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, Q4 2025
Institutional positions in Blackstone Inc. as of Dec 31, 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
- 2,287
- +128 vs. Q3 2025
- Shares held
- 512.9M
- +3.41M (+0.7%) vs. Q3 2025
- Total value
- $79.0B
- −$7.96B (−9.2%) vs. Q3 2025
- New holders
- 291
- 931 more added
- Sold out
- 163
- 759 more reduced
46 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 3,984 | $614.1K | 0.23% | −323−7.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,988 | $614.7K | 0.17% | −153−3.7% | Reduced |
| Triad Wealth Partners, LLC | 3,991 | $615.1K | 0.06% | +780+24.3% | Added |
| TCI Wealth Advisors, Inc. | 3,992 | $615.3K | 0.03% | +9+0.2% | Added |
| SlateStone Wealth, LLC | 3,997 | $616.0K | 0.05% | +75+1.9% | Added |
| CM Wealth Advisors LLC | 3,997 | $616.1K | 0.14% | +3,997 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,002 | $616.8K | 0.02% | +257+6.9% | Added |
| Saiph Capital, LLC | 4,002 | $616.9K | 0.22% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4,005 | $617.3K | 0.09% | +2,028+102.6% | Added |
| MFA Wealth Services | 4,009 | $618.0K | 0.42% | +239+6.3% | Added |
| Valmark Advisers, Inc. | 4,014 | $618.7K | 0.01% | +165+4.3% | Added |
| CX Institutional | 4,022 | $620.0K | 0.02% | +233+6.1% | Added |
| Legacy Wealth Management, LLC | 4,033 | $621.6K | 0.17% | +112+2.9% | Added |
| Moss Adams Wealth Advisors LLC | 4,034 | $621.9K | 0.05% | +152+3.9% | Added |
| Shum Financial Group, Inc. | 4,046 | $623.6K | 0.45% | +327+8.8% | Added |
| Blueshift Asset Management, LLC | 4,054 | $624.9K | 0.18% | +4,054 | New |
| TD Private Client Wealth LLC | 4,071 | $627.5K | 0.01% | −247−5.7% | Reduced |
| Elmwood Wealth Management, Inc. | 4,080 | $628.8K | 0.20% | +155+3.9% | Added |
| Forbes J M & Co LLP | 4,084 | $629.5K | 0.05% | −25−0.6% | Reduced |
| SageView Advisory Group, LLC | 4,117 | $634.5K | 0.02% | −3,790−47.9% | Reduced |
| MOR Wealth Management, LLC | 4,117 | $634.6K | 0.29% | +4,117 | New |
| Bartlett & Co. Wealth Management LLC | 4,128 | $636.3K | 0.01% | −1,484−26.4% | Reduced |
| Wimmer Associates 1, LLC | 4,143 | $638.6K | 0.30% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,155 | $640.5K | 0.06% | +136+3.4% | Added |
| AlTi Global, Inc. | 4,158 | $640.9K | 0.01% | +573+16.0% | Added |
| Laurel Oak Wealth Management, LLC | 4,174 | $643.3K | 0.11% | +4,174 | New |
| Partners Capital Investment Group, LLP | 4,189 | $645.7K | 0.02% | +8+0.2% | Added |
| BNB Wealth Management, LLC | 4,190 | $645.9K | 0.42% | +4,190 | New |
| Onyx Bridge Wealth Group LLC | 4,205 | $648.1K | 0.07% | +211+5.3% | Added |
| Marex Group plc | 4,217 | $650.0K | 0.01% | +2,157+104.7% | Added |
| Foster Victor Wealth Advisors, LLC | 3,991 | $652.6K | 0.04% | +367+10.1% | Added |
| Zions Bancorporation, National Association | 4,244 | $654.2K | 0.03% | +1,753+70.4% | Added |
| Franklin Street Advisors Inc | 4,247 | $654.6K | 0.04% | −2,458−36.7% | Reduced |
| Heritage Wealth Advisors | 4,248 | $654.8K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4,254 | $655.7K | 0.01% | +2,659+166.7% | Added |
| KMG Fiduciary Partners, LLC | 4,260 | $656.7K | 0.05% | −46−1.1% | Reduced |
| Panagora Asset Management Inc | 4,273 | $658.6K | 0.00% | −60−1.4% | Reduced |
| Trueblood Wealth Management, LLC | 4,274 | $658.8K | 0.26% | −81−1.9% | Reduced |
| Soltis Investment Advisors LLC | 4,290 | $661.3K | 0.04% | +301+7.5% | Added |
| Mayfair Advisory Group, LLC | 4,166 | $661.6K | 0.26% | +50+1.2% | Added |
| LVW Advisors, LLC | 4,296 | $662.2K | 0.07% | +117+2.8% | Added |
| Global Assets Advisory, LLC | 4,299 | $662.6K | 0.19% | −1,637−27.6% | Reduced |
| HBK Sorce Advisory LLC | 5,114 | $663.2K | 0.02% | −202−3.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,321 | $666.1K | 0.11% | −56−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 4,323 | $666.3K | 0.04% | +124+3.0% | Added |
| Pallas Capital Advisors LLC | 4,337 | $668.4K | 0.02% | −2,339−35.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,343 | $669.4K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,352 | $670.8K | 0.03% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 4,355 | $671.3K | 0.20% | −20−0.5% | Reduced |
| HHM Wealth Advisors, LLC | 4,356 | $671.4K | 0.08% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 4,360 | $672.0K | 0.09% | +4,360 | New |
| IFG Advisory, LLC | 4,360 | $672.1K | 0.03% | +2,191+101.0% | Added |
| NBC Securities, Inc. | 4,372 | $673.9K | 0.05% | +105+2.5% | Added |
| Perennial Investment Advisors, LLC | 4,386 | $676.0K | 0.05% | +74+1.7% | Added |
| Gradient Capital Advisors, LLC | 4,390 | $676.7K | 0.17% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 4,395 | $677.4K | 0.54% | +4,395 | New |
| Centiva Capital, LP | 4,395 | $677.4K | 0.04% | +4,395 | New |
| Ferguson Wellman Capital Management, Inc | 4,397 | $677.8K | 0.01% | −29−0.7% | Reduced |
| Regatta Capital Group, LLC | 4,406 | $679.2K | 0.10% | −50−1.1% | Reduced |
| Courier Capital LLC | 4,422 | $681.6K | 0.04% | −164−3.6% | Reduced |
| Gryphon Financial Partners LLC | 4,427 | $682.3K | 0.07% | +1,633+58.4% | Added |
| First American Trust, FSB | 4,443 | $684.7K | 0.05% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 4,820 | $686.4K | 0.08% | +337+7.5% | Added |
| Gridiron Partners, LLC | 4,454 | $686.5K | 0.39% | −180,291−97.6% | Reduced |
| Sweeney & Michel, LLC | 5,176 | $690.8K | 0.20% | −435−7.8% | Reduced |
| Guyasuta Investment Advisors Inc | 4,500 | $693.6K | 0.04% | +4,500 | New |
| Western Financial Corp | 4,502 | $693.9K | 0.28% | −127−2.7% | Reduced |
| Perfromance Wealth Partners, LLC | 4,535 | $699.0K | 0.02% | +1,673+58.5% | Added |
| Harvest Fund Management Co., Ltd | 4,537 | $699.0K | 0.03% | −3,828−45.8% | Reduced |
| Garden State Investment Advisory Services LLC | 4,523 | $699.0K | 0.17% | −459−9.2% | Reduced |
| Annex Advisory Services, LLC | 4,537 | $699.4K | 0.01% | +144+3.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,543 | $700.3K | 0.04% | +2,084+84.7% | Added |
| YANKCOM Partnership | 4,551 | $701.5K | 0.30% | +169+3.9% | Added |
| Next Capital Management LLC | 4,560 | $702.8K | 0.23% | +21+0.5% | Added |
| Wealth Alliance | 4,562 | $703.1K | 0.07% | −33−0.7% | Reduced |
| Strategic Blueprint, LLC | 4,576 | $705.3K | 0.04% | −2,982−39.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,582 | $706.3K | 0.17% | −4,115−47.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,590 | $707.5K | 0.08% | −1,470−24.3% | Reduced |
| Inscription Capital, LLC | 4,591 | $707.6K | 0.07% | +1,065+30.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,600 | $709.0K | 0.34% | −1,575−25.5% | Reduced |
| Headinvest, LLC | 4,604 | $709.7K | 0.14% | +4,604 | New |
| Verus Capital Partners, LLC | 4,609 | $710.5K | 0.05% | −4−0.1% | Reduced |
| Paragon Private Wealth Management, LLC | 4,610 | $710.6K | 0.22% | +170+3.8% | Added |
| 10Elms LLP | 4,614 | $711.2K | 0.65% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 4,851 | $711.4K | 0.07% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 4,629 | $713.5K | 0.10% | +4,629 | New |
| Birinyi Associates Inc | 4,659 | $718.0K | 0.18% | −85−1.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,662 | $718.6K | 0.03% | −500−9.7% | Reduced |
| Advisory Research Inc | 4,667 | $719.4K | 0.09% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 4,698 | $724.1K | 0.07% | −56−1.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,700 | $724.5K | 0.64% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 4,701 | $724.6K | 0.07% | +1,608+52.0% | Added |
| Dark Forest Capital Management LP | 4,732 | $729.4K | 0.03% | +4,732 | New |
| ISAM Funds (UK) Ltd | 4,745 | $731.4K | 0.26% | +4,745 | New |
| McKinley Carter Wealth Services, Inc. | 4,781 | $736.9K | 0.04% | −173−3.5% | Reduced |
| Dale Q Rice Investment Management Ltd | 4,787 | $737.9K | 0.53% | 00.0% | Unchanged |
| Odyssean, LLC | 4,789 | $738.2K | 0.53% | +4,789 | New |
| Bienville Capital Management, LLC | 4,813 | $741.9K | 0.12% | −971−16.8% | Reduced |
| Octavia Wealth Advisors, LLC | 4,837 | $742.3K | 0.07% | +23+0.5% | Added |
| Lakeshore Capital Group, Inc. | 4,820 | $743.0K | 0.59% | +102+2.2% | Added |