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, Q3 2024
Institutional positions in Blackstone Inc. as of Sep 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
- 1,938
- +95 vs. Q2 2024
- Shares held
- 513.0M
- +63.0M (+14.0%) vs. Q2 2024
- Total value
- $77.8B
- +$22.2B (+39.8%) vs. Q2 2024
- New holders
- 201
- 759 more added
- Sold out
- 106
- 692 more reduced
22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| TD Capital Management LLC | 0 | $73 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 1 | $154 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $154 | 0.00% | +1 | New |
| Anfield Capital Management, LLC | 2 | $306 | 0.00% | +2 | New |
| Claris Advisors, LLC | 3 | $459 | 0.00% | +3 | New |
| Sanctuary Wealth Management, L.L.C. | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 8 | $1.23K | 0.00% | +6+300.0% | Added |
| Rakuten Securities, Inc. | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 236,453 | $1.54K | 0.00% | +234,917+15,294.1% | Added |
| Citadel Advisors LLC | 12 | $1.84K | 0.00% | −1,086,769−100.0% | Reduced |
| ESL Trust Services, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $1.99K | 0.00% | +1+8.3% | Added |
| JDM Financial Group LLC | 13 | $1.99K | 0.00% | +13 | New |
| Semmax Financial Advisors Inc. | 13 | $2.43K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 17 | $2.60K | 0.00% | −64−79.0% | Reduced |
| PayPay Securities Corp | 17 | $2.60K | 0.23% | +6+54.5% | Added |
| Granite FO LLC | 18 | $2.76K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $2.76K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $3.06K | 0.00% | −1−4.8% | Reduced |
| Contravisory Investment Management, Inc. | 24 | $3.67K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 23 | $4.00K | 0.00% | +14+155.6% | Added |
| MeadowBrook Investment Advisors LLC | 28 | $4.29K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 29 | $4.44K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 33 | $5.05K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 33 | $5.05K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $5.36K | 0.00% | −1,797−98.1% | Reduced |
| Archer Investment Corp | 36 | $5.51K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 41 | $6.28K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 43 | $6.64K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 44 | $6.70K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $7.35K | 0.00% | +48 | New |
| Cedar Wealth Management, LLC | 50 | $7.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 52 | $7.96K | 0.00% | +32+160.0% | Added |
| Cape Investment Advisory, Inc. | 55 | $8.43K | 0.00% | +30+120.0% | Added |
| Bangor Savings Bank | 56 | $8.57K | 0.00% | +56 | New |
| Cornerstone Planning Group LLC | 52 | $8.83K | 0.00% | +8+18.2% | Added |
| Penserra Capital Management LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 65 | $9.95K | 0.00% | +65 | New |
| Mascoma Wealth Management LLC | 66 | $10.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 66 | $10.1K | 0.00% | +65+6,500.0% | Added |
| Pflug Koory, LLC | 68 | $10.4K | 0.01% | +68 | New |
| Avion Wealth | 81 | $12.0K | 0.00% | +18+28.6% | Added |
| Live Oak Investment Partners | – | $12.6K | 0.01% | – | – |
| ORG Partners LLC | 84 | $12.9K | 0.00% | −1,118−93.0% | Reduced |
| Winch Advisory Services, LLC | 93 | $14.2K | 0.00% | +1+1.1% | Added |
| Atwood & Palmer Inc | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $15.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $15.3K | 0.00% | +100 | New |
| Hoey Investments, Inc | 127 | $15.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 103 | $15.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 110 | $16.8K | 0.00% | −13−10.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 110 | $16.9K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 111 | $17.0K | 0.01% | +1+0.9% | Added |
| Painted Porch Advisors LLC | 111 | $17.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 119 | $18.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 119 | $18.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 120 | $18.4K | 0.01% | −114−48.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 120 | $18.4K | 0.00% | −1−0.8% | Reduced |
| Goodman Advisory Group, LLC | 120 | $18.4K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 123 | $18.8K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 125 | $19.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 136 | $20.8K | 0.01% | +9+7.1% | Added |
| Stephenson National Bank & Trust | 152 | $23.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 162 | $24.8K | 0.01% | −88−35.2% | Reduced |
| CGC Financial Services, LLC | 162 | $24.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 168 | $25.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 167 | $25.6K | 0.00% | −36−17.7% | Reduced |
| Redmont Wealth Advisors LLC | 173 | $26.5K | 0.04% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 176 | $27.0K | 0.01% | +176 | New |
| Salomon & Ludwin, LLC | 180 | $27.6K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 184 | $28.2K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 188 | $28.8K | 0.00% | −308−62.1% | Reduced |
| Nemes Rush Group LLC | 223 | $29.3K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 193 | $29.6K | 0.02% | +193 | New |
| Oarsman Capital, Inc. | 197 | $30.2K | 0.01% | +197 | New |
| Andra AP-fonden | 200 | $30.6K | 0.00% | −5,200−96.3% | Reduced |
| Meeder Asset Management Inc | 205 | $31.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 206 | $31.5K | 0.01% | +4+2.0% | Added |
| Knott David M Jr | 210 | $32.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 210 | $32.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 213 | $32.7K | 0.01% | +1+0.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 222 | $34.1K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 230 | $35.2K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 232 | $35.6K | 0.03% | +1+0.4% | Added |
| Abound Wealth Management | 234 | $35.8K | 0.01% | +87+59.2% | Added |
| Bank & Trust Co | 237 | $36.3K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 237 | $36.3K | 0.00% | +1+0.4% | Added |
| Raleigh Capital Management Inc. | 255 | $39.0K | 0.02% | +62+32.1% | Added |
| Flaharty Asset Management, LLC | 259 | $39.7K | 0.01% | +259 | New |
| TFC Financial Management | 260 | $39.8K | 0.01% | +60+30.0% | Added |
| J.Safra Asset Management Corp | 259 | $40.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 269 | $41.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 265 | $41.1K | 0.01% | +20+8.2% | Added |
| Laurel Wealth Advisors LLC | 275 | $42.1K | 0.01% | 00.0% | Unchanged |