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 2024
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Jun 30, 2024. 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
- 121
- +11 vs. Q1 2024
- Shares held
- 97.8M
- +7.61M (+8.4%) vs. Q1 2024
- Total value
- $703.8M
- −$30.0M (−4.1%) vs. Q1 2024
- New holders
- 25
- 37 more added
- Sold out
- 14
- 42 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 7,464 | $54.0K | 0.00% | −11,440−60.5% | Reduced |
| Register Financial Advisors LLC | 6,614 | $47.8K | 0.02% | +158+2.4% | Added |
| CIBC Private Wealth Group, LLC | 5,533 | $41.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 5,000 | $36.1K | 0.00% | −3,898−43.8% | Reduced |
| Bessemer Group Inc | 4,633 | $34.0K | 0.00% | +4,633 | New |
| Activest Wealth Management | 4,086 | $29.5K | 0.01% | +69+1.7% | Added |
| Investors Research Corp | 2,098 | $15.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 434,539 | $12.0K | 0.00% | +434,539 | New |
| Nemes Rush Group LLC | 1,250 | $9.04K | 0.00% | −1,250−50.0% | Reduced |
| Lindbrook Capital, LLC | 1,170 | $8.46K | 0.00% | −544−31.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 681 | $4.92K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 600 | $4.34K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 500 | $3.62K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 395 | $2.85K | 0.00% | +395 | New |
| Assetmark, Inc | 313 | $2.26K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $2.17K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $1.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $1.46K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 150 | $1.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $340 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −332,862−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Prudent Investors Network | 0 | $0 | 0.00% | −21,317−100.0% | Sold out |
| Dimension Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,563−100.0% | Sold out |
| Carson Advisory Inc. | 0 | $0 | 0.00% | −11,005−100.0% | Sold out |
| Thompson Investment Management, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |