Whale Analyzer
BX Institutional Holders and 13F Ownership
Compare 9 tracked holders of BX, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, National Pension Service, Edgewood Management LLC, and Markel Group.
Continue to the live BX dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $1.55B | 13.2M | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $196.6M | 1.7M | Increased | 2026-06-30 |
| Edgewood Management LLC 13F holdings | $171.9M | 1.5M | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $137.8M | 1.2M | Held | 2026-09-30 |
| Torray Funds 13F holdings | $19.9M | 177.2K | Reduced | 2026-09-30 |
| Soros Fund Management 13F holdings | $6.0M | 51.1K | Reduced | 2026-06-30 |
| Horizon Kinetics Asset Management 13F holdings | $599.2K | 5.1K | Held | 2026-06-30 |
| Oakmark Funds 13F holdings | $441.3K | 3.8K | Held | 2026-06-30 |
| Kahn Brothers Group 13F holdings | $270.6K | 2.3K | Held | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
- Soros Fund Management SEC filing (0000902664-26-003507) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Kahn Brothers Group SEC filing (0001039565-26-000006) · report date 2026-06-30
Tracked-sample concentration
Reported position value for BX is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 74.4% of aggregate reported value in this sample
- Top 5 tracked holders: 99.6% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 9 tracked holders, 4 reduced, 4 held, 1 increased. Net positioning is net selling.
- Capital Research Global Investors ($1.55B) (▼ 10.5% qoq shares) · modeled avg cost estimate $127.20
- National Pension Service ($196.6M) (▲ 4.4% qoq shares) · modeled avg cost estimate $78.18
- Edgewood Management LLC ($171.9M) (▼ 41.9% qoq shares)
- Markel Group ($137.8M) (→ 0.0% qoq shares) · modeled avg cost estimate $48.04
- Torray Funds ($19.9M) (▼ 6.2% qoq shares) · modeled avg cost estimate $110.59
- Soros Fund Management ($6.0M) (▼ 70.6% qoq shares) · modeled avg cost estimate $47.24
- Horizon Kinetics Asset Management ($599.2K) (→ 0.0% qoq shares)
- Oakmark Funds ($441.3K) (→ 0.0% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 5 covered tracked holders is $115.79 versus a current price of $119.50, so BX trades above that estimate (+3.2%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Financials
BX sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live BX dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on BX with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns BX stock?
Whale Analyzer tracks 9 public-disclosure holders of BX with a combined reported value of $2.09B. See the holder table above for the largest tracked positions.
Which top funds are buying BX?
Tracked holders were net selling last quarter — 4 reduced, 4 held, 1 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked BX sample?
The top five tracked holders account for 99.6% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does BX compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 5 covered tracked holders is $115.79 versus a current price of $119.50 (+3.2%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for BX?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive BX dashboard to explore them, or read our 13F Alpha Signals Guide.