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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 3,419 | $423.3K | 0.06% | +1,333+63.9% | Added |
| Richard C. Young & CO., LTD. | 3,404 | $421.5K | 0.05% | +3,404 | New |
| Regal Investment Advisors LLC | 3,396 | $420.4K | 0.03% | +252+8.0% | Added |
| Larson Financial Group LLC | 3,394 | $420.2K | 0.03% | +532+18.6% | Added |
| Glass Jacobson Investment Advisors llc | 3,393 | $420.1K | 0.15% | +14+0.4% | Added |
| Avantax Planning Partners, Inc. | 3,390 | $419.7K | 0.01% | −75−2.2% | Reduced |
| Mosley Wealth Management | 3,385 | $419.1K | 0.36% | −155−4.4% | Reduced |
| First Horizon Advisors, Inc. | 3,381 | $418.6K | 0.01% | +282+9.1% | Added |
| Westmount Partners, LLC | 3,410 | $416.8K | 0.14% | +98+3.0% | Added |
| Marshall Financial Group LLC | 3,350 | $414.7K | 0.12% | −3−0.1% | Reduced |
| Fragasso Group Inc. | 3,344 | $413.9K | 0.03% | +89+2.7% | Added |
| Janney Capital Management LLC | 3,335 | $413.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,336 | $413.0K | 0.01% | −988−22.8% | Reduced |
| Fiduciary Financial Group, LLC | 2,995 | $410.3K | 0.10% | +2,995 | New |
| IFG Advisory, LLC | 3,297 | $408.2K | 0.03% | +3,297 | New |
| Marest Capital, LLC | 3,286 | $406.8K | 0.36% | +23+0.7% | Added |
| Pallas Capital Advisors LLC | 2,980 | $406.5K | 0.02% | −184−5.8% | Reduced |
| Ramirez Asset Management, Inc. | 3,266 | $404.3K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,248 | $402.1K | 0.06% | +30+0.9% | Added |
| Westpac Banking Corp | 3,247 | $402.0K | 0.03% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,242 | $401.4K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 3,235 | $400.5K | 0.01% | −100−3.0% | Reduced |
| BLB&B Advisors, LLC | 3,233 | $400.2K | 0.02% | −75−2.3% | Reduced |
| Wesbanco Bank Inc | 3,222 | $398.9K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,269 | $396.5K | 0.20% | +124+3.9% | Added |
| BBR Partners, LLC | 3,199 | $396.0K | 0.03% | −2,045−39.0% | Reduced |
| Glen Eagle Advisors, LLC | 3,192 | $395.1K | 0.07% | +26+0.8% | Added |
| BTC Capital Management, Inc. | 3,180 | $393.7K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 3,175 | $393.1K | 0.03% | +115+3.8% | Added |
| Veracity Capital LLC | 3,171 | $392.6K | 0.16% | +19+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 3,170 | $392.5K | 0.01% | +1,622+104.8% | Added |
| Enterprise Financial Services Corp | 3,162 | $391.5K | 0.24% | −85−2.6% | Reduced |
| Fairfield, Bush & Co. | 3,161 | $391.3K | 0.23% | −460−12.7% | Reduced |
| Perennial Investment Advisors, LLC | 3,152 | $390.3K | 0.06% | +14+0.4% | Added |
| Iron Financial, LLC | 3,152 | $390.2K | 0.22% | +5+0.2% | Added |
| Courier Capital LLC | 3,150 | $390.0K | 0.03% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 3,146 | $389.5K | 0.07% | +150+5.0% | Added |
| Autumn Glory Partners, LLC | 3,145 | $389.4K | 0.20% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,144 | $389.3K | 0.13% | +10+0.3% | Added |
| South State Corp. | 3,142 | $389.0K | 0.03% | −138−4.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,835 | $388.5K | 0.03% | −80−2.7% | Reduced |
| Westshore Wealth, LLC | 3,130 | $387.5K | 0.16% | −19−0.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,128 | $387.2K | 0.11% | −9,799−75.8% | Reduced |
| Ambassador Advisors, LLC | 3,118 | $386.0K | 0.07% | −528−14.5% | Reduced |
| Hofer & Associates. Inc | 3,111 | $385.1K | 0.30% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,100 | $383.8K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,087 | $382.0K | 0.17% | −632−17.0% | Reduced |
| Cynosure Management, LLC | 3,073 | $380.4K | 0.06% | +594+24.0% | Added |
| Diversified Portfolios, Inc. | 3,050 | $377.6K | 0.05% | −950−23.8% | Reduced |
| Verum Partners LLC | 3,045 | $377.0K | 0.12% | +148+5.1% | Added |
| Gryphon Financial Partners LLC | 3,026 | $374.6K | 0.06% | −633−17.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,009 | $372.5K | 0.31% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,003 | $371.8K | 0.02% | −36−1.2% | Reduced |
| APCM Wealth Management for Individuals | 3,000 | $371.4K | 0.06% | −161−5.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,000 | $371.4K | 0.24% | 00.0% | Unchanged |
| LBJ Family Wealth Advisors, Ltd. | 2,996 | $371.0K | 0.23% | +2,996 | New |
| Harbour Capital Advisors, LLC | 3,025 | $369.7K | 0.09% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,983 | $369.3K | 0.21% | +2,983 | New |
| Oak Hill Wealth Advisors, LLC | 2,977 | $368.6K | 0.11% | +2,977 | New |
| Arthur M. Cohen & Associates, LLC | 2,970 | $367.7K | 0.07% | +125+4.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $366.7K | 0.20% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,950 | $365.2K | 0.04% | −325−9.9% | Reduced |
| CoreCap Advisors, LLC | 2,950 | $365.2K | 0.04% | −15,049−83.6% | Reduced |
| GSG Advisors LLC | 2,953 | $361.0K | 0.13% | −13−0.4% | Reduced |
| Redwood Wealth Management Group, LLC | 2,910 | $360.3K | 0.27% | +5+0.2% | Added |
| Poehling Capital Management, LLC | 2,900 | $359.0K | 0.10% | −640−18.1% | Reduced |
| Sterneck Capital Management, LLC | 2,900 | $359.0K | 0.20% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,900 | $359.0K | 0.08% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 2,900 | $359.0K | 0.24% | +400+16.0% | Added |
| Pacific Global Investment Management CO | 2,900 | $359.0K | 0.07% | −33−1.1% | Reduced |
| Rise Advisors, LLC | 2,899 | $358.9K | 0.19% | +268+10.2% | Added |
| Independence Bank of Kentucky | 2,894 | $358.3K | 0.09% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,893 | $358.2K | 0.20% | +853+41.8% | Added |
| RB Capital Management, LLC | 2,892 | $358.1K | 0.09% | +19+0.7% | Added |
| Venturi Wealth Management, LLC | 2,884 | $357.0K | 0.02% | +478+19.9% | Added |
| Wealth Alliance Advisory Group, LLC | 2,858 | $353.8K | 0.08% | −79−2.7% | Reduced |
| Schrum Private Wealth Management LLC | 2,849 | $352.7K | 0.32% | −29−1.0% | Reduced |
| Kennedy Investment Group | 2,834 | $350.9K | 0.18% | +17+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,831 | $350.5K | 0.13% | −588−17.2% | Reduced |
| Southeast Asset Advisors Inc. | 2,830 | $350.4K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,828 | $350.1K | 0.01% | +2,828 | New |
| Am Investment Strategies LLC | 2,827 | $350.0K | 0.09% | +10.0% | Added |
| Farmers & Merchants Investments Inc | 2,824 | $349.6K | 0.01% | +965+51.9% | Added |
| LVW Advisors, LLC | 2,788 | $345.2K | 0.05% | +936+50.5% | Added |
| Opal Wealth Advisors, LLC | 2,781 | $344.3K | 0.11% | −103−3.6% | Reduced |
| Advisory Alpha, LLC | 2,774 | $343.5K | 0.01% | +648+30.5% | Added |
| Brogan Financial, Inc. | 2,768 | $342.7K | 0.22% | −19−0.7% | Reduced |
| Corton Capital Inc. | 2,766 | $342.4K | 0.18% | +2,766 | New |
| Lantz Financial LLC | 2,762 | $341.9K | 0.11% | +290+11.7% | Added |
| Channel Wealth LLC | 2,762 | $341.9K | 0.12% | −320−10.4% | Reduced |
| First County Bank | 2,760 | $341.7K | 0.18% | +50+1.8% | Added |
| RNC Capital Management LLC | 2,758 | $341.4K | 0.02% | +2,758 | New |
| Northside Capital Management, LLC | 2,752 | $340.7K | 0.06% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,750 | $340.4K | 0.20% | 00.0% | Unchanged |
| Empirical Finance, LLC | 2,742 | $339.5K | 0.02% | −677−19.8% | Reduced |
| Pegasus Partners Ltd. | 2,731 | $338.1K | 0.03% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,732 | $338.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,729 | $337.8K | 0.06% | +76+2.9% | Added |
| Mattern Wealth Management LLC | 2,728 | $337.7K | 0.08% | −1,003−26.9% | Reduced |
| Tradewinds, LLC. | 2,723 | $337.1K | 0.10% | +16+0.6% | Added |