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, Q1 2026
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Mar 31, 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
- 81
- −8 vs. Q4 2025
- Shares held
- 21.1M
- +599.1K (+2.9%) vs. Q4 2025
- Total value
- $235.2M
- −$6.65M (−2.7%) vs. Q4 2025
- New holders
- 6
- 29 more added
- Sold out
- 14
- 27 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,753,133 | $30.7M | 0.62% | +727,793+35.9% | Added |
| Coastal Bridge Advisors, LLC | 2,451,500 | $27.3M | 1.94% | −17,605−0.7% | Reduced |
| Morgan Stanley | 2,224,204 | $24.8M | 0.00% | +11,159+0.5% | Added |
| Bank of America Corp | 1,973,911 | $22.0M | 0.00% | +42,416+2.2% | Added |
| Wells Fargo & Company | 1,867,523 | $20.8M | 0.00% | −75,247−3.9% | Reduced |
| Raymond James Financial Inc | 1,158,800 | $12.9M | 0.00% | +90,170+8.4% | Added |
| HighTower Advisors, LLC | 911,038 | $10.2M | 0.01% | +10,962+1.2% | Added |
| Advisors Asset Management, Inc. | 840,029 | $9.37M | 0.16% | −71,542−7.8% | Reduced |
| Cresset Asset Management, LLC | 678,182 | $7.56M | 0.03% | +40,580+6.4% | Added |
| UBS Group AG | 492,955 | $5.50M | 0.00% | +3,215+0.7% | Added |
| Transcend Wealth Collective, LLC | 440,497 | $4.91M | 0.39% | −13,875−3.1% | Reduced |
| Loomis Sayles & Co L P | 429,518 | $4.79M | 0.01% | +429,518 | New |
| LPL Financial LLC | 376,150 | $4.19M | 0.00% | +40,176+12.0% | Added |
| Pathstone Holdings, LLC | 329,670 | $3.68M | 0.01% | +1,899+0.6% | Added |
| Logan Stone Capital, LLC | 321,202 | $3.58M | 0.99% | +119,178+59.0% | Added |
| Integrated Wealth Concepts LLC | 288,008 | $3.21M | 0.03% | −44,225−13.3% | Reduced |
| Guggenheim Capital LLC | 278,123 | $3.10M | 0.02% | −358−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 262,784 | $2.93M | 0.03% | +9,632+3.8% | Added |
| Mount Yale Investment Advisors, LLC | 262,620 | $2.93M | 0.07% | +9,219+3.6% | Added |
| Invesco Ltd. | 250,938 | $2.80M | 0.00% | −45,928−15.5% | Reduced |
| Robbins Farley LLC | 213,678 | $2.38M | 1.05% | +28,807+15.6% | Added |
| Merit Financial Group, LLC | 170,368 | $1.90M | 0.01% | +2,397+1.4% | Added |
| Thrivent Financial for Lutherans | 163,716 | $1.82M | 0.00% | −13,510−7.6% | Reduced |
| Capital Investment Advisors, LLC | 157,363 | $1.75M | 0.03% | −31,699−16.8% | Reduced |
| Almitas Capital LLC | 144,834 | $1.61M | 0.36% | +144,834 | New |
| City of London Investment Management Co Ltd | 118,666 | $1.32M | 0.10% | −72,516−37.9% | Reduced |
| Tranquility Partners, LLC | 103,079 | $1.15M | 0.43% | −4,376−4.1% | Reduced |
| Quantify Chaos Advisors, LLC | 102,296 | $1.14M | 3.56% | +33,321+48.3% | Added |
| Royal Bank of Canada | 101,710 | $1.13M | 0.00% | −154,743−60.3% | Reduced |
| Stifel Financial Corp | 96,751 | $1.08M | 0.00% | −6,130−6.0% | Reduced |
| Clear Harbor Asset Management, LLC | 86,070 | $959.7K | 0.07% | +3,500+4.2% | Added |
| Cary Street Partners Financial LLC | 78,916 | $879.9K | 0.02% | −9,565−10.8% | Reduced |
| CSS LLC | 72,187 | $804.9K | 0.04% | +16,696+30.1% | Added |
| GWM Advisors LLC | 56,984 | $635.4K | 0.00% | −7,405−11.5% | Reduced |
| Lido Advisors, LLC | 56,848 | $633.9K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 53,041 | $591.4K | 0.60% | +869+1.7% | Added |
| Oppenheimer & Co Inc | 52,513 | $585.5K | 0.01% | +8,493+19.3% | Added |
| Oder Investment Management, LLC | 48,305 | $538.6K | 0.41% | +655+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,785 | $508.7K | 0.00% | −2,500−5.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,617 | $452.9K | 0.00% | −37,935−48.3% | Reduced |
| Virtus Investment Advisers, Inc. | 35,175 | $392.2K | 0.11% | −6,831−16.3% | Reduced |
| Calamos Advisors LLC | 34,943 | $389.6K | 0.00% | +4,160+13.5% | Added |
| Advisor Group Holdings, Inc. | 34,718 | $387.1K | 0.00% | −17,480−33.5% | Reduced |
| Kingsview Wealth Management, LLC | 34,340 | $382.9K | 0.01% | +5,327+18.4% | Added |
| BTG Pactual Asset Management US LLC | 29,223 | $325.8K | 0.03% | +8,972+44.3% | Added |
| Davenport & Co LLC | 27,827 | $310.3K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 27,575 | $307.5K | 0.09% | +8,500+44.6% | Added |
| Moors & Cabot, Inc. | 27,225 | $303.6K | 0.01% | +3,875+16.6% | Added |
| Snowden Capital Advisors LLC | 20,138 | $224.5K | 0.01% | −189−0.9% | Reduced |
| Advisory Services Network, LLC | 19,615 | $218.7K | 0.00% | −110−0.6% | Reduced |
| Essex Financial Services, Inc. | 16,646 | $185.6K | 0.01% | +20.0% | Added |
| Ethos Financial Group, LLC | 15,718 | $185.2K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,196 | $158.3K | 0.00% | +268+1.9% | Added |
| SeaCrest Wealth Management, LLC | 13,918 | $155.2K | 0.02% | +2,600+23.0% | Added |
| Citadel Advisors LLC | 13,263 | $147.9K | 0.00% | +13,263 | New |
| Susquehanna International Group, LLP | 12,995 | $144.9K | 0.00% | −3,429−20.9% | Reduced |
| Kathmere Capital Management, LLC | 12,842 | $143.2K | 0.01% | +12,842 | New |
| JT Stratford LLC | 12,415 | $138.4K | 0.02% | −735−5.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,855 | $132.0K | 0.00% | +11,855 | New |
| Nations Financial Group Inc, | 11,686 | $130.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 11,400 | $127.1K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 11,306 | $126.1K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,167 | $124.5K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Group | 11,109 | $123.9K | 0.01% | −400−3.5% | Reduced |
| 1776 Wealth LLC | 10,912 | $121.7K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,621 | $118.4K | 0.00% | +10,621 | New |
| Steward Partners Investment Advisory, LLC | 10,100 | $112.6K | 0.00% | −124,433−92.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $111.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,000 | $100.3K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5,000 | $55.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $27.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,300 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,950 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $20.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 780 | $8.70K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 600 | $6.69K | 0.00% | −5,675−90.4% | Reduced |
| Sofos Investments, Inc. | 500 | $5.58K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 205 | $2.29K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $736 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 17 | $190 | 0.00% | +7+70.0% | Added |
| Stolper Co | 25,931 | – | – | −34,486−57.1% | Reduced |
| Lalia Capital, LLC | 0 | $0 | 0.00% | −148,800−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −136,680−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −53,958−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −20,226−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,361−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −16,349−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Spinnaker Investment Group, LLC | 0 | $0 | 0.00% | −11,428−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,323−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,218−100.0% | Sold out |
| Adalta Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |