SEC 13F Intelligence

BLACKSTONE MORTGAGE TRUST IN

CUSIP 09257WAE0

Blackstone Mortgage Trust In has 59 institutional holders in Filings Flow’s 13F database, together reporting 164.94M shares worth $154M as of Q1 2026. The largest reported holders are Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLC, Parallax Volatility Advisers, L.P., and Corbyn Investment Management Inc/Md.

Institutional Holders
59
Q1 2026
Reported Value
$154M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 34Q4 ’22Q4 ’25: 58Q4 ’25Q1 ’26: 59Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $185MQ4 ’22Q4 ’25: $158MQ4 ’25Q1 ’26: $154MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PIPER SANDLER & CO.$102M AUM6.95%$7M7.18MQ1 2026OLDER
CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM4.80%$14M14.56MQ1 2026OLDER
DELPHI FINANCIAL GROUP, INC.$222M AUM0.89%$2M2.00MQ1 2026OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.42%$3M2.9KQ1 2026OLDER
SSI INVESTMENT MANAGEMENT LLC$1.4B AUM0.38%$6M5.60MQ1 2026OLDER
Kohlberg Kravis Roberts & Co. L.P.$5.3B AUM0.20%$11M10.63MQ1 2026OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.20%$13M12.96MQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.18%$5M5.37MQ1 2026OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.18%$6M6.40MQ1 2026OLDER
Ares Systematic Credit Ltd$123M AUM0.16%$201,339200.0KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.14%$6M5.95MQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.12%$947,576954.0KQ1 2026OLDER
Left Brain Wealth Management, LLC$255M AUM0.09%$218,518220.0KQ1 2026OLDER
Sculati Wealth Management, LLC$271M AUM0.07%$198,164200.0KQ1 2026OLDER
ZAZOVE ASSOCIATES LLC$2.1B AUM0.07%$766,354770.0KQ2 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.05%$21M20.95MQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.02%$3M3.00MQ4 2025OLDER
Clare Market Investments LLC$478M AUM0.01%$49,00050.0KQ3 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.01%$66,66567.0KQ2 2026
AVIVA PLC$59.6B AUM0.01%$4M3.90MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M6.02MQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.01%$24,50025.0KQ3 2025OLDER
Ayrshire Capital Management LLC$193M AUM0.01%$9,90010.0KQ1 2026OLDER
LVZ, Inc.$984M AUM0.01%$49,75050.0KQ2 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$22M22.50MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M2.50MQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$4M4.10MQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$454,776459.0KQ1 2026OLDER
Northside Capital Management, LLC$1.1B AUM0.00%$27,74328.0KQ1 2026OLDER
Goldstein Advisors, LLC$900M AUM0.00%$17,83518.0KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.00%$24,77125.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$326,700330.0KQ1 2026OLDER
TRUE Private Wealth Advisors$1.0B AUM0.00%$12,87013.0KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.00%$49,50050.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$49,50050.0KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$79,20080.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M1.45MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$49,50050.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$11,00011.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M2.00MQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$24,75025.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M4.73MQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM0.00%$10,78011.0KQ3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$23,83924.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$3M2.70MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$14,78315.0KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$97,02098.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$99,00099.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$4M4.32MQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$39,60040Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$89,70590.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$301,433303.0KQ2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$39,60040.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$294,000300.0KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$198,000199.0KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$14,78915.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$77,22078.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$49,50050.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$14,95115.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$66,02867.0KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,9712.0KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,9703.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM$012.0KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.