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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 276 | $43.0K | 0.02% | +101+57.7% | Added |
| Hantz Financial Services, Inc. | 286 | $44.0K | 0.00% | −11−3.7% | Reduced |
| Chesapeake Asset Management LLC | 299 | $45.8K | 0.04% | +5+1.7% | Added |
| Beaird Harris Wealth Management, LLC | 303 | $46.4K | 0.00% | −60−16.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 312 | $47.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 313 | $47.9K | 0.01% | +310+10,333.3% | Added |
| Silvant Capital Management LLC | 315 | $48.2K | 0.00% | +315 | New |
| GW&K Investment Management, LLC | 341 | $52.0K | 0.00% | +43+14.4% | Added |
| AllSquare Wealth Management LLC | 346 | $53.0K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 350 | $53.6K | 0.02% | −114−24.6% | Reduced |
| Citizens National Bank Trust Department | 352 | $53.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 362 | $55.4K | 0.00% | +2+0.6% | Added |
| Addison Advisors LLC | 363 | $55.6K | 0.02% | +8+2.3% | Added |
| Ruedi Wealth Management, Inc. | 375 | $57.4K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 379 | $58.0K | 0.05% | +12+3.3% | Added |
| Rosenberg Matthew Hamilton | 384 | $58.8K | 0.02% | +132+52.4% | Added |
| Pinnacle Bancorp, Inc. | 400 | $61.3K | 0.02% | −213−34.7% | Reduced |
| Clear Point Advisors Inc. | 415 | $63.6K | 0.05% | −301−42.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 420 | $64.3K | 0.02% | −20−4.5% | Reduced |
| Banque Cantonale Vaudoise | 431 | $66.0K | 0.00% | +431 | New |
| Vermillion & White Wealth Management Group, LLC | 432 | $66.2K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 444 | $68.0K | 0.00% | +444 | New |
| First Financial Corp | 451 | $69.1K | 0.03% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 454 | $69.5K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 460 | $70.5K | 0.03% | +460 | New |
| Acadian Asset Management LLC | 470 | $71.0K | 0.00% | −34−6.7% | Reduced |
| PFS Partners, LLC | 467 | $71.5K | 0.04% | +1+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 469 | $71.8K | 0.01% | +13+2.9% | Added |
| Central Pacific Bank - Trust Division | 485 | $74.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 500 | $76.6K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 504 | $77.2K | 0.01% | +4+0.8% | Added |
| Wolff Wiese Magana LLC | 521 | $79.8K | 0.05% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 525 | $80.4K | 0.02% | +13+2.5% | Added |
| Stone House Investment Management, LLC | 536 | $82.1K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 540 | $82.7K | 0.05% | +3+0.6% | Added |
| Financial Perspectives, Inc | 560 | $85.8K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 560 | $85.8K | 0.02% | +560 | New |
| BFSG, LLC | 576 | $88.2K | 0.01% | −75−11.5% | Reduced |
| Providence Capital Advisors, LLC | 577 | $88.4K | 0.02% | +2+0.3% | Added |
| WR Wealth Planners, LLC | 599 | $91.8K | 0.03% | +160+36.4% | Added |
| Centerpoint Advisors, LLC | 600 | $92.0K | 0.03% | −233−28.0% | Reduced |
| Main Street Group, LTD | 601 | $92.0K | 0.04% | −398−39.8% | Reduced |
| SJS Investment Consulting Inc. | 610 | $93.4K | 0.02% | +98+19.1% | Added |
| Beacon Capital Management, LLC | 623 | $95.4K | 0.01% | +15+2.5% | Added |
| Alpine Bank Wealth Management | 628 | $96.2K | 0.02% | +628 | New |
| Avalon Trust Co | 633 | $96.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 581 | $97.0K | 0.03% | +581 | New |
| Bank of New Hampshire | 635 | $97.2K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 650 | $99.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 653 | $100.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $102.4K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 686 | $105.0K | 0.05% | +4+0.6% | Added |
| Strategic Investment Solutions, Inc. | 688 | $105.3K | 0.03% | +377+121.2% | Added |
| Carmichael Hill & Associates, Inc. | 697 | $106.7K | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 700 | $107.2K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 700 | $107.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 712 | $109.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 718 | $110.0K | 0.02% | +4+0.6% | Added |
| Bruce G. Allen Investments, LLC | 733 | $112.2K | 0.09% | +264+56.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 740 | $113.3K | 0.04% | +130+21.3% | Added |
| DAGCO, Inc. | 750 | $114.8K | 0.05% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 750 | $114.8K | 0.07% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 750 | $114.8K | 0.09% | +750 | New |
| Pension & Wealth Management Advisors, Inc. | 755 | $115.7K | 0.06% | −27−3.5% | Reduced |
| Plato Investment Management Ltd | 759 | $116.1K | 0.01% | +438+136.4% | Added |
| Sound Income Strategies, LLC | 763 | $116.8K | 0.01% | −18−2.3% | Reduced |
| Provenance Wealth Advisors, LLC | 764 | $117.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 780 | $119.4K | 0.05% | −100−11.4% | Reduced |
| West Paces Advisors Inc. | 800 | $122.5K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 808 | $123.7K | 0.01% | −14−1.7% | Reduced |
| MV Capital Management, Inc. | 819 | $125.4K | 0.01% | +120+17.2% | Added |
| Davis Capital Management | 877 | $134.4K | 0.11% | +1+0.1% | Added |
| Asset Dedication, LLC | 898 | $137.5K | 0.01% | +143+18.9% | Added |
| Global Trust Asset Management, LLC | 900 | $137.8K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 900 | $137.8K | 0.10% | +900 | New |
| Acropolis Investment Management, LLC | 902 | $138.1K | 0.01% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 917 | $140.5K | 0.05% | +917 | New |
| Vestor Capital, LLC | 943 | $144.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 948 | $145.0K | 0.00% | +77+8.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 960 | $147.0K | 0.00% | +418+77.1% | Added |
| Quintet Private Bank (Europe) S.A. | 996 | $152.6K | 0.01% | +114+12.9% | Added |
| Ostrum Asset Management | 999 | $153.0K | 0.01% | +13+1.3% | Added |
| Islay Capital Management, LLC | 1,000 | $153.1K | 0.10% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $153.1K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,019 | $156.0K | 0.02% | +62+6.5% | Added |
| Covestor Ltd | 1,072 | $164.0K | 0.10% | −73−6.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,079 | $165.2K | 0.05% | +7+0.7% | Added |
| Delta Asset Management LLC | 1,080 | $165.4K | 0.01% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 1,139 | $174.4K | 0.15% | +1,139 | New |
| Wintrust Investments LLC | 1,147 | $175.0K | 0.13% | −13,208−92.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,149 | $175.0K | 0.05% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,159 | $178.0K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,166 | $178.6K | 0.07% | +1,166 | New |
| Exchange Traded Concepts, LLC | 1,167 | $178.7K | 0.00% | +1,116+2,188.2% | Added |
| Blue Chip Partners, Inc. | 1,171 | $179.2K | 0.02% | +2+0.2% | Added |
| Hoertkorn Richard Charles | 1,175 | $179.9K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,200 | $183.8K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,201 | $183.9K | 0.04% | −100−7.7% | Reduced |
| First Personal Financial Services | 1,202 | $184.1K | 0.04% | +2+0.2% | Added |
| MCF Advisors LLC | 1,203 | $184.2K | 0.01% | +116+10.7% | Added |