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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 6,115 | $936.0K | 0.04% | +5,000+448.4% | Added |
| First PREMIER Bank | 6,119 | $937.0K | 0.23% | +119+2.0% | Added |
| Advisory Research Inc | 6,167 | $944.4K | 0.17% | 00.0% | Unchanged |
| Westwood Wealth Management | 6,175 | $945.6K | 0.37% | −1,000−13.9% | Reduced |
| Sax Wealth Advisors, LLC | 6,212 | $951.3K | 0.08% | −94−1.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,215 | $951.6K | 0.31% | +30.0% | Added |
| Gladstone Institutional Advisory LLC | 6,230 | $953.9K | 0.05% | +165+2.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,250 | $957.1K | 0.21% | +126+2.1% | Added |
| DF Dent & Co Inc | 6,286 | $962.6K | 0.01% | −826−11.6% | Reduced |
| RiverFront Investment Group, LLC | 6,305 | $965.5K | 0.02% | +6,305 | New |
| Purus Wealth Management, LLC | 6,307 | $965.8K | 0.41% | −23−0.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,327 | $968.8K | 0.24% | −29−0.5% | Reduced |
| Prentice Wealth Management LLC | 6,332 | $969.6K | 0.29% | −213−3.3% | Reduced |
| Cullen Investment Group, Ltd. | 6,341 | $971.0K | 0.14% | +23+0.4% | Added |
| Northwest Bank & Trust Co | 6,349 | $972.2K | 0.74% | +9+0.1% | Added |
| Naviter Wealth, LLC | 6,379 | $976.8K | 0.14% | +376+6.3% | Added |
| Ausdal Financial Partners, Inc. | 6,380 | $977.0K | 0.10% | +422+7.1% | Added |
| WealthTrust Axiom LLC | 6,382 | $977.3K | 0.29% | −692−9.8% | Reduced |
| Davis R M Inc | 6,393 | $979.0K | 0.02% | +1,445+29.2% | Added |
| Old National Bancorp | 6,446 | $987.1K | 0.02% | +800+14.2% | Added |
| Per Stirling Capital Management, LLC. | 6,460 | $989.3K | 0.14% | +308+5.0% | Added |
| Leo Wealth, LLC | 6,484 | $992.9K | 0.09% | +144+2.3% | Added |
| NTV Asset Management LLC | 6,490 | $993.8K | 0.13% | −150−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 6,527 | $999.5K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 6,544 | $1.00M | 0.47% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 6,576 | $1.01M | 0.24% | −465−6.6% | Reduced |
| Ransom Advisory, Ltd | 6,587 | $1.01M | 0.47% | −550−7.7% | Reduced |
| Sabal Trust CO | 6,619 | $1.01M | 0.06% | −2,130−24.3% | Reduced |
| Revolve Wealth Partners, LLC | 6,626 | $1.01M | 0.16% | +1,390+26.5% | Added |
| Westover Capital Advisors, LLC | 6,666 | $1.02M | 0.20% | +2,275+51.8% | Added |
| Financial Advocates Investment Management | 6,681 | $1.02M | 0.06% | +372+5.9% | Added |
| AE Wealth Management LLC | 6,734 | $1.03M | 0.01% | −3,385−33.5% | Reduced |
| CAPROCK Group, Inc. | 6,734 | $1.03M | 0.04% | +2,474+58.1% | Added |
| Schmidt P J Investment Management Inc | 6,752 | $1.03M | 0.18% | −70−1.0% | Reduced |
| Executive Wealth Management, LLC | 6,769 | $1.04M | 0.08% | +27+0.4% | Added |
| M&R Capital Management Inc | 6,793 | $1.04M | 0.23% | +16+0.2% | Added |
| Beaumont Asset Management, L.L.C. | 6,811 | $1.04M | 0.61% | +139+2.1% | Added |
| Jeppson Wealth Management, LLC | 6,838 | $1.05M | 0.38% | −105−1.5% | Reduced |
| Linscomb & Williams, Inc. | 6,840 | $1.05M | 0.05% | −258−3.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,194 | $1.05M | 0.25% | −493−7.4% | Reduced |
| Sunbelt Securities, Inc. | 6,910 | $1.06M | 0.10% | +237+3.6% | Added |
| Panagora Asset Management Inc | 6,919 | $1.06M | 0.01% | −105−1.5% | Reduced |
| EPG Wealth Management LLC | 6,938 | $1.06M | 0.27% | +6,938 | Added |
| Lokken Investment Group LLC | 6,946 | $1.06M | 0.44% | −135−1.9% | Reduced |
| Herold Advisors, Inc. | 6,963 | $1.07M | 0.23% | +5+0.1% | Added |
| Cladis Investment Advisory, LLC | 7,000 | $1.07M | 0.74% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 7,019 | $1.07M | 0.02% | +278+4.1% | Added |
| HGK Asset Management Inc | 7,083 | $1.08M | 0.20% | −200−2.7% | Reduced |
| Highland Capital Management, LLC | 7,098 | $1.09M | 0.06% | 00.0% | Unchanged |
| NBT Bank N A | 7,099 | $1.09M | 0.07% | +64+0.9% | Added |
| Excalibur Management Corp | 7,107 | $1.09M | 0.41% | −24−0.3% | Reduced |
| Sheets Smith Wealth Management | 7,114 | $1.09M | 0.13% | −3,620−33.7% | Reduced |
| Wedmont Private Capital | 7,324 | $1.09M | 0.06% | +1,377+23.2% | Added |
| San Luis Wealth Advisors LLC | 7,141 | $1.09M | 0.23% | +2,490+53.5% | Added |
| NCM Capital Management, LLC | 7,148 | $1.09M | 0.53% | 00.0% | Unchanged |
| Heirloom Wealth Management | 7,164 | $1.10M | 0.34% | −524−6.8% | Reduced |
| Harbour Investments, Inc. | 7,215 | $1.10M | 0.03% | −379−5.0% | Reduced |
| Close Asset Management Ltd | 7,233 | $1.11M | 0.03% | −69−0.9% | Reduced |
| Mission Wealth Management, LP | 7,280 | $1.11M | 0.03% | −41−0.6% | Reduced |
| Walker Asset Management, LLC | 7,293 | $1.12M | 0.69% | +46+0.6% | Added |
| Sippican Capital Advisors | 7,299 | $1.12M | 0.78% | −115−1.6% | Reduced |
| LCNB Corp | 7,336 | $1.12M | 0.40% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,358 | $1.13M | 0.20% | −130−1.7% | Reduced |
| Absolute Capital Management, LLC | 7,415 | $1.14M | 0.67% | +7,415 | New |
| Curbstone Financial Management Corp | 7,428 | $1.14M | 0.24% | +898+13.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,448 | $1.14M | 0.38% | +46+0.6% | Added |
| Voya Financial Advisors, Inc. | 7,394 | $1.15M | 0.12% | −82−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 7,503 | $1.15M | 0.10% | −277−3.6% | Reduced |
| Sage Mountain Advisors LLC | 7,555 | $1.16M | 0.10% | +854+12.7% | Added |
| Kensington Investment Counsel, LLC | 7,559 | $1.16M | 0.48% | +271+3.7% | Added |
| Sweeney & Michel, LLC | 6,723 | $1.16M | 0.46% | +28+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 7,591 | $1.16M | 0.07% | +1,615+27.0% | Added |
| Mattson Financial Services, LLC | 9,442 | $1.17M | 0.42% | −64−0.7% | Reduced |
| Hexagon Capital Partners LLC | 7,648 | $1.17M | 0.23% | −362−4.5% | Reduced |
| Brown Miller Wealth Management, LLC | 7,689 | $1.18M | 0.46% | +48+0.6% | Added |
| Dynamic Advisor Solutions LLC | 7,691 | $1.18M | 0.04% | −73−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,691 | $1.18M | 0.04% | +4,034+110.3% | Added |
| Harbor Advisors LLC | 7,700 | $1.18M | 0.20% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,723 | $1.18M | 0.03% | −236−3.0% | Reduced |
| Old North State Trust, LLC | 7,751 | $1.19M | 0.96% | +68+0.9% | Added |
| Callan Capital, LLC | 7,755 | $1.19M | 0.08% | −213−2.7% | Reduced |
| Intrua Financial, LLC | 7,771 | $1.19M | 0.19% | +3,165+68.7% | Added |
| Latash Investments, LLC | 7,774 | $1.19M | 1.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,794 | $1.19M | 0.04% | +274+3.6% | Added |
| Sage Rhino Capital LLC | 7,800 | $1.19M | 0.26% | +184+2.4% | Added |
| Azimuth Capital Investment Management LLC | 7,802 | $1.19M | 0.05% | −100−1.3% | Reduced |
| Stamos Capital Partners, L.P. | 7,950 | $1.22M | 0.29% | −15,410−66.0% | Reduced |
| Strategic Blueprint, LLC | 7,953 | $1.22M | 0.08% | +47+0.6% | Added |
| Element Wealth, LLC | 7,974 | $1.22M | 0.65% | +246+3.2% | Added |
| Sound View Wealth Advisors Group, LLC | 8,036 | $1.23M | 0.10% | +1,069+15.3% | Added |
| AdvisorNet Financial, Inc | 8,046 | $1.23M | 0.09% | +928+13.0% | Added |
| Union Savings Bank | 8,055 | $1.23M | 0.60% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,055 | $1.23M | 0.21% | +2,295+39.8% | Added |
| Lowe Brockenbrough & Co Inc | 8,061 | $1.23M | 0.08% | +80+1.0% | Added |
| Nwam LLC | 8,088 | $1.24M | 0.08% | +8,088 | New |
| GAMMA Investing LLC | 8,137 | $1.25M | 0.12% | +2,819+53.0% | Added |
| Tectonic Advisors LLC | 8,182 | $1.25M | 0.08% | +52+0.6% | Added |
| Forum Financial Management, LP | 8,203 | $1.26M | 0.02% | −87−1.0% | Reduced |
| Triumph Capital Management | 8,210 | $1.26M | 0.45% | +5,493+202.2% | Added |
| Nicolet Bankshares Inc | 8,216 | $1.26M | 0.30% | −350−4.1% | Reduced |