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 |
|---|---|---|---|---|---|
| 111 Capital | 2,684 | $413.7K | 0.09% | +2,684 | New |
| Everest Financial Group LLC | 2,691 | $414.9K | 0.09% | +2,691 | New |
| Optimize Financial Inc | 2,692 | $414.9K | 0.21% | +36+1.4% | Added |
| Avalon Trust Co | 2,698 | $415.9K | 0.03% | −608−18.4% | Reduced |
| Southeast Asset Advisors Inc. | 2,704 | $416.8K | 0.04% | −295−9.8% | Reduced |
| Tradewinds, LLC. | 2,707 | $417.3K | 0.10% | −16−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 2,713 | $418.2K | 0.04% | +70+2.6% | Added |
| VeraBank, N.A. | 2,717 | $418.8K | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,717 | $418.8K | 0.04% | +374+16.0% | Added |
| PDS Planning, Inc | 2,728 | $420.5K | 0.03% | −511−15.8% | Reduced |
| Cove Private Wealth, LLC | 2,732 | $421.1K | 0.13% | +600+28.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,733 | $421.3K | 0.04% | +48+1.8% | Added |
| Hazlett, Burt & Watson, Inc. | 2,737 | $423.0K | 0.14% | +630+29.9% | Added |
| Trace Wealth Advisors, LLC | 2,750 | $423.9K | 0.31% | +171+6.6% | Added |
| Wealth Alliance Advisory Group, LLC | 2,766 | $426.4K | 0.07% | +4+0.1% | Added |
| CRA Financial Services, LLC | 2,770 | $427.0K | 0.06% | −86−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 2,773 | $427.0K | 0.05% | +3+0.1% | Added |
| Calton & Associates, Inc. | 2,774 | $427.6K | 0.06% | −10.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,800 | $431.6K | 0.05% | −200−6.7% | Reduced |
| Millennium Capital Advisors, LLC | 2,800 | $431.6K | 0.25% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,808 | $432.8K | 0.06% | +208+8.0% | Added |
| First Heartland Consultants, Inc. | 2,811 | $433.3K | 0.03% | +11+0.4% | Added |
| Richard C. Young & CO., LTD. | 2,812 | $433.4K | 0.04% | +20+0.7% | Added |
| Strategic Investment Advisors | 2,823 | $435.1K | 0.04% | +2,823 | New |
| Quotient Wealth Partners, LLC | 2,832 | $436.5K | 0.01% | −133−4.5% | Reduced |
| Integrity Alliance, LLC. | 2,848 | $439.1K | 0.02% | −676−19.2% | Reduced |
| Romano Brothers and Company | 2,849 | $439.1K | 0.05% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,851 | $439.5K | 0.07% | +25+0.9% | Added |
| B&L Asset Management LLC | 2,852 | $439.6K | 0.20% | +2,852 | New |
| Vertex Planning Partners, LLC | 2,856 | $440.2K | 0.10% | −25−0.9% | Reduced |
| Silverlake Wealth Management LLC | 2,865 | $441.7K | 0.10% | +6+0.2% | Added |
| Facet Wealth, Inc. | 3,012 | $442.1K | 0.01% | +31+1.0% | Added |
| Brogan Financial, Inc. | 2,869 | $442.2K | 0.19% | −35−1.2% | Reduced |
| Townsend Asset Management Corp | 2,870 | $442.4K | 0.16% | −346−10.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,881 | $444.1K | 0.16% | +18+0.6% | Added |
| Pitcairn Wealth Advisors LLC | 2,882 | $444.2K | 0.04% | +2,882 | New |
| Symphony Financial, Ltd. Co. | 2,873 | $445.6K | 0.06% | −2,291−44.4% | Reduced |
| Roundview Capital LLC | 2,899 | $446.9K | 0.03% | −931−24.3% | Reduced |
| Eagle Global Advisors LLC | 2,900 | $447.0K | 0.02% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 2,900 | $447.0K | 0.20% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,905 | $447.7K | 0.05% | −81−2.7% | Reduced |
| Voya Financial Advisors, Inc. | 2,897 | $449.4K | 0.04% | −405−12.3% | Reduced |
| Crawford Investment Counsel Inc | 2,925 | $450.9K | 0.01% | +200+7.3% | Added |
| Roof Eidam & Maycock | 2,927 | $451.2K | 0.10% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,928 | $451.3K | 0.05% | −110−3.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,940 | $453.2K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 2,940 | $453.2K | 0.06% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,792 | $453.3K | 0.15% | −213−7.1% | Reduced |
| Terra Nova Asset Management LLC | 2,943 | $453.7K | 0.30% | +23+0.8% | Added |
| Perbak Capital Partners LLP | 2,945 | $453.9K | 0.14% | −4,988−62.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,951 | $454.8K | 0.03% | +12+0.4% | Added |
| JRM Investment Counsel, LLC | 2,954 | $455.3K | 0.13% | −430−12.7% | Reduced |
| Spinnaker Investment Group, LLC | 2,955 | $455.5K | 0.08% | +693+30.6% | Added |
| Zuckerman Investment Group, LLC | 2,956 | $455.6K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,959 | $456.1K | 0.03% | +627+26.9% | Added |
| Financial Engines Advisors L.L.C. | 2,964 | $456.9K | 0.00% | −1,328−30.9% | Reduced |
| Purkiss Capital Advisors LLC | 2,966 | $457.2K | 0.21% | −544−15.5% | Reduced |
| RWM Asset Management, LLC | 3,056 | $458.6K | 0.05% | 00.0% | Unchanged |
| Iron Financial, LLC | 2,979 | $459.2K | 0.21% | +2+0.1% | Added |
| PCM Encore, LLC | 2,999 | $462.2K | 0.10% | +2,999 | New |
| Alta Advisers Ltd | 3,006 | $463.3K | 0.17% | −600−16.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,019 | $465.3K | 0.02% | +26+0.9% | Added |
| SBI Securities Co., Ltd. | 3,027 | $466.6K | 0.01% | −538−15.1% | Reduced |
| Ingalls & Snyder LLC | 3,031 | $467.0K | 0.02% | +7+0.2% | Added |
| Vaughan & Co Securities, Inc. | 3,031 | $467.2K | 0.24% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 3,035 | $467.8K | 0.27% | +3,035 | New |
| Hofer & Associates. Inc | 3,040 | $468.6K | 0.25% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 3,045 | $469.3K | 0.00% | −230−7.0% | Reduced |
| Meridian Wealth Management, LLC | 3,050 | $470.2K | 0.02% | +265+9.5% | Added |
| Fundamentun, LLC | 3,056 | $471.2K | 0.02% | −423−12.2% | Reduced |
| Seven Mile Advisory | 3,067 | $472.7K | 0.08% | −281−8.4% | Reduced |
| CoreCap Advisors, LLC | 3,070 | $473.2K | 0.02% | −71−2.3% | Reduced |
| Equitable Trust Co | 3,074 | $473.8K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,075 | $474.0K | 0.22% | −7−0.2% | Reduced |
| Castle Rock Wealth Management, LLC | 3,625 | $474.9K | 0.10% | +61+1.7% | Added |
| Pictet & Cie (Europe) SA | 3,088 | $476.0K | 0.01% | +988+47.0% | Added |
| Signet Investment Advisory Group, Inc. | 3,100 | $477.8K | 0.22% | −1,974−38.9% | Reduced |
| J. Goldman & Co LP | 3,100 | $477.8K | 0.02% | +3,100 | New |
| IVC Wealth Advisors LLC | 3,105 | $478.6K | 0.21% | +114+3.8% | Added |
| Cape Investment Advisory, Inc. | 3,119 | $480.8K | 0.15% | +2,778+814.7% | Added |
| Hilton Head Capital Partners, LLC | 3,130 | $482.5K | 0.28% | +3,130 | New |
| CDKV Holdings LLC | 3,141 | $484.1K | 0.41% | +3,141 | New |
| Atwood & Palmer Inc | 3,145 | $484.8K | 0.03% | +27+0.9% | Added |
| Silvia McColl Wealth Management, LLC | 3,149 | $485.4K | 0.32% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,150 | $485.5K | 0.00% | +350+12.5% | Added |
| BLB&B Advisors, LLC | 3,152 | $485.8K | 0.02% | −83−2.6% | Reduced |
| Presidio Capital Management, LLC | 3,158 | $486.8K | 0.15% | +209+7.1% | Added |
| TMB Capital Partners, LLC | 3,158 | $486.8K | 0.17% | +3,158 | New |
| Kesler, Norman & Wride, LLC | 3,163 | $487.5K | 0.08% | +1,433+82.8% | Added |
| LWM Advisory Services, LLC | 3,166 | $488.0K | 0.29% | −142−4.3% | Reduced |
| 1248 Management, LLC | 3,166 | $488.0K | 0.26% | 00.0% | Unchanged |
| GSG Advisors LLC | 3,168 | $488.3K | 0.13% | +18+0.6% | Added |
| Manske Wealth Management | 3,171 | $488.8K | 0.14% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,193 | $492.2K | 0.02% | +178+5.9% | Added |
| Dover Advisors, LLC | 3,195 | $492.5K | 0.19% | +7+0.2% | Added |
| Avantax Planning Partners, Inc. | 3,199 | $493.0K | 0.01% | −3−0.1% | Reduced |
| BCU Wealth Advisors, LLC | 3,200 | $493.2K | 0.19% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 3,215 | $495.6K | 0.13% | −63−1.9% | Reduced |
| Catalyst Financial Partners LLC | 3,226 | $497.3K | 0.06% | +769+31.3% | Added |
| Medallion Wealth Advisors, LLC | 3,239 | $499.2K | 0.17% | −29−0.9% | Reduced |