Nuveen Churchill Direct LendNCDL

13F holders, Q4 2024 (December 31)
81holders +31
30new positions
2sold out
3famous investors
$16.79avg. 13F price*

At the end of Q4 2024, 81 institutions reported holding Nuveen Churchill Direct Lend (NCDL) in their 13F filings, up 31 from Q3 2024. 30 opened new positions and 2 sold out. The largest holders were Blue Owl Capital Holdings LP ($67.8M), Corient Private Wealth LP ($45.5M) and Nuveen Asset Management, LLC ($27.9M). 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

020406080100 Q1 2024: 24Q1 2024Q2 2024: 39Q2 2024Q3 2024: 50Q3 2024Q4 2024: 81Q4 2024Q1 2025: 80Q1 2025Q2 2025: 72Q2 2025Q3 2025: 78Q3 2025Q4 2025: 84Q4 2025Q1 2026: 67Q1 2026Q2 2026: 68Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions30$17.4M
Exits2$585K

All 13F filers, Q3 2024 → Q4 2024: 4,239,744 shares bought and 151,952 shares sold, net +4,087,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Blue Owl Capital Holdings LP 15.67% No change 4,039,553 $67.8M
Corient Private Wealth LP 0.08% Add +9.5% 2,712,348 $45.5M
Nuveen Asset Management, LLC 0.01% No change 1,662,050 $27.9M
JPMorgan Chase & Co. 0.00% Add +94.3% 751,442 $12.6M
Stifel Financial Corp. 0.01% Reduce -4.9% 507,447 $8.5M
Millennium Management 0.01% Add +361.6% 437,992 $7.3M
Snowden Capital Advisors LLC 0.23% Add +100.0% 419,541 $7.3M
Opal Wealth Advisors, LLC 2.02% Add +105.6% 400,231 $6.7M
Goldman Sachs Group Inc. 0.00% Add +459.6% 376,871 $6.3M
Callodine Capital Management, LP 1.21% No change 350,389 $5.9M
Morgan Stanley 0.00% Add +64.1% 311,341 $5.2M
Ieq Capital, LLC 0.05% New 285,941 $4.8M
Renaissance Technologies 0.01% Add +146.2% 267,900 $4.5M
Wells Fargo & Company 0.00% Add +2468.4% 267,709 $4.5M
Marshall Wace, LLP 0.01% Add +403.7% 241,043 $4.0M
Hennion & Walsh Asset Management, Inc. 0.16% Add +34.1% 211,589 $3.6M
Ameriprise Financial Inc. 0.00% Add +50.5% 179,049 $3.0M
UBS Group AG 0.00% Add +98.6% 174,707 $2.9M
Two Sigma Investments, LP 0.01% Add +244.4% 153,150 $2.6M
GraniteShares Advisors LLC 1.56% New 147,155 $2.5M
Ares Management LLC 0.08% No change 133,070 $2.2M
Trexquant Investment LP 0.03% New 130,629 $2.2M
Citadel Advisors 0.00% Add +96.6% 130,287 $2.2M
Confluence Investment Management LLC 0.03% Add +0.4% 118,602 $2.0M
Aprio Wealth Management, LLC 0.27% Add +104.1% 111,604 $1.9M
Acadian Asset Management LLC 0.00% Reduce -50.3% 88,649 $1.5M
Beacon Bridge Wealth Partners, LLC 0.62% Add +100.0% 86,721 $1.5M
Merit Financial Group, LLC 0.03% No change 83,772 $1.4M
Tranquility Partners, LLC 0.52% Add +67.3% 81,914 $1.4M
Bank of America Corp. 0.00% Add +102.1% 75,991 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +54.7% 73,805 $1.2M
Accurate Wealth Management, LLC 0.21% Add +348.1% 66,070 $1.1M
Procyon Advisors, LLC 0.07% Add +67.6% 63,704 $1.1M
Caprock Group, LLC 0.03% Add +100.0% 54,006 $936K
HRT Financial LP 0.00% New 54,424 $913K
Qube Research & Technologies Ltd 0.00% Add +132.6% 46,657 $783K
Marex Group Ltd 0.01% New 45,476 $763K
World Investment Advisors 0.02% Add +129.7% 43,297 $727K
Hudson Value Partners, LLC 0.27% Add +98.8% 42,954 $721K
Elevation Point Wealth Partners, LLC 0.05% Reduce -1.1% 38,730 $650K
Dudley Capital Management, LLC 0.28% Add +174.8% 32,187 $540K
Magnetar Financial LLC 0.01% New 31,859 $535K
Adams Asset Advisors, LLC 0.07% New 31,012 $520K
Balyasny Asset Management L.P. 0.00% New 29,233 $491K
Gsa Capital Partners LLP 0.04% New 28,692 $481K
Family Office Research LLC 0.21% — 28,456 $477K
EntryPoint Capital, LLC 0.20% New 28,416 $477K
Commonwealth Equity Services, LLC 0.00% Add +98.3% 24,880 $417K
Pallas Capital Advisors LLC 0.02% Reduce -8.7% 24,302 $408K
Blair William & Co. 0.00% Add +100.0% 20,965 $352K
LPL Financial LLC 0.00% New 20,576 $345K
Cubist Systematic Strategies, LLC 0.01% New 20,205 $339K
Sei Investments Co. 0.00% New 18,421 $309K
Jane Street Group, LLC 0.00% New 18,047 $303K
ExodusPoint Capital Management, LP 0.00% New 17,428 $292K
Modera Wealth Management, LLC 0.00% New 16,414 $275K
Dover Advisors, LLC 0.15% New 15,500 $260K
Integrated Wealth Concepts LLC 0.00% New 13,572 $228K
Cerity Partners LLC 0.00% New 13,213 $228K
Catalina Capital Group, LLC 0.07% Add +26.2% 13,184 $221K
Hurley Capital, LLC 0.18% — 13,045 $220K
Virtus Advisers, LLC 0.09% Add +67.3% 12,947 $217K
XTX Topco Ltd 0.02% New 12,245 $205K
Entropy Technologies, LP 0.02% New 11,264 $189K
Two Sigma Advisers, LP 0.00% New 11,100 $186K
Vestia Personal Wealth Advisors 0.15% New 10,986 $184K
Atlatl Advisers LLC 0.11% — 10,681 $179K
OneAscent Wealth Management LLC 0.07% New 10,183 $171K
BlackRock, Inc. 0.00% New 8,688 $146K
Sunbelt Securities, Inc. 0.01% Add +0.1% 7,505 $127K
Farther Finance Advisors, LLC 0.00% Add +72.2% 5,512 $92K
NewEdge Advisors, LLC 0.00% Add +680.1% 3,300 $55K
Citigroup Inc. 0.00% Add +28.1% 2,932 $49K
Tower Research Capital LLC (TRC) 0.00% New 2,886 $48K
Royal Bank of Canada 0.00% Add +83.3% 2,200 $37K
Bellevue Asset Management, LLC 0.01% New 1,661 $28K
Signaturefd, LLC 0.00% Add +1.5% 959 $16K
Richards, Merrill & Peterson, Inc. 0.00% — 500 $8K
National Bank of Canada 0.00% New 138 $2K
Point72 (DIFC) Ltd 0.00% New 46 $772
BNP Paribas Financial Markets 0.00% New 3 $50

"% of holder's portfolio" is NCDL's weight in each manager's 13F, not the share of Nuveen Churchill Direct Lend the manager owns.