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 |
|---|---|---|---|---|---|
| Walker Asset Management, LLC | 7,331 | $1.26M | 0.78% | +38+0.5% | Added |
| Nwam LLC | 7,348 | $1.27M | 0.08% | −740−9.1% | Reduced |
| Callan Capital, LLC | 7,351 | $1.27M | 0.09% | −404−5.2% | Reduced |
| Cigna Investments Inc | 7,390 | $1.27M | 0.22% | +32+0.4% | Added |
| VCI Wealth Management LLC | 7,412 | $1.28M | 0.54% | +7,412 | New |
| Sage Mountain Advisors LLC | 7,433 | $1.28M | 0.09% | −122−1.6% | Reduced |
| Mission Wealth Management, LP | 7,440 | $1.28M | 0.03% | +160+2.2% | Added |
| Brown Miller Wealth Management, LLC | 7,478 | $1.29M | 0.49% | −211−2.7% | Reduced |
| Alteri Wealth LLC | 7,479 | $1.29M | 0.36% | +7,479 | New |
| Benchmark Financial Wealth Advisors, LLC | 7,486 | $1.29M | 0.41% | +38+0.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,517 | $1.30M | 0.27% | +1,267+20.3% | Added |
| Union Savings Bank | 7,581 | $1.31M | 0.64% | −474−5.9% | Reduced |
| Hexagon Capital Partners LLC | 7,598 | $1.31M | 0.24% | −50−0.7% | Reduced |
| LRI Investments, LLC | 7,608 | $1.31M | 0.13% | +30+0.4% | Added |
| Sage Rhino Capital LLC | 7,661 | $1.32M | 0.29% | −139−1.8% | Reduced |
| Verition Fund Management LLC | 7,699 | $1.33M | 0.01% | +1,941+33.7% | Added |
| Shelton Capital Management | 7,707 | $1.33M | 0.03% | +1,863+31.9% | Added |
| Chicago Trust Co NA | 7,721 | $1.33M | 0.24% | −334−4.1% | Reduced |
| Leonteq Securities AG | 7,752 | $1.34M | 0.13% | −703−8.3% | Reduced |
| Latash Investments, LLC | 7,774 | $1.34M | 1.05% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 7,802 | $1.35M | 0.05% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,826 | $1.35M | 0.02% | −720−8.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 7,840 | $1.35M | 1.25% | +7,840 | New |
| DRW Securities, LLC | 7,896 | $1.36M | 0.09% | +7,896 | New |
| Brighton Jones LLC | 7,917 | $1.37M | 0.04% | +2,035+34.6% | Added |
| PBMares Wealth Management LLC | 7,965 | $1.37M | 0.28% | −278−3.4% | Reduced |
| Element Wealth, LLC | 7,992 | $1.38M | 0.72% | +18+0.2% | Added |
| Harmony Asset Management LLC | 8,008 | $1.38M | 0.55% | −1,311−14.1% | Reduced |
| MidWestOne Financial Group, Inc. | 8,035 | $1.39M | 0.19% | −420−5.0% | Reduced |
| Panagora Asset Management Inc | 8,046 | $1.39M | 0.01% | +1,127+16.3% | Added |
| Absolute Capital Management, LLC | 8,050 | $1.39M | 0.77% | +635+8.6% | Added |
| Lowe Brockenbrough & Co Inc | 8,061 | $1.39M | 0.09% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 8,075 | $1.39M | 0.57% | −247−3.0% | Reduced |
| Walleye Capital LLC | 8,081 | $1.39M | 0.01% | +2,179+36.9% | Added |
| Sound View Wealth Advisors Group, LLC | 8,110 | $1.40M | 0.11% | +74+0.9% | Added |
| Old North State Trust, LLC | 8,124 | $1.40M | 0.89% | +373+4.8% | Added |
| Nicolet Bankshares Inc | 8,132 | $1.40M | 0.33% | −84−1.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,146 | $1.40M | 0.08% | +555+7.3% | Added |
| Forum Financial Management, LP | 8,167 | $1.41M | 0.02% | −36−0.4% | Reduced |
| Verdence Capital Advisors LLC | 8,205 | $1.41M | 0.11% | −205−2.4% | Reduced |
| Tectonic Advisors LLC | 8,224 | $1.42M | 0.09% | +42+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,228 | $1.42M | 0.04% | +505+6.5% | Added |
| Investment Partners Asset Management, Inc. | 8,237 | $1.42M | 1.11% | −483−5.5% | Reduced |
| Achmea Investment Management B.V. | 8,254 | $1.42M | 0.02% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 8,257 | $1.42M | 0.43% | −134−1.6% | Reduced |
| Trust Asset Management LLC | 8,305 | $1.43M | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,309 | $1.43M | 0.04% | +1,094+15.2% | Added |
| Qtron Investments LLC | 8,319 | $1.43M | 0.20% | −783−8.6% | Reduced |
| Haverford Trust Co | 8,351 | $1.44M | 0.01% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 8,387 | $1.45M | 0.55% | +8,387 | New |
| Apella Capital, LLC | 8,390 | $1.45M | 0.06% | +7+0.1% | Added |
| Aptus Capital Advisors, LLC | 8,466 | $1.46M | 0.02% | +78+0.9% | Added |
| Chapin Davis, Inc. | 9,544 | $1.46M | 0.48% | 00.0% | Unchanged |
| First National Trust Co | 8,485 | $1.46M | 0.05% | 00.0% | Unchanged |
| Bailard, Inc. | 8,500 | $1.47M | 0.04% | −105−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 8,504 | $1.47M | 0.09% | +1,001+13.3% | Added |
| Heirloom Wealth Management | 8,505 | $1.47M | 0.44% | +1,341+18.7% | Added |
| Apexium Financial, LP | 8,508 | $1.47M | 0.09% | +10.0% | Added |
| Ascent Group, LLC | 8,522 | $1.47M | 0.11% | +74+0.9% | Added |
| HRT Financial LP | 8,628 | $1.49M | 0.01% | −51,805−85.7% | Reduced |
| Smith, Salley & Associates | 8,658 | $1.49M | 0.10% | +8,658 | New |
| Gratus Wealth Advisors, LLC | 8,702 | $1.50M | 0.24% | −34−0.4% | Reduced |
| Baxter Bros Inc | 8,718 | $1.50M | 0.20% | +124+1.4% | Added |
| Pennsylvania Capital Management Inc | 8,729 | $1.51M | 0.52% | +14+0.2% | Added |
| Stamos Capital Partners, L.P. | 8,780 | $1.51M | 0.36% | +830+10.4% | Added |
| Pictet North America Advisors SA | 8,800 | $1.52M | 0.14% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 8,819 | $1.52M | 0.58% | +7,475+556.2% | Added |
| 17 Capital Partners, LLC | 8,831 | $1.52M | 0.96% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 8,901 | $1.53M | 0.16% | −4,212−32.1% | Reduced |
| Tradition Wealth Management, LLC | 8,966 | $1.55M | 0.14% | −207−2.3% | Reduced |
| GAMMA Investing LLC | 8,992 | $1.55M | 0.13% | +855+10.5% | Added |
| RW Investment Management LLC | 9,000 | $1.55M | 0.19% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,050 | $1.56M | 0.12% | −82−0.9% | Reduced |
| Promethium Advisors,llc | 9,063 | $1.56M | 1.07% | +150+1.7% | Added |
| HBK Sorce Advisory LLC | 9,063 | $1.56M | 0.05% | +224+2.5% | Added |
| Meitav Dash Investments Ltd | 9,091 | $1.57M | 0.03% | −939−9.4% | Reduced |
| Davis Investment Partners, LLC | 9,540 | $1.57M | 0.66% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,122 | $1.57M | 0.33% | −1,159−11.3% | Reduced |
| Level Four Advisory Services, LLC | 9,189 | $1.58M | 0.06% | −40.0% | Reduced |
| Anb Bank | 9,195 | $1.59M | 0.70% | +9,195 | New |
| Heritage Investors Management Corp | 9,209 | $1.59M | 0.05% | −315−3.3% | Reduced |
| Cornerstone National Bank & Trust Co | 9,227 | $1.59M | 0.73% | +33+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,238 | $1.59M | 0.24% | +11+0.1% | Added |
| Samjo Management, LLC | 9,260 | $1.60M | 0.60% | −50−0.5% | Reduced |
| First Pacific Financial | 9,271 | $1.60M | 0.37% | −164−1.7% | Reduced |
| Aspen Grove Capital, LLC | 9,287 | $1.60M | 0.34% | +30.0% | Added |
| Mather Group, LLC. | 9,319 | $1.61M | 0.02% | +140+1.5% | Added |
| Mayflower Financial Advisors, LLC | 9,344 | $1.61M | 0.24% | −13−0.1% | Reduced |
| Riverpark Capital Management LLC | 9,354 | $1.61M | 2.82% | −737−7.3% | Reduced |
| TBH Global Asset Management, LLC | 9,414 | $1.62M | 0.38% | −1,526−13.9% | Reduced |
| Brookstone Capital Management | 9,422 | $1.62M | 0.02% | +3,428+57.2% | Added |
| Kathmere Capital Management, LLC | 9,430 | $1.63M | 0.15% | +430+4.8% | Added |
| Larson Financial Group LLC | 9,445 | $1.63M | 0.08% | +4,292+83.3% | Added |
| Howard Financial Services, Ltd. | 9,469 | $1.63M | 0.22% | +8,082+582.7% | Added |
| LMG Wealth Partners, LLC | 9,488 | $1.64M | 0.36% | +98+1.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 9,489 | $1.64M | 0.11% | −30.0% | Reduced |
| Cravens & Co Advisors, LLC | 9,490 | $1.64M | 1.25% | −69−0.7% | Reduced |
| Diversified Trust Co | 9,534 | $1.64M | 0.04% | +730+8.3% | Added |
| Zhang Financial LLC | 9,567 | $1.65M | 0.09% | +171+1.8% | Added |
| Dale Q Rice Investment Management Ltd | 9,574 | $1.65M | 0.73% | +9,574 | New |