Blackstone Strategic CreditBGB
13F holders, Q4 2025 (December 31)89holders +5
15new positions
12sold out
1famous investor
$11.79avg. 13F price*
At the end of Q4 2025, 89 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings, up 5 from Q3 2025. 15 opened new positions and 12 sold out. The largest holders were Coastal Bridge Advisors, LLC ($29.1M), Morgan Stanley ($26.1M) and Sit Investment Associates Inc. ($23.9M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Blackstone Strategic Credit
- CUSIP
- 09257R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.1M |
| Exits | 12 | $11.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,870,449 shares bought and 2,235,332 shares sold, net +635,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Coastal Bridge Advisors, LLC | 2.17% | Reduce -2.1% | 2,469,105 | $29.1M |
| Morgan Stanley | 0.00% | Add +3.5% | 2,213,045 | $26.1M |
| Sit Investment Associates Inc. | 0.47% | Add +141.9% | 2,025,340 | $23.9M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 1,942,770 | $22.9M |
| Bank of America Corp. | 0.00% | Reduce -23.4% | 1,931,495 | $22.8M |
| Raymond James Financial Inc. | 0.00% | Add +204.8% | 1,068,630 | $12.6M |
| Advisors Asset Management, Inc. | 0.18% | Reduce -10.8% | 911,571 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Add +1.6% | 900,076 | $10.6M |
| Cresset Asset Management, LLC | 0.03% | Add +6.6% | 637,602 | $7.6M |
| UBS Group AG | 0.00% | Reduce -0.3% | 489,740 | $5.8M |
| Transcend Capital Advisors, LLC | 0.42% | Reduce -15.8% | 454,372 | $5.4M |
| LPL Financial LLC | 0.00% | Add +20.7% | 335,974 | $4.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -8.0% | 332,233 | $3.9M |
| Pathstone Holdings, LLC | 0.01% | Add +1.4% | 327,771 | $3.9M |
| Invesco Ltd. | 0.00% | Reduce -18.0% | 296,866 | $3.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -17.9% | 278,481 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 256,453 | $3.0M |
| Elevation Point Wealth Partners, LLC | 0.14% | Reduce -8.5% | 253,401 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 253,152 | $3.0M |
| Logan Stone Capital, LLC | 0.59% | New | 202,024 | $2.4M |
| City of London Investment Management Co. Ltd. | 0.17% | Add +2.6% | 191,182 | $2.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.0% | 189,062 | $2.2M |
| Robbins Farley | 0.99% | Add +7.0% | 184,871 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | No change | 177,226 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -5.0% | 167,971 | $2.0M |
| Lalia Capital, LLC | 1.37% | — | 148,800 | $1.8M |
| Shaker Financial Services, LLC | 0.51% | Reduce -2.8% | 136,680 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.5% | 134,533 | $1.6M |
| Tranquility Partners, LLC | 0.46% | Reduce -0.8% | 107,455 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -23.8% | 102,881 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -11.4% | 88,481 | $1.0M |
| Clear Harbor Asset Management, LLC | 0.07% | Add +290.8% | 82,570 | $973K |
| &partners | 0.00% | Add +25.9% | 78,552 | $925K |
| Quantify Chaos Advisors, LLC | 2.46% | — | 68,975 | $813K |
| NewEdge Advisors, LLC | 0.00% | Add +2.2% | 64,389 | $759K |
| Stolper Co | 0.21% | Add +2.2% | 60,417 | $712K |
| Lido Advisors, LLC | 0.00% | No change | 56,848 | $692K |
| CSS LLC | 0.11% | New | 55,491 | $654K |
| First Trust Advisors LP | 0.00% | Reduce -56.1% | 53,958 | $636K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.5% | 52,198 | $615K |
| Closed-End Fund Advisors, Inc. | 0.36% | — | 52,172 | $615K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.6% | 48,285 | $573K |
| Oder Investment Management, LLC | 0.41% | Add +10.5% | 47,650 | $561K |
| Oppenheimer & Co. Inc. | 0.01% | Add +32.0% | 44,020 | $519K |
| Virtus Investment Advisers, LLC | 0.13% | Reduce -24.1% | 42,006 | $495K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 30,783 | $363K |
| Kingsview Wealth Management, LLC | 0.00% | Add +15.3% | 29,013 | $342K |
| DAVENPORT & Co LLC | 0.00% | No change | 27,827 | $328K |
| Moors & Cabot, Inc. | 0.01% | Add +1.3% | 23,350 | $275K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 20,251 | $245K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.9% | 20,327 | $241K |
| Readystate Asset Management LP | 0.02% | Reduce -17.7% | 20,226 | $238K |
| Advisory Services Network, LLC | 0.00% | Add +0.0% | 19,725 | $232K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 19,075 | $225K |
| Millennium Management | 0.00% | New | 18,361 | $216K |
| Essex Financial Services, Inc. | 0.01% | Add +0.0% | 16,644 | $196K |
| Susquehanna International Group, LLP | 0.00% | New | 16,424 | $193K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -13.6% | 16,349 | $193K |
| Ethos Financial Group, LLC | 0.01% | Add +1.8% | 15,718 | $185K |
| Sanctuary Advisors, LLC | 0.00% | No change | 13,928 | $164K |
| JT Stratford LLC | 0.02% | Reduce -2.5% | 13,150 | $155K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 11,700 | $138K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 11,686 | $138K |
| Keystone Financial Group | 0.01% | No change | 11,509 | $136K |
| SeaCrest Wealth Management, LLC | 0.01% | New | 11,318 | $135K |
| Spinnaker Investment Group, LLC | 0.02% | Reduce -74.6% | 11,428 | $135K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +54.0% | 11,400 | $134K |
| XTX Topco Ltd | 0.00% | New | 11,323 | $133K |
| M&T Bank Corp | 0.00% | No change | 11,306 | $133K |
| Melfa Wealth Management, Inc. | 0.08% | No change | 11,167 | $132K |
| 1776 Wealth LLC | 0.05% | New | 10,912 | $129K |
| Comerica Bank | 0.00% | Add +32.9% | 10,478 | $123K |
| Cetera Investment Advisers | 0.00% | Reduce -69.0% | 10,218 | $120K |
| Adalta Capital Management LLC | 0.05% | New | 10,000 | $119K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 10,000 | $118K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -84.6% | 9,000 | $106K |
| Noble Wealth Management PBC | 0.04% | Add +213.8% | 6,275 | $74K |
| Horrell Capital Management, Inc. | 0.03% | No change | 5,000 | $59K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,000 | $35K |
| Eagle Bay Advisors LLC | 0.02% | New | 2,800 | $33K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $29K |
| National Bank of Canada | 0.00% | New | 2,300 | $27K |
| Blue Trust, Inc. | 0.00% | New | 1,950 | $23K |
| Private Trust Co. NA | 0.00% | No change | 1,800 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 875 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 780 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 500 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 205 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.4% | 10 | $118 |
"% of holder's portfolio" is BGB's weight in each manager's 13F, not the share of Blackstone Strategic Credit the manager owns.