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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.

Institutional holdersQ1 2026: 81 institutions
Q1 2021: 77 institutionsQ2 2021: 74 institutionsQ3 2021: 78 institutionsQ4 2021: 88 institutionsQ1 2022: 81 institutionsQ2 2022: 88 institutionsQ3 2022: 89 institutionsQ4 2022: 97 institutionsQ1 2023: 93 institutionsQ2 2023: 97 institutionsQ3 2023: 99 institutionsQ4 2023: 100 institutionsQ1 2024: 92 institutionsQ2 2024: 93 institutionsQ3 2024: 91 institutionsQ4 2024: 90 institutionsQ1 2025: 81 institutionsQ2 2025: 80 institutionsQ3 2025: 85 institutionsQ4 2025: 90 institutionsQ1 2026: 81 institutionsQ2 2026: 86 institutions
Value heldQ1 2026: $235.2M
Q1 2021: $262.7MQ2 2021: $274.1MQ3 2021: $265.4MQ4 2021: $256.7MQ1 2022: $249.1MQ2 2022: $224.7MQ3 2022: $219.0MQ4 2022: $241.1MQ1 2023: $245.4MQ2 2023: $253.1MQ3 2023: $261.1MQ4 2023: $249.8MQ1 2024: $255.2MQ2 2024: $266.4MQ3 2024: $246.6MQ4 2024: $247.9MQ1 2025: $241.2MQ2 2025: $237.3MQ3 2025: $239.0MQ4 2025: $242.0MQ1 2026: $235.2MQ2 2026: $257.7M
Institutions holding BGB and their total value by quarter
QuarterHoldersValue
Q2 202686$257.7M
Q1 202681$235.2M
Q4 202590$242.0M
Q3 202585$239.0M
Q2 202580$237.3M
Q1 202581$241.2M
Q4 202490$247.9M
Q3 202491$246.6M
Q2 202493$266.4M
Q1 202492$255.2M
Q4 2023100$249.8M
Q3 202399$261.1M
Q2 202397$253.1M
Q1 202393$245.4M
Q4 202297$241.1M
Q3 202289$219.0M
Q2 202288$224.7M
Q1 202281$249.1M
Q4 202188$256.7M
Q3 202178$265.4M
Q2 202174$274.1M
Q1 202177$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.

Institutions holding BGB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)17$1900.00%+7+70.0%Added
Huntington National Bank–$7360.00%––
Blue Bell Private Wealth Management, LLC205$2.29K0.00%00.0%Unchanged
Sofos Investments, Inc.500$5.58K0.00%00.0%Unchanged
Noble Wealth Management PBC600$6.69K0.00%−5,675−90.4%Reduced
Rothschild Investment LLC780$8.70K0.00%00.0%Unchanged
Private Trust Co NA1,800$20.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.1,950$21.7K0.00%00.0%Unchanged
National Bank of Canada2,300$25.6K0.00%00.0%Unchanged
Spire Wealth Management2,500$27.9K0.00%00.0%Unchanged
Horrell Capital Management, Inc.5,000$55.8K0.03%00.0%Unchanged
Rockefeller Capital Management L.P.9,000$100.3K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.10,000$111.5K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC10,100$112.6K0.00%−124,433−92.5%Reduced
Fifth Third Bancorp10,621$118.4K0.00%+10,621New
1776 Wealth LLC10,912$121.7K0.05%00.0%Unchanged
Keystone Financial Group11,109$123.9K0.01%−400−3.5%Reduced
Melfa Wealth Management, LLC11,167$124.5K0.07%00.0%Unchanged
M&T Bank Corp11,306$126.1K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC11,400$127.1K0.03%00.0%Unchanged
Nations Financial Group Inc,11,686$130.3K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.11,855$132.0K0.00%+11,855New
JT Stratford LLC12,415$138.4K0.02%−735−5.6%Reduced
Kathmere Capital Management, LLC12,842$143.2K0.01%+12,842New
Susquehanna International Group, LLP12,995$144.9K0.00%−3,429−20.9%Reduced
Citadel Advisors LLC13,263$147.9K0.00%+13,263New
SeaCrest Wealth Management, LLC13,918$155.2K0.02%+2,600+23.0%Added
Sanctuary Advisors, LLC14,196$158.3K0.00%+268+1.9%Added
Ethos Financial Group, LLC15,718$185.2K0.01%00.0%Unchanged
Essex Financial Services, Inc.16,646$185.6K0.01%+20.0%Added
Advisory Services Network, LLC19,615$218.7K0.00%−110−0.6%Reduced
Snowden Capital Advisors LLC20,138$224.5K0.01%−189−0.9%Reduced
Moors & Cabot, Inc.27,225$303.6K0.01%+3,875+16.6%Added
Walled Lake Planning & Wealth Management, LLC27,575$307.5K0.09%+8,500+44.6%Added
Davenport & Co LLC27,827$310.3K0.00%00.0%Unchanged
BTG Pactual Asset Management US LLC29,223$325.8K0.03%+8,972+44.3%Added
Kingsview Wealth Management, LLC34,340$382.9K0.01%+5,327+18.4%Added
Advisor Group Holdings, Inc.34,718$387.1K0.00%−17,480−33.5%Reduced
Calamos Advisors LLC34,943$389.6K0.00%+4,160+13.5%Added
Virtus Investment Advisers, Inc.35,175$392.2K0.11%−6,831−16.3%Reduced
Wiley Bros.-Aintree Capital, LLC40,617$452.9K0.00%−37,935−48.3%Reduced
Wealth Enhancement Advisory Services, LLC45,785$508.7K0.00%−2,500−5.2%Reduced
Oder Investment Management, LLC48,305$538.6K0.41%+655+1.4%Added
Oppenheimer & Co Inc52,513$585.5K0.01%+8,493+19.3%Added
Closed-End Fund Advisors, Inc.53,041$591.4K0.60%+869+1.7%Added
Lido Advisors, LLC56,848$633.9K0.00%00.0%Unchanged
GWM Advisors LLC56,984$635.4K0.00%−7,405−11.5%Reduced
CSS LLC72,187$804.9K0.04%+16,696+30.1%Added
Cary Street Partners Financial LLC78,916$879.9K0.02%−9,565−10.8%Reduced
Clear Harbor Asset Management, LLC86,070$959.7K0.07%+3,500+4.2%Added
Stifel Financial Corp96,751$1.08M0.00%−6,130−6.0%Reduced
Royal Bank of Canada101,710$1.13M0.00%−154,743−60.3%Reduced
Quantify Chaos Advisors, LLC102,296$1.14M3.56%+33,321+48.3%Added
Tranquility Partners, LLC103,079$1.15M0.43%−4,376−4.1%Reduced
City of London Investment Management Co Ltd118,666$1.32M0.10%−72,516−37.9%Reduced
Almitas Capital LLC144,834$1.61M0.36%+144,834New
Capital Investment Advisors, LLC157,363$1.75M0.03%−31,699−16.8%Reduced
Thrivent Financial for Lutherans163,716$1.82M0.00%−13,510−7.6%Reduced
Merit Financial Group, LLC170,368$1.90M0.01%+2,397+1.4%Added
Robbins Farley LLC213,678$2.38M1.05%+28,807+15.6%Added
Invesco Ltd.250,938$2.80M0.00%−45,928−15.5%Reduced
Mount Yale Investment Advisors, LLC262,620$2.93M0.07%+9,219+3.6%Added
Vestmark Advisory Solutions, Inc.262,784$2.93M0.03%+9,632+3.8%Added
Guggenheim Capital LLC278,123$3.10M0.02%−358−0.1%Reduced
Integrated Wealth Concepts LLC288,008$3.21M0.03%−44,225−13.3%Reduced
Logan Stone Capital, LLC321,202$3.58M0.99%+119,178+59.0%Added
Pathstone Holdings, LLC329,670$3.68M0.01%+1,899+0.6%Added
LPL Financial LLC376,150$4.19M0.00%+40,176+12.0%Added
Loomis Sayles & Co L P429,518$4.79M0.01%+429,518New
Transcend Wealth Collective, LLC440,497$4.91M0.39%−13,875−3.1%Reduced
UBS Group AG492,955$5.50M0.00%+3,215+0.7%Added
Cresset Asset Management, LLC678,182$7.56M0.03%+40,580+6.4%Added
Advisors Asset Management, Inc.840,029$9.37M0.16%−71,542−7.8%Reduced
HighTower Advisors, LLC911,038$10.2M0.01%+10,962+1.2%Added
Raymond James Financial Inc1,158,800$12.9M0.00%+90,170+8.4%Added
Wells Fargo & Company1,867,523$20.8M0.00%−75,247−3.9%Reduced
Bank of America Corp1,973,911$22.0M0.00%+42,416+2.2%Added
Morgan Stanley2,224,204$24.8M0.00%+11,159+0.5%Added
Coastal Bridge Advisors, LLC2,451,500$27.3M1.94%−17,605−0.7%Reduced
Sit Investment Associates Inc2,753,133$30.7M0.62%+727,793+35.9%Added
Stolper Co25,931––−34,486−57.1%Reduced
Lalia Capital, LLC0$00.00%−148,800−100.0%Sold out
Shaker Financial Services, LLC0$00.00%−136,680−100.0%Sold out
First Trust Advisors LP0$00.00%−53,958−100.0%Sold out
Readystate Asset Management LP0$00.00%−20,226−100.0%Sold out
Millennium Management LLC0$00.00%−18,361−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−16,349−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−11,700−100.0%Sold out
Spinnaker Investment Group, LLC0$00.00%−11,428−100.0%Sold out
XTX Topco Ltd0$00.00%−11,323−100.0%Sold out
Cetera Investment Advisers0$00.00%−10,218−100.0%Sold out
Adalta Capital Management LLC0$00.00%−10,000−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−3,000−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−2,800−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−875−100.0%Sold out
Comerica Bank––––Not filed