Who owns BlackRock Technology and Private Equity Term Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BTX from SEC Form 13F filings across 119 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, 119 institutions disclosed 34.2M shares of BlackRock Technology and Private Equity Term Trust worth $308.7M — about 29.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
119
13F holders
$308.7M
value, 2026 filers
29.3%
of shares outstanding (34.2M sh)
28
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 BTX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10.7M | $96.2M | 0.0% | 9.1% | +6.0% |
| 2 | LAZARD ASSET MANAGEMENT LLC | 4.4M | $39.6M | 0.1% | 3.8% | +30.2% |
| 3 | Saba Capital Management, L.P. | 3.1M | $28.1M | 0.7% | 2.7% | +307.8% |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.7M | $24.7M | 1.2% | 2.3% | +6.5% |
| 5 | Invesco Ltd. | 1.8M | $16.6M | 0.0% | 1.6% | +3.2% |
| 6 | Penserra Capital Management LLC | 1.1M | $10.2M | 0.1% | 1% | +4.0% |
| 7 | Advisors Asset Management, Inc. | 810,188 | $7.3M | 0.1% | 0.7% | +13.2% |
| 8 | RAYMOND JAMES FINANCIAL INC | 778,442 | $7.0M | 0.0% | 0.7% | -4.5% |
| 9 | Atlas Wealth LLCNEW | 646,261 | $5.8M | 0.8% | 0.6% | new |
| 10 | Z3 Capital Partners, LLC | 628,692 | $5.7M | 1.2% | 0.5% | +14.2% |
| 11 | UBS Group AG | 600,373 | $5.4M | 0.0% | 0.5% | +3.3% |
| 12 | Thomas J. Herzfeld Advisors, Inc. | 515,402 | $4.7M | 1.4% | 0.4% | +83.6% |
| 13 | Quantedge Capital Pte Ltd | 513,279 | $4.6M | 3.5% | 0.4% | -56.8% |
| 14 | Rockefeller Capital Management L.P. | 473,264 | $4.3M | 0.0% | 0.4% | +44.0% |
| 15 | BANK OF AMERICA CORP /DE/ | 439,767 | $4.0M | 0.0% | 0.4% | -1.8% |
| 16 | NewEdge Advisors, LLC | 414,875 | $3.7M | 0.0% | 0.4% | +114.4% |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 374,103 | $3.4M | 0.4% | 0.3% | +22.2% |
| 18 | ROYAL BANK OF CANADA | 358,183 | $3.2M | 0.0% | 0.3% | -3.8% |
| 19 | AMERIPRISE FINANCIAL INC | 335,618 | $3.0M | 0.0% | 0.3% | -24.9% |
| 20 | OPPENHEIMER & CO INC | 223,321 | $2.0M | 0.0% | 0.2% | +2.7% |
| 21 | Senvest Management, LLCNEW | 200,000 | $1.8M | 0.1% | 0.2% | new |
| 22 | JANE STREET GROUP, LLC | 174,363 | $1.6M | 0.0% | 0.1% | +51.5% |
| 23 | Quantinno Capital Management LP | 145,093 | $1.3M | 0.0% | 0.1% | -8.3% |
| 24 | LPL Financial LLC | 138,908 | $1.3M | 0.0% | 0.1% | +62.3% |
| 25 | Steward Partners Investment Advisory, LLC | 132,839 | $1.2M | 0.0% | 0.1% | +403.2% |
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.