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; 2,157 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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $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 |
|---|---|---|---|---|---|
| Herbst Group, LLC | 17,376 | $2.15M | 1.31% | −75−0.4% | Reduced |
| Garrett Investment Advisors LLC | 17,289 | $2.14M | 0.25% | +519+3.1% | Added |
| StrongBox Wealth, LLC | 17,274 | $2.14M | 1.01% | +954+5.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,212 | $2.13M | 0.01% | −2,194−11.3% | Reduced |
| Intrepid Financial Planning Group LLC | 17,118 | $2.12M | 0.91% | −1,118−6.1% | Reduced |
| Baldwin Investment Management, LLC | 17,117 | $2.12M | 0.29% | +47+0.3% | Added |
| TownSquare Capital, LLC | 16,901 | $2.09M | 0.03% | +1,946+13.0% | Added |
| Hyman Charles D | 16,873 | $2.09M | 0.12% | 00.0% | Unchanged |
| Van Eck Associates Corp | 16,823 | $2.08M | 0.00% | +1,226+7.9% | Added |
| Aviance Capital Partners, LLC | 16,798 | $2.08M | 0.30% | +523+3.2% | Added |
| Blue Square Asset Management, LLC | 16,710 | $2.07M | 1.21% | −50.0% | Reduced |
| First National Bank Sioux Falls | 16,693 | $2.07M | 1.07% | 00.0% | Unchanged |
| Penbrook Management LLC | 16,600 | $2.06M | 1.25% | −923−5.3% | Reduced |
| Joel Isaacson & Co., LLC | 16,589 | $2.05M | 0.11% | +50+0.3% | Added |
| Madison Park Capital Advisors, LLC | 16,572 | $2.05M | 1.71% | +17+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 16,571 | $2.05M | 2.05% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 16,557 | $2.05M | 0.56% | −1,096−6.2% | Reduced |
| Institute for Wealth Management, LLC. | 16,479 | $2.04M | 0.27% | −173−1.0% | Reduced |
| GoalVest Advisory LLC | 16,425 | $2.03M | 0.65% | −800−4.6% | Reduced |
| Blue Fin Capital, Inc. | 16,385 | $2.03M | 0.41% | +872+5.6% | Added |
| WealthPlan Investment Management, LLC | 16,383 | $2.03M | 0.31% | −1,853−10.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 16,321 | $2.02M | 0.21% | −26,280−61.7% | Reduced |
| Ameritas Advisory Services, LLC | 16,234 | $2.01M | 0.08% | −447−2.7% | Reduced |
| Dearborn Partners LLC | 16,182 | $2.00M | 0.09% | −514−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,174 | $2.00M | 0.20% | −795−4.7% | Reduced |
| Assenagon Asset Management S.A. | 16,130 | $2.00M | 0.00% | +470+3.0% | Added |
| Opinicus Capital, Inc. | 16,088 | $1.99M | 1.68% | +455+2.9% | Added |
| MWA Asset Management | 16,067 | $1.99M | 1.42% | −18−0.1% | Reduced |
| Covenant Asset Management, LLC | 16,066 | $1.99M | 0.45% | −1,348−7.7% | Reduced |
| Modera Wealth Management, LLC | 16,015 | $1.98M | 0.03% | −101−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 16,005 | $1.98M | 0.10% | −624−3.8% | Reduced |
| Investment Management Corp of Ontario | 15,928 | $1.97M | 0.05% | +4,500+39.4% | Added |
| TrinityPoint Wealth, LLC | 15,901 | $1.97M | 0.31% | −1,008−6.0% | Reduced |
| Acorn Wealth Advisors, LLC | 15,817 | $1.96M | 0.97% | +309+2.0% | Added |
| XML Financial, LLC | 15,776 | $1.95M | 0.20% | −687−4.2% | Reduced |
| Nations Financial Group Inc, | 15,600 | $1.93M | 0.16% | +15+0.1% | Added |
| Trust Co of Toledo NA | 15,559 | $1.93M | 0.28% | +1,663+12.0% | Added |
| Rossmore Private Capital | 15,539 | $1.92M | 0.25% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 15,528 | $1.92M | 0.08% | +5,503+54.9% | Added |
| Meeder Advisory Services, Inc. | 15,431 | $1.91M | 0.14% | +4,062+35.7% | Added |
| Harvest Investment Advisors, LLC | 15,258 | $1.89M | 1.39% | −127−0.8% | Reduced |
| Stiles Financial Services Inc | 15,238 | $1.89M | 0.73% | −378−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,198 | $1.88M | 0.17% | +3,662+31.7% | Added |
| Pinnacle West Asset Management, Inc. | 15,155 | $1.88M | 1.46% | −300−1.9% | Reduced |
| Taylor Financial Group, Inc. | 15,153 | $1.88M | 1.44% | −150−1.0% | Reduced |
| Sit Investment Associates Inc | 15,100 | $1.87M | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 15,089 | $1.87M | 0.02% | +1,519+11.2% | Added |
| Atomi Financial Group, Inc. | 15,083 | $1.87M | 0.14% | +2,150+16.6% | Added |
| Insight Advisors, LLC | 15,026 | $1.86M | 0.34% | −2,533−14.4% | Reduced |
| Hills Bank & Trust Co | 15,011 | $1.86M | 0.15% | +91+0.6% | Added |
| Waters Parkerson & Co., LLC | 14,882 | $1.84M | 0.10% | −771−4.9% | Reduced |
| Entropy Technologies, LP | 14,850 | $1.84M | 0.20% | +14,850 | New |
| Western Wealth Management, LLC | 14,629 | $1.81M | 0.13% | −243−1.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 14,616 | $1.81M | 0.28% | +585+4.2% | Added |
| Wintrust Investments LLC | 14,355 | $1.78M | 0.14% | +99+0.7% | Added |
| Pittenger & Anderson Inc | 14,325 | $1.77M | 0.07% | −235−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 14,314 | $1.77M | 0.12% | +3,702+34.9% | Added |
| Wetherby Asset Management Inc | 14,295 | $1.77M | 0.08% | +776+5.7% | Added |
| River Street Advisors LLC | 14,275 | $1.77M | 1.10% | +617+4.5% | Added |
| Campbell Capital Management Inc | 14,247 | $1.76M | 0.76% | −757−5.0% | Reduced |
| Conway Capital Management, Inc. | 14,241 | $1.76M | 0.89% | −471−3.2% | Reduced |
| Vestcor Inc | 14,237 | $1.76M | 0.06% | +1,151+8.8% | Added |
| Pearl River Capital, LLC | 14,227 | $1.76M | 0.28% | +14,227 | New |
| WSFS Capital Management, LLC | 13,965 | $1.76M | 0.10% | +1,399+11.1% | Added |
| Redmond Asset Management, LLC | 14,186 | $1.76M | 0.58% | −706−4.7% | Reduced |
| Accel Wealth Management | 14,168 | $1.75M | 0.70% | −83−0.6% | Reduced |
| Citizens Financial Group Inc | 14,112 | $1.75M | 0.04% | +11,903+538.8% | Added |
| Independent Solutions Wealth Management, LLC | 14,079 | $1.74M | 0.40% | +344+2.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,077 | $1.74M | 0.92% | −72−0.5% | Reduced |
| Summit Trail Advisors, LLC | 14,061 | $1.74M | 0.05% | +715+5.4% | Added |
| Chickasaw Capital Management LLC | 14,049 | $1.74M | 0.08% | +13+0.1% | Added |
| Frank, Rimerman Advisors LLC | 13,989 | $1.73M | 0.12% | +13,989 | New |
| Keybank National Association | 13,914 | $1.72M | 0.01% | −90−0.6% | Reduced |
| Teacher Retirement System of Texas | 13,896 | $1.72M | 0.01% | −4,177−23.1% | Reduced |
| Zevenbergen Capital Investments LLC | 13,885 | $1.72M | 0.04% | −345−2.4% | Reduced |
| Harbor Capital Advisors, Inc. | 13,862 | $1.72M | 0.13% | +29+0.2% | Added |
| Patrick M Sweeney & Associates, Inc | 13,840 | $1.71M | 1.39% | +80+0.6% | Added |
| Sowell Financial Services LLC | 13,837 | $1.71M | 0.08% | −671−4.6% | Reduced |
| Veriti Management LLC | 13,818 | $1.71M | 0.11% | +2,032+17.2% | Added |
| Caz Investments LP | 13,800 | $1.71M | 2.51% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 13,758 | $1.70M | 0.71% | +135+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 13,676 | $1.69M | 0.00% | −255−1.8% | Reduced |
| Signaturefd, LLC | 13,615 | $1.69M | 0.03% | +80+0.6% | Added |
| Matrix Private Capital Group LLC | 13,554 | $1.68M | 1.05% | −65−0.5% | Reduced |
| Lodestone Wealth Management LLC | 13,536 | $1.68M | 0.89% | +21+0.2% | Added |
| Arete Wealth Advisors, LLC | 13,525 | $1.67M | 0.14% | −6,095−31.1% | Reduced |
| Smith, Moore & Co. | 13,435 | $1.66M | 0.17% | −130−1.0% | Reduced |
| Arkadios Wealth Advisors | 13,369 | $1.66M | 0.11% | +1,357+11.3% | Added |
| Greenwood Capital Associates LLC | 13,292 | $1.65M | 0.22% | +2,603+24.4% | Added |
| First United Bank Trust | 13,245 | $1.64M | 0.61% | −50−0.4% | Reduced |
| Klingman & Associates, LLC | 13,202 | $1.63M | 0.11% | −205−1.5% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $1.63M | 2.12% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,436 | $1.63M | 0.27% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 13,182 | $1.63M | 0.33% | −73−0.6% | Reduced |
| L.M. Kohn & Company | 13,129 | $1.63M | 0.44% | +145+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 13,058 | $1.62M | 0.12% | +1,067+8.9% | Added |
| Hudson Valley Investment Advisors Inc | 13,149 | $1.61M | 0.21% | +300+2.3% | Added |
| Westside Investment Management, Inc. | 12,965 | $1.61M | 0.37% | −50.0% | Reduced |
| GTS Securities LLC | 12,928 | $1.60M | 0.03% | +12,928 | New |
| Brandywine Oak Private Wealth LLC | 12,919 | $1.60M | 0.16% | −4,500−25.8% | Reduced |