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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| YANKCOM Partnership | 4,329 | $647.5K | 0.32% | +4,317+35,975.0% | Added |
| Everpar Advisors LLC | 4,321 | $646.3K | 0.29% | −338−7.3% | Reduced |
| Financial Partners Group, Inc | 4,315 | $645.5K | 0.09% | +336+8.4% | Added |
| Sapient Capital LLC | 4,309 | $644.6K | 0.01% | +12+0.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,301 | $643.3K | 0.14% | +2,603+153.3% | Added |
| Simplicity Wealth,LLC | 4,292 | $641.9K | 0.03% | +4,292 | New |
| KMG Fiduciary Partners, LLC | 4,276 | $639.6K | 0.05% | −145−3.3% | Reduced |
| QTR Family Wealth, LLC | 4,271 | $638.9K | 0.40% | +1,002+30.7% | Added |
| Colonial River Wealth Management, LLC | 3,888 | $637.9K | 0.27% | +24+0.6% | Added |
| TD Private Client Wealth LLC | 4,262 | $637.5K | 0.02% | +994+30.4% | Added |
| Heritage Wealth Advisors | 4,248 | $635.4K | 0.03% | −336−7.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,204 | $628.8K | 0.26% | +219+5.5% | Added |
| Tandem Investment Advisors, Inc. | 4,192 | $627.0K | 0.02% | −381−8.3% | Reduced |
| Breed's Hill Capital LLC | 4,180 | $625.2K | 0.30% | +29+0.7% | Added |
| Partners Capital Investment Group, LLP | 4,176 | $624.7K | 0.03% | +125+3.1% | Added |
| Moody National Bank Trust Division | 4,169 | $623.6K | 0.06% | +123+3.0% | Added |
| Wimmer Associates 1, LLC | 4,143 | $619.7K | 0.32% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 4,142 | $619.3K | 0.00% | +1,699+69.5% | Added |
| Logan Capital Management Inc | 4,125 | $617.0K | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 4,108 | $614.5K | 0.06% | +25+0.6% | Added |
| Cornerstone Advisory, LLC | 4,088 | $611.5K | 0.07% | −35−0.8% | Reduced |
| NWF Advisory Services Inc. | 4,031 | $603.0K | 0.07% | +349+9.5% | Added |
| Family Management Corp | 4,019 | $601.2K | 0.09% | +125+3.2% | Added |
| Ferguson Wellman Capital Management, Inc | 4,016 | $600.7K | 0.01% | −98−2.4% | Reduced |
| Presidio Capital Management, LLC | 4,015 | $600.5K | 0.23% | +4+0.1% | Added |
| Perennial Investment Advisors, LLC | 4,011 | $600.1K | 0.06% | +192+5.0% | Added |
| Hodges Capital Management Inc. | 4,010 | $599.8K | 0.06% | −90−2.2% | Reduced |
| NBC Securities, Inc. | 4,011 | $599.0K | 0.05% | +38+1.0% | Added |
| J. W. Coons Advisors, LLC | 4,004 | $598.9K | 0.14% | +1,440+56.2% | Added |
| Cary Street Partner Investment Advisory LLC | 4,003 | $598.8K | 0.29% | +81+2.1% | Added |
| Saiph Capital, LLC | 4,000 | $598.3K | 0.23% | +4,000 | New |
| OneAscent Financial Services LLC | 3,978 | $596.0K | 0.04% | +168+4.4% | Added |
| Castle Rock Wealth Management, LLC | 3,529 | $594.0K | 0.14% | −6,517−64.9% | Reduced |
| Fundamentun, LLC | 3,965 | $593.1K | 0.03% | +153+4.0% | Added |
| TCI Wealth Advisors, Inc. | 3,962 | $592.6K | 0.04% | +14+0.4% | Added |
| Activest Wealth Management | 3,962 | $592.6K | 0.14% | +36+0.9% | Added |
| Valmark Advisers, Inc. | 3,949 | $590.7K | 0.01% | −26−0.7% | Reduced |
| Ashton Thomas Securities, LLC | 3,939 | $589.2K | 0.14% | −75−1.9% | Reduced |
| Covey Capital Advisors, LLC | 3,920 | $586.4K | 0.63% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,917 | $585.9K | 0.18% | −2,114−35.1% | Reduced |
| Ames National Corp | 3,900 | $583.4K | 0.38% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 3,900 | $583.4K | 0.26% | +3,900 | New |
| Onyx Bridge Wealth Group LLC | 3,876 | $579.8K | 0.08% | +103+2.7% | Added |
| Bernardo Wealth Planning LLC | 3,870 | $579.0K | 0.13% | +46+1.2% | Added |
| Fiduciary Family Office, LLC | 3,855 | $576.6K | 0.19% | +45+1.2% | Added |
| WNY Asset Management, LLC | 3,852 | $576.2K | 0.06% | +64+1.7% | Added |
| Godsey & Gibb Associates | 3,844 | $575.0K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3,843 | $574.8K | 0.10% | 00.0% | Unchanged |
| CX Institutional | 3,799 | $568.0K | 0.02% | +506+15.4% | Added |
| Great Lakes Advisors, LLC | 3,794 | $567.5K | 0.00% | −855−18.4% | Reduced |
| United Advisor Group, LLC | 3,794 | $567.5K | 0.10% | −476−11.1% | Reduced |
| Chung Wu Investment Group, LLC | 3,790 | $566.9K | 0.59% | +500+15.2% | Added |
| Avantax Planning Partners, Inc. | 3,789 | $566.7K | 0.02% | +194+5.4% | Added |
| LVW Advisors, LLC | 3,785 | $566.2K | 0.06% | +209+5.8% | Added |
| Moss Adams Wealth Advisors LLC | 3,783 | $565.9K | 0.05% | +1,142+43.2% | Added |
| Laffer Tengler Investments | 3,780 | $565.4K | 0.10% | +3,780 | New |
| Plotkin Financial Advisors, LLC | 3,779 | $565.3K | 0.31% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,774 | $564.5K | 0.12% | +35+0.9% | Added |
| Townsend Asset Management Corp | 3,772 | $564.1K | 0.20% | +4+0.1% | Added |
| Voya Financial Advisors, Inc. | 3,722 | $562.4K | 0.06% | −1,650−30.7% | Reduced |
| Keystone Financial Group | 3,740 | $559.5K | 0.05% | −105−2.7% | Reduced |
| Janney Capital Management LLC | 3,720 | $556.0K | 0.04% | +385+11.5% | Added |
| Moloney Securities Asset Management, LLC | 3,714 | $555.5K | 0.07% | +158+4.4% | Added |
| Paragon Private Wealth Management, LLC | 3,704 | $554.0K | 0.22% | −126−3.3% | Reduced |
| EHP Funds Inc. | 3,700 | $553.4K | 0.64% | +3,700 | New |
| Armstrong Advisory Group, Inc | 3,698 | $553.1K | 0.04% | +253+7.3% | Added |
| MFA Wealth Services | 3,666 | $548.4K | 0.41% | +38+1.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,660 | $547.5K | 0.32% | +460+14.4% | Added |
| Elmwood Wealth Management, Inc. | 3,655 | $546.6K | 0.22% | +104+2.9% | Added |
| Soltis Investment Advisors LLC | 3,654 | $546.5K | 0.04% | −10,788−74.7% | Reduced |
| Palumbo Wealth Management LLC | 3,633 | $543.4K | 0.17% | −74−2.0% | Reduced |
| Skopos Labs, Inc. | 3,631 | $543.1K | 0.07% | +1,083+42.5% | Added |
| Ameritas Advisory Services, LLC | 3,630 | $543.0K | 0.03% | −9,546−72.4% | Reduced |
| Valued Retirements, Inc. | 3,611 | $540.1K | 0.61% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,606 | $539.4K | 0.19% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,600 | $538.5K | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 3,595 | $537.7K | 0.04% | +932+35.0% | Added |
| Bigelow Investment Advisors, LLC | 3,594 | $537.6K | 0.24% | +134+3.9% | Added |
| Advisor OS, LLC | 3,593 | $537.4K | 0.05% | +114+3.3% | Added |
| Redwood Financial Network Corp | 3,588 | $536.7K | 0.36% | +65+1.8% | Added |
| AlTi Global, Inc. | 3,542 | $532.8K | 0.01% | +438+14.1% | Added |
| Essex Savings Bank | 3,560 | $532.5K | 0.13% | +436+14.0% | Added |
| Financial Advocates Investment Management | 3,555 | $531.8K | 0.04% | −3,426−49.1% | Reduced |
| Avondale Wealth Management | 3,550 | $531.0K | 0.30% | +1,450+69.0% | Added |
| Venturi Wealth Management, LLC | 3,520 | $526.5K | 0.03% | −722−17.0% | Reduced |
| Ameriflex Group, Inc. | 3,552 | $526.3K | 0.28% | −831−19.0% | Reduced |
| Select Asset Management & Trust | 3,511 | $525.0K | 0.18% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,505 | $524.3K | 0.03% | −7,815−69.0% | Reduced |
| WBH Advisory Inc | 3,495 | $522.8K | 0.04% | +5+0.1% | Added |
| Worth Financial Advisory Group, LLC | 3,490 | $522.1K | 0.32% | +24+0.7% | Added |
| Richard C. Young & CO., LTD. | 3,485 | $521.3K | 0.05% | +15+0.4% | Added |
| Inscription Capital, LLC | 3,476 | $519.9K | 0.07% | −2,870−45.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,400 | $519.4K | 0.24% | −5−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,470 | $519.0K | 0.05% | −8,938−72.0% | Reduced |
| Smart Money Group LLC | 3,458 | $517.3K | 0.16% | +72+2.1% | Added |
| Marshall Financial Group LLC | 3,377 | $516.6K | 0.10% | −31−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,451 | $516.2K | 0.02% | +333+10.7% | Added |
| Parkside Financial Bank & Trust | 3,448 | $515.8K | 0.06% | −1,028−23.0% | Reduced |
| Manchester Capital Management LLC | 3,448 | $515.7K | 0.07% | −112−3.1% | Reduced |
| Wesbanco Bank Inc | 3,447 | $515.6K | 0.02% | +191+5.9% | Added |