Latest Period
Q1 2026
Security Snapshot
BlackRock Technology & Private Equity Term Trust - Common Shares (BTX) Institutional Ownership
CUSIP: 09260Q108
13F Institutional Holders and Ownership History from Q1 2021 to Q2 2026
Institutions Reporting
109
Shares (Excl. Options)
31,832,891
Price
$6.60
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- Security type / class
- Equity / Common Shares
- Symbol
- BTX on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 31,832,891
- Total 13F value
- $210,092,466
- Portfolio coverage rank
- 0%
- Share change
- +4,583,346
- Value change
- +$30,261,795
- Number of holders
- 109
- Shares outstanding
- 116,966,434
- SEC-reported price per share
- $9.03
- Insider filing price
- $9.03
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BTX - BlackRock Technology & Private Equity Term Trust - Common Shares is tracked under CUSIP 09260Q108.
- 109 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 109 to 21 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $210,092,466 to $3,919,407.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 109 institutions filings for Q1 2026.
Security key
09260Q108
Latest holder period
Q1 2026
13F holders
109
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
BTX full holder history
BlackRock Technology & Private Equity Term Trust SEC filings
BlackRock Technology & Private Equity Term Trust insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09260Q108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BTX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5.3% | $44,014,469 | 6,199,221 | Morgan Stanley | 31 Mar 2026 |
As of 31 Mar 2026, 109 institutional investors reported holding 31,832,891 shares of BlackRock Technology & Private Equity Term Trust - Common Shares (BTX). This represents 27% of the company’s total 116,966,434 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
25%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8.6% | 10,044,148 | +38% | 0% | $66,291,392 |
| LAZARD ASSET MANAGEMENT LLC | 2.9% | 3,364,475 | -0.42% | 0.04% | $22,205,535 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.2% | 2,570,038 | 0.86% | $16,962,251 | |
| Invesco Ltd. | 1.5% | 1,778,169 | -1.8% | 0% | $11,735,915 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 1.3% | 1,549,398 | +144% | 1.2% | $10,226,027 |
| Quantedge Capital Pte Ltd | 1% | 1,187,179 | +34% | 4.3% | $7,835,381 |
| Penserra Capital Management LLC | 0.93% | 1,085,343 | -64% | 0.08% | $7,163,000 |
| RAYMOND JAMES FINANCIAL INC | 0.7% | 815,175 | -11% | 0% | $5,380,157 |
| Saba Capital Management, L.P. | 0.65% | 764,197 | 0.16% | $5,043,700 | |
| Advisors Asset Management, Inc. | 0.61% | 715,938 | +39% | 0.08% | $4,725,191 |
| Quarry LP | 0.58% | 682,532 | +301% | 0.91% | $4,504,711 |
| Matisse Capital | 0.51% | 593,000 | +3.9% | 1.7% | $3,913,800 |
| UBS Group AG | 0.5% | 581,214 | -2.5% | 0% | $3,836,012 |
| Z3 Capital Partners, LLC | 0.47% | 550,559 | -3% | 0.92% | $3,633,687 |
| BANK OF AMERICA CORP /DE/ | 0.38% | 447,999 | +7.4% | 0% | $2,956,793 |
| AMERIPRISE FINANCIAL INC | 0.38% | 446,783 | -1.6% | 0% | $2,948,765 |
| ROYAL BANK OF CANADA | 0.32% | 372,470 | -3% | 0% | $2,458,000 |
| Rockefeller Capital Management L.P. | 0.28% | 328,586 | +0.03% | 0% | $2,168,670 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.26% | 306,083 | +27% | 0.29% | $2,020,148 |
| Private Advisor Group, LLC | 0.25% | 292,211 | +51% | 0.01% | $1,928,593 |
| Thomas J. Herzfeld Advisors, Inc. | 0.24% | 280,753 | -48% | 0.63% | $1,852,970 |
| OPPENHEIMER & CO INC | 0.19% | 217,382 | -2.3% | 0.02% | $1,434,721 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.18% | 212,686 | -72% | 0.02% | $1,403,728 |
| NewEdge Advisors, LLC | 0.17% | 193,504 | -19% | 0% | $1,277,125 |
| MILLENNIUM MANAGEMENT LLC | 0.14% | 164,835 | 0% | $1,087,911 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
22
Latest
Q1 2026
Rows shown
1-22 of 22
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 435,440 | $3,919,407 | -$10,229,580 | $9.03 | 21 |
| 2026 Q1 | 31,832,891 | $210,092,466 | +$30,261,795 | $6.60 | 109 |
| 2025 Q4 | 27,286,122 | $179,962,144 | +$49,754,569 | $6.59 | 97 |
| 2025 Q3 | 19,099,340 | $127,982,860 | -$603,216,746 | $6.70 | 91 |
| 2025 Q2 | 101,371,472 | $744,058,602 | -$18,596,951 | $7.34 | 115 |
| 2025 Q1 | 104,107,725 | $651,777,091 | +$23,737,555 | $6.26 | 111 |
| 2024 Q4 | 100,297,997 | $746,365,318 | +$14,411,504 | $7.44 | 111 |
| 2024 Q3 | 97,998,216 | $739,951,284 | +$5,234,968 | $7.55 | 110 |
| 2024 Q2 | 97,284,587 | $703,407,215 | +$49,895,509 | $7.23 | 118 |
| 2024 Q1 | 90,138,496 | $733,643,989 | +$71,068,536 | $8.14 | 108 |
| 2023 Q4 | 81,501,700 | $597,401,222 | +$122,670,912 | $7.33 | 115 |
| 2023 Q3 | 64,787,211 | $450,912,915 | +$23,103,520 | $6.96 | 113 |
| 2023 Q2 | 61,330,906 | $481,585,052 | +$28,673,854 | $7.85 | 103 |
| 2023 Q1 | 57,294,107 | $460,066,291 | +$30,577,654 | $8.03 | 104 |
| 2022 Q4 | 54,505,442 | $371,175,541 | +$95,040,185 | $6.81 | 107 |
| 2022 Q3 | 40,437,993 | $293,880,392 | +$25,094,512 | $7.27 | 101 |
| 2022 Q2 | 37,048,156 | $294,136,311 | +$26,898,683 | $7.94 | 89 |
| 2022 Q1 | 32,825,397 | $373,765,743 | -$30,788,851 | $11.39 | 81 |
| 2021 Q4 | 34,894,509 | $507,209,103 | +$267,353,561 | $14.54 | 77 |
| 2021 Q3 | 15,459,620 | $279,827,258 | +$91,614,906 | $18.10 | 50 |
| 2021 Q2 | 10,388,378 | $210,986,000 | +$125,188,265 | $20.31 | 42 |
| 2021 Q1 | 4,224,557 | $85,760,030 | +$85,760,030 | $20.30 | 27 |