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 |
|---|---|---|---|---|---|
| David Loasby | 11,467 | $1.73M | 0.16% | +379+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,364 | $1.74M | 0.07% | −4,164−26.8% | Reduced |
| Investors Asset Management of Georgia Inc | 11,370 | $1.74M | 0.82% | −1,045−8.4% | Reduced |
| Prosperity Consulting Group, LLC | 11,393 | $1.74M | 0.14% | +5,570+95.7% | Added |
| SFMG, LLC | 11,407 | $1.75M | 0.14% | +49+0.4% | Added |
| Altus Wealth Group LLC | 11,431 | $1.75M | 0.75% | +2,200+23.8% | Added |
| Missouri Trust & Investment Co | 11,483 | $1.76M | 0.61% | −332−2.8% | Reduced |
| Moseley Investment Management Inc | 11,565 | $1.77M | 0.71% | +326+2.9% | Added |
| Summit Financial, LLC | 11,571 | $1.77M | 0.07% | +4,288+58.9% | Added |
| Clarius Group, LLC | 11,671 | $1.77M | 0.12% | +101+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,576 | $1.77M | 0.01% | −5,636−32.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.77M | 0.14% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 11,600 | $1.78M | 0.15% | +183+1.6% | Added |
| Marcum Wealth, LLC | 11,605 | $1.78M | 0.17% | −516−4.3% | Reduced |
| Good Life Advisors, LLC | 11,633 | $1.78M | 0.11% | −75−0.6% | Reduced |
| Westside Investment Management, Inc. | 11,650 | $1.78M | 0.38% | −1,315−10.1% | Reduced |
| Castle Rock Wealth Management, LLC | 11,896 | $1.79M | 0.43% | +153+1.3% | Added |
| TCG Advisory Services, LLC | 11,709 | $1.79M | 0.08% | +1,649+16.4% | Added |
| Ballentine Partners, LLC | 11,718 | $1.79M | 0.03% | +2,413+25.9% | Added |
| Private Trust Co NA | 11,733 | $1.80M | 0.18% | −101−0.9% | Reduced |
| Spirit of America Management Corp | 11,750 | $1.80M | 0.36% | +200+1.7% | Added |
| Coldstream Capital Management Inc | 11,127 | $1.82M | 0.04% | +4,811+76.2% | Added |
| Capital Investment Advisors, LLC | 11,942 | $1.83M | 0.04% | −167−1.4% | Reduced |
| Hollencrest Capital Management | 11,987 | $1.84M | 0.08% | +20+0.2% | Added |
| TCTC Holdings, LLC | 12,000 | $1.84M | 0.06% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 12,021 | $1.84M | 0.04% | +585+5.1% | Added |
| Sandbox Financial Partners, LLC | 12,109 | $1.85M | 0.66% | +229+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 12,157 | $1.86M | 0.18% | −4,164−25.5% | Reduced |
| Crescent Grove Advisors, LLC | 12,189 | $1.87M | 0.19% | 00.0% | Unchanged |
| Welch & Forbes LLC | 12,202 | $1.87M | 0.02% | +178+1.5% | Added |
| Waterfront Wealth Inc. | 11,100 | $1.87M | 0.46% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,253 | $1.88M | 0.09% | −1,584−11.4% | Reduced |
| Segment Wealth Management, LLC | 12,260 | $1.88M | 0.13% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12,351 | $1.88M | 0.05% | −204−1.6% | Reduced |
| AlphaCore Capital LLC | 12,290 | $1.88M | 0.42% | +189+1.6% | Added |
| Xcel Wealth Management, LLC | 12,293 | $1.88M | 0.55% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12,362 | $1.89M | 0.34% | −480−3.7% | Reduced |
| Adviser Investments LLC | 12,388 | $1.90M | 0.02% | −465−3.6% | Reduced |
| Brave Asset Management Inc | 12,419 | $1.90M | 0.47% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 12,426 | $1.90M | 0.21% | −723−5.5% | Reduced |
| Citizens & Northern Corp | 12,469 | $1.91M | 0.57% | +875+7.5% | Added |
| Modern Wealth Management, LLC | 12,515 | $1.92M | 0.12% | +324+2.7% | Added |
| Hilltop National Bank | 12,528 | $1.92M | 0.58% | +335+2.7% | Added |
| WSFS Capital Management, LLC | 12,566 | $1.92M | 0.10% | −1,399−10.0% | Reduced |
| Capstone Investment Advisors, LLC | 12,578 | $1.93M | 0.04% | +12,578 | New |
| Procyon Private Wealth Partners, LLC | 12,657 | $1.94M | 0.13% | −401−3.1% | Reduced |
| First United Bank Trust | 12,680 | $1.94M | 0.70% | −565−4.3% | Reduced |
| Bank Ozk | 12,688 | $1.94M | 0.80% | −140−1.1% | Reduced |
| Ocean Capital Management, LLC | 12,739 | $1.95M | 0.46% | +12,739 | New |
| Matrix Private Capital Group LLC | 12,779 | $1.96M | 1.13% | −775−5.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,825 | $1.96M | 0.08% | −25−0.2% | Reduced |
| Osprey Private Wealth LLC | 12,835 | $1.97M | 1.38% | +12,835 | New |
| Lodestone Wealth Management LLC | 12,858 | $1.97M | 1.00% | −678−5.0% | Reduced |
| Merit Financial Group, LLC | 12,864 | $1.97M | 0.04% | +2,634+25.7% | Added |
| O'Neil Global Advisors, Inc. | 12,880 | $1.97M | 0.50% | +12,880 | New |
| Brandywine Oak Private Wealth LLC | 12,919 | $1.98M | 0.19% | 00.0% | Unchanged |
| Man Group plc | 12,997 | $1.99M | 0.01% | −19,806−60.4% | Reduced |
| Dimension Capital Management LLC | 13,064 | $2.00M | 0.38% | −118−0.9% | Reduced |
| Norway Savings Bank | 13,094 | $2.01M | 1.09% | +406+3.2% | Added |
| Landscape Capital Management, L.L.C. | 13,113 | $2.01M | 0.20% | +13,113 | New |
| Klingman & Associates, LLC | 13,139 | $2.01M | 0.12% | −63−0.5% | Reduced |
| Smith, Moore & Co. | 13,195 | $2.02M | 0.19% | −240−1.8% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $2.02M | 2.18% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 13,245 | $2.03M | 0.03% | +369+2.9% | Added |
| L.M. Kohn & Company | 13,280 | $2.03M | 0.52% | +151+1.2% | Added |
| Accretive Wealth Partners, LLC | 13,435 | $2.06M | 0.86% | −323−2.3% | Reduced |
| Ameritas Advisory Services, LLC | 13,579 | $2.08M | 0.09% | −2,655−16.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,765 | $2.11M | 1.55% | −75−0.5% | Reduced |
| Choate Investment Advisors | 13,789 | $2.11M | 0.05% | +1,471+11.9% | Added |
| Caz Investments LP | 13,800 | $2.11M | 1.96% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 13,824 | $2.12M | 0.03% | +6,852+98.3% | Added |
| Accel Wealth Management | 13,833 | $2.12M | 0.79% | −335−2.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,881 | $2.13M | 0.99% | −196−1.4% | Reduced |
| Hilltop Holdings Inc. | 13,895 | $2.13M | 0.14% | +1,709+14.0% | Added |
| Harbor Capital Advisors, Inc. | 13,926 | $2.13M | 0.09% | +64+0.5% | Added |
| Farther Finance Advisors, LLC | 13,971 | $2.14M | 0.08% | +4,393+45.9% | Added |
| Park Avenue Securities LLC | 13,988 | $2.14M | 0.02% | −6,340−31.2% | Reduced |
| Valeo Financial Advisors, LLC | 14,021 | $2.15M | 0.06% | +1,693+13.7% | Added |
| Redmond Asset Management, LLC | 14,063 | $2.15M | 0.68% | −123−0.9% | Reduced |
| Zevenbergen Capital Investments LLC | 14,120 | $2.16M | 0.05% | +235+1.7% | Added |
| Keybank National Association | 14,123 | $2.16M | 0.01% | +209+1.5% | Added |
| IHT Wealth Management, LLC | 14,168 | $2.16M | 0.06% | +5,125+56.7% | Added |
| Wetherby Asset Management Inc | 14,148 | $2.17M | 0.10% | −147−1.0% | Reduced |
| Frank, Rimerman Advisors LLC | 14,178 | $2.17M | 0.15% | +189+1.4% | Added |
| Vestcor Inc | 14,237 | $2.18M | 0.07% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 13,150 | $2.19M | 0.21% | +1,366+11.6% | Added |
| Summit Trail Advisors, LLC | 14,346 | $2.20M | 0.05% | +285+2.0% | Added |
| Thoroughbred Financial Services, LLC | 14,420 | $2.21M | 0.14% | +106+0.7% | Added |
| Scientech Research LLC | 14,424 | $2.21M | 0.44% | +3,405+30.9% | Added |
| Chickasaw Capital Management LLC | 14,474 | $2.22M | 0.09% | +425+3.0% | Added |
| Independent Solutions Wealth Management, LLC | 14,504 | $2.22M | 0.50% | +425+3.0% | Added |
| Western Wealth Management, LLC | 14,564 | $2.23M | 0.13% | −65−0.4% | Reduced |
| Conway Capital Management, Inc. | 14,567 | $2.23M | 1.08% | +326+2.3% | Added |
| Stiles Financial Services Inc | 14,633 | $2.24M | 0.79% | −605−4.0% | Reduced |
| Opinicus Capital, Inc. | 14,712 | $2.25M | 1.80% | −1,376−8.6% | Reduced |
| Hills Bank & Trust Co | 14,839 | $2.27M | 0.17% | −172−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 14,882 | $2.28M | 0.12% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 14,857 | $2.28M | 0.16% | −341−2.2% | Reduced |
| River Street Advisors LLC | 14,889 | $2.28M | 1.24% | +614+4.3% | Added |
| RiverPark Advisors, LLC | 14,925 | $2.29M | 1.87% | −3,673−19.7% | Reduced |