BX · Blackstone Inc. · Held by Funds
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of BX by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 19.31% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 4.02% | 30,187,103 |
| Index ETFs | 15.29% | 114,753,114 |
| Active ETFs | 0.20% | 1,471,878 |
| Active funds | 5.72% | 42,944,799 |
| Unclassified | 1.53% | 11,504,116 |
| All registered funds | 26.76% | 200,861,010 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding BX
779 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 23,584,956 | $2,775,241,773 | 0.12% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 19,249,451 | $2,265,082,899 | 0.14% | Long | 2026-06-30 | |
| Schwab U.S. Dividend Equity ETF | SCHD | 17,882,047 | $2,091,663,038 | 2.20% | Long | 2026-05-31 | |
| iShares Core S&P 500 ETF | IVV | 10,218,812 | $1,202,447,608 | 0.14% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 9,580,975 | $1,120,686,646 | 0.13% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 9,003,482 | $1,059,439,727 | 0.14% | Long | 2026-06-30 | |
| Washington Mutual Investors Fund | — | 6,425,041 | $820,798,988 | 0.38% | Long | 2026-07-31 | |
| American Mutual Fund | — | 5,286,242 | $675,317,416 | 0.57% | Long | 2026-07-31 | |
| State Street(R) Financial Select Sector SPDR(R) ETF | XLF | 5,024,679 | $591,253,978 | 1.15% | Long | 2026-06-30 | |
| VANGUARD GROWTH INDEX FUND | — | 4,395,667 | $517,238,136 | 0.14% | Long | 2026-06-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 4,032,860 | $474,546,636 | 0.14% | Long | 2026-06-30 | |
| VANGUARD VALUE INDEX FUND | — | 3,531,108 | $415,505,478 | 0.16% | Long | 2026-06-30 | |
| JPMorgan U.S. Equity Fund | — | 3,491,756 | $410,874,929 | 1.23% | Long | 2026-06-30 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 2,997,471 | $382,926,920 | 0.39% | Long | 2026-07-31 | |
| Capital Income Builder | — | 2,296,972 | $293,438,173 | 0.22% | Long | 2026-07-31 | |
| Capital World Growth & Income Fund | — | 2,347,122 | $274,542,860 | 0.17% | Long | 2026-05-31 | |
| iShares Russell 1000 Growth ETF | IWF | 2,247,856 | $264,505,216 | 0.21% | Long | 2026-06-30 | |
| iShares Core High Dividend ETF | HDV | 2,032,665 | $259,672,954 | 1.74% | Long | 2026-07-31 | |
| JPMorgan Equity Income Fund | — | 1,876,183 | $220,770,454 | 0.51% | Long | 2026-06-30 | |
| VANGUARD WINDSOR II FUND | — | 1,712,028 | $218,711,577 | 0.33% | Long | 2026-07-31 | |
| Schwab S&P 500 Index Fund | SWPPX | 1,661,541 | $212,261,863 | 0.15% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 1,771,834 | $208,491,707 | 0.14% | Long | 2026-06-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 1,572,716 | $200,914,469 | 0.21% | Long | 2026-07-31 | |
| Growth Fund of America | — | 1,443,627 | $168,861,050 | 0.05% | Long | 2026-05-31 | |
| First Trust Morningstar Dividend Leaders Index Fund | FDL | 1,428,590 | $168,102,185 | 2.31% | Long | 2026-06-30 | |
| ClearBridge Dividend Strategy Fund | — | 1,417,000 | $166,738,390 | 1.84% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 1,415,507 | $165,571,854 | 0.12% | Long | 2026-05-31 | |
| Investment Co of America | — | 1,299,283 | $152,886,631 | 0.08% | Long | 2026-06-30 | |
| VanEck Morningstar Wide Moat ETF | MOAT | 1,264,363 | $148,777,594 | 1.28% | Long | 2026-06-30 | |
| iShares S&P 500 Value ETF | IVE | 1,221,282 | $143,708,253 | 0.30% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | — | 1,224,990 | $143,287,080 | 0.26% | Long | 2026-05-31 | |
| AMCAP Fund | — | 1,208,017 | $141,301,748 | 0.15% | Long | 2026-05-31 | |
| American Balanced Fund | — | 1,200,000 | $141,204,000 | 0.05% | Long | 2026-06-30 | |
| VANGUARD FINANCIALS INDEX FUND | — | 1,194,459 | $139,715,869 | 1.04% | Long | 2026-05-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 1,143,380 | $133,741,159 | 0.12% | Long | 2026-05-31 | |
| Fidelity High Dividend ETF | FDVV | 1,019,917 | $130,294,397 | 1.28% | Long | 2026-07-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 959,910 | $112,952,610 | 0.12% | Long | 2026-06-30 | |
| Janus Henderson Research Fund | — | 944,386 | $111,125,901 | 0.38% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | SPYV | 903,733 | $106,342,262 | 0.30% | Long | 2026-06-30 | |
| Bridge Builder Large Cap Growth Fund | BBGLX | 884,191 | $104,042,755 | 0.34% | Long | 2026-06-30 | |
| VANGUARD LARGE-CAP INDEX FUND | — | 867,603 | $102,090,845 | 0.14% | Long | 2026-06-30 | |
| Fidelity Large Cap Growth Index Fund | FSPGX | 774,984 | $99,004,206 | 0.23% | Long | 2026-07-31 | |
| Schwab U.S. Large-Cap ETF | SCHX | 794,808 | $92,968,692 | 0.13% | Long | 2026-05-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 628,591 | $80,302,500 | 0.08% | Long | 2026-07-31 | |
| S&P 500 Index Master Portfolio | — | 677,352 | $79,704,010 | 0.13% | Long | 2026-06-30 | |
| Nuveen Equity Index Fund | — | 617,374 | $78,869,529 | 0.13% | Long | 2026-07-31 | |
| ClearBridge Large Cap Growth Fund | — | 666,470 | $77,956,996 | 0.74% | Long | 2026-05-29 | |
| iShares Core S&P U.S. Value ETF | IUSV | 638,424 | $75,123,352 | 0.28% | Long | 2026-06-30 | |
| iShares U.S. Financials ETF | IYF | 502,664 | $64,215,326 | 1.45% | Long | 2026-07-31 | |
| Fundamental Large Cap Core Fund | — | 481,447 | $61,504,854 | 1.02% | Long | 2026-07-31 |