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 |
|---|---|---|---|---|---|
| Avory & Company, LLC | 4,407 | $545.6K | 0.38% | +7+0.2% | Added |
| HCR Wealth Advisors | 4,399 | $544.7K | 0.08% | +477+12.2% | Added |
| Westover Capital Advisors, LLC | 4,391 | $543.6K | 0.14% | +4,391 | New |
| Wimmer Associates 1, LLC | 4,343 | $537.7K | 0.28% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 4,149 | $536.5K | 0.36% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,325 | $535.4K | 0.06% | +745+20.8% | Added |
| Trajan Wealth LLC | 4,316 | $534.3K | 0.03% | −326−7.0% | Reduced |
| WNY Asset Management, LLC | 4,305 | $533.0K | 0.07% | −795−15.6% | Reduced |
| Chemistry Wealth Management LLC | 4,286 | $530.6K | 0.14% | +30+0.7% | Added |
| First Hawaiian Bank | 4,277 | $529.5K | 0.02% | −2,568−37.5% | Reduced |
| Cora Capital Advisors LLC | 4,264 | $527.9K | 0.27% | −25−0.6% | Reduced |
| CAPROCK Group, Inc. | 4,260 | $527.5K | 0.02% | −1,059−19.9% | Reduced |
| Financial Partners Group, Inc | 4,239 | $524.7K | 0.08% | −660−13.5% | Reduced |
| Soltis Investment Advisors LLC | 4,234 | $524.1K | 0.06% | +12+0.3% | Added |
| RMB Capital Management, LLC | 4,225 | $523.0K | 0.01% | −3,837−47.6% | Reduced |
| First American Trust, FSB | 4,222 | $522.7K | 0.05% | +176+4.3% | Added |
| Bienville Capital Management, LLC | 4,202 | $520.2K | 0.12% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,198 | $519.7K | 0.18% | +16+0.4% | Added |
| Morningstar Investment Services LLC | 4,158 | $516.0K | 0.01% | +412+11.0% | Added |
| Paragon Private Wealth Management, LLC | 4,168 | $516.0K | 0.29% | −112−2.6% | Reduced |
| Sweet Financial Partners, LLC | 4,156 | $514.5K | 0.12% | +10.0% | Added |
| Morton Capital Management LLC | 4,145 | $513.2K | 0.12% | −80−1.9% | Reduced |
| Logan Capital Management Inc | 4,125 | $510.7K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,109 | $508.7K | 0.10% | −375−8.4% | Reduced |
| Moloney Securities Asset Management, LLC | 4,082 | $505.4K | 0.07% | −496−10.8% | Reduced |
| Fundamentun, LLC | 4,052 | $501.7K | 0.04% | +150+3.8% | Added |
| Spinnaker Investment Group, LLC | 4,047 | $501.0K | 0.14% | −124−3.0% | Reduced |
| Partners Capital Investment Group, LLP | 4,036 | $499.7K | 0.01% | +4,036 | New |
| Tandem Investment Advisors, Inc. | 4,020 | $498.0K | 0.02% | +100+2.6% | Added |
| Regatta Capital Group, LLC | 4,001 | $495.4K | 0.11% | +26+0.7% | Added |
| Colonial River Wealth Management, LLC | 3,993 | $494.3K | 0.27% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,985 | $493.3K | 0.28% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 3,979 | $492.6K | 0.05% | +635+19.0% | Added |
| KPP Advisory Services LLC | 3,978 | $492.5K | 0.13% | −2,905−42.2% | Reduced |
| Crewe Advisors LLC | 3,945 | $488.4K | 0.05% | −2,219−36.0% | Reduced |
| O'Dell Group, LLC | 3,715 | $488.1K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,921 | $485.4K | 0.08% | +71+1.8% | Added |
| Covey Capital Advisors, LLC | 3,920 | $485.3K | 0.56% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,637 | $483.9K | 0.26% | 00.0% | Unchanged |
| Activest Wealth Management | 3,894 | $482.1K | 0.16% | +3,866+13,807.1% | Added |
| Family Management Corp | 3,894 | $482.1K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,889 | $481.4K | 0.02% | +193+5.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,875 | $479.7K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 3,874 | $479.6K | 0.05% | −953−19.7% | Reduced |
| Round Rock Advisors, LLC | 3,870 | $479.2K | 0.12% | +158+4.3% | Added |
| Guinness Asset Management LTD | 3,860 | $477.9K | 0.01% | −323−7.7% | Reduced |
| Wagner Wealth Management, LLC | 3,859 | $477.7K | 0.14% | −121−3.0% | Reduced |
| Flputnam Investment Management Co | 3,844 | $475.9K | 0.01% | +205+5.6% | Added |
| Townsend Asset Management Corp | 3,815 | $472.4K | 0.18% | +3+0.1% | Added |
| Whalen Wealth Management Inc. | 3,811 | $471.8K | 0.37% | −1,575−29.2% | Reduced |
| Fiduciary Family Office, LLC | 3,810 | $471.7K | 0.19% | −132−3.3% | Reduced |
| Commerzbank Aktiengesellschaft | 3,799 | $471.0K | 0.02% | +203+5.6% | Added |
| Onyx Bridge Wealth Group LLC | 3,802 | $470.7K | 0.08% | −49−1.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,801 | $470.6K | 0.12% | −4−0.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $470.4K | 0.06% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,780 | $468.0K | 0.16% | +137+3.8% | Added |
| Keel Point, LLC | 3,500 | $466.7K | 0.04% | +302+9.4% | Added |
| Manchester Capital Management LLC | 3,765 | $466.1K | 0.06% | −626−14.3% | Reduced |
| Plotkin Financial Advisors, LLC | 3,759 | $465.4K | 0.30% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,757 | $465.2K | 0.12% | +1,133+43.2% | Added |
| Valmark Advisers, Inc. | 3,756 | $464.9K | 0.01% | +29+0.8% | Added |
| LWM Advisory Services, LLC | 3,726 | $461.3K | 0.39% | −47−1.2% | Reduced |
| Cornerstone Advisory, LLC | 3,724 | $461.0K | 0.06% | −952−20.4% | Reduced |
| SlateStone Wealth, LLC | 3,711 | $459.0K | 0.05% | −70−1.9% | Reduced |
| Redwood Financial Network Corp | 3,686 | $456.3K | 0.38% | −24−0.6% | Reduced |
| Oxford Asset Management LLP | 3,672 | $454.6K | 0.45% | +3,672 | New |
| Robertson Stephens Wealth Management, LLC | 3,657 | $452.7K | 0.02% | −213−5.5% | Reduced |
| Eagle Global Advisors LLC | 3,643 | $451.0K | 0.02% | +5+0.1% | Added |
| Carmel Capital Partners, LLC | 3,624 | $448.7K | 0.19% | −2,332−39.2% | Reduced |
| Bigelow Investment Advisors, LLC | 3,621 | $448.3K | 0.21% | −11−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 3,620 | $448.2K | 0.07% | +1,060+41.4% | Added |
| First Heartland Consultants, Inc. | 3,620 | $448.0K | 0.04% | −411−10.2% | Reduced |
| Valued Retirements, Inc. | 3,611 | $447.0K | 0.68% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 3,609 | $446.9K | 0.15% | +3+0.1% | Added |
| Presidio Capital Management, LLC | 3,601 | $445.8K | 0.31% | +3,601 | New |
| Atlas Capital Advisors LLC | 3,600 | $445.7K | 0.06% | −11,199−75.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,600 | $445.7K | 0.00% | −5,000−58.1% | Reduced |
| Laffer Tengler Investments | 3,600 | $445.7K | 0.10% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 3,587 | $444.1K | 0.01% | −740−17.1% | Reduced |
| Moody Aldrich Partners LLC | 3,568 | $441.7K | 0.09% | −27−0.8% | Reduced |
| Great Lakes Advisors, LLC | 3,563 | $441.1K | 0.00% | +637+21.8% | Added |
| IVC Wealth Advisors LLC | 3,550 | $439.5K | 0.25% | +113+3.3% | Added |
| Select Asset Management & Trust | 3,550 | $439.0K | 0.18% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,545 | $438.9K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,536 | $437.8K | 0.12% | +12+0.3% | Added |
| Fort Point Capital Partners LLC | 3,528 | $436.8K | 0.06% | +92+2.7% | Added |
| Garden State Investment Advisory Services LLC | 3,510 | $434.7K | 0.15% | +32+0.9% | Added |
| Merrion Investment Management Co, LLC | 3,500 | $433.3K | 0.30% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,499 | $433.2K | 0.02% | −15−0.4% | Reduced |
| Eagle Wealth Strategies LLC | 3,490 | $432.0K | 0.35% | +3+0.1% | Added |
| Personal Cfo Solutions, LLC | 3,477 | $430.5K | 0.07% | +529+17.9% | Added |
| Keystone Financial Group | 3,472 | $429.8K | 0.15% | −57−1.6% | Reduced |
| Conning Inc. | 3,471 | $429.7K | 0.02% | +826+31.2% | Added |
| American Assets Investment Management, LLC | 3,455 | $427.7K | 0.04% | 00.0% | Unchanged |
| Burney Co | 3,448 | $426.8K | 0.02% | −479−12.2% | Reduced |
| Sigma Investment Counselors Inc | 3,428 | $424.4K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,428 | $424.4K | 0.11% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,425 | $424.0K | 0.18% | −4−0.1% | Reduced |