Security Snapshot

Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB) Institutional Ownership

CUSIP: 09257R101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

90

Shares (Excl. Options)

20,529,464

Price

$11.78

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Type / Class
Equity / Common Stock
Symbol
BGB on NYSE
Shares outstanding
44,405,371
Price per share
$11.18
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,529,464
Total reported value
$241,953,219
% of total 13F portfolios
0%
Share change
+645,356
Value change
+$7,252,144
Number of holders
90
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • BGB - Blackstone Strategic Credit 2027 Term Fund - Common Stock is tracked under CUSIP 09257R101.
  • 90 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 90 to 61 between Q4 2025 and Q1 2026.
  • Reported value moved from $241,953,219 to $154,738,428.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 90 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 09257R101?
CUSIP 09257R101 identifies BGB - Blackstone Strategic Credit 2027 Term Fund - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 6.2% $30,697,433 2,753,133 Sit Investment Associates, Inc. 31 Mar 2026
BANK OF AMERICA CORP /DE/ 4.4% -16% $22,906,116 -$4,619,350 1,944,492 -17% BANK OF AMERICA CORP /DE/ 31 Dec 2025

As of 31 Dec 2025, 90 institutional investors reported holding 20,529,464 shares of Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB). This represents 46% of the company’s total 44,405,371 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Coastal Bridge Advisors, LLC 5.6% 2,469,105 -2.1% 2.2% $29,086,062
MORGAN STANLEY 5% 2,213,045 +3.6% 0% $26,069,671
SIT INVESTMENT ASSOCIATES INC 4.6% 2,025,340 +142% 0.47% $23,859,000
WELLS FARGO & COMPANY/MN 4.4% 1,942,770 +1.9% 0% $22,885,832
BANK OF AMERICA CORP /DE/ 4.3% 1,931,495 -23% 0% $22,753,007
RAYMOND JAMES FINANCIAL INC 2.4% 1,068,630 +205% 0% $12,588,468
Advisors Asset Management, Inc. 2.1% 911,571 -11% 0.18% $10,738,306
HighTower Advisors, LLC 2% 900,076 +1.6% 0.01% $10,602,889
Cresset Asset Management, LLC 1.4% 637,602 +6.6% 0.03% $7,560,047
UBS Group AG 1.1% 489,740 -0.33% 0% $5,769,137
TRANSCEND CAPITAL ADVISORS, LLC 1% 454,372 -16% 0.42% $5,352,506
LPL Financial LLC 0.76% 335,974 +21% 0% $3,957,774
Integrated Wealth Concepts LLC 0.75% 332,233 -8% 0.05% $3,913,710
Pathstone Holdings, LLC 0.74% 327,771 +1.4% 0.01% $3,861,141
Invesco Ltd. 0.67% 296,866 -18% 0% $3,497,081
GUGGENHEIM CAPITAL LLC 0.63% 278,481 -18% 0.02% $3,280,506
ROYAL BANK OF CANADA 0.58% 256,453 -0.53% 0% $3,020,000
ELEVATION POINT WEALTH PARTNERS, LLC 0.57% 253,401 -8.5% 0.14% $3,004,498
Vestmark Advisory Solutions, Inc. 0.57% 253,152 0.04% $2,982,133
Logan Stone Capital, LLC 0.45% 202,024 0.59% $2,379,843
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.43% 191,182 +2.6% 0.17% $2,252,124
Capital Investment Advisors, LLC 0.43% 189,062 -4% 0.03% $2,227,151
Robbins Farley 0.42% 184,871 +7.1% 0.99% $2,177,781
Thrivent Financial for Lutherans 0.4% 177,226 0% 0% $2,088,000
Merit Financial Group, LLC 0.38% 167,971 -5% 0.02% $1,978,699

Institutional Holders of Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 13,664,176 $154,738,428 +$7,191,219 $11.15 61
2025 Q4 20,529,464 $241,953,219 +$7,252,144 $11.78 90
2025 Q3 19,626,661 $238,853,665 +$815,880 $12.17 84
2025 Q2 19,597,980 $237,541,397 -$3,677,473 $12.12 78
2025 Q1 19,937,123 $240,818,048 -$3,216,078 $12.08 79
2024 Q4 20,224,353 $247,374,936 +$1,616,690 $12.23 89
2024 Q3 19,979,977 $246,131,429 -$28,248,801 $12.32 90
2024 Q2 22,336,692 $265,930,737 +$11,132,180 $11.89 92
2024 Q1 21,408,105 $254,760,208 -$6,283,073 $11.90 90
2023 Q4 21,975,896 $248,850,613 -$28,667,956 $11.32 99
2023 Q3 23,817,119 $261,730,189 +$8,024,838 $10.99 99
2023 Q2 23,113,295 $252,693,400 +$1,118,957 $10.93 96
2023 Q1 23,014,802 $245,094,631 +$1,390,621 $10.65 91
2022 Q4 22,770,368 $240,936,289 +$8,575,584 $10.58 95
2022 Q3 20,601,744 $219,007,000 +$3,727,783 $10.63 88
2022 Q2 20,114,254 $224,687,506 +$19,151,784 $11.17 87
2022 Q1 19,185,674 $250,371,000 +$2,174,425 $13.05 81
2021 Q4 19,028,219 $256,707,000 -$4,241,509 $13.49 87
2021 Q3 19,160,500 $265,382,000 -$7,140,432 $13.85 77
2021 Q2 19,676,928 $274,105,000 -$462,106 $13.93 74
2021 Q1 19,706,780 $262,661,411 +$3,274,315 $13.33 77
2020 Q4 19,218,422 $239,846,000 +$4,151,100 $12.48 80
2020 Q3 18,665,839 $227,887,000 +$6,826,859 $12.22 69
2020 Q2 18,128,160 $207,020,000 -$3,817,963 $11.42 66
2020 Q1 18,524,988 $192,789,613 +$14,487,989 $10.41 77
2019 Q4 17,114,785 $246,420,000 +$239,106 $14.38 64
2019 Q3 17,066,830 $248,781,098 -$11,400,190 $14.60 58
2019 Q2 17,881,152 $262,129,647 -$15,865,085 $14.67 61
2019 Q1 18,982,740 $270,533,190 -$12,483,016 $14.25 66
2018 Q4 19,900,820 $268,207,800 +$11,927,235 $13.47 75
2018 Q3 18,628,696 $296,199,612 -$2,022,786 $15.90 54
2018 Q2 18,754,651 $296,514,471 -$5,014,976 $15.81 57
2018 Q1 19,042,259 $302,409,152 -$4,699,823 $15.88 51
2017 Q4 19,374,548 $304,387,988 -$6,487,325 $15.71 62
2017 Q3 19,631,590 $313,528,000 +$6,419,214 $15.98 64
2017 Q2 19,298,076 $307,228,000 +$16,029,162 $15.92 65
2017 Q1 18,280,654 $289,582,000 -$13,562,351 $15.84 66
2016 Q4 19,159,885 $293,858,000 -$4,045,112 $15.34 68
2016 Q3 19,438,323 $290,021,000 -$4,538,356 $14.92 54
2016 Q2 19,746,740 $284,166,000 +$11,494,105 $14.39 53
2016 Q1 19,024,665 $259,280,000 -$2,726,671 $13.63 53
2015 Q4 19,263,041 $257,581,581 +$2,608,010 $13.37 61
2015 Q3 18,871,990 $268,165,164 +$2,516,226 $14.21 50
2015 Q2 18,645,326 $291,409,919 +$9,628,628 $15.63 41
2015 Q1 18,085,016 $292,620,996 +$30,197,742 $16.18 44
2014 Q4 16,076,998 $264,927,519 +$36,083,103 $16.48 49
2014 Q3 13,073,609 $219,062,850 +$40,666,592 $16.78 42
2014 Q2 10,622,591 $188,140,668 +$29,971,628 $17.77 43
2014 Q1 8,917,920 $157,284,424 +$15,013,717 $17.72 40
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