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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 4,949 | $758.0K | 0.02% | +1,150+30.3% | Added |
| Ameliora Wealth Management Ltd. | 4,960 | $759.5K | 0.32% | +100+2.1% | Added |
| 1620 Investment Advisors, Inc. | 4,984 | $763.2K | 0.55% | +124+2.6% | Added |
| TruWealth Advisors, LLC | 4,994 | $764.9K | 0.05% | −69−1.4% | Reduced |
| Simon Quick Advisors, LLC | 4,996 | $765.1K | 0.05% | +387+8.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,218 | $765.6K | 0.00% | −275−6.1% | Reduced |
| LSP Investment Advisors, LLC | 5,000 | $765.6K | 0.41% | 00.0% | Unchanged |
| GTS Securities LLC | 5,005 | $766.4K | 0.02% | −7,923−61.3% | Reduced |
| BluePath Capital Management, LLC | 5,023 | $769.2K | 0.48% | −854−14.5% | Reduced |
| Willner & Heller, LLC | 5,035 | $771.0K | 0.69% | +32+0.6% | Added |
| Heritage Wealth Advisors | 5,071 | $776.5K | 0.04% | −350−6.5% | Reduced |
| Alpha Cubed Investments, LLC | 5,074 | $777.0K | 0.03% | −213−4.0% | Reduced |
| NBC Securities, Inc. | 5,086 | $778.0K | 0.07% | −185−3.5% | Reduced |
| Accurate Wealth Management, LLC | 5,011 | $783.3K | 0.16% | −52−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,150 | $788.6K | 0.42% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,153 | $789.1K | 0.04% | +1,759+51.8% | Added |
| LM Advisors LLC | 5,163 | $791.0K | 0.16% | −999−16.2% | Reduced |
| Smithfield Trust Co | 5,190 | $794.0K | 0.04% | −20−0.4% | Reduced |
| Charter Trust Co | 5,224 | $800.0K | 0.05% | −159−3.0% | Reduced |
| Roble, Belko & Company, Inc | 5,229 | $801.0K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 5,171 | $801.0K | 0.01% | +1,013+24.4% | Added |
| Meridian Wealth Advisors, LLC | 5,235 | $801.6K | 0.13% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 5,248 | $803.7K | 0.16% | +5,248 | New |
| Legacy Wealth Management, LLC | 5,264 | $806.1K | 0.30% | +5,264 | New |
| IAM Advisory, LLC | 5,287 | $809.6K | 0.20% | +85+1.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,293 | $810.5K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,295 | $810.8K | 0.02% | −357−6.3% | Reduced |
| TRUE Private Wealth Advisors | 5,296 | $811.0K | 0.10% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 5,300 | $811.7K | 0.24% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,303 | $812.0K | 0.12% | −1,800−25.3% | Reduced |
| Avestar Capital, LLC | 5,305 | $812.4K | 0.09% | +516+10.8% | Added |
| Focus Financial Network, Inc. | 5,313 | $813.6K | 0.03% | −473−8.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,317 | $814.2K | 0.03% | −199−3.6% | Reduced |
| David R. Rahn & Associates Inc. | 5,320 | $814.7K | 0.25% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,325 | $815.4K | 0.05% | −700−11.6% | Reduced |
| Visionary Wealth Advisors | 5,327 | $815.8K | 0.05% | +55+1.0% | Added |
| Quad-Cities Investment Group, LLC | 5,351 | $819.4K | 0.41% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,357 | $820.3K | 0.05% | −996−15.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,362 | $820.9K | 0.04% | +4,076+317.0% | Added |
| Gables Capital Management Inc. | 5,370 | $822.3K | 0.41% | −100−1.8% | Reduced |
| Verus Capital Partners, LLC | 5,367 | $823.8K | 0.08% | +196+3.8% | Added |
| Salem Investment Counselors Inc | 5,425 | $830.7K | 0.03% | +60+1.1% | Added |
| McDonald Partners LLC | 5,438 | $832.8K | 0.21% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,453 | $835.0K | 0.07% | −40−0.7% | Reduced |
| Seamount Financial Group Inc | 5,463 | $836.5K | 0.63% | +90+1.7% | Added |
| Oak Harbor Wealth Partners, LLC | 5,479 | $839.0K | 0.24% | −100−1.8% | Reduced |
| Cooper Financial Group | 5,494 | $841.2K | 0.11% | +56+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 5,503 | $842.7K | 0.01% | +605+12.4% | Added |
| Samalin Investment Counsel, LLC | 5,503 | $842.7K | 0.37% | −221−3.9% | Reduced |
| Augustine Asset Management Inc | 5,536 | $847.7K | 0.30% | −31−0.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,537 | $847.9K | 0.08% | +8+0.1% | Added |
| Kozak & Associates, Inc. | 5,315 | $848.9K | 0.20% | +33+0.6% | Added |
| Gilman Hill Asset Management, LLC | 5,570 | $852.9K | 0.14% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,575 | $853.7K | 0.09% | −60,319−91.5% | Reduced |
| Southland Equity Partners LLC | 5,576 | $853.9K | 0.21% | −152−2.7% | Reduced |
| Ellevest, Inc. | 5,587 | $855.5K | 0.05% | −299−5.1% | Reduced |
| OMC Financial Services LTD | 6,929 | $858.0K | 0.41% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,759 | $862.4K | 0.11% | +158+3.4% | Added |
| Jump Financial, LLC | 5,638 | $863.3K | 0.02% | −24,593−81.4% | Reduced |
| Community Financial Services Group, LLC | 5,665 | $867.5K | 0.18% | −1,000−15.0% | Reduced |
| Camden Capital, LLC | 5,682 | $870.2K | 0.09% | +780+15.9% | Added |
| TFB Advisors LLC | 5,692 | $871.6K | 0.26% | +193+3.5% | Added |
| Riverview Capital Advisers, LLC | 5,695 | $872.1K | 0.27% | −50−0.9% | Reduced |
| MONECO Advisors, LLC | 5,706 | $873.7K | 0.11% | +48+0.8% | Added |
| Empire Financial Management Company, LLC | 5,717 | $875.6K | 0.27% | −1,370−19.3% | Reduced |
| Annex Advisory Services, LLC | 5,721 | $876.1K | 0.03% | −1,012−15.0% | Reduced |
| Tyche Wealth Partners LLC | 5,729 | $877.3K | 0.20% | −125−2.1% | Reduced |
| Lindbrook Capital, LLC | 5,743 | $879.4K | 0.08% | +65+1.1% | Added |
| Next Capital Management LLC | 5,746 | $879.8K | 0.36% | +16+0.3% | Added |
| Franklin Street Advisors Inc | 5,754 | $881.0K | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,758 | $881.7K | 0.01% | −12,502−68.5% | Reduced |
| Montecito Bank & Trust | 5,774 | $884.2K | 0.15% | +1,665+40.5% | Added |
| Inscription Capital, LLC | 5,795 | $887.5K | 0.13% | −693−10.7% | Reduced |
| OMNI 360 Wealth, Inc. | 5,803 | $888.6K | 0.61% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 5,805 | $889.0K | 0.52% | +438+8.2% | Added |
| Shelton Capital Management | 5,844 | $894.9K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 5,844 | $894.9K | 0.06% | +5,844 | New |
| Van Cleef Asset Management,Inc | 5,850 | $895.8K | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,862 | $897.7K | 0.13% | +31+0.5% | Added |
| Octavia Wealth Advisors, LLC | 5,865 | $898.1K | 0.11% | +10.0% | Added |
| Aviso Wealth Management | 5,868 | $898.5K | 0.49% | −530−8.3% | Reduced |
| Brighton Jones LLC | 5,882 | $900.7K | 0.03% | −197−3.2% | Reduced |
| Mosaic Financial Group, LLC | 5,881 | $901.0K | 0.64% | +4,197+249.2% | Added |
| Premier Path Wealth Partners, LLC | 5,897 | $903.0K | 0.14% | +1,016+20.8% | Added |
| Walleye Capital LLC | 5,902 | $903.8K | 0.01% | +5,902 | New |
| Greenleaf Trust | 5,911 | $905.2K | 0.01% | +1,262+27.1% | Added |
| Eisler Capital (UK) Ltd. | 5,930 | $908.1K | 0.22% | +1,428+31.7% | Added |
| Csenge Advisory Group | 5,934 | $908.2K | 0.05% | −224−3.6% | Reduced |
| Lebenthal Global Advisors, LLC | 5,945 | $910.4K | 0.18% | +722+13.8% | Added |
| Brookstone Capital Management | 5,994 | $917.9K | 0.01% | +244+4.2% | Added |
| M3 Advisory Group, LLC | 5,996 | $918.2K | 0.67% | +143+2.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $918.8K | 0.27% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 6,005 | $919.5K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 6,006 | $919.7K | 0.27% | −270−4.3% | Reduced |
| Whalen Wealth Management Inc. | 6,013 | $920.7K | 0.65% | +2,202+57.8% | Added |
| Old Port Advisors | 6,019 | $921.7K | 0.26% | +366+6.5% | Added |
| Sather Financial Group Inc | 6,050 | $926.4K | 0.06% | +4,050+202.5% | Added |
| Forte Capital LLC | 6,074 | $930.1K | 0.11% | −597−8.9% | Reduced |
| Claro Advisors LLC | 6,095 | $933.3K | 0.12% | +291+5.0% | Added |
| Jmac Enterprises LLC | 6,100 | $934.1K | 0.15% | −200−3.2% | Reduced |