Who owns BlackRock Health Sciences Term Trust?
Institutional ownership of BMEZ from SEC Form 13F filings across 58 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
58
13F holders
$169.1M
value, 2026 filers
11.4%
of shares outstanding (11.5M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BMEZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.8M | $27.5M | 0.0% | 1.8% | -7.4% |
| 2 | BANK OF AMERICA CORP /DE/ | 1.4M | $21.5M | 0.0% | 1.4% | +6.7% |
| 3 | LAZARD ASSET MANAGEMENT LLC | 1.3M | $20.5M | 0.0% | 1.3% | +114.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.1M | $17.0M | 0.0% | 1.1% | +14.6% |
| 5 | UBS Group AG | 1.1M | $16.3M | 0.0% | 1.1% | +5.5% |
| 6 | Invesco Ltd. | 885,405 | $13.6M | 0.0% | 0.9% | -8.7% |
| 7 | WELLS FARGO & COMPANY/MN | 780,232 | $12.0M | 0.0% | 0.8% | +0.2% |
| 8 | Penserra Capital Management LLC | 516,073 | $7,921 | 0.1% | 0.5% | +4.0% |
| 9 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 503,273 | $7.7M | 0.5% | 0.5% | 0.0% |
| 10 | ROYAL BANK OF CANADA | 341,103 | $5.2M | 0.0% | 0.3% | -3.5% |
| 11 | STIFEL FINANCIAL CORP | 224,529 | $3.4M | 0.0% | 0.2% | -10.4% |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 177,065 | $2.7M | 0.3% | 0.2% | +12.1% |
| 13 | LPL Financial LLC | 171,681 | $2.6M | 0.0% | 0.2% | -12.4% |
| 14 | OSAIC HOLDINGS, INC. | 145,680 | $2.2M | 0.0% | 0.1% | +6.2% |
| 15 | Rockefeller Capital Management L.P. | 114,378 | $1.8M | 0.0% | 0.1% | -10.1% |
| 16 | OPPENHEIMER & CO INC | 100,113 | $1.5M | 0.0% | 0.1% | +0.9% |
| 17 | &PARTNERS | 85,761 | $1.3M | 0.0% | 0.1% | -1.7% |
| 18 | Apollon Wealth Management, LLC | 70,019 | $1.1M | 0.0% | 0.1% | +16.3% |
| 19 | Summit Financial, LLC | 69,375 | $1.1M | 0.0% | 0.1% | +9.9% |
| 20 | Quantinno Capital Management LPNEW | 54,746 | $840,364 | 0.0% | 0.1% | new |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,515 | $760,055 | 0.0% | 0% | -41.6% |
| 22 | Maridea Wealth Management LLC | 47,049 | $722,199 | 0.1% | 0% | +9.1% |
| 23 | SOA Wealth Advisors, LLC.NEW | 44,806 | $44,806 | 0.0% | 0% | new |
| 24 | Kestra Advisory Services, LLC | 42,765 | $656,443 | 0.0% | 0% | -31.3% |
| 25 | NWF Advisory Services Inc. | 40,473 | $621,263 | 0.1% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.