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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2,725 | $337.0K | 0.04% | +142+5.5% | Added |
| Relyea Zuckerberg Hanson LLC | 2,719 | $336.6K | 0.06% | +18+0.7% | Added |
| Triumph Capital Management | 2,717 | $336.4K | 0.13% | +2+0.1% | Added |
| L2 Asset Management, LLC | 2,713 | $335.9K | 0.10% | +267+10.9% | Added |
| Anchor Investment Management, LLC | 2,710 | $335.5K | 0.03% | −85−3.0% | Reduced |
| Optimum Investment Advisors | 2,700 | $334.3K | 0.15% | −500−15.6% | Reduced |
| Advus Financial Partners, LLC | 2,697 | $333.9K | 0.15% | −603−18.3% | Reduced |
| BOS Asset Management, LLC | 2,678 | $331.5K | 0.15% | −111−4.0% | Reduced |
| Norden Group LLC | 2,665 | $329.9K | 0.07% | +238+9.8% | Added |
| Allstate Corp | 2,660 | $329.3K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,657 | $328.9K | 0.12% | −2−0.1% | Reduced |
| Knightsbridge Asset Management, LLC | 2,654 | $328.6K | 0.08% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 2,650 | $328.0K | 0.14% | +17+0.6% | Added |
| SOA Wealth Advisors, LLC. | 2,644 | $327.3K | 0.07% | +3+0.1% | Added |
| Wealth Alliance | 2,642 | $327.1K | 0.04% | +155+6.2% | Added |
| Patten & Patten Inc | 2,609 | $323.0K | 0.02% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 2,605 | $322.5K | 0.33% | +360+16.0% | Added |
| Creekmur Asset Management LLC | 2,600 | $321.9K | 0.08% | −10.0% | Reduced |
| Marino, Stram & Associates LLC | 2,596 | $321.3K | 0.08% | +2+0.1% | Added |
| Hardin Capital Partners, LLC | 2,552 | $315.9K | 0.21% | +2,552 | New |
| Journey Strategic Wealth LLC | 2,548 | $315.5K | 0.01% | +11+0.4% | Added |
| Investmark Advisory Group LLC | 2,548 | $315.4K | 0.17% | −16−0.6% | Reduced |
| CRA Financial Services, LLC | 2,543 | $314.8K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 2,541 | $314.6K | 0.01% | +113+4.7% | Added |
| Dorsey & Whitney Trust CO LLC | 2,538 | $314.2K | 0.02% | +474+23.0% | Added |
| Meridian Wealth Management, LLC | 2,537 | $314.1K | 0.04% | +2,537 | New |
| Ingalls & Snyder LLC | 2,536 | $314.0K | 0.01% | −419−14.2% | Reduced |
| SC&H Financial Advisors, Inc. | 2,532 | $313.4K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,527 | $313.0K | 0.00% | −48−1.9% | Reduced |
| Spirepoint Private Client, LLC | 2,525 | $312.6K | 0.04% | −164−6.1% | Reduced |
| IFP Advisors, Inc | 2,523 | $312.3K | 0.01% | −310−10.9% | Reduced |
| Trillium Asset Management, LLC | 2,516 | $311.0K | 0.01% | −485−16.2% | Reduced |
| Foguth Wealth Management, LLC. | 2,510 | $310.7K | 0.14% | +10+0.4% | Added |
| Federated Hermes, Inc. | 2,504 | $310.0K | 0.00% | −963−27.8% | Reduced |
| Signal Advisors Wealth, LLC | 2,500 | $309.5K | 0.68% | −119−4.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,500 | $309.5K | 0.19% | 00.0% | Unchanged |
| Port Capital LLC | 2,499 | $309.0K | 0.02% | +32+1.3% | Added |
| GYL Financial Synergies, LLC | 2,491 | $308.3K | 0.02% | +674+37.1% | Added |
| Roof Eidam & Maycock | 2,490 | $308.3K | 0.08% | +435+21.2% | Added |
| Secure Asset Management, LLC | 2,475 | $306.4K | 0.06% | −1,865−43.0% | Reduced |
| Proequities, Inc. | 2,473 | $306.2K | 0.02% | −203−7.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,462 | $304.8K | 0.02% | −639−20.6% | Reduced |
| New Century Financial Group, LLC | 2,459 | $304.4K | 0.13% | +923+60.1% | Added |
| Aspiriant, LLC | 2,443 | $302.4K | 0.01% | −210−7.9% | Reduced |
| Wills Financial Group, Inc. | 2,442 | $302.3K | 0.14% | +2,442 | New |
| Agf Management Ltd | 2,439 | $301.9K | 0.00% | +2,439 | New |
| YHB Investment Advisors, Inc. | 2,430 | $300.8K | 0.03% | +110+4.7% | Added |
| Tandem Wealth Advisors LLC | 2,426 | $300.3K | 0.16% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,425 | $300.2K | 0.08% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,425 | $300.2K | 0.15% | +2,425 | New |
| Callan Family Office, LLC | 2,417 | $299.2K | 0.06% | +2,417 | New |
| Marex Group plc | 2,411 | $298.5K | 0.01% | −656−21.4% | Reduced |
| Aprio Wealth Management, LLC | 2,411 | $298.5K | 0.05% | +24+1.0% | Added |
| Capital Asset Advisory Services LLC | 2,451 | $297.2K | 0.02% | −10−0.4% | Reduced |
| Terry L. Blaker | 2,400 | $297.1K | 0.01% | +2,400 | New |
| Two Sigma Advisers, LP | 2,400 | $297.1K | 0.00% | +2,400 | New |
| Versant Capital Management, Inc | 2,398 | $296.9K | 0.08% | −13−0.5% | Reduced |
| Nilsine Partners, LLC | 2,397 | $296.7K | 0.04% | +95+4.1% | Added |
| Altfest L J & Co Inc | 2,386 | $295.0K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,312 | $295.0K | 0.04% | −388−14.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $294.6K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,379 | $294.5K | 0.14% | +2,379 | New |
| JNBA Financial Advisors | 2,359 | $292.0K | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,355 | $291.5K | 0.08% | +140+6.3% | Added |
| Evermay Wealth Management LLC | 2,354 | $291.4K | 0.05% | −296−11.2% | Reduced |
| Integral Investment Advisors, Inc. | 2,334 | $289.7K | 0.11% | +675+40.7% | Added |
| Monograph Wealth Advisors, LLC | 2,335 | $289.0K | 0.04% | −3,000−56.2% | Reduced |
| Gagnon Securities LLC | 2,331 | $288.6K | 0.06% | −80−3.3% | Reduced |
| FinTrust Capital Advisors, LLC | 2,329 | $288.3K | 0.05% | +109+4.9% | Added |
| BKD Wealth Advisors, LLC | 2,318 | $287.0K | 0.01% | −100−4.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,307 | $286.0K | 0.03% | +2,307 | New |
| Massmutual Trust Co FSB | 2,302 | $285.0K | 0.01% | +371+19.2% | Added |
| VeraBank, N.A. | 2,281 | $282.4K | 0.09% | −33−1.4% | Reduced |
| Bristlecone Advisors, LLC | 2,275 | $281.6K | 0.02% | −35−1.5% | Reduced |
| GeoWealth Management, LLC | 2,274 | $281.5K | 0.01% | −51−2.2% | Reduced |
| Renasant Bank | 2,273 | $281.4K | 0.19% | −4−0.2% | Reduced |
| Vista Capital Partners, Inc. | 2,270 | $281.0K | 0.03% | −8−0.4% | Reduced |
| Carl P. Sherr & Co., LLC | 2,250 | $278.6K | 0.16% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 2,238 | $277.1K | 1.57% | −110−4.7% | Reduced |
| Empower Advisory Group, LLC | 2,231 | $276.2K | 0.00% | +409+22.4% | Added |
| Legacy Private Trust Co. | 2,230 | $276.1K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,229 | $275.9K | 0.01% | −897−28.7% | Reduced |
| Gray Wealth Management Inc. | 2,223 | $275.2K | 0.12% | +10.0% | Added |
| Clearwater Capital Advisors, LLC | 2,211 | $273.7K | 0.03% | +10.0% | Added |
| Certified Advisory Corp | 2,207 | $273.3K | 0.03% | +152+7.4% | Added |
| Nadler Financial Group, Inc. | 2,205 | $273.0K | 0.03% | +205+10.3% | Added |
| Astoria Portfolio Advisors LLC. | 2,204 | $272.9K | 0.10% | +13+0.6% | Added |
| WMS Partners, LLC | 2,202 | $272.6K | 0.02% | +111+5.3% | Added |
| Essex LLC | 2,193 | $271.5K | 0.06% | −413−15.8% | Reduced |
| Smith Anglin Financial, LLC | 2,189 | $271.0K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital Corp | 2,187 | $270.8K | 0.12% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 2,186 | $270.6K | 0.06% | −1,354−38.2% | Reduced |
| Trust Co of Vermont | 2,173 | $269.0K | 0.01% | +298+15.9% | Added |
| Meritage Group LP | 2,173 | $269.0K | 0.01% | +2,173 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,167 | $268.3K | 0.03% | +229+11.8% | Added |
| Truvestments Capital LLC | 2,163 | $267.8K | 0.11% | +9+0.4% | Added |
| Moss Adams Wealth Advisors LLC | 2,161 | $267.5K | 0.04% | +388+21.9% | Added |
| Aire Advisors, LLC | 2,158 | $267.3K | 0.06% | −9−0.4% | Reduced |
| Associated Banc-Corp | 2,159 | $267.3K | 0.01% | +64+3.1% | Added |
| Vaughan David Investments LLC | 2,154 | $267.0K | 0.01% | −1,573−42.2% | Reduced |