduced |
| Cetera Investment Advisers | 44,393 | $921.2K | 0.00% | −1,365−3.0% | Reduced |
| Janney Montgomery Scott LLC | 49,271 | $1.02M | 0.00% | +3,135+6.8% | Added |
| LM Advisors LLC | 49,857 | $1.03M | 0.13% | −8,509−14.6% | Reduced |
| HBK Investments L P | 52,222 | $1.08M | 0.02% | +1,103+2.2% | Added |
| NewEdge Wealth, LLC | 53,469 | $1.15M | 0.02% | −45,180−45.8% | Reduced |
| Wells Fargo & Company | 58,587 | $1.22M | 0.00% | +10,081+20.8% | Added |
| Absolute Investment Advisers LLC | 62,574 | $1.30M | 0.16% | −37,418−37.4% | Reduced |
| Truist Financial Corp | 68,823 | $1.43M | 0.00% | +3,429+5.2% | Added |
| Commonwealth Equity Services, LLC | 71,475 | $1.48M | 0.00% | −3,496−4.7% | Reduced |
| Independent Financial Group, LLC | 73,050 | $1.52M | 0.04% | +73,050 | New |
| HighTower Advisors, LLC | 78,004 | $1.62M | 0.00% | +7,292+10.3% | Added |
| Sanctuary Advisors, LLC | 79,328 | $1.65M | 0.01% | +13,190+19.9% | Added |
| Intrepid Family Office LLC | 79,679 | $1.65M | 1.79% | −12,838−13.9% | Reduced |
| Balyasny Asset Management LLC | 79,839 | $1.66M | 0.00% | +79,839 | New |
| Steward Partners Investment Advisory, LLC | 82,936 | $1.72M | 0.01% | +2,199+2.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 87,676 | $1.82M | 0.41% | +30,665+53.8% | Added |
| Stifel Financial Corp | 90,594 | $1.88M | 0.00% | +4,758+5.5% | Added |
| RFG Advisory, LLC | 92,039 | $1.91M | 0.04% | +14,176+18.2% | Added |
| Advisor Group Holdings, Inc. | 101,267 | $2.10M | 0.00% | +13,486+15.4% | Added |
| Rockefeller Capital Management L.P. | 103,591 | $2.15M | 0.00% | +8,255+8.7% | Added |
| 1607 Capital Partners, LLC | 112,055 | $2.33M | 0.19% | −33,004−22.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 124,854 | $2.59M | 0.43% | −20,804−14.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 151,770 | $3.12M | 0.01% | −12,953−7.9% | Reduced |
| LPL Financial LLC | 173,915 | $3.61M | 0.00% | +5,224+3.1% | Added |
| Oppenheimer & Co Inc | 175,426 | $3.64M | 0.05% | +8,912+5.4% | Added |