NUVEEN CHURCHILL DIRECT LEND (NCDL)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
67
Reporting holders
$222.6M
Reported value
36.2%
Of shares outstanding
0.0%
Held as options
+4
Holder change
Institutions report 17,899,126 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Corient Private Wealth LP | $40.1M | 3,226,196 | 0.03% | 9q | +86.2%+$18.6M |
| Blue Owl Capital Holdings LP | $26.6M | 2,143,626 | 4.01% | 8q | HELD |
| Diameter Capital Partners LP | $15.0M | 1,209,290 | 0.61% | 3q | -12.3%-$2.1M |
| 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 |
| 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 | -61.0%-$4.7M |
| 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 | -57.0%-$2.9M |
| 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 |
| 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% | new | NEW |
| 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 |
| FIFTH THIRD BANCORP | $1.8K | 145 | 0.00% | 2q | -84.7%-$9.9K |
| BI Asset Management Fondsmaeglerselskab A/S | $368 | 29,621 | 0.00% | 6q | -81.0%-$1.6K |
| 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 67 | $222.6M | 17,899,126 | 13 | 19 | 20 | 0.0% |
| Q1 2026 | 63 | $191.9M | 15,068,108 | 8 | 25 | 17 | 0.0% |
| Q4 2025 | 82 | $219.2M | 16,425,099 | 16 | 21 | 27 | 0.0% |
| Q3 2025 | 73 | $176.6M | 12,793,350 | 19 | 25 | 15 | 0.0% |
| Q2 2025 | 66 | $211.0M | 13,023,352 | 9 | 29 | 19 | 0.0% |
| Q1 2025 | 73 | $245.4M | 14,445,001 | 15 | 23 | 25 | 0.0% |
| Q4 2024 | 75 | $265.7M | 15,818,897 | 26 | 34 | 4 | 0.0% |
| Q3 2024 | 48 | $211.3M | 12,118,875 | 16 | 27 | 3 | 0.0% |
| Q2 2024 | 38 | $77.9M | 4,472,726 | 18 | 12 | 5 | 0.0% |
| Q1 2024 | 23 | $52.2M | 2,892,749 | 22 | 0 | 0 | 0.0% |