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 |
|---|---|---|---|---|---|
| Avondale Wealth Management | 3,000 | $394.1K | 0.28% | +200+7.1% | Added |
| MKT Advisors LLC | 3,145 | $396.5K | 0.22% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,039 | $399.3K | 0.02% | +36+1.2% | Added |
| Equitable Trust Co | 3,060 | $402.0K | 0.03% | +300+10.9% | Added |
| Marex Group plc | 3,067 | $402.9K | 0.01% | +3,067 | New |
| Channel Wealth LLC | 3,082 | $404.9K | 0.16% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,099 | $407.1K | 0.01% | +1,417+84.2% | Added |
| Marble Harbor Investment Counsel, LLC | 3,100 | $407.2K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,101 | $407.4K | 0.02% | −110−3.4% | Reduced |
| Hofer & Associates. Inc | 3,111 | $408.7K | 0.34% | −50−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,126 | $410.7K | 0.02% | +1,019+48.4% | Added |
| MSH Capital Advisors LLC | 3,134 | $411.7K | 0.14% | −24−0.8% | Reduced |
| Perennial Investment Advisors, LLC | 3,138 | $412.2K | 0.06% | −700−18.2% | Reduced |
| Regal Investment Advisors LLC | 3,144 | $413.0K | 0.03% | +138+4.6% | Added |
| Autumn Glory Partners, LLC | 3,145 | $413.2K | 0.20% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,145 | $413.2K | 0.07% | +10.0% | Added |
| Iron Financial, LLC | 3,147 | $413.4K | 0.23% | +5+0.2% | Added |
| Westshore Wealth, LLC | 3,149 | $413.7K | 0.17% | −27−0.9% | Reduced |
| Courier Capital LLC | 3,150 | $413.8K | 0.03% | −50−1.6% | Reduced |
| Veracity Capital LLC | 3,152 | $414.1K | 0.16% | +114+3.8% | Added |
| APCM Wealth Management for Individuals | 3,161 | $415.3K | 0.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,164 | $415.7K | 0.02% | +219+7.4% | Added |
| Glen Eagle Advisors, LLC | 3,166 | $415.9K | 0.08% | −9−0.3% | Reduced |
| BTC Capital Management, Inc. | 3,180 | $417.8K | 0.04% | +3,180 | New |
| Keel Point, LLC | 3,198 | $420.2K | 0.04% | −144−4.3% | Reduced |
| Optimum Investment Advisors | 3,200 | $420.4K | 0.19% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,210 | $421.7K | 0.01% | −25−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,218 | $422.8K | 0.07% | +16+0.5% | Added |
| Wesbanco Bank Inc | 3,222 | $423.3K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 3,230 | $424.3K | 0.01% | +3,230 | New |
| Stanley-Laman Group, Ltd. | 3,242 | $425.9K | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,247 | $426.6K | 0.03% | +11+0.3% | Added |
| Enterprise Financial Services Corp | 3,247 | $426.6K | 0.26% | +68+2.1% | Added |
| Fragasso Group Inc. | 3,255 | $427.7K | 0.04% | +91+2.9% | Added |
| Marest Capital, LLC | 3,263 | $428.7K | 0.40% | +24+0.7% | Added |
| Ramirez Asset Management, Inc. | 3,266 | $429.1K | 0.09% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,275 | $430.2K | 0.05% | −6−0.2% | Reduced |
| South State Corp. | 3,280 | $430.9K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,293 | $432.6K | 0.03% | +3,293 | New |
| BLB&B Advisors, LLC | 3,308 | $434.6K | 0.02% | −158−4.6% | Reduced |
| Westmount Partners, LLC | 3,312 | $435.1K | 0.16% | +13+0.4% | Added |
| OMC Financial Services LTD | 3,318 | $436.0K | 0.22% | +3,318 | New |
| Evoke Wealth, LLC | 3,326 | $437.0K | 0.01% | +3,326 | New |
| Janney Capital Management LLC | 3,335 | $438.0K | 0.03% | −229−6.4% | Reduced |
| Park National Corp | 3,335 | $438.1K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,344 | $439.3K | 0.04% | −84−2.5% | Reduced |
| Marshall Financial Group LLC | 3,353 | $440.5K | 0.13% | −2−0.1% | Reduced |
| Marshall Wace, LLP | 3,373 | $443.1K | 0.00% | +3,373 | New |
| Glass Jacobson Investment Advisors llc | 3,379 | $443.8K | 0.17% | −274−7.5% | Reduced |
| Slow Capital, Inc. | 3,380 | $444.0K | 0.07% | −37−1.1% | Reduced |
| Empirical Finance, LLC | 3,419 | $449.2K | 0.03% | +1,065+45.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,419 | $449.2K | 0.20% | −2,219−39.4% | Reduced |
| West Bancorporation Inc | 3,423 | $449.7K | 0.30% | −750−18.0% | Reduced |
| Whalerock Point Partners, LLC | 3,428 | $450.3K | 0.12% | +600+21.2% | Added |
| Sigma Investment Counselors Inc | 3,428 | $450.4K | 0.03% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,429 | $450.4K | 0.20% | −111−3.1% | Reduced |
| Fort Point Capital Partners LLC | 3,436 | $451.4K | 0.06% | −309−8.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,637 | $451.4K | 0.24% | +3,637 | New |
| IVC Wealth Advisors LLC | 3,437 | $451.5K | 0.26% | −184−5.1% | Reduced |
| Avestar Capital, LLC | 3,438 | $451.6K | 0.05% | +829+31.8% | Added |
| American Assets Investment Management, LLC | 3,455 | $453.9K | 0.04% | +3,455 | New |
| Avantax Planning Partners, Inc. | 3,465 | $455.2K | 0.01% | −62−1.8% | Reduced |
| Federated Hermes, Inc. | 3,467 | $455.5K | 0.00% | +685+24.6% | Added |
| Garden State Investment Advisory Services LLC | 3,478 | $456.8K | 0.17% | +131+3.9% | Added |
| Eagle Wealth Strategies LLC | 3,487 | $456.9K | 0.37% | +3+0.1% | Added |
| Merrion Investment Management Co, LLC | 3,500 | $459.8K | 0.33% | 00.0% | Unchanged |
| Tower Bridge Advisors | 3,509 | $461.0K | 0.05% | −3,547−50.3% | Reduced |
| Exencial Wealth Advisors, LLC | 3,512 | $461.4K | 0.02% | +2+0.1% | Added |
| Montag A & Associates Inc | 3,514 | $461.6K | 0.02% | +1,300+58.7% | Added |
| Bernardo Wealth Planning LLC | 3,524 | $462.9K | 0.13% | −4−0.1% | Reduced |
| Keystone Financial Group | 3,529 | $463.6K | 0.07% | +450+14.6% | Added |
| Armstrong Advisory Group, Inc | 3,545 | $464.1K | 0.05% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 3,540 | $465.0K | 0.11% | −20−0.6% | Reduced |
| Mosley Wealth Management | 3,540 | $465.1K | 0.44% | −132−3.6% | Reduced |
| Poehling Capital Management, LLC | 3,540 | $465.1K | 0.12% | −85−2.3% | Reduced |
| Select Asset Management & Trust | 3,550 | $466.0K | 0.19% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,576 | $469.8K | 0.03% | −1,001−21.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,580 | $470.3K | 0.05% | +70+2.0% | Added |
| Onyx Bridge Wealth Group LLC | 3,851 | $471.7K | 0.08% | −230−5.6% | Reduced |
| Moody Aldrich Partners LLC | 3,595 | $472.3K | 0.08% | −92−2.5% | Reduced |
| Laffer Tengler Investments | 3,600 | $472.9K | 0.12% | +2,461+216.1% | Added |
| Commerzbank Aktiengesellschaft | 3,596 | $473.0K | 0.02% | +855+31.2% | Added |
| Fairhaven Wealth Management, LLC | 3,606 | $473.7K | 0.16% | +4+0.1% | Added |
| Valued Retirements, Inc. | 3,611 | $474.4K | 0.76% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,621 | $475.7K | 0.28% | −15−0.4% | Reduced |
| Bigelow Investment Advisors, LLC | 3,632 | $477.1K | 0.23% | +547+17.7% | Added |
| Eagle Global Advisors LLC | 3,638 | $477.9K | 0.03% | +738+25.4% | Added |
| Flputnam Investment Management Co | 3,639 | $478.1K | 0.01% | −326−8.2% | Reduced |
| Enterprise Bank & Trust Co | 3,643 | $478.6K | 0.16% | +40+1.1% | Added |
| Ambassador Advisors, LLC | 3,646 | $479.0K | 0.09% | +3,646 | New |
| Gryphon Financial Partners LLC | 3,659 | $480.7K | 0.08% | +3,659 | New |
| Jones Financial Companies LLLP | 3,661 | $480.9K | 0.00% | +3,575+4,157.0% | Added |
| Univest Financial Corp | 3,688 | $484.5K | 0.14% | +368+11.1% | Added |
| Cassaday & Co Wealth Management LLC | 3,696 | $485.6K | 0.02% | +627+20.4% | Added |
| Fortis Capital Advisors, LLC | 3,705 | $486.7K | 0.20% | +3,705 | New |
| Redwood Financial Network Corp | 3,710 | $487.4K | 0.42% | −67−1.8% | Reduced |
| Round Rock Advisors, LLC | 3,712 | $487.7K | 0.12% | +712+23.7% | Added |
| O'Dell Group, LLC | 3,715 | $488.1K | 0.12% | +10.0% | Added |
| Sentry Investment Management LLC | 3,719 | $489.0K | 0.19% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,727 | $489.6K | 0.01% | −77−2.0% | Reduced |