NCDL Institutional Ownership & Shareholders
NUVEEN CHURCHILL DIRECT LEND (NCDL) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $191.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blue Owl Capital Holdings Lp is currently the largest disclosed institutional shareholder of NCDL tracked by InsiderSet, reporting ownership valued at approximately $26.62M 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 $23.92M, representing an estimated loss of -10.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed NCDL value among the investors covered in this analysis. Major shareholders include Blue Owl Capital Holdings Lp, Corient Private Wealth Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in NUVEEN CHURCHILL DIRECT LEND (NCDL).
This page ranks the largest institutional NCDL 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
73
Total Reported Value
$191.98M
Largest Holder
Blue Owl Capital Holdings Lp
Largest Position
$26.62M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blue Owl Capital Holdings Lp | 4.05% | 2,143,626 | $26,623,835 | $23,922,866 | -$2,700,969 | -10.14% | |
| Corient Private Wealth Llc | 0.03% | 1,613,098 | $20,034,677 | $18,002,174 | -$2,032,503 | -10.14% | |
| Ubs Group Ag | 0.00% | 997,794 | $12,392,602 | $11,135,381 | -$1,257,221 | -10.14% | |
| Ares Management Llc | 0.52% | 958,826 | $11,908,619 | $10,700,498 | -$1,208,121 | -10.14% | |
| Brown Brothers Harriman & Co | 0.05% | 921,978 | $11,450,967 | $10,289,274 | -$1,161,693 | -10.14% | |
| Invesco Ltd. | 0.00% | 893,252 | $11,094,190 | $9,968,692 | -$1,125,498 | -10.14% | |
| Van Eck Associates Corp | 0.01% | 767,952 | $9,537,964 | $8,570,344 | -$967,620 | -10.14% | |
| Diameter Capital Partners Lp | 0.80% | 604,645 | $7,509,691 | $6,747,838 | -$761,853 | -10.14% | |
| Opal Wealth Advisors, Llc | 1.52% | 646,793 | $7,269,958 | $7,218,210 | -$51,748 | -0.71% | |
| Two Sigma Investments, Lp | 0.01% | 552,184 | $6,858,125 | $6,162,373 | -$695,752 | -10.14% | |
| Cresset Asset Management, Llc | 0.02% | 465,308 | $5,955,947 | $5,192,837 | -$763,110 | -12.81% | |
| Morgan Stanley | 0.00% | 456,477 | $5,669,445 | $5,094,283 | -$575,162 | -10.14% | |
| Callodine Capital Management, Lp | 0.33% | 398,400 | $4,948,128 | $4,446,144 | -$501,984 | -10.14% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 394,847 | $4,438,080 | $4,406,493 | -$31,587 | -0.71% | |
| Centurion Wealth Management Llc | 0.92% | 341,164 | $3,834,757 | $3,807,390 | -$27,367 | -0.71% | |
| Stifel Financial Corp | 0.00% | 306,647 | $3,808,556 | $3,422,181 | -$386,375 | -10.14% | |
| Bulldog Investors, Llp | 0.69% | 251,034 | $3,117,842 | $2,801,539 | -$316,303 | -10.14% | |
| Wells Fargo & Company/Mn | 0.00% | 242,483 | $3,011,644 | $2,706,110 | -$305,534 | -10.15% | |
| Nuveen, Llc | 0.00% | 226,765 | $2,816,421 | $2,530,697 | -$285,724 | -10.14% | |
| Bank Of America Corp | 0.00% | 222,515 | $2,763,635 | $2,483,267 | -$280,368 | -10.14% | |
| Graniteshares Advisors Llc | 1.51% | 204,945 | $2,303,582 | $2,287,186 | -$16,396 | -0.71% | |
| Ameriprise Financial Inc | 0.00% | 178,339 | $2,214,972 | $1,990,263 | -$224,709 | -10.14% | |
| Saba Capital Management, L.P. | 0.07% | 177,776 | $2,207,978 | $1,983,980 | -$223,998 | -10.14% | |
| Trexquant Investment Lp | 0.01% | 130,728 | $1,623,642 | $1,458,924 | -$164,718 | -10.14% | |
| Closed-End Fund Advisors, Inc. | 1.53% | 126,329 | $1,569,006 | $1,409,832 | -$159,174 | -10.14% | |
| Adams Asset Advisors, Llc | 0.15% | 128,099 | $1,439,833 | $1,429,585 | -$10,248 | -0.71% | |
| Vise Technologies, Inc. | 0.01% | 86,465 | $971,867 | $964,949 | -$6,918 | -0.71% | |
| Aprio Wealth Management, Llc | 0.04% | 85,493 | $960,938 | $954,102 | -$6,836 | -0.71% | |
| Neuberger Berman Group Llc | 0.00% | 71,532 | $954,237 | $798,297 | -$155,940 | -16.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 87,539 | $953,300 | $976,935 | +$23,635 | +2.48% | |
| Almitas Capital Llc | 0.21% | 70,160 | $871,387 | $782,986 | -$88,401 | -10.14% | |
| Confluence Investment Management Llc | 0.01% | 70,694 | $794,601 | $788,945 | -$5,656 | -0.71% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 63,000 | $782,460 | $703,080 | -$79,380 | -10.14% |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 68,486 | $769,783 | $764,304 | -$5,479 | -0.71% | |
| Lido Advisors, Llc | 0.00% | 57,510 | $735,470 | $641,812 | -$93,658 | -12.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 59,077 | $733,740 | $659,299 | -$74,441 | -10.15% | |
| Bearing Point Capital, Llc | 0.09% | 54,700 | $679,374 | $610,452 | -$68,922 | -10.14% | |
| World Investment Advisors | 0.01% | 43,297 | $550,738 | $483,195 | -$67,543 | -12.26% | |
| Goldman Sachs Group Inc | 0.00% | 42,659 | $529,825 | $476,074 | -$53,751 | -10.14% | |
| Hudson Value Partners, Llc | 0.12% | 37,720 | $468,482 | $420,955 | -$47,527 | -10.14% | |
| Newedge Wealth, Llc | 0.00% | 35,232 | $437,576 | $393,189 | -$44,387 | -10.14% | |
| Accurate Wealth Management, Llc | 0.04% | 39,678 | $427,332 | $442,806 | +$15,474 | +3.62% | |
| Beacon Bridge Wealth Partners, Llc | 0.12% | 33,113 | $411,265 | $369,541 | -$41,724 | -10.15% | |
| Nottingham Advisors, Inc. | 0.05% | 34,043 | $380,603 | $379,920 | -$683 | -0.18% | |
| Xtx Topco Ltd | 0.00% | 29,633 | $368,042 | $330,704 | -$37,338 | -10.14% | |
| Virtus Investment Advisers, Llc | 0.08% | 26,180 | $325,156 | $292,169 | -$32,987 | -10.15% | |
| Gotham Asset Management, Llc | 0.00% | 20,000 | $248,400 | $223,200 | -$25,200 | -10.14% | |
| Snowden Capital Advisors Llc | 0.01% | 18,124 | $231,984 | $202,264 | -$29,720 | -12.81% | |
| Dudley Capital Management, Llc | 0.07% | 16,750 | $188,270 | $186,930 | -$1,340 | -0.71% | |
| Cerity Partners Llc | 0.00% | 14,798 | $183,791 | $165,146 | -$18,645 | -10.14% |
Frequently asked questions about NCDL
Who are the largest institutional holders of NCDL?
The largest institutional holders of NCDL reported in the latest SEC Form 13F filings include Blue Owl Capital Holdings Lp, Corient Private Wealth Llc, Ubs Group Ag, Ares Management Llc, and Brown Brothers Harriman & Co. InsiderSet ranks institutional holders by their latest reported NCDL position.
What is NCDL institutional ownership?
This page tracks NCDL positions reported by institutional investment managers through SEC Form 13F. NUVEEN CHURCHILL DIRECT LEND (NCDL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NCDL?
InsiderSet currently tracks 73 institutional managers reporting NCDL 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 NCDL shareholders.
How much NCDL stock do institutions own?
Institutional investment managers disclosed approximately $191.98M in NCDL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NCDL institutional ownership last updated?
The latest NCDL 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 NCDL 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 NCDL position after the reporting date.
Are institutions buying or selling NCDL?
Institutional buying and selling can be analyzed by comparing NCDL positions across consecutive 13F reporting periods. InsiderSet's NCDL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NCDL ownership changes.
How has NCDL institutional ownership changed over time?
InsiderSet tracks NCDL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.