BlackRock Technology & Private Equity Term Trust - Common Shares, $0.001 par value (BTX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2021 to Q4 2025

Type / Class
Equity / Common Shares, $0.001 par value
Symbol
BTX on NYSE
Shares outstanding
218,807,775
Price per share
$6.79
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
26,717,534
Total reported value
$176,215,149
% of total 13F portfolios
0%
Share change
+7,541,798
Value change
+$49,754,569
Number of holders
95
Price from insider filings
$6.79
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 95 institutional investors reported holding 26,717,534 shares of BlackRock Technology & Private Equity Term Trust - Common Shares, $0.001 par value (BTX). This represents 12% of the company’s total 218,807,775 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BlackRock Technology & Private Equity Term Trust - Common Shares, $0.001 par value (BTX) together control 11% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 3.3% 7,293,873 +36% 0% $48,066,630
LAZARD ASSET MANAGEMENT LLC 1.5% 3,378,783 0.04% $22,266,180
Penserra Capital Management LLC 1.4% 3,017,237 +10% 0.24% $19,883,000
Invesco Ltd. 0.83% 1,811,362 +13% 0% $11,936,876
RAYMOND JAMES FINANCIAL INC 0.42% 916,449 -32% 0% $6,039,395
Quantedge Capital Pte Ltd 0.41% 887,079 +471% 2.8% $5,845,851
WOLVERINE ASSET MANAGEMENT LLC 0.35% 773,052 +46% 0.07% $5,094,413
READYSTATE ASSET MANAGEMENT LP 0.31% 686,666 +103% 0.2% $4,525,129
ABSOLUTE INVESTMENT ADVISERS, LLC 0.29% 633,924 0.49% $4,302,442
UBS Group AG 0.27% 596,389 -14% 0% $3,930,204
Matisse Capital 0.26% 571,000 +3.6% 1.7% $3,762,890
Thomas J. Herzfeld Advisors, Inc. 0.25% 543,195 1.2% $3,579,655
Advisors Asset Management, Inc. 0.24% 514,941 +20% 0.06% $3,393,461
AMERIPRISE FINANCIAL INC 0.21% 454,061 -1.6% 0% $2,992,314
BANK OF AMERICA CORP /DE/ 0.19% 417,254 -29% 0% $2,749,706
ROYAL BANK OF CANADA 0.18% 384,147 -17% 0% $2,531,000
JANE STREET GROUP, LLC 0.15% 330,514 -13% 0% $2,178,088
Rockefeller Capital Management L.P. 0.15% 328,501 -4.4% 0% $2,164,822
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.11% 240,173 +86% 0.23% $1,582,740
NewEdge Advisors, LLC 0.11% 239,552 +55% 0.01% $1,578,650
OPPENHEIMER & CO INC 0.1% 222,520 -3.3% 0.02% $1,466,407
Shaker Financial Services, LLC 0.09% 194,268 +35% 0.41% $1,280,227
Private Advisor Group, LLC 0.09% 193,411 +38% 0.01% $1,274,579
Quantinno Capital Management LP 0.08% 174,020 +6.1% 0% $1,146,793
Quarry LP 0.08% 170,066 0.27% $1,120,735

Institutional Holders of BlackRock Technology & Private Equity Term Trust - Common Shares, $0.001 par value (BTX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 26,717,534 $176,215,149 +$49,754,569 $6.59 95
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