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, Q2 2024
Institutional positions in Blackstone Inc. as of Jun 30, 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
- 1,865
- +35 vs. Q1 2024
- Shares held
- 497.8M
- +3.74M (+0.8%) vs. Q1 2024
- Total value
- $61.6B
- −$3.15B (−4.9%) vs. Q1 2024
- New holders
- 143
- 753 more added
- Sold out
- 108
- 674 more reduced
18 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 8,010 | $991.6K | 0.22% | +93+1.2% | Added |
| Union Savings Bank | 8,055 | $997.2K | 0.52% | −179−2.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 8,107 | $1.00M | 0.84% | −27−0.3% | Reduced |
| Apella Capital, LLC | 8,278 | $1.00M | 0.04% | −9−0.1% | Reduced |
| Tectonic Advisors LLC | 8,130 | $1.01M | 0.07% | +55+0.7% | Added |
| Litman Gregory Asset Management LLC | 8,250 | $1.02M | 0.09% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 8,253 | $1.02M | 0.25% | +250+3.1% | Added |
| Simplex Trading, LLC | 8,277 | $1.02M | 0.03% | +8,277 | New |
| Forum Financial Management, LP | 8,290 | $1.03M | 0.02% | +107+1.3% | Added |
| Verdence Capital Advisors LLC | 8,291 | $1.03M | 0.09% | −2,586−23.8% | Reduced |
| Trust Asset Management LLC | 8,305 | $1.03M | 0.09% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 8,425 | $1.04M | 0.38% | −368−4.2% | Reduced |
| Apexium Financial, LP | 8,505 | $1.05M | 0.08% | −24−0.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.05M | 0.36% | 00.0% | Unchanged |
| HRT Financial LP | 8,532 | $1.06M | 0.01% | −609,360−98.6% | Reduced |
| Level Four Advisory Services, LLC | 8,555 | $1.06M | 0.05% | −1,529−15.2% | Reduced |
| Nicolet Bankshares Inc | 8,566 | $1.06M | 0.26% | −138−1.6% | Reduced |
| First National Trust Co | 8,635 | $1.07M | 0.04% | +10+0.1% | Added |
| Diversified Trust Co | 8,661 | $1.07M | 0.03% | −2,063−19.2% | Reduced |
| MidWestOne Financial Group, Inc. | 8,694 | $1.08M | 0.19% | +494+6.0% | Added |
| Pennsylvania Capital Management Inc | 8,697 | $1.08M | 0.41% | −10−0.1% | Reduced |
| Advisor OS, LLC | 8,735 | $1.08M | 0.12% | −733−7.7% | Reduced |
| Sabal Trust CO | 8,749 | $1.08M | 0.06% | −949−9.8% | Reduced |
| Bokf, NA | 8,764 | $1.08M | 0.02% | +940+12.0% | Added |
| Cornercap Investment Counsel Inc | 8,772 | $1.09M | 0.18% | +8,772 | New |
| Pictet North America Advisors SA | 8,800 | $1.09M | 0.12% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 8,831 | $1.09M | 0.78% | −3,140−26.2% | Reduced |
| HBK Sorce Advisory LLC | 8,834 | $1.09M | 0.04% | +35+0.4% | Added |
| First Dallas Securities Inc. | 8,841 | $1.09M | 0.48% | −974−9.9% | Reduced |
| LMG Wealth Partners, LLC | 8,911 | $1.10M | 0.28% | +506+6.0% | Added |
| Buckingham Strategic Partners | 8,913 | $1.10M | 0.03% | −2,251−20.2% | Reduced |
| Kathmere Capital Management, LLC | 8,916 | $1.10M | 0.12% | +68+0.8% | Added |
| Tradition Wealth Management, LLC | 8,939 | $1.11M | 0.11% | −322−3.5% | Reduced |
| Baxter Bros Inc | 8,959 | $1.11M | 0.15% | +98+1.1% | Added |
| Investment Partners Asset Management, Inc. | 8,983 | $1.11M | 0.99% | −22−0.2% | Reduced |
| EPG Wealth Management LLC | 0 | $1.12M | 0.26% | −8,640−100.0% | Reduced |
| IHT Wealth Management, LLC | 9,043 | $1.12M | 0.04% | −901−9.1% | Reduced |
| Jacobi Capital Management LLC | 9,092 | $1.13M | 0.10% | −127−1.4% | Reduced |
| RW Investment Management LLC | 9,100 | $1.13M | 0.15% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 9,126 | $1.13M | 0.55% | +591+6.9% | Added |
| First Pacific Financial | 9,225 | $1.14M | 0.29% | +285+3.2% | Added |
| Altus Wealth Group LLC | 9,231 | $1.14M | 0.57% | −301−3.2% | Reduced |
| Harmony Asset Management LLC | 9,248 | $1.14M | 0.48% | +600+6.9% | Added |
| Ritholtz Wealth Management | 9,270 | $1.15M | 0.04% | +201+2.2% | Added |
| Aspen Grove Capital, LLC | 9,280 | $1.15M | 0.27% | +40.0% | Added |
| Everpar Advisors LLC | 9,298 | $1.15M | 0.58% | −139−1.5% | Reduced |
| Samjo Management, LLC | 9,300 | $1.15M | 0.43% | +100+1.1% | Added |
| Meitav Dash Investments Ltd | 9,302 | $1.15M | 0.02% | +260+2.9% | Added |
| Ballentine Partners, LLC | 9,305 | $1.15M | 0.02% | −712−7.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,305 | $1.15M | 0.29% | +9,305 | New |
| Perfromance Wealth Partners, LLC | 9,331 | $1.16M | 0.04% | −112,914−92.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,410 | $1.16M | 0.02% | −100−1.1% | Reduced |
| Jefferies Financial Group Inc. | 9,449 | $1.17M | 0.02% | −11,600−55.1% | Reduced |
| Farther Finance Advisors, LLC | 9,578 | $1.17M | 0.06% | +2,415+33.7% | Added |
| Mattson Financial Services, LLC | 9,506 | $1.18M | 0.42% | +9,506 | New |
| RMR Wealth Builders | 9,538 | $1.18M | 0.14% | −1,745−15.5% | Reduced |
| Mayflower Financial Advisors, LLC | 9,629 | $1.19M | 0.20% | +1,267+15.2% | Added |
| Vident Advisory, LLC | 9,629 | $1.19M | 0.03% | +467+5.1% | Added |
| LBMC Investment Advisors, LLC | 9,653 | $1.20M | 0.10% | +20.0% | Added |
| Gratus Wealth Advisors, LLC | 8,625 | $1.20M | 0.21% | +241+2.9% | Added |
| Virginia Wealth Management Group, Inc. | 9,677 | $1.20M | 0.98% | −97−1.0% | Reduced |
| Ayrshire Capital Management LLC | 9,739 | $1.21M | 0.61% | +164+1.7% | Added |
| Sandy Cove Advisors, LLC | 9,802 | $1.21M | 0.54% | +63+0.6% | Added |
| TD Private Client Wealth LLC | 9,863 | $1.22M | 0.04% | +679+7.4% | Added |
| Freestone Capital Holdings, LLC | 9,904 | $1.23M | 0.04% | +2,714+37.7% | Added |
| Davis Investment Partners, LLC | 9,540 | $1.23M | 0.51% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,989 | $1.24M | 0.21% | −216−2.1% | Reduced |
| Donald L. Hagan, LLC | 10,000 | $1.24M | 0.66% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 10,049 | $1.24M | 0.17% | +10,049 | New |
| TCG Advisory Services, LLC | 10,060 | $1.25M | 0.06% | +1,172+13.2% | Added |
| King Luther Capital Management Corp | 10,118 | $1.25M | 0.01% | −178−1.7% | Reduced |
| AE Wealth Management LLC | 10,119 | $1.25M | 0.01% | +5,072+100.5% | Added |
| United Bank | 10,127 | $1.25M | 0.63% | +243+2.5% | Added |
| NorthRock Partners, LLC | 10,147 | $1.26M | 0.05% | +14+0.1% | Added |
| Merit Financial Group, LLC | 10,230 | $1.27M | 0.03% | +1,199+13.3% | Added |
| Zhang Financial LLC | 10,301 | $1.28M | 0.09% | −513−4.7% | Reduced |
| Cravens & Co Advisors, LLC | 10,316 | $1.28M | 0.95% | +2,301+28.7% | Added |
| FRG Family Wealth Advisors LLC | 9,808 | $1.28M | 0.25% | +40.0% | Added |
| Chapin Davis, Inc. | 10,344 | $1.28M | 0.44% | −137−1.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,380 | $1.29M | 0.86% | −50−0.5% | Reduced |
| E&G Advisors, LP | 10,484 | $1.29M | 0.38% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 10,479 | $1.30M | 0.62% | +1,189+12.8% | Added |
| SeaCrest Wealth Management, LLC | 10,486 | $1.30M | 0.15% | +1,068+11.3% | Added |
| Fortem Financial Group, LLC | 10,504 | $1.30M | 0.56% | +402+4.0% | Added |
| Beaumont Financial Advisors, LLC | 10,504 | $1.30M | 0.10% | −809−7.2% | Reduced |
| Country Club Bank | 10,485 | $1.30M | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,582 | $1.31M | 0.10% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 10,616 | $1.31M | 0.28% | +10,616 | New |
| Prudential PLC | 10,686 | $1.32M | 0.01% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 10,929 | $1.33M | 0.29% | −1,450−11.7% | Reduced |
| Sheets Smith Wealth Management | 10,734 | $1.33M | 0.16% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,759 | $1.33M | 0.21% | +7,850+269.9% | Added |
| Shepherd Kaplan Krochuk, LLC | 10,762 | $1.33M | 1.05% | −628−5.5% | Reduced |
| Mather Group, LLC. | 10,264 | $1.35M | 0.02% | +3,151+44.3% | Added |
| Sunpointe, LLC | 10,899 | $1.35M | 0.88% | +10,899 | New |
| Heritage Investors Management Corp | 10,904 | $1.35M | 0.05% | −735−6.3% | Reduced |
| Profund Advisors LLC | 10,906 | $1.35M | 0.05% | −303−2.7% | Reduced |
| CenterStar Asset Management, LLC | 10,919 | $1.35M | 2.03% | +8,456+343.3% | Added |
| TBH Global Asset Management, LLC | 10,940 | $1.35M | 0.30% | +404+3.8% | Added |
| Carson Advisory Inc. | 10,965 | $1.36M | 0.95% | 00.0% | Unchanged |