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, Q1 2023
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Mar 31, 2023. 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
- 106
- −4 vs. Q4 2022
- Shares held
- 57.3M
- +2.78M (+5.1%) vs. Q4 2022
- Total value
- $460.3M
- +$89.0M (+24.0%) vs. Q4 2022
- New holders
- 18
- 41 more added
- Sold out
- 22
- 27 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 47 | $378 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 116 | $1.00K | 0.00% | +3+2.7% | Added |
| EverSource Wealth Advisors, LLC | 236 | $1.90K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $2.01K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 334 | $2.68K | 0.00% | +334 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 480 | $3.85K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 500 | $4.01K | 0.00% | +500 | New |
| Thomas J. Herzfeld Advisors, Inc. | 511 | $4.10K | 0.00% | −372,868−99.9% | Reduced |
| Geneos Wealth Management Inc. | 550 | $4.42K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 628 | $5.00K | 0.00% | +31+5.2% | Added |
| Central Trust Co | 1,000 | $8.03K | 0.00% | +1,000 | New |
| First Manhattan Co | 1,137 | $9.13K | 0.00% | −1,200−51.3% | Reduced |
| Farther Finance Advisors, LLC | 1,181 | $9.48K | 0.00% | +1,181 | New |
| Annapolis Financial Services, LLC | 1,282 | $10.3K | 0.00% | +1,282 | New |
| M&R Capital Management Inc | 1,457 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,477 | $11.9K | 0.00% | +1,477 | New |
| Lindbrook Capital, LLC | 1,714 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,026 | $16.3K | 0.00% | +2,026 | New |
| Investors Research Corp | 2,098 | $16.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,664 | $21.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,886 | $23.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,209 | $25.8K | 0.01% | −2,537−44.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,348 | $26.9K | 0.00% | −3,348−50.0% | Reduced |
| Activest Wealth Management | 3,740 | $28.6K | 0.02% | −7,462−66.6% | Reduced |
| Bessemer Group Inc | 4,544 | $36.0K | 0.00% | +1,472+47.9% | Added |
| BlackRock Inc. | 5,000 | $40.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5,909 | $47.4K | 0.01% | +5,909 | New |
| HB Wealth Management, LLC | 10,000 | $80.3K | 0.00% | −1,000−9.1% | Reduced |
| Sterneck Capital Management, LLC | 10,161 | $81.6K | 0.05% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 11,387 | $83.5K | 0.02% | +11,387 | New |
| Integrated Wealth Concepts LLC | 10,417 | $84.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,048 | $88.7K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 11,611 | $93.2K | 0.00% | −37,621−76.4% | Reduced |
| Truist Financial Corp | 12,509 | $100.4K | 0.00% | +2,500+25.0% | Added |
| Mariner, LLC | 13,010 | $104.0K | 0.00% | +431+3.4% | Added |
| Kestra Advisory Services, LLC | 13,475 | $108.2K | 0.00% | −15,282−53.1% | Reduced |
| Carson Advisory Inc. | 14,868 | $119.4K | 0.11% | +278+1.9% | Added |
| Insigneo Advisory Services, LLC | 15,000 | $120.5K | 0.04% | +15,000 | New |
| Level Four Advisory Services, LLC | 15,039 | $120.8K | 0.01% | +15,039 | New |
| Blue Bell Private Wealth Management, LLC | 15,682 | $125.9K | 0.04% | −7,167−31.4% | Reduced |
| Barrett & Company, Inc. | 15,753 | $126.5K | 0.08% | +409+2.7% | Added |
| Hayek Kallen Investment Management | 17,500 | $141.0K | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 18,572 | $149.1K | 0.00% | +8,144+78.1% | Added |
| Barclays PLC | 16,235 | $149.7K | 0.00% | +448+2.8% | Added |
| Karpus Management, Inc. | 20,000 | $160.6K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 20,700 | $166.2K | 0.02% | −13,200−38.9% | Reduced |
| Claro Advisors LLC | 20,880 | $167.7K | 0.05% | +20,880 | New |
| David J Yvars Group | 21,450 | $172.2K | 0.16% | +1,843+9.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,797 | $183.0K | 0.00% | +3,422+17.7% | Added |
| Modera Wealth Management, LLC | 22,974 | $184.5K | 0.01% | +3,385+17.3% | Added |
| Raymond James Trust N.A. | 25,012 | $201.0K | 0.01% | −1,250−4.8% | Reduced |
| Creative Planning | 27,130 | $217.9K | 0.00% | +709+2.7% | Added |
| Blue Edge Capital, LLC | 27,624 | $221.8K | 0.05% | +27,624 | New |
| Logan Stone Capital, LLC | 30,557 | $245.4K | 0.10% | −1,433,835−97.9% | Reduced |
| World Equity Group, Inc. | 851 | $262.8K | 0.04% | −15,395−94.8% | Reduced |
| Advisor Group Holdings, Inc. | 33,629 | $266.4K | 0.00% | +14,981+80.3% | Added |
| Ignite Planners, LLC | 36,400 | $283.2K | 0.12% | −2,800−7.1% | Reduced |
| Hilltop Holdings Inc. | 35,650 | $286.3K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 35,794 | $287.0K | 0.00% | −548−1.5% | Reduced |
| National Asset Management, Inc. | 36,361 | $292.0K | 0.01% | +4,097+12.7% | Added |
| Virtus ETF Advisers LLC | 46,097 | $370.2K | 0.20% | +4,169+9.9% | Added |
| Atria Wealth Solutions, Inc. | 49,000 | $393.5K | 0.01% | −1,800−3.5% | Reduced |
| SkyView Investment Advisors, LLC | 50,000 | $402.0K | 0.09% | +50,000 | New |
| Amplius Wealth Advisors, LLC | 53,113 | $426.5K | 0.06% | −5,652−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 54,051 | $434.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 56,687 | $455.2K | 0.11% | +2,169+4.0% | Added |
| Quarry LP | 65,000 | $522.0K | 0.29% | +65,000 | New |
| Baird Financial Group, Inc. | 75,962 | $610.0K | 0.00% | −3,282−4.1% | Reduced |
| Chapin Davis, Inc. | 76,425 | $613.7K | 0.32% | +4,800+6.7% | Added |
| NewEdge Wealth, LLC | 92,807 | $745.2K | 0.03% | +6,905+8.0% | Added |
| Janney Montgomery Scott LLC | 94,648 | $760.0K | 0.00% | +9,543+11.2% | Added |
| Private Advisor Group, LLC | 104,273 | $837.3K | 0.01% | +12,174+13.2% | Added |
| Security Asset Management | 107,336 | $861.9K | 0.50% | +107,336 | New |
| Epiq Partners, LLC | 108,842 | $874.0K | 0.60% | −46,141−29.8% | Reduced |
| Advisors Asset Management, Inc. | 119,930 | $963.0K | 0.02% | +4,688+4.1% | Added |
| JPMorgan Chase & Co | 136,673 | $1.10M | 0.00% | +108,948+393.0% | Added |
| Guggenheim Capital LLC | 140,829 | $1.13M | 0.01% | +32,702+30.2% | Added |
| Wedbush Securities Inc | 164,532 | $1.32M | 0.07% | +105,310+177.8% | Added |
| Matisse Capital | 210,000 | $1.69M | 1.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 223,560 | $1.80M | 0.04% | +6,410+3.0% | Added |
| HighTower Advisors, LLC | 224,380 | $1.80M | 0.00% | +71,806+47.1% | Added |
| Qube Research & Technologies Ltd | 235,620 | $1.89M | 0.01% | +119,665+103.2% | Added |
| Rockefeller Capital Management L.P. | 249,023 | $2.00M | 0.01% | −854,069−77.4% | Reduced |
| Corrado Advisors, LLC | 264,180 | $2.12M | 1.41% | +14,251+5.7% | Added |
| Atlas Wealth LLC | 286,321 | $2.30M | 0.45% | +63,657+28.6% | Added |
| CNH Partners LLC | 295,113 | $2.37M | 0.07% | +295,113 | New |
| Ameriprise Financial Inc | 391,339 | $3.14M | 0.00% | +4,501+1.2% | Added |
| Stifel Financial Corp | 487,169 | $3.91M | 0.01% | −83,619−14.6% | Reduced |
| Woodline Partners LP | 612,001 | $4.91M | 0.07% | +612,001 | New |
| LPL Financial LLC | 676,730 | $5.43M | 0.00% | −70,420−9.4% | Reduced |
| Mangrove Partners | 731,181 | $5.87M | 0.60% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 783,844 | $6.29M | 0.44% | −13,900−1.7% | Reduced |
| Wells Fargo & Company | 939,809 | $7.55M | 0.00% | +123,189+15.1% | Added |
| Royal Bank of Canada | 996,666 | $8.00M | 0.00% | +426,124+74.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,140,499 | $9.16M | 0.02% | +162,372+16.6% | Added |
| UBS Group AG | 1,557,755 | $12.5M | 0.01% | +84,153+5.7% | Added |
| Raymond James & Associates | 2,009,351 | $16.1M | 0.01% | +114,098+6.0% | Added |
| Lazard Asset Management LLC | 2,119,083 | $17.0M | 0.02% | +542,449+34.4% | Added |
| Clough Capital Partners L P | 2,318,226 | $18.6M | 2.01% | +87,879+3.9% | Added |
| Bank of America Corp | 2,696,212 | $21.7M | 0.00% | +142,582+5.6% | Added |