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, Q2 2026
Institutional positions in Blackstone Inc. as of Jun 30, 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
Q3 2026 data is still coming in: 8 institutions have reported holding BX so far. See Q3 2026
- Institutional holders
- 2,157
- +47 vs. Q1 2026
- Shares held
- 539.1M
- +19.1M (+3.7%) vs. Q1 2026
- Total value
- $63.4B
- +$3.60B (+6.0%) vs. Q1 2026
- New holders
- 178
- 962 more added
- Sold out
- 131
- 735 more reduced
27 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prentice Wealth Management LLC | 6,787 | $798.6K | 0.16% | +531+8.5% | Added |
| Powell Investment Advisors, LLC | 6,800 | $800.2K | 0.25% | 00.0% | Unchanged |
| Old Port Advisors | 6,815 | $801.9K | 0.16% | +356+5.5% | Added |
| Schmidt P J Investment Management Inc | 6,836 | $804.4K | 0.13% | −224−3.2% | Reduced |
| Naviter Wealth, LLC | 6,840 | $804.9K | 0.07% | +617+9.9% | Added |
| Meridian Wealth Advisors, LLC | 6,840 | $804.9K | 0.09% | +10.0% | Added |
| Foguth Wealth Management, LLC. | 6,523 | $806.3K | 0.09% | +11+0.2% | Added |
| Herold Advisors, Inc. | 6,876 | $810.0K | 0.16% | +261+3.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,958 | $818.9K | 0.22% | +418+6.4% | Added |
| Tocqueville Asset Management L.P. | 6,959 | $818.9K | 0.01% | −207−2.9% | Reduced |
| Renaissance Investment Group LLC | 6,960 | $819.0K | 0.16% | −440−5.9% | Reduced |
| Highland Capital Management, LLC | 6,970 | $820.2K | 0.04% | −105−1.5% | Reduced |
| Compass Financial Management LLC | 6,674 | $820.9K | 0.10% | +6,674 | New |
| Adelphi Trust Co | 6,978 | $821.1K | 0.54% | +2,207+46.3% | Added |
| Winthrop Partners - WNY, LLC | 6,996 | $823.2K | 0.41% | +207+3.0% | Added |
| Cigna Investments Inc | 7,010 | $825.0K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,050 | $829.6K | 0.19% | +4,006+131.6% | Added |
| Pekin Hardy Strauss, Inc. | 7,070 | $831.9K | 0.07% | −1,050−12.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,070 | $831.9K | 0.01% | −46−0.6% | Reduced |
| Mangrove Partners | 7,090 | $834.3K | 0.05% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,125 | $838.4K | 0.09% | +2,310+48.0% | Added |
| Cannon Advisors, Inc. | 6,738 | $839.3K | 0.51% | −15,743−70.0% | Reduced |
| Mediolanum International Funds Ltd | 7,308 | $839.5K | 0.01% | −4,819−39.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,166 | $843.3K | 0.09% | 00.0% | Unchanged |
| Leisure Capital Management | 7,210 | $848.4K | 0.26% | +105+1.5% | Added |
| Sippican Capital Advisors | 7,226 | $850.3K | 0.52% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,228 | $850.5K | 0.01% | +1,456+25.2% | Added |
| LRI Investments, LLC | 7,265 | $854.9K | 0.07% | −23−0.3% | Reduced |
| Segment Wealth Management, LLC | 7,268 | $855.2K | 0.04% | +1,013+16.2% | Added |
| Alteri Wealth LLC | 7,288 | $857.5K | 0.24% | −39−0.5% | Reduced |
| New Wave Wealth Advisors LLC | 7,291 | $857.9K | 0.23% | +2,411+49.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,300 | $859.0K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,319 | $861.2K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,323 | $861.7K | 0.27% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,342 | $863.9K | 0.05% | −51−0.7% | Reduced |
| 17 Capital Partners, LLC | 7,345 | $864.3K | 0.39% | −556−7.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,494 | $864.8K | 0.02% | +3,741+99.7% | Added |
| Anchyra Partners LLC | 7,362 | $866.3K | 0.21% | +61+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 7,371 | $867.3K | 0.04% | +1,137+18.2% | Added |
| AdvisorNet Financial, Inc | 7,373 | $867.5K | 0.04% | −781−9.6% | Reduced |
| ATX Financial Planning, LLC | 7,383 | $868.8K | 0.57% | −7−0.1% | Reduced |
| Warner Group LLC | 7,384 | $869.0K | 0.21% | +3,694+100.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,394 | $870.1K | 0.03% | −571−7.2% | Reduced |
| Northbridge Financial Group, LLC | 7,404 | $871.2K | 0.33% | +1,222+19.8% | Added |
| MSH Capital Advisors LLC | 7,412 | $872.1K | 0.15% | +2,744+58.8% | Added |
| Sound View Wealth Advisors Group, LLC | 7,423 | $873.5K | 0.05% | −614−7.6% | Reduced |
| YANKCOM Partnership | 7,433 | $874.6K | 0.31% | +563+8.2% | Added |
| Tower Trust & Investment Co | 7,436 | $874.9K | 0.53% | −779−9.5% | Reduced |
| Mattern Wealth Management LLC | 7,437 | $875.1K | 0.14% | +5,225+236.2% | Added |
| Jeppson Wealth Management, LLC | 7,439 | $875.3K | 0.26% | +269+3.8% | Added |
| Tempo Wealth, LLC | 7,465 | $878.4K | 0.13% | −350−4.5% | Reduced |
| Cladis Investment Advisory, LLC | 7,500 | $882.5K | 0.41% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 7,506 | $883.2K | 0.49% | 00.0% | Unchanged |
| Haverford Trust Co | 7,562 | $889.8K | 0.01% | +1,010+15.4% | Added |
| Wealth Alliance | 7,568 | $890.5K | 0.07% | +2,474+48.6% | Added |
| Truvestments Capital LLC | 7,568 | $890.6K | 0.13% | −1,961−20.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,573 | $891.1K | 0.65% | +3,387+80.9% | Added |
| Element Wealth, LLC | 7,677 | $903.3K | 0.34% | +184+2.5% | Added |
| Xcel Wealth Management, LLC | 7,705 | $906.6K | 0.22% | −2,188−22.1% | Reduced |
| Advisory Resource Group | 7,773 | $914.6K | 0.14% | +37+0.5% | Added |
| Latash Investments, LLC | 7,774 | $914.8K | 0.67% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 7,778 | $915.0K | 0.48% | −2,874−27.0% | Reduced |
| Csenge Advisory Group | 7,783 | $915.8K | 0.04% | −31−0.4% | Reduced |
| Kennebec Savings Bank | 7,783 | $915.8K | 0.73% | +512+7.0% | Added |
| Gladstone Institutional Advisory LLC | 7,787 | $916.3K | 0.03% | +706+10.0% | Added |
| Axiom Investment Management LLC | 7,804 | $918.3K | 0.61% | +10.0% | Added |
| Chapin Davis, Inc. | 7,807 | $918.7K | 0.16% | +855+12.3% | Added |
| Close Asset Management Ltd | 7,930 | $932.0K | 0.02% | −105−1.3% | Reduced |
| Jefferies Financial Group Inc. | 7,930 | $933.1K | 0.01% | +7,930 | New |
| Intercapital, LLC | 8,000 | $941.4K | 0.41% | +8,000 | New |
| BluePath Capital Management, LLC | 8,020 | $943.8K | 0.52% | +139+1.8% | Added |
| CenterBook Partners LP | 8,026 | $944.4K | 0.05% | −62,329−88.6% | Reduced |
| RW Investment Management LLC | 8,050 | $947.2K | 0.08% | −200−2.4% | Reduced |
| 1620 Investment Advisors, Inc. | 8,070 | $949.7K | 0.59% | +2,826+53.9% | Added |
| Bailard, Inc. | 8,087 | $951.6K | 0.02% | +137+1.7% | Added |
| Investor's Fiduciary Advisor Network, LLC | 8,111 | $954.0K | 0.32% | +262+3.3% | Added |
| Walker Asset Management, LLC | 8,130 | $956.6K | 0.48% | +76+0.9% | Added |
| Lederer & Associates Investment Counsel | 8,135 | $957.0K | 0.63% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 8,144 | $958.3K | 0.37% | +357+4.6% | Added |
| Cox Capital Mgt LLC | 8,172 | $961.5K | 0.54% | +4,731+137.5% | Added |
| BIP Wealth, LLC | 8,173 | $961.7K | 0.03% | +2,354+40.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 8,184 | $963.0K | 0.22% | +753+10.1% | Added |
| Cravens & Co Advisors, LLC | 8,210 | $966.1K | 0.65% | −1,900−18.8% | Reduced |
| IFP Advisors, Inc | 8,282 | $974.5K | 0.02% | −371−4.3% | Reduced |
| Trust Asset Management LLC | 8,297 | $976.3K | 0.06% | +273+3.4% | Added |
| Ayrshire Capital Management LLC | 8,303 | $977.0K | 0.46% | −5,242−38.7% | Reduced |
| Vaughan David Investments LLC | 8,305 | $977.0K | 0.02% | −68−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 8,366 | $984.4K | 0.01% | +3,519+72.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,402 | $988.7K | 0.14% | +120+1.4% | Added |
| Richards, Merrill & Peterson, Inc. | 8,421 | $990.9K | 0.31% | −913−9.8% | Reduced |
| MONECO Advisors, LLC | 8,424 | $991.3K | 0.06% | −93−1.1% | Reduced |
| Quadrature Capital Ltd | 8,428 | $991.7K | 0.01% | −116,981−93.3% | Reduced |
| Whipplewood Advisors, LLC | 8,501 | $1.00M | 0.67% | +2,428+40.0% | Added |
| Kovitz Investment Group Partners, LLC | 8,528 | $1.00M | 0.02% | +1,787+26.5% | Added |
| CNB Bank | 8,615 | $1.01M | 0.40% | +2,212+34.5% | Added |
| Geneos Wealth Management Inc. | 8,640 | $1.02M | 0.02% | +2,611+43.3% | Added |
| Union Savings Bank | 8,654 | $1.02M | 0.41% | −131−1.5% | Reduced |
| First United Bank Trust | 8,690 | $1.02M | 0.29% | −1,793−17.1% | Reduced |
| Anchor Investment Management, LLC | 8,704 | $1.02M | 0.08% | +40.0% | Added |
| Pictet North America Advisors SA | 8,800 | $1.04M | 0.09% | 00.0% | Unchanged |