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 |
|---|---|---|---|---|---|
| BNP Paribas | 1,240 | $162.9K | 0.01% | +1,240 | New |
| Pingora Partners LLC | 1,250 | $164.2K | 0.12% | +1,000+400.0% | Added |
| Icon Wealth Advisors, LLC | 1,263 | $165.9K | 0.02% | −775−38.0% | Reduced |
| Smartleaf Asset Management LLC | 1,270 | $166.2K | 0.03% | +669+111.3% | Added |
| Delta Asset Management LLC | 1,280 | $168.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,301 | $170.9K | 0.04% | −89−6.4% | Reduced |
| HHM Wealth Advisors, LLC | 1,303 | $171.2K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,315 | $173.0K | 0.08% | +43+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,450 | $177.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,362 | $178.9K | 0.05% | +9+0.7% | Added |
| Kathleen S. Wright Associates Inc. | 1,400 | $183.9K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,430 | $187.9K | 0.03% | −40−2.7% | Reduced |
| Tompkins Financial Corp | 1,500 | $197.1K | 0.02% | 00.0% | Unchanged |
| Planning Directions Inc | 1,523 | $200.1K | 0.14% | +1,523 | New |
| Pathway Financial Advisers, LLC | 1,523 | $200.2K | 0.07% | −4,607−75.2% | Reduced |
| Gratus Capital LLC | 1,527 | $200.6K | 0.01% | +1,527 | New |
| Wealth Architects, LLC | 1,528 | $200.7K | 0.03% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,708 | $201.5K | 0.02% | +49+3.0% | Added |
| New Century Financial Group, LLC | 1,536 | $201.8K | 0.14% | −92−5.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,548 | $203.4K | 0.01% | −57−3.6% | Reduced |
| NWF Advisory Services Inc. | 1,549 | $203.6K | 0.03% | +1,549 | New |
| Act Wealth Management, LLC | 1,550 | $203.6K | 0.10% | −530−25.5% | Reduced |
| Birchcreek Wealth Management, LLC | 1,551 | $203.8K | 0.11% | +1,551 | New |
| Princeton Capital Management LLC | 1,565 | $205.6K | 0.07% | +5+0.3% | Added |
| Charter Oak Capital Management, LLC | 1,566 | $205.7K | 0.02% | +1,566 | New |
| Asset Advisors Investment Management, LLC | 1,570 | $206.3K | 0.02% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,575 | $206.9K | 0.05% | +1,575 | New |
| New Potomac Partners, LLC | 1,576 | $207.1K | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,584 | $208.1K | 0.01% | +1,351+579.8% | Added |
| Clarity Capital Partners LLC | 1,585 | $208.2K | 0.14% | −200−11.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,586 | $208.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,595 | $209.5K | 0.08% | −128−7.4% | Reduced |
| Braun-Bostich & Associates Inc. | 1,599 | $210.1K | 0.18% | −858−34.9% | Reduced |
| McAdam, LLC | 1,600 | $210.2K | 0.01% | −133−7.7% | Reduced |
| Delap Wealth Advisory, LLC | 1,601 | $210.3K | 0.09% | +1,601 | New |
| Facet Wealth, Inc. | 1,739 | $210.8K | 0.01% | −481−21.7% | Reduced |
| Triad Wealth Partners, LLC | 1,606 | $211.0K | 0.16% | +1,606 | New |
| Quotient Wealth Partners, LLC | 1,620 | $212.8K | 0.01% | +1,620 | New |
| Mystic Asset Management, Inc. | 1,637 | $215.1K | 0.09% | +1,637 | New |
| ZWJ Investment Counsel Inc | 1,640 | $215.4K | 0.01% | −249−13.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,650 | $216.8K | 0.06% | −773−31.9% | Reduced |
| Allianz SE | 1,650 | $216.8K | 0.01% | +1,650 | New |
| Regent Peak Wealth Advisors LLC | 1,651 | $216.9K | 0.06% | +39+2.4% | Added |
| Integral Investment Advisors, Inc. | 1,659 | $217.2K | 0.09% | +37+2.3% | Added |
| Carnegie Capital Asset Management, LLC | 1,667 | $219.0K | 0.01% | −482−22.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,668 | $219.1K | 0.01% | +12+0.7% | Added |
| Plancorp, LLC | 1,673 | $219.8K | 0.01% | +76+4.8% | Added |
| Morningstar Investment Management LLC | 1,672 | $220.0K | 0.02% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 1,675 | $220.0K | 0.18% | +1,675 | New |
| Mraz, Amerine & Associates, Inc. | 1,675 | $220.0K | 0.04% | −300−15.2% | Reduced |
| Sepio Capital, LP | 1,675 | $220.1K | 0.02% | +1,675 | New |
| Legacy Financial Group LLC | 1,679 | $220.6K | 0.04% | +1,679 | New |
| Watershed Private Wealth LLC | 1,680 | $220.7K | 0.10% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,681 | $220.8K | 0.09% | +11+0.7% | Added |
| Perissos Private Wealth Management, LLC | 1,689 | $221.8K | 0.20% | +1,689 | New |
| Guyasuta Investment Advisors Inc | 1,700 | $222.6K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,696 | $222.9K | 0.11% | +746+78.5% | Added |
| Jackson Hole Capital Partners, LLC | 1,698 | $223.1K | 0.05% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,716 | $225.4K | 0.15% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,720 | $226.0K | 0.02% | −163−8.7% | Reduced |
| Madison Asset Management, LLC | 1,721 | $226.1K | 0.00% | 00.0% | Unchanged |
| Doheny Asset Management | 1,725 | $227.0K | 0.19% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,728 | $227.0K | 0.06% | +2+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,729 | $227.1K | 0.08% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,730 | $227.2K | 0.04% | −35−2.0% | Reduced |
| V-Square Quantitative Management LLC | 1,730 | $227.3K | 0.04% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,731 | $227.4K | 0.04% | −288−14.3% | Reduced |
| Connectus Wealth, LLC | 1,735 | $228.2K | 0.01% | −15,747−90.1% | Reduced |
| Sachetta, LLC | 1,745 | $228.5K | 0.11% | 00.0% | Unchanged |
| First Bank & Trust | 1,742 | $228.8K | 0.05% | +126+7.8% | Added |
| Delta Financial Advisors LLC | 1,748 | $229.6K | 0.09% | 00.0% | Unchanged |
| Trust Investment Advisors | 1,750 | $229.9K | 0.17% | 00.0% | Unchanged |
| City State Bank | 1,747 | $230.0K | 0.10% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,761 | $231.3K | 0.07% | −200−10.2% | Reduced |
| Oakworth Capital, Inc. | 1,770 | $232.5K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,773 | $232.9K | 0.04% | +1,773 | New |
| My Legacy Advisors, LLC | 1,776 | $233.3K | 0.08% | −38−2.1% | Reduced |
| Cidel Asset Management Inc | 1,781 | $234.0K | 0.02% | −74−4.0% | Reduced |
| Summit Global Investments | 1,778 | $234.0K | 0.02% | +15+0.9% | Added |
| Omnia Family Wealth, LLC | 1,782 | $234.1K | 0.11% | +1,782 | New |
| Cypress Wealth Services, LLC | 1,784 | $234.3K | 0.05% | −1,710−48.9% | Reduced |
| Parkside Advisors LLC | 1,787 | $234.8K | 0.06% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,798 | $236.2K | 0.05% | +46+2.6% | Added |
| Quadrant Capital Group LLC | 1,798 | $236.2K | 0.02% | +179+11.1% | Added |
| Culbertson A N & Co Inc | 1,800 | $236.5K | 0.04% | 00.0% | Unchanged |
| Maven Securities LTD | 1,808 | $237.5K | 0.01% | +1,808 | New |
| PFG Advisors | 1,810 | $237.7K | 0.02% | −271−13.0% | Reduced |
| GYL Financial Synergies, LLC | 1,817 | $238.7K | 0.02% | −184−9.2% | Reduced |
| McDaniel Terry & Co | 1,818 | $239.0K | 0.02% | +118+6.9% | Added |
| Banque Pictet & Cie SA | 1,820 | $239.1K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,822 | $239.4K | 0.00% | −248−12.0% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,822 | $239.4K | 0.10% | −201−9.9% | Reduced |
| PFG Private Wealth Management, LLC | 1,825 | $239.8K | 0.15% | −180−9.0% | Reduced |
| Rockland Trust Co | 1,825 | $239.8K | 0.01% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,830 | $240.4K | 0.00% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,835 | $241.1K | 0.02% | +1,835 | New |
| Novare Capital Management LLC | 1,840 | $241.7K | 0.02% | +130+7.6% | Added |
| Teamwork Financial Advisors, LLC | 1,840 | $241.8K | 0.04% | −316−14.7% | Reduced |
| Peddock Capital Advisors, LLC | 1,842 | $242.0K | 0.06% | +41+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,849 | $242.9K | 0.04% | −12−0.6% | Reduced |