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
- 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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 4,259 | $501.1K | 0.04% | −466−9.9% | Reduced |
| Archer Investment Corp | 4,263 | $501.6K | 0.10% | +2,000+88.4% | Added |
| Soltis Investment Advisors LLC | 4,268 | $502.2K | 0.03% | +371+9.5% | Added |
| Panagora Asset Management Inc | 4,273 | $502.8K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,280 | $503.6K | 0.01% | +1,683+64.8% | Added |
| Optimize Financial Inc | 4,300 | $506.0K | 0.18% | −14−0.3% | Reduced |
| Sound Capital Solutions LLC | 4,300 | $506.0K | 0.12% | +4,300 | New |
| Bartlett & Co. Wealth Management LLC | 4,313 | $507.5K | 0.01% | +306+7.6% | Added |
| Riverview Capital Advisers, LLC | 4,337 | $510.3K | 0.15% | +46+1.1% | Added |
| WealthPLAN Partners, LLC | 4,355 | $512.5K | 0.10% | −3,528−44.8% | Reduced |
| Southland Equity Partners LLC | 4,356 | $512.6K | 0.09% | −4−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,363 | $513.4K | 0.17% | −473−9.8% | Reduced |
| Everpar Advisors LLC | 4,375 | $514.8K | 0.15% | +1,285+41.6% | Added |
| Gradient Capital Advisors, LLC | 4,390 | $516.6K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,411 | $519.0K | 0.03% | +2,232+102.4% | Added |
| Courier Capital LLC | 4,414 | $519.4K | 0.03% | +42+1.0% | Added |
| Parkside Financial Bank & Trust | 4,430 | $521.3K | 0.04% | +350+8.6% | Added |
| L2 Asset Management, LLC | 4,442 | $522.7K | 0.05% | +493+12.5% | Added |
| Payne Capital Management, LLC | 4,446 | $523.2K | 0.14% | +4,446 | New |
| South Plains Financial, Inc. | 4,452 | $523.9K | 0.28% | +725+19.5% | Added |
| Gridiron Partners, LLC | 4,454 | $524.1K | 0.28% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,459 | $524.7K | 0.03% | +38+0.9% | Added |
| McDonald Partners LLC | 4,464 | $525.3K | 0.13% | −200−4.3% | Reduced |
| Tableaux LLC | 4,498 | $529.3K | 0.22% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,500 | $529.5K | 0.28% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,513 | $531.0K | 0.01% | +334+8.0% | Added |
| Congress Park Capital LLC | 4,537 | $533.9K | 0.14% | +654+16.8% | Added |
| Guyasuta Investment Advisors Inc | 4,538 | $534.0K | 0.03% | −8,962−66.4% | Reduced |
| LVW Advisors, LLC | 4,551 | $535.5K | 0.05% | +210+4.8% | Added |
| Avestar Capital, LLC | 4,557 | $536.2K | 0.03% | +2,311+102.9% | Added |
| Forefront Wealth Partners, LLC | 4,561 | $536.7K | 0.17% | +238+5.5% | Added |
| Spirepoint Private Client, LLC | 4,562 | $536.8K | 0.04% | −801−14.9% | Reduced |
| Redwood Financial Network Corp | 4,577 | $538.6K | 0.30% | +167+3.8% | Added |
| 10Elms LLP | 4,584 | $539.4K | 0.23% | −1,886−29.1% | Reduced |
| TRUE Private Wealth Advisors | 4,609 | $542.3K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 4,615 | $543.0K | 0.02% | +2,262+96.1% | Added |
| Newman Dignan & Sheerar, Inc. | 4,624 | $544.1K | 0.10% | −990−17.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,639 | $545.9K | 0.03% | +220+5.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,662 | $548.3K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 4,661 | $548.5K | 0.00% | +4,661 | New |
| Advisory Research Inc | 4,667 | $549.2K | 0.05% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,670 | $549.5K | 0.03% | +672+16.8% | Added |
| Birinyi Associates Inc | 4,690 | $552.0K | 0.13% | +14+0.3% | Added |
| HighPoint Advisor Group LLC | 4,709 | $554.1K | 0.02% | +289+6.5% | Added |
| Forum Financial Management, LP | 4,716 | $554.9K | 0.01% | −309−6.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,765 | $560.7K | 0.14% | −235−4.7% | Reduced |
| Rockland Trust Co | 4,775 | $561.9K | 0.02% | −592−11.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4,782 | $562.7K | 0.40% | −160−3.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 4,785 | $563.1K | 0.19% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 4,787 | $563.3K | 0.31% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,801 | $564.9K | 0.08% | +142+3.0% | Added |
| WealthTrust Axiom LLC | 4,819 | $567.1K | 0.13% | +20.0% | Added |
| First Dallas Securities Inc. | 4,842 | $569.8K | 0.19% | −1,668−25.6% | Reduced |
| Kensington Investment Counsel, LLC | 4,849 | $570.6K | 0.25% | −200−4.0% | Reduced |
| Van Cleef Asset Management,Inc | 4,850 | $570.7K | 0.06% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,851 | $570.8K | 0.02% | −18−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,859 | $571.7K | 0.07% | −211−4.2% | Reduced |
| Essential Investment Partners LLC | 4,865 | $572.5K | 0.46% | −293−5.7% | Reduced |
| Chicago Trust Co NA | 4,874 | $573.5K | 0.08% | −1,613−24.9% | Reduced |
| Advyzon Investment Management, LLC | 4,904 | $577.1K | 0.04% | +531+12.1% | Added |
| Ullmann Financial Group, Inc. | 4,907 | $577.4K | 0.05% | +100+2.1% | Added |
| Cape Investment Advisory, Inc. | 4,909 | $577.6K | 0.15% | +1,373+38.8% | Added |
| Cassaday & Co Wealth Management LLC | 4,926 | $579.6K | 0.01% | −178−3.5% | Reduced |
| MFA Wealth Services | 4,944 | $581.8K | 0.35% | +652+15.2% | Added |
| Smithfield Trust Co | 4,944 | $582.0K | 0.02% | 00.0% | Unchanged |
| Broyhill Asset Management | 4,956 | $583.2K | 0.52% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 4,969 | $584.7K | 0.09% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 4,984 | $586.4K | 0.43% | +44+0.9% | Added |
| Arcus Capital Partners, LLC | 4,986 | $586.7K | 0.24% | 00.0% | Unchanged |
| Gross & Hartman Investments LLC | 5,016 | $590.2K | 0.26% | +669+15.4% | Added |
| Tannin Capital LLC | 5,032 | $592.1K | 0.39% | +1,584+45.9% | Added |
| Main Street Research LLC | 5,036 | $592.6K | 0.03% | −281−5.3% | Reduced |
| Gilman Hill Asset Management, LLC | 5,040 | $593.1K | 0.08% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,055 | $594.8K | 0.01% | −23−0.5% | Reduced |
| Forbes J M & Co LLP | 5,083 | $598.1K | 0.05% | −10.0% | Reduced |
| OMNI 360 Wealth, Inc. | 5,092 | $599.2K | 0.28% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,092 | $599.2K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 5,115 | $601.9K | 0.01% | −902−15.0% | Reduced |
| Fairscale Capital, LLC | 5,121 | $602.6K | 0.36% | −10.0% | Reduced |
| Wellspring Financial Advisors, LLC | 5,125 | $602.8K | 0.04% | −68−1.3% | Reduced |
| American National Bank | 5,158 | $606.9K | 0.05% | −4−0.1% | Reduced |
| IMA Wealth, Inc. | 5,169 | $608.2K | 0.04% | +3,652+240.7% | Added |
| Willner & Heller, LLC | 5,205 | $612.5K | 0.38% | +48+0.9% | Added |
| Cullen Investment Group, Ltd. | 5,212 | $613.3K | 0.07% | −106−2.0% | Reduced |
| Rare Wolf Capital LLC | 5,215 | $613.6K | 0.39% | +824+18.8% | Added |
| Mayfair Advisory Group, LLC | 4,738 | $615.9K | 0.19% | +347+7.9% | Added |
| Banque Cantonale Vaudoise | 5,239 | $616.0K | 0.02% | +3,022+136.3% | Added |
| Symphony Financial, Ltd. Co. | 5,358 | $616.6K | 0.07% | +1,872+53.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,261 | $619.1K | 0.15% | +575+12.3% | Added |
| HBK Sorce Advisory LLC | 4,556 | $619.7K | 0.01% | −48−1.0% | Reduced |
| Visionary Wealth Advisors | 5,275 | $620.8K | 0.02% | +66+1.3% | Added |
| Montecito Bank & Trust | 5,280 | $621.3K | 0.09% | +216+4.3% | Added |
| Focus Financial Network, Inc. | 5,283 | $621.6K | 0.02% | +209+4.1% | Added |
| Trace Wealth Advisors, LLC | 5,300 | $623.7K | 0.41% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 5,303 | $624.0K | 0.22% | −136−2.5% | Reduced |
| NBC Securities, Inc. | 5,307 | $624.5K | 0.04% | +27+0.5% | Added |
| Clear Creek Financial Management, LLC | 5,321 | $626.1K | 0.04% | +330+6.6% | Added |
| Texas Bank & Trust Co | 5,340 | $628.4K | 0.21% | −170−3.1% | Reduced |
| Baker Avenue Asset Management, LP | 5,353 | $629.9K | 0.01% | −195−3.5% | Reduced |
| Westover Capital Advisors, LLC | 5,373 | $632.2K | 0.11% | −1,576−22.7% | Reduced |