Blackstone Strategic Credit 2027 Term Fund
BGB- Exchange
- NYSE
- SEC CIK
- 0001546429
No open-market purchases or sales by Blackstone Strategic Credit 2027 Term Fund insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $257.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 86
- +6 vs. Q1 2026
- Shares held
- 22.8M
- +1.69M (+8.0%) vs. Q1 2026
- Total value
- $257.7M
- +$22.5M (+9.6%) vs. Q1 2026
- New holders
- 13
- 28 more added
- Sold out
- 7
- 27 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BGB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $257.7M |
| Q1 2026 | 81 | $235.2M |
| Q4 2025 | 90 | $242.0M |
| Q3 2025 | 85 | $239.0M |
| Q2 2025 | 80 | $237.3M |
| Q1 2025 | 81 | $241.2M |
| Q4 2024 | 90 | $247.9M |
| Q3 2024 | 91 | $246.6M |
| Q2 2024 | 93 | $266.4M |
| Q1 2024 | 92 | $255.2M |
| Q4 2023 | 100 | $249.8M |
| Q3 2023 | 99 | $261.1M |
| Q2 2023 | 97 | $253.1M |
| Q1 2023 | 93 | $245.4M |
| Q4 2022 | 97 | $241.1M |
| Q3 2022 | 89 | $219.0M |
| Q2 2022 | 88 | $224.7M |
| Q1 2022 | 81 | $249.1M |
| Q4 2021 | 88 | $256.7M |
| Q3 2021 | 78 | $265.4M |
| Q2 2021 | 74 | $274.1M |
| Q1 2021 | 77 | $262.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,635,425 | $41.1M | 0.78% | +882,292+32.0% | Added |
| Morgan Stanley | 2,536,491 | $28.7M | 0.00% | +312,287+14.0% | Added |
| Coastal Bridge Advisors, LLC | 2,259,024 | $25.5M | 1.58% | −192,476−7.9% | Reduced |
| Wells Fargo & Company | 1,760,729 | $19.9M | 0.00% | −106,794−5.7% | Reduced |
| Bank of America Corp | 1,657,405 | $18.7M | 0.00% | −316,506−16.0% | Reduced |
| Raymond James Financial Inc | 1,144,384 | $12.9M | 0.00% | −14,416−1.2% | Reduced |
| Atlas Wealth LLC | 939,961 | $10.6M | 1.51% | +939,961 | New |
| HighTower Advisors, LLC | 934,510 | $10.6M | 0.01% | +23,472+2.6% | Added |
| Cresset Asset Management, LLC | 722,558 | $8.16M | 0.03% | +44,376+6.5% | Added |
| Advisors Asset Management, Inc. | 591,684 | $6.69M | 0.10% | −248,345−29.6% | Reduced |
| UBS Group AG | 502,174 | $5.67M | 0.00% | +9,219+1.9% | Added |
| Loomis Sayles & Co L P | 497,855 | $5.63M | 0.01% | +68,337+15.9% | Added |
| Transcend Wealth Collective, LLC | 438,553 | $4.96M | 0.34% | −1,944−0.4% | Reduced |
| LPL Financial LLC | 417,101 | $4.71M | 0.00% | +40,951+10.9% | Added |
| Pathstone Holdings, LLC | 331,531 | $3.75M | 0.01% | +1,861+0.6% | Added |
| Logan Stone Capital, LLC | 323,899 | $3.66M | 0.77% | +2,697+0.8% | Added |
| Guggenheim Capital LLC | 278,123 | $3.14M | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 269,895 | $3.05M | 0.02% | −18,113−6.3% | Reduced |
| Robbins Farley LLC | 241,957 | $2.73M | 1.05% | +28,279+13.2% | Added |
| Vestmark Advisory Solutions, Inc. | 234,528 | $2.65M | 0.02% | −28,256−10.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 234,122 | $2.65M | 0.05% | −28,498−10.9% | Reduced |
| Invesco Ltd. | 189,997 | $2.15M | 0.00% | −60,941−24.3% | Reduced |
| Merit Financial Group, LLC | 161,119 | $1.82M | 0.01% | −9,249−5.4% | Reduced |
| Thrivent Financial for Lutherans | 155,716 | $1.76M | 0.00% | −8,000−4.9% | Reduced |
| Capital Investment Advisors, LLC | 153,574 | $1.74M | 0.02% | −3,789−2.4% | Reduced |
| Almitas Capital LLC | 144,834 | $1.64M | 0.39% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 142,157 | $1.61M | 0.00% | +142,157 | New |
| Thomas J. Herzfeld Advisors, Inc. | 112,665 | $1.27M | 0.39% | +112,665 | New |
| Jane Street Group, LLC | 105,228 | $1.19M | 0.00% | +105,228 | New |
| Quantify Chaos Advisors, LLC | 103,629 | $1.17M | 3.30% | +1,333+1.3% | Added |
| Royal Bank of Canada | 101,807 | $1.15M | 0.00% | +97+0.1% | Added |
| Stifel Financial Corp | 100,602 | $1.14M | 0.00% | +3,851+4.0% | Added |
| Tranquility Partners, LLC | 85,313 | $964.0K | 0.33% | −17,766−17.2% | Reduced |
| Clear Harbor Asset Management, LLC | 85,305 | $963.9K | 0.06% | −765−0.9% | Reduced |
| CSS LLC | 82,787 | $935.5K | 0.04% | +10,600+14.7% | Added |
| Cary Street Partners Financial LLC | 70,378 | $795.3K | 0.02% | −8,538−10.8% | Reduced |
| Stolper Co | 64,513 | $729.0K | 0.19% | +38,582+148.8% | Added |
| Oppenheimer & Co Inc | 60,692 | $685.8K | 0.01% | +8,179+15.6% | Added |
| Icon Advisers Inc | 60,067 | $678.8K | 0.13% | +60,067 | New |
| Advisor Group Holdings, Inc. | 55,332 | $625.3K | 0.00% | +20,614+59.4% | Added |
| GWM Advisors LLC | 55,084 | $622.5K | 0.00% | −1,900−3.3% | Reduced |
| Closed-End Fund Advisors, Inc. | 52,645 | $594.9K | 0.58% | −396−0.7% | Reduced |
| Oder Investment Management, LLC | 48,984 | $553.5K | 0.37% | +679+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,585 | $492.9K | 0.00% | −2,200−4.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,924 | $462.4K | 0.00% | +307+0.8% | Added |
| Calamos Advisors LLC | 37,439 | $423.1K | 0.00% | +2,496+7.1% | Added |
| HRT Financial LP | 36,497 | $412.0K | 0.00% | +36,497 | New |
| Kingsview Wealth Management, LLC | 34,367 | $388.3K | 0.00% | +27+0.1% | Added |
| Moors & Cabot, Inc. | 28,600 | $323.2K | 0.01% | +1,375+5.1% | Added |
| Davenport & Co LLC | 27,827 | $314.4K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 27,575 | $311.6K | 0.08% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 27,390 | $309.5K | 0.07% | −7,785−22.1% | Reduced |
| BTG Pactual Asset Management US LLC | 26,375 | $298.0K | 0.02% | −2,848−9.7% | Reduced |
| Snowden Capital Advisors LLC | 20,138 | $227.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,597 | $221.4K | 0.00% | −18−0.1% | Reduced |
| City of London Investment Management Co Ltd | 17,779 | $200.9K | 0.01% | −100,887−85.0% | Reduced |
| Susquehanna International Group, LLP | 17,362 | $196.2K | 0.00% | +4,367+33.6% | Added |
| Ethos Financial Group, LLC | 17,222 | $194.6K | 0.01% | +1,504+9.6% | Added |
| Essex Financial Services, Inc. | 16,649 | $188.1K | 0.01% | +30.0% | Added |
| XTX Topco Ltd | 15,520 | $175.4K | 0.00% | +15,520 | New |
| RSM US Wealth Management LLC | 15,099 | $170.6K | 0.00% | +15,099 | New |
| Sierra Summit Advisors LLC | 14,109 | $159.4K | 0.02% | +14,109 | New |
| Rockefeller Capital Management L.P. | 14,073 | $159.0K | 0.00% | +5,073+56.4% | Added |
| Sanctuary Advisors, LLC | 13,226 | $149.5K | 0.00% | −970−6.8% | Reduced |
| Keystone Financial Group | 12,059 | $136.3K | 0.01% | +950+8.6% | Added |
| Nations Financial Group Inc, | 11,686 | $132.1K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,555 | $130.6K | 0.00% | +11,555 | New |
| M&T Bank Corp | 11,306 | $127.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,257 | $127.2K | 0.00% | +636+6.0% | Added |
| Melfa Wealth Management, LLC | 11,167 | $126.2K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,093 | $125.0K | 0.00% | +11,093 | New |
| 1776 Wealth LLC | 10,912 | $123.3K | 0.04% | 00.0% | Unchanged |
| JT Stratford LLC | 10,175 | $115.0K | 0.01% | −2,240−18.0% | Reduced |
| Evolve Private Wealth, LLC | 10,145 | $114.6K | 0.01% | +10,145 | New |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,600 | $108.5K | 0.00% | −500−5.0% | Reduced |
| Horrell Capital Management, Inc. | 5,000 | $56.5K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,170 | $47.1K | 0.01% | −7,230−63.4% | Reduced |
| Spire Wealth Management | 2,500 | $28.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,950 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $20.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 780 | $8.81K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 600 | $6.78K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 350 | $3.96K | 0.00% | +350 | New |
| Blue Bell Private Wealth Management, LLC | 205 | $2.32K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −56,848−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −13,918−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,263−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −12,842−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,855−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sofos Investments, Inc. | – | – | – | – | Not filed |