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 |
|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 3,724 | $461.0K | 0.06% | −952−20.4% | Reduced |
| LWM Advisory Services, LLC | 3,726 | $461.3K | 0.39% | −47−1.2% | Reduced |
| Valmark Advisers, Inc. | 3,756 | $464.9K | 0.01% | +29+0.8% | Added |
| Balboa Wealth Partners | 3,757 | $465.2K | 0.12% | +1,133+43.2% | Added |
| Plotkin Financial Advisors, LLC | 3,759 | $465.4K | 0.30% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,765 | $466.1K | 0.06% | −626−14.3% | Reduced |
| Keel Point, LLC | 3,500 | $466.7K | 0.04% | +302+9.4% | Added |
| Enterprise Bank & Trust Co | 3,780 | $468.0K | 0.16% | +137+3.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $470.4K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,801 | $470.6K | 0.12% | −4−0.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,802 | $470.7K | 0.08% | −49−1.3% | Reduced |
| Commerzbank Aktiengesellschaft | 3,799 | $471.0K | 0.02% | +203+5.6% | Added |
| Fiduciary Family Office, LLC | 3,810 | $471.7K | 0.19% | −132−3.3% | Reduced |
| Whalen Wealth Management Inc. | 3,811 | $471.8K | 0.37% | −1,575−29.2% | Reduced |
| Townsend Asset Management Corp | 3,815 | $472.4K | 0.18% | +3+0.1% | Added |
| Flputnam Investment Management Co | 3,844 | $475.9K | 0.01% | +205+5.6% | Added |
| Wagner Wealth Management, LLC | 3,859 | $477.7K | 0.14% | −121−3.0% | Reduced |
| Guinness Asset Management LTD | 3,860 | $477.9K | 0.01% | −323−7.7% | Reduced |
| Round Rock Advisors, LLC | 3,870 | $479.2K | 0.12% | +158+4.3% | Added |
| Godsey & Gibb Associates | 3,874 | $479.6K | 0.05% | −953−19.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,875 | $479.7K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,889 | $481.4K | 0.02% | +193+5.2% | Added |
| Family Management Corp | 3,894 | $482.1K | 0.09% | 00.0% | Unchanged |
| Activest Wealth Management | 3,894 | $482.1K | 0.16% | +3,866+13,807.1% | Added |
| Bright Futures Wealth Management, LLC. | 3,637 | $483.9K | 0.26% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 3,920 | $485.3K | 0.56% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,921 | $485.4K | 0.08% | +71+1.8% | Added |
| O'Dell Group, LLC | 3,715 | $488.1K | 0.12% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,945 | $488.4K | 0.05% | −2,219−36.0% | Reduced |
| KPP Advisory Services LLC | 3,978 | $492.5K | 0.13% | −2,905−42.2% | Reduced |
| TCI Wealth Advisors, Inc. | 3,979 | $492.6K | 0.05% | +635+19.0% | Added |
| Sapient Capital LLC | 3,980 | $492.7K | 0.01% | −300−7.0% | Reduced |
| Vanguard Capital Wealth Advisors | 3,980 | $492.7K | 0.33% | −270−6.4% | Reduced |
| Trueblood Wealth Management, LLC | 3,985 | $493.3K | 0.28% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,993 | $494.3K | 0.27% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,001 | $495.4K | 0.11% | +26+0.7% | Added |
| Tandem Investment Advisors, Inc. | 4,020 | $498.0K | 0.02% | +100+2.6% | Added |
| Partners Capital Investment Group, LLP | 4,036 | $499.7K | 0.01% | +4,036 | New |
| Spinnaker Investment Group, LLC | 4,047 | $501.0K | 0.14% | −124−3.0% | Reduced |
| Fundamentun, LLC | 4,052 | $501.7K | 0.04% | +150+3.8% | Added |
| Moloney Securities Asset Management, LLC | 4,082 | $505.4K | 0.07% | −496−10.8% | Reduced |
| Montecito Bank & Trust | 4,109 | $508.7K | 0.10% | −375−8.4% | Reduced |
| Logan Capital Management Inc | 4,125 | $510.7K | 0.02% | 00.0% | Unchanged |
| Morton Capital Management LLC | 4,145 | $513.2K | 0.12% | −80−1.9% | Reduced |
| Sweet Financial Partners, LLC | 4,156 | $514.5K | 0.12% | +10.0% | Added |
| Paragon Private Wealth Management, LLC | 4,168 | $516.0K | 0.29% | −112−2.6% | Reduced |
| Morningstar Investment Services LLC | 4,158 | $516.0K | 0.01% | +412+11.0% | Added |
| Operose Advisors LLC | 4,198 | $519.7K | 0.18% | +16+0.4% | Added |
| Bienville Capital Management, LLC | 4,202 | $520.2K | 0.12% | 00.0% | Unchanged |
| First American Trust, FSB | 4,222 | $522.7K | 0.05% | +176+4.3% | Added |
| RMB Capital Management, LLC | 4,225 | $523.0K | 0.01% | −3,837−47.6% | Reduced |
| Soltis Investment Advisors LLC | 4,234 | $524.1K | 0.06% | +12+0.3% | Added |
| Financial Partners Group, Inc | 4,239 | $524.7K | 0.08% | −660−13.5% | Reduced |
| CAPROCK Group, Inc. | 4,260 | $527.5K | 0.02% | −1,059−19.9% | Reduced |
| Cora Capital Advisors LLC | 4,264 | $527.9K | 0.27% | −25−0.6% | Reduced |
| First Hawaiian Bank | 4,277 | $529.5K | 0.02% | −2,568−37.5% | Reduced |
| Chemistry Wealth Management LLC | 4,286 | $530.6K | 0.14% | +30+0.7% | Added |
| WNY Asset Management, LLC | 4,305 | $533.0K | 0.07% | −795−15.6% | Reduced |
| Trajan Wealth LLC | 4,316 | $534.3K | 0.03% | −326−7.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,325 | $535.4K | 0.06% | +745+20.8% | Added |
| Mayfair Advisory Group, LLC | 4,149 | $536.5K | 0.36% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,343 | $537.7K | 0.28% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,391 | $543.6K | 0.14% | +4,391 | New |
| HCR Wealth Advisors | 4,399 | $544.7K | 0.08% | +477+12.2% | Added |
| Avory & Company, LLC | 4,407 | $545.6K | 0.38% | +7+0.2% | Added |
| KMG Fiduciary Partners, LLC | 4,430 | $548.4K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,468 | $553.1K | 0.03% | −355−7.4% | Reduced |
| Alerus Financial NA | 4,473 | $553.8K | 0.04% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 4,481 | $554.7K | 0.38% | −514−10.3% | Reduced |
| Gradient Capital Advisors, LLC | 4,487 | $555.5K | 0.20% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 4,502 | $557.3K | 0.18% | +675+17.6% | Added |
| MJP Associates Inc | 4,520 | $559.6K | 0.12% | −72−1.6% | Reduced |
| Lewis Asset Management, LLC | 4,534 | $561.3K | 0.43% | −1,974−30.3% | Reduced |
| BSW Wealth Partners | 4,584 | $567.5K | 0.09% | +28+0.6% | Added |
| Continuum Advisory, LLC | 4,601 | $569.6K | 0.08% | +4+0.1% | Added |
| Intrua Financial, LLC | 4,606 | $570.2K | 0.09% | −492−9.7% | Reduced |
| Simon Quick Advisors, LLC | 4,609 | $570.6K | 0.04% | +253+5.8% | Added |
| Kovack Advisors, Inc. | 4,614 | $571.3K | 0.06% | −9,028−66.2% | Reduced |
| Greenleaf Trust | 4,649 | $575.5K | 0.01% | +124+2.7% | Added |
| Checchi Capital Advisers, LLC | 4,651 | $575.8K | 0.05% | +259+5.9% | Added |
| San Luis Wealth Advisors LLC | 4,651 | $576.0K | 0.14% | +100+2.2% | Added |
| Clear Creek Financial Management, LLC | 4,663 | $577.3K | 0.07% | +262+6.0% | Added |
| Silverlake Wealth Management LLC | 4,672 | $578.4K | 0.24% | −19−0.4% | Reduced |
| Perkins Coie Trust Co | 4,697 | $581.5K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,700 | $581.9K | 0.58% | +4,700 | New |
| Birinyi Associates Inc | 4,712 | $583.3K | 0.17% | +7+0.1% | Added |
| Benjamin Edwards Inc | 4,738 | $587.0K | 0.11% | −104−2.1% | Reduced |
| Coordinated Financial Services, Inc. | 4,754 | $588.6K | 0.50% | −86−1.8% | Reduced |
| SageView Advisory Group, LLC | 4,764 | $589.8K | 0.03% | +290+6.5% | Added |
| Arcus Capital Partners, LLC | 4,783 | $592.1K | 0.23% | +33+0.7% | Added |
| Avestar Capital, LLC | 4,789 | $592.9K | 0.07% | +1,351+39.3% | Added |
| United Advisor Group, LLC | 4,796 | $593.7K | 0.18% | +2,314+93.2% | Added |
| Zacks Investment Management | 4,824 | $597.2K | 0.01% | −60−1.2% | Reduced |
| Univest Financial Corp | 4,826 | $597.5K | 0.17% | +1,138+30.9% | Added |
| MGB Wealth Management, LLC | 4,625 | $598.1K | 0.22% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,860 | $601.7K | 0.46% | +4,529+1,368.3% | Added |
| Ameliora Wealth Management Ltd. | 4,860 | $601.7K | 0.27% | −150−3.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,881 | $604.3K | 0.10% | +432+9.7% | Added |
| Geneos Wealth Management Inc. | 4,890 | $605.4K | 0.03% | −169−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,898 | $606.4K | 0.00% | −208,002−97.7% | Reduced |