Nuveen Churchill Direct LendNCDL
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 50 institutions reported holding Nuveen Churchill Direct Lend (NCDL) in their 13F filings, up 11 from Q2 2024. 17 opened new positions and 5 sold out. The largest holders were Blue Owl Capital Holdings LP ($70.4M), Corient Private Wealth LP ($43.2M) and Nuveen Asset Management, LLC ($29.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen Churchill Direct Lend
- CUSIP
- 67090S108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $75.5M |
| Exits | 5 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 7,503,831 shares bought and 102,056 shares sold, net +7,401,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Blue Owl Capital Holdings LP | 13.67% | New | 4,039,553 | $70.4M |
| Corient Private Wealth LP | 0.07% | Add +243.5% | 2,477,953 | $43.2M |
| Nuveen Asset Management, LLC | 0.01% | No change | 1,662,050 | $29.0M |
| Stifel Financial Corp. | 0.01% | Reduce -0.9% | 533,494 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1045043.2% | 386,703 | $6.7M |
| Callodine Capital Management, LP | 1.28% | Add +16.8% | 350,389 | $6.1M |
| Snowden Capital Advisors LLC | 0.12% | Add +233.3% | 209,718 | $3.9M |
| Opal Wealth Advisors, LLC | 1.06% | Add +184.1% | 194,638 | $3.4M |
| Morgan Stanley | 0.00% | Add +46.5% | 189,697 | $3.3M |
| Acadian Asset Management LLC | 0.01% | Add +253.1% | 178,236 | $3.1M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Add +99.7% | 157,803 | $2.7M |
| Ares Management LLC | 0.06% | No change | 133,070 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +169.3% | 119,005 | $2.1M |
| Confluence Investment Management LLC | 0.03% | Add +0.9% | 118,161 | $2.1M |
| Renaissance Technologies | 0.00% | Add +248.7% | 108,800 | $1.9M |
| Millennium Management | 0.00% | Add +7.9% | 94,879 | $1.7M |
| UBS Group AG | 0.00% | Add +1499.6% | 87,978 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +1.2% | 83,772 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 67,348 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -8.1% | 66,264 | $1.2M |
| Aprio Wealth Management, LLC | 0.15% | Add +250.2% | 54,688 | $953K |
| Tranquility Partners, LLC | 0.31% | Add +207.4% | 48,960 | $853K |
| Marshall Wace, LLP | 0.00% | Reduce -39.8% | 47,855 | $834K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +82.8% | 47,702 | $831K |
| Two Sigma Investments, LP | 0.00% | Add +50.4% | 44,473 | $775K |
| Beacon Bridge Wealth Partners, LLC | 0.32% | Add +233.3% | 43,358 | $755K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +164.8% | 39,162 | $682K |
| Procyon Advisors, LLC | 0.05% | New | 38,005 | $662K |
| Bank of America Corp. | 0.00% | Add +80.3% | 37,607 | $655K |
| Caprock Group, LLC | 0.02% | New | 27,002 | $485K |
| Pallas Capital Advisors LLC | 0.02% | New | 26,616 | $451K |
| Vise Technologies, Inc. | 0.05% | New | 23,242 | $405K |
| Hudson Value Partners, LLC | 0.15% | New | 21,609 | $376K |
| SpiderRock Advisors, LLC | 0.01% | Add +16.6% | 20,276 | $353K |
| Qube Research & Technologies Ltd | 0.00% | Add +11.5% | 20,060 | $349K |
| World Investment Advisors | 0.01% | New | 18,849 | $328K |
| Accurate Wealth Management, LLC | 0.05% | New | 14,746 | $258K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,547 | $219K |
| Dudley Capital Management, LLC | 0.11% | New | 11,714 | $204K |
| Blair William & Co. | 0.00% | New | 10,481 | $183K |
| Catalina Capital Group, LLC | 0.06% | New | 10,449 | $182K |
| Wells Fargo & Company | 0.00% | Add +50.1% | 10,423 | $182K |
| JT Stratford LLC | 0.03% | Add +0.8% | 10,330 | $180K |
| Virtus Advisers, LLC | 0.06% | New | 7,737 | $135K |
| Sunbelt Securities, Inc. | 0.01% | Add +36.6% | 7,496 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Add +119.8% | 3,201 | $56K |
| Citigroup Inc. | 0.00% | New | 2,288 | $40K |
| Royal Bank of Canada | 0.00% | New | 1,200 | $21K |
| Signaturefd, LLC | 0.00% | Add +133.3% | 945 | $16K |
| NewEdge Advisors, LLC | 0.00% | New | 423 | $7K |
"% of holder's portfolio" is NCDL's weight in each manager's 13F, not the share of Nuveen Churchill Direct Lend the manager owns.