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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 1,574 | $241.0K | 0.02% | +1,574 | New |
| New Potomac Partners, LLC | 1,576 | $241.4K | 0.12% | +1,576 | New |
| Plancorp, LLC | 1,578 | $241.6K | 0.01% | +1,578 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,425 | $241.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,579 | $241.8K | 0.02% | +471+42.5% | Added |
| Charter Oak Capital Management, LLC | 1,580 | $241.9K | 0.02% | +1,580 | New |
| Clarity Capital Partners LLC | 1,585 | $242.7K | 0.14% | +1,585 | New |
| Pitcairn Co | 1,586 | $242.9K | 0.01% | −306−16.2% | Reduced |
| Canandaigua National Bank & Trust Co | 1,596 | $244.4K | 0.02% | +1,596 | New |
| Atlas Capital Advisors LLC | 1,600 | $245.0K | 0.04% | −2,000−55.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,602 | $245.3K | 0.01% | +1,602 | New |
| Cidel Asset Management Inc | 1,613 | $247.0K | 0.02% | −79−4.7% | Reduced |
| Mystic Asset Management, Inc. | 1,617 | $247.6K | 0.09% | −28−1.7% | Reduced |
| McAdam, LLC | 1,624 | $248.7K | 0.01% | +1,624 | New |
| Pegasus Asset Management, Inc. | 1,625 | $248.8K | 0.09% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,630 | $249.5K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,615 | $250.2K | 0.15% | +1,615 | New |
| Chesapeake Wealth Management | 1,638 | $250.8K | 0.09% | +1,638 | New |
| Lee Danner & Bass Inc | 1,638 | $251.0K | 0.02% | +1,638 | New |
| ZWJ Investment Counsel Inc | 1,640 | $251.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,643 | $251.6K | 0.07% | −50−3.0% | Reduced |
| Zacks Investment Management | 1,645 | $251.9K | 0.00% | −3,179−65.9% | Reduced |
| Allianz SE | 1,650 | $252.7K | 0.01% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,650 | $252.7K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,650 | $252.7K | 0.05% | +1,650 | New |
| X-Square Capital, LLC | 1,653 | $253.0K | 0.11% | +8+0.5% | Added |
| Ground Swell Capital, LLC | 1,656 | $253.6K | 0.36% | +1,656 | New |
| New Wave Wealth Advisors LLC | 1,656 | $253.6K | 0.12% | −155−8.6% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,656 | $253.6K | 0.12% | +1,656 | New |
| Schwab Charitable Fund | 1,659 | $254.0K | 0.01% | −266−13.8% | Reduced |
| ICONIQ Capital, LLC | 1,663 | $254.7K | 0.01% | +1,663 | New |
| Blankinship & Foster, LLC | 1,669 | $255.6K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,675 | $256.5K | 0.02% | +20+1.2% | Added |
| Childress Capital Advisors, LLC | 1,688 | $258.5K | 0.07% | +1,688 | New |
| Shufro Rose & Co LLC | 2,090 | $258.7K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,693 | $259.2K | 0.01% | +10+0.6% | Added |
| Grove Bank & Trust | 1,695 | $259.6K | 0.04% | +29+1.7% | Added |
| RIA Advisory Group LLC | 1,699 | $260.2K | 0.09% | +1,699 | New |
| Guyasuta Investment Advisors Inc | 1,700 | $260.3K | 0.02% | 00.0% | Unchanged |
| Novare Capital Management LLC | 1,706 | $261.2K | 0.02% | −60−3.4% | Reduced |
| Perissos Private Wealth Management, LLC | 1,711 | $262.0K | 0.21% | +11+0.6% | Added |
| Builder Investment Group Inc | 1,711 | $262.0K | 0.07% | −50−2.8% | Reduced |
| Brown Capital Management LLC | 1,712 | $262.2K | 0.01% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,714 | $262.5K | 0.07% | 00.0% | Unchanged |
| BNP Paribas | 1,720 | $263.4K | 0.01% | +480+38.7% | Added |
| Doheny Asset Management | 1,725 | $264.0K | 0.18% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,729 | $264.8K | 0.16% | +1,729 | New |
| Laidlaw Wealth Management LLC | 1,730 | $264.9K | 0.13% | −10−0.6% | Reduced |
| Madison Asset Management, LLC | 1,731 | $265.1K | 0.00% | +10+0.6% | Added |
| Park Edge Advisors, LLC | 1,732 | $265.2K | 0.08% | +2+0.1% | Added |
| Kathleen S. Wright Associates Inc. | 1,740 | $266.4K | 0.11% | +225+14.9% | Added |
| Hoxton Planning & Management, LLC | 1,742 | $266.8K | 0.10% | −5−0.3% | Reduced |
| City State Bank | 1,747 | $267.5K | 0.10% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 1,748 | $267.7K | 0.10% | 00.0% | Unchanged |
| Trust Investment Advisors | 1,750 | $268.0K | 0.17% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,758 | $269.2K | 0.02% | +1,758 | New |
| Regent Peak Wealth Advisors LLC | 1,762 | $269.9K | 0.06% | +46+2.7% | Added |
| Selective Wealth Management, Inc. | 1,810 | $270.5K | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,767 | $270.6K | 0.09% | +1,767 | New |
| Birchcreek Wealth Management, LLC | 1,770 | $271.0K | 0.18% | +91+5.4% | Added |
| Formidable Asset Management, LLC | 1,770 | $271.0K | 0.04% | −43−2.4% | Reduced |
| Planning Capital Management Corp | 1,771 | $271.2K | 0.18% | +1,607+979.9% | Added |
| Sivia Capital Partners, LLC | 1,774 | $271.6K | 0.16% | +27+1.5% | Added |
| Parkside Advisors LLC | 1,787 | $273.7K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,795 | $274.9K | 0.09% | +1,795 | New |
| Culbertson A N & Co Inc | 1,800 | $275.6K | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,779 | $275.6K | 0.05% | +18+1.0% | Added |
| Watershed Private Wealth LLC | 1,801 | $275.8K | 0.11% | +106+6.3% | Added |
| Spinnaker Investment Group, LLC | 1,805 | $276.4K | 0.07% | −2,242−55.4% | Reduced |
| OneAscent Financial Services LLC | 1,813 | $278.0K | 0.20% | −212−10.5% | Reduced |
| Indiana Trust & Investment Management CO | 1,818 | $278.4K | 0.09% | +19+1.1% | Added |
| Banque Pictet & Cie SA | 1,820 | $278.7K | 0.00% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1,839 | $281.6K | 0.09% | −495−21.2% | Reduced |
| Capital Asset Advisory Services LLC | 1,886 | $281.9K | 0.01% | −565−23.1% | Reduced |
| Full Sail Capital, LLC | 1,854 | $283.9K | 0.02% | 00.0% | Unchanged |
| Bank Hapoalim BM | 1,858 | $285.0K | 0.04% | −4,085−68.7% | Reduced |
| Oakworth Capital, Inc. | 1,864 | $285.4K | 0.02% | +94+5.3% | Added |
| Alerus Financial NA | 1,872 | $286.7K | 0.02% | −2,601−58.1% | Reduced |
| Argus Investors' Counsel, Inc. | 1,875 | $287.1K | 0.19% | +96+5.4% | Added |
| Omnia Family Wealth, LLC | 1,881 | $288.0K | 0.12% | +52+2.8% | Added |
| Oak Ridge Investments LLC | 1,881 | $288.0K | 0.03% | +26+1.4% | Added |
| JSF Financial, LLC | 1,884 | $288.5K | 0.08% | −39−2.0% | Reduced |
| Facet Wealth, Inc. | 1,718 | $288.9K | 0.01% | −11−0.6% | Reduced |
| Onefund, LLC | 1,891 | $289.6K | 0.29% | +12+0.6% | Added |
| Covenant Partners, LLC | 1,892 | $289.7K | 0.08% | +1,892 | New |
| Paloma Partners Management Co | 1,895 | $290.2K | 0.02% | −3,145−62.4% | Reduced |
| Alta Advisers Ltd | 1,900 | $290.9K | 0.13% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,901 | $291.0K | 0.03% | +1,901 | New |
| Saxon Interests, Inc. | 1,904 | $291.6K | 0.13% | +5+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 1,908 | $292.2K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,911 | $292.6K | 0.06% | +56+3.0% | Added |
| MJP Associates Inc | 1,917 | $293.6K | 0.06% | −2,603−57.6% | Reduced |
| Cadinha & Co LLC | 1,925 | $294.8K | 0.05% | 00.0% | Unchanged |
| W Advisors, LLC | 1,926 | $294.9K | 0.18% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,928 | $295.3K | 0.03% | −239−11.0% | Reduced |
| CCG Wealth Management, LLC | 1,944 | $297.7K | 0.17% | +39+2.0% | Added |
| Everett Harris & Co | 1,949 | $298.4K | 0.00% | −10−0.5% | Reduced |
| Avondale Wealth Management | 1,950 | $298.6K | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,955 | $299.4K | 0.16% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,960 | $300.0K | 0.02% | −5,200−72.6% | Reduced |