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; 2,158 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
- 715 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 50,700 | $6.66M | 0.08% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 50,700 | $6.66M | 0.32% | −981−1.9% | Reduced |
| Nordea Investment Management AB | 50,614 | $6.64M | 0.01% | +1,859+3.8% | Added |
| Royal Fund Management, LLC | 50,332 | $6.61M | 0.76% | +4,735+10.4% | Added |
| Narwhal Capital Management | 50,150 | $6.59M | 0.65% | +468+0.9% | Added |
| Security National Bank | 49,445 | $6.50M | 0.98% | +602+1.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 49,035 | $6.44M | 4.31% | −50−0.1% | Reduced |
| Pacer Advisors, Inc. | 48,790 | $6.41M | 0.01% | −8,823−15.3% | Reduced |
| Focused Wealth Management, Inc | 48,492 | $6.37M | 0.99% | −8,030−14.2% | Reduced |
| Rathbone Brothers plc | 47,258 | $6.21M | 0.04% | −1,109−2.3% | Reduced |
| Fiduciary Group LLC | 47,067 | $6.18M | 0.67% | −885−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 46,789 | $6.15M | 0.05% | −5,344−10.3% | Reduced |
| Carret Asset Management, LLC | 46,645 | $6.13M | 0.72% | +8,050+20.9% | Added |
| Laurion Capital Management LP | 46,493 | $6.11M | 0.17% | +46,493 | New |
| Beta Wealth Group, Inc. | 45,486 | $5.98M | 2.91% | −5,565−10.9% | Reduced |
| Bremer Bank National Association | 45,445 | $5.97M | 1.11% | +3,716+8.9% | Added |
| HM Payson & Co | 45,130 | $5.93M | 0.11% | −720−1.6% | Reduced |
| Duncker Streett & Co Inc | 44,983 | $5.91M | 1.17% | +3,026+7.2% | Added |
| Kavar Capital Partners Group, LLC | 44,739 | $5.88M | 1.08% | −43,929−49.5% | Reduced |
| Compass Wealth Management LLC | 44,733 | $5.88M | 1.47% | +2,585+6.1% | Added |
| D. E. Shaw & Co., Inc. | 44,643 | $5.86M | 0.01% | +31,483+239.2% | Added |
| Beach Investment Counsel Inc | 44,566 | $5.83M | 0.72% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 43,578 | $5.72M | 0.01% | +2,878+7.1% | Added |
| Naples Global Advisors, LLC | 43,458 | $5.71M | 0.58% | −725−1.6% | Reduced |
| Caldwell Trust Co | 43,398 | $5.70M | 0.66% | +2,326+5.7% | Added |
| EverSource Wealth Advisors, LLC | 48,680 | $5.68M | 0.45% | −59−0.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 43,000 | $5.65M | 0.07% | −17,000−28.3% | Reduced |
| Global Retirement Partners, LLC | 42,807 | $5.62M | 0.21% | +1,146+2.8% | Added |
| FIL Ltd | 42,732 | $5.61M | 0.01% | +20,090+88.7% | Added |
| Strategic Wealth Partners, Ltd. | 42,601 | $5.60M | 0.61% | −6,505−13.2% | Reduced |
| Clear Harbor Asset Management, LLC | 42,555 | $5.59M | 0.49% | −763−1.8% | Reduced |
| CTC LLC | 42,546 | $5.59M | 0.09% | +42,546 | New |
| Ossiam | 42,499 | $5.58M | 0.10% | −188,768−81.6% | Reduced |
| Advisory Services Network, LLC | 42,413 | $5.57M | 0.12% | −86−0.2% | Reduced |
| Securian Asset Management, Inc | 42,327 | $5.56M | 0.16% | −2,585−5.8% | Reduced |
| Kercheville Advisors, LLC | 42,284 | $5.55M | 2.62% | +1,085+2.6% | Added |
| Cross Staff Investments Inc | 41,974 | $5.51M | 4.64% | −68−0.2% | Reduced |
| Louisiana State Employees Retirement System | 41,900 | $5.50M | 0.11% | −1,100−2.6% | Reduced |
| Credit Agricole S A | 45,728 | $5.50M | 0.09% | +24,006+110.5% | Added |
| Kennedy Capital Management, Inc. | 41,757 | $5.49M | 0.11% | +41,757 | New |
| SFE Investment Counsel | 41,667 | $5.47M | 1.24% | −1,734−4.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 41,664 | $5.47M | 0.26% | +41,664 | New |
| ProVise Management Group, LLC | 41,499 | $5.45M | 0.47% | −4,913−10.6% | Reduced |
| Proficio Capital Partners LLC | 41,490 | $5.45M | 0.60% | +286+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 41,149 | $5.41M | 0.06% | +7,890+23.7% | Added |
| Jackson Wealth Management, LLC | 41,145 | $5.41M | 0.68% | +2,644+6.9% | Added |
| Greenwich Wealth Management LLC | 40,726 | $5.35M | 0.43% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 40,540 | $5.33M | 1.53% | +1,077+2.7% | Added |
| Lake Street Advisors Group, LLC | 40,451 | $5.31M | 0.25% | +532+1.3% | Added |
| Davy Global Fund Management Ltd | 40,055 | $5.26M | 0.60% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 40,023 | $5.26M | 0.03% | +1,613+4.2% | Added |
| Pinnacle Financial Partners Inc | 39,482 | $5.19M | 0.11% | −189−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 39,272 | $5.16M | 0.26% | −216−0.5% | Reduced |
| Old Second National Bank of Aurora | 39,032 | $5.13M | 1.33% | +3,244+9.1% | Added |
| Clearstead Advisors, LLC | 41,825 | $5.11M | 0.25% | +1,713+4.3% | Added |
| Stablepoint Partners, LLC | 38,654 | $5.08M | 1.03% | +5,802+17.7% | Added |
| Wealthfront Advisers LLC | 38,608 | $5.07M | 0.02% | +1,832+5.0% | Added |
| Glassy Mountain Advisors, Inc. | 38,437 | $5.05M | 1.90% | +12,279+46.9% | Added |
| Ellsworth Advisors, LLC | 40,890 | $5.05M | 1.45% | +1,098+2.8% | Added |
| Harbor Investment Advisory, LLC | 38,395 | $5.04M | 0.53% | −92−0.2% | Reduced |
| Waterloo Capital, L.P. | 38,194 | $5.02M | 0.64% | +3,872+11.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 38,057 | $5.00M | 1.42% | −685−1.8% | Reduced |
| Graypoint LLC | 38,039 | $5.00M | 0.36% | +351+0.9% | Added |
| Iat Reinsurance Co Ltd. | 38,000 | $4.99M | 2.22% | 00.0% | Unchanged |
| Lake Street Financial LLC | 37,983 | $4.99M | 0.69% | +2,080+5.8% | Added |
| Rockline Wealth Management, LLC | 37,897 | $4.98M | 1.74% | +5,679+17.6% | Added |
| Bill Few Associates, Inc. | 37,861 | $4.97M | 2.02% | −365−1.0% | Reduced |
| Lantern Wealth Advisors, LLC | 37,853 | $4.97M | 3.49% | +822+2.2% | Added |
| Howland Capital Management LLC | 37,734 | $4.96M | 0.24% | +3,251+9.4% | Added |
| NWK Group, Inc. | 37,712 | $4.95M | 2.32% | +37,712 | New |
| Coastal Bridge Advisors, LLC | 37,499 | $4.93M | 1.13% | −3,445−8.4% | Reduced |
| CWM, LLC | 37,262 | $4.89M | 0.02% | +6,489+21.1% | Added |
| Man Group plc | 37,258 | $4.89M | 0.01% | +17,274+86.4% | Added |
| Achmea Investment Management B.V. | 37,185 | $4.88M | 0.09% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,758 | $4.83M | 0.06% | −1,110−2.9% | Reduced |
| Werlinich Asset Management, LLC | 36,812 | $4.82M | 3.15% | −3,260−8.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 36,544 | $4.80M | 0.35% | +36,544 | New |
| Next Level Private LLC | 36,535 | $4.80M | 2.20% | +9,351+34.4% | Added |
| Regions Financial Corp | 36,503 | $4.80M | 0.04% | +7,804+27.2% | Added |
| Argonautica Private Wealth Management, Inc | 36,160 | $4.75M | 1.70% | +597+1.7% | Added |
| Syntegra Private Wealth Group, LLC | 35,979 | $4.73M | 0.61% | +482+1.4% | Added |
| Core Alternative Capital | 35,945 | $4.72M | 0.85% | −641−1.8% | Reduced |
| First Interstate Bank | 35,829 | $4.71M | 0.33% | −1,747−4.6% | Reduced |
| New Mexico Educational Retirement Board | 35,800 | $4.70M | 0.17% | −1,000−2.7% | Reduced |
| Resources Management Corp | 35,615 | $4.68M | 0.68% | −3,663−9.3% | Reduced |
| Ethic Inc. | 35,321 | $4.64M | 0.12% | +3,139+9.8% | Added |
| Wedbush Securities Inc | 35,309 | $4.64M | 0.17% | −4,189−10.6% | Reduced |
| Avantax Advisory Services, Inc. | 35,096 | $4.61M | 0.04% | +2,042+6.2% | Added |
| Ziegler Capital Management, LLC | 34,862 | $4.58M | 0.17% | −49−0.1% | Reduced |
| Torray LLC | 34,751 | $4.57M | 0.68% | +256+0.7% | Added |
| Kingfisher Capital LLC | 34,516 | $4.53M | 1.09% | −514−1.5% | Reduced |
| Brinker Capital Investments, LLC | 34,222 | $4.50M | 0.05% | +6,131+21.8% | Added |
| Orion Portfolio Solutions, LLC | 34,222 | $4.50M | 0.05% | +6,131+21.8% | Added |
| Jaffetilchin Investment Partners, LLC | 34,089 | $4.48M | 0.40% | −2,214−6.1% | Reduced |
| Commerce Bank | 34,012 | $4.47M | 0.03% | −1,229−3.5% | Reduced |
| Easterly Investment Partners LLC | 33,942 | $4.46M | 0.34% | +10.0% | Added |
| Foundations Investment Advisors, LLC | 33,801 | $4.44M | 0.12% | −967−2.8% | Reduced |
| Spears Abacus Advisors LLC | 33,629 | $4.42M | 0.09% | +33,629 | New |
| Synovus Financial Corp | 33,584 | $4.41M | 0.06% | +180+0.5% | Added |
| Wellington Shields & Co., LLC | 33,539 | $4.41M | 1.48% | −464−1.4% | Reduced |