Who owns BlackRock Health Sciences Term Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BMEZ from SEC Form 13F filings across 88 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.
As of the 2026-06-30 reporting period, 88 institutions disclosed 16.7M shares of BlackRock Health Sciences Term Trust worth $256.6M — about 16.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
88
13F holders
$256.6M
value, 2026 filers
16.5%
of shares outstanding (16.7M sh)
15
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 | Saba Capital Management, L.P. | 1.3M | $20.7M | 0.5% | 1.3% | +77.5% |
| 4 | LAZARD ASSET MANAGEMENT LLC | 1.3M | $20.5M | 0.0% | 1.3% | +114.4% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.1M | $17.0M | 0.0% | 1.1% | +14.6% |
| 6 | UBS Group AG | 1.1M | $16.3M | 0.0% | 1.1% | +5.5% |
| 7 | Invesco Ltd. | 885,405 | $13.6M | 0.0% | 0.9% | -8.7% |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 873,816 | $13.4M | 0.6% | 0.9% | +8.0% |
| 9 | WELLS FARGO & COMPANY/MN | 780,232 | $12.0M | 0.0% | 0.8% | +0.2% |
| 10 | Penserra Capital Management LLC | 516,073 | $7.9M | 0.1% | 0.5% | +4.0% |
| 11 | Almitas Capital LLC | 507,095 | $7.8M | 1.9% | 0.5% | +0.1% |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 503,273 | $7.7M | 0.5% | 0.5% | 0.0% |
| 13 | Atlas Wealth LLCNEW | 499,696 | $7.7M | 1.1% | 0.5% | new |
| 14 | 1607 Capital Partners, LLC | 442,213 | $6.8M | 0.6% | 0.4% | -14.0% |
| 15 | Z3 Capital Partners, LLC | 393,512 | $6.0M | 1.3% | 0.4% | +7.4% |
| 16 | ROYAL BANK OF CANADA | 341,103 | $5.2M | 0.0% | 0.3% | -3.5% |
| 17 | SIT INVESTMENT ASSOCIATES INCNEW | 271,270 | $4.2M | 0.1% | 0.3% | new |
| 18 | STIFEL FINANCIAL CORP | 224,529 | $3.4M | 0.0% | 0.2% | -10.4% |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 177,065 | $2.7M | 0.3% | 0.2% | +12.1% |
| 20 | LPL Financial LLC | 171,681 | $2.6M | 0.0% | 0.2% | -12.4% |
| 21 | OSAIC HOLDINGS, INC. | 145,680 | $2.2M | 0.0% | 0.1% | +6.2% |
| 22 | Karpus Management, Inc. | 117,615 | $1.8M | 0.1% | 0.1% | -0.1% |
| 23 | Rockefeller Capital Management L.P. | 114,378 | $1.8M | 0.0% | 0.1% | -10.1% |
| 24 | OPPENHEIMER & CO INC | 100,113 | $1.5M | 0.0% | 0.1% | +0.9% |
| 25 | EVOLVE PRIVATE WEALTH, LLC | 93,692 | $1.4M | 0.1% | 0.1% | +13.8% |
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.