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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 300 | $39.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 304 | $39.9K | 0.01% | +233+328.2% | Added |
| JJJ Advisors Inc. | 305 | $40.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 312 | $41.0K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 338 | $44.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 343 | $45.0K | 0.00% | −7−2.0% | Reduced |
| AllSquare Wealth Management LLC | 346 | $45.5K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 355 | $46.7K | 0.01% | +355 | New |
| BOK Financial Private Wealth, Inc. | 357 | $46.9K | 0.00% | +2+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 363 | $47.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 367 | $48.2K | 0.04% | +367 | New |
| ICA Group Wealth Management, LLC | 368 | $48.4K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 373 | $49.0K | 0.02% | +2+0.5% | Added |
| Ruedi Wealth Management, Inc. | 375 | $49.3K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 392 | $51.5K | 0.01% | +392 | New |
| Oliver Lagore Vanvalin Investment Group | 420 | $55.2K | 0.02% | −80−16.0% | Reduced |
| Tortoise Investment Management, LLC | 424 | $55.7K | 0.01% | −52−10.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 432 | $56.8K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 435 | $57.1K | 0.05% | +181+71.3% | Added |
| Western Pacific Wealth Management, LP | 438 | $57.5K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 451 | $59.1K | 0.02% | −61−11.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $59.1K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 454 | $59.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 454 | $59.6K | 0.02% | −16−3.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 456 | $59.9K | 0.01% | +8+1.8% | Added |
| PFS Partners, LLC | 464 | $61.0K | 0.04% | +2+0.4% | Added |
| Central Pacific Bank - Trust Division | 485 | $63.5K | 0.01% | +485 | New |
| LifeSteps Financial, Inc. | 487 | $64.0K | 0.05% | +487 | New |
| Webster Bank, N. A. | 496 | $65.2K | 0.01% | −125−20.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 500 | $65.7K | 0.01% | −1,851−78.7% | Reduced |
| First Financial Corp | 508 | $66.7K | 0.03% | −349−40.7% | Reduced |
| SJS Investment Consulting Inc. | 512 | $67.3K | 0.01% | +200+64.1% | Added |
| Wolff Wiese Magana LLC | 521 | $68.4K | 0.06% | −30−5.4% | Reduced |
| Tower View Investment Management & Research LLC | 533 | $70.0K | 0.04% | +4+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 537 | $70.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 553 | $72.6K | 0.02% | +19+3.6% | Added |
| Financial Perspectives, Inc | 560 | $73.6K | 0.03% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 561 | $73.7K | 0.02% | +561 | New |
| Capstone Investment Advisors, LLC | 564 | $74.1K | 0.00% | +564 | New |
| Northwest Capital Management Inc | 568 | $74.6K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 573 | $75.4K | 0.02% | +2+0.4% | Added |
| Ronald Blue Trust, Inc. | 575 | $75.5K | 0.00% | −1,109−65.9% | Reduced |
| RFP Financial Group LLC | 580 | $76.2K | 0.03% | +23+4.1% | Added |
| BFSG, LLC | 600 | $78.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 608 | $79.9K | 0.02% | +5+0.8% | Added |
| Pinnacle Bancorp, Inc. | 613 | $80.5K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 628 | $82.5K | 0.01% | +7+1.1% | Added |
| Avalon Trust Co | 633 | $83.2K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 635 | $83.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 653 | $85.8K | 0.02% | 00.0% | Unchanged |
| Vima LLC | 653 | $85.8K | 0.10% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 677 | $88.9K | 0.04% | +5+0.7% | Added |
| West Paces Advisors Inc. | 700 | $92.0K | 0.02% | −16−2.2% | Reduced |
| Thompson Investment Management, Inc. | 700 | $92.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 700 | $92.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 700 | $92.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 709 | $93.1K | 0.02% | +5+0.7% | Added |
| City Holding Co | 712 | $93.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 755 | $98.0K | 0.01% | −231−23.4% | Reduced |
| Cetera Trust Company, N.A | 750 | $98.5K | 0.06% | 00.0% | Unchanged |
| DAGCO, Inc. | 750 | $98.5K | 0.04% | +750 | New |
| Provenance Wealth Advisors, LLC | 764 | $100.4K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 776 | $102.0K | 0.07% | −51−6.2% | Reduced |
| Sound Income Strategies, LLC | 777 | $102.1K | 0.01% | −417−34.9% | Reduced |
| Loomis Sayles & Co L P | 812 | $107.0K | 0.00% | +12+1.5% | Added |
| Centerpoint Advisors, LLC | 833 | $109.0K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 875 | $114.6K | 0.10% | +2+0.2% | Added |
| MCF Advisors LLC | 882 | $115.9K | 0.01% | −418−32.2% | Reduced |
| Global Trust Asset Management, LLC | 900 | $118.2K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 900 | $118.2K | 0.09% | +900 | New |
| Vestor Capital, LLC | 943 | $124.0K | 0.01% | +43+4.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 951 | $124.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 957 | $125.7K | 0.02% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 988 | $129.8K | 0.11% | +7+0.7% | Added |
| Quintet Private Bank (Europe) S.A. | 860 | $130.0K | 0.01% | −139−13.9% | Reduced |
| Islay Capital Management, LLC | 1,000 | $131.4K | 0.10% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $131.4K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $131.4K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,002 | $131.6K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,004 | $131.9K | 0.01% | −165−14.1% | Reduced |
| Stelac Advisory Services LLC | 1,022 | $134.3K | 0.06% | +1,022 | New |
| Eagle Bay Advisors LLC | 1,034 | $135.8K | 0.09% | +519+100.8% | Added |
| Ostrum Asset Management | 1,063 | $139.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,065 | $139.9K | 0.05% | +8+0.8% | Added |
| Quent Capital, LLC | 1,070 | $140.7K | 0.02% | +739+223.3% | Added |
| Y.D. More Investments Ltd | 1,080 | $141.9K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,108 | $145.6K | 0.03% | +5+0.5% | Added |
| Capital Analysts, LLC | 1,115 | $146.0K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,116 | $146.6K | 0.04% | +1,116 | New |
| Global Financial Private Client, LLC | 1,142 | $149.6K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,158 | $151.0K | 0.00% | +810+232.8% | Added |
| Center for Financial Planning, Inc. | 1,150 | $151.1K | 0.02% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,159 | $152.3K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,166 | $153.2K | 0.01% | +1,166 | New |
| Antipodes Partners Ltd | 1,185 | $154.0K | 0.00% | +1,185 | New |
| Hoertkorn Richard Charles | 1,175 | $154.4K | 0.07% | −225−16.1% | Reduced |
| Monetary Management Group Inc | 1,200 | $157.6K | 0.04% | −6,175−83.7% | Reduced |
| First Personal Financial Services | 1,200 | $157.6K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,206 | $158.4K | 0.08% | −496−29.1% | Reduced |
| Private Ocean, LLC | 1,215 | $159.6K | 0.02% | 00.0% | Unchanged |