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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 8,133 | $1.07M | 0.04% | −1,547−16.0% | Reduced |
| Forum Financial Management, LP | 8,183 | $1.08M | 0.02% | +173+2.2% | Added |
| MidWestOne Financial Group, Inc. | 8,200 | $1.08M | 0.19% | +48+0.6% | Added |
| Union Savings Bank | 8,234 | $1.08M | 0.57% | −287−3.4% | Reduced |
| Litman Gregory Asset Management LLC | 8,250 | $1.08M | 0.10% | −2,300−21.8% | Reduced |
| Prosperity Consulting Group, LLC | 8,264 | $1.09M | 0.14% | +630+8.3% | Added |
| Ameritas Investment Partners, Inc. | 8,281 | $1.09M | 0.04% | −115−1.4% | Reduced |
| Trust Asset Management LLC | 8,305 | $1.09M | 0.10% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,287 | $1.09M | 0.06% | +75+0.9% | Added |
| Brookstone Capital Management | 8,332 | $1.09M | 0.02% | +2,417+40.9% | Added |
| Mayflower Financial Advisors, LLC | 8,362 | $1.10M | 0.18% | −521−5.9% | Reduced |
| Strategic Blueprint, LLC | 8,375 | $1.10M | 0.08% | +110+1.3% | Added |
| LMG Wealth Partners, LLC | 8,405 | $1.10M | 0.28% | +280+3.4% | Added |
| Bank Hapoalim BM | 8,418 | $1.11M | 0.14% | −2,132−20.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.12M | 0.40% | 00.0% | Unchanged |
| Apexium Financial, LP | 8,529 | $1.12M | 0.08% | −420−4.7% | Reduced |
| Cornerstone National Bank & Trust Co | 8,535 | $1.12M | 0.57% | −199−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $1.13M | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 8,625 | $1.13M | 0.05% | −96−1.1% | Reduced |
| EPG Wealth Management LLC | 8,640 | $1.14M | 0.28% | +314+3.8% | Added |
| Harmony Asset Management LLC | 8,648 | $1.14M | 0.47% | +450+5.5% | Added |
| FRG Family Wealth Advisors LLC | 9,804 | $1.14M | 0.22% | +20.0% | Added |
| Nicolet Bankshares Inc | 8,704 | $1.14M | 0.28% | +61+0.7% | Added |
| Pennsylvania Capital Management Inc | 8,707 | $1.14M | 0.47% | −2,038−19.0% | Reduced |
| Latash Investments, LLC | 8,774 | $1.15M | 0.82% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 8,793 | $1.16M | 0.43% | −233−2.6% | Reduced |
| HBK Sorce Advisory LLC | 8,799 | $1.16M | 0.04% | +1,750+24.8% | Added |
| Pictet North America Advisors SA | 8,800 | $1.16M | 0.13% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,860 | $1.16M | 0.00% | +1,540+21.0% | Added |
| Kathmere Capital Management, LLC | 8,848 | $1.16M | 0.13% | +545+6.6% | Added |
| Baxter Bros Inc | 8,861 | $1.16M | 0.15% | +162+1.9% | Added |
| TCG Advisory Services, LLC | 8,888 | $1.17M | 0.06% | +7,336+472.7% | Added |
| First Pacific Financial | 8,940 | $1.17M | 0.33% | +124+1.4% | Added |
| Investment Partners Asset Management, Inc. | 9,005 | $1.18M | 1.07% | −801−8.2% | Reduced |
| Meitav Dash Investments Ltd | 9,042 | $1.19M | 0.02% | −174,374−95.1% | Reduced |
| Ritholtz Wealth Management | 9,069 | $1.19M | 0.04% | +1,169+14.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,083 | $1.19M | 0.03% | −800−8.1% | Reduced |
| RW Investment Management LLC | 9,100 | $1.20M | 0.17% | +2,500+37.9% | Added |
| JFS Wealth Advisors, LLC | 9,116 | $1.20M | 0.10% | +7,407+433.4% | Added |
| Dynamic Advisor Solutions LLC | 9,151 | $1.20M | 0.04% | −8,040−46.8% | Reduced |
| Davis Investment Partners, LLC | 9,540 | $1.20M | 0.53% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,162 | $1.20M | 0.03% | +114+1.3% | Added |
| TD Private Client Wealth LLC | 9,184 | $1.21M | 0.04% | −1,549−14.4% | Reduced |
| Samjo Management, LLC | 9,200 | $1.21M | 0.43% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,200 | $1.21M | 0.09% | +3,586+63.9% | Added |
| Jacobi Capital Management LLC | 9,219 | $1.21M | 0.11% | −428−4.4% | Reduced |
| Tradition Wealth Management, LLC | 9,261 | $1.22M | 0.12% | +29+0.3% | Added |
| Aspen Grove Capital, LLC | 9,276 | $1.22M | 0.34% | +10.0% | Added |
| Hall Capital Management Co Inc | 9,290 | $1.22M | 0.60% | +9,290 | New |
| SeaCrest Wealth Management, LLC | 9,418 | $1.24M | 0.15% | −4,966−34.5% | Reduced |
| Everpar Advisors LLC | 9,437 | $1.24M | 0.75% | −4,441−32.0% | Reduced |
| Advisor OS, LLC | 9,468 | $1.24M | 0.14% | −151−1.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,510 | $1.25M | 0.02% | −340−3.5% | Reduced |
| Altus Wealth Group LLC | 9,532 | $1.25M | 0.63% | +3,955+70.9% | Added |
| Sage Mountain Advisors LLC | 9,544 | $1.25M | 0.13% | +3,604+60.7% | Added |
| Ayrshire Capital Management LLC | 9,575 | $1.26M | 0.68% | −29,799−75.7% | Reduced |
| Koss-Olinger Consulting, LLC | 9,575 | $1.26M | 0.68% | +7,542+371.0% | Added |
| Central Trust Co | 9,642 | $1.27M | 0.03% | −22−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 9,651 | $1.27M | 0.11% | +1,002+11.6% | Added |
| Sabal Trust CO | 9,698 | $1.27M | 0.07% | −1,552−13.8% | Reduced |
| Sandy Cove Advisors, LLC | 9,739 | $1.28M | 0.59% | +17+0.2% | Added |
| Moneta Group Investment Advisors LLC | 9,755 | $1.28M | 0.02% | +246+2.6% | Added |
| Virginia Wealth Management Group, Inc. | 9,774 | $1.28M | 1.05% | −213−2.1% | Reduced |
| First Dallas Securities Inc. | 9,815 | $1.29M | 0.59% | −3,350−25.4% | Reduced |
| Balentine LLC | 9,850 | $1.29M | 0.04% | +3,423+53.3% | Added |
| United Bank | 9,884 | $1.30M | 0.66% | −70−0.7% | Reduced |
| IHT Wealth Management, LLC | 9,944 | $1.31M | 0.05% | +4,356+78.0% | Added |
| Donald L. Hagan, LLC | 10,000 | $1.31M | 0.69% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,017 | $1.32M | 0.02% | +465+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,025 | $1.32M | 0.06% | +1,880+23.1% | Added |
| Level Four Advisory Services, LLC | 10,084 | $1.32M | 0.07% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 10,102 | $1.33M | 0.58% | +1,613+19.0% | Added |
| NorthRock Partners, LLC | 10,133 | $1.33M | 0.05% | −688−6.4% | Reduced |
| RFG Advisory, LLC | 10,176 | $1.34M | 0.05% | +19+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 10,178 | $1.34M | 0.05% | +5,552+120.0% | Added |
| Castle Rock Wealth Management, LLC | 11,394 | $1.34M | 0.37% | −689−5.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,205 | $1.34M | 0.24% | +141+1.4% | Added |
| Hartline Investment Corp | 10,205 | $1.34M | 0.24% | +10,205 | New |
| King Luther Capital Management Corp | 10,296 | $1.35M | 0.01% | +264+2.6% | Added |
| Waterfront Wealth Inc. | 11,100 | $1.36M | 0.38% | 00.0% | Unchanged |
| WBI Investments | 10,341 | $1.36M | 0.28% | −6,717−39.4% | Reduced |
| David Loasby | 10,294 | $1.36M | 0.14% | +413+4.2% | Added |
| Hilltop Holdings Inc. | 10,398 | $1.37M | 0.15% | +5,821+127.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,430 | $1.37M | 0.92% | −50−0.5% | Reduced |
| E&G Advisors, LP | 10,484 | $1.37M | 0.43% | −100−0.9% | Reduced |
| Chapin Davis, Inc. | 10,481 | $1.38M | 0.50% | −640−5.8% | Reduced |
| Country Club Bank | 10,485 | $1.38M | 0.10% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10,505 | $1.38M | 0.47% | −1,000−8.7% | Reduced |
| TBH Global Asset Management, LLC | 10,536 | $1.38M | 0.28% | +57+0.5% | Added |
| Missouri Trust & Investment Co | 10,545 | $1.39M | 0.53% | −260−2.4% | Reduced |
| Moody National Bank Trust Division | 10,582 | $1.39M | 0.11% | +1,020+10.7% | Added |
| Thoroughbred Financial Services, LLC | 10,612 | $1.39M | 0.13% | −1,034−8.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,658 | $1.40M | 0.02% | +1,143+12.0% | Added |
| Prudential PLC | 10,686 | $1.40M | 0.01% | −12,108−53.1% | Reduced |
| Greenwood Capital Associates LLC | 10,689 | $1.40M | 0.19% | −413−3.7% | Reduced |
| Diversified Trust Co | 10,724 | $1.41M | 0.04% | +2,456+29.7% | Added |
| RSM US Wealth Management LLC | 10,728 | $1.41M | 0.04% | +286+2.7% | Added |
| Sheets Smith Wealth Management | 10,734 | $1.41M | 0.16% | +320+3.1% | Added |
| Fulton Bank, N.A. | 10,745 | $1.41M | 0.06% | +516+5.0% | Added |
| Zhang Financial LLC | 10,814 | $1.42M | 0.11% | −354−3.2% | Reduced |