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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 3,911 | $460.2K | 0.07% | −32−0.8% | Reduced |
| Excalibur Management Corp | 3,910 | $460.1K | 0.15% | +9+0.2% | Added |
| YHB Investment Advisors, Inc. | 3,910 | $460.1K | 0.03% | −357−8.4% | Reduced |
| Zacks Investment Management | 3,901 | $459.1K | 0.00% | +2,095+116.0% | Added |
| Ames National Corp | 3,900 | $458.9K | 0.25% | 00.0% | Unchanged |
| McMillan Office, Inc. | 3,900 | $458.9K | 0.05% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 3,888 | $457.6K | 0.25% | +686+21.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,883 | $456.9K | 0.04% | +657+20.4% | Added |
| Groupama Asset Managment | 3,962 | $455.2K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,862 | $454.4K | 0.03% | +226+6.2% | Added |
| Fiduciary Family Office, LLC | 3,857 | $453.9K | 0.11% | +47+1.2% | Added |
| BankPlus Wealth Management LLC | 3,854 | $453.3K | 0.20% | +233+6.4% | Added |
| Perkins Coie Trust Co | 3,843 | $452.2K | 0.07% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 3,824 | $450.0K | 0.33% | +735+23.8% | Added |
| Bigelow Investment Advisors, LLC | 3,808 | $448.1K | 0.16% | +180+5.0% | Added |
| Kathmere Capital Management, LLC | 3,784 | $445.3K | 0.02% | +1,394+58.3% | Added |
| Plotkin Financial Advisors, LLC | 3,779 | $444.7K | 0.18% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 3,768 | $443.3K | 0.07% | +3,768 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,750 | $441.3K | 0.00% | 00.0% | Unchanged |
| 71 West Capital Partners | 3,750 | $441.3K | 0.02% | +1,244+49.6% | Added |
| Catalyst Funds Management Pty Ltd | 3,735 | $439.5K | 0.02% | +3,735 | New |
| Valmark Advisers, Inc. | 3,725 | $438.4K | 0.00% | +6+0.2% | Added |
| Disciplined Investors, L.L.C. | 3,722 | $438.0K | 0.22% | −700−15.8% | Reduced |
| Zions Bancorporation, National Association | 3,716 | $437.3K | 0.03% | +2,584+228.3% | Added |
| Galvin, Gaustad & Stein, LLC | 3,710 | $436.6K | 0.03% | −715−16.2% | Reduced |
| Sapient Capital LLC | 3,705 | $436.0K | 0.01% | −1,317−26.2% | Reduced |
| Hodges Capital Management Inc. | 3,700 | $435.4K | 0.03% | −50−1.3% | Reduced |
| CRA Financial Services, LLC | 3,692 | $434.4K | 0.05% | +144+4.1% | Added |
| Paradigm Financial Partners, LLC | 3,680 | $433.0K | 0.04% | +3,680 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,679 | $432.9K | 0.12% | +184+5.3% | Added |
| Partners Capital Investment Group, LLP | 3,677 | $432.7K | 0.02% | +3+0.1% | Added |
| Heartland Bank & Trust Co | 3,641 | $428.4K | 0.09% | −50−1.4% | Reduced |
| Valued Retirements, Inc. | 3,611 | $424.9K | 0.38% | 00.0% | Unchanged |
| Park National Corp | 3,578 | $421.0K | 0.01% | −101−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,563 | $419.3K | 0.04% | −3,009−45.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,558 | $418.7K | 0.02% | −873−19.7% | Reduced |
| Autumn Glory Partners, LLC | 3,545 | $417.1K | 0.12% | +1,204+51.4% | Added |
| Aspiriant, LLC | 3,541 | $416.7K | 0.01% | +541+18.0% | Added |
| Hudson Bay Capital Management LP | 3,530 | $415.4K | 0.00% | +3,530 | New |
| First Horizon Corp | 3,526 | $414.9K | 0.02% | +901+34.3% | Added |
| Boston Family Office LLC | 3,516 | $414.0K | 0.03% | −125−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 3,511 | $413.2K | 0.05% | −4,217−54.6% | Reduced |
| SBI Securities Co., Ltd. | 3,511 | $413.1K | 0.01% | +412+13.3% | Added |
| Select Asset Management & Trust | 3,511 | $413.0K | 0.12% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 3,494 | $411.1K | 0.03% | −384−9.9% | Reduced |
| XTX Topco Ltd | 3,485 | $410.1K | 0.01% | −20,893−85.7% | Reduced |
| Castle Rock Wealth Management, LLC | 3,417 | $408.5K | 0.08% | −63−1.8% | Reduced |
| Doliver Advisors, LP | 3,470 | $408.3K | 0.09% | −147−4.1% | Reduced |
| Bernardo Wealth Planning LLC | 3,466 | $407.9K | 0.07% | +138+4.1% | Added |
| Townsend Asset Management Corp | 3,458 | $406.9K | 0.13% | +3+0.1% | Added |
| NorthStar Asset Management LLC | 3,447 | $405.6K | 0.16% | −65−1.9% | Reduced |
| Flagship Wealth Advisors, LLC | 3,446 | $405.5K | 0.09% | +1,924+126.4% | Added |
| Stonebridge Capital Advisors LLC | 3,434 | $404.1K | 0.03% | +186+5.7% | Added |
| Prescott Group Capital Management, L.L.C. | 3,433 | $404.0K | 0.03% | +493+16.8% | Added |
| George Kaiser Family Foundation | 3,433 | $404.0K | 0.04% | +493+16.8% | Added |
| Hilton Head Capital Partners, LLC | 3,431 | $403.8K | 0.20% | −100−2.8% | Reduced |
| Tandem Investment Advisors, Inc. | 3,422 | $402.7K | 0.03% | −88−2.5% | Reduced |
| Donaldson Capital Management, LLC | 3,420 | $402.4K | 0.01% | +3,420 | New |
| Carl P. Sherr & Co., LLC | 3,415 | $401.8K | 0.17% | +1,153+51.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 3,409 | $401.1K | 0.17% | +718+26.7% | Added |
| WNY Asset Management, LLC | 3,406 | $400.7K | 0.04% | −280−7.6% | Reduced |
| Marino, Stram & Associates LLC | 3,398 | $399.8K | 0.06% | +6+0.2% | Added |
| Keel Point, LLC | 3,396 | $399.6K | 0.02% | +786+30.1% | Added |
| Smart Money Group LLC | 3,391 | $399.0K | 0.10% | −74−2.1% | Reduced |
| Venturi Wealth Management, LLC | 3,378 | $397.5K | 0.02% | +205+6.5% | Added |
| Worth Financial Advisory Group, LLC | 3,373 | $396.9K | 0.17% | +3,208+1,944.2% | Added |
| Presidio Capital Management, LLC | 3,368 | $396.3K | 0.10% | +159+5.0% | Added |
| Verus Capital Partners, LLC | 3,354 | $394.7K | 0.02% | −155−4.4% | Reduced |
| LeClair Wealth Partners LLC | 3,353 | $394.6K | 0.20% | +3,353 | New |
| PCM Encore, LLC | 3,351 | $394.3K | 0.07% | −94−2.7% | Reduced |
| Legacy Edge Advisors, LLC | 3,348 | $394.0K | 0.04% | −45−1.3% | Reduced |
| Kestra Investment Management, LLC | 3,343 | $393.4K | 0.01% | +1,091+48.4% | Added |
| WBH Advisory Inc | 3,340 | $393.0K | 0.03% | +8+0.2% | Added |
| Armstrong Advisory Group, Inc | 3,317 | $390.3K | 0.02% | +6+0.2% | Added |
| Clark Capital Management Group, Inc. | 3,307 | $389.1K | 0.00% | −439−11.7% | Reduced |
| Ameriflex Group, Inc. | 3,304 | $388.8K | 0.16% | −199−5.7% | Reduced |
| T3 Companies, LLC | 3,300 | $388.3K | 0.44% | +3,300 | New |
| Claro Advisors LLC | 3,299 | $388.2K | 0.04% | +145+4.6% | Added |
| Ponta Wealth Partners, LLC | 3,290 | $387.1K | 0.21% | −332−9.2% | Reduced |
| Lantz Financial LLC | 3,290 | $387.1K | 0.07% | −24−0.7% | Reduced |
| Gryphon Financial Partners LLC | 3,282 | $386.2K | 0.03% | +24+0.7% | Added |
| LOM Asset Management Ltd | 3,279 | $385.8K | 0.10% | −1,576−32.5% | Reduced |
| Fundamentun, LLC | 3,260 | $383.6K | 0.01% | −92−2.7% | Reduced |
| Equitable Trust Co | 3,259 | $383.5K | 0.02% | +12+0.4% | Added |
| TCI Wealth Advisors, Inc. | 3,258 | $383.4K | 0.02% | −1,085−25.0% | Reduced |
| IVC Wealth Advisors LLC | 3,243 | $381.6K | 0.15% | +39+1.2% | Added |
| Fortis Advisors, LLC | 3,234 | $380.5K | 0.18% | +3,234 | New |
| New Republic Capital, LLC | 3,232 | $380.3K | 0.09% | +3,232 | New |
| CoreCap Advisors, LLC | 3,219 | $378.8K | 0.01% | +58+1.8% | Added |
| Circle Wealth Management, LLC | 3,211 | $377.8K | 0.00% | +28+0.9% | Added |
| Atwood & Palmer Inc | 3,209 | $377.6K | 0.02% | +29+0.9% | Added |
| SOA Wealth Advisors, LLC. | 3,207 | $377.4K | 0.06% | +230+7.7% | Added |
| Wealth Alliance Advisory Group, LLC | 3,196 | $376.1K | 0.05% | +4+0.1% | Added |
| Los Angeles Capital Management LLC | 3,194 | $375.8K | 0.00% | −18,269−85.1% | Reduced |
| CM Wealth Advisors LLC | 3,191 | $375.5K | 0.07% | −325−9.2% | Reduced |
| Nadler Financial Group, Inc. | 3,189 | $375.2K | 0.03% | −36−1.1% | Reduced |
| Capital Advisors, Ltd. LLC | 3,191 | $375.0K | 0.04% | +446+16.2% | Added |
| Banco Santander, S.A. | 3,185 | $374.8K | 0.00% | −34,722−91.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,181 | $374.3K | 0.01% | +21+0.7% | Added |
| TMB Capital Partners, LLC | 3,179 | $374.0K | 0.12% | +16+0.5% | Added |