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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 2,386 | $313.0K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,387 | $313.6K | 0.06% | −49−2.0% | Reduced |
| Capital Asset Advisory Services LLC | 2,461 | $314.0K | 0.02% | −150−5.7% | Reduced |
| Venturi Wealth Management, LLC | 2,406 | $316.1K | 0.02% | −184−7.1% | Reduced |
| Versant Capital Management, Inc | 2,411 | $316.7K | 0.09% | 00.0% | Unchanged |
| Gagnon Securities LLC | 2,411 | $316.7K | 0.07% | +256+11.9% | Added |
| BKD Wealth Advisors, LLC | 2,418 | $317.7K | 0.01% | −102−4.0% | Reduced |
| Reik & Co., LLC | 2,425 | $318.6K | 0.08% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 2,426 | $318.7K | 0.18% | 00.0% | Unchanged |
| Norden Group LLC | 2,427 | $318.8K | 0.06% | +744+44.2% | Added |
| CX Institutional | 2,428 | $319.0K | 0.02% | +558+29.8% | Added |
| CFM Wealth Partners LLC | 2,434 | $319.8K | 0.06% | +3+0.1% | Added |
| L2 Asset Management, LLC | 2,446 | $321.3K | 0.11% | +153+6.7% | Added |
| CenterStar Asset Management, LLC | 2,463 | $323.7K | 0.67% | +2,463 | New |
| Port Capital LLC | 2,467 | $324.0K | 0.02% | −23−0.9% | Reduced |
| Charter Trust Co | 2,469 | $324.4K | 0.02% | −286−10.4% | Reduced |
| Lantz Financial LLC | 2,472 | $324.7K | 0.10% | +22+0.9% | Added |
| Cynosure Management, LLC | 2,479 | $325.7K | 0.06% | +2,479 | New |
| United Advisor Group, LLC | 2,482 | $326.1K | 0.12% | +2,482 | New |
| Wealth Alliance | 2,487 | $326.7K | 0.04% | −19−0.8% | Reduced |
| Millennium Capital Advisors, LLC | 2,500 | $328.4K | 0.23% | +350+16.3% | Added |
| Foguth Wealth Management, LLC. | 2,500 | $328.4K | 0.18% | +2,500 | New |
| Selective Wealth Management, Inc. | 2,614 | $329.6K | 0.14% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,532 | $332.6K | 0.09% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,537 | $333.3K | 0.01% | +2,537 | New |
| CRA Financial Services, LLC | 2,543 | $334.1K | 0.07% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,555 | $335.7K | 0.09% | −12−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 2,560 | $336.3K | 0.07% | −257−9.1% | Reduced |
| Investmark Advisory Group LLC | 2,564 | $336.9K | 0.18% | +9+0.4% | Added |
| Ci Investments Inc. | 2,575 | $338.0K | 0.00% | +615+31.4% | Added |
| Capital Advisors, Ltd. LLC | 2,583 | $339.0K | 0.04% | +83+3.3% | Added |
| Marino, Stram & Associates LLC | 2,594 | $340.7K | 0.08% | +2+0.1% | Added |
| Cipher Capital LP | 2,595 | $340.9K | 0.16% | +2,595 | New |
| Aft, Forsyth & Sober, LLC | 6,200 | $341.6K | 0.12% | +3,600+138.5% | Added |
| Creekmur Asset Management LLC | 2,601 | $341.7K | 0.12% | 00.0% | Unchanged |
| Essex LLC | 2,606 | $342.4K | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,609 | $342.7K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,619 | $344.1K | 0.09% | +69+2.7% | Added |
| Balboa Wealth Partners | 2,624 | $344.7K | 0.11% | +2,624 | New |
| Rise Advisors, LLC | 2,631 | $345.6K | 0.18% | +265+11.2% | Added |
| Delta Financial Group, Inc. | 2,633 | $346.0K | 0.10% | −20−0.8% | Reduced |
| SOA Wealth Advisors, LLC. | 2,641 | $347.0K | 0.07% | +3+0.1% | Added |
| Knightsbridge Asset Management, LLC | 2,654 | $347.5K | 0.10% | 00.0% | Unchanged |
| Conning Inc. | 2,645 | $347.5K | 0.01% | −130−4.7% | Reduced |
| Evermay Wealth Management LLC | 2,650 | $348.1K | 0.05% | +18+0.7% | Added |
| Vise Technologies, Inc. | 2,653 | $348.5K | 0.07% | +263+11.0% | Added |
| Aspiriant, LLC | 2,653 | $348.5K | 0.01% | +2,653 | New |
| Peak Financial Management, Inc. | 2,655 | $348.7K | 0.11% | +513+23.9% | Added |
| Capital Performance Advisors LLP | 2,659 | $349.3K | 0.13% | +63+2.4% | Added |
| Allstate Corp | 2,660 | $349.4K | 0.02% | −12−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,661 | $349.6K | 0.02% | +293+12.4% | Added |
| Proequities, Inc. | 2,676 | $351.5K | 0.02% | −1,022−27.6% | Reduced |
| Imprint Wealth LLC | 2,693 | $352.8K | 0.09% | +2,693 | New |
| Spirepoint Private Client, LLC | 2,689 | $353.3K | 0.05% | +2,689 | New |
| Fidelis Capital Partners, LLC | 2,700 | $354.7K | 0.05% | +2,700 | New |
| Relyea Zuckerberg Hanson LLC | 2,701 | $354.8K | 0.06% | −187−6.5% | Reduced |
| Tradewinds, LLC. | 2,707 | $355.6K | 0.32% | +2,707 | New |
| Triumph Capital Management | 2,715 | $355.7K | 0.15% | 00.0% | Unchanged |
| First County Bank | 2,710 | $356.0K | 0.17% | −115−4.1% | Reduced |
| Kolinsky Wealth Management, LLC | 2,722 | $357.6K | 0.27% | +916+50.7% | Added |
| Pegasus Partners Ltd. | 2,731 | $358.8K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,732 | $359.0K | 0.03% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,750 | $361.3K | 0.22% | −30−1.1% | Reduced |
| Emprise Bank | 2,750 | $361.3K | 0.24% | +2,750 | New |
| Northside Capital Management, LLC | 2,752 | $361.6K | 0.06% | −474−14.7% | Reduced |
| Hudock, Inc. | 2,773 | $364.3K | 0.08% | −15,230−84.6% | Reduced |
| Brogan Financial, Inc. | 2,787 | $366.2K | 0.24% | +17+0.6% | Added |
| BOS Asset Management, LLC | 2,789 | $366.4K | 0.19% | −1,468−34.5% | Reduced |
| Anchor Investment Management, LLC | 2,795 | $367.2K | 0.04% | −100−3.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,915 | $369.9K | 0.03% | +10.0% | Added |
| Kennedy Investment Group | 2,817 | $370.0K | 0.20% | −10−0.4% | Reduced |
| Am Investment Strategies LLC | 2,826 | $371.0K | 0.09% | +2+0.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,327 | $371.0K | 0.02% | +731+20.3% | Added |
| Southeast Asset Advisors Inc. | 2,830 | $371.8K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,833 | $372.2K | 0.02% | −274−8.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,845 | $373.7K | 0.08% | +100+3.6% | Added |
| GSG Advisors LLC | 2,966 | $375.4K | 0.14% | +39+1.3% | Added |
| Larson Financial Group LLC | 2,862 | $375.9K | 0.03% | −1,222−29.9% | Reduced |
| RB Capital Management, LLC | 2,873 | $377.4K | 0.10% | +121+4.4% | Added |
| Schrum Private Wealth Management LLC | 2,878 | $378.0K | 0.34% | +2,878 | New |
| Opal Wealth Advisors, LLC | 2,884 | $378.9K | 0.13% | −103−3.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,009 | $379.4K | 0.33% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,894 | $380.2K | 0.11% | +2,135+281.3% | Added |
| Verum Partners LLC | 2,897 | $380.6K | 0.14% | +5+0.2% | Added |
| Sterneck Capital Management, LLC | 2,900 | $381.0K | 0.23% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,900 | $381.0K | 0.08% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,905 | $381.6K | 0.40% | −30−1.0% | Reduced |
| WoodTrust Financial Corp | 2,909 | $382.0K | 0.06% | +9+0.3% | Added |
| Harbour Capital Advisors, LLC | 3,025 | $382.1K | 0.09% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,926 | $384.4K | 0.00% | −312−9.6% | Reduced |
| Pacific Global Investment Management CO | 2,933 | $385.3K | 0.07% | −141−4.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,937 | $385.8K | 0.09% | −108−3.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,948 | $387.4K | 0.06% | +378+14.7% | Added |
| Ingalls & Snyder LLC | 2,955 | $388.0K | 0.02% | −6−0.2% | Reduced |
| ASB Consultores, LLC | 2,954 | $388.0K | 0.10% | +2,954 | New |
| SYSTM Wealth Solutions LLC | 2,975 | $390.8K | 0.05% | −138−4.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $393.1K | 0.23% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,996 | $393.6K | 0.08% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,001 | $394.0K | 0.01% | −1,008−25.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,000 | $394.1K | 0.27% | 00.0% | Unchanged |