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; 2,158 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
- 715 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 10,877 | $1.43M | 0.13% | −705−6.1% | Reduced |
| Carson Advisory Inc. | 10,965 | $1.44M | 1.01% | −280−2.5% | Reduced |
| Ar Asset Management Inc | 11,000 | $1.45M | 0.35% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,000 | $1.45M | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11,011 | $1.45M | 0.25% | +82+0.8% | Added |
| RDA Financial Network | 11,111 | $1.46M | 0.50% | −570−4.9% | Reduced |
| Morse Asset Management, Inc | 11,142 | $1.46M | 0.37% | +2,305+26.1% | Added |
| Moseley Investment Management Inc | 11,165 | $1.47M | 0.73% | +711+6.8% | Added |
| Buckingham Strategic Partners | 11,164 | $1.47M | 0.04% | +11,164 | New |
| Qtron Investments LLC | 11,209 | $1.47M | 0.21% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,209 | $1.47M | 0.06% | +1,918+20.6% | Added |
| Norway Savings Bank | 11,268 | $1.48M | 0.62% | +55+0.5% | Added |
| RMR Wealth Builders | 11,283 | $1.48M | 0.18% | +538+5.0% | Added |
| Beaumont Financial Advisors, LLC | 11,313 | $1.49M | 0.12% | +33+0.3% | Added |
| Legacy Advisors, LLC | 11,332 | $1.49M | 0.19% | +472+4.3% | Added |
| Meeder Advisory Services, Inc. | 11,369 | $1.49M | 0.15% | +764+7.2% | Added |
| Prio Wealth Limited Partnership | 11,378 | $1.49M | 0.04% | +112+1.0% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,390 | $1.50M | 1.19% | +249+2.2% | Added |
| Clarius Group, LLC | 11,394 | $1.50M | 0.10% | −1,372−10.7% | Reduced |
| Investment Management Corp of Ontario | 11,428 | $1.50M | 0.04% | −5,100−30.9% | Reduced |
| Hilltop National Bank | 11,445 | $1.50M | 0.51% | +11,445 | New |
| Bank Ozk | 11,469 | $1.51M | 0.67% | +1,280+12.6% | Added |
| Walter & Keenan Financial Consulting Co | 11,477 | $1.51M | 0.49% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,512 | $1.51M | 0.02% | −485−4.0% | Reduced |
| Granite Bay Wealth Management, LLC | 11,528 | $1.51M | 0.86% | −1,554,798−99.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,536 | $1.52M | 0.17% | −1,645−12.5% | Reduced |
| Angeles Wealth Management, LLC | 11,537 | $1.52M | 0.15% | +154+1.4% | Added |
| Spirit of America Management Corp | 11,550 | $1.52M | 0.31% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.52M | 0.13% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 11,595 | $1.52M | 0.03% | +1,258+12.2% | Added |
| Heritage Investors Management Corp | 11,639 | $1.53M | 0.05% | −575−4.7% | Reduced |
| Sandbox Financial Partners, LLC | 11,773 | $1.55M | 0.65% | −421−3.5% | Reduced |
| Valeo Financial Advisors, LLC | 12,495 | $1.55M | 0.06% | +79+0.6% | Added |
| Veriti Management LLC | 11,786 | $1.55M | 0.12% | +2,858+32.0% | Added |
| Hollencrest Capital Management | 11,956 | $1.57M | 0.07% | −36−0.3% | Reduced |
| 17 Capital Partners, LLC | 11,971 | $1.57M | 1.17% | +11,971 | New |
| Procyon Private Wealth Partners, LLC | 11,991 | $1.58M | 0.12% | +210+1.8% | Added |
| Arkadios Wealth Advisors | 12,012 | $1.58M | 0.12% | −776−6.1% | Reduced |
| Good Life Advisors, LLC | 12,138 | $1.59M | 0.14% | −13,638−52.9% | Reduced |
| Private Trust Co NA | 12,150 | $1.60M | 0.17% | −912−7.0% | Reduced |
| Adviser Investments LLC | 12,152 | $1.60M | 0.02% | +217+1.8% | Added |
| DoubleLine ETF Adviser LP | 12,155 | $1.60M | 0.41% | +248+2.1% | Added |
| Crescent Grove Advisors, LLC | 12,199 | $1.60M | 0.17% | −895−6.8% | Reduced |
| Citizens & Northern Corp | 12,204 | $1.60M | 0.54% | −3,283−21.2% | Reduced |
| Accretive Wealth Partners, LLC | 13,623 | $1.61M | 0.71% | +158+1.2% | Added |
| Segment Wealth Management, LLC | 12,260 | $1.61M | 0.12% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 12,293 | $1.61M | 0.50% | −450−3.5% | Reduced |
| Marcum Wealth, LLC | 12,343 | $1.62M | 0.16% | +410+3.4% | Added |
| Douglass Winthrop Advisors, LLC | 12,372 | $1.63M | 0.03% | +1,272+11.5% | Added |
| Renaissance Investment Group LLC | 12,379 | $1.63M | 0.37% | −1,283−9.4% | Reduced |
| Brave Asset Management Inc | 12,419 | $1.63M | 0.42% | −14−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 12,435 | $1.63M | 0.77% | −69−0.6% | Reduced |
| Lakeview Capital Partners, LLC | 12,436 | $1.63M | 0.27% | +20+0.2% | Added |
| Horizon Investments, LLC | 12,591 | $1.64M | 0.04% | −271−2.1% | Reduced |
| WSFS Capital Management, LLC | 12,566 | $1.65M | 0.09% | −1,036−7.6% | Reduced |
| Vontobel Holding Ltd. | 12,837 | $1.69M | 0.01% | +270+2.1% | Added |
| Hudson Valley Investment Advisors Inc | 12,849 | $1.69M | 0.20% | −300−2.3% | Reduced |
| Carolinas Wealth Consulting LLC | 12,852 | $1.69M | 0.33% | +11,160+659.6% | Added |
| Beacon Investment Advisory Services, Inc. | 12,875 | $1.69M | 0.07% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 12,927 | $1.70M | 0.53% | +9,800+313.4% | Added |
| Atomi Financial Group, Inc. | 12,933 | $1.70M | 0.16% | +1,170+9.9% | Added |
| Westside Investment Management, Inc. | 12,970 | $1.70M | 0.41% | −7,953−38.0% | Reduced |
| Everence Capital Management Inc | 12,970 | $1.70M | 0.11% | +3,460+36.4% | Added |
| L.M. Kohn & Company | 12,984 | $1.71M | 0.48% | +80+0.6% | Added |
| AlphaCore Capital LLC | 13,003 | $1.71M | 0.45% | −51−0.4% | Reduced |
| Vestcor Inc | 13,086 | $1.72M | 0.06% | −1,673−11.3% | Reduced |
| Umb Bank N A | 13,129 | $1.72M | 0.03% | −413−3.0% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $1.73M | 1.47% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 13,255 | $1.74M | 0.35% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 13,272 | $1.74M | 1.01% | +12,772+2,554.4% | Added |
| First United Bank Trust | 13,295 | $1.75M | 0.65% | +345+2.7% | Added |
| Summit Trail Advisors, LLC | 13,346 | $1.75M | 0.05% | +1,022+8.3% | Added |
| Klingman & Associates, LLC | 13,407 | $1.76M | 0.12% | +19+0.1% | Added |
| Choate Investment Advisors | 13,428 | $1.76M | 0.05% | +23+0.2% | Added |
| Lodestone Wealth Management LLC | 13,515 | $1.78M | 0.94% | −153−1.1% | Reduced |
| Wetherby Asset Management Inc | 13,519 | $1.78M | 0.08% | −20.0% | Reduced |
| Signaturefd, LLC | 13,535 | $1.78M | 0.04% | +873+6.9% | Added |
| Smith, Moore & Co. | 13,565 | $1.78M | 0.19% | −80−0.6% | Reduced |
| Gateway Investment Advisers LLC | 13,570 | $1.78M | 0.02% | −469−3.3% | Reduced |
| Matrix Private Capital Group LLC | 13,619 | $1.79M | 1.21% | +60.0% | Added |
| Kovack Advisors, Inc. | 13,642 | $1.79M | 0.22% | −2,438−15.2% | Reduced |
| River Street Advisors LLC | 13,658 | $1.79M | 1.21% | +3,096+29.3% | Added |
| Dakota Wealth Management | 13,674 | $1.80M | 0.04% | +3,999+41.3% | Added |
| Independent Solutions Wealth Management, LLC | 13,735 | $1.80M | 0.43% | −815−5.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,760 | $1.81M | 1.49% | +120+0.9% | Added |
| SFMG, LLC | 13,789 | $1.81M | 0.16% | −601−4.2% | Reduced |
| Caz Investments LP | 13,800 | $1.81M | 3.62% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 13,833 | $1.82M | 0.24% | +13,833 | New |
| Trust Co of Toledo NA | 13,896 | $1.83M | 0.29% | +3,766+37.2% | Added |
| Robeco Institutional Asset Management B.V. | 13,931 | $1.83M | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 14,004 | $1.84M | 0.01% | −234−1.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 14,031 | $1.84M | 0.30% | +718+5.4% | Added |
| Chickasaw Capital Management LLC | 14,036 | $1.84M | 0.09% | +965+7.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,149 | $1.86M | 0.98% | −1,138−7.4% | Reduced |
| Zevenbergen Capital Investments LLC | 14,230 | $1.87M | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 14,251 | $1.87M | 0.79% | +1,765+14.1% | Added |
| Wintrust Investments LLC | 14,256 | $1.87M | 0.17% | +60.0% | Added |
| Daymark Wealth Partners, LLC | 14,351 | $1.89M | 0.10% | +2,373+19.8% | Added |
| Sowell Financial Services LLC | 14,508 | $1.91M | 0.09% | +151+1.1% | Added |
| Pittenger & Anderson Inc | 14,560 | $1.91M | 0.08% | +25+0.2% | Added |