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 2023
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Jun 30, 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
- +1 vs. Q1 2023
- Shares held
- 61.4M
- +4.17M (+7.3%) vs. Q1 2023
- Total value
- $481.9M
- +$22.4M (+4.9%) vs. Q1 2023
- New holders
- 19
- 34 more added
- Sold out
- 18
- 30 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,602,139 | $20.4M | 0.00% | −94,073−3.5% | Reduced |
| Cornerstone Advisors, LLC | 2,990,334 | $23.5M | 1.12% | −610,022−16.9% | Reduced |
| City of London Investment Management Co Ltd | 3,060,347 | $24.0M | 1.94% | −49,490−1.6% | Reduced |
| Invesco Ltd. | 3,318,727 | $26.1M | 0.01% | −215,116−6.1% | Reduced |
| Morgan Stanley | 8,072,164 | $63.4M | 0.01% | −446,031−5.2% | Reduced |
| Saba Capital Management, L.P. | 17,607,373 | $138.2M | 4.55% | +4,177,120+31.1% | Added |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −731,181−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −224,380−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −30,557−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −18,572−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −11,611−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −11,387−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −5,909−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,477−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Security Asset Management | – | – | – | – | Not filed |