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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 27,390 | $3.60M | 0.06% | −8,825−24.4% | Reduced |
| WealthPLAN Partners, LLC | 27,410 | $3.60M | 0.37% | +5,059+22.6% | Added |
| Chicago Capital, LLC | 27,787 | $3.65M | 0.11% | −736−2.6% | Reduced |
| Teza Capital Management LLC | 28,014 | $3.68M | 0.49% | +16,014+133.5% | Added |
| International Assets Investment Management, LLC | 28,305 | $3.71M | 0.39% | +625+2.3% | Added |
| Assetmark, Inc | 28,314 | $3.72M | 0.01% | +2,804+11.0% | Added |
| Great Valley Advisor Group, Inc. | 28,365 | $3.73M | 0.11% | −33,311−54.0% | Reduced |
| Cornerstone Wealth Group, LLC | 28,593 | $3.76M | 0.35% | +28,593 | New |
| Wolverine Trading, LLC | 28,856 | $3.79M | 0.04% | −10,668−27.0% | Reduced |
| Annex Advisory Services, LLC | 28,927 | $3.80M | 0.13% | +24,892+616.9% | Added |
| Metropolitan Life Insurance Co | 29,013 | $3.81M | 0.17% | +91+0.3% | Added |
| AIA Group Ltd | 29,210 | $3.84M | 0.13% | +7,809+36.5% | Added |
| StoneX Group Inc. | 29,458 | $3.87M | 0.35% | +1,387+4.9% | Added |
| Avitas Wealth Management LLC | 29,471 | $3.87M | 0.59% | +422+1.5% | Added |
| AXA S.A. | 29,558 | $3.88M | 0.01% | −36,676−55.4% | Reduced |
| Miracle Mile Advisors, LLC | 29,640 | $3.89M | 0.10% | −859−2.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,676 | $3.90M | 0.29% | +29,676 | New |
| Tiaa Trust, National Association | 30,024 | $3.94M | 0.01% | +3,926+15.0% | Added |
| Shepherd Financial Partners LLC | 30,179 | $3.96M | 0.52% | +820+2.8% | Added |
| First Manhattan Co | 30,391 | $3.99M | 0.01% | −515−1.7% | Reduced |
| Sculati Wealth Management, LLC | 30,523 | $4.01M | 1.73% | −90.0% | Reduced |
| Integrated Wealth Concepts LLC | 30,653 | $4.03M | 0.06% | +2,311+8.2% | Added |
| Blue Zone Wealth Advisors, LLC | 30,765 | $4.04M | 1.39% | −3,094−9.1% | Reduced |
| Marvin & Palmer Associates Inc | 30,819 | $4.05M | 4.02% | −447−1.4% | Reduced |
| Quantinno Capital Management LP | 30,821 | $4.05M | 0.09% | +24,828+414.3% | Added |
| Resources Investment Advisors, LLC. | 30,843 | $4.05M | 0.06% | −3,002−8.9% | Reduced |
| Diversify Advisory Services, LLC | 30,978 | $4.06M | 0.24% | +30,978 | New |
| Integrated Advisors Network LLC | 31,046 | $4.08M | 0.21% | −41,578−57.3% | Reduced |
| City of London Investment Management Co Ltd | 31,121 | $4.09M | 0.34% | 00.0% | Unchanged |
| Spire Wealth Management | 31,153 | $4.09M | 0.11% | +410+1.3% | Added |
| Modus Advisors, LLC | 31,362 | $4.12M | 1.53% | +1,127+3.7% | Added |
| Accuvest Global Advisors | 31,499 | $4.14M | 1.81% | +10,213+48.0% | Added |
| Tritonpoint Wealth, LLC | 33,478 | $4.14M | 0.43% | −2,197−6.2% | Reduced |
| Kaizen Financial Strategies | 31,608 | $4.15M | 2.82% | +1,916+6.5% | Added |
| Crossmark Global Holdings, Inc. | 31,809 | $4.18M | 0.08% | −340−1.1% | Reduced |
| Allworth Financial LP | 32,009 | $4.21M | 0.03% | +3,882+13.8% | Added |
| Walleye Trading LLC | 32,115 | $4.22M | 0.07% | +32,115 | New |
| EFG Asset Management (North America) Corp. | 32,267 | $4.24M | 0.73% | −167−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 32,485 | $4.27M | 0.17% | +3,751+13.1% | Added |
| Pacitti Group Inc. | 32,637 | $4.29M | 2.32% | −463−1.4% | Reduced |
| Insigneo Advisory Services, LLC | 32,721 | $4.30M | 0.51% | +492+1.5% | Added |
| Private Wealth Partners, LLC | 32,828 | $4.31M | 0.34% | −29,446−47.3% | Reduced |
| Natixis | 32,857 | $4.32M | 0.02% | +24,224+280.6% | Added |
| Simplicity Wealth,LLC | 32,915 | $4.32M | 0.10% | +32,915 | New |
| Bleakley Financial Group, LLC | 32,945 | $4.33M | 0.13% | −4,428−11.8% | Reduced |
| Bard Financial Services, Inc. | 33,000 | $4.34M | 0.46% | −200−0.6% | Reduced |
| 1st Source Bank | 33,161 | $4.36M | 0.25% | −574−1.7% | Reduced |
| Colonial Trust Co | 33,424 | $4.39M | 0.82% | +41+0.1% | Added |
| Wellington Shields & Co., LLC | 33,539 | $4.41M | 1.48% | −464−1.4% | Reduced |
| Synovus Financial Corp | 33,584 | $4.41M | 0.06% | +180+0.5% | Added |
| Spears Abacus Advisors LLC | 33,629 | $4.42M | 0.09% | +33,629 | New |
| Foundations Investment Advisors, LLC | 33,801 | $4.44M | 0.12% | −967−2.8% | Reduced |
| Easterly Investment Partners LLC | 33,942 | $4.46M | 0.34% | +10.0% | Added |
| Commerce Bank | 34,012 | $4.47M | 0.03% | −1,229−3.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 34,089 | $4.48M | 0.40% | −2,214−6.1% | Reduced |
| Brinker Capital Investments, LLC | 34,222 | $4.50M | 0.05% | +6,131+21.8% | Added |
| Orion Portfolio Solutions, LLC | 34,222 | $4.50M | 0.05% | +6,131+21.8% | Added |
| Kingfisher Capital LLC | 34,516 | $4.53M | 1.09% | −514−1.5% | Reduced |
| Torray LLC | 34,751 | $4.57M | 0.68% | +256+0.7% | Added |
| Ziegler Capital Management, LLC | 34,862 | $4.58M | 0.17% | −49−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 35,096 | $4.61M | 0.04% | +2,042+6.2% | Added |
| Wedbush Securities Inc | 35,309 | $4.64M | 0.17% | −4,189−10.6% | Reduced |
| Ethic Inc. | 35,321 | $4.64M | 0.12% | +3,139+9.8% | Added |
| Resources Management Corp | 35,615 | $4.68M | 0.68% | −3,663−9.3% | Reduced |
| New Mexico Educational Retirement Board | 35,800 | $4.70M | 0.17% | −1,000−2.7% | Reduced |
| First Interstate Bank | 35,829 | $4.71M | 0.33% | −1,747−4.6% | Reduced |
| Core Alternative Capital | 35,945 | $4.72M | 0.85% | −641−1.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 35,979 | $4.73M | 0.61% | +482+1.4% | Added |
| Argonautica Private Wealth Management, Inc | 36,160 | $4.75M | 1.70% | +597+1.7% | Added |
| Regions Financial Corp | 36,503 | $4.80M | 0.04% | +7,804+27.2% | Added |
| Next Level Private LLC | 36,535 | $4.80M | 2.20% | +9,351+34.4% | Added |
| Knights of Columbus Asset Advisors LLC | 36,544 | $4.80M | 0.35% | +36,544 | New |
| Werlinich Asset Management, LLC | 36,812 | $4.82M | 3.15% | −3,260−8.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,758 | $4.83M | 0.06% | −1,110−2.9% | Reduced |
| Achmea Investment Management B.V. | 37,185 | $4.88M | 0.09% | 00.0% | Unchanged |
| Man Group plc | 37,258 | $4.89M | 0.01% | +17,274+86.4% | Added |
| CWM, LLC | 37,262 | $4.89M | 0.02% | +6,489+21.1% | Added |
| Coastal Bridge Advisors, LLC | 37,499 | $4.93M | 1.13% | −3,445−8.4% | Reduced |
| NWK Group, Inc. | 37,712 | $4.95M | 2.32% | +37,712 | New |
| Howland Capital Management LLC | 37,734 | $4.96M | 0.24% | +3,251+9.4% | Added |
| Lantern Wealth Advisors, LLC | 37,853 | $4.97M | 3.49% | +822+2.2% | Added |
| Bill Few Associates, Inc. | 37,861 | $4.97M | 2.02% | −365−1.0% | Reduced |
| Rockline Wealth Management, LLC | 37,897 | $4.98M | 1.74% | +5,679+17.6% | Added |
| Lake Street Financial LLC | 37,983 | $4.99M | 0.69% | +2,080+5.8% | Added |
| Iat Reinsurance Co Ltd. | 38,000 | $4.99M | 2.22% | 00.0% | Unchanged |
| Graypoint LLC | 38,039 | $5.00M | 0.36% | +351+0.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 38,057 | $5.00M | 1.42% | −685−1.8% | Reduced |
| Waterloo Capital, L.P. | 38,194 | $5.02M | 0.64% | +3,872+11.3% | Added |
| Harbor Investment Advisory, LLC | 38,395 | $5.04M | 0.53% | −92−0.2% | Reduced |
| Ellsworth Advisors, LLC | 40,890 | $5.05M | 1.45% | +1,098+2.8% | Added |
| Glassy Mountain Advisors, Inc. | 38,437 | $5.05M | 1.90% | +12,279+46.9% | Added |
| Wealthfront Advisers LLC | 38,608 | $5.07M | 0.02% | +1,832+5.0% | Added |
| Stablepoint Partners, LLC | 38,654 | $5.08M | 1.03% | +5,802+17.7% | Added |
| Clearstead Advisors, LLC | 41,825 | $5.11M | 0.25% | +1,713+4.3% | Added |
| Old Second National Bank of Aurora | 39,032 | $5.13M | 1.33% | +3,244+9.1% | Added |
| Steel Peak Wealth Management LLC | 39,272 | $5.16M | 0.26% | −216−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 39,482 | $5.19M | 0.11% | −189−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 40,023 | $5.26M | 0.03% | +1,613+4.2% | Added |
| Davy Global Fund Management Ltd | 40,055 | $5.26M | 0.60% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 40,451 | $5.31M | 0.25% | +532+1.3% | Added |