DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN CHURCHILL DIRECT LEND (NCDL)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
69
Reporting holders
$195.4M
Reported value
31.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+2
Holder change
Institutions report 15,711,239 shares against 49,387,065 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 |
|---|---|---|---|---|---|
| Blue Owl Capital Holdings LP | $26.6M | 2,143,626 | 4.01% | 8q | HELD |
| Corient Private Wealth LP | $20.0M | 1,613,098 | 0.03% | 9q | -6.9%-$1.5M |
| UBS Group AG | $12.4M | 997,794 | 0.00% | 10q | +46.3%+$3.9M |
| ARES MANAGEMENT LLC | $11.9M | 958,826 | 0.52% | 10q | +66.8%+$4.8M |
| BROWN BROTHERS HARRIMAN & CO | $11.5M | 921,978 | 0.05% | 4q | HELD |
| Invesco Ltd. | $11.1M | 893,252 | 0.00% | 4q | HELD |
| VAN ECK ASSOCIATES CORP | $9.5M | 767,952 | 0.01% | 5q | +49.5%+$3.2M |
| Opal Wealth Advisors, LLC | $7.9M | 634,271 | 1.70% | 9q | +1.4%+$112.5K |
| Diameter Capital Partners LP | $7.5M | 604,645 | 0.61% | 3q | -56.2%-$9.6M |
| TWO SIGMA INVESTMENTS, LP | $6.9M | 552,184 | 0.00% | 9q | -12.5%-$975.8K |
| Cresset Asset Management, LLC | $6.0M | 465,308 | 0.02% | 6q | +892.0%+$5.4M |
| MORGAN STANLEY | $5.7M | 456,477 | 0.00% | 10q | +23.6%+$1.1M |
| Hennion & Walsh Asset Management, Inc. | $5.5M | 442,680 | 0.16% | 10q | +2.9%+$157.1K |
| Callodine Capital Management, LP | $4.9M | 398,400 | 0.32% | 10q | -11.5%-$640.9K |
| Centurion Wealth Management LLC | $3.9M | 312,308 | 0.93% | new | NEW |
| STIFEL FINANCIAL CORP | $3.8M | 306,647 | 0.00% | 9q | -8.7%-$361.4K |
| Bulldog Investors, LLP | $3.1M | 251,034 | 0.69% | 3q | +11.7%+$325.6K |
| WELLS FARGO & COMPANY/MN | $3.0M | 242,483 | 0.00% | 10q | -22.1%-$854.3K |
| Nuveen, LLC | $2.8M | 226,765 | 0.00% | 6q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.8M | 222,515 | 0.00% | 10q | +50.4%+$926.6K |
| GraniteShares Advisors LLC | $2.5M | 201,777 | 1.61% | 7q | +15.1%+$327.9K |
| AMERIPRISE FINANCIAL INC | $2.2M | 178,339 | 0.00% | 9q | -14.1%-$362.7K |
| Saba Capital Management, L.P. | $2.2M | 177,776 | 0.06% | new | NEW |
| Adams Asset Advisors, LLC | $1.6M | 132,279 | 0.19% | 7q | +45.3%+$512.4K |
| Trexquant Investment LP | $1.6M | 130,728 | 0.01% | 7q | -35.4%-$890.3K |
| Closed-End Fund Advisors, Inc. | $1.6M | 126,329 | 1.53% | 3q | +35.9%+$414.5K |
| Aprio Wealth Management, LLC | $1.3M | 105,017 | 0.06% | 9q | -9.8%-$141.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 87,739 | 0.00% | 10q | HELD |
| Vise Technologies, Inc. | $1.1M | 86,465 | 0.01% | 3q | -9.2%-$109.1K |
| Almitas Capital LLC | $871.4K | 70,160 | 0.21% | 3q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $855.8K | 68,907 | 0.01% | 10q | HELD |
| NEUBERGER BERMAN GROUP LLC | $791.8K | 63,750 | 0.00% | 6q | -8.6%-$75.0K |
| RENAISSANCE TECHNOLOGIES LLC | $782.5K | 63,000 | 0.00% | 9q | -58.6%-$1.1M |
| Lido Advisors, LLC | $735.5K | 57,510 | 0.00% | 5q | +6.9%+$47.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $733.7K | 59,077 | 0.00% | 8q | HELD |
| BEARING POINT CAPITAL, LLC | $679.4K | 54,700 | 0.09% | new | NEW |
| Accurate Wealth Management, LLC | $564.9K | 43,862 | 0.05% | 8q | -14.1%-$92.9K |
| World Investment Advisors | $550.7K | 43,297 | 0.01% | 8q | HELD |
| GOLDMAN SACHS GROUP INC | $529.8K | 42,659 | 0.00% | 8q | -66.0%-$1.0M |
| Global Retirement Partners, LLC | $513.9K | 41,378 | 0.01% | 3q | +762.8%+$454.3K |
| NOTTINGHAM ADVISORS, INC. | $496.2K | 39,353 | 0.06% | 2q | +62.6%+$191.1K |
| Procyon Advisors, LLC | $491.6K | 39,584 | 0.02% | 8q | HELD |
| Hudson Value Partners, LLC | $468.5K | 37,720 | 0.12% | 8q | HELD |
| NewEdge Wealth, LLC | $437.6K | 35,232 | 0.00% | 3q | -60.8%-$677.4K |
| Beacon Bridge Wealth Partners, LLC | $411.3K | 33,113 | 0.12% | 9q | +2.1%+$8.5K |
| XTX Topco Ltd | $368.0K | 29,633 | 0.00% | new | NEW |
| BI Asset Management Fondsmaeglerselskab A/S | $368.0K | 29,621 | 0.00% | 6q | -81.0%-$1.6M |
| Virtus Investment Advisers, LLC | $325.2K | 26,180 | 0.08% | 6q | -8.3%-$29.6K |
| Gotham Asset Management, LLC | $248.4K | 20,000 | 0.00% | 6q | HELD |
| Snowden Capital Advisors LLC | $232.0K | 18,124 | 0.01% | 9q | +5.1%+$11.3K |
| DUDLEY CAPITAL MANAGEMENT, LLC | $220.5K | 17,750 | 0.09% | 8q | HELD |
| GW HENSSLER & ASSOCIATES LTD | $219.1K | 17,644 | 0.01% | 6q | -3.7%-$8.4K |
| Y-Intercept (Hong Kong) Ltd | $202.7K | 16,318 | 0.00% | new | NEW |
| Cerity Partners LLC | $183.8K | 14,798 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $176.7K | 14,229 | 0.00% | new | NEW |
| Prota Financial, LLC | $155.2K | 12,240 | 0.10% | 3q | HELD |
| NOMURA HOLDINGS INC | $149.0K | 12,000 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $144.6K | 11,643 | 0.00% | new | NEW |
| QTR Family Wealth, LLC | $124.5K | 10,024 | 0.04% | 4q | -60.4%-$190.0K |
| BNP PARIBAS FINANCIAL MARKETS | $121.4K | 9,771 | 0.00% | 5q | +510.7%+$101.5K |
| NewEdge Advisors, LLC | $63.0K | 5,073 | 0.00% | 8q | -15.0%-$11.1K |
| Arax Advisory Partners | $57.1K | 4,600 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $49.1K | 3,950 | 0.00% | new | NEW |
| BARCLAYS PLC | $41.0K | 3,304 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $20.0K | 1,648 | 0.00% | 8q | -57.4%-$27.0K |
| Tower Research Capital LLC (TRC) | $3.7K | 300 | 0.00% | new | NEW |
| BFC Planning, Inc. | $2.9K | 235 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $1.8K | 145 | 0.00% | 2q | -84.7%-$9.9K |
| Caitong International Asset Management Co., Ltd | $186 | 15 | 0.00% | 3q | -42.3% |
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 | 22 | $25.8M | 2,301,896 | 4 | 7 | 8 | 0.0% |
| Q2 2026 | 69 | $195.4M | 15,711,239 | 13 | 18 | 23 | 0.0% |
| Q1 2026 | 67 | $194.1M | 15,239,511 | 8 | 25 | 21 | 0.0% |
| Q4 2025 | 85 | $233.0M | 17,456,443 | 16 | 24 | 27 | 0.0% |
| Q3 2025 | 78 | $188.2M | 13,630,468 | 20 | 26 | 17 | 0.0% |
| Q2 2025 | 72 | $228.8M | 14,124,255 | 11 | 32 | 19 | 0.0% |
| Q1 2025 | 80 | $247.8M | 14,587,732 | 17 | 23 | 28 | 0.0% |
| Q4 2024 | 81 | $269.4M | 16,043,153 | 30 | 35 | 5 | 0.0% |
| Q3 2024 | 50 | $214.7M | 12,309,658 | 17 | 28 | 3 | 0.0% |
| Q2 2024 | 39 | $78.7M | 4,523,198 | 19 | 12 | 5 | 0.0% |
| Q1 2024 | 24 | $52.7M | 2,922,749 | 23 | 0 | 0 | 0.0% |