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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 4,992 | $655.8K | 0.03% | −62,201−92.6% | Reduced |
| Seamount Financial Group Inc | 4,993 | $655.9K | 0.57% | −70−1.4% | Reduced |
| NorthStar Asset Management LLC | 4,995 | $656.1K | 0.50% | +36+0.7% | Added |
| WBH Advisory Inc | 4,997 | $656.4K | 0.07% | −582−10.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $656.8K | 0.00% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 5,000 | $656.9K | 0.35% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,010 | $658.2K | 0.06% | −98−1.9% | Reduced |
| Ameliora Wealth Management Ltd. | 5,010 | $658.2K | 0.30% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 5,021 | $659.6K | 0.51% | −925−15.6% | Reduced |
| AE Wealth Management LLC | 5,047 | $663.0K | 0.01% | −50,536−90.9% | Reduced |
| Ascent Group, LLC | 5,059 | $664.6K | 0.06% | −303−5.7% | Reduced |
| Geneos Wealth Management Inc. | 5,059 | $664.6K | 0.03% | −198−3.8% | Reduced |
| Verus Capital Partners, LLC | 5,094 | $669.2K | 0.07% | −97−1.9% | Reduced |
| Intrua Financial, LLC | 5,098 | $669.8K | 0.10% | +7+0.1% | Added |
| 1620 Investment Advisors, Inc. | 331 | $669.9K | 0.68% | −4,731−93.5% | Reduced |
| WNY Asset Management, LLC | 5,100 | $670.0K | 0.10% | −1,180−18.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,101 | $670.1K | 0.04% | −154−2.9% | Reduced |
| Steward Partners Investment Solutions, LLC | 5,103 | $670.4K | 0.11% | +5,103 | New |
| Worth Financial Advisory Group, LLC | 5,105 | $670.7K | 0.46% | +606+13.5% | Added |
| Laidlaw Wealth Management LLC | 5,119 | $672.5K | 0.38% | −17,985−77.8% | Reduced |
| Willner & Heller, LLC | 5,137 | $674.9K | 0.67% | −41−0.8% | Reduced |
| Kozak & Associates, Inc. | 5,282 | $675.4K | 0.18% | +75+1.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,150 | $676.6K | 0.38% | +550+12.0% | Added |
| Smithfield Trust Co | 5,186 | $681.0K | 0.04% | +127+2.5% | Added |
| Impax Asset Management Group plc | 5,200 | $683.1K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,200 | $683.1K | 0.04% | +5,200 | New |
| Roble, Belko & Company, Inc | 5,229 | $687.0K | 0.12% | +5,000+2,183.4% | Added |
| Revolve Wealth Partners, LLC | 5,231 | $687.2K | 0.12% | +324+6.6% | Added |
| Meridian Wealth Advisors, LLC | 5,235 | $687.7K | 0.13% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,244 | $688.9K | 0.06% | +550+11.7% | Added |
| Visionary Wealth Advisors | 5,267 | $691.9K | 0.05% | −195−3.6% | Reduced |
| Curbstone Financial Management Corp | 5,280 | $693.6K | 0.15% | −200−3.6% | Reduced |
| TRUE Private Wealth Advisors | 5,296 | $695.7K | 0.08% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 5,300 | $696.3K | 0.24% | +5,300 | New |
| Focus Financial Network, Inc. | 5,787 | $696.3K | 0.03% | +5,787 | New |
| Camden Capital, LLC | 5,317 | $698.5K | 0.06% | +661+14.2% | Added |
| CAPROCK Group, Inc. | 5,319 | $698.8K | 0.04% | −41−0.8% | Reduced |
| FFT Wealth Management LLC | 5,319 | $698.8K | 0.06% | +225+4.4% | Added |
| David R. Rahn & Associates Inc. | 5,320 | $698.9K | 0.29% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,325 | $699.5K | 0.10% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 5,333 | $700.6K | 0.00% | −2,136−28.6% | Reduced |
| Monograph Wealth Advisors, LLC | 5,335 | $700.8K | 0.10% | +2,863+115.8% | Added |
| Ellevest, Inc. | 5,362 | $704.4K | 0.04% | +230+4.5% | Added |
| Leonteq Securities AG | 5,363 | $704.5K | 0.10% | +1,260+30.7% | Added |
| Whalen Wealth Management Inc. | 5,386 | $707.6K | 0.52% | +572+11.9% | Added |
| Trust Point Inc. | 5,397 | $709.0K | 0.06% | +2,057+61.6% | Added |
| Octavia Wealth Advisors, LLC | 5,400 | $709.4K | 0.10% | +20.0% | Added |
| Heritage Wealth Advisors | 5,421 | $712.2K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,433 | $713.7K | 0.15% | −61−1.1% | Reduced |
| McDonald Partners LLC | 5,438 | $714.3K | 0.20% | +10.0% | Added |
| Strategy Asset Managers LLC | 5,441 | $714.8K | 0.15% | +5,441 | New |
| Quad-Cities Investment Group, LLC | 5,475 | $719.2K | 0.42% | −500−8.4% | Reduced |
| Powell Investment Advisors, LLC | 5,520 | $725.2K | 0.38% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,545 | $728.0K | 0.07% | −124−2.2% | Reduced |
| Old Port Advisors | 5,542 | $728.1K | 0.22% | +19+0.3% | Added |
| Old National Bancorp | 5,545 | $728.4K | 0.02% | −125−2.2% | Reduced |
| Gilman Hill Asset Management, LLC | 5,570 | $731.7K | 0.13% | −30−0.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,579 | $732.9K | 0.23% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,592 | $734.6K | 0.18% | +994+21.6% | Added |
| Clifford Swan Investment Counsel LLC | 5,601 | $735.8K | 0.03% | −75−1.3% | Reduced |
| Viawealth, LLC | 5,603 | $736.1K | 0.46% | −752−11.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,603 | $736.1K | 0.00% | −158,753−96.6% | Reduced |
| Augustine Asset Management Inc | 5,606 | $736.5K | 0.31% | +20.0% | Added |
| Wedmont Private Capital | 5,591 | $738.0K | 0.05% | +373+7.1% | Added |
| Gladstone Institutional Advisory LLC | 5,645 | $741.6K | 0.04% | −2,039−26.5% | Reduced |
| Change Path, LLC | 5,657 | $743.0K | 0.03% | +3,840+211.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,670 | $744.9K | 0.01% | +95+1.7% | Added |
| OMNI 360 Wealth, Inc. | 5,683 | $746.6K | 0.62% | 00.0% | Unchanged |
| PGGM Investments | 5,710 | $750.0K | 0.01% | +5,710 | New |
| Mill Creek Capital Advisors, LLC | 5,718 | $751.2K | 0.02% | +423+8.0% | Added |
| Samalin Investment Counsel, LLC | 5,723 | $751.8K | 0.36% | −130−2.2% | Reduced |
| Riverview Capital Advisers, LLC | 5,745 | $754.7K | 0.26% | −90−1.5% | Reduced |
| Chicago Trust Co NA | 5,748 | $755.1K | 0.16% | +21+0.4% | Added |
| Busey Wealth Management | 5,765 | $757.3K | 0.03% | −82−1.4% | Reduced |
| Alpha Cubed Investments, LLC | 5,787 | $760.3K | 0.04% | +328+6.0% | Added |
| MONECO Advisors, LLC | 5,810 | $763.2K | 0.12% | +143+2.5% | Added |
| Shelton Capital Management | 5,844 | $767.7K | 0.02% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 5,850 | $768.5K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,850 | $768.6K | 0.03% | +2,654+83.0% | Added |
| Tyche Wealth Partners LLC | 5,851 | $768.6K | 0.19% | +4+0.1% | Added |
| Claro Advisors LLC | 5,875 | $771.9K | 0.13% | +459+8.5% | Added |
| Ausdal Financial Partners, Inc. | 5,883 | $772.8K | 0.09% | +24+0.4% | Added |
| Next Capital Management LLC | 5,892 | $774.1K | 0.31% | +149+2.6% | Added |
| Fisher Asset Management, LLC | 5,901 | $775.3K | 0.00% | +1,213+25.9% | Added |
| Csenge Advisory Group | 5,908 | $776.1K | 0.04% | −280−4.5% | Reduced |
| Northwest Bank & Trust Co | 6,680 | $778.9K | 0.72% | −106−1.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,943 | $780.8K | 0.07% | −237−3.8% | Reduced |
| Sax Wealth Advisors, LLC | 5,948 | $781.3K | 0.09% | +20.0% | Added |
| Carmel Capital Partners, LLC | 5,956 | $782.4K | 0.32% | −307−4.9% | Reduced |
| Executive Wealth Management, LLC | 5,977 | $783.2K | 0.07% | +67+1.1% | Added |
| First PREMIER Bank | 6,000 | $788.0K | 0.21% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $788.2K | 0.25% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 6,000 | $788.2K | 0.06% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,003 | $788.6K | 0.13% | −1,210−16.8% | Reduced |
| Cullen Capital Management LLC | 6,005 | $788.9K | 0.01% | +434+7.8% | Added |
| Redhawk Wealth Advisors, Inc. | 6,050 | $794.8K | 0.13% | −580−8.7% | Reduced |
| Cullen Investment Group, Ltd. | 6,293 | $794.8K | 0.13% | −481−7.1% | Reduced |
| AdvisorNet Financial, Inc | 6,051 | $795.0K | 0.08% | +195+3.3% | Added |
| Leo Wealth, LLC | 6,066 | $796.1K | 0.08% | +186+3.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,076 | $798.2K | 0.20% | −14−0.2% | Reduced |