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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 3,641 | $419.0K | 0.03% | +302+9.0% | Added |
| Capital Square, LLC | 3,448 | $419.5K | 0.19% | −40−1.1% | Reduced |
| RWM Asset Management, LLC | 3,651 | $419.8K | 0.05% | +595+19.5% | Added |
| Partners Capital Investment Group, LLP | 3,674 | $422.4K | 0.02% | −515−12.3% | Reduced |
| Gateway Wealth Partners, LLC | 3,676 | $422.8K | 0.02% | +2,251+158.0% | Added |
| Park National Corp | 3,679 | $423.0K | 0.01% | +1,408+62.0% | Added |
| WNY Asset Management, LLC | 3,686 | $423.9K | 0.04% | +3,686 | New |
| SlateStone Wealth, LLC | 3,688 | $424.0K | 0.03% | −309−7.7% | Reduced |
| Warner Group LLC | 3,690 | $424.3K | 0.28% | +303+8.9% | Added |
| Heartland Bank & Trust Co | 3,691 | $424.4K | 0.10% | +81+2.2% | Added |
| Polymer Capital Management (US) LLC | 3,704 | $425.9K | 0.06% | −656−15.0% | Reduced |
| Formidable Asset Management, LLC | 2,764 | $426.0K | 0.07% | +356+14.8% | Added |
| Valmark Advisers, Inc. | 3,719 | $427.7K | 0.01% | −295−7.3% | Reduced |
| South Plains Financial, Inc. | 3,727 | $428.6K | 0.25% | +1,142+44.2% | Added |
| Palumbo Wealth Management LLC | 3,737 | $429.7K | 0.10% | −95−2.5% | Reduced |
| Clark Capital Management Group, Inc. | 3,746 | $430.8K | 0.00% | +445+13.5% | Added |
| Hodges Capital Management Inc. | 3,750 | $431.2K | 0.04% | −100−2.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,750 | $431.2K | 0.00% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 3,774 | $434.0K | 0.20% | −343−8.3% | Reduced |
| Plotkin Financial Advisors, LLC | 3,779 | $434.5K | 0.22% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,796 | $436.6K | 0.05% | −2,714−41.7% | Reduced |
| Fiduciary Family Office, LLC | 3,810 | $438.1K | 0.12% | −40−1.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,337 | $438.5K | 0.06% | −6,729−66.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,830 | $440.4K | 0.03% | −1,446−27.4% | Reduced |
| Perkins Coie Trust Co | 3,843 | $441.9K | 0.08% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,858 | $443.6K | 0.04% | +3,858 | New |
| Pitcairn Wealth Advisors LLC | 2,881 | $444.2K | 0.04% | −10.0% | Reduced |
| Perfromance Wealth Partners, LLC | 3,872 | $445.2K | 0.01% | −663−14.6% | Reduced |
| Godsey & Gibb Associates | 3,878 | $445.9K | 0.04% | −22−0.6% | Reduced |
| PMG Family Office LLC | 3,879 | $446.0K | 0.50% | +499+14.8% | Added |
| Congress Park Capital LLC | 3,883 | $446.6K | 0.14% | +404+11.6% | Added |
| Soltis Investment Advisors LLC | 3,897 | $448.2K | 0.03% | −393−9.2% | Reduced |
| Ames National Corp | 3,900 | $448.5K | 0.27% | 00.0% | Unchanged |
| McMillan Office, Inc. | 3,900 | $448.5K | 0.06% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,901 | $448.6K | 0.16% | +37+1.0% | Added |
| Legacy Wealth Management, LLC | 3,937 | $452.7K | 0.13% | −96−2.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,943 | $453.4K | 0.08% | +88+2.3% | Added |
| Topsail Wealth Management, LLC | 3,945 | $453.6K | 0.07% | −60−1.5% | Reduced |
| L2 Asset Management, LLC | 3,949 | $454.1K | 0.04% | +273+7.4% | Added |
| Shelton Capital Management | 3,952 | $454.4K | 0.01% | −2,000−33.6% | Reduced |
| Groupama Asset Managment | 3,962 | $455.6K | 0.01% | +3,962 | New |
| SageView Advisory Group, LLC | 3,973 | $456.8K | 0.02% | −144−3.5% | Reduced |
| CenterStar Asset Management, LLC | 4,000 | $458.6K | 0.44% | +4,000 | New |
| Moss Adams Wealth Advisors LLC | 3,998 | $459.7K | 0.03% | −36−0.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,000 | $460.0K | 0.45% | −700−14.9% | Reduced |
| Cinctive Capital Management LP | 4,000 | $460.0K | 0.03% | +4,000 | New |
| Sig Brokerage, LP | 4,006 | $460.6K | 0.13% | +4,006 | New |
| Silvia McColl Wealth Management, LLC | 4,009 | $461.0K | 0.30% | +860+27.3% | Added |
| Everest Financial Group LLC | 4,023 | $462.6K | 0.08% | +1,332+49.5% | Added |
| Credit Industriel Et Commercial | 4,031 | $463.5K | 0.07% | +4,002+13,800.0% | Added |
| Carlson Financial, Inc. | 4,032 | $463.7K | 0.27% | +510+14.5% | Added |
| Parkside Financial Bank & Trust | 4,080 | $469.1K | 0.04% | +335+8.9% | Added |
| CMC Financial Group | 4,092 | $470.5K | 0.95% | +4,092 | New |
| Onyx Bridge Wealth Group LLC | 4,099 | $471.4K | 0.05% | −106−2.5% | Reduced |
| Triad Wealth Partners, LLC | 4,109 | $472.5K | 0.04% | +118+3.0% | Added |
| Ferguson Wellman Capital Management, Inc | 4,128 | $474.7K | 0.01% | −269−6.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,137 | $475.7K | 0.08% | −37−0.9% | Reduced |
| Snowwater Investment Partners, LLC | 4,139 | $475.9K | 0.45% | +581+16.3% | Added |
| Keystone Financial Group | 4,141 | $476.1K | 0.03% | +518+14.3% | Added |
| Wimmer Associates 1, LLC | 4,143 | $476.4K | 0.23% | 00.0% | Unchanged |
| Family Management Corp | 4,144 | $476.5K | 0.06% | +182+4.6% | Added |
| Shum Financial Group, Inc. | 4,168 | $479.3K | 0.34% | +122+3.0% | Added |
| Essex LLC | 4,171 | $479.7K | 0.08% | +1,659+66.0% | Added |
| Argent Capital Management LLC | 4,172 | $479.8K | 0.02% | −523,506−99.2% | Reduced |
| TD Private Client Wealth LLC | 4,179 | $480.5K | 0.01% | +108+2.7% | Added |
| Total Wealth Planning & Management, Inc. | 4,186 | $481.4K | 0.38% | −209−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 4,235 | $487.0K | 0.03% | −88−2.0% | Reduced |
| HHM Wealth Advisors, LLC | 4,242 | $487.8K | 0.06% | −114−2.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,243 | $487.9K | 0.05% | −100−2.3% | Reduced |
| Heritage Wealth Advisors | 4,248 | $488.5K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,267 | $490.7K | 0.04% | −2,430−36.3% | Reduced |
| Panagora Asset Management Inc | 4,273 | $491.4K | 0.00% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 4,291 | $493.5K | 0.16% | −64−1.5% | Reduced |
| MFA Wealth Services | 4,292 | $493.6K | 0.33% | +283+7.1% | Added |
| Trueblood Wealth Management, LLC | 4,313 | $495.9K | 0.19% | +39+0.9% | Added |
| Optimize Financial Inc | 4,314 | $496.1K | 0.24% | +1,622+60.3% | Added |
| Forefront Wealth Partners, LLC | 4,323 | $497.1K | 0.21% | +4,323 | New |
| Bartlett & Co. Wealth Management LLC | 4,007 | $497.9K | 0.01% | −121−2.9% | Reduced |
| LVW Advisors, LLC | 4,341 | $499.2K | 0.05% | +45+1.0% | Added |
| Annex Advisory Services, LLC | 4,342 | $499.2K | 0.01% | −195−4.3% | Reduced |
| TCI Wealth Advisors, Inc. | 4,343 | $499.4K | 0.03% | +351+8.8% | Added |
| Gross & Hartman Investments LLC | 4,347 | $499.8K | 0.26% | +598+16.0% | Added |
| Southland Equity Partners LLC | 4,360 | $501.4K | 0.10% | −664−13.2% | Reduced |
| Courier Capital LLC | 4,372 | $502.7K | 0.03% | −50−1.1% | Reduced |
| Advyzon Investment Management, LLC | 4,373 | $502.8K | 0.05% | +727+19.9% | Added |
| First American Trust, FSB | 4,387 | $504.4K | 0.03% | −56−1.3% | Reduced |
| Gradient Capital Advisors, LLC | 4,390 | $504.8K | 0.13% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 4,391 | $504.9K | 0.18% | +225+5.4% | Added |
| Rare Wolf Capital LLC | 4,391 | $504.9K | 0.33% | +4,391 | New |
| Redwood Financial Network Corp | 4,410 | $507.1K | 0.33% | +499+12.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,419 | $508.1K | 0.03% | −124−2.7% | Reduced |
| HighPoint Advisor Group LLC | 4,420 | $508.3K | 0.02% | −12,845−74.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,421 | $508.4K | 0.03% | +660+17.5% | Added |
| Disciplined Investors, L.L.C. | 4,422 | $508.5K | 0.30% | +1,090+32.7% | Added |
| Galvin, Gaustad & Stein, LLC | 4,425 | $508.8K | 0.04% | −83,952−95.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,431 | $509.5K | 0.03% | +1,238+38.8% | Added |
| San Luis Wealth Advisors LLC | 4,440 | $510.6K | 0.08% | −5,007−53.0% | Reduced |
| Gridiron Partners, LLC | 4,454 | $512.2K | 0.31% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,461 | $512.9K | 0.03% | +1,562+53.9% | Added |
| WoodTrust Financial Corp | 4,500 | $517.0K | 0.07% | −6,850−60.4% | Reduced |