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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 3,256 | $501.9K | 0.04% | −97−2.9% | Reduced |
| LeClair Wealth Partners LLC | 3,258 | $502.2K | 0.29% | 00.0% | Unchanged |
| South Shore Capital Advisors | 3,267 | $503.6K | 0.37% | +3,267 | New |
| Pension & Wealth Management Advisors, Inc. | 3,267 | $503.7K | 0.15% | +533+19.5% | Added |
| Camden Capital, LLC | 3,268 | $503.8K | 0.03% | −23−0.7% | Reduced |
| Veracity Capital LLC | 3,272 | $504.4K | 0.15% | −7−0.2% | Reduced |
| Burns J W & Co Inc | 3,275 | $504.8K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,294 | $507.8K | 0.09% | −2,590−44.0% | Reduced |
| Ameriflex Group, Inc. | 3,300 | $508.7K | 0.26% | −2,655−44.6% | Reduced |
| Clark Capital Management Group, Inc. | 3,301 | $508.8K | 0.00% | +1,797+119.5% | Added |
| Schrum Private Wealth Management LLC | 3,302 | $508.9K | 0.38% | −17−0.5% | Reduced |
| Sigma Investment Counselors Inc | 3,302 | $509.0K | 0.03% | +79+2.5% | Added |
| Absolute Capital Management, LLC | 3,307 | $509.7K | 0.19% | −4,100−55.4% | Reduced |
| Claro Advisors LLC | 3,310 | $510.3K | 0.07% | +20+0.6% | Added |
| Aaron Wealth Advisors | 3,316 | $511.1K | 0.03% | −44−1.3% | Reduced |
| Venturi Wealth Management, LLC | 3,319 | $511.6K | 0.02% | −339−9.3% | Reduced |
| United Advisor Group, LLC | 3,320 | $511.7K | 0.07% | −505−13.2% | Reduced |
| Disciplined Investors, L.L.C. | 3,332 | $513.6K | 0.34% | −945−22.1% | Reduced |
| Ronald Blue Trust, Inc. | 3,339 | $514.6K | 0.01% | +79+2.4% | Added |
| Boston Family Office LLC | 3,339 | $515.0K | 0.03% | +607+22.2% | Added |
| CV Advisors LLC | 3,351 | $516.5K | 0.13% | −2,398−41.7% | Reduced |
| Simon Quick Advisors, LLC | 3,354 | $517.0K | 0.02% | +728+27.7% | Added |
| Clearwater Capital Advisors, LLC | 3,366 | $518.8K | 0.04% | −28−0.8% | Reduced |
| Marshall Financial Group LLC | 3,371 | $519.6K | 0.10% | −5−0.1% | Reduced |
| PMG Family Office LLC | 3,380 | $521.0K | 0.60% | −300−8.2% | Reduced |
| Warner Group LLC | 3,387 | $522.1K | 0.32% | +676+24.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,400 | $524.1K | 0.18% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 3,400 | $524.1K | 0.15% | +3,400 | New |
| Jump Financial, LLC | 3,424 | $527.8K | 0.01% | −1,958−36.4% | Reduced |
| Lantz Financial LLC | 3,433 | $529.2K | 0.11% | −132−3.7% | Reduced |
| NorthStar Asset Management LLC | 3,437 | $529.8K | 0.24% | +6+0.2% | Added |
| One Capital Management, LLC | 3,440 | $530.2K | 0.02% | +1,956+131.8% | Added |
| Zacks Investment Management | 3,445 | $531.1K | 0.00% | −8−0.2% | Reduced |
| Tannin Capital LLC | 3,448 | $531.5K | 0.48% | +3,448 | New |
| Advisory Alpha, LLC | 3,458 | $533.2K | 0.01% | −116−3.2% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,464 | $533.9K | 0.12% | +3,464 | New |
| Frec Markets, Inc. | 3,466 | $534.4K | 0.16% | +3,466 | New |
| Intesa Sanpaolo Wealth Management | 3,469 | $534.7K | 0.11% | +3,469 | New |
| Ehrenkranz Partners L.P. | 3,478 | $536.1K | 0.61% | +2,178+167.5% | Added |
| Congress Park Capital LLC | 3,479 | $536.3K | 0.16% | −871−20.0% | Reduced |
| Smart Money Group LLC | 3,480 | $536.4K | 0.16% | +10+0.3% | Added |
| Capital Square, LLC | 3,488 | $537.6K | 0.27% | +1,115+47.0% | Added |
| AssuredPartners Investment Advisors, LLC | 3,491 | $538.1K | 0.08% | +199+6.0% | Added |
| Alchemi Wealth, LLC | 3,492 | $538.4K | 0.29% | +3,492 | New |
| WBH Advisory Inc | 3,508 | $540.7K | 0.04% | +8+0.2% | Added |
| Select Asset Management & Trust | 3,511 | $541.0K | 0.17% | 00.0% | Unchanged |
| Triumph Capital Management | 3,515 | $541.8K | 0.12% | −5,911−62.7% | Reduced |
| LRT Capital Management, LLC | 3,515 | $541.8K | 0.46% | +3,515 | New |
| Carlson Financial, Inc. | 3,522 | $542.8K | 0.31% | +3,522 | New |
| Nilsine Partners, LLC | 3,533 | $544.6K | 0.05% | +109+3.2% | Added |
| Nadler Financial Group, Inc. | 3,539 | $545.5K | 0.05% | −205−5.5% | Reduced |
| Petros Family Wealth, LLC | 3,544 | $546.3K | 0.36% | +3,544 | New |
| Tandem Investment Advisors, Inc. | 3,545 | $546.4K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,553 | $547.7K | 0.20% | −189−5.1% | Reduced |
| Snowwater Investment Partners, LLC | 3,558 | $548.4K | 0.50% | +3,558 | New |
| Essex Savings Bank | 3,560 | $548.7K | 0.12% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,562 | $549.0K | 0.02% | +537+17.8% | Added |
| BankPlus Wealth Management LLC | 3,565 | $549.8K | 0.30% | +50+1.4% | Added |
| Worth Financial Advisory Group, LLC | 3,571 | $550.5K | 0.27% | +22+0.6% | Added |
| Asset Advisory Group, Inc. | 3,575 | $551.0K | 0.28% | +3,575 | New |
| Great Lakes Advisors, LLC | 3,578 | $551.5K | 0.00% | −232−6.1% | Reduced |
| Bernardo Wealth Planning LLC | 3,598 | $554.6K | 0.11% | −10−0.3% | Reduced |
| Atlas Capital Advisors LLC | 3,600 | $554.9K | 0.06% | +3,600 | New |
| Heartland Bank & Trust Co | 3,610 | $556.4K | 0.24% | −1,917−34.7% | Reduced |
| Armstrong Advisory Group, Inc | 3,610 | $556.5K | 0.04% | +7+0.2% | Added |
| Valued Retirements, Inc. | 3,611 | $556.6K | 0.54% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,615 | $557.2K | 0.20% | +1,000+38.2% | Added |
| Keystone Financial Group | 3,623 | $558.4K | 0.04% | −184−4.8% | Reduced |
| Janney Capital Management LLC | 3,635 | $560.0K | 0.04% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,646 | $561.9K | 0.07% | +920+33.7% | Added |
| L2 Asset Management, LLC | 3,676 | $566.6K | 0.08% | +282+8.3% | Added |
| Conning Inc. | 3,679 | $567.1K | 0.02% | +262+7.7% | Added |
| Bigelow Investment Advisors, LLC | 3,685 | $568.0K | 0.22% | −162−4.2% | Reduced |
| RB Capital Management, LLC | 3,696 | $569.7K | 0.12% | +790+27.2% | Added |
| Papamarkou Wellner Asset Management inc. | 3,729 | $574.8K | 0.35% | +3,729 | New |
| Integral Investment Advisors, Inc. | 3,732 | $575.3K | 0.14% | +610+19.5% | Added |
| Advisor OS, LLC | 3,741 | $576.7K | 0.05% | +272+7.8% | Added |
| Adelphi Trust Co | 3,743 | $576.9K | 0.47% | +3,743 | New |
| Parkside Financial Bank & Trust | 3,745 | $577.3K | 0.04% | +117+3.2% | Added |
| Gross & Hartman Investments LLC | 3,749 | $577.9K | 0.33% | +3,749 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,750 | $578.0K | 0.00% | +3,750 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,759 | $579.4K | 0.06% | −40−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 3,761 | $579.7K | 0.04% | −431−10.3% | Reduced |
| Legacy Edge Advisors, LLC | 3,776 | $582.0K | 0.06% | −300−7.4% | Reduced |
| Plotkin Financial Advisors, LLC | 3,779 | $582.5K | 0.28% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 3,792 | $584.5K | 0.54% | +3,792 | New |
| Palumbo Wealth Management LLC | 3,832 | $590.6K | 0.15% | +3,832 | New |
| Perkins Coie Trust Co | 3,843 | $592.4K | 0.11% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,850 | $593.4K | 0.17% | −52−1.3% | Reduced |
| Hodges Capital Management Inc. | 3,850 | $593.4K | 0.05% | −160−4.0% | Reduced |
| RFG Advisory, LLC | 3,852 | $593.7K | 0.01% | +54+1.4% | Added |
| Sovereign Financial Group, Inc. | 3,855 | $594.3K | 0.11% | +124+3.3% | Added |
| OneAscent Financial Services LLC | 3,859 | $594.8K | 0.05% | +102+2.7% | Added |
| Excalibur Management Corp | 3,864 | $595.6K | 0.21% | −169−4.2% | Reduced |
| Ames National Corp | 3,900 | $601.1K | 0.35% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 3,900 | $601.1K | 0.05% | +56+1.5% | Added |
| McMillan Office, Inc. | 3,900 | $601.1K | 0.07% | +3,900 | New |
| Ameliora Wealth Management Ltd. | 3,909 | $602.5K | 0.18% | +222+6.0% | Added |
| Redwood Financial Network Corp | 3,911 | $602.8K | 0.38% | +428+12.3% | Added |
| Family Management Corp | 3,962 | $610.7K | 0.08% | +109+2.8% | Added |