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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 10,981 | $1.36M | 0.05% | +236+2.2% | Added |
| Confluence Investment Management LLC | 11,000 | $1.36M | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $1.36M | 0.33% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11,013 | $1.36M | 0.23% | +20.0% | Added |
| Scientech Research LLC | 11,019 | $1.36M | 0.28% | +11,019 | New |
| Legacy Advisors, LLC | 11,022 | $1.36M | 0.17% | −310−2.7% | Reduced |
| Moneta Group Investment Advisors LLC | 11,028 | $1.37M | 0.02% | +1,273+13.0% | Added |
| RDA Financial Network | 11,083 | $1.37M | 0.45% | −28−0.3% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $1.37M | 0.37% | 00.0% | Unchanged |
| David Loasby | 11,088 | $1.38M | 0.13% | +794+7.7% | Added |
| Morse Asset Management, Inc | 11,152 | $1.38M | 0.33% | +10+0.1% | Added |
| Qtron Investments LLC | 11,209 | $1.39M | 0.20% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 11,239 | $1.39M | 0.65% | +74+0.7% | Added |
| Prio Wealth Limited Partnership | 11,266 | $1.39M | 0.04% | −112−1.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 11,307 | $1.40M | 0.45% | −170−1.5% | Reduced |
| SFMG, LLC | 11,358 | $1.41M | 0.12% | −2,431−17.6% | Reduced |
| Angeles Wealth Management, LLC | 11,417 | $1.41M | 0.13% | −120−1.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,436 | $1.42M | 0.03% | −936−7.6% | Reduced |
| Privium Fund Management (UK) Ltd | 11,500 | $1.42M | 0.55% | +11,500 | New |
| Blueshift Asset Management, LLC | 11,507 | $1.42M | 0.48% | +11,507 | New |
| Spirit of America Management Corp | 11,550 | $1.43M | 0.29% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,570 | $1.43M | 0.10% | +176+1.5% | Added |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.43M | 0.12% | 00.0% | Unchanged |
| Citizens & Northern Corp | 11,594 | $1.44M | 0.45% | −610−5.0% | Reduced |
| Castle Rock Wealth Management, LLC | 11,743 | $1.44M | 0.36% | +349+3.1% | Added |
| Good Life Advisors, LLC | 11,708 | $1.45M | 0.12% | −430−3.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,770 | $1.46M | 0.03% | +175+1.5% | Added |
| Welch & Forbes LLC | 12,024 | $1.46M | 0.02% | +512+4.4% | Added |
| Missouri Trust & Investment Co | 11,815 | $1.46M | 0.55% | +1,270+12.0% | Added |
| Private Trust Co NA | 11,834 | $1.47M | 0.16% | −316−2.6% | Reduced |
| DoubleLine ETF Adviser LP | 11,867 | $1.47M | 0.39% | −288−2.4% | Reduced |
| Sandbox Financial Partners, LLC | 11,880 | $1.47M | 0.56% | +107+0.9% | Added |
| Eisler Capital (US) LLC | 11,913 | $1.47M | 0.28% | +11,913 | New |
| Hollencrest Capital Management | 11,967 | $1.48M | 0.07% | +11+0.1% | Added |
| TCTC Holdings, LLC | 12,000 | $1.49M | 0.05% | +12,000 | New |
| AlphaCore Capital LLC | 12,101 | $1.50M | 0.36% | −902−6.9% | Reduced |
| Capital Investment Advisors, LLC | 12,109 | $1.50M | 0.03% | −2,969−19.7% | Reduced |
| Marcum Wealth, LLC | 12,121 | $1.50M | 0.15% | −222−1.8% | Reduced |
| Hilltop Holdings Inc. | 12,186 | $1.51M | 0.18% | +1,788+17.2% | Added |
| Crescent Grove Advisors, LLC | 12,189 | $1.51M | 0.17% | −10−0.1% | Reduced |
| Modern Wealth Management, LLC | 12,191 | $1.51M | 0.11% | +4,716+63.1% | Added |
| Hilltop National Bank | 12,193 | $1.51M | 0.49% | +748+6.5% | Added |
| Fortis Capital Advisors, LLC | 12,212 | $1.51M | 0.55% | +8,507+229.6% | Added |
| Everence Capital Management Inc | 12,970 | $1.51M | 0.10% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,260 | $1.52M | 0.11% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 12,293 | $1.52M | 0.48% | 00.0% | Unchanged |
| U S Global Investors Inc | 12,300 | $1.52M | 0.14% | +12,300 | New |
| Vontobel Holding Ltd. | 12,304 | $1.52M | 0.00% | −533−4.2% | Reduced |
| Choate Investment Advisors | 12,318 | $1.52M | 0.04% | −1,110−8.3% | Reduced |
| Diversify Wealth Management, LLC | 11,784 | $1.53M | 0.19% | +11,784 | New |
| Valeo Financial Advisors, LLC | 12,328 | $1.53M | 0.05% | −167−1.3% | Reduced |
| Investors Asset Management of Georgia Inc | 12,415 | $1.54M | 0.75% | −20−0.2% | Reduced |
| Brave Asset Management Inc | 12,419 | $1.54M | 0.39% | 00.0% | Unchanged |
| Umb Bank N A | 12,430 | $1.54M | 0.03% | −699−5.3% | Reduced |
| Horizon Investments, LLC | 12,555 | $1.55M | 0.04% | −36−0.3% | Reduced |
| Central Trust Co | 12,596 | $1.56M | 0.04% | +2,954+30.6% | Added |
| DRW Securities, LLC | 12,610 | $1.56M | 0.10% | +12,610 | New |
| Norway Savings Bank | 12,688 | $1.57M | 0.90% | +1,420+12.6% | Added |
| Mirabella Financial Services LLP | 12,720 | $1.57M | 0.11% | −12,641−49.8% | Reduced |
| Perbak Capital Partners LLP | 12,758 | $1.58M | 0.47% | +12,758 | New |
| Bank Ozk | 12,828 | $1.59M | 0.69% | +1,359+11.8% | Added |
| Carolinas Wealth Consulting LLC | 12,842 | $1.59M | 0.31% | −10−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,850 | $1.59M | 0.07% | −25−0.2% | Reduced |
| Adviser Investments LLC | 12,853 | $1.59M | 0.02% | +701+5.8% | Added |
| Edmond de Rothschild Holding S.A. | 12,876 | $1.59M | 0.03% | +2,218+20.8% | Added |
| Brandywine Oak Private Wealth LLC | 12,919 | $1.60M | 0.16% | −4,500−25.8% | Reduced |
| GTS Securities LLC | 12,928 | $1.60M | 0.03% | +12,928 | New |
| Westside Investment Management, Inc. | 12,965 | $1.61M | 0.37% | −50.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 13,149 | $1.61M | 0.21% | +300+2.3% | Added |
| Procyon Private Wealth Partners, LLC | 13,058 | $1.62M | 0.12% | +1,067+8.9% | Added |
| L.M. Kohn & Company | 13,129 | $1.63M | 0.44% | +145+1.1% | Added |
| Dimension Capital Management LLC | 13,182 | $1.63M | 0.33% | −73−0.6% | Reduced |
| Lakeview Capital Partners, LLC | 12,436 | $1.63M | 0.27% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 13,201 | $1.63M | 2.12% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 13,202 | $1.63M | 0.11% | −205−1.5% | Reduced |
| First United Bank Trust | 13,245 | $1.64M | 0.61% | −50−0.4% | Reduced |
| Greenwood Capital Associates LLC | 13,292 | $1.65M | 0.22% | +2,603+24.4% | Added |
| Arkadios Wealth Advisors | 13,369 | $1.66M | 0.11% | +1,357+11.3% | Added |
| Smith, Moore & Co. | 13,435 | $1.66M | 0.17% | −130−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 13,525 | $1.67M | 0.14% | −6,095−31.1% | Reduced |
| Lodestone Wealth Management LLC | 13,536 | $1.68M | 0.89% | +21+0.2% | Added |
| Matrix Private Capital Group LLC | 13,554 | $1.68M | 1.05% | −65−0.5% | Reduced |
| Signaturefd, LLC | 13,615 | $1.69M | 0.03% | +80+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 13,676 | $1.69M | 0.00% | −255−1.8% | Reduced |
| Accretive Wealth Partners, LLC | 13,758 | $1.70M | 0.71% | +135+1.0% | Added |
| Caz Investments LP | 13,800 | $1.71M | 2.51% | 00.0% | Unchanged |
| Veriti Management LLC | 13,818 | $1.71M | 0.11% | +2,032+17.2% | Added |
| Sowell Financial Services LLC | 13,837 | $1.71M | 0.08% | −671−4.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,840 | $1.71M | 1.39% | +80+0.6% | Added |
| Harbor Capital Advisors, Inc. | 13,862 | $1.72M | 0.13% | +29+0.2% | Added |
| Zevenbergen Capital Investments LLC | 13,885 | $1.72M | 0.04% | −345−2.4% | Reduced |
| Teacher Retirement System of Texas | 13,896 | $1.72M | 0.01% | −4,177−23.1% | Reduced |
| Keybank National Association | 13,914 | $1.72M | 0.01% | −90−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 13,989 | $1.73M | 0.12% | +13,989 | New |
| Chickasaw Capital Management LLC | 14,049 | $1.74M | 0.08% | +13+0.1% | Added |
| Summit Trail Advisors, LLC | 14,061 | $1.74M | 0.05% | +715+5.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,077 | $1.74M | 0.92% | −72−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,079 | $1.74M | 0.40% | +344+2.5% | Added |
| Citizens Financial Group Inc | 14,112 | $1.75M | 0.04% | +11,903+538.8% | Added |
| Accel Wealth Management | 14,168 | $1.75M | 0.70% | −83−0.6% | Reduced |