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, 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
- 802 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 | 2,157 | $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, 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 |
|---|---|---|---|---|---|
| Breachway Investments LLC | 2,535 | $289.9K | 0.28% | +67+2.7% | Added |
| Verum Partners LLC | 2,522 | $290.0K | 0.06% | +212+9.2% | Added |
| Waddell & Associates, LLC | 2,526 | $290.5K | 0.02% | +2,526 | New |
| Westshore Wealth, LLC | 2,537 | $291.7K | 0.10% | +50+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,542 | $292.3K | 0.05% | +212+9.1% | Added |
| Morton Capital Management LLC | 2,545 | $292.6K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,555 | $293.8K | 0.01% | −597−18.9% | Reduced |
| Veracity Capital LLC | 2,557 | $294.1K | 0.11% | −715−21.9% | Reduced |
| Commerce Advisors, LLC | 2,562 | $294.6K | 0.25% | +2,562 | New |
| Banque Pictet & Cie SA | 2,573 | $295.9K | 0.00% | −63,172−96.1% | Reduced |
| Shikiar Asset Management Inc | 2,578 | $296.0K | 0.09% | −5,972−69.8% | Reduced |
| Port Capital LLC | 2,576 | $296.2K | 0.01% | +123+5.0% | Added |
| Berman McAleer LLC | 2,577 | $296.3K | 0.04% | −3−0.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,579 | $296.5K | 0.03% | −2,011−43.8% | Reduced |
| Flatrock Wealth Partners LLC | 2,581 | $296.7K | 0.13% | +58+2.3% | Added |
| Banco BTG Pactual S.A. | 2,585 | $297.2K | 0.06% | +2,585 | New |
| V-Square Quantitative Management LLC | 2,587 | $297.5K | 0.03% | +593+29.7% | Added |
| Aspen Investment Management Inc | 2,591 | $298.0K | 0.09% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,593 | $298.2K | 0.06% | +582+28.9% | Added |
| Howard Capital Management Inc. | 2,597 | $298.6K | 0.00% | −2,500−49.0% | Reduced |
| Affinity Capital Advisors, LLC | 2,600 | $299.0K | 0.04% | −208−7.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,600 | $299.0K | 0.09% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,609 | $300.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 2,610 | $300.1K | 0.02% | −2,252−46.3% | Reduced |
| Perpetual Ltd | 2,610 | $300.1K | 0.00% | +300+13.0% | Added |
| South Shore Capital Advisors | 2,618 | $301.0K | 0.22% | −649−19.9% | Reduced |
| AlphaGrep UK Ltd | 2,621 | $301.4K | 0.09% | +2,621 | New |
| First Horizon Corp | 2,625 | $301.8K | 0.01% | +87+3.4% | Added |
| First Growth Capital LLC | 2,667 | $304.9K | 0.28% | +4+0.2% | Added |
| Armis Advisers, LLC | 2,549 | $304.9K | 0.03% | −183−6.7% | Reduced |
| McAdam, LLC | 2,652 | $305.0K | 0.01% | +30+1.1% | Added |
| Simplicity Wealth,LLC | 2,659 | $305.7K | 0.02% | +537+25.3% | Added |
| Cornerstone National Bank & Trust Co | 2,682 | $306.6K | 0.11% | −7,559−73.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,668 | $306.8K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,674 | $307.5K | 0.16% | +46+1.8% | Added |
| Silverlake Wealth Management LLC | 2,676 | $307.7K | 0.06% | −189−6.6% | Reduced |
| James J. Burns & Company, LLC | 2,677 | $307.9K | 0.04% | +21+0.8% | Added |
| Tactive Advisors, LLC | 2,684 | $308.6K | 0.09% | +863+47.4% | Added |
| Trust Point Inc. | 2,690 | $309.3K | 0.03% | −566−17.4% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 2,691 | $309.4K | 0.14% | +643+31.4% | Added |
| Evansbrook LLC | 2,695 | $309.9K | 0.21% | +122+4.7% | Added |
| Lazard Freres Gestion S.A.S. | 2,702 | $310.0K | 0.01% | +2,702 | New |
| Secure Asset Management, LLC | 2,704 | $310.9K | 0.05% | +300+12.5% | Added |
| Invst, LLC | 2,710 | $311.6K | 0.04% | −4,337−61.5% | Reduced |
| Romano Brothers and Company | 2,717 | $312.4K | 0.04% | −132−4.6% | Reduced |
| Pennington Partners & Co., LLC | 2,720 | $312.7K | 0.11% | +480+21.4% | Added |
| Capital Advisors, Ltd. LLC | 2,745 | $316.0K | 0.04% | −28−1.0% | Reduced |
| E Fund Management Co., Ltd. | 2,755 | $316.8K | 0.01% | +2,755 | New |
| Cove Private Wealth, LLC | 2,757 | $317.0K | 0.07% | +25+0.9% | Added |
| Maltin Wealth Management, Inc. | 2,757 | $317.0K | 0.12% | +751+37.4% | Added |
| VeraBank, N.A. | 2,767 | $318.2K | 0.06% | +50+1.8% | Added |
| Glass Jacobson Investment Advisors llc | 2,770 | $318.6K | 0.11% | −111−3.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,781 | $319.8K | 0.03% | −4,075−59.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,659 | $320.0K | 0.07% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 2,786 | $320.3K | 0.09% | −168−5.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,786 | $320.4K | 0.08% | −1,202−30.1% | Reduced |
| PFG Private Wealth Management, LLC | 2,797 | $321.6K | 0.14% | +408+17.1% | Added |
| Marble Harbor Investment Counsel, LLC | 2,800 | $322.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,815 | $323.7K | 0.03% | +258+10.1% | Added |
| Summit Wealth Group LLC | 2,817 | $323.9K | 0.03% | +2,817 | New |
| Richard C. Young & CO., LTD. | 2,838 | $326.3K | 0.03% | +26+0.9% | Added |
| One Capital Management, LLC | 2,842 | $326.8K | 0.01% | −598−17.4% | Reduced |
| Global Assets Advisory, LLC | 2,843 | $326.9K | 0.10% | −1,456−33.9% | Reduced |
| Roof Eidam & Maycock | 2,847 | $327.4K | 0.08% | −80−2.7% | Reduced |
| Integrity Alliance, LLC. | 2,855 | $328.4K | 0.01% | +7+0.2% | Added |
| Eagle Global Advisors LLC | 2,860 | $328.9K | 0.01% | −40−1.4% | Reduced |
| Moody National Bank Trust Division | 2,864 | $329.3K | 0.03% | +147+5.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,864 | $329.3K | 0.18% | +2,864 | New |
| All Terrain Financial Advisors, LLC | 2,869 | $329.9K | 0.10% | +804+38.9% | Added |
| Facet Wealth, Inc. | 2,892 | $332.5K | 0.01% | −120−4.0% | Reduced |
| B&L Asset Management LLC | 2,896 | $333.0K | 0.14% | +44+1.5% | Added |
| Brogan Financial, Inc. | 2,898 | $333.2K | 0.15% | +29+1.0% | Added |
| Conning Inc. | 2,900 | $333.5K | 0.01% | −779−21.2% | Reduced |
| Sterneck Capital Management, LLC | 2,900 | $333.5K | 0.15% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,911 | $334.7K | 0.09% | −257−8.1% | Reduced |
| First Business Financial Services, Inc. | 2,917 | $335.4K | 0.03% | +2,917 | New |
| Purkiss Capital Advisors LLC | 2,930 | $336.9K | 0.15% | −36−1.2% | Reduced |
| Marex Group plc | 2,932 | $337.2K | 0.00% | −1,285−30.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,940 | $338.1K | 0.03% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 2,940 | $338.1K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,951 | $339.3K | 0.03% | +218+8.0% | Added |
| Zuckerman Investment Group, LLC | 2,956 | $339.9K | 0.03% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 2,956 | $339.9K | 0.07% | +100+3.5% | Added |
| Johnson Financial Group, LLC | 2,966 | $341.1K | 0.02% | +638+27.4% | Added |
| Financial Engines Advisors L.L.C. | 2,969 | $341.4K | 0.00% | +5+0.2% | Added |
| Tradewinds, LLC. | 2,732 | $342.0K | 0.11% | +25+0.9% | Added |
| SOA Wealth Advisors, LLC. | 2,977 | $342.4K | 0.06% | +316+11.9% | Added |
| Iron Financial, LLC | 2,982 | $342.9K | 0.15% | +3+0.1% | Added |
| Inscription Capital, LLC | 2,996 | $344.5K | 0.04% | −1,595−34.7% | Reduced |
| Cohen Capital Management, Inc. | 2,997 | $344.6K | 0.05% | +2,997 | New |
| Avalon Trust Co | 2,999 | $344.9K | 0.02% | +301+11.2% | Added |
| Aspiriant, LLC | 3,000 | $345.0K | 0.01% | +1,079+56.2% | Added |
| Vaughan & Co Securities, Inc. | 3,003 | $345.3K | 0.18% | −28−0.9% | Reduced |
| Strategic Advisors LLC | 3,005 | $345.6K | 0.06% | −3,794−55.8% | Reduced |
| Alta Advisers Ltd | 3,006 | $345.7K | 0.13% | 00.0% | Unchanged |
| Syon Capital LLC | 3,008 | $345.9K | 0.02% | −2,675−47.1% | Reduced |
| Manske Wealth Management | 3,023 | $347.6K | 0.10% | −148−4.7% | Reduced |
| Ingalls & Snyder LLC | 3,031 | $349.0K | 0.01% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 3,039 | $349.5K | 0.21% | +4+0.1% | Added |
| Hofer & Associates. Inc | 3,040 | $349.6K | 0.19% | 00.0% | Unchanged |