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 |
|---|---|---|---|---|---|
| Redmond Asset Management, LLC | 14,186 | $1.76M | 0.58% | −706−4.7% | Reduced |
| WSFS Capital Management, LLC | 13,965 | $1.76M | 0.10% | +1,399+11.1% | Added |
| Pearl River Capital, LLC | 14,227 | $1.76M | 0.28% | +14,227 | New |
| Vestcor Inc | 14,237 | $1.76M | 0.06% | +1,151+8.8% | Added |
| Conway Capital Management, Inc. | 14,241 | $1.76M | 0.89% | −471−3.2% | Reduced |
| Campbell Capital Management Inc | 14,247 | $1.76M | 0.76% | −757−5.0% | Reduced |
| River Street Advisors LLC | 14,275 | $1.77M | 1.10% | +617+4.5% | Added |
| Wetherby Asset Management Inc | 14,295 | $1.77M | 0.08% | +776+5.7% | Added |
| Thoroughbred Financial Services, LLC | 14,314 | $1.77M | 0.12% | +3,702+34.9% | Added |
| Pittenger & Anderson Inc | 14,325 | $1.77M | 0.07% | −235−1.6% | Reduced |
| Wintrust Investments LLC | 14,355 | $1.78M | 0.14% | +99+0.7% | Added |
| Linden Thomas Advisory Services, LLC | 14,616 | $1.81M | 0.28% | +585+4.2% | Added |
| Western Wealth Management, LLC | 14,629 | $1.81M | 0.13% | −243−1.6% | Reduced |
| Entropy Technologies, LP | 14,850 | $1.84M | 0.20% | +14,850 | New |
| Waters Parkerson & Co., LLC | 14,882 | $1.84M | 0.10% | −771−4.9% | Reduced |
| Hills Bank & Trust Co | 15,011 | $1.86M | 0.15% | +91+0.6% | Added |
| Insight Advisors, LLC | 15,026 | $1.86M | 0.34% | −2,533−14.4% | Reduced |
| Atomi Financial Group, Inc. | 15,083 | $1.87M | 0.14% | +2,150+16.6% | Added |
| Gateway Investment Advisers LLC | 15,089 | $1.87M | 0.02% | +1,519+11.2% | Added |
| Sit Investment Associates Inc | 15,100 | $1.87M | 0.04% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 15,153 | $1.88M | 1.44% | −150−1.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 15,155 | $1.88M | 1.46% | −300−1.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,198 | $1.88M | 0.17% | +3,662+31.7% | Added |
| Stiles Financial Services Inc | 15,238 | $1.89M | 0.73% | −378−2.4% | Reduced |
| Harvest Investment Advisors, LLC | 15,258 | $1.89M | 1.39% | −127−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 15,431 | $1.91M | 0.14% | +4,062+35.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,528 | $1.92M | 0.08% | +5,503+54.9% | Added |
| Rossmore Private Capital | 15,539 | $1.92M | 0.25% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 15,559 | $1.93M | 0.28% | +1,663+12.0% | Added |
| Nations Financial Group Inc, | 15,600 | $1.93M | 0.16% | +15+0.1% | Added |
| XML Financial, LLC | 15,776 | $1.95M | 0.20% | −687−4.2% | Reduced |
| Acorn Wealth Advisors, LLC | 15,817 | $1.96M | 0.97% | +309+2.0% | Added |
| TrinityPoint Wealth, LLC | 15,901 | $1.97M | 0.31% | −1,008−6.0% | Reduced |
| Investment Management Corp of Ontario | 15,928 | $1.97M | 0.05% | +4,500+39.4% | Added |
| Avidian Wealth Solutions, LLC | 16,005 | $1.98M | 0.10% | −624−3.8% | Reduced |
| Modera Wealth Management, LLC | 16,015 | $1.98M | 0.03% | −101−0.6% | Reduced |
| Covenant Asset Management, LLC | 16,066 | $1.99M | 0.45% | −1,348−7.7% | Reduced |
| MWA Asset Management | 16,067 | $1.99M | 1.42% | −18−0.1% | Reduced |
| Opinicus Capital, Inc. | 16,088 | $1.99M | 1.68% | +455+2.9% | Added |
| Assenagon Asset Management S.A. | 16,130 | $2.00M | 0.00% | +470+3.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,174 | $2.00M | 0.20% | −795−4.7% | Reduced |
| Dearborn Partners LLC | 16,182 | $2.00M | 0.09% | −514−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 16,234 | $2.01M | 0.08% | −447−2.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 16,321 | $2.02M | 0.21% | −26,280−61.7% | Reduced |
| WealthPlan Investment Management, LLC | 16,383 | $2.03M | 0.31% | −1,853−10.2% | Reduced |
| Blue Fin Capital, Inc. | 16,385 | $2.03M | 0.41% | +872+5.6% | Added |
| GoalVest Advisory LLC | 16,425 | $2.03M | 0.65% | −800−4.6% | Reduced |
| Institute for Wealth Management, LLC. | 16,479 | $2.04M | 0.27% | −173−1.0% | Reduced |
| Intellectus Partners, LLC | 16,557 | $2.05M | 0.56% | −1,096−6.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 16,571 | $2.05M | 2.05% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 16,572 | $2.05M | 1.71% | +17+0.1% | Added |
| Joel Isaacson & Co., LLC | 16,589 | $2.05M | 0.11% | +50+0.3% | Added |
| Penbrook Management LLC | 16,600 | $2.06M | 1.25% | −923−5.3% | Reduced |
| First National Bank Sioux Falls | 16,693 | $2.07M | 1.07% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 16,710 | $2.07M | 1.21% | −50.0% | Reduced |
| Aviance Capital Partners, LLC | 16,798 | $2.08M | 0.30% | +523+3.2% | Added |
| Van Eck Associates Corp | 16,823 | $2.08M | 0.00% | +1,226+7.9% | Added |
| Hyman Charles D | 16,873 | $2.09M | 0.12% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 16,901 | $2.09M | 0.03% | +1,946+13.0% | Added |
| Baldwin Investment Management, LLC | 17,117 | $2.12M | 0.29% | +47+0.3% | Added |
| Intrepid Financial Planning Group LLC | 17,118 | $2.12M | 0.91% | −1,118−6.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,212 | $2.13M | 0.01% | −2,194−11.3% | Reduced |
| StrongBox Wealth, LLC | 17,274 | $2.14M | 1.01% | +954+5.8% | Added |
| Garrett Investment Advisors LLC | 17,289 | $2.14M | 0.25% | +519+3.1% | Added |
| Herbst Group, LLC | 17,376 | $2.15M | 1.31% | −75−0.4% | Reduced |
| Sierra Capital LLC | 17,392 | $2.15M | 0.29% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 17,452 | $2.16M | 1.70% | −95−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 17,456 | $2.16M | 0.30% | −560−3.1% | Reduced |
| Riverpark Capital Management LLC | 17,615 | $2.18M | 2.89% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17,637 | $2.18M | 0.33% | −240−1.3% | Reduced |
| Mutual Advisors, LLC | 15,499 | $2.19M | 0.07% | +369+2.4% | Added |
| Belpointe Asset Management LLC | 17,658 | $2.19M | 0.15% | +8,458+91.9% | Added |
| Northcape Wealth Management, LLC | 17,696 | $2.19M | 0.79% | −467−2.6% | Reduced |
| Schechter Investment Advisors, LLC | 17,723 | $2.19M | 0.17% | −1,228−6.5% | Reduced |
| Great Lakes Retirement, Inc. | 17,729 | $2.19M | 0.30% | +2,924+19.8% | Added |
| Principal Securities, Inc. | 17,792 | $2.20M | 0.06% | +3,196+21.9% | Added |
| Cary Street Partner Investment Advisory LLC | 17,815 | $2.21M | 0.09% | −202−1.1% | Reduced |
| Krilogy Financial LLC | 17,843 | $2.21M | 0.16% | +1,694+10.5% | Added |
| Canton Hathaway, LLC | 17,852 | $2.21M | 0.60% | 00.0% | Unchanged |
| Marion Wealth Management | 18,022 | $2.23M | 0.66% | +179+1.0% | Added |
| Bridgewater Advisors Inc. | 16,004 | $2.24M | 0.28% | +16,004 | New |
| Capital City Trust Co | 18,133 | $2.24M | 0.61% | −1,284−6.6% | Reduced |
| Sigma Planning Corp | 18,167 | $2.25M | 0.07% | +743+4.3% | Added |
| JBR Co Financial Management Inc | 18,171 | $2.25M | 1.58% | 00.0% | Unchanged |
| Platform Technology Partners | 18,194 | $2.25M | 0.78% | +18,194 | New |
| Hamilton Capital Partners Inc. | 18,197 | $2.25M | 0.24% | +2,156+13.4% | Added |
| Koa Wealth Management, LLC | 18,219 | $2.26M | 1.91% | −151−0.8% | Reduced |
| Verition Fund Management LLC | 18,260 | $2.26M | 0.02% | +10,954+149.9% | Added |
| King Wealth | 18,291 | $2.26M | 0.38% | −97−0.5% | Reduced |
| Royal Capital Wealth Management, LLC | 18,299 | $2.27M | 1.71% | +10+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,329 | $2.27M | 0.09% | −798−4.2% | Reduced |
| South Dakota Investment Council | 18,480 | $2.29M | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 18,597 | $2.30M | 0.11% | +4,246+29.6% | Added |
| RiverPark Advisors, LLC | 18,598 | $2.30M | 1.91% | −596−3.1% | Reduced |
| HighPoint Advisor Group LLC | 16,313 | $2.31M | 0.14% | +487+3.1% | Added |
| Magnus Financial Group LLC | 18,776 | $2.32M | 0.26% | +925+5.2% | Added |
| True North Advisors, LLC | 18,857 | $2.33M | 0.62% | −874−4.4% | Reduced |
| Gotham Asset Management, LLC | 18,888 | $2.34M | 0.03% | +76+0.4% | Added |
| Field & Main Bank | 18,930 | $2.34M | 0.88% | −63−0.3% | Reduced |
| Tealwood Asset Management Inc | 18,984 | $2.35M | 1.42% | +11+0.1% | Added |