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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 4,248 | $635.4K | 0.03% | −336−7.3% | Reduced |
| TD Private Client Wealth LLC | 4,262 | $637.5K | 0.02% | +994+30.4% | Added |
| Colonial River Wealth Management, LLC | 3,888 | $637.9K | 0.27% | +24+0.6% | Added |
| QTR Family Wealth, LLC | 4,271 | $638.9K | 0.40% | +1,002+30.7% | Added |
| KMG Fiduciary Partners, LLC | 4,276 | $639.6K | 0.05% | −145−3.3% | Reduced |
| Simplicity Wealth,LLC | 4,292 | $641.9K | 0.03% | +4,292 | New |
| Farmers & Merchants Trust Co of Long Beach | 4,301 | $643.3K | 0.14% | +2,603+153.3% | Added |
| Sapient Capital LLC | 4,309 | $644.6K | 0.01% | +12+0.3% | Added |
| Financial Partners Group, Inc | 4,315 | $645.5K | 0.09% | +336+8.4% | Added |
| Everpar Advisors LLC | 4,321 | $646.3K | 0.29% | −338−7.3% | Reduced |
| YANKCOM Partnership | 4,329 | $647.5K | 0.32% | +4,317+35,975.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,343 | $649.6K | 0.07% | +543+14.3% | Added |
| Nadler Financial Group, Inc. | 4,344 | $649.8K | 0.07% | −78−1.8% | Reduced |
| Advisory Alpha, LLC | 4,369 | $653.7K | 0.02% | −28−0.6% | Reduced |
| Gradient Capital Advisors, LLC | 4,383 | $655.6K | 0.19% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,384 | $655.8K | 0.02% | −14−0.3% | Reduced |
| MSH Capital Advisors LLC | 4,389 | $656.5K | 0.19% | +1,200+37.6% | Added |
| Pure Financial Advisors, Inc. | 4,391 | $656.8K | 0.01% | +4,391 | New |
| Total Wealth Planning & Management, Inc. | 4,407 | $659.2K | 0.57% | +968+28.1% | Added |
| BluePath Capital Management, LLC | 4,414 | $660.2K | 0.58% | +1,021+30.1% | Added |
| First American Trust, FSB | 4,415 | $660.2K | 0.05% | +193+4.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,415 | $660.5K | 0.22% | −150−3.3% | Reduced |
| SlateStone Wealth, LLC | 4,438 | $664.0K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,444 | $664.7K | 0.01% | −35−0.8% | Reduced |
| First County Bank | 4,453 | $666.1K | 0.36% | +2,443+121.5% | Added |
| Gridiron Partners, LLC | 4,454 | $666.2K | 0.41% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 4,512 | $675.8K | 0.18% | +315+7.5% | Added |
| Next Capital Management LLC | 4,526 | $676.9K | 0.25% | +716+18.8% | Added |
| HHM Wealth Advisors, LLC | 4,533 | $678.0K | 0.08% | −52−1.1% | Reduced |
| Regatta Capital Group, LLC | 4,546 | $680.0K | 0.12% | +350+8.3% | Added |
| Disciplined Investors, L.L.C. | 4,549 | $680.4K | 0.53% | +14+0.3% | Added |
| Aspetuck Financial Management LLC | 4,565 | $682.8K | 0.51% | −10−0.2% | Reduced |
| Flputnam Investment Management Co | 4,569 | $683.4K | 0.01% | +419+10.1% | Added |
| Chemistry Wealth Management LLC | 4,581 | $685.2K | 0.15% | +150+3.4% | Added |
| Courier Capital LLC | 4,585 | $685.9K | 0.04% | +26+0.6% | Added |
| Qtron Investments LLC | 4,589 | $686.4K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 4,606 | $689.0K | 0.08% | −188−3.9% | Reduced |
| 10Elms LLP | 4,614 | $690.2K | 0.66% | −100−2.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,422 | $691.4K | 0.14% | +310+7.5% | Added |
| Lakeshore Capital Group, Inc. | 4,634 | $693.2K | 0.61% | −32−0.7% | Reduced |
| Mayfair Advisory Group, LLC | 4,116 | $695.2K | 0.33% | +29+0.7% | Added |
| Checchi Capital Advisers, LLC | 4,660 | $697.0K | 0.05% | −425−8.4% | Reduced |
| Watts Gwilliam & Co., LLC | 3,699 | $697.9K | 0.11% | +159+4.5% | Added |
| Riverview Capital Advisers, LLC | 4,667 | $698.1K | 0.20% | −25−0.5% | Reduced |
| Advisory Research Inc | 4,667 | $698.1K | 0.11% | 00.0% | Unchanged |
| Western Financial Corp | 4,670 | $698.5K | 0.37% | +229+5.2% | Added |
| Continuum Advisory, LLC | 4,675 | $699.3K | 0.08% | +53+1.1% | Added |
| WealthTrust Axiom LLC | 4,681 | $700.2K | 0.21% | +10.0% | Added |
| Excalibur Management Corp | 4,683 | $700.5K | 0.26% | −1,475−24.0% | Reduced |
| Guinness Asset Management LTD | 4,697 | $702.6K | 0.01% | +109+2.4% | Added |
| Mission Creek Capital Partners, Inc. | 4,698 | $702.7K | 0.16% | +151+3.3% | Added |
| Kovack Advisors, Inc. | 4,699 | $702.8K | 0.07% | +306+7.0% | Added |
| Alan B. Lancz & Associates, Inc. | 4,700 | $703.0K | 0.70% | 00.0% | Unchanged |
| Birinyi Associates Inc | 4,736 | $708.0K | 0.21% | +6+0.1% | Added |
| Ullmann Financial Group, Inc. | 4,735 | $708.2K | 0.08% | +16+0.3% | Added |
| CNB Bank | 4,745 | $709.8K | 0.34% | +4,712+14,278.8% | Added |
| TRUE Private Wealth Advisors | 4,754 | $711.1K | 0.08% | −575−10.8% | Reduced |
| Verus Capital Partners, LLC | 4,775 | $714.3K | 0.06% | +98+2.1% | Added |
| Global Assets Advisory, LLC | 4,695 | $717.3K | 0.28% | −5,497−53.9% | Reduced |
| Old Mission Capital LLC | 4,797 | $717.5K | 0.02% | +4,797 | New |
| Congress Park Capital LLC | 4,800 | $718.0K | 0.24% | +1,100+29.7% | Added |
| Personal Cfo Solutions, LLC | 4,823 | $721.4K | 0.13% | +184+4.0% | Added |
| Van Cleef Asset Management,Inc | 4,850 | $725.5K | 0.08% | −1,000−17.1% | Reduced |
| Aprio Wealth Management, LLC | 4,856 | $726.3K | 0.08% | +2,042+72.6% | Added |
| Kennebec Savings Bank | 4,871 | $728.6K | 0.71% | +4,871 | New |
| Regal Investment Advisors LLC | 4,883 | $730.4K | 0.05% | +597+13.9% | Added |
| Vestmark Advisory Solutions, Inc. | 4,891 | $731.6K | 0.01% | +3,115+175.4% | Added |
| Howard Capital Management Inc. | 4,918 | $735.6K | 0.01% | +907+22.6% | Added |
| Arcus Capital Partners, LLC | 4,937 | $738.5K | 0.32% | +58+1.2% | Added |
| McKinley Carter Wealth Services, Inc. | 4,950 | $740.4K | 0.04% | +110+2.3% | Added |
| Fragasso Group Inc. | 4,955 | $741.1K | 0.05% | +1,063+27.3% | Added |
| LexAurum Advisors, LLC | 4,960 | $741.9K | 0.12% | −64−1.3% | Reduced |
| Octavia Wealth Advisors, LLC | 4,965 | $742.6K | 0.08% | +124+2.6% | Added |
| Infrastructure Capital Advisors, LLC | 5,000 | $747.9K | 0.09% | +5,000 | New |
| Thoma Capital Management LLC | 5,001 | $748.2K | 0.48% | +240+5.0% | Added |
| Viawealth, LLC | 5,003 | $748.3K | 0.44% | +325+6.9% | Added |
| Clifford Swan Investment Counsel LLC | 5,010 | $749.4K | 0.03% | +3+0.1% | Added |
| WBI Investments | 5,016 | $750.3K | 0.19% | +3,306+193.3% | Added |
| Limestone Investment Advisors LP | 5,020 | $750.9K | 0.33% | +5,020 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 5,040 | $753.9K | 0.06% | +368+7.9% | Added |
| Keel Point, LLC | 5,050 | $755.4K | 0.05% | +1,411+38.8% | Added |
| Salem Investment Counselors Inc | 5,052 | $755.7K | 0.02% | −77−1.5% | Reduced |
| Guerra Advisors Inc | 5,057 | $756.4K | 0.36% | +873+20.9% | Added |
| Journey Strategic Wealth LLC | 5,069 | $758.3K | 0.02% | +2,182+75.6% | Added |
| Maven Securities LTD | 5,072 | $758.7K | 0.20% | +1,759+53.1% | Added |
| Willner & Heller, LLC | 5,086 | $760.8K | 0.64% | +34+0.7% | Added |
| Norden Group LLC | 5,094 | $762.0K | 0.08% | +56+1.1% | Added |
| S-Bank Fund Management Ltd | 5,100 | $762.9K | 0.11% | +631+14.1% | Added |
| Samalin Investment Counsel, LLC | 5,104 | $763.5K | 0.29% | +21+0.4% | Added |
| OMNI 360 Wealth, Inc. | 5,107 | $763.9K | 0.47% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,109 | $764.2K | 0.16% | −1,360−21.0% | Reduced |
| Catalytic Wealth RIA, LLC | 5,113 | $764.8K | 0.06% | +3,546+226.3% | Added |
| Leo Wealth, LLC | 5,115 | $765.0K | 0.06% | +539+11.8% | Added |
| Southland Equity Partners LLC | 5,115 | $765.1K | 0.17% | −101−1.9% | Reduced |
| Busey Wealth Management | 5,126 | $766.7K | 0.02% | +1,032+25.2% | Added |
| Visionary Wealth Advisors | 5,139 | $768.7K | 0.04% | +401+8.5% | Added |
| Smithfield Trust Co | 5,165 | $771.0K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 4,478 | $774.5K | 0.56% | −25−0.6% | Reduced |
| Empirical Finance, LLC | 5,180 | $774.8K | 0.04% | +200+4.0% | Added |
| Forte Capital LLC | 5,198 | $777.5K | 0.08% | +10.0% | Added |