DaveManuel.com · Institutional Ownership · Who Owns It
BLACKSTONE SECD LENDING FD (BXSL)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
370
Reporting holders
$2.2B
Reported value
37.7%
Of shares outstanding
2.6%
Calls
2.0%
Puts
-17
Holder change
Institutions report 87,928,810 shares against 232,970,063 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $150.8M | 6,358,639 | 0.01% | 19q | +6.0%+$8.6M |
| BANK OF AMERICA CORP /DE/ | $133.6M | 5,633,953 | 0.01% | 19q | -2.2%-$3.0M |
| UBS Group AG | $121.5M | 5,126,083 | 0.02% | 19q | +8.4%+$9.4M |
| VAN ECK ASSOCIATES CORP | $98.7M | 4,161,539 | 0.06% | 17q | +96.3%+$48.4M |
| STRS OHIO | $94.8M | 4,000,000 | 0.36% | 2q | HELD |
| Ensign Peak Advisors, Inc | $78.1M | 3,295,115 | 0.13% | 10q | +26.6%+$16.4M |
| Blackstone Inc. | $76.0M | 3,206,530 | 0.20% | 19q | HELD |
| NOMURA ASSET MANAGEMENT CO LTD | $74.8M | 3,154,452 | 0.16% | 19q | -11.4%-$9.7M |
| Generali Asset Management SPA SGR | $61.7M | 2,602,594 | 1.12% | 7q | +3.3%+$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55.0M incl. $52.8M options CALL+PUT | 94,457 | 0.00% | 12q | -61.2%-$86.9M |
| Corient Private Wealth LP | $54.0M | 2,276,137 | 0.07% | 15q | -9.9%-$5.9M |
| OMERS ADMINISTRATION Corp | $52.6M | 2,216,715 | 0.31% | 19q | HELD |
| WELLS FARGO & COMPANY/MN | $47.3M | 1,993,884 | 0.01% | 19q | -2.1%-$1.0M |
| Sound Income Strategies, LLC | $43.2M | 1,820,327 | 1.94% | 14q | +5.8%+$2.4M |
| JPMORGAN CHASE & CO | $37.0M | 1,501,005 | 0.00% | 19q | +5.8%+$2.0M |
| ROYAL BANK OF CANADA | $35.6M | 1,501,081 | 0.01% | 19q | +5.6%+$1.9M |
| Creative Planning | $30.6M | 1,288,752 | 0.02% | 18q | -5.3%-$1.7M |
| Cresset Asset Management, LLC | $28.7M | 1,172,912 | 0.10% | 13q | +23.3%+$5.4M |
| Muzinich & Co., Inc. | $28.4M | 1,197,277 | 9.70% | 16q | +0.7%+$210.1K |
| HighTower Advisors, LLC | $26.4M | 1,113,228 | 0.03% | 19q | +16.3%+$3.7M |
| GOLDMAN SACHS GROUP INC | $25.3M | 1,068,949 | 0.00% | 8q | +623.6%+$21.8M |
| Lunate Capital Ltd | $23.7M | 1,000,818 | 12.11% | new | NEW |
| Russell Investments Group, Ltd. | $23.7M | 998,706 | 0.02% | 3q | +37.4%+$6.4M |
| Sumitomo Mitsui Trust Group, Inc. | $21.4M | 901,348 | 0.01% | 16q | +0.5%+$113.8K |
| ARES MANAGEMENT LLC | $21.2M | 895,687 | 0.93% | 16q | +11.2%+$2.1M |
| Progeny 3, Inc. | $18.3M | 772,156 | 0.94% | 7q | HELD |
| CITADEL ADVISORS LLC | $17.8M incl. $15.4M options CALL+PUT | 101,265 | 0.00% | 15q | HELD |
| Altshuler Shaham Ltd | $17.8M | 750,000 | 0.22% | 3q | HELD |
| BlackRock, Inc. | $17.7M | 745,196 | 0.00% | 8q | -2.1%-$374.7K |
| Clarity Financial LLC | $17.0M | 718,144 | 1.45% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $16.9M | 714,515 | 0.01% | 8q | +13.9%+$2.1M |
| D. E. Shaw & Co., Inc. | $16.6M | 699,954 | 0.01% | 5q | +45.6%+$5.2M |
| LPL Financial LLC | $16.3M | 686,872 | 0.00% | 16q | +9.3%+$1.4M |
| RAYMOND JAMES FINANCIAL INC | $15.6M | 656,405 | 0.00% | 7q | -3.9%-$628.1K |
| Rockefeller Capital Management L.P. | $14.8M | 622,195 | 0.02% | 18q | +31.1%+$3.5M |
| FMR LLC | $13.9M | 588,115 | 0.00% | 4q | +3.3%+$444.2K |
| Allen Investment Management, LLC | $13.7M | 579,652 | 0.16% | 11q | -13.0%-$2.1M |
| Janney Montgomery Scott LLC | $13.5M | 570,796 | 0.03% | new | NEW |
| AMERIPRISE FINANCIAL INC | $13.5M | 567,298 | 0.00% | 19q | -32.6%-$6.5M |
| FRANKLIN RESOURCES INC | $12.1M | 512,138 | 0.00% | 10q | -15.9%-$2.3M |
| Border to Coast Pensions Partnership Ltd | $11.8M | 500,000 | 0.17% | 8q | -16.7%-$2.4M |
| JANE STREET GROUP, LLC | $11.3M CALL+PUT | options only | 0.00% | 14q | OPTIONS |
| BROWN BROTHERS HARRIMAN & CO | $11.2M | 472,521 | 0.05% | 5q | +42.4%+$3.3M |
| ENVESTNET ASSET MANAGEMENT INC | $10.9M | 460,164 | 0.00% | 16q | +45.9%+$3.4M |
| Cetera Investment Advisers | $10.9M | 458,475 | 0.01% | 16q | +35.1%+$2.8M |
| Global Strategic Investment Solutions, LLC | $9.7M | 410,881 | 0.86% | 17q | +1.5%+$145.7K |
| All Terrain Financial Advisors, LLC | $9.2M | 389,924 | 1.50% | new | NEW |
| John & Kathleen Schreiber Foundation | $9.0M | 381,581 | 9.45% | 16q | HELD |
| Columbus Macro, LLC | $8.8M | 372,288 | 0.86% | 7q | +50.1%+$2.9M |
| QTR Family Wealth, LLC | $8.6M | 362,376 | 2.99% | 6q | +201.8%+$5.7M |
| GCM Grosvenor Holdings, LLC | $8.3M | 350,000 | 0.36% | new | NEW |
| STATE STREET CORP | $8.2M | 333,182 | 0.00% | 6q | +17.8%+$1.2M |
| Cambridge Investment Research Advisors, Inc. | $7.4M | 311,824 | 0.01% | 13q | +108.2%+$3.8M |
| LaFleur & Godfrey LLC | $6.6M | 277,925 | 0.78% | 8q | -0.5%-$35.8K |
| AlphaCore Capital LLC | $6.5M | 275,514 | 0.12% | 6q | +227.5%+$4.5M |
| OSAIC HOLDINGS, INC. | $6.5M | 273,166 | 0.01% | 19q | +3.4%+$210.3K |
| Lido Advisors, LLC | $6.1M | 251,447 | 0.02% | 5q | +144.6%+$3.6M |
| Focus Partners Wealth | $5.8M | 244,893 | 0.01% | 3q | +12.5%+$648.3K |
| Prota Financial, LLC | $5.7M | 240,592 | 3.78% | 3q | +5.1%+$279.5K |
| Sanctuary Advisors, LLC | $5.7M | 241,978 | 0.03% | 9q | +70.6%+$2.4M |
| Perissos Private Wealth Management, LLC | $5.6M | 236,287 | 3.78% | 10q | -8.2%-$498.9K |
| HRT FINANCIAL LP | $5.6M | 234,390 | 0.01% | new | NEW |
| SFMG, LLC | $5.5M | 231,526 | 0.33% | 7q | -0.6%-$31.7K |
| M&G PLC | $5.4M | 225,000 | 0.03% | 4q | -25.0%-$1.8M |
| Advisors Asset Management, Inc. | $5.1M | 215,080 | 0.08% | 13q | +13.2%+$595.6K |
| SHIKIAR ASSET MANAGEMENT INC | $5.0M | 212,500 | 1.27% | 17q | -19.8%-$1.2M |
| Quadrant Private Wealth Management, LLC | $4.8M | 198,067 | 1.09% | 17q | +9.3%+$412.4K |
| IMC-Chicago, LLC | $4.8M CALL+PUT | options only | 0.00% | 4q | OPTIONS |
| Steward Partners Investment Advisory, LLC | $4.8M | 203,563 | 0.02% | 18q | -14.7%-$831.0K |
| Ilex Capital Partners (UK) LLP | $4.7M | 198,141 | 0.10% | new | NEW |
| GROUP ONE TRADING LLC | $4.6M CALL+PUT | options only | 0.01% | 14q | OPTIONS |
| DENALI ADVISORS LLC | $4.5M | 191,023 | 0.46% | 8q | -6.4%-$311.2K |
| QVT Financial LP | $4.4M | 187,226 | 0.26% | 3q | -25.0%-$1.5M |
| SIMPLEX TRADING, LLC | $4.2M incl. $4.0M options CALL+PUT | 8,833 | 0.00% | 15q | -77.8%-$14.7M |
| OLD SECOND NATIONAL BANK OF AURORA | $4.2M | 175,465 | 0.78% | new | NEW |
| Mariner, LLC | $4.1M | 174,944 | 0.00% | 18q | +33.2%+$1.0M |
| Callodine Capital Management, LP | $4.0M | 169,800 | 0.26% | 18q | +352.8%+$3.1M |
| STIFEL FINANCIAL CORP | $3.9M | 165,640 | 0.00% | 18q | +6.1%+$227.0K |
| Naviter Wealth, LLC | $3.9M | 160,290 | 0.36% | 10q | +17.5%+$584.6K |
| JUPITER ASSET MANAGEMENT LTD | $3.9M | 165,969 | 0.02% | new | NEW |
| Americana Partners, LLC | $3.7M | 157,735 | 0.08% | 14q | +2.4%+$87.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.6M | 147,236 | 0.07% | 4q | +36.5%+$963.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $3.5M | 146,606 | 0.05% | 19q | +1.8%+$60.7K |
| Amplius Wealth Advisors, LLC | $3.5M | 146,335 | 0.25% | 19q | -23.7%-$1.1M |
| Venture Visionary Partners LLC | $3.5M | 145,992 | 0.10% | 11q | HELD |
| Arkadios Wealth Advisors | $3.4M | 143,326 | 0.05% | 5q | +4.4%+$143.6K |
| Vestmark Advisory Solutions, Inc. | $3.4M | 142,236 | 0.03% | 3q | +36.9%+$909.3K |
| Baird Financial Group, Inc. | $3.4M | 141,347 | 0.00% | 14q | -5.4%-$192.1K |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.3M | 139,082 | 0.22% | 18q | HELD |
| Williams Jones Wealth Management, LLC. | $3.3M | 139,043 | 0.04% | 10q | +156.7%+$2.0M |
| MAGNOLIA CAPITAL ADVISORS LLC | $3.3M | 137,152 | 0.56% | 9q | +21.5%+$575.9K |
| GFS Advisors, LLC | $3.2M | 74,450 | 0.17% | 12q | +4.1%+$125.8K |
| Parkwood LLC | $3.0M | 127,638 | 0.22% | 7q | HELD |
| Waterloo Capital, L.P. | $3.0M | 127,608 | 0.17% | 11q | +964.3%+$2.7M |
| Schonfeld Strategic Advisors LLC | $3.0M | 126,726 | 0.01% | new | NEW |
| Whipplewood Advisors, LLC | $2.9M | 121,437 | 1.94% | 7q | +46.5%+$914.5K |
| Cornerstone Advisory, LLC | $2.8M | 116,743 | 0.23% | 4q | -9.3%-$283.1K |
| Institute for Wealth Management, LLC. | $2.7M | 115,773 | 0.24% | 12q | +237.8%+$1.9M |
| Pine Valley Investments Ltd Liability Co | $2.7M | 115,488 | 0.11% | 12q | -12.7%-$399.7K |
| Summit Financial, LLC | $2.6M | 107,151 | 0.03% | 4q | +78.8%+$1.2M |
Showing the largest 100 of 370 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-12 | 2026-08-10 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 115 | $274.6M | 11,339,540 | 12 | 46 | 27 | 0.0% |
| Q2 2026 | 370 | $2.2B | 87,928,810 | 49 | 138 | 98 | 4.6% |
| Q1 2026 | 387 | $2.1B | 82,776,665 | 55 | 146 | 112 | 4.9% |
| Q4 2025 | 401 | $2.3B | 85,580,805 | 61 | 104 | 143 | 2.4% |
| Q3 2025 | 384 | $2.2B | 81,763,182 | 37 | 155 | 106 | 2.3% |
| Q2 2025 | 394 | $2.7B | 85,808,385 | 49 | 146 | 96 | 1.4% |
| Q1 2025 | 379 | $2.6B | 79,571,135 | 44 | 154 | 91 | 1.0% |
| Q4 2024 | 376 | $2.5B | 77,213,303 | 56 | 154 | 73 | 1.4% |
| Q3 2024 | 344 | $2.0B | 67,428,990 | 53 | 136 | 76 | 1.1% |
| Q2 2024 | 307 | $2.0B | 63,676,715 | 35 | 125 | 74 | 0.7% |
| Q1 2024 | 300 | $2.3B | 72,429,814 | 42 | 114 | 71 | 0.7% |
| Q4 2023 | 287 | $1.7B | 60,932,459 | 42 | 110 | 58 | 0.6% |
| Q3 2023 | 255 | $1.4B | 52,444,442 | 40 | 98 | 63 | 0.6% |
| Q2 2023 | 233 | $1.4B | 49,892,374 | 42 | 80 | 57 | 0.7% |
| Q1 2023 | 205 | $1.3B | 50,210,356 | 67 | 73 | 27 | 1.0% |
| Q4 2022 | 163 | $1.1B | 51,036,061 | 39 | 61 | 25 | 0.2% |
| Q3 2022 | 138 | $4.3B | 187,368,073 | 53 | 68 | 7 | 0.0% |
| Q2 2022 | 103 | $1.1B | 45,793,481 | 31 | 53 | 9 | 0.0% |
| Q1 2022 | 79 | $1.1B | 40,220,613 | 52 | 19 | 4 | 0.0% |
| Q4 2021 | 30 | $275.3M | 8,094,094 | 29 | 0 | 0 | 0.0% |