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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 17,591 | $2.02M | 0.16% | −15,922−47.5% | Reduced |
| Institute for Wealth Management, LLC. | 17,494 | $2.01M | 0.22% | +476+2.8% | Added |
| Smith, Salley & Associates | 17,493 | $2.01M | 0.10% | +2,931+20.1% | Added |
| Royal Capital Wealth Management, LLC | 17,479 | $2.01M | 1.25% | +17+0.1% | Added |
| Intellectus Partners, LLC | 17,469 | $2.01M | 0.41% | −300−1.7% | Reduced |
| BankPlus Trust Department | 17,459 | $2.01M | 0.54% | −2,151−11.0% | Reduced |
| Missouri Trust & Investment Co | 17,301 | $1.99M | 0.58% | +3,064+21.5% | Added |
| Altus Wealth Group LLC | 17,279 | $1.99M | 0.81% | −1,679−8.9% | Reduced |
| Canton Hathaway, LLC | 17,152 | $1.97M | 0.40% | +800+4.9% | Added |
| Oxbow Advisors, LLC | 17,061 | $1.96M | 0.17% | −6,956−29.0% | Reduced |
| Bay Rivers Group | 16,990 | $1.95M | 0.81% | −1,646−8.8% | Reduced |
| Mutual Advisors, LLC | 16,959 | $1.95M | 0.04% | +820+5.1% | Added |
| Harvest Investment Advisors, LLC | 16,922 | $1.95M | 1.08% | +1,328+8.5% | Added |
| Means Investment Co., Inc. | 16,893 | $1.94M | 0.17% | +132+0.8% | Added |
| Norway Savings Bank | 16,839 | $1.94M | 0.92% | +1,363+8.8% | Added |
| Chickasaw Capital Management LLC | 16,750 | $1.93M | 0.07% | +30.0% | Added |
| Orca Wealth Management, LLC | 16,704 | $1.92M | 1.37% | −93−0.6% | Reduced |
| South Dakota Investment Council | 16,680 | $1.92M | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 16,664 | $1.92M | 0.05% | −1,334−7.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 16,638 | $1.91M | 1.61% | −527−3.1% | Reduced |
| Valley National Advisers Inc | 16,642 | $1.91M | 0.25% | −626−3.6% | Reduced |
| Founders Financial Securities LLC | 16,354 | $1.91M | 0.11% | +14,426+748.2% | Added |
| Henson-Edgewater Management, LLC | 16,425 | $1.89M | 1.20% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 16,312 | $1.88M | 0.24% | +16,312 | New |
| Private Trust Co NA | 16,296 | $1.87M | 0.17% | +382+2.4% | Added |
| E&G Advisors, LP | 16,249 | $1.87M | 0.42% | +8,247+103.1% | Added |
| Madison Park Capital Advisors, LLC | 16,133 | $1.86M | 1.46% | +64+0.4% | Added |
| Fragasso Group Inc. | 16,483 | $1.85M | 0.11% | +4,350+35.9% | Added |
| Stony Point Wealth Management Inc. | 16,084 | $1.85M | 0.73% | −26,921−62.6% | Reduced |
| Sierra Capital LLC | 16,061 | $1.85M | 0.20% | −229−1.4% | Reduced |
| Prana Capital Management, LP | 16,046 | $1.85M | 0.06% | −220,145−93.2% | Reduced |
| Taylor Financial Group, Inc. | 16,021 | $1.84M | 1.12% | +326+2.1% | Added |
| Spirit of America Management Corp | 16,000 | $1.84M | 0.36% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15,960 | $1.84M | 0.03% | +7,273+83.7% | Added |
| Modern Wealth Management, LLC | 15,947 | $1.82M | 0.03% | +3,221+25.3% | Added |
| Mount Yale Investment Advisors, LLC | 15,840 | $1.82M | 0.04% | +6,433+68.4% | Added |
| Zevenbergen Capital Investments LLC | 15,800 | $1.82M | 0.05% | −385−2.4% | Reduced |
| Greenleaf Trust | 15,738 | $1.81M | 0.02% | +903+6.1% | Added |
| IFC Advisors LLC | 15,700 | $1.81M | 0.26% | −1,215−7.2% | Reduced |
| Brevan Howard Capital Management LP | 15,510 | $1.78M | 0.02% | −25,236−61.9% | Reduced |
| Accurate Wealth Management, LLC | 15,488 | $1.78M | 0.21% | +9,229+147.5% | Added |
| Saiph Capital, LLC | 15,456 | $1.78M | 0.67% | +11,454+286.2% | Added |
| Morningstar Investment Management LLC | 15,435 | $1.77M | 0.11% | +1,405+10.0% | Added |
| Fidelis Capital Partners, LLC | 15,410 | $1.77M | 0.13% | −5,937−27.8% | Reduced |
| Citizens & Northern Corp | 15,377 | $1.77M | 0.44% | +97+0.6% | Added |
| Resources Investment Advisors, LLC. | 15,303 | $1.76M | 0.02% | −1,217−7.4% | Reduced |
| Bridgewater Associates, LP | 15,294 | $1.76M | 0.01% | +13,580+792.3% | Added |
| Canada Post Corp Registered Pension Plan | 15,210 | $1.75M | 0.07% | −3,300−17.8% | Reduced |
| Parcion Private Wealth LLC | 15,169 | $1.74M | 0.11% | +4,234+38.7% | Added |
| Sit Investment Associates Inc | 15,100 | $1.74M | 0.04% | 00.0% | Unchanged |
| MWA Asset Management | 15,094 | $1.74M | 0.95% | −2,065−12.0% | Reduced |
| Acorn Wealth Advisors, LLC | 15,078 | $1.73M | 0.51% | −1,540−9.3% | Reduced |
| Prudential PLC | 15,064 | $1.73M | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 15,033 | $1.73M | 0.05% | −200−1.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,964 | $1.72M | 0.02% | +5,557+59.1% | Added |
| Brighton Jones LLC | 14,903 | $1.71M | 0.04% | +14,903 | New |
| Capital Investment Advisors, LLC | 14,882 | $1.71M | 0.03% | −171−1.1% | Reduced |
| Wealthcare Capital Partners, LLC | 14,746 | $1.70M | 0.79% | +1,248+9.2% | Added |
| Ritholtz Wealth Management | 14,745 | $1.70M | 0.03% | −2,661−15.3% | Reduced |
| Covenant Asset Management, LLC | 14,717 | $1.69M | 0.35% | −138−0.9% | Reduced |
| Ballentine Partners, LLC | 14,686 | $1.69M | 0.02% | −2,103−12.5% | Reduced |
| Sigma Planning Corp | 14,636 | $1.68M | 0.05% | −1,959−11.8% | Reduced |
| Stenger Family Office, LLC | 14,632 | $1.68M | 0.31% | +1,049+7.7% | Added |
| Diligent Investors, LLC | 14,548 | $1.67M | 0.41% | +359+2.5% | Added |
| Brian Low Financial Group, LLC | 14,529 | $1.67M | 1.14% | +5,678+64.2% | Added |
| Verition Fund Management LLC | 14,479 | $1.66M | 0.02% | −5,796−28.6% | Reduced |
| Waters Parkerson & Co., LLC | 14,446 | $1.66M | 0.09% | +2,918+25.3% | Added |
| Z3 Capital Partners, LLC | 14,401 | $1.66M | 0.42% | −24−0.2% | Reduced |
| Accretive Wealth Partners, LLC | 14,330 | $1.65M | 0.47% | −128−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 14,286 | $1.64M | 0.03% | −886−5.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,279 | $1.64M | 0.00% | +7,191+101.5% | Added |
| Welch & Forbes LLC | 14,227 | $1.64M | 0.02% | −604−4.1% | Reduced |
| Waterfront Wealth Inc. | 14,100 | $1.62M | 0.30% | +2,350+20.0% | Added |
| Thoroughbred Financial Services, LLC | 14,005 | $1.61M | 0.10% | +1,516+12.1% | Added |
| Union Bancaire Privee, UBP SA | 9,468 | $1.61M | 0.03% | −1,711−15.3% | Reduced |
| Arete Wealth Advisors, LLC | 13,989 | $1.61M | 0.12% | +13,989 | New |
| Capital City Trust Co | 13,951 | $1.60M | 0.37% | −733−5.0% | Reduced |
| Calamos Wealth Management LLC | 13,938 | $1.60M | 0.06% | +7,085+103.4% | Added |
| Ocean Capital Management, LLC | 13,924 | $1.60M | 0.33% | +762+5.8% | Added |
| Lodestone Wealth Management LLC | 13,899 | $1.60M | 0.63% | +371+2.7% | Added |
| Tema ETFs LLC | 13,898 | $1.60M | 0.11% | +670+5.1% | Added |
| Hurley Capital, LLC | 13,826 | $1.59M | 0.85% | +1,331+10.7% | Added |
| Moneta Group Investment Advisors LLC | 13,818 | $1.59M | 0.01% | −448−3.1% | Reduced |
| Great Valley Advisor Group, Inc. | 13,723 | $1.58M | 0.03% | −14,994−52.2% | Reduced |
| RiverPark Advisors, LLC | 13,707 | $1.58M | 0.57% | +500+3.8% | Added |
| Harbor Advisors LLC | 13,700 | $1.58M | 0.23% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 13,545 | $1.56M | 0.81% | −32,952−70.9% | Reduced |
| WSFS Capital Management, LLC | 13,530 | $1.56M | 0.08% | +16+0.1% | Added |
| Davidson Kahn Capital Management, LLC | 13,525 | $1.56M | 0.83% | +783+6.1% | Added |
| Tred Avon Family Wealth, LLC | 13,522 | $1.55M | 0.52% | +3,875+40.2% | Added |
| Guyasuta Investment Advisors Inc | 13,500 | $1.55M | 0.09% | +9,000+200.0% | Added |
| Sowell Financial Services LLC | 13,378 | $1.54M | 0.06% | +1,905+16.6% | Added |
| Opinicus Capital, Inc. | 13,365 | $1.54M | 1.08% | −229−1.7% | Reduced |
| Klingman & Associates, LLC | 13,362 | $1.54M | 0.07% | +809+6.4% | Added |
| GoalVest Advisory LLC | 13,325 | $1.53M | 0.30% | −699−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 13,251 | $1.52M | 0.04% | −1,801−12.0% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $1.52M | 1.61% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,116 | $1.51M | 0.07% | +575+4.6% | Added |
| Jacobi Capital Management LLC | 13,109 | $1.51M | 0.08% | +1,146+9.6% | Added |
| Northside Capital Management, LLC | 13,100 | $1.51M | 0.13% | 00.0% | Unchanged |