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
- +891.3K (+0.2%) vs. Q1 2025
- Total value
- $76.6B
- +$5.29B (+7.4%) vs. Q1 2025
- New holders
- 171
- 989 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 |
|---|---|---|---|---|---|
| JFG Wealth Management, LLC | 2,211 | $330.7K | 0.07% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,213 | $331.0K | 0.07% | +60+2.8% | Added |
| Am Investment Strategies LLC | 2,221 | $332.0K | 0.08% | −49−2.2% | Reduced |
| Hancock Whitney Corp | 2,223 | $332.5K | 0.01% | +2,223 | New |
| Simon Quick Advisors, LLC | 2,228 | $333.3K | 0.02% | −4,814−68.4% | Reduced |
| Smith Anglin Financial, LLC | 2,232 | $333.8K | 0.03% | +32+1.5% | Added |
| MJP Associates Inc | 2,232 | $333.9K | 0.05% | +6+0.3% | Added |
| Traphagen Investment Advisors LLC | 2,238 | $334.8K | 0.03% | +13+0.6% | Added |
| Thompson Investment Management, Inc. | 2,244 | $335.7K | 0.05% | +1,544+220.6% | Added |
| Carl P. Sherr & Co., LLC | 2,250 | $336.6K | 0.17% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,252 | $336.8K | 0.02% | −651−22.4% | Reduced |
| Marco Investment Management LLC | 2,256 | $337.5K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,256 | $337.5K | 0.09% | +477+26.8% | Added |
| Ramirez Asset Management, Inc. | 2,266 | $338.9K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 2,271 | $339.7K | 0.01% | −152−6.3% | Reduced |
| Legacy Private Trust Co. | 2,279 | $340.9K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 2,284 | $341.6K | 0.00% | +2,284 | New |
| Vista Capital Partners, Inc. | 2,290 | $342.5K | 0.04% | +15+0.7% | Added |
| Optimum Investment Advisors | 2,300 | $344.0K | 0.15% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 2,303 | $344.5K | 0.22% | −130−5.3% | Reduced |
| ICONIQ Capital, LLC | 2,307 | $345.1K | 0.01% | −907−28.2% | Reduced |
| BOS Asset Management, LLC | 2,308 | $345.2K | 0.11% | −15−0.6% | Reduced |
| Evermay Wealth Management LLC | 2,314 | $346.1K | 0.04% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,325 | $347.8K | 0.19% | 00.0% | Unchanged |
| Park National Corp | 2,334 | $349.1K | 0.01% | +77+3.4% | Added |
| McAdam, LLC | 2,347 | $351.1K | 0.02% | +585+33.2% | Added |
| Tandem Wealth Advisors LLC | 2,348 | $351.2K | 0.17% | +550+30.6% | Added |
| Catalyst Financial Partners LLC | 2,356 | $352.4K | 0.04% | +368+18.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,357 | $352.6K | 0.08% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,357 | $352.6K | 0.05% | +2,357 | New |
| Red Spruce Capital, LLC | 2,371 | $354.7K | 0.15% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,372 | $354.7K | 0.02% | +10.0% | Added |
| Creekmur Asset Management LLC | 2,379 | $355.9K | 0.06% | −101−4.1% | Reduced |
| Sentry Investment Management LLC | 2,276 | $356.0K | 0.20% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,386 | $356.9K | 0.02% | +707+42.1% | Added |
| Trust Co of Vermont | 2,388 | $357.2K | 0.02% | +481+25.2% | Added |
| Advyzon Investment Management, LLC | 2,389 | $357.4K | 0.08% | +292+13.9% | Added |
| Copley Financial Group, Inc. | 2,391 | $357.6K | 0.27% | −114−4.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,400 | $359.0K | 0.03% | −5−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,400 | $359.0K | 0.02% | +500+26.3% | Added |
| TCFG Wealth Management, LLC | 2,400 | $359.0K | 0.16% | −95−3.8% | Reduced |
| Sather Financial Group Inc | 2,401 | $359.1K | 0.02% | +401+20.1% | Added |
| Secure Asset Management, LLC | 2,404 | $359.6K | 0.07% | +3+0.1% | Added |
| PFG Advisors | 2,414 | $361.1K | 0.02% | +383+18.9% | Added |
| Westwood Holdings Group Inc. | 2,415 | $361.2K | 0.00% | +53+2.2% | Added |
| Herbst Group, LLC | 2,415 | $361.2K | 0.22% | +139+6.1% | Added |
| Lionshead Wealth Management, LLC | 2,420 | $362.1K | 0.33% | −577−19.3% | Reduced |
| Reik & Co., LLC | 2,425 | $362.7K | 0.09% | 00.0% | Unchanged |
| Port Capital LLC | 2,430 | $363.0K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,431 | $363.6K | 0.05% | −1,155−32.2% | Reduced |
| Vanguard Capital Wealth Advisors | 2,433 | $363.9K | 0.36% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,433 | $363.9K | 0.01% | −2−0.1% | Reduced |
| Redwood Wealth Management Group, LLC | 2,445 | $365.7K | 0.16% | −10−0.4% | Reduced |
| Hardin Capital Partners, LLC | 2,400 | $366.6K | 0.22% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,462 | $368.2K | 0.01% | −191−7.2% | Reduced |
| Bridgewater Associates, LP | 2,467 | $369.0K | 0.00% | −2,061−45.5% | Reduced |
| Operose Advisors LLC | 2,470 | $369.5K | 0.10% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,480 | $371.0K | 0.10% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,161 | $373.7K | 0.01% | +503+30.3% | Added |
| Trace Wealth Advisors, LLC | 2,500 | $373.9K | 0.31% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $373.9K | 0.22% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,500 | $373.9K | 0.03% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,500 | $373.9K | 0.15% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,502 | $374.3K | 0.03% | −868−25.8% | Reduced |
| Trillium Asset Management, LLC | 2,516 | $376.0K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 2,516 | $376.3K | 0.07% | +1,007+66.7% | Added |
| Promethium Advisors,llc | 2,520 | $376.9K | 0.23% | +1,000+65.8% | Added |
| TFR Capital, LLC. | 2,525 | $377.7K | 0.14% | +573+29.4% | Added |
| Spirepoint Private Client, LLC | 2,532 | $378.7K | 0.04% | −10.0% | Reduced |
| Legacy Bridge, LLC | 2,535 | $379.2K | 0.18% | +300+13.4% | Added |
| Kennedy Investment Group | 2,545 | $380.8K | 0.16% | −141−5.2% | Reduced |
| Versant Capital Management, Inc | 2,553 | $381.9K | 0.06% | −73−2.8% | Reduced |
| Farmers & Merchants Investments Inc | 2,559 | $382.8K | 0.01% | −310−10.8% | Reduced |
| Calton & Associates, Inc. | 2,560 | $382.9K | 0.07% | +825+47.6% | Added |
| Smart Portfolios, LLC | 2,565 | $383.7K | 0.39% | −5−0.2% | Reduced |
| VeraBank, N.A. | 2,567 | $384.0K | 0.08% | +310+13.7% | Added |
| First Heartland Consultants, Inc. | 2,573 | $384.8K | 0.03% | −164−6.0% | Reduced |
| Capital Square, LLC | 2,381 | $385.7K | 0.21% | +814+51.9% | Added |
| Patten & Patten Inc | 2,581 | $386.1K | 0.02% | −100−3.7% | Reduced |
| Pines Wealth Management, LLC | 2,496 | $387.2K | 0.14% | +281+12.7% | Added |
| Aft, Forsyth & Sober, LLC | 2,600 | $388.9K | 0.13% | +2,600 | New |
| Enterprise Financial Services Corp | 2,601 | $389.1K | 0.21% | +339+15.0% | Added |
| Investmark Advisory Group LLC | 2,601 | $389.1K | 0.18% | −4−0.2% | Reduced |
| Evoke Wealth, LLC | 2,611 | $390.6K | 0.01% | −1,151−30.6% | Reduced |
| Paradigm Financial Partners, LLC | 2,628 | $393.2K | 0.04% | +14+0.5% | Added |
| Two Sigma Securities, LLC | 2,643 | $395.3K | 0.05% | −1,304−33.0% | Reduced |
| Johnson Financial Group, Inc. | 2,643 | $395.3K | 0.02% | +505+23.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,644 | $395.5K | 0.06% | +196+8.0% | Added |
| Morton Capital Management LLC | 2,645 | $395.6K | 0.07% | −28−1.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,655 | $397.1K | 0.07% | +3+0.1% | Added |
| Terry L. Blaker | 2,655 | $397.1K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,657 | $397.4K | 0.03% | +94+3.7% | Added |
| Grove Bank & Trust | 2,674 | $400.0K | 0.05% | −221−7.6% | Reduced |
| Verum Partners LLC | 2,696 | $403.3K | 0.09% | −456−14.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,710 | $405.4K | 0.04% | −55−2.0% | Reduced |
| Cape Investment Advisory, Inc. | 2,711 | $405.5K | 0.15% | +1,840+211.3% | Added |
| Meridian Wealth Management, LLC | 2,713 | $405.7K | 0.02% | −21−0.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,721 | $407.1K | 0.03% | −19−0.7% | Reduced |
| Crawford Investment Counsel Inc | 2,725 | $407.6K | 0.01% | −180−6.2% | Reduced |
| Avory & Company, LLC | 2,733 | $408.8K | 0.25% | +90+3.4% | Added |