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