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 2025
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Mar 31, 2025. 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
- 115
- +4 vs. Q4 2024
- Shares held
- 104.2M
- +4.23M (+4.2%) vs. Q4 2024
- Total value
- $652.2M
- −$91.6M (−12.3%) vs. Q4 2024
- New holders
- 24
- 42 more added
- Sold out
- 20
- 34 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,000 | $31.3K | 0.00% | −10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,046 | $25.3K | 0.00% | +3,880+2,337.3% | Added |
| WPG Advisers, LLC | 2,811 | $17.6K | 0.02% | +1,683+149.2% | Added |
| Caldwell Trust Co | 2,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,867 | $11.7K | 0.00% | +1,867 | New |
| Pineridge Advisors LLC | 1,350 | $8.45K | 0.00% | +1,350 | New |
| Nemes Rush Group LLC | 1,337 | $8.37K | 0.00% | +30+2.3% | Added |
| TSFG, LLC | 1,014 | $6.00K | 0.00% | +1,014 | New |
| Thomas J. Herzfeld Advisors, Inc. | 901 | $5.64K | 0.00% | +661+275.4% | Added |
| Investors Research Corp | 848 | $5.31K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 684 | $4.28K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 507 | $3.21K | 0.00% | +507 | New |
| SWAN Capital LLC | 340 | $2.13K | 0.00% | +340 | New |
| Assetmark, Inc | 293 | $1.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $295 | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −177,777−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −139,734−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −127,614−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −124,829−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −80,652−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −74,802−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −28,246−100.0% | Sold out |
| Winebrenner Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Vista Investment Partners II, LLC | 0 | $0 | 0.00% | −16,206−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −11,562−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,811−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |