Blackstone Group Inc (BX) Ownership

123.34 ↓0.44 (-0.36%)

As of April 25, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Blackstone Group Inc (BX), owning a total of 63 million shares. Combined, the top 25 institutional holders of BX own 49.33% of the company with a total of 371.3 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of BX by 7.7 million shares. 11 institutions bought 11,607,899 total additional shares and increased their ownership by an average of 16.25%. However 9 institutions sold 3,876,184 total shares and decreased their ownership by an average of 5.35%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Blackstone Group increased by a net total of 7,731,715 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.359%	1.419%	62,972,648	880,745	2023-12-31
BlackRock Inc	6.105%	0.155%	45,987,551	71,112	2023-12-31
Capital World Investors	4.479%	4.225%	33,738,986	1,367,581	2023-12-31
State Street Corporation	3.741%	2.998%	28,182,004	820,416	2023-12-31
Morgan Stanley - Brokerage Accounts	3.290%	4.021%	24,780,967	957,846	2023-12-31
Capital Research & Mgmt Co - Division 3	2.588%	-2.192%	19,496,575	-436,933	2023-12-31
Charles Schwab Investment Management Inc	1.972%	0.189%	14,853,724	27,955	2023-12-31
Geode Capital Management, LLC	1.850%	2.666%	13,934,736	361,897	2023-12-31
JPMorgan Chase & Co	1.755%	16.851%	13,220,741	1,906,557	2023-12-31
Edgewood Management LLC	1.687%	-1.202%	12,706,649	-154,633	2023-12-31
Bank of America Corp	1.424%	-1.704%	10,723,853	-185,933	2023-12-31
Royal Bank of Canada	1.301%	-2.658%	9,798,909	-267,602	2023-12-31
Aristotle Capital Management LLC	1.148%	-5.926%	8,650,216	-544,852	2023-12-31
Goldman Sachs Group Inc	0.968%	124.915%	7,294,094	4,051,045	2023-12-31
Northern Trust Corp	0.864%	-5.364%	6,508,421	-368,867	2023-12-31
Brown Advisory Holdings Inc	0.854%	5.287%	6,429,749	322,860	2023-12-31
Legal & General Group PLC	0.808%	16.010%	6,085,890	839,885	2023-12-31
Atlantic Trust Group, LLC	0.737%	-6.563%	5,554,119	-390,086	2023-12-31
NORGES BANK	0.719%	-21.291%	5,414,447	-1,464,581	2023-12-31
Wells Fargo & Co	0.667%	-1.232%	5,025,670	-62,697	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.359%	1.419%	62,972,648	880,745	2023-12-31
BlackRock Inc	6.105%	0.155%	45,987,551	71,112	2023-12-31
Capital World Investors	4.479%	4.225%	33,738,986	1,367,581	2023-12-31
State Street Corporation	3.741%	2.998%	28,182,004	820,416	2023-12-31
Morgan Stanley - Brokerage Accounts	3.290%	4.021%	24,780,967	957,846	2023-12-31
Capital Research & Mgmt Co - Division 3	2.588%	-2.192%	19,496,575	-436,933	2023-12-31
Charles Schwab Investment Management Inc	1.972%	0.189%	14,853,724	27,955	2023-12-31
Geode Capital Management, LLC	1.850%	2.666%	13,934,736	361,897	2023-12-31
JPMorgan Chase & Co	1.755%	16.851%	13,220,741	1,906,557	2023-12-31
Edgewood Management LLC	1.687%	-1.202%	12,706,649	-154,633	2023-12-31
Wellington Management Company LLP	1.490%	-11.363%	11,175,846	-1,432,699	2023-06-30
Bank of America Corp	1.424%	-1.704%	10,723,853	-185,933	2023-12-31
Royal Bank of Canada	1.301%	-2.658%	9,798,909	-267,602	2023-12-31
Aristotle Capital Management LLC	1.148%	-5.926%	8,650,216	-544,852	2023-12-31
Goldman Sachs Group Inc	0.968%	124.915%	7,294,094	4,051,045	2023-12-31
Northern Trust Corp	0.864%	-5.364%	6,508,421	-368,867	2023-12-31
Brown Advisory Holdings Inc	0.854%	5.287%	6,429,749	322,860	2023-12-31
Legal & General Group PLC	0.808%	16.010%	6,085,890	839,885	2023-12-31
Atlantic Trust Group, LLC	0.737%	-6.563%	5,554,119	-390,086	2023-12-31
NORGES BANK	0.719%	-21.291%	5,414,447	-1,464,581	2023-12-31
Wells Fargo & Co	0.667%	-1.232%	5,025,670	-62,697	2023-12-31
UBS Group AG	0.655%	0.226%	4,937,435	11,120	2023-09-30
HHG PLC	0.648%	-30.972%	4,861,574	-2,181,272	2023-09-30
Neuberger Berman Group LLC	0.623%	-12.060%	4,625,456	-634,353	2022-09-30
Bank of New York Mellon Corp	0.595%	17.809%	4,367,094	660,166	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Blackstone Group Inc (BX), owning a total of 22.3 million shares. Combined, the top 40 mutual fund holders of BX own 35.16% of the company with a total of 264.1 million shares.

In the latest ownership report on March 31st 2024, the top 40 fund holders increased their combined ownership of BX by 15 thousand shares. 1 funds bought 58,400 total additional shares and increased their ownership by an average of 1.70%. However 2 funds sold 73,469 total shares and decreased their ownership by an average of 0.45%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Blackstone Group decreased by a net total of -15,069 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.152%	-0.771%	8,680,517	-67,466	2024-03-31
Financial Select Sector SPDR® ETF	0.631%	-0.126%	4,756,635	-6,003	2024-03-31
State St S&P 500® Indx SL Cl III	0.464%	1.698%	3,497,200	58,400	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.959%	-0.216%	22,294,248	-48,339	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.933%	3.066%	21,995,837	654,314	2023-03-31
Vanguard Institutional 500 Index Trust	2.355%	1.042%	17,741,194	182,922	2024-02-29
Schwab US Dividend Equity ETF™	1.499%	0.058%	11,290,642	6,560	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.306%	0.275%	9,854,095	27,055	2023-08-31
Vanguard Extended Market Index Investor	1.306%	0.275%	9,854,095	27,055	2023-08-31
SPDR® S&P 500 ETF Trust	1.152%	-0.771%	8,680,517	-67,466	2024-03-31
Fidelity 500 Index	1.131%	1.017%	8,521,883	85,751	2024-02-29
Fidelity® 500 Index	1.103%	0.641%	8,270,581	52,632	2023-11-30
iShares Core S&P 500 ETF	0.990%	0.740%	7,456,884	54,784	2024-03-28
American Funds American Balanced A	0.985%	0.000%	7,416,745	0	2023-12-31
Capital Group Wash Mutual Invtrs Comp	0.953%	5.273%	7,178,350	359,551	2023-12-31
American Funds Washington Mutual A	0.953%	5.273%	7,178,350	359,551	2023-12-31
Edgewood Growth Instl	0.907%	-0.017%	6,835,687	-1,134	2023-12-31
Vanguard Growth Index Investor	0.877%	0.851%	6,603,843	55,698	2024-02-29
Capital Group Growth Fnd of Amer Comp	0.825%	4.525%	6,216,353	269,126	2023-12-31
American Funds Growth Fund of Amer A	0.825%	4.525%	6,216,353	269,126	2023-12-31
Capital Group Fundamental Invtrs Comp	0.785%	-4.461%	5,910,209	-275,994	2023-12-31
American Funds Fundamental Invs A	0.785%	-4.461%	5,910,209	-275,994	2023-12-31
Financial Select Sector SPDR® ETF	0.631%	-0.126%	4,756,635	-6,003	2024-03-31
Vanguard Institutional Index I	0.621%	-0.401%	4,680,783	-18,864	2024-02-29
JPM US Large Cap Growth-MA	0.586%	942.878%	4,390,515	3,969,515	2023-09-30
JPMorgan Large Cap Growth I	0.583%	0.000%	4,390,515	0	2024-02-29
Janus Henderson Forty S	0.566%	-11.217%	4,269,266	-539,394	2023-06-30
Janus Concentrated Growth CF	0.563%	-11.217%	4,269,266	-539,394	2023-06-30
iShares MSCI USA Quality Factor ETF	0.564%	0.044%	4,167,489	1,842	2023-04-28
Vanguard Equity-Income Inv	0.523%	-23.173%	3,963,411	-1,195,463	2023-03-31
Capital Group New Perspective Comp	0.520%	6.050%	3,917,319	223,477	2023-12-31
American Funds New Perspective A	0.520%	6.050%	3,917,319	223,477	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.505%	0.475%	3,805,885	18,000	2023-08-31
Fidelity® Extended Market Index	0.483%	1.082%	3,646,296	39,041	2023-07-31
Capital Group Investment Co of Amer Comp	0.484%	215.944%	3,576,118	2,444,233	2022-12-31
American Funds Invmt Co of Amer A	0.482%	215.944%	3,576,118	2,444,233	2022-12-31
State St S&P 500® Indx SL Cl III	0.464%	1.698%	3,497,200	58,400	2024-03-31
American Funds Capital World Gr&Inc A	0.433%	42.149%	3,175,925	941,700	2022-12-31
Vanguard High Dividend Yield ETF	0.422%	1.105%	3,100,887	33,892	2022-12-31
American Funds Capital Income Bldr A	0.404%	1,143.020%	2,966,119	2,727,497	2022-09-30
Vanguard Wellesley® Income Inv	0.401%	-8.259%	2,943,667	-264,986	2022-10-31
American Funds Income Fund of Amer A	0.399%	0.000%	2,929,100	0	2022-09-30
Vanguard Wellington™ Inv	0.373%	0.000%	2,736,599	0	2022-10-31