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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 9,904 | $1.23M | 0.04% | +2,714+37.7% | Added |
| TD Private Client Wealth LLC | 9,863 | $1.22M | 0.04% | +679+7.4% | Added |
| Sandy Cove Advisors, LLC | 9,802 | $1.21M | 0.54% | +63+0.6% | Added |
| Ayrshire Capital Management LLC | 9,739 | $1.21M | 0.61% | +164+1.7% | Added |
| Virginia Wealth Management Group, Inc. | 9,677 | $1.20M | 0.98% | −97−1.0% | Reduced |
| Gratus Wealth Advisors, LLC | 8,625 | $1.20M | 0.21% | +241+2.9% | Added |
| LBMC Investment Advisors, LLC | 9,653 | $1.20M | 0.10% | +20.0% | Added |
| Vident Advisory, LLC | 9,629 | $1.19M | 0.03% | +467+5.1% | Added |
| Mayflower Financial Advisors, LLC | 9,629 | $1.19M | 0.20% | +1,267+15.2% | Added |
| RMR Wealth Builders | 9,538 | $1.18M | 0.14% | −1,745−15.5% | Reduced |
| Mattson Financial Services, LLC | 9,506 | $1.18M | 0.42% | +9,506 | New |
| Farther Finance Advisors, LLC | 9,578 | $1.17M | 0.06% | +2,415+33.7% | Added |
| Jefferies Financial Group Inc. | 9,449 | $1.17M | 0.02% | −11,600−55.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,410 | $1.16M | 0.02% | −100−1.1% | Reduced |
| Perfromance Wealth Partners, LLC | 9,331 | $1.16M | 0.04% | −112,914−92.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,305 | $1.15M | 0.29% | +9,305 | New |
| Ballentine Partners, LLC | 9,305 | $1.15M | 0.02% | −712−7.1% | Reduced |
| Meitav Dash Investments Ltd | 9,302 | $1.15M | 0.02% | +260+2.9% | Added |
| Samjo Management, LLC | 9,300 | $1.15M | 0.43% | +100+1.1% | Added |
| Everpar Advisors LLC | 9,298 | $1.15M | 0.58% | −139−1.5% | Reduced |
| Aspen Grove Capital, LLC | 9,280 | $1.15M | 0.27% | +40.0% | Added |
| Ritholtz Wealth Management | 9,270 | $1.15M | 0.04% | +201+2.2% | Added |
| Harmony Asset Management LLC | 9,248 | $1.14M | 0.48% | +600+6.9% | Added |
| Altus Wealth Group LLC | 9,231 | $1.14M | 0.57% | −301−3.2% | Reduced |
| First Pacific Financial | 9,225 | $1.14M | 0.29% | +285+3.2% | Added |
| Cornerstone National Bank & Trust Co | 9,126 | $1.13M | 0.55% | +591+6.9% | Added |
| RW Investment Management LLC | 9,100 | $1.13M | 0.15% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,092 | $1.13M | 0.10% | −127−1.4% | Reduced |
| IHT Wealth Management, LLC | 9,043 | $1.12M | 0.04% | −901−9.1% | Reduced |
| EPG Wealth Management LLC | 0 | $1.12M | 0.26% | −8,640−100.0% | Reduced |
| Investment Partners Asset Management, Inc. | 8,983 | $1.11M | 0.99% | −22−0.2% | Reduced |
| Baxter Bros Inc | 8,959 | $1.11M | 0.15% | +98+1.1% | Added |
| Tradition Wealth Management, LLC | 8,939 | $1.11M | 0.11% | −322−3.5% | Reduced |
| Kathmere Capital Management, LLC | 8,916 | $1.10M | 0.12% | +68+0.8% | Added |
| Buckingham Strategic Partners | 8,913 | $1.10M | 0.03% | −2,251−20.2% | Reduced |
| LMG Wealth Partners, LLC | 8,911 | $1.10M | 0.28% | +506+6.0% | Added |
| First Dallas Securities Inc. | 8,841 | $1.09M | 0.48% | −974−9.9% | Reduced |
| HBK Sorce Advisory LLC | 8,834 | $1.09M | 0.04% | +35+0.4% | Added |
| 17 Capital Partners, LLC | 8,831 | $1.09M | 0.78% | −3,140−26.2% | Reduced |
| Pictet North America Advisors SA | 8,800 | $1.09M | 0.12% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 8,772 | $1.09M | 0.18% | +8,772 | New |
| Bokf, NA | 8,764 | $1.08M | 0.02% | +940+12.0% | Added |
| Sabal Trust CO | 8,749 | $1.08M | 0.06% | −949−9.8% | Reduced |
| Advisor OS, LLC | 8,735 | $1.08M | 0.12% | −733−7.7% | Reduced |
| Pennsylvania Capital Management Inc | 8,697 | $1.08M | 0.41% | −10−0.1% | Reduced |
| MidWestOne Financial Group, Inc. | 8,694 | $1.08M | 0.19% | +494+6.0% | Added |
| Diversified Trust Co | 8,661 | $1.07M | 0.03% | −2,063−19.2% | Reduced |
| First National Trust Co | 8,635 | $1.07M | 0.04% | +10+0.1% | Added |
| Nicolet Bankshares Inc | 8,566 | $1.06M | 0.26% | −138−1.6% | Reduced |
| Level Four Advisory Services, LLC | 8,555 | $1.06M | 0.05% | −1,529−15.2% | Reduced |
| HRT Financial LP | 8,532 | $1.06M | 0.01% | −609,360−98.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.05M | 0.36% | 00.0% | Unchanged |
| Apexium Financial, LP | 8,505 | $1.05M | 0.08% | −24−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 8,425 | $1.04M | 0.38% | −368−4.2% | Reduced |
| Trust Asset Management LLC | 8,305 | $1.03M | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,291 | $1.03M | 0.09% | −2,586−23.8% | Reduced |
| Forum Financial Management, LP | 8,290 | $1.03M | 0.02% | +107+1.3% | Added |
| Simplex Trading, LLC | 8,277 | $1.02M | 0.03% | +8,277 | New |
| PBMares Wealth Management LLC | 8,253 | $1.02M | 0.25% | +250+3.1% | Added |
| Litman Gregory Asset Management LLC | 8,250 | $1.02M | 0.09% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 8,130 | $1.01M | 0.07% | +55+0.7% | Added |
| Apella Capital, LLC | 8,278 | $1.00M | 0.04% | −9−0.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 8,107 | $1.00M | 0.84% | −27−0.3% | Reduced |
| Union Savings Bank | 8,055 | $997.2K | 0.52% | −179−2.2% | Reduced |
| Hexagon Capital Partners LLC | 8,010 | $991.6K | 0.22% | +93+1.2% | Added |
| Seelaus Asset Management LLC | 8,004 | $990.8K | 1.01% | +10.0% | Added |
| Lowe Brockenbrough & Co Inc | 7,981 | $988.0K | 0.07% | 00.0% | Unchanged |
| Callan Capital, LLC | 7,968 | $986.4K | 0.08% | +1,386+21.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,959 | $985.3K | 0.03% | +386+5.1% | Added |
| Strategic Blueprint, LLC | 7,906 | $978.8K | 0.07% | −469−5.6% | Reduced |
| Azimuth Capital Investment Management LLC | 7,902 | $978.3K | 0.04% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 7,868 | $974.1K | 0.04% | +799+11.3% | Added |
| Ascent Group, LLC | 7,843 | $971.0K | 0.08% | +2,784+55.0% | Added |
| SRS Capital Advisors, Inc. | 7,780 | $963.2K | 0.09% | +207+2.7% | Added |
| Latash Investments, LLC | 7,774 | $962.4K | 0.78% | −1,000−11.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,764 | $961.2K | 0.03% | −1,387−15.2% | Reduced |
| Element Wealth, LLC | 7,728 | $956.8K | 0.54% | +813+11.8% | Added |
| Harbor Advisors LLC | 7,700 | $953.3K | 0.17% | 00.0% | Unchanged |
| Heirloom Wealth Management | 7,688 | $951.8K | 0.31% | +8+0.1% | Added |
| Bailard, Inc. | 7,685 | $951.4K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 7,683 | $951.0K | 0.82% | +354+4.8% | Added |
| Brown Miller Wealth Management, LLC | 7,641 | $946.1K | 0.39% | −14−0.2% | Reduced |
| Sage Rhino Capital LLC | 7,616 | $942.9K | 0.23% | +43+0.6% | Added |
| Harbour Investments, Inc. | 7,594 | $940.1K | 0.03% | +470+6.6% | Added |
| Ameritas Investment Partners, Inc. | 7,520 | $931.0K | 0.03% | −761−9.2% | Reduced |
| Voya Financial Advisors, Inc. | 7,476 | $927.9K | 0.10% | +72+1.0% | Added |
| Cigna Investments Inc | 7,488 | $927.0K | 0.17% | −51−0.7% | Reduced |
| Financial Counselors Inc | 7,461 | $923.7K | 0.01% | −85−1.1% | Reduced |
| RFG Advisory, LLC | 7,447 | $922.0K | 0.03% | −2,729−26.8% | Reduced |
| Sippican Capital Advisors | 7,414 | $917.9K | 0.73% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,402 | $916.4K | 0.34% | +51+0.7% | Added |
| LCNB Corp | 7,336 | $908.2K | 0.34% | +80+1.1% | Added |
| Mission Wealth Management, LP | 7,321 | $906.4K | 0.02% | +2,735+59.6% | Added |
| Deerfield Management Company, L.P. (Series C) | 7,312 | $905.2K | 0.02% | +7,312 | New |
| Close Asset Management Ltd | 7,302 | $904.0K | 0.03% | +369+5.3% | Added |
| Kensington Investment Counsel, LLC | 7,288 | $902.3K | 0.40% | +1,068+17.2% | Added |
| HGK Asset Management Inc | 7,283 | $901.6K | 0.17% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,283 | $901.6K | 0.04% | +3,442+89.6% | Added |
| Walker Asset Management, LLC | 7,247 | $897.2K | 0.60% | +49+0.7% | Added |
| Westwood Wealth Management | 7,175 | $888.3K | 0.35% | +7,175 | New |