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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 16,865 | $2.58M | 0.06% | −927−5.2% | Reduced |
| Madison Park Capital Advisors, LLC | 16,817 | $2.58M | 1.93% | +245+1.5% | Added |
| Toroso Investments, LLC | 16,794 | $2.57M | 0.03% | −19,892−54.2% | Reduced |
| Aviance Capital Partners, LLC | 16,787 | $2.57M | 0.34% | −11−0.1% | Reduced |
| First National Bank Sioux Falls | 16,693 | $2.56M | 1.16% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 16,634 | $2.55M | 0.12% | +45+0.3% | Added |
| United Services Automobile Association | 16,605 | $2.54M | 0.06% | −3,704−18.2% | Reduced |
| Atomi Financial Group, Inc. | 16,487 | $2.52M | 0.16% | +1,404+9.3% | Added |
| Meeder Advisory Services, Inc. | 16,485 | $2.52M | 0.16% | +1,054+6.8% | Added |
| Intrepid Financial Planning Group LLC | 16,473 | $2.52M | 1.08% | −645−3.8% | Reduced |
| Institute for Wealth Management, LLC. | 16,473 | $2.52M | 0.32% | −60.0% | Reduced |
| Northcape Wealth Management, LLC | 16,374 | $2.51M | 0.82% | −1,322−7.5% | Reduced |
| MWA Asset Management | 16,152 | $2.47M | 1.64% | +85+0.5% | Added |
| Koa Wealth Management, LLC | 16,125 | $2.47M | 1.91% | −2,094−11.5% | Reduced |
| Avidian Wealth Solutions, LLC | 16,125 | $2.47M | 0.11% | +120+0.7% | Added |
| Modera Wealth Management, LLC | 16,016 | $2.45M | 0.03% | +10.0% | Added |
| Nomura Holdings Inc | 15,974 | $2.45M | 0.02% | −59,099−78.7% | Reduced |
| Acorn Wealth Advisors, LLC | 15,928 | $2.44M | 1.05% | +111+0.7% | Added |
| TrinityPoint Wealth, LLC | 15,837 | $2.43M | 0.35% | −64−0.4% | Reduced |
| Dearborn Partners LLC | 15,668 | $2.40M | 0.10% | −514−3.2% | Reduced |
| Penbrook Management LLC | 15,600 | $2.39M | 1.55% | −1,000−6.0% | Reduced |
| Covenant Asset Management, LLC | 15,545 | $2.38M | 0.53% | −521−3.2% | Reduced |
| Rossmore Private Capital | 15,539 | $2.38M | 0.29% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 15,536 | $2.38M | 0.14% | +10,334+198.7% | Added |
| Nations Financial Group Inc, | 15,336 | $2.35M | 0.17% | −264−1.7% | Reduced |
| GoalVest Advisory LLC | 15,325 | $2.35M | 0.67% | −1,100−6.7% | Reduced |
| XML Financial, LLC | 15,310 | $2.34M | 0.22% | −466−3.0% | Reduced |
| Taylor Financial Group, Inc. | 15,266 | $2.34M | 1.62% | +113+0.7% | Added |
| Linden Thomas Advisory Services, LLC | 15,266 | $2.34M | 0.32% | +650+4.4% | Added |
| Insight Advisors, LLC | 15,148 | $2.32M | 0.40% | +122+0.8% | Added |
| Sit Investment Associates Inc | 15,100 | $2.31M | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15,065 | $2.31M | 0.14% | −2,593−14.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 15,055 | $2.31M | 1.65% | −100−0.7% | Reduced |
| Signaturefd, LLC | 15,036 | $2.30M | 0.04% | +1,421+10.4% | Added |
| Gateway Investment Advisers LLC | 15,002 | $2.30M | 0.03% | −87−0.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 14,985 | $2.29M | 2.08% | −1,586−9.6% | Reduced |
| Pittenger & Anderson Inc | 14,970 | $2.29M | 0.09% | +645+4.5% | Added |
| Harvest Investment Advisors, LLC | 14,953 | $2.29M | 1.56% | −305−2.0% | Reduced |
| RiverPark Advisors, LLC | 14,925 | $2.29M | 1.87% | −3,673−19.7% | Reduced |
| River Street Advisors LLC | 14,889 | $2.28M | 1.24% | +614+4.3% | Added |
| Kingswood Wealth Advisors, LLC | 14,857 | $2.28M | 0.16% | −341−2.2% | Reduced |
| Waters Parkerson & Co., LLC | 14,882 | $2.28M | 0.12% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 14,839 | $2.27M | 0.17% | −172−1.1% | Reduced |
| Opinicus Capital, Inc. | 14,712 | $2.25M | 1.80% | −1,376−8.6% | Reduced |
| Stiles Financial Services Inc | 14,633 | $2.24M | 0.79% | −605−4.0% | Reduced |
| Conway Capital Management, Inc. | 14,567 | $2.23M | 1.08% | +326+2.3% | Added |
| Western Wealth Management, LLC | 14,564 | $2.23M | 0.13% | −65−0.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,504 | $2.22M | 0.50% | +425+3.0% | Added |
| Chickasaw Capital Management LLC | 14,474 | $2.22M | 0.09% | +425+3.0% | Added |
| Scientech Research LLC | 14,424 | $2.21M | 0.44% | +3,405+30.9% | Added |
| Thoroughbred Financial Services, LLC | 14,420 | $2.21M | 0.14% | +106+0.7% | Added |
| Summit Trail Advisors, LLC | 14,346 | $2.20M | 0.05% | +285+2.0% | Added |
| Diversify Wealth Management, LLC | 13,150 | $2.19M | 0.21% | +1,366+11.6% | Added |
| Vestcor Inc | 14,237 | $2.18M | 0.07% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 14,178 | $2.17M | 0.15% | +189+1.4% | Added |
| Wetherby Asset Management Inc | 14,148 | $2.17M | 0.10% | −147−1.0% | Reduced |
| IHT Wealth Management, LLC | 14,168 | $2.16M | 0.06% | +5,125+56.7% | Added |
| Keybank National Association | 14,123 | $2.16M | 0.01% | +209+1.5% | Added |
| Zevenbergen Capital Investments LLC | 14,120 | $2.16M | 0.05% | +235+1.7% | Added |
| Redmond Asset Management, LLC | 14,063 | $2.15M | 0.68% | −123−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 14,021 | $2.15M | 0.06% | +1,693+13.7% | Added |
| Park Avenue Securities LLC | 13,988 | $2.14M | 0.02% | −6,340−31.2% | Reduced |
| Farther Finance Advisors, LLC | 13,971 | $2.14M | 0.08% | +4,393+45.9% | Added |
| Harbor Capital Advisors, Inc. | 13,926 | $2.13M | 0.09% | +64+0.5% | Added |
| Hilltop Holdings Inc. | 13,895 | $2.13M | 0.14% | +1,709+14.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,881 | $2.13M | 0.99% | −196−1.4% | Reduced |
| Accel Wealth Management | 13,833 | $2.12M | 0.79% | −335−2.4% | Reduced |
| Congress Wealth Management LLC | 13,824 | $2.12M | 0.03% | +6,852+98.3% | Added |
| Caz Investments LP | 13,800 | $2.11M | 1.96% | 00.0% | Unchanged |
| Choate Investment Advisors | 13,789 | $2.11M | 0.05% | +1,471+11.9% | Added |
| Patrick M Sweeney & Associates, Inc | 13,765 | $2.11M | 1.55% | −75−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 13,579 | $2.08M | 0.09% | −2,655−16.4% | Reduced |
| Accretive Wealth Partners, LLC | 13,435 | $2.06M | 0.86% | −323−2.3% | Reduced |
| L.M. Kohn & Company | 13,280 | $2.03M | 0.52% | +151+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 13,245 | $2.03M | 0.03% | +369+2.9% | Added |
| New Vernon Investment Management LLC | 13,201 | $2.02M | 2.18% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,195 | $2.02M | 0.19% | −240−1.8% | Reduced |
| Klingman & Associates, LLC | 13,139 | $2.01M | 0.12% | −63−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 13,113 | $2.01M | 0.20% | +13,113 | New |
| Norway Savings Bank | 13,094 | $2.01M | 1.09% | +406+3.2% | Added |
| Dimension Capital Management LLC | 13,064 | $2.00M | 0.38% | −118−0.9% | Reduced |
| Man Group plc | 12,997 | $1.99M | 0.01% | −19,806−60.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 12,919 | $1.98M | 0.19% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 12,880 | $1.97M | 0.50% | +12,880 | New |
| Merit Financial Group, LLC | 12,864 | $1.97M | 0.04% | +2,634+25.7% | Added |
| Lodestone Wealth Management LLC | 12,858 | $1.97M | 1.00% | −678−5.0% | Reduced |
| Osprey Private Wealth LLC | 12,835 | $1.97M | 1.38% | +12,835 | New |
| Beacon Investment Advisory Services, Inc. | 12,825 | $1.96M | 0.08% | −25−0.2% | Reduced |
| Matrix Private Capital Group LLC | 12,779 | $1.96M | 1.13% | −775−5.7% | Reduced |
| Ocean Capital Management, LLC | 12,739 | $1.95M | 0.46% | +12,739 | New |
| Bank Ozk | 12,688 | $1.94M | 0.80% | −140−1.1% | Reduced |
| First United Bank Trust | 12,680 | $1.94M | 0.70% | −565−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,657 | $1.94M | 0.13% | −401−3.1% | Reduced |
| Capstone Investment Advisors, LLC | 12,578 | $1.93M | 0.04% | +12,578 | New |
| WSFS Capital Management, LLC | 12,566 | $1.92M | 0.10% | −1,399−10.0% | Reduced |
| Hilltop National Bank | 12,528 | $1.92M | 0.58% | +335+2.7% | Added |
| Modern Wealth Management, LLC | 12,515 | $1.92M | 0.12% | +324+2.7% | Added |
| Citizens & Northern Corp | 12,469 | $1.91M | 0.57% | +875+7.5% | Added |
| Hudson Valley Investment Advisors Inc | 12,426 | $1.90M | 0.21% | −723−5.5% | Reduced |
| Brave Asset Management Inc | 12,419 | $1.90M | 0.47% | 00.0% | Unchanged |