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 |
|---|---|---|---|---|---|
| Wealth Alliance | 7,568 | $890.5K | 0.07% | +2,474+48.6% | Added |
| Haverford Trust Co | 7,562 | $889.8K | 0.01% | +1,010+15.4% | Added |
| Investment Partners Asset Management, Inc. | 7,506 | $883.2K | 0.49% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,500 | $882.5K | 0.41% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 7,465 | $878.4K | 0.13% | −350−4.5% | Reduced |
| Jeppson Wealth Management, LLC | 7,439 | $875.3K | 0.26% | +269+3.8% | Added |
| Mattern Wealth Management LLC | 7,437 | $875.1K | 0.14% | +5,225+236.2% | Added |
| Tower Trust & Investment Co | 7,436 | $874.9K | 0.53% | −779−9.5% | Reduced |
| YANKCOM Partnership | 7,433 | $874.6K | 0.31% | +563+8.2% | Added |
| Sound View Wealth Advisors Group, LLC | 7,423 | $873.5K | 0.05% | −614−7.6% | Reduced |
| MSH Capital Advisors LLC | 7,412 | $872.1K | 0.15% | +2,744+58.8% | Added |
| Northbridge Financial Group, LLC | 7,404 | $871.2K | 0.33% | +1,222+19.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,394 | $870.1K | 0.03% | −571−7.2% | Reduced |
| Warner Group LLC | 7,384 | $869.0K | 0.21% | +3,694+100.1% | Added |
| ATX Financial Planning, LLC | 7,383 | $868.8K | 0.57% | −7−0.1% | Reduced |
| AdvisorNet Financial, Inc | 7,373 | $867.5K | 0.04% | −781−9.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,371 | $867.3K | 0.04% | +1,137+18.2% | Added |
| Anchyra Partners LLC | 7,362 | $866.3K | 0.21% | +61+0.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 7,494 | $864.8K | 0.02% | +3,741+99.7% | Added |
| 17 Capital Partners, LLC | 7,345 | $864.3K | 0.39% | −556−7.0% | Reduced |
| Catalytic Wealth RIA, LLC | 7,342 | $863.9K | 0.05% | −51−0.7% | Reduced |
| NCM Capital Management, LLC | 7,323 | $861.7K | 0.27% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,319 | $861.2K | 0.04% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,300 | $859.0K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 7,291 | $857.9K | 0.23% | +2,411+49.4% | Added |
| Alteri Wealth LLC | 7,288 | $857.5K | 0.24% | −39−0.5% | Reduced |
| Segment Wealth Management, LLC | 7,268 | $855.2K | 0.04% | +1,013+16.2% | Added |
| LRI Investments, LLC | 7,265 | $854.9K | 0.07% | −23−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,228 | $850.5K | 0.01% | +1,456+25.2% | Added |
| Sippican Capital Advisors | 7,226 | $850.3K | 0.52% | +10.0% | Added |
| Leisure Capital Management | 7,210 | $848.4K | 0.26% | +105+1.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,166 | $843.3K | 0.09% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 7,308 | $839.5K | 0.01% | −4,819−39.7% | Reduced |
| Cannon Advisors, Inc. | 6,738 | $839.3K | 0.51% | −15,743−70.0% | Reduced |
| Fortis Capital Advisors, LLC | 7,125 | $838.4K | 0.09% | +2,310+48.0% | Added |
| Mangrove Partners | 7,090 | $834.3K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 7,070 | $831.9K | 0.01% | −46−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 7,070 | $831.9K | 0.07% | −1,050−12.9% | Reduced |
| Blueshift Asset Management, LLC | 7,050 | $829.6K | 0.19% | +4,006+131.6% | Added |
| Cigna Investments Inc | 7,010 | $825.0K | 0.11% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 6,996 | $823.2K | 0.41% | +207+3.0% | Added |
| Adelphi Trust Co | 6,978 | $821.1K | 0.54% | +2,207+46.3% | Added |
| Compass Financial Management LLC | 6,674 | $820.9K | 0.10% | +6,674 | New |
| Highland Capital Management, LLC | 6,970 | $820.2K | 0.04% | −105−1.5% | Reduced |
| Renaissance Investment Group LLC | 6,960 | $819.0K | 0.16% | −440−5.9% | Reduced |
| Tocqueville Asset Management L.P. | 6,959 | $818.9K | 0.01% | −207−2.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,958 | $818.9K | 0.22% | +418+6.4% | Added |
| Herold Advisors, Inc. | 6,876 | $810.0K | 0.16% | +261+3.9% | Added |
| Foguth Wealth Management, LLC. | 6,523 | $806.3K | 0.09% | +11+0.2% | Added |
| Meridian Wealth Advisors, LLC | 6,840 | $804.9K | 0.09% | +10.0% | Added |
| Naviter Wealth, LLC | 6,840 | $804.9K | 0.07% | +617+9.9% | Added |
| Schmidt P J Investment Management Inc | 6,836 | $804.4K | 0.13% | −224−3.2% | Reduced |
| Old Port Advisors | 6,815 | $801.9K | 0.16% | +356+5.5% | Added |
| Powell Investment Advisors, LLC | 6,800 | $800.2K | 0.25% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,787 | $798.6K | 0.16% | +531+8.5% | Added |
| Vision Retirement, LLC | 6,782 | $798.1K | 0.19% | −907−11.8% | Reduced |
| Empirical Finance, LLC | 6,778 | $797.6K | 0.03% | +1,061+18.6% | Added |
| Premier Path Wealth Partners, LLC | 6,730 | $791.9K | 0.09% | −206−3.0% | Reduced |
| Linscomb & Williams, Inc. | 6,708 | $789.3K | 0.03% | −4,124−38.1% | Reduced |
| Lewis Asset Management, LLC | 6,641 | $781.4K | 0.27% | −224−3.3% | Reduced |
| ELCO Management Co., LLC | 6,619 | $778.9K | 0.34% | −1,040−13.6% | Reduced |
| PKS Advisory Services, LLC | 6,615 | $778.5K | 0.12% | −5,108−43.6% | Reduced |
| Limestone Investment Advisors LP | 6,573 | $773.4K | 0.39% | −1,328−16.8% | Reduced |
| Pin Oak Investment Advisors Inc | 6,560 | $772.0K | 0.55% | +30.0% | Added |
| Ashton Thomas Securities, LLC | 6,536 | $768.0K | 0.11% | +993+17.9% | Added |
| United Advisor Group, LLC | 6,500 | $764.9K | 0.08% | +1,100+20.4% | Added |
| Legacy Capital Wealth Partners, LLC | 6,498 | $764.6K | 0.15% | +1,518+30.5% | Added |
| Sage Mountain Advisors LLC | 6,497 | $764.5K | 0.05% | +411+6.8% | Added |
| Sivia Capital Partners, LLC | 6,493 | $764.0K | 0.09% | +3,900+150.4% | Added |
| Curbstone Financial Management Corp | 6,466 | $760.9K | 0.13% | −260−3.9% | Reduced |
| Element Pointe Advisors, LLC | 6,456 | $759.7K | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,440 | $757.8K | 0.03% | +605+10.4% | Added |
| Per Stirling Capital Management, LLC. | 6,439 | $757.7K | 0.07% | +28+0.4% | Added |
| Pennsylvania Capital Management Inc | 6,437 | $757.4K | 0.19% | −354−5.2% | Reduced |
| Capital Markets Trading UK LLP | 6,433 | $757.0K | 0.54% | +1,822+39.5% | Added |
| Continuum Advisory, LLC | 6,433 | $757.0K | 0.06% | +50+0.8% | Added |
| First Pacific Financial | 6,426 | $756.1K | 0.09% | −101−1.5% | Reduced |
| Cullinan Associates Inc | 6,410 | $754.3K | 0.06% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 6,400 | $753.1K | 0.65% | +500+8.5% | Added |
| Ameritas Investment Partners, Inc. | 6,372 | $749.8K | 0.02% | −942−12.9% | Reduced |
| Quad-Cities Investment Group, LLC | 6,350 | $747.2K | 0.27% | +247+4.0% | Added |
| LCNB Corp | 6,320 | $743.7K | 0.23% | −60−0.9% | Reduced |
| U S Global Investors Inc | 6,300 | $741.3K | 0.07% | +6,300 | New |
| Aviance Capital Partners, LLC | 6,258 | $736.4K | 0.08% | −68−1.1% | Reduced |
| Excelsior Advisor Network LLC | 6,248 | $735.2K | 0.10% | +6,248 | New |
| Spinnaker Trust | 6,242 | $734.5K | 0.04% | −5,558−47.1% | Reduced |
| Profund Advisors LLC | 6,225 | $732.5K | 0.02% | −230−3.6% | Reduced |
| Sweeney & Michel, LLC | 5,330 | $730.9K | 0.19% | +37+0.7% | Added |
| Steinberganna Wealth Management | 6,204 | $730.1K | 0.30% | +57+0.9% | Added |
| MBL Wealth, LLC | 6,198 | $729.3K | 0.05% | −638−9.3% | Reduced |
| Thoma Capital Management LLC | 6,189 | $728.3K | 0.39% | +310+5.3% | Added |
| Ferguson Wellman Capital Management, Inc | 6,176 | $726.7K | 0.01% | +2,048+49.6% | Added |
| M3 Advisory Group, LLC | 6,174 | $726.4K | 0.38% | +115+1.9% | Added |
| Tyche Wealth Partners LLC | 6,155 | $724.3K | 0.10% | +97+1.6% | Added |
| First PREMIER Bank | 6,119 | $720.0K | 0.12% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 6,113 | $719.3K | 0.05% | −219−3.5% | Reduced |
| Davis R M Inc | 6,112 | $719.2K | 0.01% | −708−10.4% | Reduced |
| Erste Asset Management GmbH | 6,260 | $719.1K | 0.01% | +1,026+19.6% | Added |
| Cane Capital Partners, LLC | 6,098 | $717.6K | 0.29% | −200−3.2% | Reduced |
| Aspetuck Financial Management LLC | 6,083 | $715.8K | 0.42% | +1,178+24.0% | Added |