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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 40,703 | $6.31M | 0.04% | +10,275+33.8% | Added |
| Glassy Mountain Advisors, Inc. | 41,291 | $6.32M | 2.22% | +1,605+4.0% | Added |
| Howland Capital Management LLC | 41,354 | $6.33M | 0.27% | +2,658+6.9% | Added |
| SFE Investment Counsel | 41,407 | $6.34M | 1.32% | −320−0.8% | Reduced |
| Liontrust Investment Partners LLP | 51,313 | $6.35M | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 41,597 | $6.37M | 1.16% | −3,680−8.1% | Reduced |
| Ellsworth Advisors, LLC | 42,137 | $6.45M | 1.67% | −73−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 42,220 | $6.47M | 0.14% | +4,936+13.2% | Added |
| JRM Investment Counsel, LLC | 42,446 | $6.50M | 2.24% | −8,471−16.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 43,000 | $6.58M | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 43,098 | $6.60M | 0.61% | −325−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 43,189 | $6.61M | 0.07% | +20,102+87.1% | Added |
| Bremer Bank National Association | 43,471 | $6.66M | 1.26% | −650−1.5% | Reduced |
| Thrivent Financial for Lutherans | 43,846 | $6.71M | 0.01% | −768−1.7% | Reduced |
| Caldwell Trust Co | 43,953 | $6.73M | 0.71% | +309+0.7% | Added |
| Beta Wealth Group, Inc. | 44,037 | $6.74M | 3.04% | −4,229−8.8% | Reduced |
| Compass Wealth Management LLC | 44,158 | $6.76M | 1.59% | −575−1.3% | Reduced |
| HM Payson & Co | 45,033 | $6.90M | 0.12% | −517−1.1% | Reduced |
| Kavar Capital Partners Group, LLC | 45,246 | $6.93M | 1.10% | +52+0.1% | Added |
| Global Retirement Partners, LLC | 45,301 | $6.94M | 0.21% | −2,125−4.5% | Reduced |
| Fiduciary Group LLC | 46,346 | $7.10M | 0.72% | −547−1.2% | Reduced |
| Motco | 46,439 | $7.11M | 0.71% | −6,189−11.8% | Reduced |
| Kercheville Advisors, LLC | 46,664 | $7.15M | 3.01% | +4,880+11.7% | Added |
| Mizuho Securities USA LLC | 46,693 | $7.15M | 0.15% | −8,410−15.3% | Reduced |
| Candriam Luxembourg S.C.A. | 47,008 | $7.20M | 0.04% | +4,768+11.3% | Added |
| Carret Asset Management, LLC | 47,431 | $7.26M | 0.79% | +111+0.2% | Added |
| Atria Wealth Solutions, Inc. | 47,467 | $7.27M | 0.08% | −13,214−21.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 48,410 | $7.41M | 4.67% | −400−0.8% | Reduced |
| Davenport & Co LLC | 48,444 | $7.42M | 0.04% | −31,983−39.8% | Reduced |
| Davy Global Fund Management Ltd | 48,455 | $7.42M | 0.77% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 48,942 | $7.49M | 1.03% | +70+0.1% | Added |
| Covington Investment Advisors Inc. | 49,235 | $7.54M | 1.13% | +110+0.2% | Added |
| Narwhal Capital Management | 49,576 | $7.59M | 0.68% | −247−0.5% | Reduced |
| Royal Fund Management, LLC | 49,384 | $7.63M | 0.54% | −1,396−2.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 50,000 | $7.63M | 0.16% | −35,000−41.2% | Reduced |
| Kentucky Retirement Systems | 50,164 | $7.68M | 0.23% | −3,689−6.9% | Reduced |
| Security National Bank | 50,243 | $7.69M | 1.05% | −493−1.0% | Reduced |
| Triangle Securities Wealth Management | 50,271 | $7.70M | 1.99% | −1,538−3.0% | Reduced |
| Abn Amro Investment Solutions | 50,700 | $7.76M | 0.14% | −29,300−36.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 50,700 | $7.76M | 0.10% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 51,026 | $7.81M | 0.32% | −246−0.5% | Reduced |
| Act Two Investors LLC | 51,034 | $7.81M | 1.47% | −162−0.3% | Reduced |
| Vishria Bird Financial Group, LLC | 51,048 | $7.82M | 2.96% | −10.0% | Reduced |
| Quantinno Capital Management LP | 51,063 | $7.82M | 0.10% | +12,626+32.8% | Added |
| Tyler-Stone Wealth Management | 51,131 | $7.83M | 1.48% | +24,831+94.4% | Added |
| TCW Group Inc | 51,269 | $7.85M | 0.07% | −41,593−44.8% | Reduced |
| Apollon Wealth Management, LLC | 51,747 | $7.92M | 0.22% | +240+0.5% | Added |
| Old Point Trust & Financial Services N A | 51,805 | $7.93M | 2.85% | −705−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 52,769 | $8.08M | 0.51% | −1,390−2.6% | Reduced |
| Pacer Advisors, Inc. | 53,408 | $8.18M | 0.02% | +2,412+4.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 53,447 | $8.18M | 0.16% | +17,239+47.6% | Added |
| Nordea Investment Management AB | 53,541 | $8.20M | 0.01% | −986−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 53,777 | $8.23M | 0.18% | +16,452+44.1% | Added |
| Beacon Pointe Advisors, LLC | 54,030 | $8.27M | 0.10% | −1,578−2.8% | Reduced |
| Marietta Wealth Management, LLC | 54,145 | $8.29M | 1.20% | +1,110+2.1% | Added |
| Moors & Cabot, Inc. | 54,586 | $8.36M | 0.42% | −3,381−5.8% | Reduced |
| MAI Capital Management | 54,805 | $8.39M | 0.08% | +30+0.1% | Added |
| Allen Capital Group, LLC | 54,832 | $8.40M | 1.06% | −1,255−2.2% | Reduced |
| Ellis Investment Partners, LLC | 54,845 | $8.40M | 1.64% | −407−0.7% | Reduced |
| Stony Point Wealth Management Inc. | 54,988 | $8.42M | 3.55% | −5,558−9.2% | Reduced |
| Flossbach Von Storch AG | 55,000 | $8.42M | 0.03% | +55,000 | New |
| Kestra Private Wealth Services, LLC | 55,536 | $8.50M | 0.16% | −1,736−3.0% | Reduced |
| Wulff, Hansen & Co. | 55,851 | $8.55M | 8.04% | −3,445−5.8% | Reduced |
| Gulf International Bank (UK) Ltd | 56,176 | $8.60M | 0.22% | −2,407−4.1% | Reduced |
| Polar Capital Holdings Plc | 56,460 | $8.65M | 0.05% | +913+1.6% | Added |
| Allianz Asset Management GmbH | 57,002 | $8.73M | 0.01% | −14,070−19.8% | Reduced |
| Capital Group Private Client Services, Inc. | 57,077 | $8.74M | 0.08% | −110−0.2% | Reduced |
| Welch Group, LLC | 57,398 | $8.79M | 0.38% | +3,155+5.8% | Added |
| Silicon Valley Capital Partners | 57,554 | $8.81M | 1.15% | −2,286−3.8% | Reduced |
| Cornerstone Wealth Management, LLC | 57,897 | $8.87M | 0.62% | −1,047−1.8% | Reduced |
| Capital Fund Management S.A. | 58,151 | $8.90M | 0.10% | +33,326+134.2% | Added |
| American Century Companies Inc | 58,575 | $8.97M | 0.01% | −202−0.3% | Reduced |
| American Assets Capital Advisers, LLC | 58,823 | $9.01M | 2.76% | −5,450−8.5% | Reduced |
| Bridge Creek Capital Management LLC | 59,195 | $9.06M | 2.73% | −1,100−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 59,496 | $9.11M | 0.23% | +889+1.5% | Added |
| Jackson Wealth Management, LLC | 59,870 | $9.17M | 1.09% | +25,207+72.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 60,126 | $9.21M | 6.57% | −923−1.5% | Reduced |
| Assetmark, Inc | 60,182 | $9.22M | 0.03% | +11,441+23.5% | Added |
| Harbour Trust & Investment Management Co | 60,226 | $9.22M | 1.05% | +3,049+5.3% | Added |
| HRT Financial LP | 60,433 | $9.25M | 0.05% | +51,901+608.3% | Added |
| Embree Financial Group | 61,295 | $9.39M | 1.67% | +1,043+1.7% | Added |
| Wealthfront Advisers LLC | 61,326 | $9.39M | 0.03% | +25,651+71.9% | Added |
| Oregon Public Employees Retirement Fund | 61,615 | $9.44M | 0.18% | +270+0.4% | Added |
| Transcend Wealth Collective, LLC | 61,760 | $9.46M | 0.63% | −1,488−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 62,122 | $9.51M | 0.11% | +1,677+2.8% | Added |
| Independent Financial Group, LLC | 62,355 | $9.55M | 0.35% | +1,259+2.1% | Added |
| Bragg Financial Advisors, Inc | 62,361 | $9.55M | 0.39% | +586+0.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 62,438 | $9.56M | 1.80% | −2,897−4.4% | Reduced |
| Independent Advisor Alliance | 62,540 | $9.58M | 0.35% | −3,902−5.9% | Reduced |
| Perigon Wealth Management, LLC | 63,224 | $9.68M | 0.26% | −6,951−9.9% | Reduced |
| Garrison Bradford & Associates Inc | 63,306 | $9.69M | 9.61% | −6,220−8.9% | Reduced |
| Jones Financial Companies LLLP | 62,954 | $9.75M | 0.01% | +19,413+44.6% | Added |
| BigSur Wealth Management LLC | 64,895 | $9.94M | 2.74% | +80+0.1% | Added |
| O'Rourke & Company, Inc | 65,661 | $10.1M | 5.03% | −612−0.9% | Reduced |
| JustInvest LLC | 65,870 | $10.1M | 0.16% | +9,562+17.0% | Added |
| Northeast Financial Consultants Inc | 66,066 | $10.1M | 0.44% | +246+0.4% | Added |
| Cottage Street Advisors LLC | 66,818 | $10.2M | 5.57% | −107−0.2% | Reduced |
| Griffin Asset Management, Inc. | 66,864 | $10.2M | 1.15% | −506−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 67,920 | $10.4M | 0.22% | +5,239+8.4% | Added |
| Bradley Foster & Sargent Inc | 68,799 | $10.5M | 0.18% | +13,306+24.0% | Added |