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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 9,603 | $1.65M | 0.12% | +491+5.4% | Added |
| Bayesian Capital Management, LP | 9,596 | $1.65M | 0.20% | +9,596 | New |
| Sagespring Wealth Partners, LLC | 9,622 | $1.66M | 0.04% | +9,622 | New |
| Freestone Capital Holdings, LLC | 9,627 | $1.66M | 0.06% | +940+10.8% | Added |
| LBMC Investment Advisors, LLC | 9,657 | $1.66M | 0.13% | +20.0% | Added |
| Carnegie Lake Advisors LLC | 9,655 | $1.67M | 0.67% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,662 | $1.67M | 0.05% | −4,506−31.8% | Reduced |
| Maven Securities LTD | 9,757 | $1.68M | 0.27% | +9,757 | New |
| Kirtland Hills Capital Management, LLC | 9,765 | $1.68M | 1.08% | +830+9.3% | Added |
| Ritholtz Wealth Management | 9,775 | $1.69M | 0.05% | −464−4.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 9,793 | $1.69M | 1.05% | +5+0.1% | Added |
| FRG Family Wealth Advisors LLC | 9,810 | $1.69M | 0.31% | +20.0% | Added |
| Sandy Cove Advisors, LLC | 9,866 | $1.70M | 0.67% | +77+0.8% | Added |
| Ayrshire Capital Management LLC | 9,942 | $1.71M | 0.84% | +69+0.7% | Added |
| Donald L. Hagan, LLC | 10,000 | $1.72M | 0.90% | 00.0% | Unchanged |
| RDA Financial Network | 10,024 | $1.73M | 0.50% | −899−8.2% | Reduced |
| Curated Wealth Partners LLC | 10,065 | $1.74M | 0.20% | +16+0.2% | Added |
| Cullinan Associates Inc | 10,100 | $1.74M | 0.11% | −16,342−61.8% | Reduced |
| Profund Advisors LLC | 10,124 | $1.75M | 0.06% | −1,061−9.5% | Reduced |
| Comprehensive Money Management Services LLC | 10,130 | $1.75M | 1.44% | +10,130 | New |
| TCW Group Inc | 10,133 | $1.75M | 0.01% | −41,136−80.2% | Reduced |
| NorthRock Partners, LLC | 10,283 | $1.77M | 0.06% | −380−3.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,305 | $1.78M | 1.15% | −75−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 10,324 | $1.78M | 0.19% | −931−8.3% | Reduced |
| E&G Advisors, LP | 10,384 | $1.78M | 0.48% | −100−1.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,326 | $1.78M | 0.54% | −987−8.7% | Reduced |
| Eastern Bank | 10,332 | $1.78M | 0.03% | −44−0.4% | Reduced |
| Carson Advisory Inc. | 10,340 | $1.78M | 1.24% | −600−5.5% | Reduced |
| Callan Family Office, LLC | 10,359 | $1.79M | 0.11% | +8,078+354.1% | Added |
| Gateway Investment Advisers LLC | 10,602 | $1.83M | 0.02% | −4,400−29.3% | Reduced |
| MUFG Securities Americas Inc. | 10,658 | $1.84M | 0.23% | +10,658 | New |
| Prudential PLC | 10,686 | $1.84M | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,702 | $1.85M | 0.18% | +325+3.1% | Added |
| Franklin Street Advisors Inc | 10,727 | $1.85M | 0.12% | +4,973+86.4% | Added |
| Kerusso Capital Management LLC | 10,748 | $1.85M | 1.18% | −10,730−50.0% | Reduced |
| Seelaus Asset Management LLC | 10,754 | $1.85M | 1.69% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 10,800 | $1.86M | 0.45% | −300−2.7% | Reduced |
| Hall Capital Management Co Inc | 10,849 | $1.87M | 0.87% | +10,849 | New |
| SFMG, LLC | 10,901 | $1.88M | 0.15% | −506−4.4% | Reduced |
| Investors Asset Management of Georgia Inc | 10,908 | $1.88M | 0.92% | −462−4.1% | Reduced |
| United Bank | 10,910 | $1.88M | 0.79% | +1,378+14.5% | Added |
| Fortis Capital Advisors, LLC | 13,275 | $1.89M | 0.65% | +3,214+31.9% | Added |
| Confluence Investment Management LLC | 11,000 | $1.90M | 0.03% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $1.90M | 0.43% | 00.0% | Unchanged |
| Country Club Bank | 11,055 | $1.90M | 0.13% | +570+5.4% | Added |
| Central Trust Co | 11,035 | $1.90M | 0.05% | +63+0.6% | Added |
| CTC LLC | 11,037 | $1.90M | 0.19% | −26,477−70.6% | Reduced |
| Fortem Financial Group, LLC | 11,049 | $1.91M | 0.74% | +264+2.4% | Added |
| Wetherby Asset Management Inc | 11,096 | $1.91M | 0.09% | −3,052−21.6% | Reduced |
| Parcion Private Wealth LLC | 11,101 | $1.91M | 0.15% | 00.0% | Unchanged |
| Private Trust Co NA | 11,173 | $1.93M | 0.20% | −560−4.8% | Reduced |
| Fulton Bank, N.A. | 11,202 | $1.93M | 0.07% | +103+0.9% | Added |
| Ellevest, Inc. | 11,263 | $1.94M | 0.11% | +5,676+101.6% | Added |
| Lindbrook Capital, LLC | 11,320 | $1.95M | 0.18% | +5,577+97.1% | Added |
| Vise Technologies, Inc. | 11,322 | $1.95M | 0.16% | +7,919+232.7% | Added |
| Good Life Advisors, LLC | 11,343 | $1.96M | 0.14% | −290−2.5% | Reduced |
| WoodTrust Financial Corp | 11,359 | $1.96M | 0.28% | +100+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,426 | $1.97M | 0.07% | +62+0.5% | Added |
| David Loasby | 11,997 | $1.98M | 0.18% | +530+4.6% | Added |
| Altus Wealth Group LLC | 11,481 | $1.98M | 0.88% | +50+0.4% | Added |
| Moseley Investment Management Inc | 11,552 | $1.99M | 0.78% | −13−0.1% | Reduced |
| Coldstream Capital Management Inc | 11,576 | $2.00M | 0.04% | +449+4.0% | Added |
| Gillespie Robinson & Grimm Inc | 11,585 | $2.00M | 0.16% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,601 | $2.00M | 0.08% | −108−0.9% | Reduced |
| Marcum Wealth, LLC | 11,607 | $2.00M | 0.17% | +20.0% | Added |
| Westside Investment Management, Inc. | 11,615 | $2.00M | 0.42% | −35−0.3% | Reduced |
| Umb Bank N A | 11,629 | $2.01M | 0.03% | +373+3.3% | Added |
| Carolinas Wealth Consulting LLC | 11,631 | $2.01M | 0.39% | −731−5.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,631 | $2.01M | 0.67% | +3,112+36.5% | Added |
| Castle Rock Wealth Management, LLC | 12,178 | $2.01M | 0.48% | +282+2.4% | Added |
| Clarius Group, LLC | 11,695 | $2.02M | 0.14% | +24+0.2% | Added |
| TCTC Holdings, LLC | 11,698 | $2.02M | 0.07% | −302−2.5% | Reduced |
| Verity & Verity, LLC | 11,711 | $2.02M | 0.18% | +11,711 | New |
| Angeles Wealth Management, LLC | 11,743 | $2.02M | 0.17% | +143+1.2% | Added |
| Douglass Winthrop Advisors, LLC | 11,871 | $2.05M | 0.04% | −150−1.2% | Reduced |
| Missouri Trust & Investment Co | 11,920 | $2.06M | 0.72% | +437+3.8% | Added |
| Kingswood Wealth Advisors, LLC | 12,019 | $2.07M | 0.16% | −2,838−19.1% | Reduced |
| Hilltop Holdings Inc. | 12,074 | $2.08M | 0.13% | −1,821−13.1% | Reduced |
| Sandbox Financial Partners, LLC | 12,092 | $2.08M | 0.70% | −17−0.1% | Reduced |
| Diversify Advisory Services, LLC | 12,678 | $2.09M | 0.12% | −8,436−40.0% | Reduced |
| Capital Investment Advisors, LLC | 12,136 | $2.09M | 0.04% | +194+1.6% | Added |
| Crescent Grove Advisors, LLC | 12,189 | $2.10M | 0.21% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 12,192 | $2.10M | 1.09% | +12,192 | New |
| Sowell Financial Services LLC | 12,277 | $2.12M | 0.11% | +24+0.2% | Added |
| Xcel Wealth Management, LLC | 12,293 | $2.12M | 0.59% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 12,293 | $2.12M | 1.21% | −486−3.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 13,247 | $2.13M | 0.18% | +1,090+9.0% | Added |
| Brave Asset Management Inc | 12,419 | $2.14M | 0.68% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 12,426 | $2.14M | 0.24% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 12,467 | $2.15M | 0.60% | +12,467 | New |
| Canada Post Corp Registered Pension Plan | 12,470 | $2.15M | 0.13% | +12,470 | New |
| Horizon Investments, LLC | 12,587 | $2.15M | 0.06% | +236+1.9% | Added |
| Cumberland Partners Ltd | 12,500 | $2.16M | 0.15% | +2,500+25.0% | Added |
| First United Bank Trust | 12,502 | $2.16M | 0.78% | −178−1.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,511 | $2.16M | 0.14% | −146−1.2% | Reduced |
| Hollencrest Capital Management | 12,563 | $2.17M | 0.09% | +576+4.8% | Added |
| WSFS Capital Management, LLC | 12,566 | $2.17M | 0.12% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 12,576 | $2.17M | 0.16% | +1,183+10.4% | Added |
| Modern Wealth Management, LLC | 12,631 | $2.18M | 0.08% | +116+0.9% | Added |
| Smith, Moore & Co. | 12,635 | $2.18M | 0.20% | −560−4.2% | Reduced |