Blackstone Inc. (BX) — Institutional Holders, Q2 2026 (page 15)
2,170 institutional investment managers reported a BX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $63.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,401 to 1,500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BX 13F holders ranked 1,401–1,500 of 2,170
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Topsail Wealth Management#1401 · 3,955 sh | 3,955 | $465.4K | 0.06% | +0.3% |
| 1402 | Nelson, Van Denburg & Campbell Wealth Management Group#1402 · 3,953 sh | 3,953 | $465.2K | — | -20.5% |
| 1403 | San Luis Wealth Advisors#1403 · 3,948 sh | 3,948 | $464.6K | — | -11.1% |
| 1404 | SageView Advisory Group#1404 · 3,938 sh | 3,938 | $463.4K | 0.02% | -0.9% |
| 1405 | SILVIA MCCOLL WEALTH MANAGEMENT#1405 · 3,919 sh | 3,919 | $461.1K | — | -2.2% |
| 1406 | Triumph Capital Management#1406 · 3,915 sh | 3,915 | $460.7K | — | +8.3% |
| 1407 | Quotient Wealth Partners#1407 · 3,913 sh | 3,913 | $460.4K | 0.01% | +21.6% |
| 1408 | Sovereign Financial Group#1408 · 3,911 sh | 3,911 | $460.2K | 0.07% | -0.8% |
| 1409 | EXCALIBUR MANAGEMENT#1409 · 3,910 sh | 3,910 | $460.1K | 0.15% | +0.2% |
| 1410 | YHB Investment Advisors#1410 · 3,910 sh | 3,910 | $460.1K | — | -8.4% |
| 1411 | ZACKS INVESTMENT MANAGEMENT#1411 · 3,901 sh | 3,901 | $459.1K | <0.01% | +116.0% |
| 1412 | AMES NATIONAL#1412 · 3,900 sh | 3,900 | $458.9K | 0.25% | 0.0% |
| 1413 | McMillan Office#1413 · 3,900 sh | 3,900 | $458.9K | 0.05% | 0.0% |
| 1414 | HOWARD FINANCIAL SERVICES, LTD.#1414 · 3,896 sh | 3,896 | $458.5K | — | +95.9% |
| 1415 | Clearwave Capital#1415 · 3,888 sh | 3,888 | $457.6K | — | +21.4% |
| 1416 | Pinnacle Wealth Planning Services#1416 · 3,883 sh | 3,883 | $456.9K | — | +20.4% |
| 1417 | GROUPAMA ASSET MANAGMENT#1417 · 3,962 sh | 3,962 | $455.2K | <0.01% | 0.0% |
| 1418 | Advisor OS#1418 · 3,862 sh | 3,862 | $454.4K | 0.03% | +6.2% |
| 1419 | FIDUCIARY FAMILY OFFICE#1419 · 3,857 sh | 3,857 | $453.9K | 0.11% | +1.2% |
| 1420 | BankPlus Wealth Management#1420 · 3,854 sh | 3,854 | $453.3K | — | +6.4% |
| 1421 | Perkins Coie#1421 · 3,843 sh | 3,843 | $452.2K | — | 0.0% |
| 1422 | Valtrion Capital Management#1422 · 3,824 sh | 3,824 | $450.0K | 0.33% | +23.8% |
| 1423 | Bigelow Investment Advisors#1423 · 3,808 sh | 3,808 | $448.1K | — | +5.0% |
| 1424 | Kathmere Capital Management#1424 · 3,784 sh | 3,784 | $445.3K | — | +58.3% |
| 1425 | Plotkin Financial Advisors#1425 · 3,779 sh | 3,779 | $444.7K | 0.18% | 0.0% |
| 1426 | PRECEDENT WEALTH PARTNERS#1426 · 3,768 sh | 3,768 | $443.3K | — | New |
| 1427 | 71 West Capital Partners#1427 · 3,750 sh | 3,750 | $441.3K | 0.02% | +49.6% |
| 1428 | HARRIS ASSOCIATES L P#1428 · 3,750 sh | 3,750 | $441.3K | <0.01% | 0.0% |
| 1429 | Catalyst Funds Management Pty Ltd#1429 · 3,735 sh | 3,735 | $439.5K | 0.02% | New |
| 1430 | Valmark Advisers#1430 · 3,725 sh | 3,725 | $438.4K | <0.01% | +0.2% |
| 1431 | Disciplined Investors, L.L.C.#1431 · 3,722 sh | 3,722 | $438.0K | 0.22% | -15.8% |
| 1432 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1432 · 3,716 sh | 3,716 | $437.3K | 0.03% | +228.3% |
| 1433 | Galvin, Gaustad & Stein#1433 · 3,710 sh | 3,710 | $436.6K | — | -16.2% |
| 1434 | SAPIENT CAPITAL#1434 · 3,705 sh | 3,705 | $436.0K | — | -26.2% |
| 1435 | Hodges Capital Management#1435 · 3,700 sh | 3,700 | $435.4K | 0.03% | -1.3% |
| 1436 | CRA Financial Services#1436 · 3,692 sh | 3,692 | $434.4K | — | +4.1% |
| 1437 | Trivium Point Advisory#1437 · 3,680 sh | 3,680 | $433.0K | 0.04% | New |
| 1438 | Hutchens & Kramer Investment Management Group#1438 · 3,679 sh | 3,679 | $432.9K | — | +5.3% |
| 1439 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#1439 · 3,677 sh | 3,677 | $432.7K | 0.02% | +0.1% |
| 1440 | Heartland Bank#1440 · 3,641 sh | 3,641 | $428.4K | 0.09% | -1.4% |
| 1441 | Valued Retirements#1441 · 3,611 sh | 3,611 | $424.9K | 0.38% | 0.0% |
| 1442 | PARK NATIONAL#1442 · 3,578 sh | 3,578 | $421.0K | — | -2.7% |
| 1443 | Patriot Financial Group Insurance Agency#1443 · 3,563 sh | 3,563 | $419.3K | — | -45.8% |
| 1444 | Meiji Yasuda Asset Management Ltd.#1444 · 3,558 sh | 3,558 | $418.7K | 0.02% | -19.7% |
| 1445 | Autumn Glory Partners#1445 · 3,545 sh | 3,545 | $417.1K | — | +51.4% |
| 1446 | ASPIRIANT#1446 · 3,541 sh | 3,541 | $416.7K | — | +18.0% |
| 1447 | Hudson Bay Capital Management#1447 · 3,530 sh | 3,530 | $415.4K | <0.01% | New |
| 1448 | FIRST HORIZON NATIONAL#1448 · 3,526 sh | 3,526 | $414.9K | — | +34.3% |
| 1449 | BOSTON FAMILY OFFICE#1449 · 3,516 sh | 3,516 | $414.0K | 0.03% | -3.4% |
| 1450 | SeaCrest Wealth Management#1450 · 3,511 sh | 3,511 | $413.2K | — | -54.6% |
| 1451 | SBI Securities , Ltd.#1451 · 3,511 sh | 3,511 | $413.1K | — | +13.3% |
| 1452 | Select Asset Management#1452 · 3,511 sh | 3,511 | $413.0K | 0.12% | 0.0% |
| 1453 | GODSEY & GIBB#1453 · 3,494 sh | 3,494 | $411.1K | — | -9.9% |
| 1454 | XTX Topco Ltd#1454 · 3,485 sh | 3,485 | $410.1K | <0.01% | -85.7% |
| 1455 | Castle Rock Wealth Management#1455 · 3,417 sh | 3,417 | $408.5K | — | -1.8% |
| 1456 | DOLIVER ADVISORS#1456 · 3,470 sh | 3,470 | $408.3K | — | -4.1% |
| 1457 | Bernardo Wealth Planning#1457 · 3,466 sh | 3,466 | $407.9K | — | +4.1% |
| 1458 | TOWNSEND ASSET MANAGEMENT /NC#1458 · 3,458 sh | 3,458 | $406.9K | 0.13% | +0.1% |
| 1459 | NorthStar Asset Management#1459 · 3,447 sh | 3,447 | $405.6K | 0.16% | -1.9% |
| 1460 | FLAGSHIP WEALTH ADVISORS#1460 · 3,446 sh | 3,446 | $405.5K | 0.09% | +126.4% |
| 1461 | Stonebridge Capital Advisors#1461 · 3,434 sh | 3,434 | $404.1K | 0.03% | +5.7% |
| 1462 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#1462 · 3,433 sh | 3,433 | $404.0K | 0.03% | +16.8% |
| 1463 | GEORGE KAISER FAMILY FOUNDATION#1463 · 3,433 sh | 3,433 | $404.0K | 0.04% | +16.8% |
| 1464 | Hilton Head Capital Partners#1464 · 3,431 sh | 3,431 | $403.8K | — | -2.8% |
| 1465 | Tandem Investment Advisors#1465 · 3,422 sh | 3,422 | $402.7K | 0.03% | -2.5% |
| 1466 | DONALDSON CAPITAL MANAGEMENT#1466 · 3,420 sh | 3,420 | $402.4K | 0.01% | New |
| 1467 | Carl P. Sherr#1467 · 3,415 sh | 3,415 | $401.8K | 0.17% | +51.0% |
| 1468 | Walser Wealth Management Company, A Ltd Liability#1468 · 3,409 sh | 3,409 | $401.1K | — | +26.7% |
| 1469 | WNY Asset Management#1469 · 3,406 sh | 3,406 | $400.7K | 0.04% | -7.6% |
| 1470 | MARINO, STRAM & ASSOCIATES#1470 · 3,398 sh | 3,398 | $399.8K | — | +0.2% |
| 1471 | Keel Point#1471 · 3,396 sh | 3,396 | $399.6K | 0.02% | +30.1% |
| 1472 | Smart Money Group#1472 · 3,391 sh | 3,391 | $399.0K | 0.10% | -2.1% |
| 1473 | Venturi Wealth Management#1473 · 3,378 sh | 3,378 | $397.5K | 0.02% | +6.5% |
| 1474 | Worth Financial Advisory Group#1474 · 3,373 sh | 3,373 | $396.9K | — | +1944.2% |
| 1475 | Presidio Capital Management#1475 · 3,368 sh | 3,368 | $396.3K | 0.10% | +5.0% |
| 1476 | VERUS CAPITAL PARTNERS#1476 · 3,354 sh | 3,354 | $394.7K | 0.02% | -4.4% |
| 1477 | LeClair Wealth Partners#1477 · 3,353 sh | 3,353 | $394.6K | 0.20% | New |
| 1478 | PCM Encore#1478 · 3,351 sh | 3,351 | $394.3K | 0.07% | -2.7% |
| 1479 | Legacy Edge Advisors#1479 · 3,348 sh | 3,348 | $394.0K | 0.04% | -1.3% |
| 1480 | Kestra Investment Management#1480 · 3,343 sh | 3,343 | $393.4K | <0.01% | +48.4% |
| 1481 | WBH ADVISORY#1481 · 3,340 sh | 3,340 | $393.0K | 0.03% | +0.2% |
| 1482 | ARMSTRONG ADVISORY GROUP#1482 · 3,317 sh | 3,317 | $390.3K | — | +0.2% |
| 1483 | Clark Capital Management Group#1483 · 3,307 sh | 3,307 | $389.1K | <0.01% | -11.7% |
| 1484 | AMERIFLEX GROUP#1484 · 3,304 sh | 3,304 | $388.8K | 0.16% | -5.7% |
| 1485 | T3 Companies#1485 · 3,300 sh | 3,300 | $388.3K | — | New |
| 1486 | Claro Advisors#1486 · 3,299 sh | 3,299 | $388.2K | 0.04% | +4.6% |
| 1487 | Ponta Wealth Partners#1487 · 3,290 sh | 3,290 | $387.1K | 0.21% | -9.2% |
| 1488 | Lantz Financial#1488 · 3,290 sh | 3,290 | $387.1K | — | -0.7% |
| 1489 | Gryphon Financial Partners#1489 · 3,282 sh | 3,282 | $386.2K | 0.03% | +0.7% |
| 1490 | LOM Asset Management Ltd#1490 · 3,279 sh | 3,279 | $385.8K | 0.10% | -32.5% |
| 1491 | Stratos Investment Management#1491 · 3,260 sh | 3,260 | $383.6K | 0.01% | -2.7% |
| 1492 | EQUITABLE#1492 · 3,259 sh | 3,259 | $383.5K | — | +0.4% |
| 1493 | TCI Wealth Advisors#1493 · 3,258 sh | 3,258 | $383.4K | 0.02% | -25.0% |
| 1494 | IVC Wealth Advisors#1494 · 3,243 sh | 3,243 | $381.6K | — | +1.2% |
| 1495 | Fortis Advisors#1495 · 3,234 sh | 3,234 | $380.5K | 0.18% | New |
| 1496 | New Republic Capital#1496 · 3,232 sh | 3,232 | $380.3K | 0.09% | New |
| 1497 | CoreCap Advisors#1497 · 3,219 sh | 3,219 | $378.8K | — | +1.8% |
| 1498 | Circle Wealth Management#1498 · 3,211 sh | 3,211 | $377.8K | <0.01% | +0.9% |
| 1499 | ATWOOD & PALMER#1499 · 3,209 sh | 3,209 | $377.6K | — | +0.9% |
| 1500 | SOA Wealth Advisors#1500 · 3,207 sh | 3,207 | $377.4K | 0.06% | +7.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.