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 2026
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Mar 31, 2026. 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
- 109
- +14 vs. Q4 2025
- Shares held
- 31.8M
- +4.58M (+16.8%) vs. Q4 2025
- Total value
- $210.1M
- +$30.4M (+16.9%) vs. Q4 2025
- New holders
- 28
- 36 more added
- Sold out
- 14
- 29 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,044,148 | $66.3M | 0.00% | +2,750,275+37.7% | Added |
| Lazard Asset Management LLC | 3,364,475 | $22.2M | 0.04% | −14,308−0.4% | Reduced |
| Rivernorth Capital Management, LLC | 2,570,038 | $17.0M | 0.86% | +2,570,038 | New |
| Invesco Ltd. | 1,778,169 | $11.7M | 0.00% | −33,193−1.8% | Reduced |
| Absolute Investment Advisers LLC | 1,549,398 | $10.2M | 1.20% | +915,474+144.4% | Added |
| Quantedge Capital Pte Ltd | 1,187,179 | $7.84M | 4.29% | +300,100+33.8% | Added |
| Penserra Capital Management LLC | 1,085,343 | $7.16M | 0.08% | −1,931,894−64.0% | Reduced |
| Raymond James Financial Inc | 815,175 | $5.38M | 0.00% | −101,274−11.1% | Reduced |
| Saba Capital Management, L.P. | 764,197 | $5.04M | 0.16% | +764,197 | New |
| Advisors Asset Management, Inc. | 715,938 | $4.73M | 0.08% | +200,997+39.0% | Added |
| Quarry LP | 682,532 | $4.50M | 0.91% | +512,466+301.3% | Added |
| Matisse Capital | 593,000 | $3.91M | 1.68% | +22,000+3.9% | Added |
| UBS Group AG | 581,214 | $3.84M | 0.00% | −15,175−2.5% | Reduced |
| Z3 Capital Partners, LLC | 550,559 | $3.63M | 0.92% | −16,829−3.0% | Reduced |
| Bank of America Corp | 447,999 | $2.96M | 0.00% | +30,745+7.4% | Added |
| Ameriprise Financial Inc | 446,783 | $2.95M | 0.00% | −7,278−1.6% | Reduced |
| Royal Bank of Canada | 372,470 | $2.46M | 0.00% | −11,677−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 328,586 | $2.17M | 0.00% | +850.0% | Added |
| Blue Bell Private Wealth Management, LLC | 306,083 | $2.02M | 0.29% | +65,910+27.4% | Added |
| Private Advisor Group, LLC | 292,211 | $1.93M | 0.01% | +98,800+51.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 280,753 | $1.85M | 0.63% | −262,442−48.3% | Reduced |
| Oppenheimer & Co Inc | 217,382 | $1.43M | 0.02% | −5,138−2.3% | Reduced |
| Wolverine Asset Management LLC | 212,686 | $1.40M | 0.02% | −560,366−72.5% | Reduced |
| GWM Advisors LLC | 193,504 | $1.28M | 0.00% | −46,048−19.2% | Reduced |
| Millennium Management LLC | 164,835 | $1.09M | 0.00% | +164,835 | New |
| Quantinno Capital Management LP | 158,168 | $1.04M | 0.00% | −15,852−9.1% | Reduced |
| Shaker Financial Services, LLC | 138,908 | $916.8K | 0.32% | −55,360−28.5% | Reduced |
| Jane Street Group, LLC | 115,075 | $759.5K | 0.00% | −215,439−65.2% | Reduced |
| HighTower Advisors, LLC | 103,852 | $685.4K | 0.00% | +31,956+44.4% | Added |
| Sanctuary Advisors, LLC | 93,133 | $614.7K | 0.00% | +1,066+1.2% | Added |
| LPL Financial LLC | 85,585 | $564.9K | 0.00% | −8,035−8.6% | Reduced |
| Virtus Investment Advisers, Inc. | 84,306 | $556.4K | 0.15% | −24,593−22.6% | Reduced |
| Susquehanna International Group, LLP | 77,892 | $514.1K | 0.00% | −12,549−13.9% | Reduced |
| Chapin Davis, Inc. | 74,548 | $492.0K | 0.11% | +5,049+7.3% | Added |
| Advisor Group Holdings, Inc. | 69,616 | $459.5K | 0.00% | +16,954+32.2% | Added |
| Stifel Financial Corp | 62,866 | $414.9K | 0.00% | −26,573−29.7% | Reduced |
| Wedbush Securities Inc | 62,160 | $410.0K | 0.01% | +6,429+11.5% | Added |
| RSM US Wealth Management LLC | 60,375 | $398.5K | 0.00% | +22,303+58.6% | Added |
| SeaCrest Wealth Management, LLC | 60,089 | $396.6K | 0.04% | −5,371−8.2% | Reduced |
| Concurrent Investment Advisors, LLC | 51,419 | $339.4K | 0.00% | +33,238+182.8% | Added |
| Indivisible Partners | 45,701 | $301.6K | 0.03% | +5,097+12.6% | Added |
| XTX Topco Ltd | 35,321 | $233.1K | 0.00% | +35,321 | New |
| Central Trust Co | 35,200 | $232.3K | 0.00% | +35,200 | New |
| Merit Financial Group, LLC | 34,213 | $225.8K | 0.00% | +10,664+45.3% | Added |
| Accredited Investor Services, LLC | 32,781 | $216.4K | 0.14% | +13,082+66.4% | Added |
| TrueMark Investments, LLC | 29,708 | $196.1K | 0.04% | +1,512+5.4% | Added |
| Mariner, LLC | 30,445 | $191.5K | 0.00% | −4,717−13.4% | Reduced |
| CSS LLC | 28,700 | $189.4K | 0.01% | +28,700 | New |
| RFG Advisory, LLC | 28,331 | $187.0K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 27,195 | $179.5K | 0.01% | +5,677+26.4% | Added |
| Steward Partners Investment Advisory, LLC | 26,397 | $174.2K | 0.00% | +2,770+11.7% | Added |
| Punch & Associates Investment Management, Inc. | 24,905 | $164.4K | 0.01% | +24,905 | New |
| Wells Fargo & Company | 24,663 | $162.8K | 0.00% | −16,187−39.6% | Reduced |
| Cetera Investment Advisers | 22,004 | $145.2K | 0.00% | +8,626+64.5% | Added |
| Closed-End Fund Advisors, Inc. | 21,983 | $145.1K | 0.15% | +6,359+40.7% | Added |
| Commonwealth Equity Services, LLC | 21,919 | $144.7K | 0.00% | +21,919 | New |
| Advisory Services Network, LLC | 20,368 | $134.4K | 0.00% | +20,368 | New |
| Lido Advisors, LLC | 20,086 | $132.6K | 0.00% | −23−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,772 | $130.5K | 0.00% | +19,772 | New |
| Mount Yale Investment Advisors, LLC | 19,772 | $130.5K | 0.00% | +19,772 | New |
| Kovack Advisors, Inc. | 18,809 | $127.1K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 18,655 | $123.1K | 0.01% | +1,340+7.7% | Added |
| Westwood Holdings Group Inc. | 18,300 | $120.8K | 0.00% | +18,300 | New |
| Silver Oak Securities, Inc | 17,135 | $113.1K | 0.01% | +3,587+26.5% | Added |
| Creative Planning | 16,962 | $111.9K | 0.00% | +16,962 | New |
| Change Path, LLC | 16,522 | $109.0K | 0.00% | +39+0.2% | Added |
| Samalin Investment Counsel, LLC | 16,366 | $108.0K | 0.04% | +16,366 | New |
| Pinnacle Wealth Planning Services, Inc. | 15,772 | $104.1K | 0.01% | +4,859+44.5% | Added |
| City of London Investment Management Co Ltd | 14,900 | $98.3K | 0.01% | −6,100−29.0% | Reduced |
| Successful Portfolios LLC | 15,275 | $97.1K | 0.05% | −200−1.3% | Reduced |
| Level Four Advisory Services, LLC | 14,337 | $94.6K | 0.00% | +350+2.5% | Added |
| Occidental Asset Management, LLC | 14,078 | $92.9K | 0.01% | +14,078 | New |
| David J Yvars Group | 13,689 | $90.3K | 0.05% | −73−0.5% | Reduced |
| Delta Investment Management, LLC | 13,250 | $87.5K | 0.02% | +13,250 | New |
| Tactive Advisors, LLC | 13,115 | $86.6K | 0.02% | −1,906−12.7% | Reduced |
| City State Bank | 12,913 | $85.2K | 0.02% | 00.0% | Unchanged |
| PCM Encore, LLC | 12,087 | $79.8K | 0.02% | +12,087 | New |
| Moors & Cabot, Inc. | 12,000 | $79.2K | 0.00% | +12,000 | New |
| Barrett & Company, Inc. | 11,343 | $74.9K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,189 | $73.8K | 0.00% | −1,177−9.5% | Reduced |
| King Luther Capital Management Corp | 11,063 | $73.0K | 0.00% | +11,063 | New |
| Plancorp, LLC | 10,000 | $72.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 10,900 | $71.9K | 0.01% | +10,900 | New |
| NewEdge Wealth, LLC | 10,767 | $71.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 10,600 | $70.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10,413 | $68.7K | 0.00% | +10,413 | New |
| Sowell Financial Services LLC | 10,397 | $68.6K | 0.00% | +186+1.8% | Added |
| Ignite Planners, LLC | 10,286 | $67.9K | 0.01% | −837−7.5% | Reduced |
| Baxter Bros Inc | 10,000 | $66.0K | 0.01% | +10,000 | New |
| CWM, LLC | 9,974 | $65.8K | 0.00% | +193+2.0% | Added |
| Fifth Third Bancorp | 8,658 | $57.1K | 0.00% | +8,658 | New |
| BlackRock, Inc. | 7,443 | $49.1K | 0.00% | +2,443+48.9% | Added |
| WPG Advisers, LLC | 7,055 | $46.6K | 0.03% | +2,509+55.2% | Added |
| Atlantic Union Bankshares Corp | 2,447 | $16.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,039 | $13.5K | 0.00% | +789+63.1% | Added |
| Eastern Bank | 1,867 | $12.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $9.90K | 0.00% | +1,500 | New |
| Clark Wealth Partners | 1,340 | $8.84K | 0.01% | +1,340 | New |
| Northwestern Mutual Wealth Management Co | 1,235 | $8.15K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1,229 | $8.11K | 0.01% | +29+2.4% | Added |