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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 7,160 | $887.0K | 0.06% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,148 | $884.9K | 0.46% | −150−2.1% | Reduced |
| Ransom Advisory, Ltd | 7,137 | $883.6K | 0.44% | 00.0% | Unchanged |
| Excalibur Management Corp | 7,131 | $882.8K | 0.36% | +49+0.7% | Added |
| AdvisorNet Financial, Inc | 7,118 | $881.2K | 0.08% | +1,067+17.6% | Added |
| DF Dent & Co Inc | 7,112 | $880.5K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,104 | $879.5K | 0.02% | +619+9.5% | Added |
| HHM Wealth Advisors, LLC | 7,103 | $879.4K | 0.13% | +5,800+445.1% | Added |
| Linscomb & Williams, Inc. | 7,098 | $878.7K | 0.05% | +103+1.5% | Added |
| Highland Capital Management, LLC | 7,098 | $878.7K | 0.05% | −115−1.6% | Reduced |
| Empire Financial Management Company, LLC | 7,087 | $877.5K | 0.29% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 7,081 | $876.7K | 0.41% | +30.0% | Added |
| WealthTrust Axiom LLC | 7,074 | $875.8K | 0.29% | +18+0.3% | Added |
| Element Pointe Advisors, LLC | 7,041 | $871.7K | 0.22% | 00.0% | Unchanged |
| NBT Bank N A | 7,035 | $870.9K | 0.06% | +147+2.1% | Added |
| Wolverine Trading, LLC | 7,025 | $869.7K | 0.01% | −21,831−75.7% | Reduced |
| Panagora Asset Management Inc | 7,024 | $869.6K | 0.00% | −7,824−52.7% | Reduced |
| Cladis Investment Advisory, LLC | 7,000 | $866.6K | 0.63% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,972 | $863.3K | 0.01% | −20,418−74.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,967 | $862.5K | 0.09% | +112+1.6% | Added |
| Herold Advisors, Inc. | 6,958 | $861.4K | 0.20% | +6+0.1% | Added |
| Jeppson Wealth Management, LLC | 6,943 | $859.5K | 0.33% | −135−1.9% | Reduced |
| OMC Financial Services LTD | 6,929 | $858.0K | 0.40% | +3,611+108.8% | Added |
| Schmidt P J Investment Management Inc | 6,822 | $844.5K | 0.15% | +45+0.7% | Added |
| M&R Capital Management Inc | 6,777 | $839.0K | 0.20% | −820−10.8% | Reduced |
| Executive Wealth Management, LLC | 6,742 | $834.6K | 0.15% | +765+12.8% | Added |
| Green Harvest Asset Management LLC | 6,741 | $834.5K | 0.02% | +6,741 | New |
| Annex Advisory Services, LLC | 6,733 | $833.6K | 0.03% | −22,194−76.7% | Reduced |
| Sage Mountain Advisors LLC | 6,701 | $829.6K | 0.08% | −2,843−29.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,687 | $827.9K | 0.21% | −1,102−14.1% | Reduced |
| Sunbelt Securities, Inc. | 6,673 | $826.1K | 0.08% | +214+3.3% | Added |
| Beaumont Asset Management, L.L.C. | 6,672 | $826.0K | 0.53% | +84+1.3% | Added |
| Forte Capital LLC | 6,671 | $825.9K | 0.10% | −111−1.6% | Reduced |
| Haverford Trust Co | 6,666 | $825.3K | 0.01% | −34−0.5% | Reduced |
| Community Financial Services Group, LLC | 6,665 | $825.1K | 0.18% | −152−2.2% | Reduced |
| NTV Asset Management LLC | 6,640 | $822.0K | 0.12% | +27+0.4% | Added |
| Sweeney & Michel, LLC | 6,695 | $811.9K | 0.35% | −11−0.2% | Reduced |
| Prentice Wealth Management LLC | 6,545 | $810.3K | 0.26% | −131−2.0% | Reduced |
| Powell Investment Advisors, LLC | 6,544 | $810.1K | 0.42% | +1,024+18.6% | Added |
| Curbstone Financial Management Corp | 6,530 | $808.4K | 0.18% | +1,250+23.7% | Added |
| Illinois Municipal Retirement Fund | 6,527 | $808.0K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,488 | $803.2K | 0.13% | +142+2.2% | Added |
| LRI Investments, LLC | 6,468 | $800.8K | 0.09% | +1,655+34.4% | Added |
| Aviso Wealth Management | 6,398 | $792.0K | 0.47% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 6,358 | $787.1K | 0.39% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 6,356 | $786.9K | 0.18% | +8+0.1% | Added |
| JFS Wealth Advisors, LLC | 6,353 | $786.5K | 0.06% | −2,763−30.3% | Reduced |
| Northwest Bank & Trust Co | 6,340 | $784.8K | 0.66% | −340−5.1% | Reduced |
| Purus Wealth Management, LLC | 6,330 | $783.6K | 0.35% | +49+0.8% | Added |
| Ronald Blue Trust, Inc. | 5,958 | $782.7K | 0.01% | +5,383+936.2% | Added |
| Cullen Investment Group, Ltd. | 6,318 | $782.2K | 0.12% | +25+0.4% | Added |
| Coldstream Capital Management Inc | 6,316 | $781.9K | 0.02% | −354−5.3% | Reduced |
| Financial Advocates Investment Management | 6,309 | $781.1K | 0.05% | −1,510−19.3% | Reduced |
| Leo Wealth, LLC | 6,340 | $780.7K | 0.08% | +274+4.5% | Added |
| Sax Wealth Advisors, LLC | 6,306 | $780.7K | 0.07% | +358+6.0% | Added |
| Focus Financial Network, Inc. | 5,786 | $780.3K | 0.03% | −10.0% | Reduced |
| Jmac Enterprises LLC | 6,300 | $779.9K | 0.14% | 00.0% | Unchanged |
| Boltwood Capital Management | 6,276 | $777.0K | 0.24% | +103+1.7% | Added |
| Brookstone Capital Management | 5,750 | $775.4K | 0.01% | −2,582−31.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,212 | $769.1K | 0.26% | +20.0% | Added |
| Wedmont Private Capital | 5,947 | $769.1K | 0.05% | +356+6.4% | Added |
| Westwood Holdings Group Inc. | 6,202 | $767.8K | 0.00% | +32+0.5% | Added |
| Advisory Research Inc | 6,167 | $763.5K | 0.14% | 00.0% | Unchanged |
| LM Advisors LLC | 6,162 | $763.0K | 0.00% | −1,309−17.5% | Reduced |
| Csenge Advisory Group | 6,158 | $762.4K | 0.04% | +250+4.2% | Added |
| Per Stirling Capital Management, LLC. | 6,152 | $761.6K | 0.12% | +12+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,124 | $758.2K | 0.18% | +48+0.8% | Added |
| Brighton Jones LLC | 6,079 | $752.6K | 0.02% | +229+3.9% | Added |
| Gladstone Institutional Advisory LLC | 6,065 | $750.8K | 0.04% | +420+7.4% | Added |
| Hodges Capital Management Inc. | 6,025 | $745.9K | 0.05% | −1,850−23.5% | Reduced |
| Cullen Capital Management LLC | 6,005 | $743.4K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,003 | $743.2K | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 6,000 | $743.0K | 0.20% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $742.8K | 0.23% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 6,000 | $742.8K | 0.06% | 00.0% | Unchanged |
| Sciencast Management LP | 5,996 | $742.3K | 0.26% | +5,996 | New |
| Virtue Capital Management, LLC | 5,150 | $742.0K | 0.13% | −1,386−21.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,976 | $739.8K | 0.06% | +5,976 | New |
| Ausdal Financial Partners, Inc. | 5,958 | $737.7K | 0.08% | +75+1.3% | Added |
| Bank Hapoalim BM | 5,943 | $736.0K | 0.10% | −2,475−29.4% | Reduced |
| Ellevest, Inc. | 5,886 | $728.7K | 0.04% | +524+9.8% | Added |
| BluePath Capital Management, LLC | 5,877 | $727.6K | 0.52% | +856+17.0% | Added |
| Change Path, LLC | 5,866 | $726.0K | 0.04% | +209+3.7% | Added |
| Octavia Wealth Advisors, LLC | 5,864 | $725.9K | 0.10% | +464+8.6% | Added |
| Tyche Wealth Partners LLC | 5,854 | $724.7K | 0.18% | +3+0.1% | Added |
| M3 Advisory Group, LLC | 5,853 | $724.6K | 0.60% | +1,667+39.8% | Added |
| Van Cleef Asset Management,Inc | 5,850 | $724.2K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 5,844 | $723.5K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,831 | $721.8K | 0.11% | −219−3.6% | Reduced |
| Prosperity Consulting Group, LLC | 5,823 | $720.9K | 0.10% | −2,441−29.5% | Reduced |
| Brown Financial Advisors | 5,814 | $719.8K | 0.32% | +5,814 | New |
| Claro Advisors LLC | 5,804 | $718.5K | 0.11% | −71−1.2% | Reduced |
| OMNI 360 Wealth, Inc. | 5,803 | $718.4K | 0.55% | +120+2.1% | Added |
| Busey Wealth Management | 5,765 | $713.7K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,760 | $713.1K | 0.14% | +12+0.2% | Added |
| Franklin Street Advisors Inc | 5,754 | $712.0K | 0.05% | +814+16.5% | Added |
| Riverview Capital Advisers, LLC | 5,745 | $711.2K | 0.24% | 00.0% | Unchanged |
| Next Capital Management LLC | 5,730 | $709.4K | 0.30% | −162−2.7% | Reduced |
| Southland Equity Partners LLC | 5,728 | $709.2K | 0.20% | −1,620−22.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,724 | $708.8K | 0.33% | +10.0% | Added |