BlackRock Tech & Priv EqtyBTX
13F holders, Q1 2026 (March 31)109holders +12
28new positions
14sold out
1famous investor
$6.60avg. 13F price*
At the end of Q1 2026, 109 institutions reported holding BlackRock Tech & Priv Eqty (BTX) in their 13F filings, up 12 from Q4 2025. 28 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($66.3M), Lazard Asset Management LLC ($22.2M) and Rivernorth Capital Management, LLC ($17.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- BlackRock Tech & Priv Eqty
- CUSIP
- 09260Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $25.5M |
| Exits | 14 | $6.4M |
All 13F filers, Q4 2025 → Q1 2026: 8,947,351 shares bought and 4,366,045 shares sold, net +4,581,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Morgan Stanley | 0.00% | Add +37.7% | 10,044,148 | $66.3M |
| Lazard Asset Management LLC | 0.04% | Reduce -0.4% | 3,364,475 | $22.2M |
| Rivernorth Capital Management, LLC | 0.85% | New | 2,570,038 | $17.0M |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 1,778,169 | $11.7M |
| Absolute Investment Advisers, LLC | 1.20% | Add +144.4% | 1,549,398 | $10.2M |
| Quantedge Capital Pte Ltd | 4.29% | Add +33.8% | 1,187,179 | $7.8M |
| Penserra Capital Management LLC | 0.08% | Reduce -64.0% | 1,085,343 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.1% | 815,175 | $5.4M |
| Saba Capital Management, L.P. | 0.16% | New | 764,197 | $5.0M |
| Advisors Asset Management, Inc. | 0.08% | Add +39.0% | 715,938 | $4.7M |
| Quarry LP | 0.93% | Add +301.3% | 682,532 | $4.5M |
| Matisse Capital | 1.68% | Add +3.9% | 593,000 | $3.9M |
| UBS Group AG | 0.00% | Reduce -2.5% | 581,214 | $3.8M |
| Z3 Capital Partners, LLC | 0.92% | Reduce -3.0% | 550,559 | $3.6M |
| Bank of America Corp. | 0.00% | Add +7.4% | 447,999 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 446,783 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 372,470 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 328,586 | $2.2M |
| Blue Bell Private Wealth Management, LLC | 0.29% | Add +27.4% | 306,083 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +51.1% | 292,211 | $1.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.63% | Reduce -48.3% | 280,753 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.3% | 217,382 | $1.4M |
| Wolverine Asset Management LLC | 0.07% | Reduce -72.5% | 212,686 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.2% | 193,504 | $1.3M |
| Millennium Management | 0.00% | New | 164,835 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Reduce -9.1% | 158,168 | $1.0M |
| Shaker Financial Services, LLC | 0.32% | Reduce -28.5% | 138,908 | $917K |
| Jane Street Group, LLC | 0.00% | Reduce -65.2% | 115,075 | $759K |
| HighTower Advisors, LLC | 0.00% | Add +44.5% | 103,852 | $685K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.2% | 93,133 | $615K |
| LPL Financial LLC | 0.00% | Reduce -8.6% | 85,585 | $565K |
| Virtus Investment Advisers, LLC | 0.15% | Reduce -22.6% | 84,306 | $556K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.9% | 77,892 | $514K |
| Chapin Davis, Inc. | 0.11% | Add +7.3% | 74,548 | $492K |
| Osaic Holdings, Inc. | 0.00% | Add +32.2% | 69,616 | $459K |
| Stifel Financial Corp. | 0.00% | Reduce -29.7% | 62,866 | $415K |
| Wedbush Securities Inc. | 0.01% | Add +11.5% | 62,160 | $410K |
| Choreo, LLC | 0.00% | Add +58.6% | 60,375 | $398K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -8.2% | 60,089 | $397K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +182.8% | 51,419 | $339K |
| Indivisible Partners | 0.03% | Add +12.6% | 45,701 | $302K |
| XTX Topco Ltd | 0.00% | New | 35,321 | $233K |
| CENTRAL TRUST Co | 0.00% | New | 35,200 | $232K |
| Merit Financial Group, LLC | 0.00% | Add +45.3% | 34,213 | $226K |
| Accredited Investor Services, LLC | 0.14% | Add +66.4% | 32,781 | $216K |
| TrueMark Investments, LLC | 0.04% | Add +5.4% | 29,708 | $196K |
| Mariner, LLC | 0.00% | Reduce -13.4% | 30,445 | $191K |
| CSS LLC | 0.03% | New | 28,700 | $189K |
| RFG Advisory, LLC | 0.00% | No change | 28,331 | $187K |
| Evolve Private Wealth, LLC | 0.01% | Add +26.4% | 27,195 | $179K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.7% | 26,397 | $174K |
| Punch & Associates Investment Management, Inc. | 0.01% | New | 24,905 | $164K |
| Wells Fargo & Company | 0.00% | Reduce -39.6% | 24,663 | $163K |
| Cetera Investment Advisers | 0.00% | Add +64.5% | 22,004 | $145K |
| Closed-End Fund Advisors, Inc. | 0.15% | Add +40.7% | 21,983 | $145K |
| Commonwealth Equity Services, LLC | 0.00% | New | 21,919 | $145K |
| Advisory Services Network, LLC | 0.00% | New | 20,368 | $134K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 20,086 | $133K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 19,772 | $130K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 19,772 | $130K |
| Kovack Advisors, Inc. | 0.01% | No change | 18,809 | $127K |
| PFG Investments, LLC | 0.01% | Add +7.7% | 18,655 | $123K |
| Westwood Holdings Group Inc. | 0.00% | New | 18,300 | $121K |
| Silver Oak Securities, Incorporated | 0.01% | Add +26.5% | 17,135 | $113K |
| Creative Planning | 0.00% | New | 16,962 | $112K |
| CreativeOne Wealth, LLC | 0.00% | Add +0.2% | 16,522 | $109K |
| Samalin Investment Counsel, LLC | 0.04% | New | 16,366 | $108K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +44.5% | 15,772 | $104K |
| City of London Investment Management Co. Ltd. | 0.01% | Reduce -29.1% | 14,900 | $98K |
| Successful Portfolios LLC | 0.05% | Reduce -1.3% | 15,275 | $97K |
| Level Four Advisory Services, LLC | 0.00% | Add +2.5% | 14,337 | $95K |
| Occidental Asset Management, LLC | 0.01% | New | 14,078 | $93K |
| David J Yvars Group | 0.05% | Reduce -0.5% | 13,689 | $90K |
| Delta Investment Management, LLC | 0.02% | New | 13,250 | $87K |
| Tactive Advisors, LLC | 0.02% | Reduce -12.7% | 13,115 | $87K |
| City State Bank | 0.02% | No change | 12,913 | $85K |
| PCM Encore, LLC | 0.02% | New | 12,087 | $80K |
| Moors & Cabot, Inc. | 0.00% | New | 12,000 | $79K |
| Barrett & Company, Inc. | 0.03% | No change | 11,343 | $75K |
| &partners | 0.00% | Reduce -9.5% | 11,189 | $74K |
| King Luther Capital Management Corp. | 0.00% | New | 11,063 | $73K |
| Plancorp, LLC | 0.00% | No change | 10,000 | $72K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 10,900 | $72K |
| NewEdge Wealth, LLC | 0.00% | No change | 10,767 | $71K |
| Susquehanna Advisors Group, Inc. | 0.00% | No change | 10,600 | $70K |
| SouthState Bank Corp | 0.00% | New | 10,413 | $69K |
| Sowell Financial Services LLC | 0.00% | Add +1.8% | 10,397 | $69K |
| Ignite Planners, LLC | 0.01% | Reduce -7.5% | 10,286 | $68K |
| Baxter Bros Inc. | 0.01% | New | 10,000 | $66K |
| Cwm, LLC | 0.00% | Add +2.0% | 9,974 | $66K |
| Fifth Third Bancorp | 0.00% | New | 8,658 | $57K |
| BlackRock, Inc. | 0.00% | Add +48.9% | 7,443 | $49K |
| WPG Advisers, LLC | 0.03% | Add +55.2% | 7,055 | $47K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,447 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +63.1% | 2,039 | $13K |
| Eastern Bank | 0.00% | No change | 1,867 | $12K |
| US Bancorp \de | 0.00% | New | 1,500 | $10K |
| Clark Wealth Partners | 0.01% | New | 1,340 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,235 | $8K |
| Osbon Capital Management LLC | 0.01% | Add +2.4% | 1,229 | $8K |
"% of holder's portfolio" is BTX's weight in each manager's 13F, not the share of BlackRock Tech & Priv Eqty the manager owns.