← Every company
Funds Holding Blackstone Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Blackstone Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of BX →Funds holding
181
as of 2026-07-31
Reported value
$4.6B
summed across funds
Fund families
87
named trusts
Largest conviction
5.05%
1 above 5% of a fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco Global Listed Private Equity ETFInvesco Exchange-Traded Fund Trust91.8K sh$11.7M | 5.05% |
| TBG Dividend Focus ETFEA Series Trust92.1K sh$11.8M | 4.52% |
| WHITEWOLF Publicly Listed Private Equity ETFEA Series Trust2.3K sh$291.7K | 4.13% |
| ALPS Global Opportunity FundFINANCIAL INVESTORS TRUST13.1K sh$1.7M | 3.83% |
| BNY Mellon Concentrated Growth ETFBNY Mellon ETF Trust II28.7K sh$3.7M | 3.06% |
| YieldMax(R) U.S. Stocks Target Double Distribution ETFTidal Trust II1.2K sh$157.6K | 2.40% |
| CIBC ATLAS EQUITY INCOME FUNDADVISORS' INNER CIRCLE FUND55.9K sh$7.1M | 2.17% |
| iShares Core High Dividend ETFiShares Trust2M sh$259.7M | 1.74% |
| Harbor Large Cap Value FundHARBOR FUNDS119.6K sh$15.3M | 1.61% |
| Allspring LT Large Core ETFALLSPRING EXCHANGE-TRADED FUNDS TRUST984 sh$125.7K | 1.50% |
| iShares U.S. Financials ETFiShares Trust502.7K sh$64.2M | 1.45% |
| SA JPMorgan Large Cap Core PortfolioSUNAMERICA SERIES TRUST53.9K sh$6.9M | 1.35% |
| CIBC ATLAS DISCIPLINED EQUITY FUNDADVISORS' INNER CIRCLE FUND139.6K sh$17.8M | 1.33% |
| iShares U.S. Financial Services ETFiShares Trust223.1K sh$28.5M | 1.31% |
| Invesco S&P 500 Equal Weight Financials ETFInvesco Exchange-Traded Fund Trust30.9K sh$3.9M | 1.30% |
| Fidelity High Dividend ETFFidelity Covington Trust1M sh$130.3M | 1.28% |
| abrdn Total Dynamic Dividend Fundabrdn Total Dynamic Dividend Fund107.2K sh$13.7M | 1.23% |
| abrdn Dynamic Dividend Fundabrdn Funds9.5K sh$1.2M | 1.22% |
| abrdn Global Dynamic Dividend Fundabrdn Global Dynamic Dividend Fund30.9K sh$3.9M | 1.22% |
| Nicholas Equity Income Fund, Inc.Nicholas Equity Income Fund, Inc.43.9K sh$5.6M | 1.19% |
| Wellington Shields All-Cap FundCAPITAL MANAGEMENT INVESTMENT TRUST6K sh$859.4K | 1.13% |
| ClearBridge Value FundLegg Mason Global Asset Management Trust350K sh$44.7M | 1.05% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST194.9K sh$24.9M | 1.05% |
| BNY Mellon Worldwide Growth Fund, Inc.BNY Mellon Worldwide Growth Fund, Inc.74K sh$9.5M | 1.04% |
| Fundamental Large Cap Core FundJohn Hancock Investment Trust481.4K sh$61.5M | 1.02% |
| Pacer Lunt Large Cap Alternator ETFPacer Funds Trust6.2K sh$796.5K | 0.86% |
| FINANCIALS ULTRASECTOR PROFUNDProFunds647 sh$82.7K | 0.85% |
| Franklin Equity Income FundFranklin Investors Securities Trust325K sh$41.5M | 0.82% |
| Direxion Daily Financial Bull 3X SharesDirexion Shares ETF Trust146.4K sh$18.7M | 0.80% |
| Fidelity Dividend ETF for Rising RatesFidelity Covington Trust45.8K sh$5.9M | 0.79% |
| ALGER GROWTH & INCOME FUNDALGER FUNDS57.7K sh$7.4M | 0.76% |
| SA JPMorgan Equity-Income PortfolioSUNAMERICA SERIES TRUST35.9K sh$4.6M | 0.59% |
| Direxion Daily S&P 500 High Beta Bull 3X SharesDirexion Shares ETF Trust3.4K sh$439.8K | 0.59% |
| American Mutual FundAmerican Mutual Fund5.3M sh$675.3M | 0.57% |
| JPMorgan Research Market Neutral FundJPMorgan Trust I14.2K sh$1.8M | 0.49% |
| Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust4.5K sh$569.4K | 0.41% |
| Toews Agility Shares Hedged Risk ETFNorthern Lights Fund Trust1.1K sh$139.8K | 0.41% |
| Monopoly ETFStrategy Shares492 sh$62.9K | 0.40% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS3M sh$382.9M | 0.39% |
| iShares Core Dividend ETFiShares Trust51.3K sh$6.6M | 0.38% |
| Washington Mutual Investors FundWashington Mutual Investors Fund6.4M sh$820.8M | 0.38% |
| Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust13K sh$1.7M | 0.34% |
| JPMorgan Equity and Options Total Return ETFJ.P. Morgan Exchange-Traded Fund Trust2.6K sh$326.8K | 0.34% |
| VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS1.7M sh$218.7M | 0.33% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST17.6K sh$2.2M | 0.32% |
| LARGE-CAP VALUE PROFUNDProFunds131 sh$16.7K | 0.32% |
| Goldman Sachs Income Builder FundGOLDMAN SACHS TRUST64.1K sh$8.2M | 0.29% |
| American Conservative Values ETFETF Opportunities Trust3K sh$381.2K | 0.25% |
| American Beacon Diversified FundAmerican Beacon Institutional Funds Trust11.2K sh$1.4M | 0.24% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust46.9K sh$6M | 0.23% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust775K sh$99M | 0.23% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST86.6K sh$11.1M | 0.23% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds331K sh$42.3M | 0.23% |
| U.S. Strategic Equity FundRUSSELL INVESTMENT CO55.4K sh$7.1M | 0.23% |
| Pacer MSCI World Industry Advantage ETFPacer Funds Trust20 sh$2.6K | 0.23% |
| Capital Income BuilderCapital Income Builder2.3M sh$293.4M | 0.22% |
| Vox Populi ETFAdvisors Series Trust102 sh$13K | 0.22% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS38 sh$4.9K | 0.22% |
| BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust197 sh$25.2K | 0.21% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.6M sh$200.9M | 0.21% |
| SA JPMorgan Diversified Balanced PortfolioSUNAMERICA SERIES TRUST6.5K sh$836.5K | 0.20% |
| iShares MSCI USA Size Factor ETFiShares Trust6.6K sh$848.5K | 0.20% |
| Fidelity MSCI North American Subset Index ETFFidelity Covington Trust18.3K sh$2.3M | 0.20% |
| iShares Morningstar Value ETFiShares Trust20.1K sh$2.6M | 0.19% |
| JPMorgan Hedged Equity Laddered Overlay ETFJ.P. Morgan Exchange-Traded Fund Trust69.6K sh$8.9M | 0.19% |
| ClearBridge Tactical Dividend Income FundLegg Mason Partners Investment Trust5.1K sh$650.2K | 0.18% |
| Green Century Balanced FundGREEN CENTURY FUNDS5.1K sh$655.7K | 0.18% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS17.1K sh$2.2M | 0.17% |
| iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust168 sh$21.5K | 0.16% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III4.4K sh$565.7K | 0.16% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS96 sh$12.3K | 0.15% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS769 sh$98.2K | 0.15% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust12.3K sh$1.6M | 0.15% |
| Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds54K sh$6.9M | 0.15% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust4.2K sh$534.4K | 0.15% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust37.9K sh$4.8M | 0.15% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS580 sh$74.1K | 0.15% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust103.2K sh$13.2M | 0.15% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds158.2K sh$20.2M | 0.15% |
| Nationwide S&P 500 Index FundNationwide Mutual Funds21.1K sh$2.7M | 0.15% |
| TCW Transform 500 ETFTCW ETF Trust12.7K sh$1.6M | 0.15% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS37.4K sh$4.8M | 0.15% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC165.2K sh$21.1M | 0.15% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust217.2K sh$27.7M | 0.15% |
| iShares Morningstar U.S. Equity ETFiShares Trust14.6K sh$1.9M | 0.15% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST1.7M sh$212.3M | 0.15% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.15.4K sh$2M | 0.15% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc153.1K sh$19.6M | 0.15% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust62.7K sh$8M | 0.15% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS55 sh$7K | 0.15% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST24.4K sh$3.1M | 0.15% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.30.7K sh$3.9M | 0.15% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST37.4K sh$4.8M | 0.15% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust212.3K sh$27.1M | 0.14% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust1.5K sh$192.8K | 0.14% |
| Pacer PE/VC ETFPacer Funds Trust27 sh$3.4K | 0.14% |
| Victory 500 Index FundVictory Portfolios III172.2K sh$22M | 0.14% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS40 sh$5.1K | 0.14% |
| Wilmington Large-Cap Strategy FundWilmington Funds6.8K sh$864.2K | 0.14% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc3.6K sh$457.6K | 0.14% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust3K sh$378.3K | 0.14% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust3.1K sh$396.7K | 0.14% |
| iShares Dow Jones U.S. ETFiShares Trust31.7K sh$4M | 0.14% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS236.8K sh$30.3M | 0.14% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust2.8K sh$358K | 0.14% |
| Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds17.1K sh$2.2M | 0.14% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust219.7K sh$28.1M | 0.13% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust17.9K sh$2.3M | 0.13% |
| Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II16.1K sh$2.1M | 0.13% |
| E*TRADE No Fee Total Market Index FundE Trade Trust1.1K sh$144.6K | 0.13% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust404.4K sh$51.7M | 0.13% |
| Nuveen Equity Index FundTIAA-CREF Funds617.4K sh$78.9M | 0.13% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST449.8K sh$57.5M | 0.13% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds48.5K sh$6.2M | 0.13% |
| iShares Disciplined Volatility Equity Active ETFBlackRock ETF Trust17.6K sh$2.2M | 0.13% |
| 1290 Avantis U.S. Large Cap Growth Fund1290 Funds2.1K sh$263K | 0.13% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust21.5K sh$2.7M | 0.13% |
| Transamerica Balanced IITRANSAMERICA FUNDS671 sh$85.7K | 0.12% |
| Transamerica Multi-Managed BalancedTRANSAMERICA FUNDS14.4K sh$1.8M | 0.12% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust586 sh$74.9K | 0.12% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust5.2K sh$660.2K | 0.12% |
| iShares MSCI Kokusai ETFiShares Trust2.2K sh$284.5K | 0.11% |
| KOVITZ CORE EQUITY ETFValued Advisers Trust12.6K sh$1.6M | 0.11% |
| ULTRABULL PROFUNDProFunds1.6K sh$204.5K | 0.11% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST967 sh$123.5K | 0.11% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust58.1K sh$7.4M | 0.11% |
| AMT Diversified Equity FundADVISER MANAGED TRUST3.4K sh$434.6K | 0.11% |
| Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL7.2K sh$922.9K | 0.11% |
| JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust272 sh$34.7K | 0.10% |
| Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO98K sh$12.5M | 0.10% |
| Morningstar Global Income FundMorningstar Funds Trust1.1K sh$134.9K | 0.09% |
| iShares Morningstar Growth ETFiShares Trust22.8K sh$2.9M | 0.09% |
| iShares MSCI ACWI ETFiShares Trust233.8K sh$29.9M | 0.09% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC59.9K sh$7.6M | 0.09% |
| Global Equity FundRUSSELL INVESTMENT CO27.7K sh$3.5M | 0.09% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust15.5K sh$2M | 0.09% |
| Morningstar U.S. Equity FundMorningstar Funds Trust13K sh$1.7M | 0.09% |
| 1290 Loomis Sayles Multi-Asset Income Fund1290 Funds668 sh$85.3K | 0.09% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust83K sh$10.6M | 0.09% |
| BULL PROFUNDProFunds350 sh$44.7K | 0.08% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS628.6K sh$80.3M | 0.08% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST83.4K sh$10.6M | 0.08% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust99 sh$12.6K | 0.07% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC15.5K sh$2M | 0.07% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust55.7K sh$7.1M | 0.07% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust6.2K sh$790.5K | 0.07% |
| Victory Growth & Income FundVictory Portfolios III12K sh$1.5M | 0.07% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL92K sh$11.7M | 0.06% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC203.7K sh$26M | 0.06% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust14.9K sh$1.9M | 0.06% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust52.7K sh$6.7M | 0.05% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust61.6K sh$7.9M | 0.05% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds57.1K sh$7.3M | 0.05% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST4.8K sh$612.6K | 0.05% |
| BlackRock Tactical Opportunities FundBlackRock Funds25.1K sh$3.2M | 0.05% |
| BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.70K sh$8.9M | 0.05% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC656 sh$83.8K | 0.05% |
| Morningstar Global Opportunistic Equity FundMorningstar Funds Trust1.4K sh$176.7K | 0.04% |
| Income Fund of AmericaIncome Fund of America449.3K sh$57.4M | 0.04% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC115.4K sh$14.7M | 0.04% |
| LargeCap Growth Fund IPrincipal Funds, Inc16.5K sh$2.1M | 0.04% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust529 sh$67.6K | 0.04% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO762 sh$97.3K | 0.03% |
| JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust128 sh$16.4K | 0.03% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust4.1K sh$517.9K | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust123.6K sh$15.8M | 0.03% |
| Hartford Multi-Asset Income FundHARTFORD MUTUAL FUNDS, INC1.3K sh$168.1K | 0.03% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.9K sh$625.8K | 0.03% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST566 sh$72.3K | 0.02% |
| JPMorgan Income Builder FundJPMorgan Trust I12.2K sh$1.6M | 0.02% |
| LargeCap Value Fund IIIPrincipal Funds, Inc2.4K sh$312.1K | 0.01% |
| Old Westbury Large Cap Strategies FundOld Westbury Funds Inc19.4K sh$2.5M | 0.01% |
| Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds330 sh$42.2K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST319 sh$40.8K | 0.01% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST456 sh$58.3K | 0.00% |
| iShares U.S. Thematic Rotation Active ETFBlackRock ETF Trust11 sh$1.4K | 0.00% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-3.5K sh-$451.3K | -0.14% |
| Steward Equity Market Neutral FundSteward Funds Inc-9K sh-$1.1M | -0.98% |
| Clough Hedged Equity ETFElevation Series Trust-4.6K sh-$588.9K | -1.06% |
| CRM LONG/SHORT OPPORTUNITIESCRM Mutual Fund Trust-44.1K sh-$5.6M | -1.07% |
| Invenomic FundNORTHERN LIGHTS FUND TRUST II-140.4K sh-$17.9M | -2.10% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on BX
Company overviewEverything on BX in one place, with the price.SEC filingsWhat BX's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat BX's own officers and directors buy and sell.Planned salesSales BX insiders have filed notice of.Who owns itEvery manager reporting a position in BX.LobbyingWhat BX spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on BX's account, and who they worked for.Federal contractsWhat federal agencies pay BX.PatentsWhat BX is filing at the patent office.Workplace safetyWhat OSHA found at BX's sites.