Blackstone Inc.
BX- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001393818
In the last 90 days, Blackstone Inc. insiders filed 1 open-market purchase and 4 sales; 2,157 institutions reported holding it in 13F filings for Q2 2026, worth $63.4B in total; 3 superinvestors hold it, including Markel Group and Soros Fund Management.
13F holders, Q2 2025
Institutional positions in Blackstone Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,112
- +56 vs. Q1 2025
- Shares held
- 512.6M
- +891.2K (+0.2%) vs. Q1 2025
- Total value
- $76.6B
- +$5.29B (+7.4%) vs. Q1 2025
- New holders
- 171
- 988 more added
- Sold out
- 115
- 667 more reduced
28 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,157 | $63.4B |
| Q1 2026 | 2,137 | $60.3B |
| Q4 2025 | 2,287 | $79.0B |
| Q3 2025 | 2,205 | $87.1B |
| Q2 2025 | 2,112 | $76.6B |
| Q1 2025 | 2,084 | $71.5B |
| Q4 2024 | 2,135 | $88.4B |
| Q3 2024 | 1,938 | $77.8B |
| Q2 2024 | 1,865 | $61.6B |
| Q1 2024 | 1,848 | $64.9B |
| Q4 2023 | 1,809 | $65.6B |
| Q3 2023 | 1,667 | $53.3B |
| Q2 2023 | 1,585 | $42.4B |
| Q1 2023 | 1,561 | $40.3B |
| Q4 2022 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LRI Investments, LLC | 6,696 | $1.00M | 0.09% | −369−5.2% | Reduced |
| NCM Capital Management, LLC | 6,748 | $1.01M | 0.41% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,808 | $1.02M | 0.21% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,844 | $1.02M | 0.01% | −208,025−96.8% | Reduced |
| Linscomb & Williams, Inc. | 6,855 | $1.03M | 0.05% | −244−3.4% | Reduced |
| Strategic Blueprint, LLC | 6,859 | $1.03M | 0.05% | −1,206−15.0% | Reduced |
| Freestone Capital Holdings, LLC | 6,875 | $1.03M | 0.03% | −2,222−24.4% | Reduced |
| Green Harvest Asset Management LLC | 6,928 | $1.04M | 0.02% | +105+1.5% | Added |
| Union Bancaire Privee, UBP SA | 8,244 | $1.04M | 0.02% | +1,240+17.7% | Added |
| Sweeney & Michel, LLC | 6,414 | $1.04M | 0.37% | −302−4.5% | Reduced |
| First Pacific Financial | 6,974 | $1.04M | 0.15% | −646−8.5% | Reduced |
| Central Pacific Bank - Trust Division | 6,983 | $1.04M | 0.13% | +6,983 | New |
| Davis R M Inc | 6,993 | $1.05M | 0.02% | −31−0.4% | Reduced |
| Westover Capital Advisors, LLC | 6,996 | $1.05M | 0.21% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,000 | $1.05M | 0.66% | +5,000+250.0% | Added |
| Fortress Private Ledger, LLC | 7,052 | $1.05M | 0.48% | +1,698+31.7% | Added |
| Close Asset Management Ltd | 7,067 | $1.06M | 0.03% | −64−0.9% | Reduced |
| Highland Capital Management, LLC | 7,085 | $1.06M | 0.06% | −13−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,087 | $1.06M | 0.03% | −148−2.0% | Reduced |
| AlphaCore Capital LLC | 7,094 | $1.06M | 0.04% | +7,094 | New |
| Belpointe Asset Management LLC | 7,113 | $1.06M | 0.04% | +786+12.4% | Added |
| EPG Wealth Management LLC | 7,117 | $1.06M | 0.32% | +260+3.8% | Added |
| Dynamic Advisor Solutions LLC | 7,123 | $1.07M | 0.03% | +285+4.2% | Added |
| Robertson Stephens Wealth Management, LLC | 7,167 | $1.07M | 0.04% | +1,539+27.3% | Added |
| Forum Financial Management, LP | 7,175 | $1.07M | 0.02% | +181+2.6% | Added |
| Cigna Investments Inc | 7,181 | $1.07M | 0.18% | −36−0.5% | Reduced |
| Element Wealth, LLC | 7,211 | $1.08M | 0.50% | −691−8.7% | Reduced |
| Cooper Financial Group | 7,213 | $1.08M | 0.13% | +823+12.9% | Added |
| Sippican Capital Advisors | 7,219 | $1.08M | 0.78% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7,225 | $1.08M | 0.04% | +10+0.1% | Added |
| Sheets Smith Wealth Management | 7,274 | $1.09M | 0.13% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 7,309 | $1.09M | 0.13% | −219−2.9% | Reduced |
| Nicolet Bankshares Inc | 7,313 | $1.09M | 0.19% | +723+11.0% | Added |
| Beaumont Asset Management, L.L.C. | 7,336 | $1.10M | 0.59% | +642+9.6% | Added |
| Harbour Investments, Inc. | 7,358 | $1.10M | 0.03% | −693−8.6% | Reduced |
| RMB Capital Management, LLC | 7,362 | $1.10M | 0.02% | +3,285+80.6% | Added |
| Absolute Capital Management, LLC | 7,407 | $1.11M | 0.56% | −640−8.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 7,423 | $1.11M | 0.41% | +34+0.5% | Added |
| San Luis Wealth Advisors LLC | 7,430 | $1.11M | 0.24% | +4,207+130.5% | Added |
| Boston Private Wealth LLC | 7,432 | $1.11M | 0.06% | −1,469−16.5% | Reduced |
| IFP Advisors, Inc | 7,228 | $1.11M | 0.03% | +1,564+27.6% | Added |
| Walker Asset Management, LLC | 7,444 | $1.11M | 0.64% | +50+0.7% | Added |
| Signature Estate & Investment Advisors LLC | 7,460 | $1.12M | 0.03% | +872+13.2% | Added |
| Alteri Wealth LLC | 7,497 | $1.12M | 0.44% | +58+0.8% | Added |
| Nebula Research & Development LLC | 7,515 | $1.12M | 0.10% | +7,515 | New |
| TruWealth Advisors, LLC | 7,535 | $1.13M | 0.06% | +572+8.2% | Added |
| Dorsey & Whitney Trust CO LLC | 7,539 | $1.13M | 0.06% | +685+10.0% | Added |
| Meridian Wealth Advisors, LLC | 7,540 | $1.13M | 0.18% | +2,005+36.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,543 | $1.13M | 0.03% | +290+4.0% | Added |
| Renaissance Investment Group LLC | 7,580 | $1.13M | 0.25% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 7,586 | $1.13M | 0.81% | +812+12.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,607 | $1.14M | 0.38% | +46+0.6% | Added |
| Fjell Capital, LLC | 7,610 | $1.14M | 1.06% | +45+0.6% | Added |
| Advisory Resource Group | 7,631 | $1.14M | 0.22% | +7,631 | New |
| DRW Securities, LLC | 7,649 | $1.14M | 0.08% | +5,040+193.2% | Added |
| Cookson Peirce & Co Inc | 7,657 | $1.15M | 0.05% | +1,577+25.9% | Added |
| Shelton Capital Management | 7,659 | $1.15M | 0.03% | −48−0.6% | Reduced |
| FIL Ltd | 7,663 | $1.15M | 0.00% | +2,105+37.9% | Added |
| Panagora Asset Management Inc | 7,675 | $1.15M | 0.01% | +376+5.2% | Added |
| MBM Wealth Consultants, LLC | 7,698 | $1.15M | 0.31% | +7,698 | New |
| Azimuth Capital Investment Management LLC | 7,702 | $1.15M | 0.04% | −100−1.3% | Reduced |
| Chicago Trust Co NA | 7,721 | $1.15M | 0.16% | −1,218−13.6% | Reduced |
| Accurate Wealth Management, LLC | 7,042 | $1.16M | 0.18% | +520+8.0% | Added |
| Vaughan David Investments LLC | 7,744 | $1.16M | 0.03% | +5,615+263.7% | Added |
| First National Trust Co | 7,754 | $1.16M | 0.04% | +444+6.1% | Added |
| Latash Investments, LLC | 7,774 | $1.16M | 0.90% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 7,792 | $1.17M | 0.26% | +2,010+34.8% | Added |
| Brighton Jones LLC | 7,792 | $1.17M | 0.03% | −319−3.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,811 | $1.17M | 0.07% | −250−3.1% | Reduced |
| Investment Partners Asset Management, Inc. | 7,833 | $1.17M | 0.82% | −344−4.2% | Reduced |
| Trust Investment Advisors | 7,834 | $1.17M | 0.71% | +2,014+34.6% | Added |
| Intrua Financial, LLC | 7,834 | $1.17M | 0.17% | +2,963+60.8% | Added |
| 17 Capital Partners, LLC | 7,890 | $1.18M | 0.68% | −941−10.7% | Reduced |
| LM Advisors LLC | 7,899 | $1.18M | 0.15% | +1,784+29.2% | Added |
| Robeco Institutional Asset Management B.V. | 7,928 | $1.19M | 0.00% | −15,684−66.4% | Reduced |
| Capital Management Associates | 8,000 | $1.20M | 1.95% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 8,000 | $1.20M | 0.26% | +2,000+33.3% | Added |
| JRM Investment Counsel, LLC | 8,025 | $1.20M | 0.39% | −14,967−65.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,035 | $1.20M | 0.09% | +504+6.7% | Added |
| Sage Rhino Capital LLC | 8,036 | $1.20M | 0.25% | +63+0.8% | Added |
| Invst, LLC | 8,039 | $1.20M | 0.15% | +1,663+26.1% | Added |
| Brown Miller Wealth Management, LLC | 8,052 | $1.20M | 0.37% | +323+4.2% | Added |
| Pennsylvania Capital Management Inc | 8,075 | $1.21M | 0.39% | −624−7.2% | Reduced |
| Mayflower Financial Advisors, LLC | 8,126 | $1.22M | 0.17% | −1,083−11.8% | Reduced |
| Bailard, Inc. | 8,133 | $1.22M | 0.03% | −16−0.2% | Reduced |
| Lebenthal Global Advisors, LLC | 8,161 | $1.22M | 0.23% | +1,089+15.4% | Added |
| Profund Advisors LLC | 8,162 | $1.22M | 0.04% | −1,833−18.3% | Reduced |
| Sax Wealth Advisors, LLC | 8,199 | $1.23M | 0.07% | +2,124+35.0% | Added |
| Alpha Cubed Investments, LLC | 8,214 | $1.23M | 0.05% | +70+0.9% | Added |
| Jackson Square Capital, LLC | 8,249 | $1.23M | 0.27% | +8,249 | New |
| RW Investment Management LLC | 8,250 | $1.23M | 0.14% | −750−8.3% | Reduced |
| MidWestOne Financial Group, Inc. | 8,265 | $1.24M | 0.16% | −42−0.5% | Reduced |
| Trust Asset Management LLC | 8,316 | $1.24M | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,849 | $1.25M | 0.05% | +225+3.0% | Added |
| Tectonic Advisors LLC | 8,351 | $1.25M | 0.07% | +56+0.7% | Added |
| SageView Advisory Group, LLC | 7,092 | $1.25M | 0.05% | +3,190+81.8% | Added |
| Fifth Third Wealth Advisors LLC | 8,390 | $1.26M | 0.05% | −69−0.8% | Reduced |
| Verdence Capital Advisors LLC | 8,396 | $1.26M | 0.09% | +190+2.3% | Added |
| AdvisorNet Financial, Inc | 8,441 | $1.26M | 0.08% | −1,353−13.8% | Reduced |
| Mission Wealth Management, LP | 8,470 | $1.27M | 0.03% | +88+1.0% | Added |