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, Q3 2021
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Sep 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
- 51
- +9 vs. Q2 2021
- Shares held
- 15.5M
- +5.07M (+48.8%) vs. Q2 2021
- Total value
- $279.8M
- +$68.8M (+32.6%) vs. Q2 2021
- New holders
- 15
- 22 more added
- Sold out
- 6
- 2 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,609,951 | $119.6M | 0.02% | +1,918,930+40.9% | Added |
| Bank of America Corp | 2,473,855 | $44.8M | 0.01% | +1,408,987+132.3% | Added |
| Raymond James & Associates | 2,194,657 | $39.7M | 0.04% | +23,363+1.1% | Added |
| UBS Group AG | 1,454,614 | $26.3M | 0.01% | +194,126+15.4% | Added |
| Rivernorth Capital Management, LLC | 533,370 | $9.65M | 0.51% | +533,370 | New |
| Wells Fargo & Company | 314,904 | $5.70M | 0.00% | +109,650+53.4% | Added |
| Lazard Asset Management LLC | 303,000 | $5.48M | 0.01% | +303,000 | New |
| Raymond James Financial Services Advisors, Inc. | 261,517 | $4.73M | 0.01% | +74,777+40.0% | Added |
| Royal Bank of Canada | 144,514 | $2.62M | 0.00% | +75,708+110.0% | Added |
| Wolverine Asset Management LLC | 137,372 | $2.49M | 0.03% | +137,372 | New |
| Stifel Financial Corp | 121,609 | $2.20M | 0.00% | −1,036−0.8% | Reduced |
| Ameriprise Financial Inc | 100,929 | $1.83M | 0.00% | +45,687+82.7% | Added |
| GFS Advisors, LLC | 90,430 | $1.64M | 0.36% | +64,090+243.3% | Added |
| Truist Financial Corp | 71,601 | $1.30M | 0.00% | +21,875+44.0% | Added |
| Advisor Group Holdings, Inc. | 66,119 | $1.20M | 0.00% | +8,025+13.8% | Added |
| Wedbush Securities Inc | 54,207 | $981.0K | 0.05% | +15,464+39.9% | Added |
| Rockefeller Capital Management L.P. | 51,717 | $936.0K | 0.00% | +22,604+77.6% | Added |
| B. Riley Wealth Management, Inc. | 46,618 | $844.0K | 0.06% | +2,053+4.6% | Added |
| Independent Investors Inc | 32,000 | $579.0K | 0.14% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 28,361 | $513.0K | 0.00% | +11,391+67.1% | Added |
| Intelligence Driven Advisers, LLC | 25,771 | $461.0K | 0.10% | 00.0% | Unchanged |
| Strategic Advisors LLC | 25,000 | $452.0K | 0.10% | +25,000 | New |
| Raymond James Trust N.A. | 24,694 | $447.0K | 0.01% | +24,694 | New |
| National Asset Management, Inc. | 21,600 | $391.0K | 0.01% | +21,600 | New |
| United Maritime Capital LLC | 21,250 | $385.0K | 0.43% | +10,000+88.9% | Added |
| Modera Wealth Management, LLC | 20,000 | $362.0K | 0.02% | +20,000 | New |
| Oppenheimer & Co Inc | 19,879 | $360.0K | 0.01% | +9,044+83.5% | Added |
| Tranquility Partners, LLC | 19,494 | $353.0K | 0.18% | +5,064+35.1% | Added |
| Commonwealth Equity Services, LLC | 17,687 | $320.0K | 0.00% | +6,754+61.8% | Added |
| Hayek Kallen Investment Management | 17,500 | $317.0K | 0.14% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 17,400 | $315.0K | 0.21% | +3,300+23.4% | Added |
| Quilter Plc | 15,000 | $272.0K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 15,000 | $272.0K | 0.04% | +15,000 | New |
| True North Advisors, LLC | 13,942 | $252.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,521 | $245.0K | 0.00% | +13,521 | New |
| Signaturefd, LLC | 12,691 | $230.0K | 0.01% | +191+1.5% | Added |
| Cresset Asset Management, LLC | 12,639 | $229.0K | 0.00% | +12,639 | New |
| Integrated Wealth Concepts LLC | 12,450 | $225.0K | 0.01% | +12,450 | New |
| Patriot Financial Group Insurance Agency, LLC | 11,048 | $200.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,894 | $198.0K | 0.00% | −2,096−16.1% | Reduced |
| Virtus ETF Advisers LLC | 5,361 | $97.0K | 0.04% | +5,361 | New |
| Princeton Global Asset Management LLC | 5,076 | $92.0K | 0.03% | +76+1.5% | Added |
| BlackRock Inc. | 5,000 | $91.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,250 | $23.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,250 | $23.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 480 | $9.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 401 | $7.26K | 0.00% | +401 | New |
| Blue Bell Private Wealth Management, LLC | 200 | $4.00K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,907−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −9,986−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |