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 |
|---|---|---|---|---|---|
| Osprey Private Wealth LLC | 15,400 | $2.39M | 1.30% | +475+3.2% | Added |
| Resources Investment Advisors, LLC. | 15,958 | $2.39M | 0.03% | −1,140−6.7% | Reduced |
| Marion Wealth Management | 15,903 | $2.38M | 0.60% | +454+2.9% | Added |
| Spirit of America Management Corp | 15,800 | $2.36M | 0.49% | +1,500+10.5% | Added |
| Stiles Financial Services Inc | 15,804 | $2.36M | 0.82% | +1,615+11.4% | Added |
| Grandview Asset Management LLC | 15,701 | $2.35M | 0.75% | +551+3.6% | Added |
| Citizens & Northern Corp | 15,607 | $2.33M | 0.62% | +2,502+19.1% | Added |
| Sunbelt Securities, Inc. | 13,485 | $2.33M | 0.21% | −1,050−7.2% | Reduced |
| Rossmore Private Capital | 15,488 | $2.32M | 0.27% | −91−0.6% | Reduced |
| Altus Wealth Group LLC | 15,442 | $2.31M | 1.02% | −615−3.8% | Reduced |
| Hills Bank & Trust Co | 15,403 | $2.30M | 0.15% | +672+4.6% | Added |
| Engineers Gate Manager LP | 15,263 | $2.28M | 0.03% | −6,060−28.4% | Reduced |
| Taylor Financial Group, Inc. | 15,240 | $2.28M | 1.42% | +120+0.8% | Added |
| Sit Investment Associates Inc | 15,100 | $2.26M | 0.05% | 00.0% | Unchanged |
| Prudential PLC | 15,064 | $2.25M | 0.01% | +2,460+19.5% | Added |
| Avidian Wealth Solutions, LLC | 15,051 | $2.25M | 0.09% | −69−0.5% | Reduced |
| Klingman & Associates, LLC | 15,049 | $2.25M | 0.12% | −130−0.9% | Reduced |
| Western Wealth Management, LLC | 14,943 | $2.24M | 0.13% | +306+2.1% | Added |
| Harvest Investment Advisors, LLC | 14,920 | $2.23M | 1.44% | +105+0.7% | Added |
| Penbrook Management LLC | 14,900 | $2.23M | 1.68% | −600−3.9% | Reduced |
| Welch & Forbes LLC | 14,831 | $2.22M | 0.03% | −48−0.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 14,813 | $2.22M | 1.89% | +1,598+12.1% | Added |
| Norway Savings Bank | 14,798 | $2.21M | 1.14% | +856+6.1% | Added |
| Ritholtz Wealth Management | 14,791 | $2.21M | 0.05% | +2,810+23.5% | Added |
| Stenger Family Office, LLC | 12,580 | $2.21M | 0.58% | +12,580 | New |
| Covenant Asset Management, LLC | 14,718 | $2.20M | 0.45% | +323+2.2% | Added |
| Insight Advisors, LLC | 14,628 | $2.19M | 0.35% | −134−0.9% | Reduced |
| Diligent Investors, LLC | 14,593 | $2.18M | 0.52% | −7,870−35.0% | Reduced |
| Choate Investment Advisors | 14,579 | $2.18M | 0.05% | −510−3.4% | Reduced |
| Clarius Group, LLC | 14,497 | $2.17M | 0.13% | +131+0.9% | Added |
| Ayrshire Capital Management LLC | 14,444 | $2.16M | 1.04% | +2,028+16.3% | Added |
| Accretive Wealth Partners, LLC | 14,428 | $2.16M | 0.71% | +176+1.2% | Added |
| Waters Parkerson & Co., LLC | 14,428 | $2.16M | 0.11% | −424−2.9% | Reduced |
| Uniting Wealth Partners, LLC | 14,356 | $2.15M | 0.83% | +200+1.4% | Added |
| David Loasby | 12,581 | $2.14M | 0.18% | +506+4.2% | Added |
| Hilltop National Bank | 14,294 | $2.14M | 0.56% | +14,294 | New |
| Douglass Winthrop Advisors, LLC | 14,237 | $2.13M | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 14,236 | $2.13M | 0.01% | +700+5.2% | Added |
| Fidelis Capital Partners, LLC | 12,536 | $2.12M | 0.19% | +3,877+44.8% | Added |
| Opinicus Capital, Inc. | 14,045 | $2.10M | 1.60% | +338+2.5% | Added |
| Wolverine Trading, LLC | 13,891 | $2.10M | 0.05% | +6,368+84.6% | Added |
| Pekin Hardy Strauss, Inc. | 14,024 | $2.10M | 0.24% | −400−2.8% | Reduced |
| Fortem Financial Group, LLC | 14,023 | $2.10M | 0.68% | +2,175+18.4% | Added |
| Pinnacle West Asset Management, Inc. | 14,010 | $2.10M | 1.45% | −45−0.3% | Reduced |
| Machina Capital S.A.S. | 13,991 | $2.09M | 0.44% | +12,163+665.4% | Added |
| Capital Investment Advisors, LLC | 13,899 | $2.08M | 0.04% | +127+0.9% | Added |
| Harbor Advisors LLC | 13,700 | $2.05M | 0.34% | 00.0% | Unchanged |
| Accel Wealth Management | 13,661 | $2.04M | 0.68% | −212−1.5% | Reduced |
| Whalerock Point Partners, LLC | 13,591 | $2.03M | 0.44% | +4,738+53.5% | Added |
| Thoroughbred Financial Services, LLC | 13,577 | $2.03M | 0.14% | −494−3.5% | Reduced |
| United Bank | 13,528 | $2.02M | 0.77% | +1,729+14.7% | Added |
| RiverPark Advisors, LLC | 13,520 | $2.02M | 1.24% | +294+2.2% | Added |
| Wealthcare Capital Partners, LLC | 13,517 | $2.02M | 1.02% | +685+5.3% | Added |
| Dearborn Partners LLC | 13,502 | $2.02M | 0.10% | −672−4.7% | Reduced |
| Quadrant Capital Group LLC | 13,459 | $2.01M | 0.07% | +4,602+52.0% | Added |
| WSFS Capital Management, LLC | 13,336 | $1.99M | 0.11% | +770+6.1% | Added |
| Patrick M Sweeney & Associates, Inc | 12,856 | $1.99M | 1.37% | −754−5.5% | Reduced |
| L & S Advisors Inc | 13,325 | $1.99M | 0.20% | +8,099+155.0% | Added |
| SWP Investment Management LLC | 13,293 | $1.99M | 2.35% | +7,876+145.4% | Added |
| Valeo Financial Advisors, LLC | 13,286 | $1.99M | 0.05% | +512+4.0% | Added |
| Intrepid Financial Planning Group LLC | 13,270 | $1.98M | 0.83% | −334−2.5% | Reduced |
| Hilltop Holdings Inc. | 13,250 | $1.98M | 0.13% | +120+0.9% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.97M | 2.30% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 13,194 | $1.97M | 0.18% | +274+2.1% | Added |
| Greenleaf Trust | 13,191 | $1.97M | 0.02% | −148−1.1% | Reduced |
| Segment Wealth Management, LLC | 13,172 | $1.97M | 0.13% | −82,747−86.3% | Reduced |
| Spinnaker Trust | 13,123 | $1.96M | 0.12% | +1,551+13.4% | Added |
| Lodestone Wealth Management LLC | 13,121 | $1.96M | 0.96% | +271+2.1% | Added |
| Smith, Moore & Co. | 13,113 | $1.96M | 0.16% | +335+2.6% | Added |
| Coldstream Capital Management Inc | 13,084 | $1.96M | 0.03% | +2,560+24.3% | Added |
| KPP Advisory Services LLC | 13,068 | $1.95M | 0.32% | +596+4.8% | Added |
| Dimension Capital Management LLC | 13,064 | $1.95M | 0.31% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13,010 | $1.95M | 0.08% | +2,851+28.1% | Added |
| L.M. Kohn & Company | 12,929 | $1.93M | 0.52% | +9+0.1% | Added |
| Ocean Capital Management, LLC | 12,897 | $1.93M | 0.42% | +9+0.1% | Added |
| Arete Wealth Advisors, LLC | 12,841 | $1.92M | 0.14% | +2,960+30.0% | Added |
| Davidson Kahn Capital Management, LLC | 12,758 | $1.91M | 1.23% | +1,715+15.5% | Added |
| Missouri Trust & Investment Co | 12,777 | $1.91M | 0.62% | +217+1.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 12,727 | $1.90M | 0.84% | −215−1.7% | Reduced |
| First United Bank Trust | 12,715 | $1.90M | 0.66% | +550+4.5% | Added |
| Ascent Group, LLC | 12,708 | $1.90M | 0.07% | +298+2.4% | Added |
| Hollencrest Capital Management | 12,691 | $1.90M | 0.08% | −200−1.6% | Reduced |
| Angeles Wealth Management, LLC | 12,679 | $1.90M | 0.13% | +860+7.3% | Added |
| Modern Wealth Management, LLC | 12,635 | $1.89M | 0.05% | −400−3.1% | Reduced |
| ISAM Funds (UK) Ltd | 12,612 | $1.89M | 0.41% | +4,834+62.1% | Added |
| Bulltick Wealth Management, LLC | 12,569 | $1.88M | 0.46% | +482+4.0% | Added |
| Baldwin Investment Management, LLC | 12,511 | $1.87M | 0.23% | −270−2.1% | Reduced |
| PKS Advisory Services, LLC | 12,481 | $1.87M | 0.46% | +23+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 12,426 | $1.86M | 0.20% | 00.0% | Unchanged |
| Brave Asset Management Inc | 12,419 | $1.86M | 0.51% | 00.0% | Unchanged |
| Smith, Salley & Associates | 12,389 | $1.85M | 0.11% | +3,306+36.4% | Added |
| Gateway Investment Advisers LLC | 12,370 | $1.85M | 0.02% | +1,370+12.5% | Added |
| Savvy Advisors, Inc. | 12,293 | $1.84M | 0.12% | +3,924+46.9% | Added |
| Hurley Capital, LLC | 12,216 | $1.83M | 1.28% | +476+4.1% | Added |
| Xcel Wealth Management, LLC | 12,112 | $1.81M | 0.52% | −181−1.5% | Reduced |
| Key Financial Inc | 12,109 | $1.81M | 0.36% | +12,109 | New |
| Zhang Financial LLC | 12,102 | $1.81M | 0.08% | +12+0.1% | Added |
| Canada Post Corp Registered Pension Plan | 12,090 | $1.81M | 0.11% | +12,090 | New |
| Verity & Verity, LLC | 12,085 | $1.81M | 0.16% | +374+3.2% | Added |
| Hall Capital Management Co Inc | 12,053 | $1.80M | 0.76% | +496+4.3% | Added |