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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 2,354 | $291.4K | 0.05% | −296−11.2% | Reduced |
| Concentric Wealth Management, LLC | 2,355 | $291.5K | 0.08% | +140+6.3% | Added |
| JNBA Financial Advisors | 2,359 | $292.0K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,379 | $294.5K | 0.14% | +2,379 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $294.6K | 0.07% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,312 | $295.0K | 0.04% | −388−14.4% | Reduced |
| Altfest L J & Co Inc | 2,386 | $295.0K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,397 | $296.7K | 0.04% | +95+4.1% | Added |
| Versant Capital Management, Inc | 2,398 | $296.9K | 0.08% | −13−0.5% | Reduced |
| Terry L. Blaker | 2,400 | $297.1K | 0.01% | +2,400 | New |
| Two Sigma Advisers, LP | 2,400 | $297.1K | 0.00% | +2,400 | New |
| Capital Asset Advisory Services LLC | 2,451 | $297.2K | 0.02% | −10−0.4% | Reduced |
| Aprio Wealth Management, LLC | 2,411 | $298.5K | 0.05% | +24+1.0% | Added |
| Marex Group plc | 2,411 | $298.5K | 0.01% | −656−21.4% | Reduced |
| Callan Family Office, LLC | 2,417 | $299.2K | 0.06% | +2,417 | New |
| Reik & Co., LLC | 2,425 | $300.2K | 0.08% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,425 | $300.2K | 0.15% | +2,425 | New |
| Tandem Wealth Advisors LLC | 2,426 | $300.3K | 0.16% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,430 | $300.8K | 0.03% | +110+4.7% | Added |
| Agf Management Ltd | 2,439 | $301.9K | 0.00% | +2,439 | New |
| Wills Financial Group, Inc. | 2,442 | $302.3K | 0.14% | +2,442 | New |
| Aspiriant, LLC | 2,443 | $302.4K | 0.01% | −210−7.9% | Reduced |
| New Century Financial Group, LLC | 2,459 | $304.4K | 0.13% | +923+60.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,462 | $304.8K | 0.02% | −639−20.6% | Reduced |
| Proequities, Inc. | 2,473 | $306.2K | 0.02% | −203−7.6% | Reduced |
| Secure Asset Management, LLC | 2,475 | $306.4K | 0.06% | −1,865−43.0% | Reduced |
| Roof Eidam & Maycock | 2,490 | $308.3K | 0.08% | +435+21.2% | Added |
| GYL Financial Synergies, LLC | 2,491 | $308.3K | 0.02% | +674+37.1% | Added |
| Port Capital LLC | 2,499 | $309.0K | 0.02% | +32+1.3% | Added |
| Signal Advisors Wealth, LLC | 2,500 | $309.5K | 0.68% | −119−4.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,500 | $309.5K | 0.19% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,504 | $310.0K | 0.00% | −963−27.8% | Reduced |
| Foguth Wealth Management, LLC. | 2,510 | $310.7K | 0.14% | +10+0.4% | Added |
| Trillium Asset Management, LLC | 2,516 | $311.0K | 0.01% | −485−16.2% | Reduced |
| IFP Advisors, Inc | 2,523 | $312.3K | 0.01% | −310−10.9% | Reduced |
| Spirepoint Private Client, LLC | 2,525 | $312.6K | 0.04% | −164−6.1% | Reduced |
| Ci Investments Inc. | 2,527 | $313.0K | 0.00% | −48−1.9% | Reduced |
| SC&H Financial Advisors, Inc. | 2,532 | $313.4K | 0.08% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,536 | $314.0K | 0.01% | −419−14.2% | Reduced |
| Meridian Wealth Management, LLC | 2,537 | $314.1K | 0.04% | +2,537 | New |
| Dorsey & Whitney Trust CO LLC | 2,538 | $314.2K | 0.02% | +474+23.0% | Added |
| CX Institutional | 2,541 | $314.6K | 0.01% | +113+4.7% | Added |
| CRA Financial Services, LLC | 2,543 | $314.8K | 0.06% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,548 | $315.4K | 0.17% | −16−0.6% | Reduced |
| Journey Strategic Wealth LLC | 2,548 | $315.5K | 0.01% | +11+0.4% | Added |
| Hardin Capital Partners, LLC | 2,552 | $315.9K | 0.21% | +2,552 | New |
| Marino, Stram & Associates LLC | 2,596 | $321.3K | 0.08% | +2+0.1% | Added |
| Creekmur Asset Management LLC | 2,600 | $321.9K | 0.08% | −10.0% | Reduced |
| Smart Portfolios, LLC | 2,605 | $322.5K | 0.33% | +360+16.0% | Added |
| Patten & Patten Inc | 2,609 | $323.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 2,642 | $327.1K | 0.04% | +155+6.2% | Added |
| SOA Wealth Advisors, LLC. | 2,644 | $327.3K | 0.07% | +3+0.1% | Added |
| Delta Financial Group, Inc. | 2,650 | $328.0K | 0.14% | +17+0.6% | Added |
| Knightsbridge Asset Management, LLC | 2,654 | $328.6K | 0.08% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,657 | $328.9K | 0.12% | −2−0.1% | Reduced |
| Allstate Corp | 2,660 | $329.3K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 2,665 | $329.9K | 0.07% | +238+9.8% | Added |
| BOS Asset Management, LLC | 2,678 | $331.5K | 0.15% | −111−4.0% | Reduced |
| Optimum Investment Advisors | 2,700 | $334.3K | 0.15% | −500−15.6% | Reduced |
| Anchor Investment Management, LLC | 2,710 | $335.5K | 0.03% | −85−3.0% | Reduced |
| L2 Asset Management, LLC | 2,713 | $335.9K | 0.10% | +267+10.9% | Added |
| Triumph Capital Management | 2,717 | $336.4K | 0.13% | +2+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,719 | $336.6K | 0.06% | +18+0.7% | Added |
| Capital Advisors, Ltd. LLC | 2,725 | $337.0K | 0.04% | +142+5.5% | Added |
| Tradewinds, LLC. | 2,723 | $337.1K | 0.10% | +16+0.6% | Added |
| Mattern Wealth Management LLC | 2,728 | $337.7K | 0.08% | −1,003−26.9% | Reduced |
| Vise Technologies, Inc. | 2,729 | $337.8K | 0.06% | +76+2.9% | Added |
| Boston Family Office LLC | 2,732 | $338.0K | 0.02% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,731 | $338.1K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 2,742 | $339.5K | 0.02% | −677−19.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,750 | $340.4K | 0.20% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,752 | $340.7K | 0.06% | 00.0% | Unchanged |
| RNC Capital Management LLC | 2,758 | $341.4K | 0.02% | +2,758 | New |
| First County Bank | 2,760 | $341.7K | 0.18% | +50+1.8% | Added |
| Channel Wealth LLC | 2,762 | $341.9K | 0.12% | −320−10.4% | Reduced |
| Lantz Financial LLC | 2,762 | $341.9K | 0.11% | +290+11.7% | Added |
| Corton Capital Inc. | 2,766 | $342.4K | 0.18% | +2,766 | New |
| Brogan Financial, Inc. | 2,768 | $342.7K | 0.22% | −19−0.7% | Reduced |
| Advisory Alpha, LLC | 2,774 | $343.5K | 0.01% | +648+30.5% | Added |
| Opal Wealth Advisors, LLC | 2,781 | $344.3K | 0.11% | −103−3.6% | Reduced |
| LVW Advisors, LLC | 2,788 | $345.2K | 0.05% | +936+50.5% | Added |
| Farmers & Merchants Investments Inc | 2,824 | $349.6K | 0.01% | +965+51.9% | Added |
| Am Investment Strategies LLC | 2,827 | $350.0K | 0.09% | +10.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,828 | $350.1K | 0.01% | +2,828 | New |
| Southeast Asset Advisors Inc. | 2,830 | $350.4K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,831 | $350.5K | 0.13% | −588−17.2% | Reduced |
| Kennedy Investment Group | 2,834 | $350.9K | 0.18% | +17+0.6% | Added |
| Schrum Private Wealth Management LLC | 2,849 | $352.7K | 0.32% | −29−1.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,858 | $353.8K | 0.08% | −79−2.7% | Reduced |
| Venturi Wealth Management, LLC | 2,884 | $357.0K | 0.02% | +478+19.9% | Added |
| RB Capital Management, LLC | 2,892 | $358.1K | 0.09% | +19+0.7% | Added |
| Masso Torrence Wealth Management Inc. | 2,893 | $358.2K | 0.20% | +853+41.8% | Added |
| Independence Bank of Kentucky | 2,894 | $358.3K | 0.09% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,899 | $358.9K | 0.19% | +268+10.2% | Added |
| Pacific Global Investment Management CO | 2,900 | $359.0K | 0.07% | −33−1.1% | Reduced |
| Poehling Capital Management, LLC | 2,900 | $359.0K | 0.10% | −640−18.1% | Reduced |
| Sterneck Capital Management, LLC | 2,900 | $359.0K | 0.20% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,900 | $359.0K | 0.08% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 2,900 | $359.0K | 0.24% | +400+16.0% | Added |
| Redwood Wealth Management Group, LLC | 2,910 | $360.3K | 0.27% | +5+0.2% | Added |