Blackstone Senior Floating Rate 2027 Term Fund
BSL- Exchange
- NYSE
- SEC CIK
- 0001486298
No open-market purchases or sales by Blackstone Senior Floating Rate 2027 Term Fund insiders were filed in the last 90 days; 42 institutions reported holding it in 13F filings for Q2 2026, worth $47.0M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Blackstone Senior Floating Rate 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
- 46
- +3 vs. Q3 2025
- Shares held
- 3.24M
- −108.1K (−3.2%) vs. Q3 2025
- Total value
- $43.8M
- −$3.28M (−7.0%) vs. Q3 2025
- New holders
- 7
- 14 more added
- Sold out
- 4
- 17 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSL 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 | 42 | $47.0M |
| Q1 2026 | 48 | $45.8M |
| Q4 2025 | 46 | $43.8M |
| Q3 2025 | 43 | $47.1M |
| Q2 2025 | 40 | $48.7M |
| Q1 2025 | 44 | $51.4M |
| Q4 2024 | 47 | $57.0M |
| Q3 2024 | 47 | $58.5M |
| Q2 2024 | 49 | $60.7M |
| Q1 2024 | 47 | $65.3M |
| Q4 2023 | 58 | $74.3M |
| Q3 2023 | 59 | $73.2M |
| Q2 2023 | 58 | $69.5M |
| Q1 2023 | 59 | $69.1M |
| Q4 2022 | 54 | $65.3M |
| Q3 2022 | 47 | $65.0M |
| Q2 2022 | 45 | $64.7M |
| Q1 2022 | 41 | $68.2M |
| Q4 2021 | 37 | $74.9M |
| Q3 2021 | 40 | $75.8M |
| Q2 2021 | 43 | $78.7M |
| Q1 2021 | 45 | $75.1M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Blackstone Senior Floating Rate 2027 Term Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 748,300 | $10.1M | 0.00% | −139,289−15.7% | Reduced |
| Morgan Stanley | 311,419 | $4.20M | 0.00% | −46,932−13.1% | Reduced |
| Leavell Investment Management, Inc. | 266,730 | $3.63M | 0.15% | +42,300+18.8% | Added |
| Sit Investment Associates Inc | 213,886 | $2.89M | 0.06% | +213,886 | New |
| Invesco Ltd. | 186,688 | $2.52M | 0.00% | −41,083−18.0% | Reduced |
| UBS Group AG | 165,007 | $2.23M | 0.00% | +959+0.6% | Added |
| Advisors Asset Management, Inc. | 144,140 | $1.95M | 0.03% | −115,601−44.5% | Reduced |
| Integrated Wealth Concepts LLC | 121,231 | $1.64M | 0.02% | −19,019−13.6% | Reduced |
| Rivernorth Capital Management, LLC | 78,949 | $1.07M | 0.05% | −25,524−24.4% | Reduced |
| LPL Financial LLC | 78,450 | $1.06M | 0.00% | −18,186−18.8% | Reduced |
| Tranquility Partners, LLC | 74,189 | $1.00M | 0.36% | −4,103−5.2% | Reduced |
| TrueMark Investments, LLC | 73,949 | $998.3K | 0.19% | +1,815+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 73,355 | $990.3K | 0.01% | +792+1.1% | Added |
| Apollon Wealth Management, LLC | 62,411 | $842.5K | 0.01% | −15,123−19.5% | Reduced |
| Raymond James Financial Inc | 59,724 | $806.3K | 0.00% | −5,300−8.2% | Reduced |
| Lido Advisors, LLC | 45,805 | $644.0K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 40,910 | $552.3K | 0.03% | −1,450−3.4% | Reduced |
| Beacon Pointe Advisors, LLC | 35,665 | $481.5K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 35,213 | $475.4K | 0.13% | −14,201−28.7% | Reduced |
| CSS LLC | 34,426 | $464.8K | 0.03% | +34,426 | New |
| Comprehensive Money Management Services LLC | 33,280 | $449.3K | 0.31% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 29,930 | $404.1K | 0.00% | −2,034−6.4% | Reduced |
| Shufro Rose & Co LLC | 29,800 | $402.3K | 0.03% | +10,000+50.5% | Added |
| Captrust Financial Advisors | 26,995 | $364.4K | 0.00% | −3,439−11.3% | Reduced |
| Wolverine Asset Management LLC | 25,671 | $346.6K | 0.00% | +25,671 | New |
| Avidian Wealth Solutions, LLC | 22,313 | $301.2K | 0.01% | +433+2.0% | Added |
| Chicago Partners Investment Group LLC | 21,542 | $291.9K | 0.01% | −1,006−4.5% | Reduced |
| Shaker Financial Services, LLC | 19,906 | $270.6K | 0.09% | +19,906 | New |
| Ethos Financial Group, LLC | 18,567 | $250.7K | 0.02% | +237+1.3% | Added |
| Uptown Financial Advisors LLC | 17,320 | $233.8K | 0.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,296 | $233.5K | 0.00% | +7,089+69.5% | Added |
| Royal Bank of Canada | 16,385 | $221.0K | 0.00% | +29+0.2% | Added |
| Advisor Group Holdings, Inc. | 16,274 | $219.8K | 0.00% | +538+3.4% | Added |
| Dynamic Advisor Solutions LLC | 13,942 | $188.2K | 0.01% | +536+4.0% | Added |
| Noble Wealth Management PBC | 13,845 | $186.9K | 0.09% | +13,845 | New |
| Capital Investment Advisors, LLC | 13,198 | $178.2K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 12,572 | $169.7K | 0.04% | +12,572 | New |
| Stifel Financial Corp | 10,557 | $142.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10,250 | $138.3K | 0.00% | +10,000+4,000.0% | Added |
| NTV Asset Management LLC | 10,200 | $137.7K | 0.01% | −2,200−17.7% | Reduced |
| Wells Fargo & Company | 5,394 | $72.8K | 0.00% | −3,000−35.7% | Reduced |
| BlackRock, Inc. | 2,509 | $33.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,500 | $33.8K | 0.00% | +2,500 | New |
| Harbour Investments, Inc. | 1,861 | $25.1K | 0.00% | +1,561+520.3% | Added |
| Rockefeller Capital Management L.P. | 1,150 | $15.5K | 0.00% | +22+2.0% | Added |
| Natixis | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −37,705−100.0% | Sold out |
| Spinnaker Investment Group, LLC | 0 | $0 | 0.00% | −11,230−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |