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 2025
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Dec 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
- 97
- +7 vs. Q3 2025
- Shares held
- 27.3M
- +8.19M (+42.9%) vs. Q3 2025
- Total value
- $180.0M
- +$52.0M (+40.6%) vs. Q3 2025
- New holders
- 25
- 34 more added
- Sold out
- 18
- 23 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,293,873 | $48.1M | 0.00% | +1,929,650+36.0% | Added |
| Lazard Asset Management LLC | 3,378,783 | $22.3M | 0.04% | +3,378,783 | New |
| Penserra Capital Management LLC | 3,017,237 | $19.9M | 0.24% | +279,264+10.2% | Added |
| Invesco Ltd. | 1,811,362 | $11.9M | 0.00% | +211,545+13.2% | Added |
| Raymond James Financial Inc | 916,449 | $6.04M | 0.00% | −426,773−31.8% | Reduced |
| Quantedge Capital Pte Ltd | 887,079 | $5.85M | 2.79% | +731,750+471.1% | Added |
| Wolverine Asset Management LLC | 773,052 | $5.09M | 0.07% | +245,016+46.4% | Added |
| Readystate Asset Management LP | 686,666 | $4.53M | 0.20% | +348,002+102.8% | Added |
| Absolute Investment Advisers LLC | 633,924 | $4.30M | 0.49% | +633,924 | New |
| UBS Group AG | 596,389 | $3.93M | 0.00% | −98,059−14.1% | Reduced |
| Matisse Capital | 571,000 | $3.76M | 1.68% | +20,000+3.6% | Added |
| Z3 Capital Partners, LLC | 567,388 | $3.74M | 0.90% | +567,388 | New |
| Thomas J. Herzfeld Advisors, Inc. | 543,195 | $3.58M | 1.21% | +543,195 | New |
| Advisors Asset Management, Inc. | 514,941 | $3.39M | 0.06% | +87,217+20.4% | Added |
| Ameriprise Financial Inc | 454,061 | $2.99M | 0.00% | −7,317−1.6% | Reduced |
| Bank of America Corp | 417,254 | $2.75M | 0.00% | −172,749−29.3% | Reduced |
| Royal Bank of Canada | 384,147 | $2.53M | 0.00% | −80,141−17.3% | Reduced |
| Jane Street Group, LLC | 330,514 | $2.18M | 0.00% | −47,572−12.6% | Reduced |
| Rockefeller Capital Management L.P. | 328,501 | $2.16M | 0.00% | −15,242−4.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 240,173 | $1.58M | 0.23% | +111,141+86.1% | Added |
| GWM Advisors LLC | 239,552 | $1.58M | 0.01% | +84,883+54.9% | Added |
| Oppenheimer & Co Inc | 222,520 | $1.47M | 0.02% | −7,528−3.3% | Reduced |
| Shaker Financial Services, LLC | 194,268 | $1.28M | 0.41% | +50,270+34.9% | Added |
| Private Advisor Group, LLC | 193,411 | $1.27M | 0.01% | +53,234+38.0% | Added |
| Quantinno Capital Management LP | 174,020 | $1.15M | 0.00% | +10,000+6.1% | Added |
| Quarry LP | 170,066 | $1.12M | 0.18% | +170,066 | New |
| Virtus Investment Advisers, Inc. | 108,899 | $717.6K | 0.20% | −25,608−19.0% | Reduced |
| LPL Financial LLC | 93,620 | $617.0K | 0.00% | −49,268−34.5% | Reduced |
| Sanctuary Advisors, LLC | 92,067 | $606.7K | 0.00% | +22,910+33.1% | Added |
| Susquehanna International Group, LLP | 90,441 | $596.0K | 0.00% | +49,178+119.2% | Added |
| Stifel Financial Corp | 89,439 | $589.4K | 0.00% | −28,347−24.1% | Reduced |
| Janney Montgomery Scott LLC | 81,194 | $535.0K | 0.00% | +3,598+4.6% | Added |
| HighTower Advisors, LLC | 71,896 | $473.8K | 0.00% | +146+0.2% | Added |
| Chapin Davis, Inc. | 69,499 | $458.0K | 0.11% | −23,600−25.3% | Reduced |
| SeaCrest Wealth Management, LLC | 65,460 | $445.8K | 0.05% | +386+0.6% | Added |
| Wedbush Securities Inc | 55,731 | $367.0K | 0.01% | −10,608−16.0% | Reduced |
| Advisor Group Holdings, Inc. | 52,662 | $347.1K | 0.00% | −3,564−6.3% | Reduced |
| Wells Fargo & Company | 40,850 | $269.2K | 0.00% | +9,366+29.7% | Added |
| Indivisible Partners | 40,604 | $267.6K | 0.03% | +40,604 | New |
| Virtu Financial LLC | 39,399 | $260.0K | 0.01% | +39,399 | New |
| RSM US Wealth Management LLC | 38,072 | $254.0K | 0.00% | +38,072 | New |
| Mariner, LLC | 35,162 | $231.7K | 0.00% | +16,314+86.6% | Added |
| Mutual Advisors, LLC | 33,425 | $220.3K | 0.00% | −3,000−8.2% | Reduced |
| RFG Advisory, LLC | 28,331 | $186.7K | 0.00% | +1,000+3.7% | Added |
| TrueMark Investments, LLC | 28,196 | $185.8K | 0.04% | +28,196 | New |
| Global Retirement Partners, LLC | 26,661 | $175.7K | 0.00% | +26,661 | New |
| Citadel Advisors LLC | 24,172 | $159.3K | 0.00% | +24,172 | New |
| Steward Partners Investment Advisory, LLC | 23,627 | $155.7K | 0.00% | −24,258−50.7% | Reduced |
| Merit Financial Group, LLC | 23,549 | $155.2K | 0.00% | +11,643+97.8% | Added |
| Evolve Private Wealth, LLC | 21,518 | $141.8K | 0.01% | +21,518 | New |
| City of London Investment Management Co Ltd | 21,000 | $138.4K | 0.01% | +21,000 | New |
| Lido Advisors, LLC | 20,109 | $133.8K | 0.00% | +7,919+65.0% | Added |
| Accredited Investor Services, LLC | 19,699 | $129.8K | 0.09% | +19,699 | New |
| Modera Wealth Management, LLC | 19,083 | $125.8K | 0.00% | −4,500−19.1% | Reduced |
| Kovack Advisors, Inc. | 18,809 | $124.0K | 0.01% | +18,809 | New |
| Concurrent Investment Advisors, LLC | 18,181 | $119.8K | 0.00% | −39,228−68.3% | Reduced |
| Park Avenue Securities LLC | 17,958 | $118.0K | 0.00% | +17,958 | New |
| PFG Investments, LLC | 17,315 | $114.1K | 0.01% | +295+1.7% | Added |
| Change Path, LLC | 16,483 | $108.6K | 0.00% | +1,463+9.7% | Added |
| Successful Portfolios LLC | 15,475 | $105.2K | 0.05% | +100+0.7% | Added |
| Closed-End Fund Advisors, Inc. | 15,624 | $103.0K | 0.06% | +15,624 | New |
| Tactive Advisors, LLC | 15,021 | $99.0K | 0.03% | −1,137−7.0% | Reduced |
| Level Four Advisory Services, LLC | 13,987 | $92.2K | 0.00% | +352+2.6% | Added |
| David J Yvars Group | 13,762 | $90.7K | 0.05% | +129+0.9% | Added |
| Silver Oak Securities, Inc | 13,548 | $89.7K | 0.01% | +13,548 | New |
| Cetera Investment Advisers | 13,378 | $88.2K | 0.00% | −7,350−35.5% | Reduced |
| City State Bank | 12,913 | $85.1K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,366 | $81.5K | 0.00% | −2,244−15.4% | Reduced |
| Amplius Wealth Advisors, LLC | 11,845 | $78.1K | 0.01% | +11,845 | New |
| Barrett & Company, Inc. | 11,343 | $74.8K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,123 | $74.3K | 0.01% | −2,260−16.9% | Reduced |
| J.W. Cole Advisors, Inc. | 11,067 | $72.9K | 0.00% | +254+2.3% | Added |
| International Assets Investment Management, LLC | 11,034 | $72.7K | 0.00% | +11,034 | New |
| 4WEALTH Advisors, Inc. | 11,021 | $72.6K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,913 | $71.9K | 0.01% | +10,913 | New |
| Bank of New York Mellon Corp | 10,778 | $71.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,767 | $71.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 10,600 | $69.9K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,211 | $67.3K | 0.00% | +176+1.8% | Added |
| Plancorp, LLC | 10,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,781 | $64.0K | 0.00% | +183+1.9% | Added |
| Comerica Bank | 7,876 | $51.9K | 0.00% | +815+11.5% | Added |
| Kestra Advisory Services, LLC | 5,749 | $37.9K | 0.00% | +5,749 | New |
| BlackRock, Inc. | 5,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4,546 | $30.0K | 0.02% | +2,506+122.8% | Added |
| Atlantic Union Bankshares Corp | 2,447 | $16.1K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,040 | $13.4K | 0.00% | +2,040 | New |
| Eastern Bank | 1,867 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $8.24K | 0.00% | +1,250 | New |
| Northwestern Mutual Wealth Management Co | 1,235 | $8.14K | 0.00% | +150+13.8% | Added |
| Osbon Capital Management LLC | 1,200 | $7.91K | 0.01% | +1,200 | New |
| Caldwell Trust Co | 1,000 | $6.59K | 0.00% | −1,000−50.0% | Reduced |
| Investors Research Corp | 848 | $5.59K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 684 | $4.51K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $3.29K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 340 | $2.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $310 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −289,409−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −92,674−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −74,026−100.0% | Sold out |