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, Q1 2026
Institutional positions in Blackstone Inc. as of Mar 31, 2026. 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
- 2,137
- −122 vs. Q4 2025
- Shares held
- 525.0M
- +97.0M (+22.7%) vs. Q4 2025
- Total value
- $60.3B
- −$5.58B (−8.5%) vs. Q4 2025
- New holders
- 189
- 922 more added
- Sold out
- 311
- 801 more reduced
28 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zhang Financial LLC | 11,818 | $1.36M | 0.05% | −1,036−8.1% | Reduced |
| Central Trust Co | 11,847 | $1.36M | 0.03% | −642−5.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 10,474 | $1.37M | 0.43% | −3,406−24.5% | Reduced |
| Oppenheimer Asset Management Inc. | 11,916 | $1.37M | 0.02% | +9,563+406.4% | Added |
| Baldwin Investment Management, LLC | 12,009 | $1.38M | 0.16% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 12,056 | $1.39M | 0.30% | −100−0.8% | Reduced |
| Cambria Investment Management, L.P. | 12,082 | $1.39M | 0.08% | −917−7.1% | Reduced |
| Morse Asset Management, Inc | 12,187 | $1.40M | 0.29% | +555+4.8% | Added |
| Sax Wealth Advisors, LLC | 9,156 | $1.41M | 0.07% | −150−1.6% | Reduced |
| Intrepid Financial Planning Group LLC | 12,303 | $1.41M | 0.57% | −325−2.6% | Reduced |
| Gateway Investment Advisers LLC | 12,304 | $1.41M | 0.02% | −214−1.7% | Reduced |
| Hills Bank & Trust Co | 12,344 | $1.42M | 0.07% | −2,119−14.7% | Reduced |
| Parrish Capital LLC | 12,363 | $1.42M | 1.27% | +575+4.9% | Added |
| TCW Group Inc | 12,368 | $1.42M | 0.01% | +750+6.5% | Added |
| Intrua Financial, LLC | 12,375 | $1.42M | 0.15% | +2,375+23.8% | Added |
| Brave Asset Management Inc | 12,419 | $1.43M | 0.34% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,457 | $1.43M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,479 | $1.43M | 0.00% | −3,105−19.9% | Reduced |
| Plato Investment Management Ltd | 12,530 | $1.44M | 0.10% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 12,570 | $1.45M | 0.44% | +1,626+14.9% | Added |
| Waterway Wealth Management, LLC | 12,580 | $1.45M | 0.32% | +3,033+31.8% | Added |
| Stableford Capital II LLC | 12,590 | $1.45M | 0.54% | +12,590 | New |
| Sandy Cove Advisors, LLC | 12,596 | $1.45M | 0.43% | +360+2.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 12,649 | $1.45M | 0.01% | +12,649 | New |
| Verity & Verity, LLC | 12,735 | $1.46M | 0.11% | +650+5.4% | Added |
| Patrick M Sweeney & Associates, Inc | 12,745 | $1.47M | 0.94% | +26+0.2% | Added |
| Signature Estate & Investment Advisors LLC | 12,769 | $1.47M | 0.03% | +5,700+80.6% | Added |
| Brandywine Oak Private Wealth LLC | 12,811 | $1.47M | 0.12% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 11,798 | $1.48M | 0.53% | −768−6.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 12,897 | $1.48M | 0.91% | +9,168+245.9% | Added |
| Carolina Wealth Advisors, LLC | 12,916 | $1.49M | 0.62% | +12,621+4,278.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,922 | $1.49M | 0.05% | −4,930−27.6% | Reduced |
| Harbor Capital Advisors, Inc. | 13,005 | $1.50M | 0.12% | +13,005 | New |
| Accel Wealth Management | 13,007 | $1.50M | 0.39% | −93−0.7% | Reduced |
| Dakota Wealth Management | 13,040 | $1.50M | 0.03% | −52,445−80.1% | Reduced |
| Angeles Wealth Management, LLC | 13,076 | $1.50M | 0.08% | −127−1.0% | Reduced |
| Northside Capital Management, LLC | 13,100 | $1.51M | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,109 | $1.51M | 0.08% | +1,146+9.6% | Added |
| Kingswood Wealth Advisors, LLC | 13,116 | $1.51M | 0.07% | +575+4.6% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.52M | 1.61% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 13,251 | $1.52M | 0.04% | −1,801−12.0% | Reduced |
| GoalVest Advisory LLC | 13,325 | $1.53M | 0.30% | −699−5.0% | Reduced |
| Klingman & Associates, LLC | 13,362 | $1.54M | 0.07% | +809+6.4% | Added |
| Opinicus Capital, Inc. | 13,365 | $1.54M | 1.08% | −229−1.7% | Reduced |
| Sowell Financial Services LLC | 13,378 | $1.54M | 0.06% | +1,905+16.6% | Added |
| Guyasuta Investment Advisors Inc | 13,500 | $1.55M | 0.09% | +9,000+200.0% | Added |
| Tred Avon Family Wealth, LLC | 13,522 | $1.55M | 0.52% | +3,875+40.2% | Added |
| Davidson Kahn Capital Management, LLC | 13,525 | $1.56M | 0.83% | +783+6.1% | Added |
| WSFS Capital Management, LLC | 13,530 | $1.56M | 0.08% | +16+0.1% | Added |
| Ayrshire Capital Management LLC | 13,545 | $1.56M | 0.81% | −32,952−70.9% | Reduced |
| Harbor Advisors LLC | 13,700 | $1.58M | 0.23% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 13,707 | $1.58M | 0.57% | +500+3.8% | Added |
| Great Valley Advisor Group, Inc. | 13,723 | $1.58M | 0.03% | −14,994−52.2% | Reduced |
| Moneta Group Investment Advisors LLC | 13,818 | $1.59M | 0.01% | −448−3.1% | Reduced |
| Hurley Capital, LLC | 13,826 | $1.59M | 0.85% | +1,331+10.7% | Added |
| Tema ETFs LLC | 13,898 | $1.60M | 0.11% | +670+5.1% | Added |
| Lodestone Wealth Management LLC | 13,899 | $1.60M | 0.63% | +371+2.7% | Added |
| Ocean Capital Management, LLC | 13,924 | $1.60M | 0.33% | +762+5.8% | Added |
| Calamos Wealth Management LLC | 13,938 | $1.60M | 0.06% | +7,085+103.4% | Added |
| Capital City Trust Co | 13,951 | $1.60M | 0.37% | −733−5.0% | Reduced |
| Arete Wealth Advisors, LLC | 13,989 | $1.61M | 0.12% | +13,989 | New |
| Union Bancaire Privee, UBP SA | 9,468 | $1.61M | 0.03% | −1,711−15.3% | Reduced |
| Thoroughbred Financial Services, LLC | 14,005 | $1.61M | 0.10% | +1,516+12.1% | Added |
| Waterfront Wealth Inc. | 14,100 | $1.62M | 0.30% | +2,350+20.0% | Added |
| Welch & Forbes LLC | 14,227 | $1.64M | 0.02% | −604−4.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,279 | $1.64M | 0.00% | +7,191+101.5% | Added |
| Douglass Winthrop Advisors, LLC | 14,286 | $1.64M | 0.03% | −886−5.8% | Reduced |
| Accretive Wealth Partners, LLC | 14,330 | $1.65M | 0.47% | −128−0.9% | Reduced |
| Z3 Capital Partners, LLC | 14,401 | $1.66M | 0.42% | −24−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 14,446 | $1.66M | 0.09% | +2,918+25.3% | Added |
| Verition Fund Management LLC | 14,479 | $1.66M | 0.02% | −5,796−28.6% | Reduced |
| Brian Low Financial Group, LLC | 14,529 | $1.67M | 1.14% | +5,678+64.2% | Added |
| Diligent Investors, LLC | 14,548 | $1.67M | 0.41% | +359+2.5% | Added |
| Stenger Family Office, LLC | 14,632 | $1.68M | 0.31% | +1,049+7.7% | Added |
| Sigma Planning Corp | 14,636 | $1.68M | 0.05% | −1,959−11.8% | Reduced |
| Ballentine Partners, LLC | 14,686 | $1.69M | 0.02% | −2,103−12.5% | Reduced |
| Covenant Asset Management, LLC | 14,717 | $1.69M | 0.35% | −138−0.9% | Reduced |
| Ritholtz Wealth Management | 14,745 | $1.70M | 0.03% | −2,661−15.3% | Reduced |
| Wealthcare Capital Partners, LLC | 14,746 | $1.70M | 0.79% | +1,248+9.2% | Added |
| Capital Investment Advisors, LLC | 14,882 | $1.71M | 0.03% | −171−1.1% | Reduced |
| Brighton Jones LLC | 14,903 | $1.71M | 0.04% | +14,903 | New |
| Vestmark Advisory Solutions, Inc. | 14,964 | $1.72M | 0.02% | +5,557+59.1% | Added |
| Avidian Wealth Solutions, LLC | 15,033 | $1.73M | 0.05% | −200−1.3% | Reduced |
| Prudential PLC | 15,064 | $1.73M | 0.01% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 15,078 | $1.73M | 0.51% | −1,540−9.3% | Reduced |
| MWA Asset Management | 15,094 | $1.74M | 0.95% | −2,065−12.0% | Reduced |
| Sit Investment Associates Inc | 15,100 | $1.74M | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 15,169 | $1.74M | 0.11% | +4,234+38.7% | Added |
| Canada Post Corp Registered Pension Plan | 15,210 | $1.75M | 0.07% | −3,300−17.8% | Reduced |
| Bridgewater Associates, LP | 15,294 | $1.76M | 0.01% | +13,580+792.3% | Added |
| Resources Investment Advisors, LLC. | 15,303 | $1.76M | 0.02% | −1,217−7.4% | Reduced |
| Citizens & Northern Corp | 15,377 | $1.77M | 0.44% | +97+0.6% | Added |
| Fidelis Capital Partners, LLC | 15,410 | $1.77M | 0.13% | −5,937−27.8% | Reduced |
| Morningstar Investment Management LLC | 15,435 | $1.77M | 0.11% | +1,405+10.0% | Added |
| Saiph Capital, LLC | 15,456 | $1.78M | 0.67% | +11,454+286.2% | Added |
| Accurate Wealth Management, LLC | 15,488 | $1.78M | 0.21% | +9,229+147.5% | Added |
| Brevan Howard Capital Management LP | 15,510 | $1.78M | 0.02% | −25,236−61.9% | Reduced |
| IFC Advisors LLC | 15,700 | $1.81M | 0.26% | −1,215−7.2% | Reduced |
| Greenleaf Trust | 15,738 | $1.81M | 0.02% | +903+6.1% | Added |
| Zevenbergen Capital Investments LLC | 15,800 | $1.82M | 0.05% | −385−2.4% | Reduced |