| 4 | STATE STREET CORP | 32.5M | $3.82B | +1.4% | 4.121% | 0.06% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23.5M | $2.77B | +10.0% | 2.983% | 0.37% |
| 6 | JPMORGAN CHASE & CO | 19.2M | $2.20B | +20.3% | 2.432% | 0.12% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 18.4M | $2.15B | +0.3% | 2.331% | 0.11% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.8M | $1.86B | -1.7% | 2.002% | 0.08% |
| 9 | Capital Research Global Investors | 13.2M | $1.55B | -10.5% | 1.675% | 0.22% |
| 10 | BANK OF AMERICA CORP /DE/ | 11.6M | $1.36B | +0.5% | 1.472% | 0.09% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.8M | $1.15B | -2.1% | 1.238% | 0.09% |
| 12 | GOLDMAN SACHS GROUP INC | 8.9M | $1.05B | +15.6% | 1.131% | 0.09% |
| 13 | JANE STREET GROUP, LLC | 8.6M | $1.01B | +122.0% | 1.093% | 0.08% |
| 14 | UBS Group AG | 8.4M | $992.4M | -3.0% | 1.071% | 0.13% |
| 15 | CITADEL ADVISORS LLC | 7.2M | $844.3M | +67.3% | 0.911% | 0.05% |
| 16 | NORTHERN TRUST CORP | 6.9M | $816.1M | -2.9% | 0.880% | 0.09% |
| 17 | Capital World Investors | 6.9M | $816.1M | +0.1% | 0.880% | 0.10% |
| 18 | NORGES BANK | 6.7M | $790.7M | — | 0.853% | 0.08% |
| 19 | WELLS FARGO & COMPANY/MN | 6.4M | $752.7M | +14.9% | 0.812% | 0.12% |
| 20 | Clearbridge Investments, LLC | 5.9M | $695.7M | +93.4% | 0.751% | 0.58% |
| 21 | Legal & General Group Plc | 5.1M | $605.3M | +5.2% | 0.653% | 0.13% |
| 22 | Aristotle Capital Management, LLC | 5.0M | $584.1M | -4.8% | 0.630% | 1.23% |
| 23 | ROYAL BANK OF CANADA | 4.9M | $578.4M | +3.2% | 0.624% | 0.09% |
| 24 | Bank of New York Mellon Corp | 4.4M | $514.7M | -3.2% | 0.555% | 0.08% |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 4.4M | $512.2M | +1.2% | 0.553% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BX — a direct measure of their conviction.
| 66.29% |
| 1.31 pp |
| $70.46B |
| 18% |
| Q4 2024 | 2,023 | +9.8% | 67.60% | +0.59 pp | $86.25B | +6.8% |
| Q3 2024 | 1,842 | — | 67.01% | — | $80.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
147 institutions opened new positions in BX during Q2 2026, while 125 fully exited. 1,387 added to existing positions and 535 trimmed.
BX institutional ownership rose by 2.81 percentage points quarter-over-quarter, with a net change of +43 holders.
The top 10 institutions account for 47.7% of all reported 13F value in BX, and the top 25 account for 65.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Blackstone Inc. (BX) Institutional Ownership