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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 8,243 | $1.26M | 0.26% | −10−0.1% | Reduced |
| Achmea Investment Management B.V. | 8,254 | $1.26M | 0.02% | +8,254 | New |
| Trust Asset Management LLC | 8,305 | $1.27M | 0.10% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,305 | $1.27M | 0.13% | +5,998+260.0% | Added |
| First Dallas Securities Inc. | 8,322 | $1.27M | 0.53% | −519−5.9% | Reduced |
| Apella Capital, LLC | 8,383 | $1.28M | 0.05% | +105+1.3% | Added |
| Haverford Trust Co | 8,351 | $1.28M | 0.01% | +1,685+25.3% | Added |
| Aptus Capital Advisors, LLC | 8,388 | $1.28M | 0.02% | +1,284+18.1% | Added |
| Legacy Capital Group California, Inc. | 8,391 | $1.28M | 0.43% | −34−0.4% | Reduced |
| Verdence Capital Advisors LLC | 8,410 | $1.29M | 0.10% | +119+1.4% | Added |
| Ascent Group, LLC | 8,448 | $1.29M | 0.10% | +605+7.7% | Added |
| MidWestOne Financial Group, Inc. | 8,455 | $1.29M | 0.18% | −239−2.7% | Reduced |
| Leonteq Securities AG | 8,455 | $1.29M | 0.15% | +3,092+57.7% | Added |
| First National Trust Co | 8,485 | $1.30M | 0.05% | −150−1.7% | Reduced |
| Gratus Wealth Advisors, LLC | 8,736 | $1.30M | 0.21% | +111+1.3% | Added |
| Apexium Financial, LP | 8,507 | $1.30M | 0.09% | +20.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.30M | 0.43% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,546 | $1.31M | 0.02% | +1,085+14.5% | Added |
| Baxter Bros Inc | 8,594 | $1.32M | 0.17% | −365−4.1% | Reduced |
| Bailard, Inc. | 8,605 | $1.32M | 0.03% | +920+12.0% | Added |
| Freestone Capital Holdings, LLC | 8,687 | $1.33M | 0.05% | −1,217−12.3% | Reduced |
| Pennsylvania Capital Management Inc | 8,715 | $1.33M | 0.48% | +18+0.2% | Added |
| Investment Partners Asset Management, Inc. | 8,720 | $1.34M | 1.09% | −263−2.9% | Reduced |
| Pictet North America Advisors SA | 8,800 | $1.35M | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 8,804 | $1.35M | 0.03% | +143+1.7% | Added |
| Perfromance Wealth Partners, LLC | 8,818 | $1.35M | 0.05% | −513−5.5% | Reduced |
| 17 Capital Partners, LLC | 8,831 | $1.35M | 0.88% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,839 | $1.35M | 0.04% | +5+0.1% | Added |
| Promethium Advisors,llc | 8,913 | $1.36M | 0.96% | +8,913 | New |
| Kirtland Hills Capital Management, LLC | 8,935 | $1.37M | 0.75% | +828+10.2% | Added |
| LRI Investments, LLC | 7,578 | $1.37M | 0.13% | +1,110+17.2% | Added |
| RW Investment Management LLC | 9,000 | $1.38M | 0.17% | −100−1.1% | Reduced |
| Kathmere Capital Management, LLC | 9,000 | $1.38M | 0.13% | +84+0.9% | Added |
| Arete Wealth Advisors, LLC | 9,112 | $1.39M | 0.12% | −4,413−32.6% | Reduced |
| Qtron Investments LLC | 9,102 | $1.39M | 0.19% | −2,107−18.8% | Reduced |
| Jacobi Capital Management LLC | 9,132 | $1.40M | 0.11% | +40+0.4% | Added |
| Tradition Wealth Management, LLC | 9,173 | $1.40M | 0.13% | +234+2.6% | Added |
| Mather Group, LLC. | 9,179 | $1.41M | 0.02% | −1,085−10.6% | Reduced |
| Cornerstone National Bank & Trust Co | 9,194 | $1.41M | 0.64% | +68+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,227 | $1.41M | 0.21% | −762−7.6% | Reduced |
| Aspen Grove Capital, LLC | 9,284 | $1.42M | 0.31% | +40.0% | Added |
| Samjo Management, LLC | 9,310 | $1.43M | 0.49% | +10+0.1% | Added |
| Harmony Asset Management LLC | 9,319 | $1.43M | 0.52% | +71+0.8% | Added |
| Mayflower Financial Advisors, LLC | 9,357 | $1.43M | 0.22% | −272−2.8% | Reduced |
| LMG Wealth Partners, LLC | 9,390 | $1.44M | 0.33% | +479+5.4% | Added |
| Zhang Financial LLC | 9,396 | $1.44M | 0.09% | −905−8.8% | Reduced |
| Buckingham Strategic Partners | 9,427 | $1.44M | 0.03% | +514+5.8% | Added |
| First Pacific Financial | 9,435 | $1.44M | 0.34% | +210+2.3% | Added |
| Davis Investment Partners, LLC | 9,540 | $1.45M | 0.61% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 9,492 | $1.45M | 0.10% | +3,492+58.2% | Added |
| Heritage Investors Management Corp | 9,524 | $1.46M | 0.05% | −1,380−12.7% | Reduced |
| United Bank | 9,532 | $1.46M | 0.67% | −595−5.9% | Reduced |
| Chapin Davis, Inc. | 9,544 | $1.46M | 0.47% | −800−7.7% | Reduced |
| Cravens & Co Advisors, LLC | 9,559 | $1.46M | 1.13% | −757−7.3% | Reduced |
| Carnegie Lake Advisors LLC | 9,655 | $1.48M | 0.58% | +9,655 | New |
| LBMC Investment Advisors, LLC | 9,655 | $1.48M | 0.12% | +20.0% | Added |
| Virginia Wealth Management Group, Inc. | 9,788 | $1.50M | 0.94% | +111+1.1% | Added |
| Sandy Cove Advisors, LLC | 9,789 | $1.50M | 0.61% | −13−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 9,808 | $1.50M | 0.27% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 9,873 | $1.51M | 0.72% | +134+1.4% | Added |
| RMR Wealth Builders | 9,900 | $1.52M | 0.16% | +362+3.8% | Added |
| Moneta Group Investment Advisors LLC | 9,912 | $1.52M | 0.02% | −1,116−10.1% | Reduced |
| Meitav Dash Investments Ltd | 10,030 | $1.52M | 0.03% | +728+7.8% | Added |
| Donald L. Hagan, LLC | 10,000 | $1.53M | 0.78% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 10,000 | $1.53M | 0.11% | +10,000 | New |
| Curated Wealth Partners LLC | 10,049 | $1.54M | 0.20% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 10,061 | $1.54M | 0.52% | −2,151−17.6% | Reduced |
| Level Four Advisory Services, LLC | 9,193 | $1.54M | 0.06% | +638+7.5% | Added |
| Riverpark Capital Management LLC | 10,091 | $1.55M | 2.81% | −7,524−42.7% | Reduced |
| King Luther Capital Management Corp | 10,118 | $1.55M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,239 | $1.57M | 0.05% | +969+10.5% | Added |
| Renaissance Investment Group LLC | 10,281 | $1.57M | 0.33% | −648−5.9% | Reduced |
| Eastern Bank | 10,376 | $1.59M | 0.03% | +10,376 | New |
| Legacy Advisors, LLC | 10,377 | $1.59M | 0.17% | −645−5.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,380 | $1.59M | 1.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 10,484 | $1.60M | 0.44% | 00.0% | Unchanged |
| Country Club Bank | 10,485 | $1.62M | 0.11% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,663 | $1.63M | 0.05% | +516+5.1% | Added |
| Prudential PLC | 10,686 | $1.64M | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,754 | $1.65M | 1.51% | +2,750+34.4% | Added |
| Fortem Financial Group, LLC | 10,785 | $1.65M | 0.67% | +281+2.7% | Added |
| RDA Financial Network | 10,923 | $1.67M | 0.52% | −160−1.4% | Reduced |
| TBH Global Asset Management, LLC | 10,940 | $1.68M | 0.37% | 00.0% | Unchanged |
| Carson Advisory Inc. | 10,940 | $1.68M | 1.05% | −25−0.2% | Reduced |
| Central Trust Co | 10,972 | $1.68M | 0.04% | −1,624−12.9% | Reduced |
| Vident Advisory, LLC | 10,975 | $1.68M | 0.04% | +1,346+14.0% | Added |
| Ar Asset Management Inc | 11,000 | $1.68M | 0.37% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,000 | $1.68M | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 11,025 | $1.69M | 0.42% | −482−4.2% | Reduced |
| Fulton Bank, N.A. | 11,099 | $1.70M | 0.06% | +118+1.1% | Added |
| Parcion Private Wealth LLC | 11,101 | $1.70M | 0.14% | +9,039+438.4% | Added |
| DoubleLine ETF Adviser LP | 11,134 | $1.70M | 0.42% | −733−6.2% | Reduced |
| Profund Advisors LLC | 11,185 | $1.71M | 0.06% | +279+2.6% | Added |
| Morse Asset Management, Inc | 11,232 | $1.72M | 0.37% | +80+0.7% | Added |
| SeaCrest Wealth Management, LLC | 11,255 | $1.72M | 0.19% | +769+7.3% | Added |
| Umb Bank N A | 11,256 | $1.72M | 0.03% | −1,174−9.4% | Reduced |
| Change Path, LLC | 11,259 | $1.72M | 0.06% | +5,393+91.9% | Added |
| WoodTrust Financial Corp | 11,259 | $1.73M | 0.25% | +500+4.6% | Added |
| Prio Wealth Limited Partnership | 11,266 | $1.73M | 0.05% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 11,313 | $1.73M | 0.53% | +6+0.1% | Added |