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 |
|---|---|---|---|---|---|
| PFG Advisors | 1,962 | $300.5K | 0.02% | −67−3.3% | Reduced |
| Blue Investment Partners LLC | 1,967 | $301.2K | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,972 | $302.0K | 0.19% | +4+0.2% | Added |
| Maltin Wealth Management, Inc. | 1,980 | $303.2K | 0.15% | +4+0.2% | Added |
| Aaron Wealth Advisors | 1,985 | $304.0K | 0.04% | +355+21.8% | Added |
| Deseret Mutual Benefit Administrators | 1,988 | $304.4K | 0.15% | −135−6.4% | Reduced |
| Lee Financial Co | 1,989 | $304.5K | 0.04% | +240+13.7% | Added |
| Slow Capital, Inc. | 1,990 | $304.7K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,996 | $305.6K | 0.03% | +7+0.4% | Added |
| Searle & Co. | 2,000 | $306.3K | 0.08% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,000 | $306.3K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,000 | $306.3K | 0.21% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 2,000 | $306.3K | 0.17% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 2,016 | $308.7K | 0.12% | +10.0% | Added |
| Delta Wealth Advisors LLC | 2,023 | $309.8K | 0.30% | 00.0% | Unchanged |
| Sachetta, LLC | 2,025 | $310.1K | 0.12% | +247+13.9% | Added |
| Peddock Capital Advisors, LLC | 2,035 | $311.6K | 0.07% | +149+7.9% | Added |
| Kellett Schaffner Wealth Advisors LLC | 2,044 | $313.0K | 0.22% | +10.0% | Added |
| Wolff Financial Management LLC | 2,045 | $313.0K | 0.09% | +10.0% | Added |
| Catalina Capital Group, LLC | 2,052 | $314.2K | 0.11% | +314+18.1% | Added |
| Cromwell Holdings LLC | 2,059 | $315.3K | 0.20% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,061 | $315.6K | 0.01% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,063 | $315.8K | 0.12% | +12+0.6% | Added |
| Confluence Wealth Services, Inc. | 2,069 | $316.8K | 0.02% | −11−0.5% | Reduced |
| Objective Capital Management, LLC | 2,070 | $316.9K | 0.19% | +2,070 | New |
| Fonville Wealth Management LLC | 2,070 | $317.0K | 0.11% | +219+11.8% | Added |
| Traphagen Investment Advisors LLC | 2,073 | $317.5K | 0.03% | +45+2.2% | Added |
| AA Financial Advisors, LLC | 2,078 | $318.2K | 0.09% | +2,078 | New |
| Bank of Nova Scotia Trust Co | 2,085 | $319.3K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,094 | $320.7K | 0.03% | +119+6.0% | Added |
| Pictet & Cie (Europe) SA | 2,100 | $321.6K | 0.01% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,100 | $321.6K | 0.02% | +100+5.0% | Added |
| Proequities, Inc. | 2,105 | $322.4K | 0.02% | −368−14.9% | Reduced |
| Hutchinson Capital Management | 2,108 | $322.8K | 0.06% | +95+4.7% | Added |
| Tower Bridge Advisors | 2,109 | $323.0K | 0.03% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,110 | $323.1K | 0.09% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,110 | $323.1K | 0.04% | +2+0.1% | Added |
| Associated Banc-Corp | 2,115 | $323.9K | 0.01% | −44−2.0% | Reduced |
| Concentric Wealth Management, LLC | 2,115 | $323.9K | 0.08% | −240−10.2% | Reduced |
| FinTrust Capital Advisors, LLC | 2,117 | $324.2K | 0.05% | −212−9.1% | Reduced |
| GSB Wealth Management, LLC | 2,120 | $324.6K | 0.08% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,123 | $325.1K | 0.04% | +353+19.9% | Added |
| Rockland Trust Co | 2,125 | $325.4K | 0.02% | −15−0.7% | Reduced |
| Aire Advisors, LLC | 2,126 | $325.6K | 0.07% | −32−1.5% | Reduced |
| Bristlecone Advisors, LLC | 2,138 | $327.4K | 0.03% | −137−6.0% | Reduced |
| Dover Advisors, LLC | 2,139 | $327.5K | 0.19% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,148 | $329.0K | 0.03% | +115+5.7% | Added |
| Vaughan David Investments LLC | 2,154 | $330.0K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,157 | $330.0K | 0.02% | +54+2.6% | Added |
| Berger Financial Group, Inc | 2,163 | $331.2K | 0.02% | +119+5.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,176 | $333.2K | 0.05% | +37+1.7% | Added |
| Savvy Advisors, Inc. | 2,179 | $333.7K | 0.07% | +492+29.2% | Added |
| 9258 Wealth Management, LLC | 2,180 | $333.8K | 0.05% | +200+10.1% | Added |
| Burney Co | 2,184 | $334.4K | 0.01% | −1,264−36.7% | Reduced |
| Lincoln Capital Corp | 2,187 | $334.9K | 0.14% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,190 | $335.4K | 0.03% | +10.0% | Added |
| Essex LLC | 2,193 | $335.8K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,198 | $336.6K | 0.22% | +2,198 | New |
| Nadler Financial Group, Inc. | 2,205 | $337.7K | 0.04% | 00.0% | Unchanged |
| Renasant Bank | 2,207 | $338.0K | 0.22% | −66−2.9% | Reduced |
| Independence Bank of Kentucky | 2,209 | $338.3K | 0.07% | −685−23.7% | Reduced |
| Vertex Planning Partners, LLC | 2,210 | $338.4K | 0.08% | +2,210 | New |
| GM Advisory Group, Inc. | 2,215 | $339.1K | 0.02% | +2,215 | New |
| Astoria Portfolio Advisors LLC. | 2,217 | $339.3K | 0.12% | +13+0.6% | Added |
| Gray Wealth Management Inc. | 2,223 | $340.4K | 0.13% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,225 | $340.7K | 0.04% | +18+0.8% | Added |
| Mattern Wealth Management LLC | 2,228 | $341.1K | 0.07% | −500−18.3% | Reduced |
| RNC Capital Management LLC | 2,758 | $341.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,240 | $343.0K | 0.02% | +67+3.1% | Added |
| VeraBank, N.A. | 2,247 | $344.1K | 0.10% | −34−1.5% | Reduced |
| Carl P. Sherr & Co., LLC | 2,250 | $344.5K | 0.18% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,256 | $345.5K | 0.03% | +2,256 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,256 | $345.5K | 0.01% | +27+1.2% | Added |
| Eagle Ridge Investment Management | 2,257 | $345.6K | 0.03% | +357+18.8% | Added |
| BKD Wealth Advisors, LLC | 2,265 | $346.8K | 0.01% | −53−2.3% | Reduced |
| Legacy Private Trust Co. | 2,270 | $347.6K | 0.02% | +40+1.8% | Added |
| Vista Capital Partners, Inc. | 2,271 | $347.7K | 0.04% | +10.0% | Added |
| GeoWealth Management, LLC | 2,276 | $348.5K | 0.01% | +2+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 2,279 | $349.0K | 0.04% | +118+5.5% | Added |
| LaSalle St. Investment Advisors, LLC | 2,284 | $349.0K | 0.14% | +2,284 | New |
| Callan Family Office, LLC | 2,281 | $349.3K | 0.06% | −136−5.6% | Reduced |
| TCFG Wealth Management, LLC | 2,288 | $350.4K | 0.18% | +2,288 | New |
| Park National Corp | 2,294 | $351.3K | 0.01% | −941−29.1% | Reduced |
| Optimum Investment Advisors | 2,300 | $352.2K | 0.15% | −400−14.8% | Reduced |
| Enterprise Financial Services Corp | 2,304 | $352.8K | 0.21% | −858−27.1% | Reduced |
| 44 Wealth Management LLC | 2,121 | $354.0K | 0.12% | +2,121 | New |
| Evermay Wealth Management LLC | 2,314 | $354.3K | 0.06% | −40−1.7% | Reduced |
| Crestline Management, LP | 2,315 | $354.5K | 0.02% | +2,315 | New |
| First County Bank | 2,320 | $355.3K | 0.18% | −440−15.9% | Reduced |
| Monograph Wealth Advisors, LLC | 2,335 | $357.5K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,337 | $357.9K | 0.02% | +375+19.1% | Added |
| Code Waechter LLC | 2,338 | $358.0K | 0.34% | +2,338 | New |
| Hardin Capital Partners, LLC | 2,400 | $358.7K | 0.20% | −152−6.0% | Reduced |
| ASB Consultores, LLC | 2,344 | $358.9K | 0.14% | +338+16.8% | Added |
| JFG Wealth Management, LLC | 2,356 | $360.8K | 0.10% | +242+11.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,357 | $360.9K | 0.09% | +2,357 | New |
| JNBA Financial Advisors | 2,359 | $361.2K | 0.04% | 00.0% | Unchanged |
| Gagnon Securities LLC | 2,359 | $361.2K | 0.07% | +28+1.2% | Added |
| Essex Savings Bank | 2,370 | $362.9K | 0.09% | +310+15.0% | Added |
| Second Line Capital, LLC | 2,379 | $364.3K | 0.10% | +2,379 | New |