Who Owns BLACKSTONE (BGB)? -- Institutional Holders (2026-06-30)

Name: BLACKSTONE (BGB) Institutional Holders (2026-06-30)
Creator: ko.io

93 institutions reported holding $257.7M of BLACKSTONE (BGB) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($41.1M), MORGAN STANLEY ($28.7M), Coastal Bridge Advisors, LLC ($25.5M), WELLS FARGO & COMPANY/MN ($19.9M), BANK OF AMERICA CORP /DE/ ($18.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIT INVESTMENT ASSOCIATES INC	$41.1M	3.6M	Added
2	MORGAN STANLEY	$28.7M	2.5M	Added
3	Coastal Bridge Advisors, LLC	$25.5M	2.3M	Trimmed
4	WELLS FARGO & COMPANY/MN	$19.9M	1.8M	Trimmed
5	BANK OF AMERICA CORP /DE/	$18.7M	1.7M	Trimmed
6	RAYMOND JAMES FINANCIAL INC	$12.9M	1.1M	Trimmed
7	Atlas Wealth LLC	$10.6M	939,961	New
8	HighTower Advisors, LLC	$10.6M	934,510	Added
9	Cresset Asset Management, LLC	$8.2M	722,558	Added
10	Advisors Asset Management, Inc.	$6.7M	591,684	Trimmed
11	UBS Group AG	$5.7M	502,174	Added
12	LOOMIS SAYLES & CO L P	$5.6M	497,855	Added
13	TRANSCEND CAPITAL ADVISORS, LLC	$5.0M	438,553	Trimmed
14	LPL Financial LLC	$4.7M	417,101	Added
15	Pathstone Holdings, LLC	$3.7M	331,531	Added
16	Logan Stone Capital, LLC	$3.7M	323,899	Added
17	GUGGENHEIM CAPITAL LLC	$3.1M	278,123	Hold
18	Integrated Wealth Concepts LLC	$3.0M	269,895	Trimmed
19	Robbins Farley	$2.7M	241,957	Added
20	Vestmark Advisory Solutions, Inc.	$2.7M	234,528	Trimmed
21	ELEVATION POINT WEALTH PARTNERS, LLC	$2.6M	234,122	Trimmed
22	Invesco Ltd.	$2.1M	189,997	Trimmed
23	Merit Financial Group, LLC	$1.8M	161,119	Trimmed
24	Thrivent Financial for Lutherans	$1.8M	155,716	Trimmed
25	Capital Investment Advisors, LLC	$1.7M	153,574	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30