Latest Period
Q2 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
120
Shares (Excl. Options)
34,185,897
Price
$9.03
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- Security type / class
- Equity / Common Shares
- Symbol
- BTX on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 34,185,897
- Total 13F value
- $308,680,373
- Portfolio coverage rank
- 0%
- Share change
- +2,336,319
- Value change
- +$29,622,974
- Number of holders
- 120
- Shares outstanding
- 116,966,434
- SEC-reported price per share
- $9.06
- Insider filing price
- $9.06
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.
- 120 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 109 to 120 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $210,092,466 to $308,680,373.
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 120 institutions filings for Q2 2026.
Security key
09260Q108
Latest holder period
Q2 2026
13F holders
120
13D/G owners
1
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 120 institutional investors reported holding 34,185,897 shares of BlackRock Technology & Private Equity Term Trust - Common Shares (BTX). This represents 29% 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
27%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 9.1% | 10,650,939 | +6% | 0.01% | $96,177,994 |
| LAZARD ASSET MANAGEMENT LLC | 3.7% | 4,381,111 | +30% | 0.06% | $39,561,432 |
| Saba Capital Management, L.P. | 2.7% | 3,116,387 | +308% | 0.86% | $28,140,975 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.3% | 2,737,496 | +6.5% | 1.2% | $24,719,589 |
| Invesco Ltd. | 1.6% | 1,835,080 | +3.2% | 0% | $16,570,773 |
| Penserra Capital Management LLC | 0.96% | 1,128,395 | +4% | 0.08% | $10,189,000 |
| Advisors Asset Management, Inc. | 0.69% | 810,188 | +13% | 0.11% | $7,315,998 |
| RAYMOND JAMES FINANCIAL INC | 0.67% | 778,442 | -4.5% | 0% | $7,029,340 |
| Atlas Wealth LLC | 0.55% | 646,261 | 0.83% | $5,835,737 | |
| Z3 Capital Partners, LLC | 0.54% | 628,692 | +14% | 1.2% | $5,677,087 |
| UBS Group AG | 0.51% | 600,373 | +3.3% | 0% | $5,421,369 |
| Thomas J. Herzfeld Advisors, Inc. | 0.44% | 515,402 | +84% | 1.4% | $4,654,080 |
| Quantedge Capital Pte Ltd | 0.44% | 513,279 | -57% | 3.5% | $4,634,909 |
| Rockefeller Capital Management L.P. | 0.4% | 473,264 | +44% | 0.01% | $4,273,574 |
| BANK OF AMERICA CORP /DE/ | 0.38% | 439,767 | -1.8% | 0% | $3,971,099 |
| NewEdge Advisors, LLC | 0.35% | 414,875 | +114% | 0.01% | $3,746,322 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.32% | 374,103 | +22% | 0.42% | $3,378,151 |
| ROYAL BANK OF CANADA | 0.31% | 358,183 | -3.8% | 0% | $3,235,000 |
| AMERIPRISE FINANCIAL INC | 0.29% | 335,618 | -25% | 0% | $3,030,630 |
| OPPENHEIMER & CO INC | 0.19% | 223,321 | +2.7% | 0.02% | $2,016,589 |
| Senvest Management, LLC | 0.17% | 200,000 | 0.05% | $1,806,000 | |
| JANE STREET GROUP, LLC | 0.15% | 174,363 | +52% | 0% | $1,574,498 |
| Quantinno Capital Management LP | 0.12% | 145,093 | -8.3% | 0% | $1,310,191 |
| LPL Financial LLC | 0.12% | 138,908 | +62% | 0% | $1,254,335 |
| Steward Partners Investment Advisory, LLC | 0.11% | 132,839 | +403% | 0.01% | $1,199,536 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
22
Latest
Q2 2026
Rows shown
1-22 of 22
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 34,185,897 | $308,680,373 | +$29,622,974 | $9.03 | 120 |
| 2026 Q1 | 31,832,891 | $210,092,466 | +$30,248,353 | $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 |