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, Q1 2026
Institutional positions in Blackstone Senior Floating Rate 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
- 48
- +2 vs. Q4 2025
- Shares held
- 3.50M
- +251.7K (+7.8%) vs. Q4 2025
- Total value
- $45.8M
- +$1.93M (+4.4%) vs. Q4 2025
- New holders
- 7
- 12 more added
- Sold out
- 5
- 19 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Blackstone Senior Floating Rate 2027 Term Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 558,299 | $7.23M | 0.15% | +344,413+161.0% | Added |
| Bank of America Corp | 528,184 | $6.84M | 0.00% | −220,116−29.4% | Reduced |
| Morgan Stanley | 340,607 | $4.41M | 0.00% | +29,188+9.4% | Added |
| Leavell Investment Management, Inc. | 260,730 | $3.38M | 0.14% | −6,000−2.2% | Reduced |
| UBS Group AG | 164,024 | $2.12M | 0.00% | −983−0.6% | Reduced |
| Advisors Asset Management, Inc. | 139,476 | $1.81M | 0.03% | −4,664−3.2% | Reduced |
| Clear Point Advisors Inc. | 85,465 | $1.61M | 1.30% | +85,465 | New |
| Invesco Ltd. | 120,191 | $1.56M | 0.00% | −66,497−35.6% | Reduced |
| Integrated Wealth Concepts LLC | 102,582 | $1.33M | 0.01% | −18,649−15.4% | Reduced |
| Loomis Sayles & Co L P | 100,185 | $1.30M | 0.00% | +100,185 | New |
| Rivernorth Capital Management, LLC | 77,909 | $1.01M | 0.05% | −1,040−1.3% | Reduced |
| TrueMark Investments, LLC | 77,909 | $1.01M | 0.20% | +3,960+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 76,765 | $994.1K | 0.01% | +3,410+4.6% | Added |
| LPL Financial LLC | 75,239 | $974.3K | 0.00% | −3,211−4.1% | Reduced |
| Tranquility Partners, LLC | 73,417 | $950.8K | 0.36% | −772−1.0% | Reduced |
| CSS LLC | 64,977 | $841.5K | 0.05% | +30,551+88.7% | Added |
| Apollon Wealth Management, LLC | 62,519 | $809.6K | 0.01% | +108+0.2% | Added |
| Raymond James Financial Inc | 54,406 | $704.6K | 0.00% | −5,318−8.9% | Reduced |
| Hilltop Holdings Inc. | 47,218 | $611.5K | 0.06% | +6,308+15.4% | Added |
| Lido Advisors, LLC | 45,805 | $593.2K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 44,471 | $575.9K | 0.13% | +44,471 | New |
| Beacon Pointe Advisors, LLC | 34,983 | $453.0K | 0.00% | −682−1.9% | Reduced |
| Comprehensive Money Management Services LLC | 33,280 | $431.0K | 0.28% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 31,759 | $411.3K | 0.11% | −3,454−9.8% | Reduced |
| Shufro Rose & Co LLC | 29,800 | $385.9K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 27,952 | $362.0K | 0.00% | −1,978−6.6% | Reduced |
| Captrust Financial Advisors | 23,313 | $301.9K | 0.00% | −3,682−13.6% | Reduced |
| Avidian Wealth Solutions, LLC | 20,760 | $268.8K | 0.01% | −1,553−7.0% | Reduced |
| Ethos Financial Group, LLC | 18,567 | $250.7K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 18,920 | $248.4K | 0.01% | −2,622−12.2% | Reduced |
| Royal Bank of Canada | 18,717 | $241.0K | 0.00% | +2,332+14.2% | Added |
| Uptown Financial Advisors LLC | 17,320 | $224.3K | 0.18% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,580 | $214.8K | 0.00% | +306+1.9% | Added |
| Virtu Financial LLC | 15,649 | $203.0K | 0.01% | +15,649 | New |
| Dynamic Advisor Solutions LLC | 13,948 | $180.6K | 0.01% | +60.0% | Added |
| Capital Investment Advisors, LLC | 13,198 | $170.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,050 | $143.1K | 0.00% | −6,246−36.1% | Reduced |
| Stifel Financial Corp | 10,557 | $136.7K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 10,479 | $135.7K | 0.01% | +10,479 | New |
| NTV Asset Management LLC | 10,200 | $132.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 7,250 | $93.6K | 0.00% | −3,000−29.3% | Reduced |
| Wells Fargo & Company | 3,894 | $50.4K | 0.00% | −1,500−27.8% | Reduced |
| Harbour Investments, Inc. | 2,904 | $37.6K | 0.00% | +1,043+56.0% | Added |
| BlackRock, Inc. | 2,509 | $32.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,175 | $15.2K | 0.00% | +25+2.2% | Added |
| Advisory Services Network, LLC | 284 | $3.68K | 0.00% | +284 | New |
| Milfam LLC | 2 | $26 | 0.00% | +2 | New |
| Natixis | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −25,671−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −19,906−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −13,845−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −12,572−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |