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, Q1 2024
Institutional positions in Blackstone Inc. as of Mar 31, 2024. 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
- 1,848
- +68 vs. Q4 2023
- Shares held
- 495.3M
- −6.32M (−1.3%) vs. Q4 2023
- Total value
- $64.9B
- −$664.3M (−1.0%) vs. Q4 2023
- New holders
- 166
- 716 more added
- Sold out
- 98
- 678 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 2 | $0 | 0.00% | −2,298−99.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| State of Wyoming | 2 | $263 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $394 | 0.00% | +3 | New |
| Sanctuary Wealth Management, L.L.C. | 5 | $657 | 0.00% | −100−95.2% | Reduced |
| Laurel Wealth Advisors LLC | 7 | $920 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7 | $920 | 0.00% | +7 | New |
| NVWM, LLC | 9 | $1.18K | 0.00% | +9 | New |
| Quest Partners LLC | 10 | $1.31K | 0.00% | +10 | New |
| ORG Partners LLC | 11 | $1.46K | 0.00% | −1,340−99.2% | Reduced |
| Rakuten Securities, Inc. | 12 | $1.58K | 0.00% | −16−57.1% | Reduced |
| Palisade Asset Management, LLC | 12 | $1.58K | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 16 | $2.10K | 0.00% | +8+100.0% | Added |
| Cape Investment Advisory, Inc. | 16 | $2.10K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 18 | $2.37K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 18 | $2.52K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 20 | $2.63K | 0.00% | +14+233.3% | Added |
| HighMark Wealth Management LLC | 22 | $2.89K | 0.00% | +14+175.0% | Added |
| HBC Financial Services, PLLC | 30 | $3.00K | 0.00% | −20−40.0% | Reduced |
| Financial Management Professionals, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 24 | $3.15K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 28 | $3.68K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $3.78K | 0.00% | +13+68.4% | Added |
| Global Assets Advisory, LLC | 495,167 | $3.78K | 0.17% | +495,167 | New |
| Pacific Center for Financial Services | 29 | $3.81K | 0.00% | +29 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $4.00K | 0.00% | −83−70.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 33 | $4.33K | 0.00% | +10+43.5% | Added |
| PayPay Securities Corp | 34 | $4.47K | 0.22% | −2−5.6% | Reduced |
| Archer Investment Corp | 36 | $4.73K | 0.00% | +12+50.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 40 | $5.24K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 43 | $5.63K | 0.00% | +1+2.4% | Added |
| Credential Qtrade Securities Inc. | 50 | $6.57K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $6.57K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $7.00K | 0.00% | −3,486−98.3% | Reduced |
| Avion Wealth | 47 | $7.00K | 0.00% | −4−7.8% | Reduced |
| Wiser Advisor Group LLC | 61 | $8.06K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 71 | $8.54K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $8.67K | 0.00% | 00.0% | Unchanged |
| American National Bank | 73 | $9.59K | 0.00% | −10−12.0% | Reduced |
| Evolution Advisers, Inc. | 85 | $12.0K | 0.01% | −15−15.0% | Reduced |
| Winch Advisory Services, LLC | 92 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $13.1K | 0.01% | −15−13.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $14.3K | 0.01% | +1+0.9% | Added |
| NCP Inc. | 110 | $14.3K | 0.01% | +110 | New |
| Toth Financial Advisory Corp | 110 | $14.5K | 0.00% | +110 | New |
| Raffa Wealth Management, LLC | 119 | $15.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 119 | $15.6K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 120 | $15.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 120 | $15.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 123 | $16.2K | 0.00% | +75+156.3% | Added |
| Indiana Trust & Investment Management CO | 125 | $16.4K | 0.01% | +125 | New |
| Guardian Wealth Management, Inc. | 126 | $16.5K | 0.01% | +1+0.8% | Added |
| Valued Wealth Advisors LLC | 127 | $16.7K | 0.01% | +1+0.8% | Added |
| Stephenson National Bank & Trust | 140 | $18.4K | 0.01% | +140 | New |
| Prestige Wealth Management Group LLC | 142 | $18.7K | 0.00% | −2,129−93.7% | Reduced |
| Park Place Capital Corp | 146 | $19.2K | 0.01% | −345−70.3% | Reduced |
| Halpern Financial, Inc. | 152 | $19.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 158 | $20.8K | 0.01% | +34+27.4% | Added |
| CGC Financial Services, LLC | 162 | $21.3K | 0.01% | +162 | New |
| Meeder Asset Management Inc | 170 | $22.3K | 0.00% | +170 | New |
| Belmont Capital, LLC | 171 | $22.5K | 0.01% | +1+0.6% | Added |
| Redmont Wealth Advisors LLC | 173 | $22.7K | 0.03% | +173 | New |
| Hazlett, Burt & Watson, Inc. | 175 | $23.0K | 0.01% | +156+821.1% | Added |
| Family CFO Inc | 184 | $24.2K | 0.01% | −100−35.2% | Reduced |
| TFC Financial Management | 194 | $25.5K | 0.00% | −49−20.2% | Reduced |
| Bell Investment Advisors, Inc | 198 | $26.0K | 0.01% | +4+2.1% | Added |
| Chilton Capital Management LLC | 199 | $26.1K | 0.00% | +199 | New |
| Raleigh Capital Management Inc. | 205 | $26.9K | 0.01% | +130+173.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 207 | $27.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 207 | $27.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 210 | $27.6K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 210 | $28.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 213 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 217 | $29.0K | 0.03% | −100−31.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 222 | $29.2K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 223 | $29.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 228 | $30.0K | 0.00% | +7+3.2% | Added |
| Zions Bancorporation, N.A. | 230 | $30.2K | 0.00% | −10−4.2% | Reduced |
| Advantage Trust Co | 230 | $30.2K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 231 | $30.3K | 0.02% | +131+131.0% | Added |
| Clean Yield Group | 234 | $30.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 234 | $30.8K | 0.00% | +1+0.4% | Added |
| Castleview Partners, LLC | 237 | $31.1K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 246 | $32.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $32.8K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 250 | $33.0K | 0.02% | −1−0.4% | Reduced |
| Core Wealth Advisors, Inc. | 265 | $34.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 280 | $36.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 284 | $37.0K | 0.01% | −267−48.5% | Reduced |
| WFA Asset Management Corp | 290 | $38.1K | 0.02% | +3+1.0% | Added |
| Plato Investment Management Ltd | 291 | $38.2K | 0.00% | −7−2.3% | Reduced |
| Arrow Financial Corp | 300 | $39.4K | 0.00% | 00.0% | Unchanged |