$BGB

$10.99 +$0.05 (0.46%) Close

$BGB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 44.7M shares outstanding

Who owns BGB?

By type of holder

Institutions 51.0% Everyone else 49.0%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 36.2%

Sit Investment Associates Inc 8.1% · Morgan Stanley 5.7%

Institutional ownership

51.0%

+3.7 pts vs last qtr

Institutional holders

+5 vs last qtr

Net shares bought

+1.7M

by institutions in Q2 2026

New / sold out

13 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +940.0K
Sit Investment Associates Inc +882.3K

Biggest sellers in Q2 2026

Bank Of America Corp /de/ −316.5K
Advisors Asset Management, Inc. −248.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Blackstone Strategic Credit 2027 Term Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Blackstone Strategic Credit 2027 Term Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years45% 3–5 years16% 1–3 years26% Under 1 year14%

Quarterly turnover

10.2%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting BGB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SI Sit Investment Associates Inc	3.6M	8.14%	+882.3K (+32.0%)	2025	0.8%
Shares held by quarter Peak holding3.6M (Q2'26) Change over 8 quarters+3.6M Share of the company8.140% Sit Investment Associates Inc's full portfolio →
MS Morgan Stanley	2.5M	5.68%	+312.3K (+14.0%)	≤2021	0.0%
Shares held by quarter Peak holding2.5M (Q2'26) Change over 8 quarters+639.9K Share of the company5.680% Morgan Stanley's full portfolio →

Sit Investment Associates Inc

3.6M

% of company

8.14%

Change vs last qtr

+882.3K (+32.0%)

Held since

2025

Morgan Stanley

2.5M

% of company

5.68%

Change vs last qtr

+312.3K (+14.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Blackstone Strategic Credit 2027 Term Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BGB on Form N-PORT; together they hold 1.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
GS Guggenheim Strategic Opportunities Fund Guggenheim Strategic Opportunities Fund	$2.11M	186.7K	0.42%	0.09%	February 27, 2026
GA Guggenheim Active Allocation Fund Guggenheim Active Allocation Fund	$1.03M	91.4K	0.20%	0.19%	February 27, 2026

Guggenheim Strategic Opportunities Fund

Position value

$2.11M

% of company

0.42%

% of the fund

0.09%

As of

February 27, 2026

Guggenheim Active Allocation Fund

Position value

$1.03M

% of company

0.20%

% of the fund

0.19%

As of

February 27, 2026

11 more funds behind a free account

See every fund holding Blackstone Strategic Credit 2027 Term Fund and how much of the fund the position is.

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