BX Institutional Holdings
Blackstone · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $11.4B
VANGUARD PORTFOLIO MANAGEMENT LLC $2.0B
National Philanthropic Trust $2.0B
HSBC HOLDINGS PLC $751M
VANGUARD FIDUCIARY TRUST CO $515M
↑ Increased (5)
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +532855.9%
DUMONT & BLAKE INVESTMENT ADVISORS LLC +98107.7%
Arete Wealth Advisors, LLC +82004.9%
Morningstar Investment Management LLC +81956.0%
BOWEN HANES & CO INC +81752.0%
↓ Decreased (5)
BALLAST ADVISORS LLC -99.9%
Richard W. Paul & Associates, LLC -99.9%
PALLADIEM, LLC -99.7%
NewEdge Advisors, LLC -99.6%
HORIZON FINANCIAL SERVICES, LLC -99.5%
↓ Exited Positions (5)
VANGUARD GROUP INC $11.4B
CIBC Private Wealth Group LLC $618M
Arizona PSPRS Trust $345M
SurgoCap Partners LP $320M
PNC Financial Services Group, Inc. $181M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | MORGAN STANLEY | 140.9M | $15.0B |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 111.0M | $11.4B |
| 3 | BlackRock, Inc. | 82.2M | $6.6B |
| 4 | STATE STREET CORP | 38.5M | $3.8B |
| 5 | BARCLAYS PLC | 35.0M | $3.8B |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23.8M | $2.5B |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 22.2M | $2.2B |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24.8M | $2.0B |
| 9 | National Philanthropic Trust | 13.7M | $2.0B |
| 10 | GOLDMAN SACHS GROUP INC | 17.1M | $1.9B |
| 11 | JPMORGAN CHASE & CO | 22.4M | $1.8B |
| 12 | Capital Research Global Investors | 14.7M | $1.7B |
| 13 | BANK OF AMERICA CORP /DE/ | 21.3M | $1.5B |
| 14 | UBS Group AG | 15.3M | $1.0B |
| 15 | JANUS HENDERSON GROUP PLC | 9.1M | $1.0B |
| 16 | NORGES BANK | 8.3M | $954M |
| 17 | NORTHERN TRUST CORP | 9.0M | $856M |
| 18 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5.4M | $804M |
| 19 | Capital World Investors | 6.9M | $797M |
| 20 | HSBC HOLDINGS PLC | 5.4M | $751M |
| 21 | WELLS FARGO & COMPANY/MN | 11.0M | $731M |
| 22 | Aristotle Capital Management, LLC | 5.2M | $600M |
| 23 | ROYAL BANK OF CANADA | 6.4M | $578M |
| 24 | Legal & General Group Plc | 5.3M | $570M |
| 25 | Bank of New York Mellon Corp | 5.6M | $542M |
| 26 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 27.2M | $524M |
| 27 | VANGUARD FIDUCIARY TRUST CO | 5.3M | $515M |
| 28 | NEUBERGER BERMAN GROUP LLC | 4.6M | $489M |
| 29 | CIBC Bancorp USA Inc. | 4.1M | $465M |
| 30 | D. E. Shaw & Co., Inc. | 4.8M | $456M |
| 31 | Capital International Investors | 3.9M | $449M |
| 32 | Invesco Ltd. | 5.2M | $392M |
| 33 | Fayez Sarofim & Co | 3.2M | $366M |
| 34 | Clearbridge Investments, LLC | 3.1M | $351M |
| 35 | DEUTSCHE BANK AG\ | 2.9M | $317M |
| 36 | HighTower Advisors, LLC | 4.4M | $310M |
| 37 | Focus Partners Wealth | 2.9M | $297M |
| 38 | Rockefeller Capital Management L.P. | 4.0M | $296M |
| 39 | EDGEWOOD MANAGEMENT LLC | 2.5M | $289M |
| 40 | Amundi | 2.5M | $282M |
| 41 | BECK MACK & OLIVER LLC | 2.3M | $260M |
| 42 | Blackstone Inc. | 12.5M | $254M |
| 43 | RAYMOND JAMES FINANCIAL INC | 4.0M | $252M |
| 44 | Corient Private Wealth LLC | 6.6M | $251M |
| 45 | Nuveen, LLC | 2.6M | $245M |
| 46 | STIFEL FINANCIAL CORP | 2.3M | $230M |
| 47 | AMERIPRISE FINANCIAL INC | 2.8M | $211M |
| 48 | Sumitomo Mitsui Trust Group, Inc. | 2.5M | $207M |
| 49 | Mitsubishi UFJ Asset Management Co., Ltd. | 1.7M | $194M |
| 50 | LPL Financial LLC | 2.7M | $193M |
| 51 | Vanguard Global Advisers, LLC | 1.7M | $189M |
| 52 | Ensign Peak Advisors, Inc | 3.7M | $186M |
| 53 | National Pension Service | 1.6M | $184M |
| 54 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $177M |
| 55 | LAZARD ASSET MANAGEMENT LLC | 1.6M | $176M |
| 56 | VANGUARD ASSET MANAGEMENT, Ltd | 1.6M | $174M |
| 57 | DANSKE BANK A/S | 1.2M | $172M |
| 58 | BNP PARIBAS FINANCIAL MARKETS | 1.7M | $168M |
| 59 | FMR LLC | 1.9M | $168M |
| 60 | RENAISSANCE TECHNOLOGIES LLC | 1.4M | $165M |
| 61 | WORLDQUANT MILLENNIUM ADVISORS LLC | 1.4M | $160M |
| 62 | Cryder Capital Partners LLP | 1.4M | $160M |
| 63 | Evercore Wealth Management, LLC | 1.4M | $155M |
| 64 | RHUMBLINE ADVISERS | 1.7M | $155M |
| 65 | ALLIANCEBERNSTEIN L.P. | 1.1M | $153M |
| 66 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1.3M | $148M |
| 67 | Heard Capital LLC | 1.2M | $142M |
| 68 | CITIGROUP INC | 2.7M | $141M |
| 69 | Markel Group Inc. | 1.2M | $141M |
| 70 | BLAIR WILLIAM & CO/IL | 1.3M | $138M |
| 71 | BROWN ADVISORY INC | 1.2M | $137M |
| 72 | NOMURA ASSET MANAGEMENT CO LTD | 4.0M | $134M |
| 73 | PNC FINANCIAL SERVICES GROUP, INC. | 1.2M | $131M |
| 74 | CANADA PENSION PLAN INVESTMENT BOARD | 1.1M | $129M |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.3M | $128M |
| 76 | NATIONAL BANK OF CANADA /FI/ | 1.1M | $119M |
| 77 | Qube Research & Technologies Ltd | 2.3M | $118M |
| 78 | STRS OHIO | 4.2M | $116M |
| 79 | Aberdeen Group plc | 1.0M | $115M |
| 80 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $114M |
| 81 | PRINCIPAL FINANCIAL GROUP INC | 1.6M | $114M |
| 82 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.2M | $109M |
| 83 | BANK OF MONTREAL /CAN/ | 979K | $105M |
| 84 | Advisors Capital Management, LLC | 1.9M | $105M |
| 85 | Swiss Life Asset Management Ltd | 914K | $104M |
| 86 | NEW YORK STATE COMMON RETIREMENT FUND | 940K | $103M |
| 87 | INDEPENDENT FINANCIAL GROUP, LLC | 2.9M | $101M |
| 88 | BANK OF NOVA SCOTIA | 807K | $93M |
| 89 | John & Kathleen Schreiber Foundation | 1.3M | $93M |
| 90 | Russell Investments Group, Ltd. | 7.5M | $92M |
| 91 | MARSHALL WACE, LLP | 784K | $90M |
| 92 | First Financial Bankshares Inc | 780K | $90M |
| 93 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 751K | $86M |
| 94 | JONES FINANCIAL COMPANIES LLLP | 791K | $85M |
| 95 | Mirae Asset Global Investments Co., Ltd. | 692K | $80M |
| 96 | Creative Planning | 1.8M | $79M |
| 97 | TWO SIGMA INVESTMENTS, LP | 1.3M | $77M |
| 98 | CITADEL ADVISORS LLC | 887K | $76M |
| 99 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 692K | $75M |
| 100 | Woodline Partners LP | 650K | $75M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09