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 |
|---|---|---|---|---|---|
| Full Sail Capital, LLC | 1,850 | $243.0K | 0.02% | −15−0.8% | Reduced |
| LVW Advisors, LLC | 1,852 | $243.3K | 0.04% | +170+10.1% | Added |
| Farmers & Merchants Investments Inc | 1,859 | $244.2K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,865 | $244.4K | 0.29% | −14−0.7% | Reduced |
| Hoxton Planning & Management, LLC | 1,867 | $245.3K | 0.12% | +128+7.4% | Added |
| Trust Co of Vermont | 1,875 | $246.3K | 0.01% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 1,880 | $247.0K | 0.06% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,884 | $247.5K | 0.04% | −188−9.1% | Reduced |
| CCG Wealth Management, LLC | 1,894 | $248.8K | 0.15% | +1,894 | New |
| Eagle Ridge Investment Management | 1,900 | $249.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $249.6K | 0.12% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,900 | $249.6K | 0.02% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,909 | $250.8K | 0.12% | +46+2.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,917 | $251.8K | 0.04% | +1,917 | New |
| 9258 Wealth Management, LLC | 1,917 | $251.8K | 0.04% | +1,917 | New |
| JSF Financial, LLC | 1,920 | $252.2K | 0.08% | +98+5.4% | Added |
| Schwab Charitable Fund | 1,925 | $252.9K | 0.01% | −475−19.8% | Reduced |
| Cadinha & Co LLC | 1,925 | $252.9K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 1,926 | $253.0K | 0.17% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,929 | $253.4K | 0.06% | +65+3.5% | Added |
| Massmutual Trust Co FSB | 1,931 | $253.7K | 0.01% | +174+9.9% | Added |
| Main Street Financial Solutions, LLC | 1,935 | $254.2K | 0.03% | −63−3.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,938 | $254.6K | 0.03% | +38+2.0% | Added |
| Legacy Bridge, LLC | 1,955 | $256.8K | 0.15% | 00.0% | Unchanged |
| Lee Financial Co | 1,959 | $257.3K | 0.04% | +23+1.2% | Added |
| Berger Financial Group, Inc | 1,963 | $257.9K | 0.02% | −10−0.5% | Reduced |
| Woodward Diversified Capital, LLC | 1,964 | $258.0K | 0.16% | +4+0.2% | Added |
| PDS Planning, Inc | 1,966 | $258.3K | 0.03% | +267+15.7% | Added |
| Blue Investment Partners LLC | 1,967 | $258.4K | 0.13% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,990 | $261.4K | 0.15% | −49−2.4% | Reduced |
| Navellier & Associates Inc | 2,000 | $262.7K | 0.03% | −500−20.0% | Reduced |
| Searle & Co. | 2,000 | $262.7K | 0.07% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,000 | $262.7K | 0.03% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,000 | $262.7K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,000 | $262.7K | 0.19% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 2,000 | $262.7K | 0.17% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,000 | $262.7K | 0.02% | +2,000 | New |
| Philadelphia Trust Co | 2,000 | $263.0K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 2,013 | $263.5K | 0.08% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,010 | $264.1K | 0.02% | +2,010 | New |
| First Trust Investment Solutions L.P. | 2,016 | $264.8K | 0.05% | +2,016 | New |
| Objective Capital Management, LLC | 2,017 | $264.9K | 0.18% | +22+1.1% | Added |
| Astoria Portfolio Advisors LLC. | 2,191 | $265.5K | 0.10% | +29+1.3% | Added |
| Traphagen Investment Advisors LLC | 2,023 | $265.8K | 0.03% | +60+3.1% | Added |
| Main Street Group, LTD | 2,033 | $266.8K | 0.12% | +833+69.4% | Added |
| Emfo, LLC | 2,032 | $266.9K | 0.24% | −750−27.0% | Reduced |
| Schnieders Capital Management LLC | 2,038 | $267.7K | 0.06% | −1,500−42.4% | Reduced |
| All Terrain Financial Advisors, LLC | 2,040 | $267.9K | 0.12% | +13+0.6% | Added |
| Wolff Financial Management LLC | 2,042 | $268.0K | 0.08% | +2+0.1% | Added |
| Masso Torrence Wealth Management Inc. | 2,040 | $268.0K | 0.16% | +8+0.4% | Added |
| Roof Eidam & Maycock | 2,055 | $270.0K | 0.07% | +2,055 | New |
| Certified Advisory Corp | 2,055 | $270.0K | 0.04% | +25+1.2% | Added |
| Deseret Mutual Benefit Administrators | 2,057 | $270.2K | 0.14% | +198+10.7% | Added |
| Dorsey & Whitney Trust CO LLC | 2,064 | $271.1K | 0.02% | −424−17.0% | Reduced |
| OneAscent Financial Services LLC | 2,073 | $272.0K | 0.03% | −72−3.4% | Reduced |
| Romano Brothers and Company | 2,086 | $274.0K | 0.04% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 2,086 | $274.1K | 0.12% | +2,086 | New |
| Dover Advisors, LLC | 2,090 | $274.6K | 0.19% | +40+2.0% | Added |
| WMS Partners, LLC | 2,091 | $274.7K | 0.02% | −23−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,094 | $275.1K | 0.02% | +41+2.0% | Added |
| Associated Banc-Corp | 2,095 | $275.2K | 0.01% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,100 | $275.9K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,108 | $276.9K | 0.04% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,115 | $278.0K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,125 | $279.2K | 0.09% | +20+1.0% | Added |
| Advisory Alpha, LLC | 2,126 | $279.3K | 0.01% | +476+28.8% | Added |
| GSB Wealth Management, LLC | 2,135 | $280.5K | 0.08% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,145 | $281.8K | 0.02% | +595+38.4% | Added |
| Truvestments Capital LLC | 2,154 | $283.0K | 0.11% | −230−9.6% | Reduced |
| Strategic Advocates LLC | 2,159 | $283.6K | 0.11% | +2,159 | New |
| Aire Advisors, LLC | 2,167 | $284.9K | 0.06% | +62+2.9% | Added |
| Lincoln Capital Corp | 2,187 | $287.3K | 0.13% | −1,476−40.3% | Reduced |
| Smith Anglin Financial, LLC | 2,189 | $287.6K | 0.03% | +7+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,190 | $287.7K | 0.01% | −207−8.6% | Reduced |
| Confluence Wealth Services, Inc. | 2,198 | $288.7K | 0.03% | +118+5.7% | Added |
| Citizens Financial Group Inc | 2,209 | $290.2K | 0.01% | +2,209 | New |
| Clearwater Capital Advisors, LLC | 2,210 | $290.3K | 0.03% | +91+4.3% | Added |
| Concentric Wealth Management, LLC | 2,215 | $291.0K | 0.08% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,500 | $291.5K | 0.19% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,220 | $291.6K | 0.06% | +270+13.8% | Added |
| Gray Wealth Management Inc. | 2,222 | $291.9K | 0.13% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,230 | $293.0K | 0.02% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 2,242 | $294.6K | 0.20% | −302−11.9% | Reduced |
| Smart Portfolios, LLC | 2,245 | $294.9K | 0.31% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,250 | $295.6K | 0.17% | 00.0% | Unchanged |
| Renasant Bank | 2,277 | $299.1K | 0.21% | −105−4.4% | Reduced |
| Vista Capital Partners, Inc. | 2,278 | $299.3K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,302 | $302.4K | 0.04% | −123−5.1% | Reduced |
| Seven Mile Advisory | 2,302 | $302.4K | 0.23% | −10.0% | Reduced |
| Bristlecone Advisors, LLC | 2,310 | $303.5K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,314 | $304.0K | 0.09% | +2,314 | New |
| Eagle Strategies LLC | 2,317 | $304.3K | 0.07% | +2,317 | New |
| YHB Investment Advisors, Inc. | 2,320 | $304.8K | 0.03% | −90−3.7% | Reduced |
| GeoWealth Management, LLC | 2,325 | $305.4K | 0.01% | +2,325 | New |
| Rosenbaum Jay D. | 2,348 | $308.5K | 1.75% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,350 | $308.7K | 0.19% | −1,510−39.1% | Reduced |
| Maltin Wealth Management, Inc. | 2,356 | $309.5K | 0.17% | +5+0.2% | Added |
| JNBA Financial Advisors | 2,359 | $309.9K | 0.03% | −10−0.4% | Reduced |
| Israel Discount Bank of New York | 2,368 | $311.1K | 0.39% | −1,550−39.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $312.7K | 0.08% | 00.0% | Unchanged |