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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $364.4K | 0.08% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,384 | $365.2K | 0.19% | −599−20.1% | Reduced |
| Altfest L J & Co Inc | 2,390 | $366.0K | 0.05% | +4+0.2% | Added |
| Tandem Wealth Advisors LLC | 2,395 | $366.7K | 0.19% | −31−1.3% | Reduced |
| James J. Burns & Company, LLC | 2,400 | $367.0K | 0.07% | +2,400 | New |
| Versant Capital Management, Inc | 2,398 | $367.2K | 0.08% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,408 | $368.7K | 0.01% | −1,179−32.9% | Reduced |
| YHB Investment Advisors, Inc. | 2,420 | $370.6K | 0.03% | −10−0.4% | Reduced |
| Ci Investments Inc. | 2,424 | $371.0K | 0.00% | −103−4.1% | Reduced |
| Reik & Co., LLC | 2,425 | $371.3K | 0.09% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,430 | $372.1K | 0.03% | −47,880−95.2% | Reduced |
| Aspiriant, LLC | 2,441 | $373.8K | 0.01% | −2−0.1% | Reduced |
| Clearwater Capital Advisors, LLC | 2,441 | $373.8K | 0.04% | +230+10.4% | Added |
| Regal Investment Advisors LLC | 2,448 | $374.9K | 0.03% | −948−27.9% | Reduced |
| Port Capital LLC | 2,448 | $375.0K | 0.02% | −51−2.0% | Reduced |
| Foguth Wealth Management, LLC. | 2,510 | $375.1K | 0.14% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,451 | $375.3K | 0.06% | −24−1.0% | Reduced |
| Aprio Wealth Management, LLC | 2,463 | $377.2K | 0.06% | +52+2.2% | Added |
| IFP Advisors, Inc | 2,473 | $378.6K | 0.01% | −50−2.0% | Reduced |
| Westwood Holdings Group Inc. | 2,483 | $380.2K | 0.00% | −3,719−60.0% | Reduced |
| McDaniel Terry & Co | 2,500 | $383.0K | 0.03% | +800+47.1% | Added |
| Signal Advisors Wealth, LLC | 2,510 | $384.4K | 0.06% | +10+0.4% | Added |
| Trillium Asset Management, LLC | 2,516 | $385.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,502 | $387.7K | 0.05% | +1,218+94.9% | Added |
| SC&H Financial Advisors, Inc. | 2,532 | $387.7K | 0.08% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,535 | $388.1K | 0.03% | +44+1.8% | Added |
| Anchor Investment Management, LLC | 2,535 | $388.2K | 0.04% | −175−6.5% | Reduced |
| Spirepoint Private Client, LLC | 2,539 | $388.8K | 0.05% | +14+0.6% | Added |
| Fairfield, Bush & Co. | 2,562 | $392.3K | 0.23% | −599−18.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,582 | $395.4K | 0.12% | −199−7.2% | Reduced |
| Fidelis Capital Partners, LLC | 2,374 | $396.3K | 0.05% | +62+2.7% | Added |
| Smart Portfolios, LLC | 2,590 | $396.6K | 0.40% | −15−0.6% | Reduced |
| CRA Financial Services, LLC | 2,593 | $397.1K | 0.07% | +50+2.0% | Added |
| Marino, Stram & Associates LLC | 2,597 | $397.7K | 0.09% | +10.0% | Added |
| Quotient Wealth Partners, LLC | 2,599 | $398.0K | 0.01% | +785+43.3% | Added |
| Aft, Forsyth & Sober, LLC | 2,600 | $398.1K | 0.13% | +2,600 | New |
| Creekmur Asset Management LLC | 2,600 | $398.2K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,604 | $398.7K | 0.11% | +441+20.4% | Added |
| Investmark Advisory Group LLC | 2,608 | $399.5K | 0.19% | +60+2.4% | Added |
| Patten & Patten Inc | 2,609 | $399.5K | 0.03% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,618 | $400.9K | 0.05% | +221+9.2% | Added |
| Terry L. Blaker | 2,621 | $401.4K | 0.02% | +221+9.2% | Added |
| Delta Financial Group, Inc. | 2,636 | $404.0K | 0.15% | −14−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,646 | $405.3K | 0.08% | +2+0.1% | Added |
| Morton Capital Management LLC | 2,649 | $405.6K | 0.08% | −1,496−36.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,658 | $407.0K | 0.14% | −173−6.1% | Reduced |
| CX Institutional | 2,663 | $407.8K | 0.02% | +122+4.8% | Added |
| Channel Wealth LLC | 2,675 | $409.6K | 0.13% | −87−3.1% | Reduced |
| BOS Asset Management, LLC | 2,679 | $410.3K | 0.15% | +10.0% | Added |
| Quantbot Technologies LP | 2,686 | $411.3K | 0.02% | −76,335−96.6% | Reduced |
| Capital Performance Advisors LLP | 2,689 | $411.8K | 0.13% | +32+1.2% | Added |
| Angeles Investment Advisors, LLC | 2,728 | $417.7K | 0.02% | −1,740−38.9% | Reduced |
| Boston Family Office LLC | 2,732 | $418.0K | 0.03% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,731 | $418.2K | 0.04% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,500 | $419.4K | 0.22% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,836 | $420.9K | 0.03% | +10.0% | Added |
| Ridgecrest Wealth Partners, LLC | 2,751 | $421.3K | 0.22% | +10.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,751 | $421.3K | 0.04% | +1,800+189.3% | Added |
| Northside Capital Management, LLC | 2,752 | $421.5K | 0.07% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,783 | $426.2K | 0.24% | +15+0.5% | Added |
| Capital Advisors, Ltd. LLC | 2,787 | $427.0K | 0.05% | +62+2.3% | Added |
| Dark Forest Capital Management LP | 2,797 | $428.3K | 0.05% | +2,797 | New |
| WorthPointe, LLC | 2,807 | $429.8K | 0.18% | +2,807 | New |
| L2 Asset Management, LLC | 2,811 | $430.4K | 0.12% | +98+3.6% | Added |
| Poehling Capital Management, LLC | 2,818 | $431.5K | 0.11% | −82−2.8% | Reduced |
| Farmers & Merchants Investments Inc | 2,824 | $432.4K | 0.01% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,826 | $432.8K | 0.20% | −8−0.3% | Reduced |
| Am Investment Strategies LLC | 2,829 | $433.0K | 0.11% | +2+0.1% | Added |
| Southeast Asset Advisors Inc. | 2,830 | $433.4K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,850 | $436.4K | 0.02% | +388+15.8% | Added |
| Venturi Wealth Management, LLC | 2,851 | $436.6K | 0.02% | −33−1.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,858 | $437.6K | 0.09% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,860 | $438.0K | 0.12% | +98+3.5% | Added |
| Paradigm Financial Partners, LLC | 2,413 | $438.1K | 0.06% | −1,207−33.3% | Reduced |
| Roof Eidam & Maycock | 2,865 | $438.7K | 0.11% | +375+15.1% | Added |
| Wills Financial Group, Inc. | 2,866 | $438.9K | 0.18% | +424+17.4% | Added |
| Constellation Investimentos e Participacoes Ltda | 2,885 | $441.8K | 0.24% | +2,885 | New |
| RB Capital Management, LLC | 2,888 | $442.2K | 0.10% | −4−0.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,898 | $443.8K | 0.24% | +5+0.2% | Added |
| Pacific Global Investment Management CO | 2,900 | $444.1K | 0.08% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 2,900 | $444.1K | 0.24% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,900 | $444.1K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,903 | $444.6K | 0.06% | −345−10.6% | Reduced |
| Redwood Wealth Management Group, LLC | 2,910 | $445.6K | 0.22% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,915 | $446.4K | 0.05% | −35−1.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,918 | $446.8K | 0.07% | +199+7.3% | Added |
| Harbour Capital Advisors, LLC | 3,025 | $449.0K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,938 | $449.8K | 0.02% | −12−0.4% | Reduced |
| Fiduciary Financial Group, LLC | 3,020 | $451.3K | 0.10% | +25+0.8% | Added |
| Millennium Capital Advisors, LLC | 2,950 | $451.7K | 0.30% | +50+1.7% | Added |
| HCR Wealth Advisors | 2,961 | $453.5K | 0.06% | −1,438−32.7% | Reduced |
| Watts Gwilliam & Co., LLC | 3,043 | $454.7K | 0.10% | +3,043 | New |
| South State Corp. | 2,976 | $455.7K | 0.03% | −166−5.3% | Reduced |
| Advus Financial Partners, LLC | 2,993 | $458.3K | 0.13% | −481−13.8% | Reduced |
| LBJ Family Wealth Advisors, Ltd. | 2,998 | $459.0K | 0.27% | +2+0.1% | Added |
| APCM Wealth Management for Individuals | 3,000 | $459.4K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,000 | $459.4K | 0.27% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,003 | $459.8K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,004 | $460.0K | 0.02% | +467+18.4% | Added |
| Silvia McColl Wealth Management, LLC | 3,009 | $460.8K | 0.34% | 00.0% | Unchanged |