BGB Institutional Ownership & Shareholders
BLACKSTONE STRATEGIC CREDIT (BGB) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $247.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of BGB tracked by InsiderSet, reporting ownership valued at approximately $41.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.03M, representing an estimated loss of -2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed BGB value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Coastal Bridge Advisors, Llc, and several other long-term asset managers with concentrated positions in BLACKSTONE STRATEGIC CREDIT (BGB).
This page ranks the largest institutional BGB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
90
Total Reported Value
$247.66M
Largest Holder
Sit Investment Associates Inc
Largest Position
$41.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.78% | 3,635,425 | $41,080,000 | $40,026,029 | -$1,053,971 | -2.57% | |
| Morgan Stanley | 0.00% | 2,536,491 | $28,662,350 | $27,926,766 | -$735,584 | -2.57% | |
| Coastal Bridge Advisors, Llc | 1.58% | 2,259,024 | $25,526,969 | $24,871,854 | -$655,115 | -2.57% | |
| Wells Fargo & Company/Mn | 0.00% | 1,760,729 | $19,896,244 | $19,385,626 | -$510,618 | -2.57% | |
| Bank Of America Corp | 0.00% | 1,657,405 | $18,728,675 | $18,248,029 | -$480,646 | -2.57% | |
| Raymond James Financial Inc | 0.00% | 1,144,384 | $12,931,537 | $12,599,668 | -$331,869 | -2.57% | |
| Atlas Wealth Llc | 1.51% | 939,961 | $10,621,559 | $10,348,971 | -$272,588 | -2.57% | |
| Cresset Asset Management, Llc | 0.03% | 722,558 | $8,164,905 | $7,955,364 | -$209,541 | -2.57% | |
| Ubs Group Ag | 0.00% | 502,174 | $5,674,567 | $5,528,936 | -$145,631 | -2.57% | |
| Loomis Sayles & Co L P | 0.01% | 497,855 | $5,625,762 | $5,481,384 | -$144,378 | -2.57% | |
| Partners Wealth Management, Llc | 0.54% | 462,153 | $5,194,596 | $5,088,305 | -$106,291 | -2.05% | |
| Transcend Capital Advisors, Llc | 0.34% | 438,553 | $4,955,644 | $4,828,469 | -$127,175 | -2.57% | |
| Lpl Financial Llc | 0.00% | 417,101 | $4,713,238 | $4,592,282 | -$120,956 | -2.57% | |
| Pathstone Holdings, Llc | 0.01% | 329,670 | $3,675,822 | $3,629,667 | -$46,155 | -1.26% | |
| Logan Stone Capital, Llc | 0.77% | 323,899 | $3,660,059 | $3,566,128 | -$93,931 | -2.57% | |
| Guggenheim Capital Llc | 0.02% | 278,123 | $3,142,790 | $3,062,134 | -$80,656 | -2.57% | |
| Integrated Wealth Concepts Llc | 0.02% | 269,895 | $3,049,812 | $2,971,544 | -$78,268 | -2.57% | |
| Robbins Farley | 1.05% | 244,024 | $2,742,830 | $2,686,704 | -$56,126 | -2.05% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 234,528 | $2,650,170 | $2,582,153 | -$68,017 | -2.57% | |
| Elevation Point Wealth Partners, Llc | 0.05% | 234,122 | $2,645,582 | $2,577,683 | -$67,899 | -2.57% | |
| Invesco Ltd. | 0.00% | 189,997 | $2,146,966 | $2,091,867 | -$55,099 | -2.57% | |
| City Of London Investment Management Co Ltd | 0.14% | 179,217 | $2,014,399 | $1,973,179 | -$41,220 | -2.05% | |
| Merit Financial Group, Llc | 0.01% | 161,119 | $1,820,645 | $1,773,920 | -$46,725 | -2.57% | |
| Thrivent Financial For Lutherans | 0.00% | 155,716 | $1,759,000 | $1,714,433 | -$44,567 | -2.53% | |
| Almitas Capital Llc | 0.39% | 144,834 | $1,636,624 | $1,594,622 | -$42,002 | -2.57% | |
| Capital Investment Advisors, Llc | 0.02% | 145,409 | $1,634,396 | $1,600,953 | -$33,443 | -2.05% | |
| Envestnet Asset Management Inc | 0.00% | 142,157 | $1,606,379 | $1,565,149 | -$41,230 | -2.57% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.39% | 112,665 | $1,273,115 | $1,240,442 | -$32,673 | -2.57% | |
| Jane Street Group, Llc | 0.00% | 105,228 | $1,189,076 | $1,158,560 | -$30,516 | -2.57% | |
| Quantify Chaos Advisors, Llc | 2.66% | 104,984 | $1,180,017 | $1,155,874 | -$24,143 | -2.05% | |
| Royal Bank Of Canada | 0.00% | 101,807 | $1,150,000 | $1,120,895 | -$29,105 | -2.53% | |
| Stifel Financial Corp | 0.00% | 100,602 | $1,136,796 | $1,107,628 | -$29,168 | -2.57% | |
| Beverly Hills Private Wealth, Llc | 0.18% | 90,343 | $1,015,455 | $994,676 | -$20,779 | -2.05% | |
| Clear Harbor Asset Management, Llc | 0.06% | 85,305 | $963,947 | $939,208 | -$24,739 | -2.57% | |
| Css Llc/Il | 0.04% | 82,787 | $935,493 | $911,485 | -$24,008 | -2.57% | |
| Cary Street Partners Financial Llc | 0.02% | 70,378 | $795,267 | $774,862 | -$20,405 | -2.57% | |
| Oppenheimer & Co Inc | 0.01% | 62,469 | $702,152 | $687,784 | -$14,368 | -2.05% | |
| Icon Advisers Inc/Co | 0.13% | 60,067 | $678,757 | $661,338 | -$17,419 | -2.57% | |
| Osaic Holdings, Inc. | 0.00% | 55,332 | $625,282 | $609,205 | -$16,077 | -2.57% | |
| Newedge Advisors, Llc | 0.00% | 55,084 | $622,453 | $606,475 | -$15,978 | -2.57% | |
| Oder Investment Management, Llc | 0.37% | 48,984 | $553,516 | $539,314 | -$14,202 | -2.57% | |
| Tranquility Partners, Llc | 0.19% | 48,790 | $548,400 | $537,178 | -$11,222 | -2.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 42,985 | $475,414 | $473,265 | -$2,149 | -0.45% | |
| &Partners | 0.00% | 40,924 | $462,439 | $450,573 | -$11,866 | -2.57% | |
| Hrt Financial Lp | 0.00% | 36,497 | $412,000 | $401,832 | -$10,168 | -2.47% | |
| Kingsview Wealth Management, Llc | 0.00% | 34,367 | $388,343 | $378,381 | -$9,962 | -2.57% | |
| Advisors Asset Management, Inc. | 0.01% | 27,260 | $367,737 | $300,133 | -$67,604 | -18.38% | |
| Calamos Advisors Llc | 0.00% | 30,820 | $346,417 | $339,328 | -$7,089 | -2.05% | |
| Concurrent Investment Advisors, Llc | 0.00% | 30,143 | $338,807 | $331,874 | -$6,933 | -2.05% | |
| Moors & Cabot, Inc. | 0.01% | 28,600 | $323,180 | $314,886 | -$8,294 | -2.57% |
Frequently asked questions about BGB
Who are the largest institutional holders of BGB?
The largest institutional holders of BGB reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Morgan Stanley, Coastal Bridge Advisors, Llc, Wells Fargo & Company/Mn, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported BGB position.
What is BGB institutional ownership?
This page tracks BGB positions reported by institutional investment managers through SEC Form 13F. BLACKSTONE STRATEGIC CREDIT (BGB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGB?
InsiderSet currently tracks 90 institutional managers reporting BGB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BGB shareholders.
How much BGB stock do institutions own?
Institutional investment managers disclosed approximately $247.66M in BGB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGB institutional ownership last updated?
The latest BGB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BGB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BGB position after the reporting date.
Are institutions buying or selling BGB?
Institutional buying and selling can be analyzed by comparing BGB positions across consecutive 13F reporting periods. InsiderSet's BGB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGB ownership changes.
How has BGB institutional ownership changed over time?
InsiderSet tracks BGB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.