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, Q4 2025
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Dec 31, 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
- 90
- +6 vs. Q3 2025
- Shares held
- 20.5M
- +905.1K (+4.6%) vs. Q3 2025
- Total value
- $242.0M
- +$3.13M (+1.3%) vs. Q3 2025
- New holders
- 18
- 26 more added
- Sold out
- 12
- 29 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 2,469,105 | $29.1M | 2.17% | −53,772−2.1% | Reduced |
| Morgan Stanley | 2,213,045 | $26.1M | 0.00% | +75,885+3.6% | Added |
| Sit Investment Associates Inc | 2,025,340 | $23.9M | 0.47% | +1,188,021+141.9% | Added |
| Wells Fargo & Company | 1,942,770 | $22.9M | 0.00% | +36,525+1.9% | Added |
| Bank of America Corp | 1,931,495 | $22.8M | 0.00% | −590,506−23.4% | Reduced |
| Raymond James Financial Inc | 1,068,630 | $12.6M | 0.00% | +718,001+204.8% | Added |
| Advisors Asset Management, Inc. | 911,571 | $10.7M | 0.18% | −110,566−10.8% | Reduced |
| HighTower Advisors, LLC | 900,076 | $10.6M | 0.01% | +14,056+1.6% | Added |
| Cresset Asset Management, LLC | 637,602 | $7.56M | 0.03% | +39,726+6.6% | Added |
| UBS Group AG | 489,740 | $5.77M | 0.00% | −1,612−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 454,372 | $5.35M | 0.42% | −85,151−15.8% | Reduced |
| LPL Financial LLC | 335,974 | $3.96M | 0.00% | +57,557+20.7% | Added |
| Integrated Wealth Concepts LLC | 332,233 | $3.91M | 0.05% | −28,710−8.0% | Reduced |
| Pathstone Holdings, LLC | 327,771 | $3.86M | 0.01% | +4,465+1.4% | Added |
| Invesco Ltd. | 296,866 | $3.50M | 0.00% | −65,050−18.0% | Reduced |
| Guggenheim Capital LLC | 278,481 | $3.28M | 0.02% | −60,697−17.9% | Reduced |
| Royal Bank of Canada | 256,453 | $3.02M | 0.00% | −1,362−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 253,401 | $3.00M | 0.14% | −23,622−8.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 253,152 | $2.98M | 0.04% | +253,152 | New |
| Logan Stone Capital, LLC | 202,024 | $2.38M | 0.59% | +202,024 | New |
| City of London Investment Management Co Ltd | 191,182 | $2.25M | 0.17% | +4,928+2.6% | Added |
| Capital Investment Advisors, LLC | 189,062 | $2.23M | 0.03% | −7,818−4.0% | Reduced |
| Robbins Farley LLC | 184,871 | $2.18M | 0.99% | +12,179+7.1% | Added |
| Thrivent Financial for Lutherans | 177,226 | $2.09M | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 167,971 | $1.98M | 0.02% | −8,921−5.0% | Reduced |
| Lalia Capital, LLC | 148,800 | $1.75M | 1.37% | +148,800 | New |
| Shaker Financial Services, LLC | 136,680 | $1.62M | 0.51% | −3,904−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 134,533 | $1.58M | 0.01% | −6,336−4.5% | Reduced |
| Tranquility Partners, LLC | 107,455 | $1.27M | 0.46% | −848−0.8% | Reduced |
| Stifel Financial Corp | 102,881 | $1.21M | 0.00% | −32,154−23.8% | Reduced |
| Cary Street Partners Financial LLC | 88,481 | $1.04M | 0.03% | −11,387−11.4% | Reduced |
| Clear Harbor Asset Management, LLC | 82,570 | $972.7K | 0.07% | +61,442+290.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 78,552 | $925.3K | 0.00% | +16,174+25.9% | Added |
| Quantify Chaos Advisors, LLC | 68,975 | $812.5K | 2.46% | +68,975 | New |
| GWM Advisors LLC | 64,389 | $758.5K | 0.00% | +1,400+2.2% | Added |
| Stolper Co | 60,417 | $712.0K | 0.21% | +1,284+2.2% | Added |
| Lido Advisors, LLC | 56,848 | $691.8K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 55,491 | $653.7K | 0.04% | +55,491 | New |
| First Trust Advisors LP | 53,958 | $635.6K | 0.00% | −69,024−56.1% | Reduced |
| Advisor Group Holdings, Inc. | 52,198 | $614.9K | 0.00% | −28,738−35.5% | Reduced |
| Closed-End Fund Advisors, Inc. | 52,172 | $614.6K | 0.36% | +52,172 | New |
| Wealth Enhancement Advisory Services, LLC | 48,285 | $572.7K | 0.00% | −1,290−2.6% | Reduced |
| Oder Investment Management, LLC | 47,650 | $561.3K | 0.41% | +4,534+10.5% | Added |
| Oppenheimer & Co Inc | 44,020 | $518.6K | 0.01% | +10,676+32.0% | Added |
| Virtus Investment Advisers, Inc. | 42,006 | $494.8K | 0.13% | −13,347−24.1% | Reduced |
| Calamos Advisors LLC | 30,783 | $362.6K | 0.00% | +7,488+32.1% | Added |
| Kingsview Wealth Management, LLC | 29,013 | $341.8K | 0.00% | +3,849+15.3% | Added |
| Davenport & Co LLC | 27,827 | $327.8K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 23,350 | $275.1K | 0.01% | +300+1.3% | Added |
| BTG Pactual Asset Management US LLC | 20,251 | $245.4K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 20,327 | $241.0K | 0.01% | +370+1.9% | Added |
| Readystate Asset Management LP | 20,226 | $238.3K | 0.01% | −4,357−17.7% | Reduced |
| Advisory Services Network, LLC | 19,725 | $232.4K | 0.00% | +30.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $224.7K | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 18,361 | $216.3K | 0.00% | +18,361 | New |
| Essex Financial Services, Inc. | 16,644 | $196.1K | 0.01% | +20.0% | Added |
| Susquehanna International Group, LLP | 16,424 | $193.5K | 0.00% | +16,424 | New |
| Perigon Wealth Management, LLC | 16,349 | $192.6K | 0.00% | −2,575−13.6% | Reduced |
| Ethos Financial Group, LLC | 15,718 | $185.2K | 0.01% | +284+1.8% | Added |
| Sanctuary Advisors, LLC | 13,928 | $164.1K | 0.00% | 00.0% | Unchanged |
| JT Stratford LLC | 13,150 | $154.9K | 0.02% | −340−2.5% | Reduced |
| Janney Montgomery Scott LLC | 11,700 | $138.0K | 0.00% | −36−0.3% | Reduced |
| Nations Financial Group Inc, | 11,686 | $137.7K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 11,509 | $135.6K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,318 | $134.7K | 0.01% | +11,318 | New |
| Spinnaker Investment Group, LLC | 11,428 | $134.6K | 0.02% | −33,513−74.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,400 | $134.3K | 0.04% | +4,000+54.1% | Added |
| XTX Topco Ltd | 11,323 | $133.4K | 0.00% | +11,323 | New |
| M&T Bank Corp | 11,306 | $133.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,167 | $131.5K | 0.08% | 00.0% | Unchanged |
| 1776 Wealth LLC | 10,912 | $128.5K | 0.05% | +10,912 | New |
| Comerica Bank | 10,478 | $123.4K | 0.00% | +2,595+32.9% | Added |
| Cetera Investment Advisers | 10,218 | $120.4K | 0.00% | −22,699−69.0% | Reduced |
| Adalta Capital Management LLC | 10,000 | $118.6K | 0.05% | +10,000 | New |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $117.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,000 | $106.0K | 0.00% | −49,514−84.6% | Reduced |
| Noble Wealth Management PBC | 6,275 | $73.9K | 0.04% | +4,275+213.8% | Added |
| Horrell Capital Management, Inc. | 5,000 | $58.9K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,000 | $35.3K | 0.00% | +3,000 | New |
| Eagle Bay Advisors LLC | 2,800 | $33.2K | 0.02% | +2,800 | New |
| Spire Wealth Management | 2,500 | $29.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,300 | $27.1K | 0.00% | +2,300 | New |
| Ronald Blue Trust, Inc. | 1,950 | $23.0K | 0.00% | +1,950 | New |
| Private Trust Co NA | 1,800 | $21.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 875 | $10.3K | 0.00% | +875 | New |
| Rothschild Investment LLC | 780 | $9.19K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 500 | $5.89K | 0.00% | +500 | New |
| Blue Bell Private Wealth Management, LLC | 205 | $2.42K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.17K | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 10 | $118 | 0.00% | −9−47.4% | Reduced |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −780,984−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,102−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −29,402−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −17,923−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,216−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −10,398−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,238−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −905−100.0% | Sold out |