BlackRock Tech & Priv EqtyBTX
13F holders, Q4 2025 (December 31)97holders +6
20new positions
18sold out
1famous investor
$6.60avg. 13F price*
At the end of Q4 2025, 97 institutions reported holding BlackRock Tech & Priv Eqty (BTX) in their 13F filings, up 6 from Q3 2025. 20 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($48.1M), Lazard Asset Management LLC ($22.3M) and Penserra Capital Management LLC ($19.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock Tech & Priv Eqty
- CUSIP
- 09260Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $33.2M |
| Exits | 18 | $4.6M |
All 13F filers, Q3 2025 → Q4 2025: 9,307,168 shares bought and 1,765,370 shares sold, net +7,541,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Morgan Stanley | 0.00% | Add +36.0% | 7,293,873 | $48.1M |
| Lazard Asset Management LLC | 0.04% | New | 3,378,783 | $22.3M |
| Penserra Capital Management LLC | 0.24% | Add +10.2% | 3,017,237 | $19.9M |
| Invesco Ltd. | 0.00% | Add +13.2% | 1,811,362 | $11.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -31.8% | 916,449 | $6.0M |
| Quantedge Capital Pte Ltd | 2.79% | Add +471.1% | 887,079 | $5.8M |
| Wolverine Asset Management LLC | 0.30% | Add +46.4% | 773,052 | $5.1M |
| Readystate Asset Management LP | 0.35% | Add +102.8% | 686,666 | $4.5M |
| Absolute Investment Advisers, LLC | 0.49% | New | 633,924 | $4.3M |
| UBS Group AG | 0.00% | Reduce -14.1% | 596,389 | $3.9M |
| Matisse Capital | 1.68% | Add +3.6% | 571,000 | $3.8M |
| Z3 Capital Partners, LLC | 0.90% | — | 567,388 | $3.7M |
| Thomas J. Herzfeld Advisors, Inc. | 1.21% | New | 543,195 | $3.6M |
| Advisors Asset Management, Inc. | 0.06% | Add +20.4% | 514,941 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 454,061 | $3.0M |
| Bank of America Corp. | 0.00% | Reduce -29.3% | 417,254 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -17.3% | 384,147 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -12.6% | 330,514 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.4% | 328,501 | $2.2M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Add +86.1% | 240,173 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +54.9% | 239,552 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.3% | 222,520 | $1.5M |
| Shaker Financial Services, LLC | 0.41% | Add +34.9% | 194,268 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +38.0% | 193,411 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +6.1% | 174,020 | $1.1M |
| Quarry LP | 0.19% | New | 170,066 | $1.1M |
| Virtus Investment Advisers, LLC | 0.20% | Reduce -19.0% | 108,899 | $718K |
| LPL Financial LLC | 0.00% | Reduce -34.5% | 93,620 | $617K |
| Sanctuary Advisors, LLC | 0.00% | Add +33.1% | 92,067 | $607K |
| Susquehanna International Group, LLP | 0.00% | Add +119.2% | 90,441 | $596K |
| Stifel Financial Corp. | 0.00% | Reduce -24.1% | 89,439 | $589K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.6% | 81,194 | $535K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 71,896 | $474K |
| Chapin Davis, Inc. | 0.11% | Reduce -25.4% | 69,499 | $458K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.6% | 65,460 | $446K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.0% | 55,731 | $367K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 52,662 | $347K |
| Wells Fargo & Company | 0.00% | Add +29.8% | 40,850 | $269K |
| Indivisible Partners | 0.03% | — | 40,604 | $268K |
| Virtu Financial LLC | 0.01% | New | 39,399 | $260K |
| Choreo, LLC | 0.00% | New | 38,072 | $254K |
| Mariner, LLC | 0.00% | Add +86.6% | 35,162 | $232K |
| Mutual Advisors, LLC | 0.00% | Reduce -8.2% | 33,425 | $220K |
| RFG Advisory, LLC | 0.00% | Add +3.7% | 28,331 | $187K |
| TrueMark Investments, LLC | 0.04% | New | 28,196 | $186K |
| Global Retirement Partners, LLC | 0.00% | New | 26,661 | $176K |
| Citadel Advisors | 0.00% | New | 24,172 | $159K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -50.7% | 23,627 | $156K |
| Merit Financial Group, LLC | 0.00% | Add +97.8% | 23,549 | $155K |
| Evolve Private Wealth, LLC | 0.01% | — | 21,518 | $142K |
| City of London Investment Management Co. Ltd. | 0.01% | New | 21,000 | $138K |
| Lido Advisors, LLC | 0.00% | Add +65.0% | 20,109 | $134K |
| Accredited Investor Services, LLC | 0.09% | New | 19,699 | $130K |
| Modera Wealth Management, LLC | 0.00% | Reduce -19.1% | 19,083 | $126K |
| Kovack Advisors, Inc. | 0.01% | New | 18,809 | $124K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -68.3% | 18,181 | $120K |
| Park Avenue Securities LLC | 0.00% | New | 17,958 | $118K |
| PFG Investments, LLC | 0.01% | Add +1.7% | 17,315 | $114K |
| CreativeOne Wealth, LLC | 0.00% | Add +9.7% | 16,483 | $109K |
| Successful Portfolios LLC | 0.05% | Add +0.7% | 15,475 | $105K |
| Closed-End Fund Advisors, Inc. | 0.06% | — | 15,624 | $103K |
| Tactive Advisors, LLC | 0.03% | Reduce -7.0% | 15,021 | $99K |
| Level Four Advisory Services, LLC | 0.00% | Add +2.6% | 13,987 | $92K |
| David J Yvars Group | 0.05% | Add +0.9% | 13,762 | $91K |
| Silver Oak Securities, Incorporated | 0.01% | New | 13,548 | $90K |
| Cetera Investment Advisers | 0.00% | Reduce -35.5% | 13,378 | $88K |
| City State Bank | 0.02% | No change | 12,913 | $85K |
| &partners | 0.00% | Reduce -15.4% | 12,366 | $81K |
| Amplius Wealth Advisors, LLC | 0.01% | New | 11,845 | $78K |
| Barrett & Company, Inc. | 0.02% | No change | 11,343 | $75K |
| Ignite Planners, LLC | 0.01% | Reduce -16.9% | 11,123 | $74K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +2.4% | 11,067 | $73K |
| International Assets Investment Management, LLC | 0.01% | New | 11,034 | $73K |
| 4WEALTH Advisors, Inc. | 0.06% | No change | 11,021 | $73K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 10,913 | $72K |
| Bank of New York Mellon Corp | 0.00% | No change | 10,778 | $71K |
| NewEdge Wealth, LLC | 0.00% | No change | 10,767 | $71K |
| Susquehanna Advisors Group, Inc. | 0.00% | No change | 10,600 | $70K |
| Sowell Financial Services LLC | 0.00% | Add +1.8% | 10,211 | $67K |
| Plancorp, LLC | 0.00% | No change | 10,000 | $66K |
| Cwm, LLC | 0.00% | Add +1.9% | 9,781 | $64K |
| Comerica Bank | 0.00% | Add +11.5% | 7,876 | $52K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,749 | $38K |
| BlackRock, Inc. | 0.00% | No change | 5,000 | $33K |
| WPG Advisers, LLC | 0.02% | Add +122.8% | 4,546 | $30K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,447 | $16K |
| SageView Advisory Group, LLC | 0.00% | New | 2,040 | $13K |
| Eastern Bank | 0.00% | No change | 1,867 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,250 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.8% | 1,235 | $8K |
| Osbon Capital Management LLC | 0.01% | — | 1,200 | $8K |
| Caldwell Trust Co | 0.00% | Reduce -50.0% | 1,000 | $7K |
| Investors Research Corp | 0.00% | No change | 848 | $6K |
| MAI Capital Management | 0.00% | No change | 684 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $3K |
| SWAN Capital LLC | 0.00% | No change | 340 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 47 | $310 |
"% of holder's portfolio" is BTX's weight in each manager's 13F, not the share of BlackRock Tech & Priv Eqty the manager owns.