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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 47 | $310 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 340 | $2.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $3.29K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 684 | $4.51K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 848 | $5.59K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $6.59K | 0.00% | −1,000−50.0% | Reduced |
| Osbon Capital Management LLC | 1,200 | $7.91K | 0.01% | +1,200 | New |
| Northwestern Mutual Wealth Management Co | 1,235 | $8.14K | 0.00% | +150+13.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,250 | $8.24K | 0.00% | +1,250 | New |
| Eastern Bank | 1,867 | $12.3K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,040 | $13.4K | 0.00% | +2,040 | New |
| Atlantic Union Bankshares Corp | 2,447 | $16.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4,546 | $30.0K | 0.02% | +2,506+122.8% | Added |
| BlackRock, Inc. | 5,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,749 | $37.9K | 0.00% | +5,749 | New |
| Comerica Bank | 7,876 | $51.9K | 0.00% | +815+11.5% | Added |
| CWM, LLC | 9,781 | $64.0K | 0.00% | +183+1.9% | Added |
| Plancorp, LLC | 10,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,211 | $67.3K | 0.00% | +176+1.8% | Added |
| Susquehanna Advisors Group, Inc. | 10,600 | $69.9K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,767 | $71.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,778 | $71.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,913 | $71.9K | 0.01% | +10,913 | New |
| 4WEALTH Advisors, Inc. | 11,021 | $72.6K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,034 | $72.7K | 0.00% | +11,034 | New |
| J.W. Cole Advisors, Inc. | 11,067 | $72.9K | 0.00% | +254+2.3% | Added |
| Ignite Planners, LLC | 11,123 | $74.3K | 0.01% | −2,260−16.9% | Reduced |
| Barrett & Company, Inc. | 11,343 | $74.8K | 0.02% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 11,845 | $78.1K | 0.01% | +11,845 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,366 | $81.5K | 0.00% | −2,244−15.4% | Reduced |
| City State Bank | 12,913 | $85.1K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,378 | $88.2K | 0.00% | −7,350−35.5% | Reduced |
| Silver Oak Securities, Inc | 13,548 | $89.7K | 0.01% | +13,548 | New |
| David J Yvars Group | 13,762 | $90.7K | 0.05% | +129+0.9% | Added |
| Level Four Advisory Services, LLC | 13,987 | $92.2K | 0.00% | +352+2.6% | Added |
| Tactive Advisors, LLC | 15,021 | $99.0K | 0.03% | −1,137−7.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 15,624 | $103.0K | 0.06% | +15,624 | New |
| Successful Portfolios LLC | 15,475 | $105.2K | 0.05% | +100+0.7% | Added |
| Change Path, LLC | 16,483 | $108.6K | 0.00% | +1,463+9.7% | Added |
| PFG Investments, LLC | 17,315 | $114.1K | 0.01% | +295+1.7% | Added |
| Park Avenue Securities LLC | 17,958 | $118.0K | 0.00% | +17,958 | New |
| Concurrent Investment Advisors, LLC | 18,181 | $119.8K | 0.00% | −39,228−68.3% | Reduced |
| Kovack Advisors, Inc. | 18,809 | $124.0K | 0.01% | +18,809 | New |
| Modera Wealth Management, LLC | 19,083 | $125.8K | 0.00% | −4,500−19.1% | Reduced |
| Accredited Investor Services, LLC | 19,699 | $129.8K | 0.09% | +19,699 | New |
| Lido Advisors, LLC | 20,109 | $133.8K | 0.00% | +7,919+65.0% | Added |
| City of London Investment Management Co Ltd | 21,000 | $138.4K | 0.01% | +21,000 | New |
| Evolve Private Wealth, LLC | 21,518 | $141.8K | 0.01% | +21,518 | New |
| Merit Financial Group, LLC | 23,549 | $155.2K | 0.00% | +11,643+97.8% | Added |
| Steward Partners Investment Advisory, LLC | 23,627 | $155.7K | 0.00% | −24,258−50.7% | Reduced |
| Citadel Advisors LLC | 24,172 | $159.3K | 0.00% | +24,172 | New |
| Global Retirement Partners, LLC | 26,661 | $175.7K | 0.00% | +26,661 | New |
| TrueMark Investments, LLC | 28,196 | $185.8K | 0.04% | +28,196 | New |
| RFG Advisory, LLC | 28,331 | $186.7K | 0.00% | +1,000+3.7% | Added |
| Mutual Advisors, LLC | 33,425 | $220.3K | 0.00% | −3,000−8.2% | Reduced |
| Mariner, LLC | 35,162 | $231.7K | 0.00% | +16,314+86.6% | Added |
| RSM US Wealth Management LLC | 38,072 | $254.0K | 0.00% | +38,072 | New |
| Virtu Financial LLC | 39,399 | $260.0K | 0.01% | +39,399 | New |
| Indivisible Partners | 40,604 | $267.6K | 0.03% | +40,604 | New |
| Wells Fargo & Company | 40,850 | $269.2K | 0.00% | +9,366+29.7% | Added |
| Advisor Group Holdings, Inc. | 52,662 | $347.1K | 0.00% | −3,564−6.3% | Reduced |
| Wedbush Securities Inc | 55,731 | $367.0K | 0.01% | −10,608−16.0% | Reduced |
| SeaCrest Wealth Management, LLC | 65,460 | $445.8K | 0.05% | +386+0.6% | Added |
| Chapin Davis, Inc. | 69,499 | $458.0K | 0.11% | −23,600−25.3% | Reduced |
| HighTower Advisors, LLC | 71,896 | $473.8K | 0.00% | +146+0.2% | Added |
| Janney Montgomery Scott LLC | 81,194 | $535.0K | 0.00% | +3,598+4.6% | Added |
| Stifel Financial Corp | 89,439 | $589.4K | 0.00% | −28,347−24.1% | Reduced |
| Susquehanna International Group, LLP | 90,441 | $596.0K | 0.00% | +49,178+119.2% | Added |
| Sanctuary Advisors, LLC | 92,067 | $606.7K | 0.00% | +22,910+33.1% | Added |
| LPL Financial LLC | 93,620 | $617.0K | 0.00% | −49,268−34.5% | Reduced |
| Virtus Investment Advisers, Inc. | 108,899 | $717.6K | 0.20% | −25,608−19.0% | Reduced |
| Quarry LP | 170,066 | $1.12M | 0.18% | +170,066 | New |
| Quantinno Capital Management LP | 174,020 | $1.15M | 0.00% | +10,000+6.1% | Added |
| Private Advisor Group, LLC | 193,411 | $1.27M | 0.01% | +53,234+38.0% | Added |
| Shaker Financial Services, LLC | 194,268 | $1.28M | 0.41% | +50,270+34.9% | Added |
| Oppenheimer & Co Inc | 222,520 | $1.47M | 0.02% | −7,528−3.3% | Reduced |
| GWM Advisors LLC | 239,552 | $1.58M | 0.01% | +84,883+54.9% | Added |
| Blue Bell Private Wealth Management, LLC | 240,173 | $1.58M | 0.23% | +111,141+86.1% | Added |
| Rockefeller Capital Management L.P. | 328,501 | $2.16M | 0.00% | −15,242−4.4% | Reduced |
| Jane Street Group, LLC | 330,514 | $2.18M | 0.00% | −47,572−12.6% | Reduced |
| Royal Bank of Canada | 384,147 | $2.53M | 0.00% | −80,141−17.3% | Reduced |
| Bank of America Corp | 417,254 | $2.75M | 0.00% | −172,749−29.3% | Reduced |
| Ameriprise Financial Inc | 454,061 | $2.99M | 0.00% | −7,317−1.6% | Reduced |
| Advisors Asset Management, Inc. | 514,941 | $3.39M | 0.06% | +87,217+20.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 543,195 | $3.58M | 1.21% | +543,195 | New |
| Z3 Capital Partners, LLC | 567,388 | $3.74M | 0.90% | +567,388 | New |
| Matisse Capital | 571,000 | $3.76M | 1.68% | +20,000+3.6% | Added |
| UBS Group AG | 596,389 | $3.93M | 0.00% | −98,059−14.1% | Reduced |
| Absolute Investment Advisers LLC | 633,924 | $4.30M | 0.49% | +633,924 | New |
| Readystate Asset Management LP | 686,666 | $4.53M | 0.20% | +348,002+102.8% | Added |
| Wolverine Asset Management LLC | 773,052 | $5.09M | 0.07% | +245,016+46.4% | Added |
| Quantedge Capital Pte Ltd | 887,079 | $5.85M | 2.79% | +731,750+471.1% | Added |
| Raymond James Financial Inc | 916,449 | $6.04M | 0.00% | −426,773−31.8% | Reduced |
| Invesco Ltd. | 1,811,362 | $11.9M | 0.00% | +211,545+13.2% | Added |
| Penserra Capital Management LLC | 3,017,237 | $19.9M | 0.24% | +279,264+10.2% | Added |
| Lazard Asset Management LLC | 3,378,783 | $22.3M | 0.04% | +3,378,783 | New |
| Morgan Stanley | 7,293,873 | $48.1M | 0.00% | +1,929,650+36.0% | Added |
| 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 |