Who owns BX (BX)
Which tracked institutional funds hold BX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BX is one-sided between 2025-Q4 and 2026-Q1: 255 added or opened and 1066 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2122 tracked filers holding BX, 1103 increased or opened the position and 1146 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 99
- VANGUARD CAPITAL MANAGEMENT LLC$5.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B
- VANGUARD FIDUCIARY TRUST CO$496M
- CIBC Bancorp USA Inc.$465M
- Vanguard Global Advisers, LLC$188M
- VANGUARD ASSET MANAGEMENT, Ltd$171M
Full exits 110
- VANGUARD GROUP INC$11.0B
- CIBC Private Wealth Group LLC$617M
- SurgoCap Partners LP$320M
- DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$92M
- Freestone Grove Partners LP$68M
- AXIOM INVESTORS LLC /DE$66M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.8B
- Capital Research Global Investors$711M
- D. E. Shaw & Co., Inc.$430M
- Clearbridge Investments, LLC$321M
- VAN ECK ASSOCIATES CORP$179M
- WORLDQUANT MILLENNIUM ADVISORS LLC$123M
Largest trims
- BlackRock, Inc.$2.5B
- MORGAN STANLEY$1.3B
- JPMORGAN CHASE & CO$1.3B
- STATE STREET CORP$1.2B
- Capital World Investors$985M
- JANUS HENDERSON GROUP PLC$750M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 48,309,794 | $5.6B | 8.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 47,451,694 | $5.5B | 8.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 32,494,438 | $3.7B | 5.9% | 2026-Q1 |
| STATE STREET CORP added | 32,027,701 | $3.7B | 5.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 21,359,609 | $2.5B | 3.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 18,317,778 | $2.1B | 3.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,037,998 | $1.8B | 2.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 15,928,310 | $1.8B | 2.8% | 2026-Q1 |
| Capital Research Global Investors added | 14,740,886 | $1.7B | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 11,538,067 | $1.3B | 2.1% | 2026-Q1 |
| NORGES BANK trimmed | 6,573,857 | $919M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,513,400 | $864M | 1.4% | 2026-Q1 |
| UBS Group AG added | 7,463,536 | $858M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 7,143,281 | $821M | 1.3% | 2026-Q1 |
| Capital World Investors trimmed | 6,926,865 | $797M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,566,780 | $640M | 1.0% | 2026-Q1 |
| Aristotle Capital Management, LLC trimmed | 5,216,518 | $600M | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 4,890,077 | $562M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,697,075 | $540M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 4,520,908 | $520M | 0.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 4,466,274 | $509M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,310,130 | $496M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,300,519 | $495M | 0.8% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 4,177,376 | $480M | 0.8% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 4,039,532 | $465M | 0.7% | 2026-Q1 |
| Capital International Investors added | 3,901,599 | $449M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 3,781,729 | $435M | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 3,251,821 | $374M | 0.6% | 2026-Q1 |
| Fayez Sarofim & Co added | 3,179,857 | $366M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC added | 3,056,290 | $351M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 3,034,259 | $349M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,736,078 | $315M | 0.5% | 2026-Q1 |
| EDGEWOOD MANAGEMENT LLC trimmed | 2,513,803 | $289M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 2,510,528 | $289M | 0.5% | 2026-Q1 |
| Amundi trimmed | 2,445,131 | $281M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,383,661 | $274M | 0.4% | 2026-Q1 |
| BECK MACK & OLIVER LLC added | 2,259,068 | $260M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 2,036,523 | $234M | 0.4% | 2026-Q1 |
| National Philanthropic Trust added | 1,975,576 | $227M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,948,494 | $224M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,909,450 | $220M | 0.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,765,375 | $203M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,685,895 | $194M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,669,894 | $192M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,637,296 | $188M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,613,494 | $186M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,593,970 | $185M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,602,208 | $184M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 1,600,728 | $184M | 0.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,539,157 | $177M | 0.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 1,509,211 | $174M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,486,663 | $171M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 1,469,080 | $169M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,431,400 | $165M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,401,949 | $161M | 0.3% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 1,395,240 | $160M | 0.3% | 2026-Q1 |
| Cryder Capital Partners LLP added | 1,391,293 | $160M | 0.3% | 2026-Q1 |
| Evercore Wealth Management, LLC added | 1,345,665 | $155M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 1,330,156 | $153M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 971,507 | $150M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,275,696 | $147M | 0.2% | 2026-Q1 |
| Heard Capital LLC added | 1,232,890 | $142M | 0.2% | 2026-Q1 |
| Markel Group Inc. | 1,229,000 | $141M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,212,751 | $139M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 1,178,612 | $136M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 1,177,958 | $135M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,125,403 | $129M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,117,529 | $129M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,079,967 | $124M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 1,079,391 | $124M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,076,793 | $124M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,025,999 | $118M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 1,000,013 | $115M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 962,099 | $109M | 0.2% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 904,014 | $104M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 900,569 | $104M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 891,020 | $102M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 882,657 | $101M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 858,964 | $99M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 807,184 | $93M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 783,999 | $90M | 0.1% | 2026-Q1 |
| First Financial Bankshares Inc added | 780,212 | $90M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 766,400 | $88M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 760,325 | $87M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 751,468 | $86M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 787,162 | $85M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 716,554 | $82M | 0.1% | 2026-Q1 |
| Advisors Capital Management, LLC trimmed | 711,265 | $82M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 691,972 | $80M | 0.1% | 2026-Q1 |
| John & Kathleen Schreiber Foundation trimmed | 679,426 | $78M | 0.1% | 2026-Q1 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA new | 645,120 | $74M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 642,469 | $74M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 642,750 | $74M | 0.1% | 2026-Q1 |
| CACTI ASSET MANAGEMENT LLC trimmed | 640,733 | $74M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 621,582 | $71M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 614,323 | $71M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 71,667,098 | $11.0B | 17.5% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 4,004,273 | $617M | 1.0% | 2025-Q4 stale |
| SurgoCap Partners LP added | 2,074,093 | $320M | 0.5% | 2025-Q4 stale |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 599,227 | $92M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.