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, Q3 2025
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Sep 30, 2025. 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
- 85
- +5 vs. Q2 2025
- Shares held
- 19.6M
- +60.4K (+0.3%) vs. Q2 2025
- Total value
- $239.0M
- +$1.70M (+0.7%) vs. Q2 2025
- New holders
- 10
- 29 more added
- Sold out
- 5
- 25 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 2,522,877 | $30.7M | 2.33% | −369,326−12.8% | Reduced |
| Bank of America Corp | 2,522,001 | $30.7M | 0.00% | +47,039+1.9% | Added |
| Morgan Stanley | 2,137,160 | $26.0M | 0.00% | +59,986+2.9% | Added |
| Wells Fargo & Company | 1,906,245 | $23.2M | 0.00% | +77,277+4.2% | Added |
| Advisors Asset Management, Inc. | 1,022,137 | $12.4M | 0.21% | +43,915+4.5% | Added |
| HighTower Advisors, LLC | 886,020 | $10.8M | 0.01% | −2,783−0.3% | Reduced |
| Sit Investment Associates Inc | 837,319 | $10.2M | 0.21% | +89,890+12.0% | Added |
| Commonwealth Equity Services, LLC | 780,984 | $9.51M | 0.01% | +11,200+1.5% | Added |
| Cresset Asset Management, LLC | 597,876 | $7.28M | 0.03% | +258,948+76.4% | Added |
| Transcend Wealth Collective, LLC | 539,523 | $6.57M | 0.46% | +257,381+91.2% | Added |
| UBS Group AG | 491,352 | $5.98M | 0.00% | +41,748+9.3% | Added |
| Invesco Ltd. | 361,916 | $4.40M | 0.00% | +1,201+0.3% | Added |
| Integrated Wealth Concepts LLC | 360,943 | $4.39M | 0.04% | −26,661−6.9% | Reduced |
| Raymond James Financial Inc | 350,629 | $4.27M | 0.00% | +44,888+14.7% | Added |
| Guggenheim Capital LLC | 339,178 | $4.13M | 0.03% | −60,028−15.0% | Reduced |
| Pathstone Holdings, LLC | 323,306 | $3.93M | 0.02% | −778,545−70.7% | Reduced |
| LPL Financial LLC | 278,417 | $3.39M | 0.00% | +4,905+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 277,023 | $3.37M | 0.23% | +277,023 | New |
| Royal Bank of Canada | 257,815 | $3.14M | 0.00% | −11,419−4.2% | Reduced |
| Capital Investment Advisors, LLC | 196,880 | $2.40M | 0.04% | −3,704−1.8% | Reduced |
| City of London Investment Management Co Ltd | 186,254 | $2.27M | 0.17% | −48,776−20.8% | Reduced |
| Thrivent Financial for Lutherans | 177,226 | $2.16M | 0.00% | −9,000−4.8% | Reduced |
| Merit Financial Group, LLC | 176,892 | $2.15M | 0.02% | −23,511−11.7% | Reduced |
| Robbins Farley LLC | 172,692 | $2.10M | 0.87% | +46,295+36.6% | Added |
| Steward Partners Investment Advisory, LLC | 140,869 | $1.71M | 0.01% | −82−0.1% | Reduced |
| Shaker Financial Services, LLC | 140,584 | $1.71M | 0.59% | −198−0.1% | Reduced |
| Stifel Financial Corp | 135,035 | $1.64M | 0.00% | +19,345+16.7% | Added |
| First Trust Advisors LP | 122,982 | $1.50M | 0.00% | +16,056+15.0% | Added |
| Tranquility Partners, LLC | 108,303 | $1.32M | 0.45% | −3,193−2.9% | Reduced |
| Cary Street Partners Financial LLC | 99,868 | $1.22M | 0.03% | +390.0% | Added |
| Advisor Group Holdings, Inc. | 80,936 | $992.4K | 0.00% | −4,011−4.7% | Reduced |
| GWM Advisors LLC | 62,989 | $766.6K | 0.00% | −400−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 62,378 | $759.1K | 0.00% | +16,322+35.4% | Added |
| Stolper Co | 59,133 | $720.0K | 0.22% | −184−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 58,514 | $712.1K | 0.00% | −16,995−22.5% | Reduced |
| Lido Advisors, LLC | 56,848 | $691.8K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 55,353 | $673.6K | 0.19% | +55,353 | New |
| Wealth Enhancement Advisory Services, LLC | 49,575 | $594.4K | 0.00% | +1,305+2.7% | Added |
| HRT Financial LP | 45,102 | $548.0K | 0.00% | +45,102 | New |
| Spinnaker Investment Group, LLC | 44,941 | $546.9K | 0.10% | +44,941 | New |
| Oder Investment Management, LLC | 43,116 | $524.7K | 0.38% | +7,083+19.7% | Added |
| Oppenheimer & Co Inc | 33,344 | $405.8K | 0.00% | +7,055+26.8% | Added |
| Cetera Investment Advisers | 32,917 | $400.6K | 0.00% | +4,291+15.0% | Added |
| Envestnet Asset Management Inc | 29,402 | $357.8K | 0.00% | +1,510+5.4% | Added |
| Davenport & Co LLC | 27,827 | $338.7K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 25,164 | $306.2K | 0.00% | +1,001+4.1% | Added |
| Readystate Asset Management LP | 24,583 | $299.2K | 0.01% | −81,215−76.8% | Reduced |
| Calamos Advisors LLC | 23,295 | $283.5K | 0.00% | +4,160+21.7% | Added |
| Moors & Cabot, Inc. | 23,050 | $280.5K | 0.01% | +1,925+9.1% | Added |
| Clear Harbor Asset Management, LLC | 21,128 | $257.1K | 0.02% | −80−0.4% | Reduced |
| BTG Pactual Asset Management US LLC | 20,251 | $245.4K | 0.03% | −628−3.0% | Reduced |
| Snowden Capital Advisors LLC | 19,957 | $242.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,722 | $240.0K | 0.00% | −3,000−13.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $232.1K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,924 | $230.3K | 0.00% | −4,295−18.5% | Reduced |
| Catalina Capital Group, LLC | 17,923 | $218.1K | 0.13% | +17,923 | New |
| Essex Financial Services, Inc. | 16,642 | $202.5K | 0.01% | +20.0% | Added |
| Ethos Financial Group, LLC | 15,434 | $187.8K | 0.01% | +15,434 | New |
| Jane Street Group, LLC | 15,216 | $185.2K | 0.00% | +15,216 | New |
| Sanctuary Advisors, LLC | 13,928 | $169.5K | 0.00% | −226−1.6% | Reduced |
| JT Stratford LLC | 13,490 | $164.2K | 0.02% | +3,285+32.2% | Added |
| Wetherby Asset Management Inc | 12,500 | $152.1K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,736 | $143.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,686 | $142.2K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 11,509 | $140.1K | 0.01% | −50−0.4% | Reduced |
| M&T Bank Corp | 11,306 | $137.6K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,167 | $135.9K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,398 | $126.5K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,238 | $124.6K | 0.00% | −6,700−39.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $121.7K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 7,883 | $95.9K | 0.00% | +586+8.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,400 | $90.1K | 0.04% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5,000 | $60.9K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,400 | $53.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $30.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,110 | $26.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,000 | $24.3K | 0.01% | +2,000 | New |
| Private Trust Co NA | 1,800 | $21.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 905 | $11.0K | 0.00% | +905 | New |
| Rothschild Investment LLC | 780 | $9.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 400 | $4.87K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 396 | $4.81K | 0.00% | +396 | New |
| Blue Bell Private Wealth Management, LLC | 205 | $2.50K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.21K | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 19 | $231 | 0.00% | +1+5.6% | Added |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −10,722−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |