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BGB · Blackstone Strategic Credit 2027 Term Fund

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$11.18 -0.02 (-0.18%) At close · Jul 28
Market Cap
$499.51M
Shares
44.68M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 82
Total Value: $246,327,327
Total Shares: 22,068,218

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 81 13F filers
Top Holder
13.0%
Jun 2023 → Mar 2026 · range 12.0% – 18.5%
of institutional value
Top 5
53.4%
Jun 2023 → Mar 2026 · range 45.3% – 56.2%
of institutional value
Top 10
72.7%
Jun 2023 → Mar 2026 · range 67.2% – 73.6%
of institutional value
HHI
692
Jun 2023 → Mar 2026 · range 645 – 786
Broadly held
Showing 82 of 82
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $30,697,432 12.46% 2,753,133
Small Coastal Bridge Advisors, LLC $27,334,225 11.10% 2,451,500
Mega MORGAN STANLEY $24,799,874 10.07% 2,224,204
Mega BANK OF AMERICA CORP /DE/ Bank $22,009,107 8.93% 1,973,911
Mega WELLS FARGO & COMPANY/MN $20,822,881 8.45% 1,867,523
Mega RAYMOND JAMES FINANCIAL INC $12,920,620 5.25% 1,158,800
Small Atlas Wealth LLC $10,621,559 4.31% 939,961
Large HighTower Advisors, LLC $10,158,073 4.12% 911,038
Mid Advisors Asset Management, Inc. $9,366,323 3.80% 840,029
Large Cresset Asset Management, LLC $7,561,729 3.07% 678,182
Mega UBS Group AG $5,496,448 2.23% 492,955
Small TRANSCEND CAPITAL ADVISORS, LLC $4,911,541 1.99% 440,497
Large LOOMIS SAYLES & CO L P $4,789,125 1.94% 429,518
Mega LPL Financial LLC $4,194,072 1.70% 376,150
Large Pathstone Holdings, LLC $3,675,820 1.49% 329,670
Small Logan Stone Capital, LLC $3,581,402 1.45% 321,202
Mid Integrated Wealth Concepts LLC $3,211,289 1.30% 288,008
Large GUGGENHEIM CAPITAL LLC $3,101,071 1.26% 278,123
Mid Vestmark Advisory Solutions, Inc. $2,930,041 1.19% 262,784
Mid ELEVATION POINT WEALTH PARTNERS, LLC $2,928,213 1.19% 262,620
Mega Invesco Ltd. $2,797,958 1.14% 250,938
Small Robbins Farley $2,734,114 1.11% 241,957
Large Thrivent Financial for Lutherans $1,825,432 0.74% 163,716
Mid Merit Financial Group, LLC $1,820,644 0.74% 161,119
Mid Capital Investment Advisors, LLC $1,754,597 0.71% 157,363
Small Almitas Capital LLC $1,614,899 0.66% 144,834
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,323,125 0.54% 118,666
Micro QUANTIFY CHAOS ADVISORS, LLC $1,140,600 0.46% 102,296
Mega ROYAL BANK OF CANADA Bank $1,134,066 0.46% 101,710
Large STIFEL FINANCIAL CORP $1,078,773 0.44% 96,751
Small Tranquility Partners, LLC $964,036 0.39% 85,313
Mid Clear Harbor Asset Management, LLC $959,680 0.39% 86,070
Small CSS LLC/IL $804,885 0.33% 72,187
Mid CARY STREET PARTNERS FINANCIAL LLC $795,271 0.32% 70,378
Small Stolper Co $728,996 0.30% 64,513
Large NewEdge Advisors, LLC $635,371 0.26% 56,984
Large Lido Advisors, LLC $633,855 0.26% 56,848
Micro Closed-End Fund Advisors, Inc. $594,888 0.24% 52,645
Mid OPPENHEIMER & CO INC $585,519 0.24% 52,513
Micro Oder Investment Management, LLC $538,600 0.22% 48,305
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $492,510 0.20% 43,585
Large &PARTNERS $452,879 0.18% 40,617
Small Virtus Investment Advisers, LLC $392,201 0.16% 35,175
Large Calamos Advisors LLC $389,614 0.16% 34,943
Large OSAIC HOLDINGS, INC. $387,105 0.16% 34,718
Mid Kingsview Wealth Management, LLC $382,891 0.16% 34,340
Small BTG Pactual Asset Management US LLC $325,836 0.13% 29,223
Large DAVENPORT & Co LLC $314,445 0.13% 27,827
Small WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $311,597 0.13% 27,575
Mid Moors & Cabot, Inc. $303,558 0.12% 27,225
Mid Snowden Capital Advisors LLC $224,538 0.09% 20,138
Mid Advisory Services Network, LLC $218,707 0.09% 19,615
Mid Essex Financial Services, Inc. $185,602 0.08% 16,646
Small Ethos Financial Group, LLC $175,255 0.07% 15,718
Small SIERRA SUMMIT ADVISORS LLC $159,431 0.06% 14,109
Mid Sanctuary Advisors, LLC $158,285 0.06% 14,196
Mega CITADEL ADVISORS LLC $147,882 0.06% 13,263
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $144,894 0.06% 12,995
Small Kathmere Capital Management, LLC $143,188 0.06% 12,842
Small JT Stratford LLC $138,427 0.06% 12,415
Mid NATIONS FINANCIAL GROUP INC, /IA/ /ADV $132,051 0.05% 11,686
Small MELFA WEALTH MANAGEMENT, INC. $126,187 0.05% 11,167
Large M&T Bank Corp Bank $126,061 0.05% 11,306
Small Keystone Financial Group $123,865 0.05% 11,109
Small 1776 Wealth LLC $121,668 0.05% 10,912
Large FIFTH THIRD BANCORP Bank $118,424 0.05% 10,621
Small Graves Light Lenhart Wealth, Inc. $113,000 0.05% 10,000
Large Steward Partners Investment Advisory, LLC $112,615 0.05% 10,100
Large Rockefeller Capital Management L.P. $100,350 0.04% 9,000
Small Horrell Capital Management, Inc. $56,500 0.02% 5,000
Small CARY STREET PARTNERS INVESTMENT ADVISORY LLC $47,121 0.02% 4,170
Mid Spire Wealth Management $28,250 0.01% 2,500
Large NATIONAL BANK OF CANADA /FI/ Bank $25,645 0.01% 2,300
Mid Blue Trust, Inc. $22,035 0.01% 1,950
Small PRIVATE TRUST CO NA Bank $20,340 0.01% 1,800
Mid ROTHSCHILD INVESTMENT LLC $8,697 0.00% 780
Small Noble Wealth Management PBC $6,780 0.00% 600
Small Financial Gravity Asset Management, Inc. $5,575 0.00% 500
Small Institute for Wealth Management, LLC. $3,955 0.00% 350
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,285 0.00% 205
Large HUNTINGTON NATIONAL BANK Bank $735 0.00% 66
Mid Tower Research Capital LLC (TRC) $189 0.00% 17
Key facts CIK 1546429 CUSIP 09257R101 13F (30d) 21 filings 21 filers Visit website Investor relations

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