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 |
|---|---|---|---|---|---|
| Per Stirling Capital Management, LLC. | 6,140 | $806.6K | 0.13% | +13+0.2% | Added |
| Virtue Capital Management, LLC | 6,536 | $808.2K | 0.15% | −621−8.7% | Reduced |
| Crewe Advisors LLC | 6,164 | $809.8K | 0.09% | +6,164 | New |
| Advisory Research Inc | 6,167 | $810.2K | 0.16% | −55−0.9% | Reduced |
| Boltwood Capital Management | 6,173 | $810.9K | 0.25% | +35+0.6% | Added |
| Westwood Holdings Group Inc. | 6,170 | $811.0K | 0.01% | −51,981−89.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,210 | $815.8K | 0.28% | −22−0.4% | Reduced |
| Kensington Investment Counsel, LLC | 6,220 | $817.1K | 0.37% | +408+7.0% | Added |
| Purus Wealth Management, LLC | 6,281 | $825.1K | 0.41% | −246−3.8% | Reduced |
| Jmac Enterprises LLC | 6,300 | $827.6K | 0.15% | −500−7.4% | Reduced |
| Inscription Capital, LLC | 6,346 | $833.7K | 0.14% | +878+16.1% | Added |
| Quadrant Private Wealth Management, LLC | 6,348 | $834.0K | 0.21% | +6+0.1% | Added |
| Hunting Hill Global Capital, LLC | 6,358 | $835.3K | 0.49% | −11,902−65.2% | Reduced |
| Virtus ETF Advisers LLC | 6,366 | $836.3K | 0.44% | +6,366 | New |
| Aviso Wealth Management | 6,398 | $840.5K | 0.53% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 6,706 | $844.7K | 0.37% | +6,706 | New |
| Sunbelt Securities, Inc. | 6,459 | $848.6K | 0.09% | −111−1.7% | Reduced |
| IAM Advisory, LLC | 6,467 | $849.6K | 0.23% | +168+2.7% | Added |
| Aptus Capital Advisors, LLC | 6,485 | $851.9K | 0.02% | +596+10.1% | Added |
| Lewis Asset Management, LLC | 6,508 | $854.9K | 0.70% | −652−9.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,527 | $857.0K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 6,582 | $864.6K | 0.08% | +5+0.1% | Added |
| Beaumont Asset Management, L.L.C. | 6,588 | $865.5K | 0.58% | +662+11.2% | Added |
| NTV Asset Management LLC | 6,613 | $868.8K | 0.13% | +123+1.9% | Added |
| Coldstream Capital Management Inc | 6,670 | $876.2K | 0.02% | +346+5.5% | Added |
| Prentice Wealth Management LLC | 6,676 | $877.0K | 0.30% | +338+5.3% | Added |
| Retirement Group, LLC | 6,677 | $877.2K | 0.31% | +670+11.2% | Added |
| Haverford Trust Co | 6,700 | $880.2K | 0.01% | −183−2.7% | Reduced |
| Schmidt P J Investment Management Inc | 6,777 | $890.2K | 0.17% | −15−0.2% | Reduced |
| Forte Capital LLC | 6,782 | $891.0K | 0.11% | −36−0.5% | Reduced |
| Community Financial Services Group, LLC | 6,817 | $895.5K | 0.20% | +6,817 | New |
| Gables Capital Management Inc. | 6,830 | $897.3K | 0.49% | −150−2.1% | Reduced |
| First Hawaiian Bank | 6,845 | $899.2K | 0.03% | −3,900−36.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,855 | $900.5K | 0.10% | −991−12.6% | Reduced |
| First Foundation Advisors | 6,870 | $902.6K | 0.04% | −1,606−18.9% | Reduced |
| KPP Advisory Services LLC | 6,883 | $904.2K | 0.25% | +258+3.9% | Added |
| NBT Bank N A | 6,888 | $904.9K | 0.07% | −58−0.8% | Reduced |
| Element Wealth, LLC | 6,915 | $908.4K | 0.53% | +17+0.2% | Added |
| Close Asset Management Ltd | 6,933 | $911.0K | 0.03% | +1,204+21.0% | Added |
| Financial Management Network Inc | 7,242 | $912.6K | 0.23% | +7,242 | New |
| Herold Advisors, Inc. | 6,952 | $913.3K | 0.22% | −372−5.1% | Reduced |
| Linscomb & Williams, Inc. | 6,995 | $919.0K | 0.05% | +21+0.3% | Added |
| Cladis Investment Advisory, LLC | 7,000 | $919.6K | 0.67% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 7,041 | $925.0K | 0.24% | −300−4.1% | Reduced |
| WealthTrust Axiom LLC | 7,056 | $927.0K | 0.30% | +19+0.3% | Added |
| La Banque Postale Asset Management SA | 7,069 | $928.7K | 0.04% | +7,069 | New |
| Lokken Investment Group LLC | 7,078 | $929.8K | 0.46% | −321−4.3% | Reduced |
| Jeppson Wealth Management, LLC | 7,078 | $929.8K | 0.36% | −225−3.1% | Reduced |
| Excalibur Management Corp | 7,082 | $930.4K | 0.39% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 7,087 | $931.1K | 0.31% | −100−1.4% | Reduced |
| Mather Group, LLC. | 7,113 | $931.2K | 0.01% | +87+1.2% | Added |
| DF Dent & Co Inc | 7,112 | $934.3K | 0.01% | +7,112 | New |
| Harbour Investments, Inc. | 7,124 | $935.9K | 0.03% | +384+5.7% | Added |
| Ransom Advisory, Ltd | 7,137 | $937.6K | 0.50% | +7,137 | New |
| JTC Employer Solutions Trusteee Ltd | 7,160 | $938.0K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,163 | $938.6K | 0.06% | +283+4.1% | Added |
| Freestone Capital Holdings, LLC | 7,190 | $944.5K | 0.04% | −766−9.6% | Reduced |
| Walker Asset Management, LLC | 7,198 | $945.6K | 0.62% | +54+0.8% | Added |
| Highland Capital Management, LLC | 7,213 | $947.6K | 0.05% | −335−4.4% | Reduced |
| LCNB Corp | 7,256 | $953.2K | 0.34% | +57+0.8% | Added |
| HGK Asset Management Inc | 7,283 | $956.8K | 0.19% | −491−6.3% | Reduced |
| NCM Capital Management, LLC | 7,298 | $958.7K | 0.54% | −125−1.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,305 | $959.7K | 0.08% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,306 | $959.8K | 0.01% | +2,014+38.1% | Added |
| Old North State Trust, LLC | 7,329 | $963.0K | 0.81% | +7,329 | New |
| Southland Equity Partners LLC | 7,348 | $965.4K | 0.27% | +13+0.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,351 | $965.7K | 0.37% | +54+0.7% | Added |
| Geller Advisors LLC | 7,366 | $967.7K | 0.08% | +7,366 | New |
| Voya Financial Advisors, Inc. | 7,404 | $969.1K | 0.11% | +9+0.1% | Added |
| Sippican Capital Advisors | 7,414 | $974.0K | 0.76% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 8,134 | $974.7K | 0.84% | +8,134 | New |
| Oxford Financial Group Ltd | 7,451 | $978.8K | 0.07% | −406−5.2% | Reduced |
| Modern Wealth Management, LLC | 7,475 | $982.0K | 0.09% | +7,475 | New |
| LM Advisors LLC | 7,471 | $982.0K | 0.16% | +1,342+21.9% | Added |
| Cooper Financial Group | 7,501 | $985.4K | 0.16% | +41+0.5% | Added |
| Cigna Investments Inc | 7,539 | $991.0K | 0.19% | −111−1.5% | Reduced |
| Financial Counselors Inc | 7,546 | $991.3K | 0.02% | −2,438−24.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,573 | $994.9K | 0.03% | −390−4.9% | Reduced |
| Sage Rhino Capital LLC | 7,573 | $994.9K | 0.23% | +682+9.9% | Added |
| SRS Capital Advisors, Inc. | 7,573 | $994.9K | 0.10% | +93+1.2% | Added |
| M&R Capital Management Inc | 7,597 | $998.0K | 0.24% | −300−3.8% | Reduced |
| Brown Miller Wealth Management, LLC | 7,655 | $1.01M | 0.44% | +40+0.5% | Added |
| Gratus Wealth Advisors, LLC | 8,384 | $1.01M | 0.19% | −2,998−26.3% | Reduced |
| Heirloom Wealth Management | 7,680 | $1.01M | 0.34% | +9+0.1% | Added |
| Bailard, Inc. | 7,685 | $1.01M | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 7,700 | $1.01M | 0.19% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 7,789 | $1.02M | 0.27% | −490−5.9% | Reduced |
| Bokf, NA | 7,824 | $1.03M | 0.02% | +138+1.8% | Added |
| Financial Advocates Investment Management | 7,819 | $1.03M | 0.06% | +190+2.5% | Added |
| Hodges Capital Management Inc. | 7,875 | $1.03M | 0.07% | −2,930−27.1% | Reduced |
| Azimuth Capital Investment Management LLC | 7,902 | $1.04M | 0.04% | +240+3.1% | Added |
| Nwam LLC | 8,519 | $1.04M | 0.08% | +19+0.2% | Added |
| Hexagon Capital Partners LLC | 7,917 | $1.04M | 0.23% | −67−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,981 | $1.05M | 0.07% | −620−7.2% | Reduced |
| PBMares Wealth Management LLC | 8,003 | $1.05M | 0.27% | −500−5.9% | Reduced |
| Seelaus Asset Management LLC | 8,003 | $1.05M | 1.05% | +100+1.3% | Added |
| Cravens & Co Advisors, LLC | 8,015 | $1.05M | 0.87% | +61+0.8% | Added |
| RMB Capital Management, LLC | 8,062 | $1.06M | 0.02% | +3,531+77.9% | Added |
| Tectonic Advisors LLC | 8,075 | $1.06M | 0.08% | +60+0.7% | Added |
| Merit Financial Group, LLC | 9,031 | $1.07M | 0.03% | +1,339+17.4% | Added |