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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 3,800 | $581.9K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,801 | $582.0K | 0.14% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,810 | $583.4K | 0.19% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,810 | $583.5K | 0.02% | −79−2.0% | Reduced |
| Townsend Asset Management Corp | 3,819 | $584.7K | 0.22% | +4+0.1% | Added |
| KPP Advisory Services LLC | 3,828 | $586.3K | 0.14% | −150−3.8% | Reduced |
| Crewe Advisors LLC | 3,836 | $587.5K | 0.07% | −109−2.8% | Reduced |
| First Foundation Advisors | 3,854 | $590.1K | 0.02% | −1,075−21.8% | Reduced |
| Round Rock Advisors, LLC | 3,870 | $592.7K | 0.14% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 3,874 | $593.2K | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 3,890 | $595.7K | 0.02% | −1,875−32.5% | Reduced |
| Avory & Company, LLC | 3,893 | $596.2K | 0.36% | −514−11.7% | Reduced |
| Family Management Corp | 3,894 | $596.3K | 0.10% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,938 | $598.0K | 0.33% | +3,938 | New |
| Garden State Investment Advisory Services LLC | 3,907 | $598.6K | 0.19% | +397+11.3% | Added |
| Activest Wealth Management | 3,915 | $599.6K | 0.19% | +21+0.5% | Added |
| Signature Estate & Investment Advisors LLC | 3,918 | $600.0K | 0.01% | +748+23.6% | Added |
| Covey Capital Advisors, LLC | 3,920 | $600.3K | 0.66% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,940 | $603.3K | 0.23% | +795+25.3% | Added |
| Lakeview Capital Partners, LLC | 3,940 | $603.4K | 0.10% | −8,496−68.3% | Reduced |
| Valmark Advisers, Inc. | 3,958 | $606.1K | 0.01% | +202+5.4% | Added |
| Bright Futures Wealth Management, LLC. | 3,537 | $606.7K | 0.29% | −100−2.7% | Reduced |
| Colonial River Wealth Management, LLC | 3,963 | $606.8K | 0.30% | −30−0.8% | Reduced |
| TCI Wealth Advisors, Inc. | 3,975 | $608.7K | 0.05% | −4−0.1% | Reduced |
| Trueblood Wealth Management, LLC | 3,985 | $610.2K | 0.31% | 00.0% | Unchanged |
| Brophy Wealth Management, LLC | 3,990 | $611.0K | 0.22% | +3,990 | New |
| Ashton Thomas Securities, LLC | 3,993 | $611.4K | 0.12% | +3,993 | New |
| Oddo BHF Asset Management SAS | 4,019 | $615.4K | 0.03% | +4,019 | New |
| Regatta Capital Group, LLC | 4,036 | $618.1K | 0.12% | +35+0.9% | Added |
| Partners Capital Investment Group, LLP | 4,041 | $618.8K | 0.01% | +5+0.1% | Added |
| Optiver Holding B.V. | 4,043 | $619.1K | 0.02% | +4,043 | New |
| Keystone Financial Group | 4,050 | $620.1K | 0.08% | +578+16.6% | Added |
| RMB Capital Management, LLC | 4,071 | $623.4K | 0.01% | −154−3.6% | Reduced |
| SageView Advisory Group, LLC | 4,072 | $623.5K | 0.03% | −692−14.5% | Reduced |
| SlateStone Wealth, LLC | 4,088 | $626.0K | 0.06% | +377+10.2% | Added |
| Security National Bank of Sioux City Iowa | 4,100 | $627.8K | 0.38% | +4,100 | New |
| Intech Investment Management LLC | 4,119 | $630.7K | 0.01% | +4,119 | New |
| Moody National Bank Trust Division | 4,120 | $630.9K | 0.07% | −6,462−61.1% | Reduced |
| Logan Capital Management Inc | 4,125 | $631.7K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 4,125 | $631.7K | 0.04% | +975+31.0% | Added |
| Sapient Capital LLC | 4,143 | $634.4K | 0.01% | +163+4.1% | Added |
| NorthStar Asset Management LLC | 4,156 | $636.4K | 0.42% | −325−7.3% | Reduced |
| Sweet Financial Partners, LLC | 4,157 | $636.6K | 0.14% | +10.0% | Added |
| Journey Strategic Wealth LLC | 4,192 | $642.0K | 0.02% | +1,644+64.5% | Added |
| Enterprise Bank & Trust Co | 4,201 | $643.3K | 0.21% | +421+11.1% | Added |
| Bienville Capital Management, LLC | 4,202 | $643.5K | 0.17% | 00.0% | Unchanged |
| Norden Group LLC | 4,211 | $644.8K | 0.08% | +1,546+58.0% | Added |
| Operose Advisors LLC | 4,213 | $645.2K | 0.21% | +15+0.4% | Added |
| Massmutual Trust Co FSB | 4,220 | $646.2K | 0.02% | +1,918+83.3% | Added |
| Mosley Wealth Management | 3,801 | $649.1K | 0.44% | +416+12.3% | Added |
| Bernardo Wealth Planning LLC | 3,827 | $650.0K | 0.16% | +291+8.2% | Added |
| Fisher Asset Management, LLC | 4,247 | $650.4K | 0.00% | −728−14.6% | Reduced |
| WNY Asset Management, LLC | 4,263 | $652.8K | 0.08% | −42−1.0% | Reduced |
| Cora Capital Advisors LLC | 4,264 | $652.9K | 0.32% | 00.0% | Unchanged |
| Axq Capital, LP | 4,266 | $653.3K | 0.20% | +4,266 | New |
| Kovack Advisors, Inc. | 4,267 | $653.4K | 0.07% | −347−7.5% | Reduced |
| Trajan Wealth LLC | 4,268 | $653.6K | 0.04% | −48−1.1% | Reduced |
| Empirical Finance, LLC | 4,272 | $654.2K | 0.04% | +1,530+55.8% | Added |
| First Hawaiian Bank | 4,280 | $655.4K | 0.02% | +3+0.1% | Added |
| Mayfair Advisory Group, LLC | 4,337 | $658.9K | 0.42% | +188+4.5% | Added |
| Presidio Capital Management, LLC | 4,304 | $659.1K | 0.42% | +703+19.5% | Added |
| Wimmer Associates 1, LLC | 4,343 | $665.0K | 0.33% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,358 | $667.5K | 0.05% | +306+7.6% | Added |
| Howard Capital Management Inc. | 4,372 | $669.5K | 0.01% | +4,372 | New |
| Soltis Investment Advisors LLC | 4,397 | $673.3K | 0.07% | +163+3.8% | Added |
| United Advisor Group, LLC | 4,400 | $673.8K | 0.15% | −396−8.3% | Reduced |
| Chemistry Wealth Management LLC | 4,411 | $675.5K | 0.16% | +125+2.9% | Added |
| KMG Fiduciary Partners, LLC | 4,430 | $678.4K | 0.06% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 4,487 | $687.1K | 0.23% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4,497 | $688.6K | 0.27% | +3,850+595.1% | Added |
| Fairscale Capital, LLC | 4,502 | $689.4K | 0.60% | −87−1.9% | Reduced |
| Tandem Investment Advisors, Inc. | 4,520 | $692.0K | 0.03% | +500+12.4% | Added |
| BSW Wealth Partners | 4,554 | $697.4K | 0.10% | −30−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,569 | $699.7K | 0.07% | +244+5.6% | Added |
| Clear Creek Financial Management, LLC | 4,574 | $700.4K | 0.08% | −89−1.9% | Reduced |
| WBH Advisory Inc | 4,579 | $701.1K | 0.07% | −413−8.3% | Reduced |
| Ullmann Financial Group, Inc. | 4,586 | $702.3K | 0.09% | +4,586 | New |
| Paragon Private Wealth Management, LLC | 4,587 | $702.4K | 0.35% | +419+10.1% | Added |
| Lewis Asset Management, LLC | 4,589 | $702.7K | 0.51% | +55+1.2% | Added |
| Trust Point Inc. | 4,637 | $710.0K | 0.05% | −507−9.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,673 | $715.6K | 0.05% | +22+0.5% | Added |
| Perkins Coie Trust Co | 4,697 | $719.3K | 0.16% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,700 | $719.7K | 0.66% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 4,251 | $721.1K | 0.60% | +4,251 | New |
| Birinyi Associates Inc | 4,718 | $722.0K | 0.21% | +6+0.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,732 | $724.6K | 0.52% | +4,732 | New |
| Teacher Retirement System of Texas | 4,785 | $733.0K | 0.00% | −9,111−65.6% | Reduced |
| Everpar Advisors LLC | 4,799 | $734.9K | 0.38% | −4,499−48.4% | Reduced |
| Vaughan & Co Securities, Inc. | 4,805 | $735.8K | 0.43% | −109−2.2% | Reduced |
| Arcus Capital Partners, LLC | 4,813 | $737.0K | 0.27% | +30+0.6% | Added |
| Wolverine Trading, LLC | 4,759 | $737.4K | 0.02% | −2,266−32.3% | Reduced |
| FFT Wealth Management LLC | 4,816 | $737.5K | 0.06% | −739−13.3% | Reduced |
| Silverlake Wealth Management LLC | 4,820 | $738.1K | 0.28% | +148+3.2% | Added |
| Viawealth, LLC | 4,856 | $743.6K | 0.43% | −225−4.4% | Reduced |
| Atlantic Union Bankshares Corp | 4,896 | $749.7K | 0.04% | −76−1.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,910 | $751.8K | 0.05% | −206−4.0% | Reduced |
| First American Trust, FSB | 4,920 | $753.4K | 0.07% | +698+16.5% | Added |
| LexAurum Advisors, LLC | 4,923 | $753.9K | 0.17% | −71−1.4% | Reduced |
| Geneos Wealth Management Inc. | 4,940 | $756.5K | 0.03% | +50+1.0% | Added |
| Gridiron Partners, LLC | 4,948 | $757.7K | 0.46% | 00.0% | Unchanged |