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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 12,388 | $1.90M | 0.02% | −465−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 12,362 | $1.89M | 0.34% | −480−3.7% | Reduced |
| Xcel Wealth Management, LLC | 12,293 | $1.88M | 0.55% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 12,290 | $1.88M | 0.42% | +189+1.6% | Added |
| Horizon Investments, LLC | 12,351 | $1.88M | 0.05% | −204−1.6% | Reduced |
| Segment Wealth Management, LLC | 12,260 | $1.88M | 0.13% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,253 | $1.88M | 0.09% | −1,584−11.4% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $1.87M | 0.46% | 00.0% | Unchanged |
| Welch & Forbes LLC | 12,202 | $1.87M | 0.02% | +178+1.5% | Added |
| Crescent Grove Advisors, LLC | 12,189 | $1.87M | 0.19% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 12,157 | $1.86M | 0.18% | −4,164−25.5% | Reduced |
| Sandbox Financial Partners, LLC | 12,109 | $1.85M | 0.66% | +229+1.9% | Added |
| Douglass Winthrop Advisors, LLC | 12,021 | $1.84M | 0.04% | +585+5.1% | Added |
| TCTC Holdings, LLC | 12,000 | $1.84M | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,987 | $1.84M | 0.08% | +20+0.2% | Added |
| Capital Investment Advisors, LLC | 11,942 | $1.83M | 0.04% | −167−1.4% | Reduced |
| Coldstream Capital Management Inc | 11,127 | $1.82M | 0.04% | +4,811+76.2% | Added |
| Spirit of America Management Corp | 11,750 | $1.80M | 0.36% | +200+1.7% | Added |
| Private Trust Co NA | 11,733 | $1.80M | 0.18% | −101−0.9% | Reduced |
| Ballentine Partners, LLC | 11,718 | $1.79M | 0.03% | +2,413+25.9% | Added |
| TCG Advisory Services, LLC | 11,709 | $1.79M | 0.08% | +1,649+16.4% | Added |
| Castle Rock Wealth Management, LLC | 11,896 | $1.79M | 0.43% | +153+1.3% | Added |
| Westside Investment Management, Inc. | 11,650 | $1.78M | 0.38% | −1,315−10.1% | Reduced |
| Good Life Advisors, LLC | 11,633 | $1.78M | 0.11% | −75−0.6% | Reduced |
| Marcum Wealth, LLC | 11,605 | $1.78M | 0.17% | −516−4.3% | Reduced |
| Angeles Wealth Management, LLC | 11,600 | $1.78M | 0.15% | +183+1.6% | Added |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.77M | 0.14% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 11,576 | $1.77M | 0.01% | −5,636−32.7% | Reduced |
| Clarius Group, LLC | 11,671 | $1.77M | 0.12% | +101+0.9% | Added |
| Summit Financial, LLC | 11,571 | $1.77M | 0.07% | +4,288+58.9% | Added |
| Moseley Investment Management Inc | 11,565 | $1.77M | 0.71% | +326+2.9% | Added |
| Missouri Trust & Investment Co | 11,483 | $1.76M | 0.61% | −332−2.8% | Reduced |
| Altus Wealth Group LLC | 11,431 | $1.75M | 0.75% | +2,200+23.8% | Added |
| SFMG, LLC | 11,407 | $1.75M | 0.14% | +49+0.4% | Added |
| Prosperity Consulting Group, LLC | 11,393 | $1.74M | 0.14% | +5,570+95.7% | Added |
| Investors Asset Management of Georgia Inc | 11,370 | $1.74M | 0.82% | −1,045−8.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,364 | $1.74M | 0.07% | −4,164−26.8% | Reduced |
| David Loasby | 11,467 | $1.73M | 0.16% | +379+3.4% | Added |
| Walter & Keenan Financial Consulting Co | 11,313 | $1.73M | 0.53% | +6+0.1% | Added |
| Prio Wealth Limited Partnership | 11,266 | $1.73M | 0.05% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 11,259 | $1.73M | 0.25% | +500+4.6% | Added |
| Change Path, LLC | 11,259 | $1.72M | 0.06% | +5,393+91.9% | Added |
| Umb Bank N A | 11,256 | $1.72M | 0.03% | −1,174−9.4% | Reduced |
| SeaCrest Wealth Management, LLC | 11,255 | $1.72M | 0.19% | +769+7.3% | Added |
| Morse Asset Management, Inc | 11,232 | $1.72M | 0.37% | +80+0.7% | Added |
| Profund Advisors LLC | 11,185 | $1.71M | 0.06% | +279+2.6% | Added |
| DoubleLine ETF Adviser LP | 11,134 | $1.70M | 0.42% | −733−6.2% | Reduced |
| Parcion Private Wealth LLC | 11,101 | $1.70M | 0.14% | +9,039+438.4% | Added |
| Fulton Bank, N.A. | 11,099 | $1.70M | 0.06% | +118+1.1% | Added |
| Blueshift Asset Management, LLC | 11,025 | $1.69M | 0.42% | −482−4.2% | Reduced |
| Confluence Investment Management LLC | 11,000 | $1.68M | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $1.68M | 0.37% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,975 | $1.68M | 0.04% | +1,346+14.0% | Added |
| Central Trust Co | 10,972 | $1.68M | 0.04% | −1,624−12.9% | Reduced |
| Carson Advisory Inc. | 10,940 | $1.68M | 1.05% | −25−0.2% | Reduced |
| TBH Global Asset Management, LLC | 10,940 | $1.68M | 0.37% | 00.0% | Unchanged |
| RDA Financial Network | 10,923 | $1.67M | 0.52% | −160−1.4% | Reduced |
| Fortem Financial Group, LLC | 10,785 | $1.65M | 0.67% | +281+2.7% | Added |
| Seelaus Asset Management LLC | 10,754 | $1.65M | 1.51% | +2,750+34.4% | Added |
| Prudential PLC | 10,686 | $1.64M | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,663 | $1.63M | 0.05% | +516+5.1% | Added |
| Country Club Bank | 10,485 | $1.62M | 0.11% | 00.0% | Unchanged |
| E&G Advisors, LP | 10,484 | $1.60M | 0.44% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 10,380 | $1.59M | 1.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,377 | $1.59M | 0.17% | −645−5.9% | Reduced |
| Eastern Bank | 10,376 | $1.59M | 0.03% | +10,376 | New |
| Renaissance Investment Group LLC | 10,281 | $1.57M | 0.33% | −648−5.9% | Reduced |
| Ritholtz Wealth Management | 10,239 | $1.57M | 0.05% | +969+10.5% | Added |
| King Luther Capital Management Corp | 10,118 | $1.55M | 0.01% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 10,091 | $1.55M | 2.81% | −7,524−42.7% | Reduced |
| Level Four Advisory Services, LLC | 9,193 | $1.54M | 0.06% | +638+7.5% | Added |
| Fortis Capital Advisors, LLC | 10,061 | $1.54M | 0.52% | −2,151−17.6% | Reduced |
| Curated Wealth Partners LLC | 10,049 | $1.54M | 0.20% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 10,000 | $1.53M | 0.78% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 10,000 | $1.53M | 0.11% | +10,000 | New |
| Meitav Dash Investments Ltd | 10,030 | $1.52M | 0.03% | +728+7.8% | Added |
| Moneta Group Investment Advisors LLC | 9,912 | $1.52M | 0.02% | −1,116−10.1% | Reduced |
| RMR Wealth Builders | 9,900 | $1.52M | 0.16% | +362+3.8% | Added |
| Ayrshire Capital Management LLC | 9,873 | $1.51M | 0.72% | +134+1.4% | Added |
| FRG Family Wealth Advisors LLC | 9,808 | $1.50M | 0.27% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 9,789 | $1.50M | 0.61% | −13−0.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 9,788 | $1.50M | 0.94% | +111+1.1% | Added |
| LBMC Investment Advisors, LLC | 9,655 | $1.48M | 0.12% | +20.0% | Added |
| Carnegie Lake Advisors LLC | 9,655 | $1.48M | 0.58% | +9,655 | New |
| Cravens & Co Advisors, LLC | 9,559 | $1.46M | 1.13% | −757−7.3% | Reduced |
| Chapin Davis, Inc. | 9,544 | $1.46M | 0.47% | −800−7.7% | Reduced |
| United Bank | 9,532 | $1.46M | 0.67% | −595−5.9% | Reduced |
| Heritage Investors Management Corp | 9,524 | $1.46M | 0.05% | −1,380−12.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 9,492 | $1.45M | 0.10% | +3,492+58.2% | Added |
| Davis Investment Partners, LLC | 9,540 | $1.45M | 0.61% | 00.0% | Unchanged |
| First Pacific Financial | 9,435 | $1.44M | 0.34% | +210+2.3% | Added |
| Buckingham Strategic Partners | 9,427 | $1.44M | 0.03% | +514+5.8% | Added |
| Zhang Financial LLC | 9,396 | $1.44M | 0.09% | −905−8.8% | Reduced |
| LMG Wealth Partners, LLC | 9,390 | $1.44M | 0.33% | +479+5.4% | Added |
| Mayflower Financial Advisors, LLC | 9,357 | $1.43M | 0.22% | −272−2.8% | Reduced |
| Harmony Asset Management LLC | 9,319 | $1.43M | 0.52% | +71+0.8% | Added |
| Samjo Management, LLC | 9,310 | $1.43M | 0.49% | +10+0.1% | Added |
| Aspen Grove Capital, LLC | 9,284 | $1.42M | 0.31% | +40.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,227 | $1.41M | 0.21% | −762−7.6% | Reduced |
| Cornerstone National Bank & Trust Co | 9,194 | $1.41M | 0.64% | +68+0.7% | Added |