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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Capital Management Associates | 23,629 | $3.62M | 4.03% | +1,600+7.3% | Added |
| Fiduciary Trust Co | 23,595 | $3.61M | 0.05% | −3,349−12.4% | Reduced |
| 1776 Wealth LLC | 23,497 | $3.60M | 1.61% | 00.0% | Unchanged |
| We Are One Seven, LLC | 23,393 | $3.58M | 0.16% | +24+0.1% | Added |
| Torray LLC | 23,323 | $3.57M | 0.50% | −11,639−33.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 23,320 | $3.57M | 0.30% | +7,146+44.2% | Added |
| Cannon Advisors, Inc. | 23,033 | $3.57M | 2.92% | +23,033 | New |
| Diversify Advisory Services, LLC | 21,114 | $3.56M | 0.19% | −3,439−14.0% | Reduced |
| Somerset Group LLC | 23,197 | $3.55M | 3.28% | −119−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 23,092 | $3.54M | 0.11% | +2,729+13.4% | Added |
| Diligent Investors, LLC | 23,025 | $3.53M | 0.82% | −145−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 22,916 | $3.51M | 0.24% | −125−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,822 | $3.49M | 0.08% | +79+0.3% | Added |
| Register Financial Advisors LLC | 22,804 | $3.49M | 1.79% | −1,730−7.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 22,762 | $3.49M | 0.70% | +456+2.0% | Added |
| Sterling Investment Advisors, Ltd. | 22,736 | $3.48M | 0.88% | −1,393−5.8% | Reduced |
| Boston Financial Mangement LLC | 22,682 | $3.47M | 0.10% | +275+1.2% | Added |
| Warren Averett Asset Management, LLC | 22,504 | $3.45M | 0.06% | +1,141+5.3% | Added |
| Bokf, NA | 22,490 | $3.40M | 0.06% | +13,726+156.6% | Added |
| Rational Advisors LLC | 22,000 | $3.37M | 0.32% | +1,000+4.8% | Added |
| Van Eck Associates Corp | 20,094 | $3.35M | 0.00% | +3,271+19.4% | Added |
| Tower Research Capital LLC (TRC) | 21,755 | $3.33M | 0.09% | −17,032−43.9% | Reduced |
| WBI Investments | 21,700 | $3.32M | 0.80% | −6,344−22.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 21,616 | $3.32M | 0.15% | −318−1.4% | Reduced |
| Financial Advisory Service, Inc. | 21,636 | $3.31M | 0.26% | +784+3.8% | Added |
| Rehmann Capital Advisory Group | 21,567 | $3.30M | 0.22% | +293+1.4% | Added |
| Kerusso Capital Management LLC | 21,478 | $3.29M | 2.09% | +1,293+6.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,320 | $3.26M | 0.23% | −1,730−7.5% | Reduced |
| Centaurus Financial, Inc. | 21,301 | $3.26M | 0.21% | +19+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,063 | $3.23M | 0.20% | +21,063 | New |
| Means Investment Co., Inc. | 21,034 | $3.22M | 0.36% | −84−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,012 | $3.22M | 0.17% | +151+0.7% | Added |
| Johnson Investment Counsel Inc | 20,932 | $3.21M | 0.03% | +162+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 20,749 | $3.18M | 0.14% | +840+4.2% | Added |
| Savant Capital, LLC | 20,489 | $3.14M | 0.03% | +1,484+7.8% | Added |
| WealthPLAN Partners, LLC | 20,403 | $3.12M | 0.42% | −7,989−28.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,385 | $3.12M | 0.06% | +1,067+5.5% | Added |
| Waterfront Capital Partners, LLC | 20,023 | $3.07M | 0.56% | +20,023 | New |
| Hudock, Inc. | 20,011 | $3.06M | 0.53% | +424+2.2% | Added |
| EULAV Asset Management | 20,000 | $3.06M | 0.07% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 19,967 | $3.06M | 1.75% | −5,501−21.6% | Reduced |
| Stonegate Investment Group, LLC | 19,858 | $3.04M | 0.08% | −226−1.1% | Reduced |
| St. Clair Advisors, LLC | 19,839 | $3.04M | 0.86% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 19,773 | $3.03M | 0.24% | +498+2.6% | Added |
| Kingsview Wealth Management, LLC | 19,773 | $3.03M | 0.06% | −804−3.9% | Reduced |
| Alaethes Wealth LLC | 19,624 | $3.00M | 1.11% | −1,433−6.8% | Reduced |
| Raymond James Trust N.A. | 19,569 | $3.00M | 0.07% | −2,056−9.5% | Reduced |
| Transform Wealth, LLC | 19,555 | $2.99M | 0.20% | −691−3.4% | Reduced |
| Gotham Asset Management, LLC | 19,458 | $2.98M | 0.03% | +570+3.0% | Added |
| Ballast Advisors LLC | 19,346 | $2.96M | 0.92% | −836−4.1% | Reduced |
| Lake Street Advisors Group, LLC | 19,340 | $2.96M | 0.14% | −21,345−52.5% | Reduced |
| Red Door Wealth Management, LLC | 19,237 | $2.95M | 0.49% | −103−0.5% | Reduced |
| Berkshire Asset Management LLC | 23,773 | $2.94M | 0.15% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 19,184 | $2.94M | 0.40% | +3,625+23.3% | Added |
| Capital City Trust Co | 19,066 | $2.92M | 0.72% | +933+5.1% | Added |
| Platform Technology Partners | 18,981 | $2.91M | 0.91% | +787+4.3% | Added |
| Daymark Wealth Partners, LLC | 18,921 | $2.90M | 0.12% | +324+1.7% | Added |
| Proactive Wealth Strategies LLC | 18,747 | $2.87M | 1.59% | +18,747 | New |
| IMC-Chicago, LLC | 18,728 | $2.87M | 0.08% | +18,728 | New |
| Tealwood Asset Management Inc | 18,670 | $2.86M | 1.25% | −314−1.7% | Reduced |
| Field & Main Bank | 18,585 | $2.85M | 1.01% | −345−1.8% | Reduced |
| South Dakota Investment Council | 18,480 | $2.83M | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 18,425 | $2.82M | 0.29% | −351−1.9% | Reduced |
| Bay Rivers Group | 18,372 | $2.81M | 1.40% | −1,300−6.6% | Reduced |
| TownSquare Capital, LLC | 18,367 | $2.81M | 0.03% | +1,466+8.7% | Added |
| Ellerson Group Inc | 18,312 | $2.80M | 2.20% | −1,184−6.1% | Reduced |
| Great Lakes Retirement, Inc. | 18,306 | $2.80M | 0.36% | +577+3.3% | Added |
| AQR Capital Management LLC | 18,348 | $2.80M | 0.00% | −1,464−7.4% | Reduced |
| King Wealth | 18,294 | $2.80M | 0.44% | +30.0% | Added |
| Hamilton Capital Partners Inc. | 18,280 | $2.80M | 0.24% | +83+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 18,242 | $2.79M | 0.10% | +427+2.4% | Added |
| Marion Wealth Management | 18,211 | $2.79M | 0.74% | +189+1.0% | Added |
| JBR Co Financial Management Inc | 18,171 | $2.78M | 1.82% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 18,057 | $2.77M | 0.20% | −1,040−5.4% | Reduced |
| Valley National Advisers Inc | 18,051 | $2.76M | 0.50% | −1,298−6.7% | Reduced |
| Royal Capital Wealth Management, LLC | 18,008 | $2.76M | 1.95% | −291−1.6% | Reduced |
| Garrett Investment Advisors LLC | 17,927 | $2.75M | 0.28% | +638+3.7% | Added |
| Bridgewater Advisors Inc. | 16,145 | $2.74M | 0.29% | +141+0.9% | Added |
| Canton Hathaway, LLC | 17,852 | $2.73M | 0.68% | 00.0% | Unchanged |
| Krilogy Financial LLC | 17,854 | $2.73M | 0.19% | +11+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 17,763 | $2.72M | 0.36% | +126+0.7% | Added |
| Sigma Planning Corp | 17,699 | $2.71M | 0.08% | −468−2.6% | Reduced |
| Mutual Advisors, LLC | 15,951 | $2.71M | 0.08% | +452+2.9% | Added |
| HighPoint Advisor Group LLC | 16,065 | $2.70M | 0.16% | −248−1.5% | Reduced |
| StrongBox Wealth, LLC | 17,594 | $2.69M | 1.15% | +320+1.9% | Added |
| Veriti Management LLC | 17,563 | $2.69M | 0.14% | +3,745+27.1% | Added |
| Schechter Investment Advisors, LLC | 17,555 | $2.69M | 0.20% | −168−0.9% | Reduced |
| Assenagon Asset Management S.A. | 17,555 | $2.69M | 0.01% | +1,425+8.8% | Added |
| Terra Nova Asset Management LLC | 17,507 | $2.68M | 1.99% | +55+0.3% | Added |
| Benjamin Edwards Inc | 17,463 | $2.67M | 0.04% | +12,725+268.6% | Added |
| Ossiam | 17,462 | $2.67M | 0.05% | −20,253−53.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 17,438 | $2.67M | 0.01% | +3,762+27.5% | Added |
| Intellectus Partners, LLC | 17,414 | $2.67M | 0.68% | +857+5.2% | Added |
| Blue Square Asset Management, LLC | 17,241 | $2.64M | 1.42% | +531+3.2% | Added |
| Citizens Financial Group Inc | 17,238 | $2.64M | 0.05% | +3,126+22.2% | Added |
| Blue Fin Capital, Inc. | 17,132 | $2.62M | 0.50% | +747+4.6% | Added |
| Herbst Group, LLC | 17,076 | $2.61M | 1.62% | −300−1.7% | Reduced |
| True North Advisors, LLC | 17,055 | $2.61M | 0.68% | −1,802−9.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 16,949 | $2.60M | 0.33% | −507−2.9% | Reduced |
| Baldwin Investment Management, LLC | 16,922 | $2.59M | 0.32% | −195−1.1% | Reduced |