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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 3,746 | $490.0K | 0.01% | −2,316−38.2% | Reduced |
| Vaughan David Investments LLC | 3,727 | $490.0K | 0.01% | +1,473+65.4% | Added |
| Mattern Wealth Management LLC | 3,731 | $490.1K | 0.12% | +6+0.2% | Added |
| Plotkin Financial Advisors, LLC | 3,759 | $493.8K | 0.33% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 3,773 | $495.7K | 0.40% | +1,352+55.8% | Added |
| SlateStone Wealth, LLC | 3,781 | $497.0K | 0.05% | +70+1.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $499.2K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,805 | $499.9K | 0.13% | +2+0.1% | Added |
| Townsend Asset Management Corp | 3,812 | $500.8K | 0.20% | +3+0.1% | Added |
| Eisler Capital (UK) Ltd. | 3,827 | $502.8K | 0.06% | +3,827 | New |
| Summit Financial, LLC | 3,841 | $504.5K | 0.03% | −989−20.5% | Reduced |
| Parkside Financial Bank & Trust | 3,850 | $505.8K | 0.08% | +74+2.0% | Added |
| TFB Advisors LLC | 4,309 | $506.3K | 0.18% | +1,395+47.9% | Added |
| Robertson Stephens Wealth Management, LLC | 3,870 | $508.3K | 0.03% | +1,596+70.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,875 | $509.1K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,885 | $510.4K | 0.01% | +786+25.4% | Added |
| Family Management Corp | 3,894 | $511.6K | 0.09% | +420+12.1% | Added |
| Fundamentun, LLC | 3,902 | $512.6K | 0.05% | +385+10.9% | Added |
| Summit Financial Wealth Advisors, LLC | 3,912 | $513.9K | 0.10% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 3,920 | $515.0K | 0.62% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 3,920 | $515.0K | 0.02% | −115−2.9% | Reduced |
| HCR Wealth Advisors | 3,922 | $515.3K | 0.08% | +2,135+119.5% | Added |
| Burney Co | 3,927 | $515.9K | 0.02% | −19−0.5% | Reduced |
| Fiduciary Family Office, LLC | 3,942 | $517.8K | 0.20% | −478−10.8% | Reduced |
| Cardiff Park Advisors, LLC | 3,958 | $520.0K | 0.05% | +3,958 | New |
| Sageworth Trust Co of South Dakota | 3,960 | $520.2K | 0.80% | +3,960 | New |
| Regatta Capital Group, LLC | 3,975 | $522.2K | 0.12% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,980 | $522.8K | 0.16% | +140+3.6% | Added |
| Lion Street Advisors, LLC | 3,996 | $523.3K | 0.21% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,985 | $523.5K | 0.30% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,993 | $524.6K | 0.30% | −1,366−25.5% | Reduced |
| Diversified Portfolios, Inc. | 4,000 | $525.5K | 0.07% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 4,011 | $526.9K | 0.16% | +106+2.7% | Added |
| First Heartland Consultants, Inc. | 4,031 | $530.0K | 0.06% | +3+0.1% | Added |
| First American Trust, FSB | 4,046 | $531.6K | 0.06% | −636−13.6% | Reduced |
| Logan Capital Management Inc | 4,125 | $541.9K | 0.02% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 4,149 | $545.1K | 0.40% | +373+9.9% | Added |
| Sweet Financial Partners, LLC | 4,155 | $545.8K | 0.13% | +20.0% | Added |
| Spinnaker Investment Group, LLC | 4,171 | $547.9K | 0.15% | +37+0.9% | Added |
| Operose Advisors LLC | 4,182 | $549.3K | 0.19% | +18+0.4% | Added |
| Guinness Asset Management LTD | 4,183 | $549.5K | 0.01% | −125−2.9% | Reduced |
| M3 Advisory Group, LLC | 4,186 | $549.9K | 0.50% | +457+12.3% | Added |
| Bienville Capital Management, LLC | 4,202 | $552.0K | 0.17% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,222 | $554.6K | 0.06% | −36,393−89.6% | Reduced |
| Morton Capital Management LLC | 4,225 | $555.0K | 0.15% | −677−13.8% | Reduced |
| Vanguard Capital Wealth Advisors | 4,250 | $558.3K | 0.39% | −100−2.3% | Reduced |
| Chemistry Wealth Management LLC | 4,256 | $559.1K | 0.15% | +1,411+49.6% | Added |
| Sapient Capital LLC | 4,280 | $562.3K | 0.01% | −1,230−22.3% | Reduced |
| Paragon Private Wealth Management, LLC | 4,280 | $562.3K | 0.33% | −228−5.1% | Reduced |
| Cora Capital Advisors LLC | 4,289 | $563.4K | 0.30% | +13+0.3% | Added |
| Continuum Advisory, LLC | 4,597 | $565.6K | 0.08% | +4,597 | New |
| Ferguson Wellman Capital Management, Inc | 4,324 | $568.0K | 0.01% | −1,668−27.8% | Reduced |
| Bridgewater Associates, LP | 4,335 | $569.5K | 0.00% | −20,275−82.4% | Reduced |
| Secure Asset Management, LLC | 4,340 | $570.1K | 0.13% | −7,297−62.7% | Reduced |
| Wimmer Associates 1, LLC | 4,343 | $570.5K | 0.30% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,356 | $572.3K | 0.04% | +368+9.2% | Added |
| CM Wealth Advisors LLC | 4,718 | $573.2K | 0.16% | +4,718 | New |
| Manchester Capital Management LLC | 4,391 | $576.8K | 0.07% | +306+7.5% | Added |
| Checchi Capital Advisers, LLC | 4,392 | $577.0K | 0.05% | +307+7.5% | Added |
| Avory & Company, LLC | 4,400 | $578.1K | 0.39% | −3,681−45.6% | Reduced |
| Clear Creek Financial Management, LLC | 4,401 | $578.1K | 0.07% | +75+1.7% | Added |
| KMG Fiduciary Partners, LLC | 4,430 | $582.0K | 0.06% | −1,037−19.0% | Reduced |
| Accurate Wealth Management, LLC | 4,938 | $584.7K | 0.17% | +413+9.1% | Added |
| Lindbrook Capital, LLC | 4,466 | $586.7K | 0.05% | +210+4.9% | Added |
| Alerus Financial NA | 4,473 | $587.6K | 0.04% | −28−0.6% | Reduced |
| SageView Advisory Group, LLC | 4,474 | $587.7K | 0.03% | −1,482−24.9% | Reduced |
| Premier Path Wealth Partners, LLC | 4,449 | $587.8K | 0.11% | +124+2.9% | Added |
| Montecito Bank & Trust | 4,484 | $589.1K | 0.12% | −955−17.6% | Reduced |
| Gradient Capital Advisors, LLC | 4,487 | $589.5K | 0.22% | 00.0% | Unchanged |
| Greenleaf Trust | 4,525 | $594.4K | 0.01% | +1,437+46.5% | Added |
| San Luis Wealth Advisors LLC | 4,551 | $598.0K | 0.31% | −59−1.3% | Reduced |
| BSW Wealth Partners | 4,556 | $598.5K | 0.10% | +84+1.9% | Added |
| Lebenthal Global Advisors, LLC | 4,561 | $599.2K | 0.13% | +54+1.2% | Added |
| Moloney Securities Asset Management, LLC | 4,578 | $601.4K | 0.09% | +79+1.8% | Added |
| GAMMA Investing LLC | 4,581 | $601.8K | 0.12% | +869+23.4% | Added |
| Mission Wealth Management, LP | 4,586 | $602.5K | 0.02% | −2,615−36.3% | Reduced |
| MJP Associates Inc | 4,592 | $603.3K | 0.13% | +339+8.0% | Added |
| MGB Wealth Management, LLC | 4,625 | $607.6K | 0.25% | +125+2.8% | Added |
| Trajan Wealth LLC | 4,642 | $609.8K | 0.04% | +4,642 | New |
| Cornerstone Advisory, LLC | 4,676 | $614.3K | 0.09% | +561+13.6% | Added |
| Silverlake Wealth Management LLC | 4,691 | $616.3K | 0.31% | −357−7.1% | Reduced |
| Perkins Coie Trust Co | 4,697 | $617.0K | 0.14% | 00.0% | Unchanged |
| Birinyi Associates Inc | 4,705 | $618.1K | 0.20% | +7+0.1% | Added |
| Arcus Capital Partners, LLC | 4,750 | $624.0K | 0.20% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,802 | $631.0K | 0.06% | −549−10.3% | Reduced |
| LRI Investments, LLC | 4,813 | $632.3K | 0.16% | +4,813 | New |
| TruWealth Advisors, LLC | 4,813 | $632.3K | 0.04% | −69,482−93.5% | Reduced |
| Angeles Investment Advisors, LLC | 4,823 | $633.6K | 0.03% | +74+1.6% | Added |
| Godsey & Gibb Associates | 4,827 | $634.1K | 0.07% | −10−0.2% | Reduced |
| Coordinated Financial Services, Inc. | 4,840 | $635.8K | 0.56% | +4,840 | New |
| Benjamin Edwards Inc | 4,842 | $636.0K | 0.13% | +1,512+45.4% | Added |
| Zacks Investment Management | 4,884 | $641.5K | 0.01% | +44+0.9% | Added |
| Financial Partners Group, Inc | 4,899 | $643.5K | 0.10% | −18−0.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,929 | $647.5K | 0.23% | 00.0% | Unchanged |
| Davis R M Inc | 4,933 | $648.0K | 0.01% | −78−1.6% | Reduced |
| Franklin Street Advisors Inc | 4,940 | $649.0K | 0.05% | +4,940 | New |
| Gridiron Partners, LLC | 4,948 | $650.0K | 0.41% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 4,958 | $651.3K | 0.41% | −482−8.9% | Reduced |
| Salem Investment Counselors Inc | 4,965 | $652.3K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 4,989 | $655.4K | 0.00% | −30,011−85.7% | Reduced |