Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BTX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10.0M | $66.3M | +37.7% | 8.606% | 0.00% |
| 2 | LAZARD ASSET MANAGEMENT LLC | 3.4M | $22.2M | -0.4% | 2.883% | 0.04% |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.6M | $17.0M | — | 2.202% | 0.85% |
| 4 | Invesco Ltd. | 1.8M | $11.7M | -1.8% | 1.524% | 0.00% |
| 5 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1.5M | $10.2M | +144.4% | 1.328% | 1.20% |
| 6 | Quantedge Capital Pte Ltd | 1.2M | $7.8M | +33.8% | 1.017% | 4.29% |
| 7 | RAYMOND JAMES FINANCIAL INC | 815K | $5.4M | -11.1% | 0.699% | 0.00% |
| 8 | Saba Capital Management, L.P. | 764K | $5.0M | — | 0.655% | 0.17% |
| 9 | Quarry LP | 683K | $4.5M | +301.3% | 0.585% | 0.86% |
| 10 | Matisse Capital | 593K | $3.9M | +3.9% | 0.508% | 1.68% |
| 11 | UBS Group AG | 581K | $3.8M | -2.5% | 0.498% | 0.00% |
| 12 | Z3 Capital Partners, LLC | 551K | $3.6M | — | 0.472% | 0.45% |
| 13 | BANK OF AMERICA CORP /DE/ | 448K | $3.0M | +7.4% | 0.384% | 0.00% |
| 14 | AMERIPRISE FINANCIAL INC | 447K | $2.9M | -1.6% | 0.383% | 0.00% |
| 15 | ROYAL BANK OF CANADA | 372K | $2.5M | -3.0% | 0.319% | 0.00% |
| 16 | Rockefeller Capital Management L.P. | 329K | $2.2M | +0.0% | 0.281% | 0.00% |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 306K | $2.0M | +27.4% | 0.262% | 0.29% |
| 18 | Private Advisor Group, LLC | 292K | $1.9M | +51.1% | 0.250% | 0.01% |
| 19 | Thomas J. Herzfeld Advisors, Inc. | 281K | $1.9M | -48.3% | 0.241% | 0.63% |
| 20 | OPPENHEIMER & CO INC | 217K | $1.4M | -2.3% | 0.186% | 0.02% |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | 213K | $1.4M | -72.5% | 0.182% | 0.02% |
| 22 | MILLENNIUM MANAGEMENT LLC | 165K | $1.1M | — | 0.141% | 0.00% |
| 23 | Quantinno Capital Management LP | 158K | $1.0M | -9.1% | 0.136% | 0.00% |
| 24 | Shaker Financial Services, LLC | 139K | $917K | -28.5% | 0.119% | 0.32% |
| 25 | JANE STREET GROUP, LLC | 115K | $759K | -65.2% | 0.099% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BTX — a direct measure of their conviction.
Filings activity in BTX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 109 | +14% | 18.71% | +4.22 pp | $197M | +29% |
| Q4 2025 | 96 | +9.1% | 14.49% | +4.57 pp | $153M | +46% |
| Q3 2025 | 88 | 24% | 9.92% | 53.06 pp | $105M | 84% |
| Q2 2025 | 116 | +5.5% | 62.98% | +7.01 pp | $664M | +13% |
| Q1 2025 | 110 | +0.0% | 55.97% | 8.28 pp | $590M | 13% |
| Q4 2024 | 110 | +1.9% | 64.25% | +1.95 pp | $677M | +3.1% |
| Q3 2024 | 108 | 6.1% | 62.30% | +2.02 pp | $657M | +3.3% |
| Q2 2024 | 115 | — | 60.28% | — | $635M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BTX stock.
Based on Q1 2026 13F filings, institutional ownership of BlackRock Technology and Private Equity Term Trust stands at 18.7%, held across 109 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of BTX, with approximately 10,044,148 shares worth $0.07B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BTX, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for BTX is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in BTX during Q1 2026, while 18 fully exited. 49 added to existing positions and 29 trimmed.
BTX institutional ownership rose by 4.22 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 78.2% of all reported 13F value in BTX, and the top 25 account for 93.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.