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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 23,503 | $3.09M | 0.12% | +110.0% | Added |
| HB Wealth Management, LLC | 23,474 | $3.08M | 0.04% | +945+4.2% | Added |
| Diligent Investors, LLC | 23,386 | $3.07M | 0.77% | −984−4.0% | Reduced |
| Fortune Financial Advisors, LLC | 23,376 | $3.07M | 1.95% | −630−2.6% | Reduced |
| Norinchukin Bank, The | 23,352 | $3.07M | 0.09% | +80.0% | Added |
| Raymond James Trust N.A. | 23,262 | $3.06M | 0.07% | −123−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 23,228 | $3.05M | 0.86% | −1,223−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 23,221 | $3.05M | 0.10% | +2,654+12.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 23,210 | $3.05M | 0.55% | 00.0% | Unchanged |
| Empowered Funds, LLC | 23,179 | $3.05M | 0.05% | +295+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 23,164 | $3.04M | 0.24% | +756+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,826 | $3.00M | 0.08% | +335+1.5% | Added |
| Bayesian Capital Management, LP | 22,800 | $3.00M | 0.29% | +22,800 | New |
| Boston Financial Mangement LLC | 22,420 | $2.95M | 0.09% | 00.0% | Unchanged |
| We Are One Seven, LLC | 22,303 | $2.93M | 0.15% | −1,344−5.7% | Reduced |
| Capital Management Associates | 22,212 | $2.92M | 3.48% | −443−2.0% | Reduced |
| Means Investment Co., Inc. | 22,130 | $2.91M | 0.38% | −1,270−5.4% | Reduced |
| Parallel Advisors, LLC | 22,013 | $2.89M | 0.08% | +1,233+5.9% | Added |
| Buckingham Strategic Wealth, LLC | 21,807 | $2.86M | 0.03% | +16+0.1% | Added |
| Centaurus Financial, Inc. | 21,730 | $2.85M | 0.20% | −1,353−5.9% | Reduced |
| Huntington National Bank | 21,673 | $2.85M | 0.02% | +804+3.9% | Added |
| Johnson Investment Counsel Inc | 21,640 | $2.84M | 0.03% | −892−4.0% | Reduced |
| Walleye Capital LLC | 21,441 | $2.82M | 0.03% | +21,441 | New |
| United Services Automobile Association | 21,183 | $2.78M | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 21,159 | $2.78M | 0.07% | +1,519+7.7% | Added |
| EP Wealth Advisors, LLC | 21,108 | $2.77M | 0.03% | −290−1.4% | Reduced |
| Girard Partners Ltd. | 21,066 | $2.77M | 0.26% | +522+2.5% | Added |
| Jefferies Financial Group Inc. | 21,049 | $2.77M | 0.06% | +7,600+56.5% | Added |
| Ballast Advisors LLC | 21,008 | $2.76M | 0.93% | −1,675−7.4% | Reduced |
| EULAV Asset Management | 21,000 | $2.76M | 0.08% | −15−0.1% | Reduced |
| Paloma Partners Management Co | 20,966 | $2.75M | 0.40% | −18,743−47.2% | Reduced |
| Alaethes Wealth LLC | 20,882 | $2.74M | 1.20% | +313+1.5% | Added |
| Slagle Financial, LLC | 20,658 | $2.71M | 1.47% | −31,646−60.5% | Reduced |
| Jump Financial, LLC | 20,655 | $2.71M | 0.07% | +20,655 | New |
| Ashton Thomas Private Wealth, LLC | 20,585 | $2.70M | 0.15% | +4,430+27.4% | Added |
| Transform Wealth, LLC | 20,420 | $2.68M | 0.25% | −14,148−40.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,369 | $2.68M | 0.06% | −252−1.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,295 | $2.67M | 0.09% | +521+2.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,266 | $2.66M | 0.14% | +1,003+5.2% | Added |
| Stonegate Investment Group, LLC | 20,165 | $2.65M | 0.08% | +169+0.8% | Added |
| Warren Averett Asset Management, LLC | 20,039 | $2.63M | 0.06% | +15,300+322.9% | Added |
| Financial Advisory Service, Inc. | 19,946 | $2.62M | 0.23% | +768+4.0% | Added |
| Bay Rivers Group | 19,853 | $2.61M | 1.43% | +84+0.4% | Added |
| St. Clair Advisors, LLC | 19,839 | $2.61M | 0.85% | 00.0% | Unchanged |
| True North Advisors, LLC | 19,731 | $2.59M | 0.72% | −1,250−6.0% | Reduced |
| Arete Wealth Advisors, LLC | 19,620 | $2.58M | 0.24% | −481−2.4% | Reduced |
| Principle Wealth Partners LLC | 19,587 | $2.57M | 0.20% | +320+1.7% | Added |
| PFG Investments, LLC | 19,556 | $2.57M | 0.16% | +9,625+96.9% | Added |
| Squarepoint Ops LLC | 19,509 | $2.56M | 0.01% | −98,245−83.4% | Reduced |
| Capital City Trust Co | 19,417 | $2.55M | 0.71% | −155−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,406 | $2.55M | 0.01% | −1,353−6.5% | Reduced |
| Valley National Advisers Inc | 19,321 | $2.54M | 0.38% | +142+0.7% | Added |
| Rakuten Investment Management, Inc. | 19,268 | $2.53M | 0.02% | +17,512+997.3% | Added |
| RiverPark Advisors, LLC | 19,194 | $2.52M | 2.07% | −2,240−10.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,127 | $2.51M | 0.10% | −615−3.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 19,082 | $2.51M | 0.21% | −1,471−7.2% | Reduced |
| Field & Main Bank | 18,993 | $2.50M | 0.97% | −197−1.0% | Reduced |
| Tealwood Asset Management Inc | 18,973 | $2.49M | 1.12% | −8,497−30.9% | Reduced |
| Schechter Investment Advisors, LLC | 18,951 | $2.49M | 0.19% | −65−0.3% | Reduced |
| Rehmann Capital Advisory Group | 18,933 | $2.49M | 0.19% | +163+0.9% | Added |
| Stamos Capital Partners, L.P. | 18,920 | $2.49M | 0.56% | +3,270+20.9% | Added |
| Red Door Wealth Management, LLC | 18,900 | $2.48M | 0.48% | −127−0.7% | Reduced |
| Ellerson Group Inc | 18,893 | $2.48M | 1.90% | −331−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,865 | $2.48M | 0.13% | +1,637+9.5% | Added |
| Gotham Asset Management, LLC | 18,812 | $2.47M | 0.04% | −29−0.2% | Reduced |
| Savant Capital, LLC | 18,674 | $2.45M | 0.03% | +239+1.3% | Added |
| South Dakota Investment Council | 18,480 | $2.43M | 0.05% | 00.0% | Unchanged |
| King Wealth | 18,388 | $2.42M | 0.42% | +79+0.4% | Added |
| Koa Wealth Management, LLC | 18,370 | $2.41M | 2.18% | −209−1.1% | Reduced |
| Royal Capital Wealth Management, LLC | 18,289 | $2.40M | 1.89% | +11+0.1% | Added |
| Intrepid Financial Planning Group LLC | 18,236 | $2.40M | 1.03% | −25−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 18,236 | $2.40M | 0.37% | +794+4.6% | Added |
| JBR Co Financial Management Inc | 18,171 | $2.39M | 1.90% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 18,163 | $2.39M | 0.87% | −1,992−9.9% | Reduced |
| Teacher Retirement System of Texas | 18,073 | $2.37M | 0.02% | −39,790−68.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,017 | $2.37M | 0.10% | +4,693+35.2% | Added |
| Pekin Hardy Strauss, Inc. | 18,016 | $2.37M | 0.32% | −1,642−8.4% | Reduced |
| CoreCap Advisors, LLC | 17,999 | $2.36M | 0.13% | −700−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 17,877 | $2.35M | 0.38% | −266−1.5% | Reduced |
| Magnus Financial Group LLC | 17,851 | $2.35M | 0.28% | +997+5.9% | Added |
| Canton Hathaway, LLC | 17,852 | $2.35M | 0.63% | −2,200−11.0% | Reduced |
| Marion Wealth Management | 17,843 | $2.34M | 0.70% | +1,848+11.6% | Added |
| Intellectus Partners, LLC | 17,653 | $2.32M | 0.61% | −1,692−8.7% | Reduced |
| Riverpark Capital Management LLC | 17,615 | $2.31M | 3.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 17,559 | $2.31M | 0.45% | +1,386+8.6% | Added |
| Terra Nova Asset Management LLC | 17,547 | $2.31M | 1.84% | +627+3.7% | Added |
| Penbrook Management LLC | 17,523 | $2.30M | 1.43% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,506 | $2.30M | 0.01% | +17,506 | New |
| Herbst Group, LLC | 17,451 | $2.29M | 1.42% | −300−1.7% | Reduced |
| Sigma Planning Corp | 17,424 | $2.29M | 0.07% | +10,199+141.2% | Added |
| Brandywine Oak Private Wealth LLC | 17,419 | $2.29M | 0.24% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 17,414 | $2.29M | 0.56% | −449−2.5% | Reduced |
| Sierra Capital LLC | 17,392 | $2.29M | 0.30% | −17,358−50.0% | Reduced |
| Park Avenue Securities LLC | 17,375 | $2.28M | 0.03% | −483−2.7% | Reduced |
| NEOS Investment Management LLC | 17,351 | $2.28M | 0.14% | +7,348+73.5% | Added |
| Toroso Investments, LLC | 17,250 | $2.27M | 0.04% | +2,358+15.8% | Added |
| GoalVest Advisory LLC | 17,225 | $2.26M | 0.75% | +17,225 | New |
| Baldwin Investment Management, LLC | 17,070 | $2.24M | 0.30% | +4,523+36.0% | Added |
| UniSuper Management Pty Ltd | 16,998 | $2.23M | 0.02% | +11,108+188.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,969 | $2.23M | 0.16% | +16,969 | New |