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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Harvest Investment Advisors, LLC | 14,953 | $2.29M | 1.56% | −305−2.0% | Reduced |
| Pittenger & Anderson Inc | 14,970 | $2.29M | 0.09% | +645+4.5% | Added |
| White Knight Strategic Wealth Advisors, LLC | 14,985 | $2.29M | 2.08% | −1,586−9.6% | Reduced |
| Gateway Investment Advisers LLC | 15,002 | $2.30M | 0.03% | −87−0.6% | Reduced |
| Signaturefd, LLC | 15,036 | $2.30M | 0.04% | +1,421+10.4% | Added |
| Pinnacle West Asset Management, Inc. | 15,055 | $2.31M | 1.65% | −100−0.7% | Reduced |
| Belpointe Asset Management LLC | 15,065 | $2.31M | 0.14% | −2,593−14.7% | Reduced |
| Sit Investment Associates Inc | 15,100 | $2.31M | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 15,148 | $2.32M | 0.40% | +122+0.8% | Added |
| Taylor Financial Group, Inc. | 15,266 | $2.34M | 1.62% | +113+0.7% | Added |
| Linden Thomas Advisory Services, LLC | 15,266 | $2.34M | 0.32% | +650+4.4% | Added |
| XML Financial, LLC | 15,310 | $2.34M | 0.22% | −466−3.0% | Reduced |
| GoalVest Advisory LLC | 15,325 | $2.35M | 0.67% | −1,100−6.7% | Reduced |
| Nations Financial Group Inc, | 15,336 | $2.35M | 0.17% | −264−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 15,536 | $2.38M | 0.14% | +10,334+198.7% | Added |
| Rossmore Private Capital | 15,539 | $2.38M | 0.29% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 15,545 | $2.38M | 0.53% | −521−3.2% | Reduced |
| Penbrook Management LLC | 15,600 | $2.39M | 1.55% | −1,000−6.0% | Reduced |
| Dearborn Partners LLC | 15,668 | $2.40M | 0.10% | −514−3.2% | Reduced |
| TrinityPoint Wealth, LLC | 15,837 | $2.43M | 0.35% | −64−0.4% | Reduced |
| Acorn Wealth Advisors, LLC | 15,928 | $2.44M | 1.05% | +111+0.7% | Added |
| Nomura Holdings Inc | 15,974 | $2.45M | 0.02% | −59,099−78.7% | Reduced |
| Modera Wealth Management, LLC | 16,016 | $2.45M | 0.03% | +10.0% | Added |
| Avidian Wealth Solutions, LLC | 16,125 | $2.47M | 0.11% | +120+0.7% | Added |
| Koa Wealth Management, LLC | 16,125 | $2.47M | 1.91% | −2,094−11.5% | Reduced |
| MWA Asset Management | 16,152 | $2.47M | 1.64% | +85+0.5% | Added |
| Northcape Wealth Management, LLC | 16,374 | $2.51M | 0.82% | −1,322−7.5% | Reduced |
| Institute for Wealth Management, LLC. | 16,473 | $2.52M | 0.32% | −60.0% | Reduced |
| Intrepid Financial Planning Group LLC | 16,473 | $2.52M | 1.08% | −645−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 16,485 | $2.52M | 0.16% | +1,054+6.8% | Added |
| Atomi Financial Group, Inc. | 16,487 | $2.52M | 0.16% | +1,404+9.3% | Added |
| United Services Automobile Association | 16,605 | $2.54M | 0.06% | −3,704−18.2% | Reduced |
| Joel Isaacson & Co., LLC | 16,634 | $2.55M | 0.12% | +45+0.3% | Added |
| First National Bank Sioux Falls | 16,693 | $2.56M | 1.16% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 16,787 | $2.57M | 0.34% | −11−0.1% | Reduced |
| Toroso Investments, LLC | 16,794 | $2.57M | 0.03% | −19,892−54.2% | Reduced |
| Madison Park Capital Advisors, LLC | 16,817 | $2.58M | 1.93% | +245+1.5% | Added |
| Principal Securities, Inc. | 16,865 | $2.58M | 0.06% | −927−5.2% | Reduced |
| Baldwin Investment Management, LLC | 16,922 | $2.59M | 0.32% | −195−1.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 16,949 | $2.60M | 0.33% | −507−2.9% | Reduced |
| True North Advisors, LLC | 17,055 | $2.61M | 0.68% | −1,802−9.6% | Reduced |
| Herbst Group, LLC | 17,076 | $2.61M | 1.62% | −300−1.7% | Reduced |
| Blue Fin Capital, Inc. | 17,132 | $2.62M | 0.50% | +747+4.6% | Added |
| Citizens Financial Group Inc | 17,238 | $2.64M | 0.05% | +3,126+22.2% | Added |
| Blue Square Asset Management, LLC | 17,241 | $2.64M | 1.42% | +531+3.2% | Added |
| Intellectus Partners, LLC | 17,414 | $2.67M | 0.68% | +857+5.2% | Added |
| Robeco Institutional Asset Management B.V. | 17,438 | $2.67M | 0.01% | +3,762+27.5% | Added |
| Ossiam | 17,462 | $2.67M | 0.05% | −20,253−53.7% | Reduced |
| Benjamin Edwards Inc | 17,463 | $2.67M | 0.04% | +12,725+268.6% | Added |
| Terra Nova Asset Management LLC | 17,507 | $2.68M | 1.99% | +55+0.3% | Added |
| Assenagon Asset Management S.A. | 17,555 | $2.69M | 0.01% | +1,425+8.8% | Added |
| Schechter Investment Advisors, LLC | 17,555 | $2.69M | 0.20% | −168−0.9% | Reduced |
| Veriti Management LLC | 17,563 | $2.69M | 0.14% | +3,745+27.1% | Added |
| StrongBox Wealth, LLC | 17,594 | $2.69M | 1.15% | +320+1.9% | Added |
| HighPoint Advisor Group LLC | 16,065 | $2.70M | 0.16% | −248−1.5% | Reduced |
| Mutual Advisors, LLC | 15,951 | $2.71M | 0.08% | +452+2.9% | Added |
| Sigma Planning Corp | 17,699 | $2.71M | 0.08% | −468−2.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 17,763 | $2.72M | 0.36% | +126+0.7% | Added |
| Krilogy Financial LLC | 17,854 | $2.73M | 0.19% | +11+0.1% | Added |
| Canton Hathaway, LLC | 17,852 | $2.73M | 0.68% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 16,145 | $2.74M | 0.29% | +141+0.9% | Added |
| Garrett Investment Advisors LLC | 17,927 | $2.75M | 0.28% | +638+3.7% | Added |
| Royal Capital Wealth Management, LLC | 18,008 | $2.76M | 1.95% | −291−1.6% | Reduced |
| Valley National Advisers Inc | 18,051 | $2.76M | 0.50% | −1,298−6.7% | Reduced |
| Principle Wealth Partners LLC | 18,057 | $2.77M | 0.20% | −1,040−5.4% | Reduced |
| JBR Co Financial Management Inc | 18,171 | $2.78M | 1.82% | 00.0% | Unchanged |
| Marion Wealth Management | 18,211 | $2.79M | 0.74% | +189+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 18,242 | $2.79M | 0.10% | +427+2.4% | Added |
| Hamilton Capital Partners Inc. | 18,280 | $2.80M | 0.24% | +83+0.5% | Added |
| King Wealth | 18,294 | $2.80M | 0.44% | +30.0% | Added |
| AQR Capital Management LLC | 18,348 | $2.80M | 0.00% | −1,464−7.4% | Reduced |
| Great Lakes Retirement, Inc. | 18,306 | $2.80M | 0.36% | +577+3.3% | Added |
| Ellerson Group Inc | 18,312 | $2.80M | 2.20% | −1,184−6.1% | Reduced |
| TownSquare Capital, LLC | 18,367 | $2.81M | 0.03% | +1,466+8.7% | Added |
| Bay Rivers Group | 18,372 | $2.81M | 1.40% | −1,300−6.6% | Reduced |
| Magnus Financial Group LLC | 18,425 | $2.82M | 0.29% | −351−1.9% | Reduced |
| South Dakota Investment Council | 18,480 | $2.83M | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 18,585 | $2.85M | 1.01% | −345−1.8% | Reduced |
| Tealwood Asset Management Inc | 18,670 | $2.86M | 1.25% | −314−1.7% | Reduced |
| IMC-Chicago, LLC | 18,728 | $2.87M | 0.08% | +18,728 | New |
| Proactive Wealth Strategies LLC | 18,747 | $2.87M | 1.59% | +18,747 | New |
| Daymark Wealth Partners, LLC | 18,921 | $2.90M | 0.12% | +324+1.7% | Added |
| Platform Technology Partners | 18,981 | $2.91M | 0.91% | +787+4.3% | Added |
| Capital City Trust Co | 19,066 | $2.92M | 0.72% | +933+5.1% | Added |
| Trust Co of Toledo NA | 19,184 | $2.94M | 0.40% | +3,625+23.3% | Added |
| Berkshire Asset Management LLC | 23,773 | $2.94M | 0.15% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 19,237 | $2.95M | 0.49% | −103−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 19,340 | $2.96M | 0.14% | −21,345−52.5% | Reduced |
| Ballast Advisors LLC | 19,346 | $2.96M | 0.92% | −836−4.1% | Reduced |
| Gotham Asset Management, LLC | 19,458 | $2.98M | 0.03% | +570+3.0% | Added |
| Transform Wealth, LLC | 19,555 | $2.99M | 0.20% | −691−3.4% | Reduced |
| Raymond James Trust N.A. | 19,569 | $3.00M | 0.07% | −2,056−9.5% | Reduced |
| Alaethes Wealth LLC | 19,624 | $3.00M | 1.11% | −1,433−6.8% | Reduced |
| Kingsview Wealth Management, LLC | 19,773 | $3.03M | 0.06% | −804−3.9% | Reduced |
| Two Sigma Securities, LLC | 19,773 | $3.03M | 0.24% | +498+2.6% | Added |
| St. Clair Advisors, LLC | 19,839 | $3.04M | 0.86% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 19,858 | $3.04M | 0.08% | −226−1.1% | Reduced |
| Grandview Asset Management LLC | 19,967 | $3.06M | 1.75% | −5,501−21.6% | Reduced |
| EULAV Asset Management | 20,000 | $3.06M | 0.07% | 00.0% | Unchanged |
| Hudock, Inc. | 20,011 | $3.06M | 0.53% | +424+2.2% | Added |