BLACKSTONE STRATEGIC CREDIT (BGB) Institutional Shareholders
BLACKSTONE STRATEGIC CREDIT (BGB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $240.76M in BGB holdings during the latest filing period.
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 $40.90M, representing an estimated loss of -0.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
86
Total Reported Value
$240.76M
Largest Holder
Sit Investment Associates Inc
Largest Position
$41.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
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 | $40,898,531 | -$181,469 | -0.44% | |
| Morgan Stanley | 0.00% | 2,536,491 | $28,662,350 | $28,535,524 | -$126,826 | -0.44% | |
| Coastal Bridge Advisors, Llc | 1.58% | 2,259,024 | $25,526,969 | $25,414,020 | -$112,949 | -0.44% | |
| Wells Fargo & Company/Mn | 0.00% | 1,760,729 | $19,896,244 | $19,808,201 | -$88,043 | -0.44% | |
| Bank Of America Corp | 0.00% | 1,657,405 | $18,728,675 | $18,645,806 | -$82,869 | -0.44% | |
| Raymond James Financial Inc | 0.00% | 1,144,384 | $12,931,537 | $12,874,320 | -$57,217 | -0.44% | |
| Atlas Wealth Llc | 1.51% | 939,961 | $10,621,559 | $10,574,561 | -$46,998 | -0.44% | |
| Cresset Asset Management, Llc | 0.03% | 722,558 | $8,164,905 | $8,128,778 | -$36,128 | -0.44% | |
| Ubs Group Ag | 0.00% | 502,174 | $5,674,567 | $5,649,458 | -$25,110 | -0.44% | |
| Loomis Sayles & Co L P | 0.01% | 497,855 | $5,625,762 | $5,600,869 | -$24,893 | -0.44% | |
| Transcend Capital Advisors, Llc | 0.34% | 438,553 | $4,955,644 | $4,933,721 | -$21,923 | -0.44% | |
| Lpl Financial Llc | 0.00% | 417,101 | $4,713,238 | $4,692,386 | -$20,852 | -0.44% | |
| Pathstone Holdings, Llc | 0.01% | 329,670 | $3,675,822 | $3,708,788 | +$32,966 | +0.90% | |
| Logan Stone Capital, Llc | 0.77% | 323,899 | $3,660,059 | $3,643,864 | -$16,195 | -0.44% | |
| Guggenheim Capital Llc | 0.02% | 278,123 | $3,142,790 | $3,128,884 | -$13,906 | -0.44% | |
| Integrated Wealth Concepts Llc | 0.02% | 269,895 | $3,049,812 | $3,036,319 | -$13,493 | -0.44% | |
| Robbins Farley | 1.05% | 241,957 | $2,734,115 | $2,722,016 | -$12,099 | -0.44% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 234,528 | $2,650,170 | $2,638,440 | -$11,730 | -0.44% | |
| Elevation Point Wealth Partners, Llc | 0.05% | 234,122 | $2,645,582 | $2,633,873 | -$11,710 | -0.44% | |
| Invesco Ltd. | 0.00% | 189,997 | $2,146,966 | $2,137,466 | -$9,500 | -0.44% | |
| Merit Financial Group, Llc | 0.01% | 161,119 | $1,820,645 | $1,812,589 | -$8,056 | -0.44% | |
| Thrivent Financial For Lutherans | 0.00% | 155,716 | $1,759,000 | $1,751,805 | -$7,195 | -0.41% | |
| Capital Investment Advisors, Llc | 0.02% | 153,574 | $1,735,391 | $1,727,708 | -$7,684 | -0.44% | |
| Almitas Capital Llc | 0.39% | 144,834 | $1,636,624 | $1,629,383 | -$7,242 | -0.44% | |
| Envestnet Asset Management Inc | 0.00% | 142,157 | $1,606,379 | $1,599,266 | -$7,113 | -0.44% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.39% | 112,665 | $1,273,115 | $1,267,481 | -$5,634 | -0.44% | |
| Jane Street Group, Llc | 0.00% | 105,228 | $1,189,076 | $1,183,815 | -$5,261 | -0.44% | |
| Quantify Chaos Advisors, Llc | 3.30% | 103,629 | $1,171,012 | $1,165,826 | -$5,186 | -0.44% | |
| Royal Bank Of Canada | 0.00% | 101,807 | $1,150,000 | $1,145,329 | -$4,671 | -0.41% | |
| Stifel Financial Corp | 0.00% | 100,602 | $1,136,796 | $1,131,773 | -$5,024 | -0.44% | |
| Tranquility Partners, Llc | 0.33% | 85,313 | $964,037 | $959,771 | -$4,266 | -0.44% | |
| Clear Harbor Asset Management, Llc | 0.06% | 85,305 | $963,947 | $959,681 | -$4,266 | -0.44% | |
| Css Llc/Il | 0.04% | 82,787 | $935,493 | $931,354 | -$4,139 | -0.44% | |
| Cary Street Partners Financial Llc | 0.02% | 70,378 | $795,267 | $791,753 | -$3,515 | -0.44% | |
| Stolper Co | 0.19% | 64,513 | $729,000 | $725,771 | -$3,229 | -0.44% | |
| Oppenheimer & Co Inc | 0.01% | 60,692 | $685,820 | $682,785 | -$3,035 | -0.44% | |
| Icon Advisers Inc/Co | 0.13% | 60,067 | $678,757 | $675,754 | -$3,003 | -0.44% | |
| Osaic Holdings, Inc. | 0.00% | 55,332 | $625,282 | $622,485 | -$2,797 | -0.45% | |
| Newedge Advisors, Llc | 0.00% | 55,084 | $622,453 | $619,695 | -$2,758 | -0.44% | |
| Closed-End Fund Advisors, Inc. | 0.58% | 52,645 | $594,889 | $592,256 | -$2,633 | -0.44% | |
| Oder Investment Management, Llc | 0.37% | 48,984 | $553,516 | $551,070 | -$2,446 | -0.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,585 | $492,946 | $490,331 | -$2,615 | -0.53% | |
| &Partners | 0.00% | 40,924 | $462,439 | $460,395 | -$2,044 | -0.44% | |
| Calamos Advisors Llc | 0.00% | 37,439 | $423,061 | $421,189 | -$1,872 | -0.44% | |
| Hrt Financial Lp | 0.00% | 36,497 | $412,000 | $410,591 | -$1,409 | -0.34% | |
| Kingsview Wealth Management, Llc | 0.00% | 34,367 | $388,343 | $386,629 | -$1,714 | -0.44% | |
| Advisors Asset Management, Inc. | 0.01% | 27,260 | $367,737 | $306,675 | -$61,062 | -16.60% | |
| Moors & Cabot, Inc. | 0.01% | 28,600 | $323,180 | $321,750 | -$1,430 | -0.44% | |
| Davenport & Co Llc | 0.00% | 27,827 | $314,445 | $313,054 | -$1,391 | -0.44% | |
| Walled Lake Planning & Wealth Management, Llc | 0.08% | 27,575 | $311,598 | $310,219 | -$1,379 | -0.44% |
Frequently asked questions about BGB
Who owns the most BGB stock?
The largest holders of BGB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKSTONE STRATEGIC CREDIT (BGB).
Is BGB widely held by superinvestors?
Many widely followed stocks like BGB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BGB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.