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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 12,876 | $1.59M | 0.03% | +2,218+20.8% | Added |
| Adviser Investments LLC | 12,853 | $1.59M | 0.02% | +701+5.8% | Added |
| Beacon Investment Advisory Services, Inc. | 12,850 | $1.59M | 0.07% | −25−0.2% | Reduced |
| Carolinas Wealth Consulting LLC | 12,842 | $1.59M | 0.31% | −10−0.1% | Reduced |
| Bank Ozk | 12,828 | $1.59M | 0.69% | +1,359+11.8% | Added |
| Perbak Capital Partners LLP | 12,758 | $1.58M | 0.47% | +12,758 | New |
| Mirabella Financial Services LLP | 12,720 | $1.57M | 0.11% | −12,641−49.8% | Reduced |
| Norway Savings Bank | 12,688 | $1.57M | 0.90% | +1,420+12.6% | Added |
| DRW Securities, LLC | 12,610 | $1.56M | 0.10% | +12,610 | New |
| Central Trust Co | 12,596 | $1.56M | 0.04% | +2,954+30.6% | Added |
| Horizon Investments, LLC | 12,555 | $1.55M | 0.04% | −36−0.3% | Reduced |
| Umb Bank N A | 12,430 | $1.54M | 0.03% | −699−5.3% | Reduced |
| Brave Asset Management Inc | 12,419 | $1.54M | 0.39% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 12,415 | $1.54M | 0.75% | −20−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 12,328 | $1.53M | 0.05% | −167−1.3% | Reduced |
| Diversify Wealth Management, LLC | 11,784 | $1.53M | 0.19% | +11,784 | New |
| Choate Investment Advisors | 12,318 | $1.52M | 0.04% | −1,110−8.3% | Reduced |
| Vontobel Holding Ltd. | 12,304 | $1.52M | 0.00% | −533−4.2% | Reduced |
| U S Global Investors Inc | 12,300 | $1.52M | 0.14% | +12,300 | New |
| Xcel Wealth Management, LLC | 12,293 | $1.52M | 0.48% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,260 | $1.52M | 0.11% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,970 | $1.51M | 0.10% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 12,212 | $1.51M | 0.55% | +8,507+229.6% | Added |
| Hilltop National Bank | 12,193 | $1.51M | 0.49% | +748+6.5% | Added |
| Modern Wealth Management, LLC | 12,191 | $1.51M | 0.11% | +4,716+63.1% | Added |
| Crescent Grove Advisors, LLC | 12,189 | $1.51M | 0.17% | −10−0.1% | Reduced |
| Hilltop Holdings Inc. | 12,186 | $1.51M | 0.18% | +1,788+17.2% | Added |
| Marcum Wealth, LLC | 12,121 | $1.50M | 0.15% | −222−1.8% | Reduced |
| Capital Investment Advisors, LLC | 12,109 | $1.50M | 0.03% | −2,969−19.7% | Reduced |
| AlphaCore Capital LLC | 12,101 | $1.50M | 0.36% | −902−6.9% | Reduced |
| TCTC Holdings, LLC | 12,000 | $1.49M | 0.05% | +12,000 | New |
| Hollencrest Capital Management | 11,967 | $1.48M | 0.07% | +11+0.1% | Added |
| Eisler Capital (US) LLC | 11,913 | $1.47M | 0.28% | +11,913 | New |
| Sandbox Financial Partners, LLC | 11,880 | $1.47M | 0.56% | +107+0.9% | Added |
| DoubleLine ETF Adviser LP | 11,867 | $1.47M | 0.39% | −288−2.4% | Reduced |
| Private Trust Co NA | 11,834 | $1.47M | 0.16% | −316−2.6% | Reduced |
| Missouri Trust & Investment Co | 11,815 | $1.46M | 0.55% | +1,270+12.0% | Added |
| Welch & Forbes LLC | 12,024 | $1.46M | 0.02% | +512+4.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,770 | $1.46M | 0.03% | +175+1.5% | Added |
| Good Life Advisors, LLC | 11,708 | $1.45M | 0.12% | −430−3.5% | Reduced |
| Castle Rock Wealth Management, LLC | 11,743 | $1.44M | 0.36% | +349+3.1% | Added |
| Citizens & Northern Corp | 11,594 | $1.44M | 0.45% | −610−5.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.43M | 0.12% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,570 | $1.43M | 0.10% | +176+1.5% | Added |
| Spirit of America Management Corp | 11,550 | $1.43M | 0.29% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 11,507 | $1.42M | 0.48% | +11,507 | New |
| Privium Fund Management (UK) Ltd | 11,500 | $1.42M | 0.55% | +11,500 | New |
| Douglass Winthrop Advisors, LLC | 11,436 | $1.42M | 0.03% | −936−7.6% | Reduced |
| Angeles Wealth Management, LLC | 11,417 | $1.41M | 0.13% | −120−1.0% | Reduced |
| SFMG, LLC | 11,358 | $1.41M | 0.12% | −2,431−17.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 11,307 | $1.40M | 0.45% | −170−1.5% | Reduced |
| Prio Wealth Limited Partnership | 11,266 | $1.39M | 0.04% | −112−1.0% | Reduced |
| Moseley Investment Management Inc | 11,239 | $1.39M | 0.65% | +74+0.7% | Added |
| Qtron Investments LLC | 11,209 | $1.39M | 0.20% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 11,152 | $1.38M | 0.33% | +10+0.1% | Added |
| David Loasby | 11,088 | $1.38M | 0.13% | +794+7.7% | Added |
| Waterfront Wealth Inc. | 11,100 | $1.37M | 0.37% | 00.0% | Unchanged |
| RDA Financial Network | 11,083 | $1.37M | 0.45% | −28−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 11,028 | $1.37M | 0.02% | +1,273+13.0% | Added |
| Legacy Advisors, LLC | 11,022 | $1.36M | 0.17% | −310−2.7% | Reduced |
| Scientech Research LLC | 11,019 | $1.36M | 0.28% | +11,019 | New |
| Almanack Investment Partners, LLC. | 11,013 | $1.36M | 0.23% | +20.0% | Added |
| Ar Asset Management Inc | 11,000 | $1.36M | 0.33% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,000 | $1.36M | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,981 | $1.36M | 0.05% | +236+2.2% | Added |
| Carson Advisory Inc. | 10,965 | $1.36M | 0.95% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 10,940 | $1.35M | 0.30% | +404+3.8% | Added |
| CenterStar Asset Management, LLC | 10,919 | $1.35M | 2.03% | +8,456+343.3% | Added |
| Profund Advisors LLC | 10,906 | $1.35M | 0.05% | −303−2.7% | Reduced |
| Heritage Investors Management Corp | 10,904 | $1.35M | 0.05% | −735−6.3% | Reduced |
| Sunpointe, LLC | 10,899 | $1.35M | 0.88% | +10,899 | New |
| Mather Group, LLC. | 10,264 | $1.35M | 0.02% | +3,151+44.3% | Added |
| Shepherd Kaplan Krochuk, LLC | 10,762 | $1.33M | 1.05% | −628−5.5% | Reduced |
| WoodTrust Financial Corp | 10,759 | $1.33M | 0.21% | +7,850+269.9% | Added |
| Sheets Smith Wealth Management | 10,734 | $1.33M | 0.16% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 10,929 | $1.33M | 0.29% | −1,450−11.7% | Reduced |
| Prudential PLC | 10,686 | $1.32M | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 10,616 | $1.31M | 0.28% | +10,616 | New |
| Moody National Bank Trust Division | 10,582 | $1.31M | 0.10% | 00.0% | Unchanged |
| Country Club Bank | 10,485 | $1.30M | 0.09% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 10,504 | $1.30M | 0.10% | −809−7.2% | Reduced |
| Fortem Financial Group, LLC | 10,504 | $1.30M | 0.56% | +402+4.0% | Added |
| SeaCrest Wealth Management, LLC | 10,486 | $1.30M | 0.15% | +1,068+11.3% | Added |
| Hall Capital Management Co Inc | 10,479 | $1.30M | 0.62% | +1,189+12.8% | Added |
| E&G Advisors, LP | 10,484 | $1.29M | 0.38% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 10,380 | $1.29M | 0.86% | −50−0.5% | Reduced |
| Chapin Davis, Inc. | 10,344 | $1.28M | 0.44% | −137−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 9,808 | $1.28M | 0.25% | +40.0% | Added |
| Cravens & Co Advisors, LLC | 10,316 | $1.28M | 0.95% | +2,301+28.7% | Added |
| Zhang Financial LLC | 10,301 | $1.28M | 0.09% | −513−4.7% | Reduced |
| Merit Financial Group, LLC | 10,230 | $1.27M | 0.03% | +1,199+13.3% | Added |
| NorthRock Partners, LLC | 10,147 | $1.26M | 0.05% | +14+0.1% | Added |
| United Bank | 10,127 | $1.25M | 0.63% | +243+2.5% | Added |
| AE Wealth Management LLC | 10,119 | $1.25M | 0.01% | +5,072+100.5% | Added |
| King Luther Capital Management Corp | 10,118 | $1.25M | 0.01% | −178−1.7% | Reduced |
| TCG Advisory Services, LLC | 10,060 | $1.25M | 0.06% | +1,172+13.2% | Added |
| Curated Wealth Partners LLC | 10,049 | $1.24M | 0.17% | +10,049 | New |
| Donald L. Hagan, LLC | 10,000 | $1.24M | 0.66% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,989 | $1.24M | 0.21% | −216−2.1% | Reduced |
| Davis Investment Partners, LLC | 9,540 | $1.23M | 0.51% | 00.0% | Unchanged |