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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 33,424 | $4.39M | 0.82% | +41+0.1% | Added |
| 1st Source Bank | 33,161 | $4.36M | 0.25% | −574−1.7% | Reduced |
| Bard Financial Services, Inc. | 33,000 | $4.34M | 0.46% | −200−0.6% | Reduced |
| Bleakley Financial Group, LLC | 32,945 | $4.33M | 0.13% | −4,428−11.8% | Reduced |
| Simplicity Wealth,LLC | 32,915 | $4.32M | 0.10% | +32,915 | New |
| Natixis | 32,857 | $4.32M | 0.02% | +24,224+280.6% | Added |
| Private Wealth Partners, LLC | 32,828 | $4.31M | 0.34% | −29,446−47.3% | Reduced |
| Insigneo Advisory Services, LLC | 32,721 | $4.30M | 0.51% | +492+1.5% | Added |
| Pacitti Group Inc. | 32,637 | $4.29M | 2.32% | −463−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 32,485 | $4.27M | 0.17% | +3,751+13.1% | Added |
| EFG Asset Management (North America) Corp. | 32,267 | $4.24M | 0.73% | −167−0.5% | Reduced |
| Walleye Trading LLC | 32,115 | $4.22M | 0.07% | +32,115 | New |
| Allworth Financial LP | 32,009 | $4.21M | 0.03% | +3,882+13.8% | Added |
| Crossmark Global Holdings, Inc. | 31,809 | $4.18M | 0.08% | −340−1.1% | Reduced |
| Kaizen Financial Strategies | 31,608 | $4.15M | 2.82% | +1,916+6.5% | Added |
| Tritonpoint Wealth, LLC | 33,478 | $4.14M | 0.43% | −2,197−6.2% | Reduced |
| Accuvest Global Advisors | 31,499 | $4.14M | 1.81% | +10,213+48.0% | Added |
| Modus Advisors, LLC | 31,362 | $4.12M | 1.53% | +1,127+3.7% | Added |
| Spire Wealth Management | 31,153 | $4.09M | 0.11% | +410+1.3% | Added |
| City of London Investment Management Co Ltd | 31,121 | $4.09M | 0.34% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 31,046 | $4.08M | 0.21% | −41,578−57.3% | Reduced |
| Diversify Advisory Services, LLC | 30,978 | $4.06M | 0.24% | +30,978 | New |
| Resources Investment Advisors, LLC. | 30,843 | $4.05M | 0.06% | −3,002−8.9% | Reduced |
| Quantinno Capital Management LP | 30,821 | $4.05M | 0.09% | +24,828+414.3% | Added |
| Marvin & Palmer Associates Inc | 30,819 | $4.05M | 4.02% | −447−1.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 30,765 | $4.04M | 1.39% | −3,094−9.1% | Reduced |
| Integrated Wealth Concepts LLC | 30,653 | $4.03M | 0.06% | +2,311+8.2% | Added |
| Sculati Wealth Management, LLC | 30,523 | $4.01M | 1.73% | −90.0% | Reduced |
| First Manhattan Co | 30,391 | $3.99M | 0.01% | −515−1.7% | Reduced |
| Shepherd Financial Partners LLC | 30,179 | $3.96M | 0.52% | +820+2.8% | Added |
| Tiaa Trust, National Association | 30,024 | $3.94M | 0.01% | +3,926+15.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,676 | $3.90M | 0.29% | +29,676 | New |
| Miracle Mile Advisors, LLC | 29,640 | $3.89M | 0.10% | −859−2.8% | Reduced |
| AXA S.A. | 29,558 | $3.88M | 0.01% | −36,676−55.4% | Reduced |
| Avitas Wealth Management LLC | 29,471 | $3.87M | 0.59% | +422+1.5% | Added |
| StoneX Group Inc. | 29,458 | $3.87M | 0.35% | +1,387+4.9% | Added |
| AIA Group Ltd | 29,210 | $3.84M | 0.13% | +7,809+36.5% | Added |
| Metropolitan Life Insurance Co | 29,013 | $3.81M | 0.17% | +91+0.3% | Added |
| Annex Advisory Services, LLC | 28,927 | $3.80M | 0.13% | +24,892+616.9% | Added |
| Wolverine Trading, LLC | 28,856 | $3.79M | 0.04% | −10,668−27.0% | Reduced |
| Cornerstone Wealth Group, LLC | 28,593 | $3.76M | 0.35% | +28,593 | New |
| Great Valley Advisor Group, Inc. | 28,365 | $3.73M | 0.11% | −33,311−54.0% | Reduced |
| Assetmark, Inc | 28,314 | $3.72M | 0.01% | +2,804+11.0% | Added |
| International Assets Investment Management, LLC | 28,305 | $3.71M | 0.39% | +625+2.3% | Added |
| Teza Capital Management LLC | 28,014 | $3.68M | 0.49% | +16,014+133.5% | Added |
| Chicago Capital, LLC | 27,787 | $3.65M | 0.11% | −736−2.6% | Reduced |
| WealthPLAN Partners, LLC | 27,410 | $3.60M | 0.37% | +5,059+22.6% | Added |
| Congress Wealth Management LLC | 27,390 | $3.60M | 0.06% | −8,825−24.4% | Reduced |
| Worldquant Millennium Advisors LLC | 27,253 | $3.58M | 0.04% | +24,965+1,091.1% | Added |
| Resolute Wealth Strategies, LLC | 27,064 | $3.56M | 2.15% | +199+0.7% | Added |
| Holderness Investments Co | 26,884 | $3.53M | 0.86% | +102+0.4% | Added |
| RKL Wealth Management LLC | 26,880 | $3.53M | 0.35% | +1,344+5.3% | Added |
| D L Carlson Investment Group Inc | 26,864 | $3.53M | 0.69% | +26,864 | New |
| Metis Global Partners, LLC | 26,842 | $3.53M | 0.13% | −90−0.3% | Reduced |
| Capital Planning Advisors, LLC | 26,824 | $3.52M | 0.62% | −3,160−10.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 26,792 | $3.52M | 1.93% | −1,320−4.7% | Reduced |
| Cohen Investment Advisors LLC | 26,778 | $3.52M | 2.28% | +825+3.2% | Added |
| Tyler-Stone Wealth Management | 26,535 | $3.49M | 1.55% | −369−1.4% | Reduced |
| Glenview Trust Co | 26,519 | $3.48M | 0.07% | +82+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 26,506 | $3.48M | 1.18% | 00.0% | Unchanged |
| Cullinan Associates Inc | 26,442 | $3.47M | 0.19% | +2,400+10.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 26,377 | $3.47M | 1.20% | +26,377 | New |
| Dai-Ichi Life Insurance Company, Ltd | 26,327 | $3.46M | 0.08% | −475−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 26,326 | $3.46M | 0.22% | +58+0.2% | Added |
| Beech Hill Advisors, Inc. | 26,240 | $3.45M | 1.43% | +1,220+4.9% | Added |
| Abbot Financial Management, Inc. | 26,215 | $3.44M | 1.90% | +330+1.3% | Added |
| Summit Place Financial Advisors, LLC | 26,175 | $3.44M | 2.01% | −405−1.5% | Reduced |
| Edge Capital Group, LLC | 26,078 | $3.43M | 0.17% | −14,697−36.0% | Reduced |
| Vinva Investment Management Ltd | 26,075 | $3.43M | 0.20% | +5,720+28.1% | Added |
| Grandview Asset Management LLC | 26,067 | $3.42M | 1.55% | +10.0% | Added |
| Coastline Trust Co | 25,944 | $3.41M | 0.41% | +1,765+7.3% | Added |
| Essex Financial Services, Inc. | 25,897 | $3.40M | 0.31% | +1,831+7.6% | Added |
| Glenmede Trust Co NA | 25,880 | $3.40M | 0.02% | +27+0.1% | Added |
| Wealth Effects LLC | 25,830 | $3.39M | 1.25% | −317−1.2% | Reduced |
| Rational Advisors LLC | 25,600 | $3.36M | 0.31% | +8,600+50.6% | Added |
| Thomas Story & Son LLC | 25,566 | $3.36M | 1.42% | −250−1.0% | Reduced |
| Dudley Capital Management, LLC | 25,517 | $3.34M | 1.95% | +971+4.0% | Added |
| Compass Ion Advisors, LLC | 25,431 | $3.34M | 0.48% | +187+0.7% | Added |
| Mirabella Financial Services LLP | 25,361 | $3.33M | 0.24% | +25,361 | New |
| Wambolt & Associates, LLC | 25,423 | $3.33M | 1.00% | +8,290+48.4% | Added |
| Community Trust & Investment Co | 25,341 | $3.33M | 0.23% | −333−1.3% | Reduced |
| Kampmann Melissa S. | 25,105 | $3.30M | 2.37% | +3,200+14.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $3.28M | 0.78% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 24,917 | $3.27M | 0.11% | −379−1.5% | Reduced |
| Alps Advisors Inc | 24,825 | $3.26M | 0.02% | −525−2.1% | Reduced |
| Brown Brothers Harriman & Co | 24,672 | $3.24M | 0.02% | −5,141−17.2% | Reduced |
| Register Financial Advisors LLC | 24,528 | $3.22M | 1.67% | −982−3.8% | Reduced |
| Oxbow Advisors, LLC | 24,495 | $3.22M | 0.44% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 24,463 | $3.21M | 0.25% | +24,463 | New |
| J.W. Cole Advisors, Inc. | 24,456 | $3.21M | 0.16% | +2,099+9.4% | Added |
| Fiduciary Trust Co | 24,433 | $3.21M | 0.05% | +5,652+30.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,258 | $3.19M | 0.44% | +552+2.3% | Added |
| 1776 Wealth LLC | 23,897 | $3.14M | 1.53% | +200+0.8% | Added |
| Allen Investment Management LLC | 23,857 | $3.13M | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 23,779 | $3.12M | 0.05% | −623−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,739 | $3.12M | 0.21% | −1,575−6.2% | Reduced |
| Somerset Group LLC | 23,686 | $3.11M | 2.92% | −4,801−16.9% | Reduced |
| Berkshire Asset Management LLC | 23,663 | $3.11M | 0.16% | −250−1.0% | Reduced |
| Wealthspire Advisors, LLC | 23,642 | $3.11M | 0.04% | −14−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 23,550 | $3.09M | 0.24% | −1,141−4.6% | Reduced |