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Not Investment Advice
Also trades as: BX.TO (TSX) · $vol 0M · BBN1.F (FSX) · $vol 0M

BX Institutional Ownership

Blackstone Inc.
1W: +11.2% 1M: +0.5% 3M: -10.2% YTD: -24.2% 1Y: -22.5% 3Y: +34.8% 5Y: +11.0%
$117.00
-2.06 (-1.73%)
 
Weekly Expected Move ±6.2%
$103 $111 $118 $125 $133
NYSE · Financial Services · Asset Management · Tech Score Neutral · Power 66 · $137.0B mcap · 710M float · 0.681% daily turnover · Short 50% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $102.9M held by 178 funds, 82 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — BX

2,280
Institutional Holders
-161 vs prior quarter
0.0%
Ownership
+0.00pp
$65B
Total Invested
181
New Positions
959
Increased
853
Reduced
134
Closed
1.04
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2557 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 51,943,245 $6.2B -759,445 -1.4% 8Q SEC ↗
2 VANGUARD CAPITAL MANAGEMENT LLC 48,510,319 $5.8B +200,525 +0.4% 2Q SEC ↗
3 MORGAN STANLEY 34,842,332 $4.1B +2,347,894 +7.2% 28Q SEC ↗
4 STATE STREET CORP 32,463,609 $3.9B +435,908 +1.4% 28Q SEC ↗
5 CHARLES SCHWAB INVESTMENT MANAGEMENT I 23,500,355 $2.8B +2,140,746 +10.0% 15Q SEC ↗
6 Sixth Street Partners Management Compa NEW 23,500,355 $2.8B — +0.0% 1Q SEC ↗
7 JPMORGAN CHASE & CO 19,156,246 $2.3B +3,227,936 +20.3% 28Q SEC ↗
8 GEODE CAPITAL MANAGEMENT, LLC 18,366,521 $2.2B +48,743 +0.3% 28Q SEC ↗
9 VANGUARD PORTFOLIO MANAGEMENT LLC 15,767,752 $1.9B -270,246 -1.7% 2Q SEC ↗
10 Capital Research Global Investors 13,195,066 $1.6B -1,545,820 -10.5% 7Q SEC ↗
11 BANK OF AMERICA CORP /DE 11,594,914 $1.4B +56,847 +0.5% 15Q SEC ↗
12 GOLDMAN SACHS GROUP INC 8,738,575 $1.0B +1,225,175 +16.3% 15Q SEC ↗
13 UBS Group AG 7,311,475 $871M -152,061 -2.0% 28Q SEC ↗
14 NORTHERN TRUST CORP 6,935,671 $826M -207,610 -2.9% 28Q SEC ↗
15 Capital World Investors 6,935,655 $826M +8,790 +0.1% 29Q SEC ↗
16 NORGES BANK NEW 6,719,504 $800M — +0.0% 1Q SEC ↗
17 WELLS FARGO & COMPANY/MN 6,396,724 $762M +829,944 +14.9% 28Q SEC ↗
18 Clearbridge Investments, LLC 5,912,077 $704M +2,855,787 +93.4% 28Q SEC ↗
19 Legal & General Group Plc 5,143,770 $612M +253,693 +5.2% 27Q SEC ↗
20 Aristotle Capital Management, LLC 4,964,102 $591M -252,416 -4.8% 18Q SEC ↗
21 ROYAL BANK OF CANADA 4,850,489 $577M +153,414 +3.3% 28Q SEC ↗
22 JANUS HENDERSON GROUP PLC 4,466,274 $532M -3,786,019 -45.9% 27Q SEC ↗
23 Bank of New York Mellon Corp 4,374,400 $521M -146,508 -3.2% 28Q SEC ↗
24 UBS AM, a distinct business unit of UB 4,353,274 $518M +52,755 +1.2% 28Q SEC ↗
25 VANGUARD FIDUCIARY TRUST CO 4,249,227 $506M -60,903 -1.4% 2Q SEC ↗
26 Fayez Sarofim & Co 4,042,389 $481M +862,532 +27.1% 28Q SEC ↗
27 BARCLAYS PLC 3,873,975 $461M +622,154 +19.1% 18Q SEC ↗
28 NEUBERGER BERMAN GROUP LLC 3,704,747 $441M -472,629 -11.3% 28Q SEC ↗
29 CIBC Bancorp USA Inc. 3,203,373 $381M -836,159 -20.7% 2Q SEC ↗
30 Invesco Ltd. 3,145,010 $374M +33,030 +1.1% 28Q SEC ↗
31 Capital International Investors 2,900,495 $345M -1,001,104 -25.7% 29Q SEC ↗
32 Amundi 2,712,506 $323M +267,375 +10.9% 21Q SEC ↗
33 HighTower Advisors, LLC 2,542,438 $303M +158,777 +6.7% 28Q SEC ↗
34 DEUTSCHE BANK AG 2,297,785 $274M -438,293 -16.0% 28Q SEC ↗
35 BECK MACK & OLIVER LLC 2,230,056 $266M -29,012 -1.3% 29Q SEC ↗
36 STIFEL FINANCIAL CORP 2,226,603 $265M +278,109 +14.3% 28Q SEC ↗
37 RAYMOND JAMES FINANCIAL INC 2,218,462 $264M +309,012 +16.2% 7Q SEC ↗
38 Nuveen, LLC 2,015,497 $240M -21,026 -1.0% 6Q SEC ↗
39 National Philanthropic Trust 1,938,866 $231M -36,710 -1.9% 11Q SEC ↗
40 Jupiter Topco LLC NEW 1,882,354 $224M — +0.0% 1Q SEC ↗
41 Mitsubishi UFJ Asset Management Co., L 1,811,214 $216M +125,319 +7.4% 27Q SEC ↗
42 VAN ECK ASSOCIATES CORP 1,770,478 $211M +5,103 +0.3% 15Q SEC ↗
43 HSBC HOLDINGS PLC 1,720,889 $205M +50,995 +3.1% 28Q SEC ↗
44 D. E. Shaw & Co., Inc. 1,720,765 $205M -2,060,964 -54.5% 3Q SEC ↗
45 LPL Financial LLC 1,695,516 $202M +226,436 +15.4% 28Q SEC ↗
46 VANGUARD ASSET MANAGEMENT, Ltd 1,680,250 $200M +193,587 +13.0% 2Q SEC ↗
47 Focus Partners Wealth 1,675,214 $199M -835,314 -33.3% 11Q SEC ↗
48 National Pension Service 1,671,137 $199M +70,409 +4.4% 27Q SEC ↗
49 Vanguard Global Advisers, LLC 1,603,702 $191M -33,594 -2.1% 2Q SEC ↗
50 DIMENSIONAL FUND ADVISORS LP 1,597,122 $190M +57,965 +3.8% 28Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +3,227,936 +20.3% 19,156,246
Clearbridge Investments, LLC +2,855,787 +93.4% 5,912,077
MORGAN STANLEY +2,347,894 +7.2% 34,842,332
CHARLES SCHWAB INVESTMENT MANAGEMEN +2,140,746 +10.0% 23,500,355
FIRST TRUST ADVISORS LP +1,418,484 +2541.1% 1,474,305
GOLDMAN SACHS GROUP INC +1,225,175 +16.3% 8,738,575
MANUFACTURERS LIFE INSURANCE COMPAN +1,056,450 +268.4% 1,450,070
Fayez Sarofim & Co +862,532 +27.1% 4,042,389
JANE STREET GROUP, LLC +858,384 +244.7% 1,209,165
WELLS FARGO & COMPANY/MN +829,944 +14.9% 6,396,724
CITADEL ADVISORS LLC +670,405 +107.9% 1,291,987
BARCLAYS PLC +622,154 +19.1% 3,873,975
HEALTHCARE OF ONTARIO PENSION PLAN +579,922 +94.4% 1,194,245
FORT WASHINGTON INVESTMENT ADVISORS +570,918 +17735.9% 574,137
JONES FINANCIAL COMPANIES LLLP +534,410 +67.9% 1,321,572
BAMCO INC /NY +496,649 +525.0% 591,248
NATIXIS ADVISORS, LLC +458,583 +64.0% 1,175,137
STATE STREET CORP +435,908 +1.4% 32,463,609
NOMURA ASSET MANAGEMENT INTERNATION +351,396 +79.1% 795,585
RAYMOND JAMES FINANCIAL INC +309,012 +16.2% 2,218,462
Biggest Decreases (20)
HolderReducedChange %Total Shares
JANUS HENDERSON GROUP PLC -3,786,019 -45.9% 4,466,274
D. E. Shaw & Co., Inc. -2,060,964 -54.5% 1,720,765
Capital Research Global Investors -1,545,820 -10.5% 13,195,066
WORLDQUANT MILLENNIUM ADVISORS LLC -1,241,958 -89.0% 153,282
EDGEWOOD MANAGEMENT LLC -1,052,844 -41.9% 1,460,959
Capital International Investors -1,001,104 -25.7% 2,900,495
CIBC Bancorp USA Inc. -836,159 -20.7% 3,203,373
Focus Partners Wealth -835,314 -33.3% 1,675,214
BlackRock, Inc. -759,445 -1.4% 51,943,245
VOLORIDGE INVESTMENT MANAGEMENT, LL -714,220 -95.0% 37,248
MARSHALL WACE, LLP -606,499 -77.4% 177,500
NEUBERGER BERMAN GROUP LLC -472,629 -11.3% 3,704,747
DEUTSCHE BANK AG -438,293 -16.0% 2,297,785
TWO SIGMA INVESTMENTS, LP -431,159 -84.3% 80,204
SUSQUEHANNA INTERNATIONAL GROUP, LL -388,543 -44.0% 494,114
BANK OF NOVA SCOTIA -384,384 -47.6% 422,800
NATIONAL BANK OF CANADA /FI -348,412 -34.0% 677,587
VANGUARD PORTFOLIO MANAGEMENT LLC -270,246 -1.7% 15,767,752
Aristotle Capital Management, LLC -252,416 -4.8% 4,964,102
CAPITAL FUND MANAGEMENT S.A. -246,977 -75.7% 79,378

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms