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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 6,158 | $762.4K | 0.04% | +250+4.2% | Added |
| LM Advisors LLC | 6,162 | $763.0K | 0.00% | −1,309−17.5% | Reduced |
| Advisory Research Inc | 6,167 | $763.5K | 0.14% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6,202 | $767.8K | 0.00% | +32+0.5% | Added |
| Wedmont Private Capital | 5,947 | $769.1K | 0.05% | +356+6.4% | Added |
| Gilliland Jeter Wealth Management LLC | 6,212 | $769.1K | 0.26% | +20.0% | Added |
| Brookstone Capital Management | 5,750 | $775.4K | 0.01% | −2,582−31.0% | Reduced |
| Boltwood Capital Management | 6,276 | $777.0K | 0.24% | +103+1.7% | Added |
| Jmac Enterprises LLC | 6,300 | $779.9K | 0.14% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,786 | $780.3K | 0.03% | −10.0% | Reduced |
| Sax Wealth Advisors, LLC | 6,306 | $780.7K | 0.07% | +358+6.0% | Added |
| Leo Wealth, LLC | 6,340 | $780.7K | 0.08% | +274+4.5% | Added |
| Financial Advocates Investment Management | 6,309 | $781.1K | 0.05% | −1,510−19.3% | Reduced |
| Coldstream Capital Management Inc | 6,316 | $781.9K | 0.02% | −354−5.3% | Reduced |
| Cullen Investment Group, Ltd. | 6,318 | $782.2K | 0.12% | +25+0.4% | Added |
| Ronald Blue Trust, Inc. | 5,958 | $782.7K | 0.01% | +5,383+936.2% | Added |
| Purus Wealth Management, LLC | 6,330 | $783.6K | 0.35% | +49+0.8% | Added |
| Northwest Bank & Trust Co | 6,340 | $784.8K | 0.66% | −340−5.1% | Reduced |
| JFS Wealth Advisors, LLC | 6,353 | $786.5K | 0.06% | −2,763−30.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,356 | $786.9K | 0.18% | +8+0.1% | Added |
| Hunting Hill Global Capital, LLC | 6,358 | $787.1K | 0.39% | 00.0% | Unchanged |
| Aviso Wealth Management | 6,398 | $792.0K | 0.47% | 00.0% | Unchanged |
| LRI Investments, LLC | 6,468 | $800.8K | 0.09% | +1,655+34.4% | Added |
| Inscription Capital, LLC | 6,488 | $803.2K | 0.13% | +142+2.2% | Added |
| Illinois Municipal Retirement Fund | 6,527 | $808.0K | 0.01% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,530 | $808.4K | 0.18% | +1,250+23.7% | Added |
| Powell Investment Advisors, LLC | 6,544 | $810.1K | 0.42% | +1,024+18.6% | Added |
| Prentice Wealth Management LLC | 6,545 | $810.3K | 0.26% | −131−2.0% | Reduced |
| Sweeney & Michel, LLC | 6,695 | $811.9K | 0.35% | −11−0.2% | Reduced |
| NTV Asset Management LLC | 6,640 | $822.0K | 0.12% | +27+0.4% | Added |
| Community Financial Services Group, LLC | 6,665 | $825.1K | 0.18% | −152−2.2% | Reduced |
| Haverford Trust Co | 6,666 | $825.3K | 0.01% | −34−0.5% | Reduced |
| Forte Capital LLC | 6,671 | $825.9K | 0.10% | −111−1.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,672 | $826.0K | 0.53% | +84+1.3% | Added |
| Sunbelt Securities, Inc. | 6,673 | $826.1K | 0.08% | +214+3.3% | Added |
| Newman Dignan & Sheerar, Inc. | 6,687 | $827.9K | 0.21% | −1,102−14.1% | Reduced |
| Sage Mountain Advisors LLC | 6,701 | $829.6K | 0.08% | −2,843−29.8% | Reduced |
| Annex Advisory Services, LLC | 6,733 | $833.6K | 0.03% | −22,194−76.7% | Reduced |
| Green Harvest Asset Management LLC | 6,741 | $834.5K | 0.02% | +6,741 | New |
| Executive Wealth Management, LLC | 6,742 | $834.6K | 0.15% | +765+12.8% | Added |
| M&R Capital Management Inc | 6,777 | $839.0K | 0.20% | −820−10.8% | Reduced |
| Schmidt P J Investment Management Inc | 6,822 | $844.5K | 0.15% | +45+0.7% | Added |
| OMC Financial Services LTD | 6,929 | $858.0K | 0.40% | +3,611+108.8% | Added |
| Jeppson Wealth Management, LLC | 6,943 | $859.5K | 0.33% | −135−1.9% | Reduced |
| Herold Advisors, Inc. | 6,958 | $861.4K | 0.20% | +6+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 6,967 | $862.5K | 0.09% | +112+1.6% | Added |
| Congress Wealth Management LLC | 6,972 | $863.3K | 0.01% | −20,418−74.5% | Reduced |
| Cladis Investment Advisory, LLC | 7,000 | $866.6K | 0.63% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,024 | $869.6K | 0.00% | −7,824−52.7% | Reduced |
| Wolverine Trading, LLC | 7,025 | $869.7K | 0.01% | −21,831−75.7% | Reduced |
| NBT Bank N A | 7,035 | $870.9K | 0.06% | +147+2.1% | Added |
| Element Pointe Advisors, LLC | 7,041 | $871.7K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 7,074 | $875.8K | 0.29% | +18+0.3% | Added |
| Lokken Investment Group LLC | 7,081 | $876.7K | 0.41% | +30.0% | Added |
| Empire Financial Management Company, LLC | 7,087 | $877.5K | 0.29% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 7,098 | $878.7K | 0.05% | −115−1.6% | Reduced |
| Linscomb & Williams, Inc. | 7,098 | $878.7K | 0.05% | +103+1.5% | Added |
| HHM Wealth Advisors, LLC | 7,103 | $879.4K | 0.13% | +5,800+445.1% | Added |
| Aptus Capital Advisors, LLC | 7,104 | $879.5K | 0.02% | +619+9.5% | Added |
| DF Dent & Co Inc | 7,112 | $880.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7,118 | $881.2K | 0.08% | +1,067+17.6% | Added |
| Excalibur Management Corp | 7,131 | $882.8K | 0.36% | +49+0.7% | Added |
| Ransom Advisory, Ltd | 7,137 | $883.6K | 0.44% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,148 | $884.9K | 0.46% | −150−2.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 7,160 | $887.0K | 0.06% | 00.0% | Unchanged |
| Westwood Wealth Management | 7,175 | $888.3K | 0.35% | +7,175 | New |
| Walker Asset Management, LLC | 7,247 | $897.2K | 0.60% | +49+0.7% | Added |
| Summit Financial, LLC | 7,283 | $901.6K | 0.04% | +3,442+89.6% | Added |
| HGK Asset Management Inc | 7,283 | $901.6K | 0.17% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 7,288 | $902.3K | 0.40% | +1,068+17.2% | Added |
| Close Asset Management Ltd | 7,302 | $904.0K | 0.03% | +369+5.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 7,312 | $905.2K | 0.02% | +7,312 | New |
| Mission Wealth Management, LP | 7,321 | $906.4K | 0.02% | +2,735+59.6% | Added |
| LCNB Corp | 7,336 | $908.2K | 0.34% | +80+1.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,402 | $916.4K | 0.34% | +51+0.7% | Added |
| Sippican Capital Advisors | 7,414 | $917.9K | 0.73% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,447 | $922.0K | 0.03% | −2,729−26.8% | Reduced |
| Financial Counselors Inc | 7,461 | $923.7K | 0.01% | −85−1.1% | Reduced |
| Cigna Investments Inc | 7,488 | $927.0K | 0.17% | −51−0.7% | Reduced |
| Voya Financial Advisors, Inc. | 7,476 | $927.9K | 0.10% | +72+1.0% | Added |
| Ameritas Investment Partners, Inc. | 7,520 | $931.0K | 0.03% | −761−9.2% | Reduced |
| Harbour Investments, Inc. | 7,594 | $940.1K | 0.03% | +470+6.6% | Added |
| Sage Rhino Capital LLC | 7,616 | $942.9K | 0.23% | +43+0.6% | Added |
| Brown Miller Wealth Management, LLC | 7,641 | $946.1K | 0.39% | −14−0.2% | Reduced |
| Old North State Trust, LLC | 7,683 | $951.0K | 0.82% | +354+4.8% | Added |
| Bailard, Inc. | 7,685 | $951.4K | 0.03% | 00.0% | Unchanged |
| Heirloom Wealth Management | 7,688 | $951.8K | 0.31% | +8+0.1% | Added |
| Harbor Advisors LLC | 7,700 | $953.3K | 0.17% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,728 | $956.8K | 0.54% | +813+11.8% | Added |
| Dynamic Advisor Solutions LLC | 7,764 | $961.2K | 0.03% | −1,387−15.2% | Reduced |
| Latash Investments, LLC | 7,774 | $962.4K | 0.78% | −1,000−11.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,780 | $963.2K | 0.09% | +207+2.7% | Added |
| Ascent Group, LLC | 7,843 | $971.0K | 0.08% | +2,784+55.0% | Added |
| La Banque Postale Asset Management SA | 7,868 | $974.1K | 0.04% | +799+11.3% | Added |
| Azimuth Capital Investment Management LLC | 7,902 | $978.3K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,906 | $978.8K | 0.07% | −469−5.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,959 | $985.3K | 0.03% | +386+5.1% | Added |
| Callan Capital, LLC | 7,968 | $986.4K | 0.08% | +1,386+21.1% | Added |
| Lowe Brockenbrough & Co Inc | 7,981 | $988.0K | 0.07% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 8,004 | $990.8K | 1.01% | +10.0% | Added |