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 |
|---|---|---|---|---|---|
| City State Bank | 1,747 | $216.3K | 0.09% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,747 | $216.2K | 0.14% | +1,747 | New |
| Laidlaw Wealth Management LLC | 1,740 | $215.4K | 0.12% | −3,379−66.0% | Reduced |
| Catalina Capital Group, LLC | 1,738 | $215.1K | 0.08% | +1,738 | New |
| My Legacy Advisors, LLC | 1,731 | $214.3K | 0.07% | −45−2.5% | Reduced |
| Park Edge Advisors, LLC | 1,730 | $214.2K | 0.07% | +2+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,729 | $214.1K | 0.07% | 00.0% | Unchanged |
| Doheny Asset Management | 1,725 | $214.0K | 0.15% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,721 | $213.1K | 0.00% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,716 | $212.5K | 0.05% | +65+3.9% | Added |
| Mason & Associates Inc | 1,714 | $212.2K | 0.06% | +1,714 | New |
| Bouchey Financial Group Ltd | 1,720 | $212.0K | 0.02% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,712 | $211.9K | 0.00% | −118−6.4% | Reduced |
| Perissos Private Wealth Management, LLC | 1,700 | $210.5K | 0.19% | +11+0.7% | Added |
| First Bank & Trust | 1,699 | $210.3K | 0.04% | −43−2.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,698 | $210.2K | 0.05% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,700 | $210.0K | 0.02% | −118−6.5% | Reduced |
| Watershed Private Wealth LLC | 1,695 | $209.8K | 0.09% | +15+0.9% | Added |
| Park Place Capital Corp | 1,693 | $209.6K | 0.07% | +1,547+1,059.6% | Added |
| Cidel Asset Management Inc | 1,692 | $209.5K | 0.02% | −89−5.0% | Reduced |
| Savvy Advisors, Inc. | 1,687 | $208.9K | 0.07% | +1,687 | New |
| GHP Investment Advisors, Inc. | 1,683 | $208.3K | 0.01% | +15+0.9% | Added |
| Legacy Financial Group LLC | 1,682 | $208.2K | 0.04% | +3+0.2% | Added |
| Mosaic Financial Group, LLC | 1,684 | $208.0K | 0.15% | +9+0.5% | Added |
| Birchcreek Wealth Management, LLC | 1,679 | $207.9K | 0.12% | +128+8.3% | Added |
| Morningstar Investment Management LLC | 1,672 | $207.0K | 0.02% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 1,669 | $206.6K | 0.05% | −211−11.2% | Reduced |
| Grove Bank & Trust | 1,666 | $206.3K | 0.03% | +236+16.5% | Added |
| V-Square Quantitative Management LLC | 1,664 | $206.0K | 0.03% | −66−3.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,655 | $204.9K | 0.02% | +1,655 | New |
| Peak Financial Management, Inc. | 1,654 | $204.8K | 0.06% | −1,001−37.7% | Reduced |
| Allianz SE | 1,650 | $204.3K | 0.01% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,650 | $204.3K | 0.06% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,645 | $204.0K | 0.09% | +1,645 | New |
| Mystic Asset Management, Inc. | 1,645 | $203.6K | 0.08% | +8+0.5% | Added |
| ZWJ Investment Counsel Inc | 1,640 | $203.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,633 | $202.2K | 0.00% | +1,633 | New |
| Aaron Wealth Advisors | 1,630 | $201.8K | 0.03% | +1,630 | New |
| WealthShield Partners, LLC | 1,630 | $201.7K | 0.03% | −100−5.8% | Reduced |
| Pegasus Asset Management, Inc. | 1,625 | $201.2K | 0.08% | +1,625 | New |
| One Wealth Management Investment & Advisory Services, LLC | 1,622 | $200.8K | 0.08% | −200−11.0% | Reduced |
| Boothbay Fund Management, LLC | 1,621 | $200.7K | 0.01% | +1,621 | New |
| Camelot Portfolios, LLC | 1,618 | $200.3K | 0.11% | +1,618 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,425 | $195.2K | 0.00% | −25−1.7% | Reduced |
| Chris Bulman Inc | 1,554 | $192.4K | 0.13% | +1,554 | New |
| Pathway Financial Advisers, LLC | 1,536 | $190.0K | 0.07% | +13+0.9% | Added |
| Kathleen S. Wright Associates Inc. | 1,515 | $187.6K | 0.09% | +115+8.2% | Added |
| Johnson Financial Group, Inc. | 1,507 | $186.6K | 0.01% | −2,069−57.9% | Reduced |
| Tompkins Financial Corp | 1,500 | $185.7K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,488 | $184.0K | 0.09% | +173+13.2% | Added |
| Y.D. More Investments Ltd | 1,780 | $176.8K | 0.02% | +700+64.8% | Added |
| Riggs Asset Managment Co. Inc. | 1,361 | $168.5K | 0.05% | −1−0.1% | Reduced |
| Barrett & Company, Inc. | 1,326 | $164.1K | 0.07% | −370−21.8% | Reduced |
| Arlington Trust Co LLC | 1,301 | $161.1K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,284 | $159.4K | 0.03% | +14+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,286 | $159.2K | 0.01% | −300−18.9% | Reduced |
| Pingora Partners LLC | 1,250 | $154.8K | 0.11% | 00.0% | Unchanged |
| BNP Paribas | 1,240 | $153.5K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,219 | $150.9K | 0.02% | +1,209+12,090.0% | Added |
| Private Ocean, LLC | 1,215 | $150.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,200 | $148.6K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 1,200 | $148.6K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $148.6K | 0.04% | +1,200 | New |
| ORG Partners LLC | 1,202 | $147.1K | 0.02% | +1,191+10,827.3% | Added |
| Hoertkorn Richard Charles | 1,175 | $145.5K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,169 | $144.7K | 0.01% | +3+0.3% | Added |
| Gold Investment Management Ltd. | 1,159 | $143.5K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,149 | $142.2K | 0.03% | +41+3.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,149 | $142.0K | 0.04% | +147+14.7% | Added |
| Covestor Ltd | 1,145 | $142.0K | 0.09% | +895+358.0% | Added |
| Global Financial Private Client, LLC | 1,142 | $141.4K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,115 | $138.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,108 | $137.2K | 0.02% | +38+3.6% | Added |
| MCF Advisors LLC | 1,087 | $134.6K | 0.01% | +205+23.2% | Added |
| Delta Asset Management LLC | 1,080 | $133.7K | 0.01% | −200−15.6% | Reduced |
| Widmann Financial Services, Inc. | 1,078 | $133.5K | 0.11% | +1,078 | New |
| Ritter Daniher Financial Advisory LLC | 1,072 | $132.7K | 0.04% | +7+0.7% | Added |
| Stelac Advisory Services LLC | 1,022 | $126.5K | 0.05% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 882 | $124.1K | 0.01% | +22+2.6% | Added |
| Islay Capital Management, LLC | 1,000 | $123.8K | 0.09% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $123.8K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $123.8K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 999 | $122.1K | 0.05% | −1,034−50.9% | Reduced |
| Ostrum Asset Management | 986 | $122.1K | 0.01% | −77−7.2% | Reduced |
| McIlrath & Eck, LLC | 957 | $118.5K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 829 | $117.8K | 0.01% | −434−34.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 951 | $117.7K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 943 | $117.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 902 | $111.7K | 0.01% | −102−10.2% | Reduced |
| Global Trust Asset Management, LLC | 900 | $111.4K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 880 | $108.9K | 0.05% | −326−27.0% | Reduced |
| Loomis Sayles & Co L P | 871 | $108.0K | 0.00% | +59+7.3% | Added |
| Davis Capital Management | 876 | $107.1K | 0.09% | +1+0.1% | Added |
| Centerpoint Advisors, LLC | 833 | $103.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 822 | $101.8K | 0.01% | +398+93.9% | Added |
| FSC Wealth Advisors, LLC | 804 | $99.5K | 0.07% | +804 | New |
| West Paces Advisors Inc. | 800 | $99.0K | 0.03% | +100+14.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 782 | $96.9K | 0.06% | +6+0.8% | Added |
| Sound Income Strategies, LLC | 781 | $96.7K | 0.01% | +4+0.5% | Added |
| Quarry LP | 770 | $95.3K | 0.04% | +770 | New |