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 |
|---|---|---|---|---|---|
| Hoertkorn Richard Charles | 1,175 | $145.5K | 0.06% | 00.0% | Unchanged |
| ORG Partners LLC | 1,202 | $147.1K | 0.02% | +1,191+10,827.3% | Added |
| Monetary Management Group Inc | 1,200 | $148.6K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 1,200 | $148.6K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $148.6K | 0.04% | +1,200 | New |
| Private Ocean, LLC | 1,215 | $150.4K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,219 | $150.9K | 0.02% | +1,209+12,090.0% | Added |
| BNP Paribas | 1,240 | $153.5K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,250 | $154.8K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,286 | $159.2K | 0.01% | −300−18.9% | Reduced |
| Smartleaf Asset Management LLC | 1,284 | $159.4K | 0.03% | +14+1.1% | Added |
| Arlington Trust Co LLC | 1,301 | $161.1K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,326 | $164.1K | 0.07% | −370−21.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,361 | $168.5K | 0.05% | −1−0.1% | Reduced |
| Y.D. More Investments Ltd | 1,780 | $176.8K | 0.02% | +700+64.8% | Added |
| Horizon Bancorp Inc | 1,488 | $184.0K | 0.09% | +173+13.2% | Added |
| Tompkins Financial Corp | 1,500 | $185.7K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,507 | $186.6K | 0.01% | −2,069−57.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 1,515 | $187.6K | 0.09% | +115+8.2% | Added |
| Pathway Financial Advisers, LLC | 1,536 | $190.0K | 0.07% | +13+0.9% | Added |
| Chris Bulman Inc | 1,554 | $192.4K | 0.13% | +1,554 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,425 | $195.2K | 0.00% | −25−1.7% | Reduced |
| Camelot Portfolios, LLC | 1,618 | $200.3K | 0.11% | +1,618 | New |
| Boothbay Fund Management, LLC | 1,621 | $200.7K | 0.01% | +1,621 | New |
| One Wealth Management Investment & Advisory Services, LLC | 1,622 | $200.8K | 0.08% | −200−11.0% | Reduced |
| Pegasus Asset Management, Inc. | 1,625 | $201.2K | 0.08% | +1,625 | New |
| WealthShield Partners, LLC | 1,630 | $201.7K | 0.03% | −100−5.8% | Reduced |
| Aaron Wealth Advisors | 1,630 | $201.8K | 0.03% | +1,630 | New |
| Meiji Yasuda Life Insurance Co | 1,633 | $202.2K | 0.00% | +1,633 | New |
| ZWJ Investment Counsel Inc | 1,640 | $203.0K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,645 | $203.6K | 0.08% | +8+0.5% | Added |
| X-Square Capital, LLC | 1,645 | $204.0K | 0.09% | +1,645 | New |
| Allianz SE | 1,650 | $204.3K | 0.01% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,650 | $204.3K | 0.06% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 1,654 | $204.8K | 0.06% | −1,001−37.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,655 | $204.9K | 0.02% | +1,655 | New |
| V-Square Quantitative Management LLC | 1,664 | $206.0K | 0.03% | −66−3.8% | Reduced |
| Grove Bank & Trust | 1,666 | $206.3K | 0.03% | +236+16.5% | Added |
| Blankinship & Foster, LLC | 1,669 | $206.6K | 0.05% | −211−11.2% | Reduced |
| Morningstar Investment Management LLC | 1,672 | $207.0K | 0.02% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,679 | $207.9K | 0.12% | +128+8.3% | Added |
| Mosaic Financial Group, LLC | 1,684 | $208.0K | 0.15% | +9+0.5% | Added |
| Legacy Financial Group LLC | 1,682 | $208.2K | 0.04% | +3+0.2% | Added |
| GHP Investment Advisors, Inc. | 1,683 | $208.3K | 0.01% | +15+0.9% | Added |
| Savvy Advisors, Inc. | 1,687 | $208.9K | 0.07% | +1,687 | New |
| Cidel Asset Management Inc | 1,692 | $209.5K | 0.02% | −89−5.0% | Reduced |
| Park Place Capital Corp | 1,693 | $209.6K | 0.07% | +1,547+1,059.6% | Added |
| Watershed Private Wealth LLC | 1,695 | $209.8K | 0.09% | +15+0.9% | Added |
| McDaniel Terry & Co | 1,700 | $210.0K | 0.02% | −118−6.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,698 | $210.2K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 1,699 | $210.3K | 0.04% | −43−2.5% | Reduced |
| Perissos Private Wealth Management, LLC | 1,700 | $210.5K | 0.19% | +11+0.7% | Added |
| Brown Capital Management LLC | 1,712 | $211.9K | 0.00% | −118−6.4% | Reduced |
| Bouchey Financial Group Ltd | 1,720 | $212.0K | 0.02% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,714 | $212.2K | 0.06% | +1,714 | New |
| Regent Peak Wealth Advisors LLC | 1,716 | $212.5K | 0.05% | +65+3.9% | Added |
| Madison Asset Management, LLC | 1,721 | $213.1K | 0.00% | 00.0% | Unchanged |
| Doheny Asset Management | 1,725 | $214.0K | 0.15% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,729 | $214.1K | 0.07% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,730 | $214.2K | 0.07% | +2+0.1% | Added |
| My Legacy Advisors, LLC | 1,731 | $214.3K | 0.07% | −45−2.5% | Reduced |
| Catalina Capital Group, LLC | 1,738 | $215.1K | 0.08% | +1,738 | New |
| Laidlaw Wealth Management LLC | 1,740 | $215.4K | 0.12% | −3,379−66.0% | Reduced |
| Sivia Capital Partners, LLC | 1,747 | $216.2K | 0.14% | +1,747 | New |
| Hoxton Planning & Management, LLC | 1,747 | $216.3K | 0.10% | −120−6.4% | Reduced |
| City State Bank | 1,747 | $216.3K | 0.09% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 1,748 | $216.4K | 0.08% | 00.0% | Unchanged |
| Lee Financial Co | 1,749 | $216.6K | 0.04% | −210−10.7% | Reduced |
| Trust Investment Advisors | 1,750 | $216.7K | 0.14% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,761 | $218.0K | 0.06% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,761 | $218.5K | 0.04% | −168−8.7% | Reduced |
| Novare Capital Management LLC | 1,766 | $218.6K | 0.02% | −74−4.0% | Reduced |
| Oakworth Capital, Inc. | 1,770 | $219.1K | 0.02% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,770 | $219.2K | 0.03% | +1,770 | New |
| Selective Wealth Management, Inc. | 1,810 | $219.5K | 0.10% | −804−30.8% | Reduced |
| Summit Global Investments | 1,780 | $220.0K | 0.01% | +2+0.1% | Added |
| Argus Investors' Counsel, Inc. | 1,779 | $220.3K | 0.14% | +1,779 | New |
| Parkside Advisors LLC | 1,787 | $221.3K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 1,700 | $222.6K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,799 | $222.7K | 0.08% | +1,674+1,339.2% | Added |
| Culbertson A N & Co Inc | 1,800 | $222.8K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,803 | $223.2K | 0.14% | −22−1.2% | Reduced |
| New Wave Wealth Advisors LLC | 1,811 | $224.3K | 0.12% | +1,811 | New |
| Formidable Asset Management, LLC | 1,813 | $224.4K | 0.04% | +1,813 | New |
| Quotient Wealth Partners, LLC | 1,814 | $224.6K | 0.01% | +194+12.0% | Added |
| Morris Retirement Advisors, LLC | 1,816 | $224.9K | 0.13% | +1,816 | New |
| Abbrea Capital, LLC | 1,815 | $225.0K | 0.03% | −300−14.2% | Reduced |
| Banque Pictet & Cie SA | 1,820 | $225.3K | 0.00% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,829 | $226.4K | 0.10% | +47+2.6% | Added |
| Prestige Wealth Management Group LLC | 1,832 | $226.8K | 0.05% | +1,690+1,190.1% | Added |
| Triad Wealth Partners, LLC | 1,833 | $226.9K | 0.12% | +227+14.1% | Added |
| Eagle Bay Advisors LLC | 1,836 | $227.3K | 0.14% | +802+77.6% | Added |
| Maia Wealth LLC | 1,719 | $227.5K | 0.07% | +1,719 | New |
| Fonville Wealth Management LLC | 1,851 | $229.2K | 0.09% | +1,851 | New |
| Full Sail Capital, LLC | 1,854 | $229.5K | 0.02% | +4+0.2% | Added |
| Cypress Wealth Services, LLC | 1,855 | $229.6K | 0.05% | +71+4.0% | Added |
| Kolinsky Wealth Management, LLC | 1,855 | $229.6K | 0.16% | −867−31.9% | Reduced |
| Oak Ridge Investments LLC | 1,855 | $229.6K | 0.02% | +1,855 | New |
| Onefund, LLC | 1,879 | $232.6K | 0.25% | +14+0.8% | Added |
| Peddock Capital Advisors, LLC | 1,886 | $233.5K | 0.06% | +44+2.4% | Added |