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 |
|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 490 | $75.5K | 0.01% | +490 | New |
| Godfrey Financial Associates, Inc. | 490 | $75.5K | 0.07% | +490 | New |
| Navalign, LLC | 495 | $76.3K | 0.02% | +495 | New |
| CGC Financial Services, LLC | 495 | $76.3K | 0.02% | +333+205.6% | Added |
| Fourth Dimension Wealth, LLC | 500 | $77.1K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 500 | $77.1K | 0.02% | +500 | New |
| Greenline Wealth Management LLC | 513 | $79.1K | 0.08% | +513 | New |
| Nemes Rush Group LLC | 533 | $82.2K | 0.01% | +197+58.6% | Added |
| Blue Bell Private Wealth Management, LLC | 551 | $84.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 560 | $86.3K | 0.02% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 560 | $86.3K | 0.05% | +30+5.7% | Added |
| Trust Co | 563 | $86.8K | 0.01% | +353+168.1% | Added |
| Silicon Valley Capital Partners | 589 | $90.7K | 0.01% | −408−40.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 589 | $90.8K | 0.07% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 600 | $92.0K | 0.03% | −2−0.3% | Reduced |
| Bruce G. Allen Investments, LLC | 598 | $92.2K | 0.06% | −38−6.0% | Reduced |
| Osbon Capital Management LLC | 599 | $92.3K | 0.09% | +599 | New |
| GF Fund Management Co. Ltd. | 599 | $92.3K | 0.00% | +599 | New |
| Crews Bank & Trust | 599 | $92.3K | 0.01% | −253−29.7% | Reduced |
| Washington Trust Advisors, Inc. | 607 | $93.6K | 0.01% | +67+12.4% | Added |
| Basecamp Wealth Advisors LLC | 608 | $93.7K | 0.02% | +608 | New |
| Atlantic Trust, LLC | 614 | $94.6K | 0.01% | −30−4.7% | Reduced |
| SJS Investment Consulting Inc. | 618 | $95.3K | 0.01% | +40+6.9% | Added |
| ORG Partners LLC | 623 | $96.1K | 0.02% | −162−20.6% | Reduced |
| Harbor Asset Planning, Inc. | 628 | $96.8K | 0.08% | 00.0% | Unchanged |
| Bank of New Hampshire | 635 | $97.9K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 635 | $97.9K | 0.02% | +42+7.1% | Added |
| First Command Advisory Services, Inc. | 640 | $98.7K | 0.00% | −80−11.1% | Reduced |
| Center for Financial Planning, Inc. | 640 | $98.7K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 641 | $98.8K | 0.07% | 00.0% | Unchanged |
| Activest Wealth Management | 643 | $99.1K | 0.02% | −3,407−84.1% | Reduced |
| 1015 Capital Partners, LLC | 644 | $99.3K | 0.10% | +644 | New |
| Pingora Partners LLC | 650 | $100.2K | 0.06% | −30−4.4% | Reduced |
| MV Capital Management, Inc. | 666 | $102.7K | 0.01% | +10+1.5% | Added |
| Core Alternative Capital | 673 | $103.7K | 0.03% | −220−24.6% | Reduced |
| Root Financial Partners, LLC | 676 | $104.2K | 0.01% | −199−22.7% | Reduced |
| Bravera Wealth | 678 | $104.5K | 0.05% | +678 | New |
| Wolverine Asset Management LLC | 700 | $107.9K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 701 | $108.1K | 0.01% | +701 | New |
| McIlrath & Eck, LLC | 702 | $108.2K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 711 | $109.5K | 0.04% | +6+0.9% | Added |
| City Holding Co | 712 | $109.7K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 750 | $115.6K | 0.01% | −196−20.7% | Reduced |
| DAGCO, Inc. | 750 | $115.6K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 750 | $115.6K | 0.07% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 750 | $115.6K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 755 | $116.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 768 | $118.4K | 0.01% | −14−1.8% | Reduced |
| Laurel Wealth Advisors LLC | 775 | $119.4K | 0.02% | +775 | New |
| Orion Capital Management LLC | 800 | $123.3K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 810 | $124.9K | 0.00% | +5+0.6% | Added |
| Millstone Evans Group, LLC | 817 | $125.9K | 0.07% | +325+66.1% | Added |
| Centennial Bank | 833 | $128.4K | 0.05% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 850 | $131.0K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 856 | $131.9K | 0.01% | −95−10.0% | Reduced |
| Private Wealth Asset Management, LLC | 866 | $133.5K | 0.01% | −126−12.7% | Reduced |
| Davis Capital Management | 887 | $136.7K | 0.09% | +3+0.3% | Added |
| Wellington-Altus USA Inc. | 890 | $137.2K | 0.10% | +890 | New |
| MTM Investment Management, LLC | 909 | $140.1K | 0.04% | −458−33.5% | Reduced |
| Bayban | 922 | $142.1K | 0.13% | +922 | New |
| SHP Wealth Management | 925 | $142.5K | 0.01% | +925 | New |
| Merited Wealth, LLC | 934 | $144.0K | 0.13% | +934 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $144.9K | 0.04% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 971 | $149.7K | 0.05% | −23−2.3% | Reduced |
| IMA Wealth, Inc. | 979 | $150.9K | 0.01% | +183+23.0% | Added |
| Lipe & Dalton | 1,000 | $154.0K | 0.08% | +1,000 | New |
| Hoertkorn Richard Charles | 1,000 | $154.1K | 0.06% | −175−14.9% | Reduced |
| Islay Capital Management, LLC | 1,000 | $154.1K | 0.09% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,000 | $154.1K | 0.10% | +1,000 | New |
| DV Equities, LLC | 1,030 | $158.8K | 0.03% | +1,030 | New |
| Delta Asset Management LLC | 1,065 | $164.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,075 | $165.7K | 0.04% | −125−10.4% | Reduced |
| Vestor Capital, LLC | 246,086 | $168.0K | 0.01% | +244,995+22,456.0% | Added |
| Clear Street Markets LLC | 1,097 | $169.1K | 0.03% | −973−47.0% | Reduced |
| Lavaca Capital LLC | 1,117 | $172.1K | 0.03% | +1,117 | New |
| UMA Financial Services, Inc. | 1,128 | $173.8K | 0.02% | +30+2.7% | Added |
| Covestor Ltd | 1,143 | $176.0K | 0.09% | +32+2.9% | Added |
| Fortitude Family Office, LLC | 1,163 | $179.3K | 0.04% | +220+23.3% | Added |
| Canopy Partners, LLC | 1,182 | $182.2K | 0.06% | −65−5.2% | Reduced |
| Banque Transatlantique SA | 1,180 | $182.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,216 | $187.4K | 0.05% | +616+102.7% | Added |
| Stelac Advisory Services LLC | 1,223 | $188.5K | 0.07% | −93−7.1% | Reduced |
| Entelevest, LLC | 1,229 | $189.4K | 0.20% | +1,229 | New |
| Western Pacific Wealth Management, LP | 1,233 | $190.1K | 0.18% | 00.0% | Unchanged |
| City State Bank | 1,247 | $192.2K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,261 | $194.4K | 0.67% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,294 | $199.4K | 0.01% | +428+49.4% | Added |
| River Wealth Advisors LLC | 1,298 | $200.1K | 0.02% | +1,298 | New |
| Smallwood Wealth Investment Management, LLC | 1,298 | $200.1K | 0.10% | +4+0.3% | Added |
| Serenus Wealth Advisors, LLC | 1,300 | $200.4K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,301 | $200.6K | 0.03% | +1,301 | New |
| CFM Wealth Partners LLC | 1,302 | $200.7K | 0.03% | 00.0% | Unchanged |
| Berkshire Bank | 1,302 | $200.7K | 0.04% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,303 | $200.9K | 0.02% | −6−0.5% | Reduced |
| Excelsior Advisor Network LLC | 1,306 | $201.3K | 0.10% | +1,306 | New |
| American Trust | 1,307 | $201.5K | 0.02% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,309 | $201.7K | 0.03% | +1+0.1% | Added |
| Finivi Inc. | 1,310 | $201.9K | 0.12% | +34+2.7% | Added |
| Bellwether Advisors, LLC | 1,310 | $201.9K | 0.03% | −6,213−82.6% | Reduced |
| Schwab Charitable Fund | 1,313 | $202.4K | 0.00% | 00.0% | Unchanged |