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Blackstone Mortgage TR

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Union Bancaire Privee, UBP SA
NEW
Shares266,157,000
Change+266,157,000
Value$99
Filed 2026-11-04
Corbyn Investment Management Inc
INCREASED
Shares14,911,000 from 14,607,000
Change+304,000 (+2%)
Value$14.9M (+$321.1K)
Filed 2026-10-30
Piper Sandler & Co.
INCREASED
Shares13,975,000 from 8,975,000
Change+5,000,000 (+56%)
Value$13.9M (+$5.1M)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares6,785,000 from 6,581,000
Change+204,000 (+3%)
Value$6.8M (+$111.2K)
Filed 2026-11-06
Eagle Point Credit Management LLC
UNCHANGED
Shares1,395,000 from 1,395,000
Change0 (0%)
Value$1.4M (-$1.7K)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares1,006,000 from 1,006,000
Change0 (0%)
Value$997.2K (-$15.7K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares791,000 from 879,000
Change-88,000 (-10%)
Value$788.0K (-$86.6K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares486,000 from 459,000
Change+27,000 (+6%)
Value$480.7K (+$25.9K)
Filed 2026-10-23
Left Brain Wealth Management, LLC
UNCHANGED
Shares220,000 from 220,000
Change0 (0%)
Value$218.1K (-$3.4K)
Filed 2026-10-28
Sculati Wealth Management, LLC
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$199.1K (+$1.4K)
Filed 2026-10-19
Jefferies Financial Group Inc.
UNCHANGED
Shares108,000 from 108,000
Change0 (0%)
Value$108.0K ($0)
Filed 2026-11-05
Harbor Investment Advisory, LLC
NEW
Shares90,000
Change+90,000
Value$89.7K
Filed 2026-10-13
Clearstead Advisors, LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$79.7K (+$100)
Filed 2026-11-06
180 Wealth Advisors, LLC
DECREASED
Shares66,000 from 67,000
Change-1,000 (-1%)
Value$65.8K (-$912)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$49.8K (+$63)
Filed 2026-11-06
LVZ, Inc.
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$49.8K (+$63)
Filed 2026-10-20
Northside Capital Management, LLC
UNCHANGED
Shares28,000 from 28,000
Change0 (0%)
Value$27.7K (-$52)
Filed 2026-10-13
Bokf, NA
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$24.9K (+$31)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares23,000 from 15,000
Change+8,000 (+53%)
Value$23 (+$8)
Filed 2026-11-02
Goldstein Advisors, LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$17.8K (-$34)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$15.0K (+$66)
Filed 2026-10-13
True Private Wealth Advisors
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$13.0K (+$16)
Filed 2026-10-19
Greenspring Advisors, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$13.0K (-$162)
Filed 2026-11-05
Ayrshire Capital Management LLC
NEW
Shares10,000
Change+10,000
Value$10.0K
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$10.0K (+$13)
Filed 2026-10-26
Thrivent Financial for Lutherans
CLOSED
Shares0 from 7,929,000
Change-7,929,000 (-100%)
Value$0 (-$8.0K)
Filed 2026-11-05
UBS Asset Management Americas LLC
N/A
Shares— from 22,500,000
Change-22,500,000 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 20,950,000
Change-20,950,000 (-100%)
Value—
Oaktree Capital Management LP
N/A
Shares— from 14,064,000
Change-14,064,000 (-100%)
Value—
Kohlberg Kravis Roberts & Co. L.P.
N/A
Shares— from 12,922,000
Change-12,922,000 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 6,398,000
Change-6,398,000 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 6,220,000
Change-6,220,000 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 5,977,000
Change-5,977,000 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 5,604,000
Change-5,604,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,322,000
Change-5,322,000 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,648,000
Change-4,648,000 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 4,307,000
Change-4,307,000 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 4,100,000
Change-4,100,000 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,450,000
Change-3,450,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,699,000
Change-2,699,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,500,000
Change-2,500,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,925,000
Change-1,925,000 (-100%)
Value—
Zazove Associates LLC
N/A
Shares— from 354,000
Change-354,000 (-100%)
Value—
&partners
N/A
Shares— from 331,000
Change-331,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 303,000
Change-303,000 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 113,000
Change-113,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 104,475
Change-104,475 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 98,000
Change-98,000 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Union Bancaire Privee, UBP SA
NEW266,157,000—+266,157,000——$99—2026-11-04
Corbyn Investment Management Inc
INCREASED14,911,00014,607,000+304,000+2%$14.5M$14.9M+$321.1K2026-10-30
Piper Sandler & Co.
INCREASED13,975,0008,975,000+5,000,000+56%$8.9M$13.9M+$5.1M2026-10-27
Russell Investments Group, Ltd.
INCREASED6,785,0006,581,000+204,000+3%$6.7M$6.8M+$111.2K2026-11-06
Eagle Point Credit Management LLC
UNCHANGED1,395,0001,395,00000%$1.4M$1.4M-$1.7K2026-11-06
Financial Consulate, Inc
UNCHANGED1,006,0001,006,00000%$1.0M$997.2K-$15.7K2026-10-23
Citigroup Inc
DECREASED791,000879,000-88,000-10%$874.6K$788.0K-$86.6K2026-11-04
HB Wealth Management, LLC
INCREASED486,000459,000+27,000+6%$454.8K$480.7K+$25.9K2026-10-23
Left Brain Wealth Management, LLC
UNCHANGED220,000220,00000%$221.5K$218.1K-$3.4K2026-10-28
Sculati Wealth Management, LLC
UNCHANGED200,000200,00000%$197.7K$199.1K+$1.4K2026-10-19
Jefferies Financial Group Inc.
UNCHANGED108,000108,00000%$108.0K$108.0K$02026-11-05
Harbor Investment Advisory, LLC
NEW90,000—+90,000——$89.7K—2026-10-13
Clearstead Advisors, LLC
UNCHANGED80,00080,00000%$79.6K$79.7K+$1002026-11-06
180 Wealth Advisors, LLC
DECREASED66,00067,000-1,000-1%$66.7K$65.8K-$9122026-11-03
Kestra Private Wealth Services, LLC
UNCHANGED50,00050,00000%$49.8K$49.8K+$632026-11-06
LVZ, Inc.
UNCHANGED50,00050,00000%$49.8K$49.8K+$632026-10-20
Northside Capital Management, LLC
UNCHANGED28,00028,00000%$27.7K$27.7K-$522026-10-13
Bokf, NA
UNCHANGED25,00025,00000%$24.9K$24.9K+$312026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED23,00015,000+8,000+53%$15$23+$82026-11-02
Goldstein Advisors, LLC
UNCHANGED18,00018,00000%$17.8K$17.8K-$342026-10-15
Wealth Enhancement Advisory Services, LLC
UNCHANGED15,00015,00000%$14.9K$15.0K+$662026-10-13
True Private Wealth Advisors
UNCHANGED13,00013,00000%$12.9K$13.0K+$162026-10-19
Greenspring Advisors, LLC
UNCHANGED13,00013,00000%$13.1K$13.0K-$1622026-11-05
Ayrshire Capital Management LLC
NEW10,000—+10,000——$10.0K—2026-10-20
Lanark Financial, Inc.
UNCHANGED10,00010,00000%$10.0K$10.0K+$132026-10-26
Thrivent Financial for Lutherans
CLOSED07,929,000-7,929,000-100%$8.0K$0-$8.0K2026-11-05
UBS Asset Management Americas LLC
N/A—22,500,000-22,500,000-100%$22.4M———
Parallax Volatility Advisers, L.P.
N/A—20,950,000-20,950,000-100%$20.8M———
Oaktree Capital Management LP
N/A—14,064,000-14,064,000-100%$14.1M———
Kohlberg Kravis Roberts & Co. L.P.
N/A—12,922,000-12,922,000-100%$12.9M———
Advent Capital Management
N/A—6,398,000-6,398,000-100%$6.5M———
Palisade Capital Management, LP
N/A—6,220,000-6,220,000-100%$6.2M———
Stansberry Asset Management, LLC
N/A—5,977,000-5,977,000-100%$5.9M———
SSI Investment Management LLC
N/A—5,604,000-5,604,000-100%$5.6M———
BlackRock, Inc.
N/A—5,322,000-5,322,000-100%$5.3M———
Graham Capital Management, L.P.
N/A—4,648,000-4,648,000-100%$4.6M———
Lord, Abbett & Co. LLC
N/A—4,307,000-4,307,000-100%$4.3K———
Schroder Investment Management Group
N/A—4,100,000-4,100,000-100%$4.1M———
Aviva PLC
N/A—3,450,000-3,450,000-100%$3.4M———
Morgan Stanley
N/A—2,699,000-2,699,000-100%$2.7M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,500,000-2,500,000-100%$2.5M———
Franklin Resources Inc
N/A—2,000,000-2,000,000-100%$2.0M———
Delphi Financial Group, Inc.
N/A—2,000,000-2,000,000-100%$2.0M———
JPMorgan Chase & Co
N/A—1,925,000-1,925,000-100%$1.9M———
Zazove Associates LLC
N/A—354,000-354,000-100%$353.1K———
&partners
N/A—331,000-331,000-100%$329.3K———
Wells Fargo & Company
N/A—303,000-303,000-100%$302.3K———
Ares Systematic Credit Ltd
N/A—200,000-200,000-100%$200.0K———
Raymond James Financial Inc
N/A—113,000-113,000-100%$112.4K———
Stifel Financial Corp
N/A—104,475-104,475-100%$104.5K———
Royal Bank of Canada
N/A—100,000-100,000-100%$100.0K———
Cetera Investment Advisers
N/A—98,000-98,000-100%$97.5K———
Victory Capital Management Inc
N/A—90,000-90,000-100%$89.6K———
Hancock Whitney Corp
N/A—50,000-50,000-100%$49.8K———
Harbour Investments, Inc.
N/A—50,000-50,000-100%$49.8K———
UBS Group AG
N/A—50,000-50,000-100%$49.8K———
Northern Trust Corp
N/A—34,000-34,000-100%$3.4M———
Allied Private Wealth LLC
N/A—25,000-25,000-100%$24.9K———
Evolve Private Wealth, LLC
N/A—20,000-20,000-100%$20.2K———
Bessemer Group Inc
N/A—16,000-16,000-100%$16———
Northwestern Mutual Wealth Management Co
N/A—3,000-3,000-100%$3.0K———
Centiva Capital, LP
N/A—2,885-2,885-100%$288.5K———
Laffer Tengler Investments, Inc.
N/A—2,814-2,814-100%$2.9M———
Moneta Group Investment Advisors LLC
N/A—149-149-100%$14.9K———
Osaic Holdings, Inc.
N/A—40-40-100%$39.8K———
Showing 65 of 65 institutions