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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 14,596 | $1.92M | 0.06% | −1,367−8.6% | Reduced |
| Conway Capital Management, Inc. | 14,712 | $1.93M | 1.08% | +381+2.7% | Added |
| HighPoint Advisor Group LLC | 15,826 | $1.93M | 0.14% | −1,132−6.7% | Reduced |
| Atlas Capital Advisors LLC | 14,799 | $1.94M | 0.30% | +46+0.3% | Added |
| Great Lakes Retirement, Inc. | 14,805 | $1.94M | 0.29% | +483+3.4% | Added |
| Panagora Asset Management Inc | 14,848 | $1.95M | 0.01% | −124−0.8% | Reduced |
| Western Wealth Management, LLC | 14,872 | $1.95M | 0.15% | −2,708−15.4% | Reduced |
| Redmond Asset Management, LLC | 14,892 | $1.96M | 0.62% | −693−4.4% | Reduced |
| Hills Bank & Trust Co | 14,920 | $1.96M | 0.17% | −185−1.2% | Reduced |
| TownSquare Capital, LLC | 14,955 | $1.96M | 0.03% | +1,399+10.3% | Added |
| Campbell Capital Management Inc | 15,004 | $1.97M | 0.87% | +15,004 | New |
| Capital Investment Advisors, LLC | 15,078 | $1.98M | 0.05% | +360+2.4% | Added |
| Sit Investment Associates Inc | 15,100 | $1.98M | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,130 | $1.99M | 0.06% | +34+0.2% | Added |
| Taylor Financial Group, Inc. | 15,303 | $2.01M | 1.53% | −500−3.2% | Reduced |
| Harvest Investment Advisors, LLC | 15,385 | $2.02M | 1.51% | +121+0.8% | Added |
| Pinnacle West Asset Management, Inc. | 15,455 | $2.03M | 1.61% | −50−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 15,508 | $2.04M | 1.06% | −18−0.1% | Reduced |
| Blue Fin Capital, Inc. | 15,513 | $2.04M | 0.45% | +729+4.9% | Added |
| Rossmore Private Capital | 15,539 | $2.04M | 0.27% | +313+2.1% | Added |
| Nations Financial Group Inc, | 15,585 | $2.05M | 0.17% | +93+0.6% | Added |
| Van Eck Associates Corp | 15,597 | $2.05M | 0.00% | +6,553+72.5% | Added |
| Stiles Financial Services Inc | 15,616 | $2.05M | 0.82% | +438+2.9% | Added |
| Opinicus Capital, Inc. | 15,633 | $2.05M | 1.82% | −993−6.0% | Reduced |
| Waters Parkerson & Co., LLC | 15,653 | $2.06M | 0.11% | −52−0.3% | Reduced |
| Assenagon Asset Management S.A. | 15,660 | $2.06M | 0.01% | +357+2.3% | Added |
| Hamilton Capital Partners Inc. | 16,041 | $2.11M | 0.26% | +12,741+386.1% | Added |
| Ameritas Advisory Services, LLC | 16,681 | $2.11M | 0.09% | +6,488+63.7% | Added |
| MWA Asset Management | 16,085 | $2.11M | 1.53% | +356+2.3% | Added |
| Modera Wealth Management, LLC | 16,116 | $2.12M | 0.03% | +150+0.9% | Added |
| Krilogy Financial LLC | 16,149 | $2.12M | 0.16% | +45+0.3% | Added |
| Degroof Petercam Asset Management | 16,181 | $2.13M | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 16,275 | $2.14M | 0.32% | −309−1.9% | Reduced |
| Alberta Investment Management Corp | 16,300 | $2.14M | 0.02% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 16,320 | $2.14M | 1.13% | +402+2.5% | Added |
| XML Financial, LLC | 16,463 | $2.16M | 0.22% | −2,227−11.9% | Reduced |
| Tower Research Capital LLC (TRC) | 16,479 | $2.16M | 0.05% | −91,938−84.8% | Reduced |
| Joel Isaacson & Co., LLC | 16,539 | $2.17M | 0.12% | +54+0.3% | Added |
| Madison Park Capital Advisors, LLC | 16,555 | $2.17M | 1.90% | −122−0.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 16,571 | $2.18M | 2.26% | −290−1.7% | Reduced |
| Avidian Wealth Solutions, LLC | 16,629 | $2.18M | 0.12% | −356−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 16,652 | $2.19M | 0.28% | −89−0.5% | Reduced |
| First National Bank Sioux Falls | 16,693 | $2.19M | 1.20% | 00.0% | Unchanged |
| Dearborn Partners LLC | 16,696 | $2.19M | 0.09% | −839−4.8% | Reduced |
| Blue Square Asset Management, LLC | 16,715 | $2.20M | 1.46% | −1,262−7.0% | Reduced |
| Garrett Investment Advisors LLC | 16,770 | $2.20M | 0.28% | −966−5.4% | Reduced |
| Hyman Charles D | 16,873 | $2.22M | 0.12% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 16,909 | $2.22M | 0.37% | −768−4.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,969 | $2.23M | 0.16% | +16,969 | New |
| UniSuper Management Pty Ltd | 16,998 | $2.23M | 0.02% | +11,108+188.6% | Added |
| Baldwin Investment Management, LLC | 17,070 | $2.24M | 0.30% | +4,523+36.0% | Added |
| GoalVest Advisory LLC | 17,225 | $2.26M | 0.75% | +17,225 | New |
| Toroso Investments, LLC | 17,250 | $2.27M | 0.04% | +2,358+15.8% | Added |
| NEOS Investment Management LLC | 17,351 | $2.28M | 0.14% | +7,348+73.5% | Added |
| Park Avenue Securities LLC | 17,375 | $2.28M | 0.03% | −483−2.7% | Reduced |
| Sierra Capital LLC | 17,392 | $2.29M | 0.30% | −17,358−50.0% | Reduced |
| Covenant Asset Management, LLC | 17,414 | $2.29M | 0.56% | −449−2.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 17,419 | $2.29M | 0.24% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,424 | $2.29M | 0.07% | +10,199+141.2% | Added |
| Herbst Group, LLC | 17,451 | $2.29M | 1.42% | −300−1.7% | Reduced |
| Balyasny Asset Management LLC | 17,506 | $2.30M | 0.01% | +17,506 | New |
| Penbrook Management LLC | 17,523 | $2.30M | 1.43% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 17,547 | $2.31M | 1.84% | +627+3.7% | Added |
| Insight Advisors, LLC | 17,559 | $2.31M | 0.45% | +1,386+8.6% | Added |
| Riverpark Capital Management LLC | 17,615 | $2.31M | 3.17% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 17,653 | $2.32M | 0.61% | −1,692−8.7% | Reduced |
| Marion Wealth Management | 17,843 | $2.34M | 0.70% | +1,848+11.6% | Added |
| Canton Hathaway, LLC | 17,852 | $2.35M | 0.63% | −2,200−11.0% | Reduced |
| Magnus Financial Group LLC | 17,851 | $2.35M | 0.28% | +997+5.9% | Added |
| GPS Wealth Strategies Group, LLC | 17,877 | $2.35M | 0.38% | −266−1.5% | Reduced |
| CoreCap Advisors, LLC | 17,999 | $2.36M | 0.13% | −700−3.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 18,016 | $2.37M | 0.32% | −1,642−8.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,017 | $2.37M | 0.10% | +4,693+35.2% | Added |
| Teacher Retirement System of Texas | 18,073 | $2.37M | 0.02% | −39,790−68.8% | Reduced |
| Northcape Wealth Management, LLC | 18,163 | $2.39M | 0.87% | −1,992−9.9% | Reduced |
| JBR Co Financial Management Inc | 18,171 | $2.39M | 1.90% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 18,236 | $2.40M | 0.37% | +794+4.6% | Added |
| Intrepid Financial Planning Group LLC | 18,236 | $2.40M | 1.03% | −25−0.1% | Reduced |
| Royal Capital Wealth Management, LLC | 18,289 | $2.40M | 1.89% | +11+0.1% | Added |
| Koa Wealth Management, LLC | 18,370 | $2.41M | 2.18% | −209−1.1% | Reduced |
| King Wealth | 18,388 | $2.42M | 0.42% | +79+0.4% | Added |
| South Dakota Investment Council | 18,480 | $2.43M | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,674 | $2.45M | 0.03% | +239+1.3% | Added |
| Gotham Asset Management, LLC | 18,812 | $2.47M | 0.04% | −29−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,865 | $2.48M | 0.13% | +1,637+9.5% | Added |
| Ellerson Group Inc | 18,893 | $2.48M | 1.90% | −331−1.7% | Reduced |
| Red Door Wealth Management, LLC | 18,900 | $2.48M | 0.48% | −127−0.7% | Reduced |
| Stamos Capital Partners, L.P. | 18,920 | $2.49M | 0.56% | +3,270+20.9% | Added |
| Rehmann Capital Advisory Group | 18,933 | $2.49M | 0.19% | +163+0.9% | Added |
| Schechter Investment Advisors, LLC | 18,951 | $2.49M | 0.19% | −65−0.3% | Reduced |
| Tealwood Asset Management Inc | 18,973 | $2.49M | 1.12% | −8,497−30.9% | Reduced |
| Field & Main Bank | 18,993 | $2.50M | 0.97% | −197−1.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 19,082 | $2.51M | 0.21% | −1,471−7.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,127 | $2.51M | 0.10% | −615−3.1% | Reduced |
| RiverPark Advisors, LLC | 19,194 | $2.52M | 2.07% | −2,240−10.5% | Reduced |
| Rakuten Investment Management, Inc. | 19,268 | $2.53M | 0.02% | +17,512+997.3% | Added |
| Valley National Advisers Inc | 19,321 | $2.54M | 0.38% | +142+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,406 | $2.55M | 0.01% | −1,353−6.5% | Reduced |
| Capital City Trust Co | 19,417 | $2.55M | 0.71% | −155−0.8% | Reduced |
| Squarepoint Ops LLC | 19,509 | $2.56M | 0.01% | −98,245−83.4% | Reduced |