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, Q4 2024
Institutional positions in Blackstone Inc. as of Dec 31, 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
- 2,135
- +228 vs. Q3 2024
- Shares held
- 513.0M
- +2.96M (+0.6%) vs. Q3 2024
- Total value
- $88.4B
- +$11.1B (+14.3%) vs. Q3 2024
- New holders
- 301
- 776 more added
- Sold out
- 73
- 761 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 4,635 | $799.2K | 0.11% | −668−12.6% | Reduced |
| Howard Capital Management Inc. | 4,637 | $799.5K | 0.01% | +265+6.1% | Added |
| Thoma Capital Management LLC | 4,642 | $800.3K | 0.55% | +4,642 | New |
| Trust Point Inc. | 4,658 | $803.1K | 0.06% | +21+0.5% | Added |
| Community Financial Services Group, LLC | 4,665 | $804.3K | 0.16% | −1,000−17.7% | Reduced |
| Advisory Research Inc | 4,667 | $804.7K | 0.13% | −1,500−24.3% | Reduced |
| WealthTrust Axiom LLC | 4,678 | $806.6K | 0.24% | −1,704−26.7% | Reduced |
| Viawealth, LLC | 4,685 | $807.9K | 0.49% | −171−3.5% | Reduced |
| Visionary Wealth Advisors | 4,689 | $808.5K | 0.05% | −638−12.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,692 | $809.0K | 0.06% | +19+0.4% | Added |
| Heritage Wealth Advisors | 4,693 | $809.2K | 0.04% | −378−7.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,700 | $810.4K | 0.82% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,705 | $811.2K | 0.37% | +118+2.6% | Added |
| 10Elms LLP | 4,714 | $812.8K | 0.84% | +4,714 | New |
| Ullmann Financial Group, Inc. | 4,719 | $813.7K | 0.11% | +133+2.9% | Added |
| MFA Wealth Services | 4,721 | $813.9K | 0.65% | +4,721 | New |
| Ameriflex Group, Inc. | 4,597 | $814.2K | 0.37% | +4,597 | New |
| Birinyi Associates Inc | 4,722 | $814.2K | 0.22% | +4+0.1% | Added |
| Occudo Quantitative Strategies LP | 4,761 | $820.9K | 0.15% | +4,761 | New |
| Intrua Financial, LLC | 4,764 | $821.4K | 0.13% | −3,007−38.7% | Reduced |
| Silverlake Wealth Management LLC | 4,794 | $826.7K | 0.32% | −26−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,805 | $828.5K | 0.01% | −488−9.2% | Reduced |
| Massmutual Trust Co FSB | 4,806 | $828.7K | 0.02% | +586+13.9% | Added |
| Oddo BHF Asset Management SAS | 4,809 | $829.2K | 0.04% | +790+19.7% | Added |
| Raiffeisen Bank International AG | 4,843 | $833.2K | 0.01% | +4,843 | New |
| FFT Wealth Management LLC | 4,834 | $833.4K | 0.06% | +18+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,848 | $835.9K | 0.05% | +1,622+50.3% | Added |
| Everpar Advisors LLC | 4,855 | $837.1K | 0.42% | +56+1.2% | Added |
| LM Advisors LLC | 4,863 | $838.0K | 0.15% | −300−5.8% | Reduced |
| Stevens Capital Management LP | 4,872 | $840.0K | 0.34% | +4,872 | New |
| Atlantic Union Bankshares Corp | 4,876 | $840.7K | 0.05% | −20−0.4% | Reduced |
| Guinness Asset Management LTD | 4,887 | $842.6K | 0.02% | +1,422+41.0% | Added |
| Caas Capital Management LP | 4,890 | $843.1K | 0.70% | +4,890 | New |
| Robertson Stephens Wealth Management, LLC | 4,904 | $845.5K | 0.03% | −2,787−36.2% | Reduced |
| SBI Securities Co., Ltd. | 4,905 | $845.7K | 0.03% | +4,905 | New |
| Octavia Wealth Advisors, LLC | 4,913 | $847.1K | 0.10% | −952−16.2% | Reduced |
| Operose Advisors LLC | 4,915 | $847.4K | 0.29% | +702+16.7% | Added |
| BCJ Capital Management, LLC | 4,922 | $848.7K | 0.06% | +4,922 | New |
| First American Trust, FSB | 4,933 | $850.4K | 0.08% | +13+0.3% | Added |
| Geneos Wealth Management Inc. | 4,943 | $852.2K | 0.03% | +3+0.1% | Added |
| Gridiron Partners, LLC | 4,948 | $853.1K | 0.54% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,960 | $855.2K | 0.32% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 4,992 | $860.8K | 0.66% | +403+8.8% | Added |
| McKinley Carter Wealth Services, Inc. | 4,996 | $861.4K | 0.05% | +86+1.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,531 | $862.1K | 0.00% | +313+7.4% | Added |
| Corps Capital Advisors, LLC | 5,000 | $862.1K | 0.87% | +5,000 | New |
| Clear Creek Financial Management, LLC | 5,001 | $862.3K | 0.09% | +427+9.3% | Added |
| Alpha Cubed Investments, LLC | 5,003 | $862.6K | 0.04% | −71−1.4% | Reduced |
| 1620 Investment Advisors, Inc. | 5,004 | $862.8K | 0.65% | +20+0.4% | Added |
| Willner & Heller, LLC | 5,009 | $863.6K | 0.76% | −26−0.5% | Reduced |
| Parkside Financial Bank & Trust | 5,019 | $865.3K | 0.11% | +1,250+33.2% | Added |
| Salem Investment Counselors Inc | 5,025 | $866.4K | 0.03% | −400−7.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,047 | $870.2K | 0.03% | −270−5.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,066 | $873.5K | 0.07% | +3,070+153.8% | Added |
| LexAurum Advisors, LLC | 5,068 | $873.8K | 0.17% | +145+2.9% | Added |
| Bourgeon Capital Management LLC | 5,104 | $880.0K | 0.16% | +5,104 | New |
| Verus Capital Partners, LLC | 5,105 | $880.2K | 0.08% | −262−4.9% | Reduced |
| Guerra Advisors Inc | 5,147 | $887.5K | 0.49% | +5,147 | New |
| Mark Sheptoff Financial Planning, LLC | 5,150 | $888.0K | 0.48% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,190 | $893.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 5,187 | $894.3K | 0.11% | +2,037+64.7% | Added |
| Seamount Financial Group Inc | 5,193 | $895.4K | 0.62% | −270−4.9% | Reduced |
| Forte Capital LLC | 5,197 | $896.0K | 0.10% | −877−14.4% | Reduced |
| Southland Equity Partners LLC | 5,218 | $899.7K | 0.21% | −358−6.4% | Reduced |
| Roble, Belko & Company, Inc | 5,229 | $902.0K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,235 | $902.6K | 0.15% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,253 | $905.8K | 0.39% | −250−4.5% | Reduced |
| Gables Capital Management Inc. | 5,255 | $906.1K | 0.44% | −115−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,279 | $910.2K | 0.26% | −200−3.7% | Reduced |
| Norden Group LLC | 5,289 | $911.9K | 0.10% | +1,078+25.6% | Added |
| Crestline Management, LP | 5,300 | $913.8K | 0.03% | +2,985+128.9% | Added |
| Ironsides Asset Advisors, LLC | 5,300 | $913.9K | 0.26% | 00.0% | Unchanged |
| IAM Advisory, LLC | 5,304 | $914.5K | 0.23% | +17+0.3% | Added |
| Broyhill Asset Management | 5,306 | $914.9K | 0.81% | +5,306 | New |
| David R. Rahn & Associates Inc. | 5,320 | $917.3K | 0.30% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,321 | $917.4K | 0.01% | +1,754+49.2% | Added |
| Reliant Investment Partners, LLC | 5,321 | $917.4K | 0.81% | +5,321 | New |
| TRUE Private Wealth Advisors | 5,329 | $918.8K | 0.11% | +33+0.6% | Added |
| Simon Quick Advisors, LLC | 5,345 | $921.6K | 0.06% | +349+7.0% | Added |
| Lionshead Wealth Management, LLC | 5,346 | $921.9K | 0.67% | +5,346 | New |
| Quad-Cities Investment Group, LLC | 5,351 | $922.6K | 0.45% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,357 | $923.7K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,362 | $923.8K | 0.05% | 00.0% | Unchanged |
| Sather Financial Group Inc | 5,400 | $931.1K | 0.06% | −650−10.7% | Reduced |
| Charter Trust Co | 5,405 | $931.9K | 0.06% | +181+3.5% | Added |
| McDonald Partners LLC | 5,431 | $936.6K | 0.24% | −7−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,433 | $936.7K | 0.08% | −20−0.4% | Reduced |
| Mosaic Financial Group, LLC | 5,448 | $939.0K | 0.67% | −433−7.4% | Reduced |
| Kozak & Associates, Inc. | 5,342 | $939.7K | 0.21% | +27+0.5% | Added |
| Annex Advisory Services, LLC | 5,461 | $941.5K | 0.03% | −260−4.5% | Reduced |
| Enterprise Bank & Trust Co | 5,463 | $941.9K | 0.31% | +1,262+30.0% | Added |
| Gilman Hill Asset Management, LLC | 5,470 | $943.1K | 0.16% | −100−1.8% | Reduced |
| Westmount Partners, LLC | 5,501 | $948.5K | 0.29% | +2,085+61.0% | Added |
| Sherman Porfolios, LLC | 5,512 | $950.4K | 0.41% | +5,512 | New |
| Galvin, Gaustad & Stein, LLC | 5,529 | $953.3K | 0.09% | −8−0.1% | Reduced |
| Focus Financial Network, Inc. | 5,570 | $960.3K | 0.04% | +257+4.8% | Added |
| Jmac Enterprises LLC | 5,600 | $965.6K | 0.15% | −500−8.2% | Reduced |
| BluePath Capital Management, LLC | 5,858 | $971.0K | 0.53% | +835+16.6% | Added |
| Csenge Advisory Group | 5,646 | $973.4K | 0.05% | −288−4.9% | Reduced |
| New England Research & Management, Inc. | 5,650 | $974.0K | 0.50% | +5,650 | New |