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, Q4 2022
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Dec 31, 2022. 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
- 111
- +8 vs. Q3 2022
- Shares held
- 54.5M
- +14.3M (+35.4%) vs. Q3 2022
- Total value
- $371.5M
- +$78.6M (+26.8%) vs. Q3 2022
- New holders
- 24
- 38 more added
- Sold out
- 16
- 35 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,473,602 | $10.0M | 0.00% | −515,150−25.9% | Reduced |
| Lazard Asset Management LLC | 1,576,634 | $10.7M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 1,895,253 | $12.9M | 0.01% | −329,378−14.8% | Reduced |
| Clough Capital Partners L P | 2,230,347 | $15.2M | 1.54% | +1,958,961+721.8% | Added |
| Bank of America Corp | 2,553,630 | $17.4M | 0.00% | −515,022−16.8% | Reduced |
| Weiss Asset Management LP | 3,040,783 | $20.7M | 0.99% | +2,556,295+527.6% | Added |
| City of London Investment Management Co Ltd | 3,454,095 | $23.6M | 1.90% | +1,569,045+83.2% | Added |
| Quantedge Capital Pte Ltd | 4,128,935 | $28.1M | 9.43% | +987,313+31.4% | Added |
| Cornerstone Advisors, LLC | 4,223,756 | $28.8M | 1.42% | −31,985−0.8% | Reduced |
| Saba Capital Management, L.P. | 6,354,411 | $43.3M | 0.73% | +4,960,391+355.8% | Added |
| Morgan Stanley | 8,755,922 | $59.6M | 0.01% | −594,804−6.4% | Reduced |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −108,192−100.0% | Sold out |
| Independent Investors Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Blue Edge Capital, LLC | 0 | $0 | 0.00% | −27,624−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Wealth Effects LLC | 0 | $0 | 0.00% | −15,005−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |
| United Maritime Capital LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |