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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,141 | $1.55M | 0.02% | +684+5.5% | Added |
| Northside Capital Management, LLC | 13,118 | $1.54M | 0.13% | +18+0.1% | Added |
| Thoroughbred Financial Services, LLC | 13,112 | $1.54M | 0.07% | −893−6.4% | Reduced |
| Verity & Verity, LLC | 13,085 | $1.54M | 0.11% | +350+2.7% | Added |
| Old North State Trust, LLC | 13,075 | $1.54M | 0.79% | +1,602+14.0% | Added |
| Davidson Kahn Capital Management, LLC | 13,054 | $1.54M | 0.66% | −471−3.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,042 | $1.53M | 0.88% | +297+2.3% | Added |
| Harbor Capital Advisors, Inc. | 13,033 | $1.53M | 0.10% | +28+0.2% | Added |
| Sandy Cove Advisors, LLC | 12,956 | $1.52M | 0.38% | +360+2.9% | Added |
| Sowell Financial Services LLC | 12,954 | $1.52M | 0.05% | −424−3.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 12,811 | $1.51M | 0.11% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 12,777 | $1.50M | 0.59% | −139−1.1% | Reduced |
| RiverPark Advisors, LLC | 12,739 | $1.50M | 0.68% | −968−7.1% | Reduced |
| Capital City Trust Co | 12,666 | $1.49M | 0.31% | −1,285−9.2% | Reduced |
| Papamarkou Wellner Asset Management inc. | 12,897 | $1.48M | 0.93% | 00.0% | Unchanged |
| TCW Group Inc | 12,588 | $1.48M | 0.01% | +220+1.8% | Added |
| Calamos Wealth Management LLC | 12,578 | $1.48M | 0.04% | −1,360−9.8% | Reduced |
| RFG Advisory, LLC | 12,548 | $1.48M | 0.02% | +6,965+124.8% | Added |
| Adviser Investments LLC | 12,526 | $1.47M | 0.01% | +3,194+34.2% | Added |
| Rose Capital Advisors LLC | 12,484 | $1.47M | 0.79% | +12,484 | New |
| Twin Tree Management, LP | 12,460 | $1.47M | 0.23% | +12,460 | New |
| Brave Asset Management Inc | 12,419 | $1.46M | 0.31% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 12,372 | $1.46M | 0.39% | −198−1.6% | Reduced |
| Vontobel Holding Ltd. | 12,282 | $1.45M | 0.00% | −9,205−42.8% | Reduced |
| Brown Miller Wealth Management, LLC | 12,207 | $1.44M | 0.36% | +721+6.3% | Added |
| Spirit of America Management Corp | 12,200 | $1.44M | 0.27% | −3,800−23.8% | Reduced |
| Sagespring Wealth Partners, LLC | 12,197 | $1.44M | 0.02% | +1,796+17.3% | Added |
| Intrepid Financial Planning Group LLC | 12,178 | $1.43M | 0.49% | −125−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 12,086 | $1.42M | 0.04% | −24,901−67.3% | Reduced |
| Uniting Wealth Partners, LLC | 12,056 | $1.42M | 0.29% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 12,009 | $1.41M | 0.14% | 00.0% | Unchanged |
| Accel Wealth Management | 11,969 | $1.41M | 0.32% | −1,038−8.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,963 | $1.41M | 0.00% | −686−5.4% | Reduced |
| Angeles Wealth Management, LLC | 11,922 | $1.40M | 0.06% | −1,154−8.8% | Reduced |
| Fiduciary Trust Co | 11,903 | $1.40M | 0.02% | +93+0.8% | Added |
| Diversified Trust Co | 11,883 | $1.40M | 0.02% | +222+1.9% | Added |
| LMG Wealth Partners, LLC | 11,854 | $1.39M | 0.22% | +692+6.2% | Added |
| Matrix Private Capital Group LLC | 11,822 | $1.39M | 0.60% | +171+1.5% | Added |
| Smith, Moore & Co. | 11,780 | $1.39M | 0.09% | +135+1.2% | Added |
| Freestone Capital Holdings, LLC | 11,741 | $1.38M | 0.04% | +785+7.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 11,730 | $1.38M | 0.34% | +135+1.2% | Added |
| MidFirst Bank | 11,710 | $1.38M | 0.10% | +329+2.9% | Added |
| RMB Capital Management, LLC | 11,703 | $1.38M | 0.02% | +484+4.3% | Added |
| Inspire Trust Co, N.A. | 11,700 | $1.38M | 0.19% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 11,761 | $1.38M | 0.08% | −769−6.1% | Reduced |
| Curated Wealth Partners LLC | 11,666 | $1.37M | 0.16% | +384+3.4% | Added |
| Shay Capital LLC | 11,600 | $1.36M | 0.15% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.36M | 0.09% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,541 | $1.36M | 0.03% | −1,499−11.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 11,543 | $1.36M | 0.94% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,492 | $1.35M | 0.03% | −324−2.7% | Reduced |
| SFMG, LLC | 11,458 | $1.35M | 0.08% | +134+1.2% | Added |
| Fjell Capital, LLC | 11,398 | $1.34M | 0.91% | +638+5.9% | Added |
| Howland Capital Management LLC | 11,366 | $1.34M | 0.05% | −60,376−84.2% | Reduced |
| Aspen Grove Capital, LLC | 11,175 | $1.32M | 0.19% | +179+1.6% | Added |
| Insight Advisors, LLC | 11,161 | $1.31M | 0.23% | −304−2.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 11,144 | $1.31M | 0.48% | −219−1.9% | Reduced |
| Central Trust Co | 11,120 | $1.31M | 0.02% | −727−6.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,754 | $1.31M | 0.07% | +2,596+42.2% | Added |
| Hudson Valley Investment Advisors Inc | 11,104 | $1.31M | 0.16% | +17+0.2% | Added |
| Cordoba Advisory Partners LLC | 11,138 | $1.31M | 0.28% | −149−1.3% | Reduced |
| Nwam LLC | 11,041 | $1.30M | 0.06% | +2,950+36.5% | Added |
| King Luther Capital Management Corp | 11,036 | $1.30M | 0.01% | −610−5.2% | Reduced |
| Hills Bank & Trust Co | 11,027 | $1.30M | 0.06% | −1,317−10.7% | Reduced |
| Coldstream Capital Management Inc | 11,002 | $1.29M | 0.02% | +430+4.1% | Added |
| Ar Asset Management Inc | 11,000 | $1.29M | 0.24% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,892 | $1.28M | 0.20% | +8,987+471.8% | Added |
| Prosperity Consulting Group, LLC | 10,860 | $1.28M | 0.05% | −498−4.4% | Reduced |
| Viawealth, LLC | 10,839 | $1.28M | 0.64% | +2,099+24.0% | Added |
| Connecticut Wealth Management, LLC | 10,790 | $1.27M | 0.05% | −279−2.5% | Reduced |
| Cooper Financial Group | 10,783 | $1.27M | 0.11% | +741+7.4% | Added |
| Pittenger & Anderson Inc | 10,775 | $1.27M | 0.05% | −21,970−67.1% | Reduced |
| Cornerstone Planning, LLC | 10,756 | $1.27M | 0.29% | +169+1.6% | Added |
| NorthRock Partners, LLC | 10,712 | $1.26M | 0.02% | +2,944+37.9% | Added |
| Capital Analysts, LLC | 10,706 | $1.26M | 0.03% | +387+3.8% | Added |
| Boston Private Wealth LLC | 10,706 | $1.26M | 0.08% | +3,718+53.2% | Added |
| Parrish Capital LLC | 10,683 | $1.26M | 1.21% | −1,680−13.6% | Reduced |
| AlphaCore Capital LLC | 10,643 | $1.25M | 0.02% | +1,527+16.8% | Added |
| Fifth Third Wealth Advisors LLC | 10,595 | $1.25M | 0.03% | +1,214+12.9% | Added |
| Walter & Keenan Financial Consulting Co | 10,566 | $1.24M | 0.31% | −49−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 10,550 | $1.24M | 0.11% | −769−6.8% | Reduced |
| Anb Bank | 10,550 | $1.24M | 0.46% | −90−0.8% | Reduced |
| Lebenthal Global Advisors, LLC | 10,500 | $1.24M | 0.17% | +443+4.4% | Added |
| Dearborn Partners LLC | 10,494 | $1.23M | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,439 | $1.23M | 0.10% | −1,363−11.5% | Reduced |
| Marshall Financial Group LLC | 10,422 | $1.23M | 0.18% | +6,876+193.9% | Added |
| RiverFront Investment Group, LLC | 10,330 | $1.22M | 0.02% | +646+6.7% | Added |
| Avondale Wealth Management | 10,300 | $1.21M | 0.49% | +1,400+15.7% | Added |
| Signature Estate & Investment Advisors LLC | 10,267 | $1.21M | 0.02% | −2,502−19.6% | Reduced |
| Intrua Financial, LLC | 10,241 | $1.21M | 0.11% | −2,134−17.2% | Reduced |
| Heritage Investors Management Corp | 10,231 | $1.20M | 0.03% | −50−0.5% | Reduced |
| Gratus Wealth Advisors, LLC | 10,228 | $1.20M | 0.15% | +129+1.3% | Added |
| Gateway Investment Advisers LLC | 10,222 | $1.20M | 0.01% | −2,082−16.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 10,151 | $1.19M | 0.34% | −323−3.1% | Reduced |
| BBR Partners, LLC | 10,098 | $1.19M | 0.06% | +10.0% | Added |
| TBH Global Asset Management, LLC | 10,074 | $1.19M | 0.22% | +10.0% | Added |
| Eastern Bank | 10,064 | $1.18M | 0.02% | +661+7.0% | Added |
| Hollencrest Capital Management | 10,037 | $1.18M | 0.08% | +12+0.1% | Added |
| Zhang Financial LLC | 10,028 | $1.18M | 0.03% | −1,790−15.1% | Reduced |
| Morse Asset Management, Inc | 10,024 | $1.18M | 0.20% | −2,163−17.7% | Reduced |