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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 19,556 | $2.57M | 0.16% | +9,625+96.9% | Added |
| Principle Wealth Partners LLC | 19,587 | $2.57M | 0.20% | +320+1.7% | Added |
| Arete Wealth Advisors, LLC | 19,620 | $2.58M | 0.24% | −481−2.4% | Reduced |
| True North Advisors, LLC | 19,731 | $2.59M | 0.72% | −1,250−6.0% | Reduced |
| St. Clair Advisors, LLC | 19,839 | $2.61M | 0.85% | 00.0% | Unchanged |
| Bay Rivers Group | 19,853 | $2.61M | 1.43% | +84+0.4% | Added |
| Financial Advisory Service, Inc. | 19,946 | $2.62M | 0.23% | +768+4.0% | Added |
| Warren Averett Asset Management, LLC | 20,039 | $2.63M | 0.06% | +15,300+322.9% | Added |
| Stonegate Investment Group, LLC | 20,165 | $2.65M | 0.08% | +169+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,266 | $2.66M | 0.14% | +1,003+5.2% | Added |
| NorthCrest Asset Manangement, LLC | 20,295 | $2.67M | 0.09% | +521+2.6% | Added |
| Mesirow Financial Investment Management, Inc. | 20,369 | $2.68M | 0.06% | −252−1.2% | Reduced |
| Transform Wealth, LLC | 20,420 | $2.68M | 0.25% | −14,148−40.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,585 | $2.70M | 0.15% | +4,430+27.4% | Added |
| Jump Financial, LLC | 20,655 | $2.71M | 0.07% | +20,655 | New |
| Slagle Financial, LLC | 20,658 | $2.71M | 1.47% | −31,646−60.5% | Reduced |
| Alaethes Wealth LLC | 20,882 | $2.74M | 1.20% | +313+1.5% | Added |
| Paloma Partners Management Co | 20,966 | $2.75M | 0.40% | −18,743−47.2% | Reduced |
| EULAV Asset Management | 21,000 | $2.76M | 0.08% | −15−0.1% | Reduced |
| Ballast Advisors LLC | 21,008 | $2.76M | 0.93% | −1,675−7.4% | Reduced |
| Jefferies Financial Group Inc. | 21,049 | $2.77M | 0.06% | +7,600+56.5% | Added |
| Girard Partners Ltd. | 21,066 | $2.77M | 0.26% | +522+2.5% | Added |
| EP Wealth Advisors, LLC | 21,108 | $2.77M | 0.03% | −290−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 21,159 | $2.78M | 0.07% | +1,519+7.7% | Added |
| United Services Automobile Association | 21,183 | $2.78M | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 21,441 | $2.82M | 0.03% | +21,441 | New |
| Johnson Investment Counsel Inc | 21,640 | $2.84M | 0.03% | −892−4.0% | Reduced |
| Huntington National Bank | 21,673 | $2.85M | 0.02% | +804+3.9% | Added |
| Centaurus Financial, Inc. | 21,730 | $2.85M | 0.20% | −1,353−5.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,807 | $2.86M | 0.03% | +16+0.1% | Added |
| Parallel Advisors, LLC | 22,013 | $2.89M | 0.08% | +1,233+5.9% | Added |
| Means Investment Co., Inc. | 22,130 | $2.91M | 0.38% | −1,270−5.4% | Reduced |
| Capital Management Associates | 22,212 | $2.92M | 3.48% | −443−2.0% | Reduced |
| We Are One Seven, LLC | 22,303 | $2.93M | 0.15% | −1,344−5.7% | Reduced |
| Boston Financial Mangement LLC | 22,420 | $2.95M | 0.09% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 22,800 | $3.00M | 0.29% | +22,800 | New |
| Northwestern Mutual Investment Management Company, LLC | 22,826 | $3.00M | 0.08% | +335+1.5% | Added |
| Pine Valley Investments Ltd Liability Co | 23,164 | $3.04M | 0.24% | +756+3.4% | Added |
| Empowered Funds, LLC | 23,179 | $3.05M | 0.05% | +295+1.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 23,210 | $3.05M | 0.55% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 23,221 | $3.05M | 0.10% | +2,654+12.9% | Added |
| Sterling Investment Advisors, Ltd. | 23,228 | $3.05M | 0.86% | −1,223−5.0% | Reduced |
| Raymond James Trust N.A. | 23,262 | $3.06M | 0.07% | −123−0.5% | Reduced |
| Norinchukin Bank, The | 23,352 | $3.07M | 0.09% | +80.0% | Added |
| Fortune Financial Advisors, LLC | 23,376 | $3.07M | 1.95% | −630−2.6% | Reduced |
| Diligent Investors, LLC | 23,386 | $3.07M | 0.77% | −984−4.0% | Reduced |
| HB Wealth Management, LLC | 23,474 | $3.08M | 0.04% | +945+4.2% | Added |
| Evergreen Capital Management LLC | 23,503 | $3.09M | 0.12% | +110.0% | Added |
| Siemens Fonds Invest GmbH | 23,550 | $3.09M | 0.24% | −1,141−4.6% | Reduced |
| Wealthspire Advisors, LLC | 23,642 | $3.11M | 0.04% | −14−0.1% | Reduced |
| Berkshire Asset Management LLC | 23,663 | $3.11M | 0.16% | −250−1.0% | Reduced |
| Somerset Group LLC | 23,686 | $3.11M | 2.92% | −4,801−16.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,739 | $3.12M | 0.21% | −1,575−6.2% | Reduced |
| Lincoln National Corp | 23,779 | $3.12M | 0.05% | −623−2.6% | Reduced |
| Allen Investment Management LLC | 23,857 | $3.13M | 0.04% | 00.0% | Unchanged |
| 1776 Wealth LLC | 23,897 | $3.14M | 1.53% | +200+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,258 | $3.19M | 0.44% | +552+2.3% | Added |
| Fiduciary Trust Co | 24,433 | $3.21M | 0.05% | +5,652+30.1% | Added |
| J.W. Cole Advisors, Inc. | 24,456 | $3.21M | 0.16% | +2,099+9.4% | Added |
| BCJ Capital Management, LLC | 24,463 | $3.21M | 0.25% | +24,463 | New |
| Oxbow Advisors, LLC | 24,495 | $3.22M | 0.44% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 24,528 | $3.22M | 1.67% | −982−3.8% | Reduced |
| Brown Brothers Harriman & Co | 24,672 | $3.24M | 0.02% | −5,141−17.2% | Reduced |
| Alps Advisors Inc | 24,825 | $3.26M | 0.02% | −525−2.1% | Reduced |
| Stock Yards Bank & Trust Co | 24,917 | $3.27M | 0.11% | −379−1.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $3.28M | 0.78% | 00.0% | Unchanged |
| Kampmann Melissa S. | 25,105 | $3.30M | 2.37% | +3,200+14.6% | Added |
| Community Trust & Investment Co | 25,341 | $3.33M | 0.23% | −333−1.3% | Reduced |
| Wambolt & Associates, LLC | 25,423 | $3.33M | 1.00% | +8,290+48.4% | Added |
| Mirabella Financial Services LLP | 25,361 | $3.33M | 0.24% | +25,361 | New |
| Compass Ion Advisors, LLC | 25,431 | $3.34M | 0.48% | +187+0.7% | Added |
| Dudley Capital Management, LLC | 25,517 | $3.34M | 1.95% | +971+4.0% | Added |
| Thomas Story & Son LLC | 25,566 | $3.36M | 1.42% | −250−1.0% | Reduced |
| Rational Advisors LLC | 25,600 | $3.36M | 0.31% | +8,600+50.6% | Added |
| Wealth Effects LLC | 25,830 | $3.39M | 1.25% | −317−1.2% | Reduced |
| Glenmede Trust Co NA | 25,880 | $3.40M | 0.02% | +27+0.1% | Added |
| Essex Financial Services, Inc. | 25,897 | $3.40M | 0.31% | +1,831+7.6% | Added |
| Coastline Trust Co | 25,944 | $3.41M | 0.41% | +1,765+7.3% | Added |
| Grandview Asset Management LLC | 26,067 | $3.42M | 1.55% | +10.0% | Added |
| Vinva Investment Management Ltd | 26,075 | $3.43M | 0.20% | +5,720+28.1% | Added |
| Edge Capital Group, LLC | 26,078 | $3.43M | 0.17% | −14,697−36.0% | Reduced |
| Summit Place Financial Advisors, LLC | 26,175 | $3.44M | 2.01% | −405−1.5% | Reduced |
| Abbot Financial Management, Inc. | 26,215 | $3.44M | 1.90% | +330+1.3% | Added |
| Beech Hill Advisors, Inc. | 26,240 | $3.45M | 1.43% | +1,220+4.9% | Added |
| Flagship Harbor Advisors, LLC | 26,326 | $3.46M | 0.22% | +58+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 26,327 | $3.46M | 0.08% | −475−1.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 26,377 | $3.47M | 1.20% | +26,377 | New |
| Cullinan Associates Inc | 26,442 | $3.47M | 0.19% | +2,400+10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 26,506 | $3.48M | 1.18% | 00.0% | Unchanged |
| Glenview Trust Co | 26,519 | $3.48M | 0.07% | +82+0.3% | Added |
| Tyler-Stone Wealth Management | 26,535 | $3.49M | 1.55% | −369−1.4% | Reduced |
| Cohen Investment Advisors LLC | 26,778 | $3.52M | 2.28% | +825+3.2% | Added |
| Retirement Planning Co of New England, Inc. | 26,792 | $3.52M | 1.93% | −1,320−4.7% | Reduced |
| Capital Planning Advisors, LLC | 26,824 | $3.52M | 0.62% | −3,160−10.5% | Reduced |
| Metis Global Partners, LLC | 26,842 | $3.53M | 0.13% | −90−0.3% | Reduced |
| D L Carlson Investment Group Inc | 26,864 | $3.53M | 0.69% | +26,864 | New |
| RKL Wealth Management LLC | 26,880 | $3.53M | 0.35% | +1,344+5.3% | Added |
| Holderness Investments Co | 26,884 | $3.53M | 0.86% | +102+0.4% | Added |
| Resolute Wealth Strategies, LLC | 27,064 | $3.56M | 2.15% | +199+0.7% | Added |
| Worldquant Millennium Advisors LLC | 27,253 | $3.58M | 0.04% | +24,965+1,091.1% | Added |