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 |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 764,197 | $5.04M | 0.16% | +764,197 | New |
| Raymond James Financial Inc | 815,175 | $5.38M | 0.00% | −101,274−11.1% | Reduced |
| Penserra Capital Management LLC | 1,085,343 | $7.16M | 0.08% | −1,931,894−64.0% | Reduced |
| Quantedge Capital Pte Ltd | 1,187,179 | $7.84M | 4.29% | +300,100+33.8% | Added |
| Absolute Investment Advisers LLC | 1,549,398 | $10.2M | 1.20% | +915,474+144.4% | Added |
| Invesco Ltd. | 1,778,169 | $11.7M | 0.00% | −33,193−1.8% | Reduced |
| Rivernorth Capital Management, LLC | 2,570,038 | $17.0M | 0.86% | +2,570,038 | New |
| Lazard Asset Management LLC | 3,364,475 | $22.2M | 0.04% | −14,308−0.4% | Reduced |
| Morgan Stanley | 10,044,148 | $66.3M | 0.00% | +2,750,275+37.7% | Added |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −686,666−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −81,194−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −39,399−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −33,425−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −24,172−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −19,083−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −17,958−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,845−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −11,067−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −11,034−100.0% | Sold out |
| 4WEALTH Advisors, Inc. | 0 | $0 | 0.00% | −11,021−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −10,778−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |