BX · Company research
Blackstone Inc. (BX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 16814000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1982 | 222162000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 390 | 43715 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 390 | 43715 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10487 | 1234005 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4182 | 492096 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151 | 17768 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 1500605 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13201 | 1553362 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighMark Wealth Management LLC | 1802451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 2402 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2240 | 263548 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33849 | 3983012 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1780400 | 209499668 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63363 | 1074003 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 574 | 67543 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Midway Capital Research & Management | 2115416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1733 | 203922000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157735 | 3739906 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26526 | 3121314 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| STANSBERRY ASSET MANAGEMENT, LLC | 1725910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5977000 | 5947115 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 791 | 93077 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1556921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37248 | 4382972 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Security National Bank | 1719739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 873 | 102726 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Lighthouse Investment Partners, LLC | 1600344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28847 | 3394426 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 249715 | 29386550 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| First PREMIER Bank | 1653926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 706 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3985 | 468915 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29077 | 3421491 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 2036922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2847 | 335006 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Winthrop Partners - WNY, LLC | 1734109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6996 | 823219 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61809 | 7273065 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155422 | 18289 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48962 | 5761356 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Swedbank AB | 946431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230900 | 27170003 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23453 | 2759794 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2639 | 310531 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 534 | 62836 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sunbeam Capital Management, LLC | 2057278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2294 | 269913 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3494 | 411139 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Congress Park Capital LLC | 1730945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4537 | 533850 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Utah Retirement Systems | 1548392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113050 | 13302594 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC WORLD MARKET INC. | 1421224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206094 | 24251090 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 850 | 14408 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125182 | 14730205 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ExodusPoint Capital Management, LP | 1736225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135276 | 2292928 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| B. Riley Wealth Advisors, Inc. | 1464811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55522 | 6378318 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42124 | 4956731 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 635 | 74720 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21571 | 2538275 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3031 | 357 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11500 | 1353205 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8297 | 846629 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| EARNED WEALTH ADVISORS, LLC | 1905663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16298 | 1917766 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89518 | 10533584 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62757 | 7384620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QVT Financial LP | 1290162 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187226 | 4439128 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HCR Wealth Advisors | 1697715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2679 | 315293 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4207 | 495038 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 588 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6225 | 732496 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142236 | 3372415 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35067 | 4126369 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Coalescence Partners Investment Management, LP | 1759662 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324966 | 38238749 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sierra Capital LLC | 1787274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15978 | 1880082 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Strategic Wealth Investment Group, LLC | 1802365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89405 | 10520301 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1939 | 228137 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Facet Wealth, Inc. | 1748271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4109 | 483451 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Hilton Capital Management, LLC | 1541211 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38615 | 4543830 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Lloyd Advisory Services, LLC. | 1802474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126 | 14787 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149 | 17533 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 677200 | 79686124 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6645 | 86053 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Community Bank & Trust, Waco, Texas | 1654847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68722 | 8087 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2607 | 306766 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ariston Services Group | 1743859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4127 | 485624 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Purus Wealth Management, LLC | 1844250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5811 | 683723 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11074 | 1303019 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 632 | 74367 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 669240 | 78749471 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32638 | 3840545 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3396 | 399623 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nicholas Wealth, LLC. | 1911391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8020 | 943771 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.