BlackRock Technology & Private Equity Term Trust
BTX- Exchange
- NYSE
- SEC CIK
- 0001836057
No open-market purchases or sales by BlackRock Technology & Private Equity Term Trust insiders were filed in the last 90 days; 119 institutions reported holding it in 13F filings for Q2 2026, worth $308.7M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Jun 30, 2021. 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
- 42
- +15 vs. Q1 2021
- Shares held
- 10.4M
- +6.16M (+145.9%) vs. Q1 2021
- Total value
- $211.0M
- +$125.2M (+146.0%) vs. Q1 2021
- New holders
- 19
- 14 more added
- Sold out
- 4
- 1 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTX 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 | 119 | $308.7M |
| Q1 2026 | 109 | $210.1M |
| Q4 2025 | 97 | $180.0M |
| Q3 2025 | 91 | $128.0M |
| Q2 2025 | 117 | $744.5M |
| Q1 2025 | 115 | $652.2M |
| Q4 2024 | 111 | $743.7M |
| Q3 2024 | 112 | $740.1M |
| Q2 2024 | 121 | $703.8M |
| Q1 2024 | 110 | $733.9M |
| Q4 2023 | 117 | $597.6M |
| Q3 2023 | 114 | $450.2M |
| Q2 2023 | 106 | $481.9M |
| Q1 2023 | 106 | $460.3M |
| Q4 2022 | 111 | $371.5M |
| Q3 2022 | 107 | $294.3M |
| Q2 2022 | 92 | $294.1M |
| Q1 2022 | 83 | $373.6M |
| Q4 2021 | 81 | $507.2M |
| Q3 2021 | 51 | $279.8M |
| Q2 2021 | 42 | $211.0M |
| Q1 2021 | 27 | $85.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,691,021 | $95.3M | 0.01% | +3,515,864+299.2% | Added |
| Raymond James & Associates | 2,171,294 | $44.1M | 0.04% | +494,419+29.5% | Added |
| UBS Group AG | 1,260,488 | $25.6M | 0.01% | +693,546+122.3% | Added |
| Bank of America Corp | 1,064,868 | $21.6M | 0.00% | +1,004,344+1,659.4% | Added |
| Wells Fargo & Company | 205,254 | $4.17M | 0.00% | +126,154+159.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 186,740 | $3.79M | 0.01% | +147,040+370.4% | Added |
| Stifel Financial Corp | 122,645 | $2.49M | 0.00% | +49,895+68.6% | Added |
| Royal Bank of Canada | 68,806 | $1.40M | 0.00% | +55,306+409.7% | Added |
| Advisor Group Holdings, Inc. | 58,094 | $1.18M | 0.00% | +54,394+1,470.1% | Added |
| Ameriprise Financial Inc | 55,242 | $1.12M | 0.00% | +55,242 | New |
| Truist Financial Corp | 49,726 | $1.01M | 0.00% | +11,876+31.4% | Added |
| B. Riley Wealth Management, Inc. | 44,565 | $905.0K | 0.10% | −5,935−11.8% | Reduced |
| Wedbush Securities Inc | 38,743 | $787.0K | 0.04% | +23,493+154.1% | Added |
| Independent Investors Inc | 32,000 | $650.0K | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,113 | $591.0K | 0.00% | +26,613+1,064.5% | Added |
| GFS Advisors, LLC | 26,340 | $535.0K | 0.12% | +26,340 | New |
| Intelligence Driven Advisers, LLC | 25,771 | $523.0K | 0.10% | +25,771 | New |
| Tiedemann Advisors, LLC | 25,000 | $508.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,907 | $465.0K | 0.05% | +10,948+91.5% | Added |
| Hayek Kallen Investment Management | 17,500 | $355.0K | 0.15% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,970 | $345.0K | 0.00% | +16,970 | New |
| Newbridge Financial Services Group, Inc. | 17,000 | $345.0K | 0.21% | +17,000 | New |
| Quilter Plc | 15,000 | $305.0K | 0.01% | +15,000 | New |
| Tranquility Partners, LLC | 14,430 | $293.0K | 0.16% | +14,430 | New |
| Beaton Management Co. Inc. | 14,100 | $286.0K | 0.18% | +14,100 | New |
| True North Advisors, LLC | 13,942 | $283.0K | 0.06% | +1,442+11.5% | Added |
| HighTower Advisors, LLC | 12,990 | $264.0K | 0.00% | +12,990 | New |
| Signaturefd, LLC | 12,500 | $254.0K | 0.01% | 00.0% | Unchanged |
| United Maritime Capital LLC | 11,250 | $228.0K | 0.17% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,048 | $224.0K | 0.04% | +11,048 | New |
| Commonwealth Equity Services, LLC | 10,933 | $222.0K | 0.00% | +10,933 | New |
| Oppenheimer & Co Inc | 10,835 | $220.0K | 0.00% | +10,835 | New |
| Citadel Advisors LLC | 9,986 | $203.0K | 0.00% | +9,986 | New |
| BlackRock Inc. | 5,000 | $102.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,000 | $102.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,000 | $101.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $36.0K | 0.00% | +1,750 | New |
| Northwestern Mutual Wealth Management Co | 1,500 | $30.0K | 0.00% | +1,500 | New |
| Ten Capital Wealth Advisors, LLC | 1,250 | $25.0K | 0.01% | +1,250 | New |
| Activest Wealth Management | 1,250 | $25.0K | 0.02% | +1,250 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 480 | $10.0K | 0.00% | +480 | New |
| Prestige Wealth Management Group LLC | 47 | $1.00K | 0.00% | +47 | New |
| Polygon Management Ltd. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |