Tamarly Intelligence
Form 13F · BlackRock Health Sciences Term Trust

Who Holds BlackRock Health Sciences Term Trust (BMEZ)? 88 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 88 holders, $243 million in total.

Largest holders

The 88 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
MORGAN STANLEY1,794,694$28 million-7%13F
BANK OF AMERICA CORP /DE/1,400,541$21 million+7%13F
Saba Capital Management, L.P.1,348,202$21 million+78%13F
LAZARD ASSET MANAGEMENT LLC1,332,867$20 million+114%13F
RAYMOND JAMES FINANCIAL INC1,105,575$17 million+15%13F
UBS Group AG1,064,856$16 million+6%13F
Invesco Ltd.885,405$14 million-9%13F
RIVERNORTH CAPITAL MANAGEMENT, LLC873,816$13 million+8%13F
WELLS FARGO & COMPANY/MN780,232$12 million+0%13F
Almitas Capital LLC507,095$8 million+0%13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD503,273$8 million+0%13F
Atlas Wealth LLC499,696$8 millionNew13F
1607 Capital Partners, LLC442,213$7 million-14%13F
Z3 Capital Partners, LLC393,512$6 million+7%13F
ROYAL BANK OF CANADA341,103$5 million-4%13F
STIFEL FINANCIAL CORP224,529$3 million-10%13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC177,065$3 million+12%13F
LPL Financial LLC171,681$3 million-12%13F
OSAIC HOLDINGS, INC.145,680$2 million+6%13F
Karpus Management, Inc.117,615$2 million0%13F
Rockefeller Capital Management L.P.114,378$2 million-10%13F
RFG Advisory, LLC8,068$2 million-68%13F
OPPENHEIMER & CO INC100,113$2 million+1%13F
EVOLVE PRIVATE WEALTH, LLC93,692$1 million+14%13F
TrueMark Investments, LLC88,556$1 million+50%13F
&PARTNERS85,761$1 million-2%13F
Apollon Wealth Management, LLC70,019$1 million+16%13F
Summit Financial, LLC69,375$1 million+10%13F
Indivisible Partners65,667$1 million-9%13F
Calamos Advisors LLC55,243$847,980+7%13F
Quantinno Capital Management LP54,746$840,364New13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP49,515$760,055-42%13F
Maridea Wealth Management LLC47,049$722,199+9%13F
Kestra Advisory Services, LLC42,765$656,443-31%13F
Quantedge Capital Pte Ltd40,654$624,039-70%13F
NWF Advisory Services Inc.40,473$621,263+0%13F
Adalta Capital Management LLC37,080$569,178New13F
XTX Topco Ltd35,424$543,758+54%13F
Private Advisor Group, LLC31,962$490,614+9%13F
Corient Private Wealth LP30,442$467,285New13F
PMG Family Office LLC30,344$465,780+7%13F
JANE STREET GROUP, LLC29,775$457,046New13F
CSS LLC/IL28,796$442,019-30%13F
MILLENNIUM MANAGEMENT LLC27,883$428,004-57%13F
AMERIPRISE FINANCIAL INC27,544$422,801+10%13F
CHAPIN DAVIS, INC.26,454$406,070+2%13F
SeaCrest Wealth Management, LLC23,447$359,911-12%13F
Live Oak Private Wealth LLC22,450$344,608+0%13F
Left Brain Wealth Management, LLC20,544$315,345+0%13F
DAVENPORT & Co LLC19,480$299,018+23%13F
CITADEL ADVISORS LLC15,445$237,081New13F
B. Riley Wealth Advisors, Inc.15,105$231,554+1%13F
INSIGNEO ADVISORY SERVICES, LLC14,988$230,061-14%13F
KAVAR CAPITAL PARTNERS GROUP, LLC14,250$218,738+0%13F
Evolution Wealth Advisors, LLC14,240$218,584+0%13F
Steward Partners Investment Advisory, LLC14,166$217,444-13%13F
Kathmere Capital Management, LLC13,723$210,648+8%13F
Cetera Investment Advisers11,995$184,121New13F
Stablepoint Partners, LLC11,262$172,872-6%13F
INDEPENDENT FINANCIAL GROUP, LLC10,905$167,399New13F
Csenge Advisory Group10,656$163,570+6%13F
KINGSWOOD WEALTH ADVISORS, LLC10,516$161,427-10%13F
SPIREPOINT PRIVATE CLIENT, LLC10,436$160,193+0%13F
FIFTH THIRD BANCORP9,920$152,272+0%13F
Clearstead Advisors, LLC6,666$102,319+1%13F
HARBOUR INVESTMENTS, INC.6,295$96,628+0%13F
BlackRock, Inc.5,000$76,750+0%13F
Integrated Wealth Concepts LLC3,012$46,234New13F
SOA Wealth Advisors, LLC.44,806$44,806New13F
Estabrook Capital Management2,855$43,824+2%13F
Nova Wealth Management, Inc.2,615$40,140+0%13F
BOKF, NA2,500$38,375New13F
PNC Financial Services Group, Inc.2,420$37,147+0%13F
SALEM INVESTMENT COUNSELORS INC2,250$34,538+0%13F
Larson Financial Group LLC2,220$34,077+0%13F
SouthState Bank Corp2,000$30,700+0%13F
Pinnacle Bancorp, Inc.2,000$30,700New13F
CoreCap Advisors, LLC1,000$15,350+0%13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO600$9,210-89%13F
Ancora Advisors LLC600$9,210-11%13F
Farther Finance Advisors, LLC545$8,366+0%13F
Penserra Capital Management LLC516,073$7,921+4%13F
Institute for Wealth Management, LLC.450$6,908New13F
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$4,605+0%13F
SIT INVESTMENT ASSOCIATES INC271,270$4,164New13F
Strategic Wealth Partners, Ltd.100$1,535+0%13F
ASSETMARK, INC47$721+0%13F
Janney Montgomery Scott LLC26,269$403-7%13F

Questions and answers

How many institutions hold BlackRock Health Sciences Term Trust?
88 managers reported BlackRock Health Sciences Term Trust on Form 13F for the quarter ended 30 June 2026, against 88 the quarter before.
Who is the largest institutional holder of BlackRock Health Sciences Term Trust?
MORGAN STANLEY, with 1,794,694 shares worth $28 million on its 13F for Q2 2026.
How many institutions bought or sold out of BlackRock Health Sciences Term Trust in Q2 2026?
14 managers reported a new position and 14 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock Health Sciences Term Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-health-sciences-term-trust, built from SEC EDGAR.

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Who Holds BlackRock Health Sciences Term Trust (BMEZ)? 88 Institutional Holders, Q2 2026 | Tamarly