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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 12,693 | $2.19M | 0.48% | −46−0.4% | Reduced |
| AdvisorNet Financial, Inc | 12,694 | $2.19M | 0.18% | +4,648+57.8% | Added |
| La Banque Postale Asset Management SA | 12,708 | $2.19M | 0.03% | +12,708 | New |
| Citizens & Northern Corp | 12,807 | $2.21M | 0.60% | +338+2.7% | Added |
| Edmond de Rothschild Holding S.A. | 12,845 | $2.21M | 0.04% | −400−3.0% | Reduced |
| Lodestone Wealth Management LLC | 12,889 | $2.22M | 1.11% | +31+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 12,920 | $2.23M | 0.22% | +10.0% | Added |
| Augustine Asset Management Inc | 12,954 | $2.23M | 0.59% | +7,418+134.0% | Added |
| Welch & Forbes LLC | 12,982 | $2.24M | 0.03% | +780+6.4% | Added |
| Hilltop National Bank | 12,998 | $2.24M | 0.67% | +470+3.8% | Added |
| L.M. Kohn & Company | 13,020 | $2.24M | 0.58% | −260−2.0% | Reduced |
| Fieldview Capital Management, LLC | 13,055 | $2.25M | 0.35% | +13,055 | New |
| Dimension Capital Management LLC | 13,064 | $2.25M | 0.37% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 13,071 | $2.25M | 1.05% | −810−5.8% | Reduced |
| Klingman & Associates, LLC | 13,097 | $2.26M | 0.14% | −42−0.3% | Reduced |
| Spirit of America Management Corp | 13,100 | $2.26M | 0.46% | +1,350+11.5% | Added |
| Garrett Investment Advisors LLC | 13,106 | $2.26M | 0.22% | −4,821−26.9% | Reduced |
| Accretive Wealth Partners, LLC | 13,144 | $2.27M | 0.96% | −291−2.2% | Reduced |
| Osprey Private Wealth LLC | 13,175 | $2.27M | 1.59% | +340+2.6% | Added |
| Vestcor Inc | 13,244 | $2.28M | 0.08% | −993−7.0% | Reduced |
| Sunbelt Securities, Inc. | 13,485 | $2.32M | 0.20% | +6,575+95.2% | Added |
| Valeo Financial Advisors, LLC | 13,459 | $2.32M | 0.06% | −562−4.0% | Reduced |
| RiverPark Advisors, LLC | 13,524 | $2.33M | 1.87% | −1,401−9.4% | Reduced |
| Farther Finance Advisors, LLC | 13,568 | $2.34M | 0.08% | −403−2.9% | Reduced |
| Nations Financial Group Inc, | 13,578 | $2.34M | 0.17% | −1,758−11.5% | Reduced |
| Qsemble Capital Management, LP | 13,586 | $2.34M | 0.31% | +13,586 | New |
| Norway Savings Bank | 13,600 | $2.34M | 1.30% | +506+3.9% | Added |
| Kensington Investment Counsel, LLC | 13,639 | $2.35M | 0.98% | +6,080+80.4% | Added |
| Stiles Financial Services Inc | 13,681 | $2.36M | 0.85% | −952−6.5% | Reduced |
| Harbor Advisors LLC | 13,700 | $2.36M | 0.37% | +6,000+77.9% | Added |
| Adviser Investments LLC | 13,701 | $2.36M | 0.03% | +1,313+10.6% | Added |
| Patrick M Sweeney & Associates, Inc | 13,740 | $2.37M | 1.77% | −25−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 13,768 | $2.37M | 0.10% | +943+7.4% | Added |
| Caz Investments LP | 13,800 | $2.38M | 3.41% | 00.0% | Unchanged |
| Accel Wealth Management | 13,823 | $2.38M | 0.90% | −10−0.1% | Reduced |
| Ausdal Financial Partners, Inc. | 13,924 | $2.40M | 0.21% | +7,544+118.2% | Added |
| Intrepid Financial Planning Group LLC | 13,928 | $2.40M | 1.01% | −2,545−15.4% | Reduced |
| Opinicus Capital, Inc. | 13,974 | $2.41M | 2.03% | −738−5.0% | Reduced |
| Bank Ozk | 14,009 | $2.42M | 1.00% | +1,321+10.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,029 | $2.42M | 0.01% | +2,453+21.2% | Added |
| King Luther Capital Management Corp | 14,103 | $2.43M | 0.01% | +3,985+39.4% | Added |
| Pinnacle West Asset Management, Inc. | 14,205 | $2.45M | 1.75% | −850−5.6% | Reduced |
| Thoroughbred Financial Services, LLC | 14,210 | $2.45M | 0.15% | −210−1.5% | Reduced |
| Aragon Global Management, LP | 14,250 | $2.46M | 0.91% | +14,250 | New |
| Koa Wealth Management, LLC | 14,279 | $2.46M | 2.01% | −1,846−11.4% | Reduced |
| Harbor Capital Advisors, Inc. | 14,278 | $2.46M | 0.11% | +352+2.5% | Added |
| Western Wealth Management, LLC | 14,378 | $2.48M | 0.13% | −186−1.3% | Reduced |
| Wolverine Trading, LLC | 14,452 | $2.49M | 0.06% | +9,693+203.7% | Added |
| Chickasaw Capital Management LLC | 14,451 | $2.49M | 0.10% | −23−0.2% | Reduced |
| Hills Bank & Trust Co | 14,533 | $2.51M | 0.19% | −306−2.1% | Reduced |
| Balyasny Asset Management LLC | 14,554 | $2.51M | 0.01% | −12,719−46.6% | Reduced |
| Edgestream Partners, L.P. | 14,640 | $2.52M | 0.11% | +14,640 | New |
| Covenant Asset Management, LLC | 14,641 | $2.52M | 0.56% | −904−5.8% | Reduced |
| Harvest Investment Advisors, LLC | 14,717 | $2.54M | 1.75% | −236−1.6% | Reduced |
| Morse Asset Management, Inc | 14,731 | $2.54M | 0.58% | +3,499+31.2% | Added |
| Keybank National Association | 14,744 | $2.54M | 0.01% | +621+4.4% | Added |
| Grandview Asset Management LLC | 14,748 | $2.54M | 0.93% | −5,219−26.1% | Reduced |
| Insight Advisors, LLC | 14,807 | $2.55M | 0.44% | −341−2.3% | Reduced |
| New Vernon Investment Management LLC | 11,000 | $2.55M | 4.33% | −2,201−16.7% | Reduced |
| Moneta Group Investment Advisors LLC | 14,843 | $2.56M | 0.04% | +4,931+49.7% | Added |
| Dearborn Partners LLC | 14,868 | $2.56M | 0.11% | −800−5.1% | Reduced |
| Waters Parkerson & Co., LLC | 14,882 | $2.57M | 0.14% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 15,006 | $2.59M | 0.65% | +943+6.7% | Added |
| XML Financial, LLC | 15,101 | $2.60M | 0.24% | −209−1.4% | Reduced |
| Sit Investment Associates Inc | 15,100 | $2.60M | 0.06% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 15,153 | $2.61M | 0.85% | −1,221−7.5% | Reduced |
| Taylor Financial Group, Inc. | 15,266 | $2.63M | 1.82% | 00.0% | Unchanged |
| Signaturefd, LLC | 15,283 | $2.64M | 0.05% | +247+1.6% | Added |
| GoalVest Advisory LLC | 15,342 | $2.65M | 0.73% | +17+0.1% | Added |
| Frank, Rimerman Advisors LLC | 15,344 | $2.65M | 0.19% | +1,166+8.2% | Added |
| River Street Advisors LLC | 15,462 | $2.67M | 1.36% | +573+3.8% | Added |
| Belpointe Asset Management LLC | 18,779 | $2.67M | 0.16% | +3,714+24.7% | Added |
| Summit Financial, LLC | 15,522 | $2.68M | 0.09% | +3,951+34.1% | Added |
| IFC Advisors LLC | 15,536 | $2.68M | 0.58% | +15,536 | New |
| Rossmore Private Capital | 15,539 | $2.68M | 0.33% | 00.0% | Unchanged |
| Penbrook Management LLC | 15,600 | $2.69M | 1.83% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 15,619 | $2.69M | 1.11% | −309−1.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,779 | $2.72M | 0.59% | +1,275+8.8% | Added |
| Bridgewater Advisors Inc. | 16,127 | $2.73M | 0.29% | −18−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,874 | $2.74M | 0.35% | −1,075−6.3% | Reduced |
| TrinityPoint Wealth, LLC | 15,896 | $2.74M | 0.39% | +59+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 15,965 | $2.75M | 0.35% | +699+4.6% | Added |
| United Capital Financial Advisers, LLC | 16,020 | $2.76M | 0.02% | −9,567−37.4% | Reduced |
| Nomura Holdings Inc | 16,070 | $2.77M | 0.01% | +96+0.6% | Added |
| Mutual Advisors, LLC | 15,690 | $2.77M | 0.08% | −261−1.6% | Reduced |
| MWA Asset Management | 16,088 | $2.77M | 1.84% | −64−0.4% | Reduced |
| HighPoint Advisor Group LLC | 16,922 | $2.79M | 0.15% | +857+5.3% | Added |
| Avidian Wealth Solutions, LLC | 16,184 | $2.79M | 0.13% | +59+0.4% | Added |
| Zevenbergen Capital Investments LLC | 16,190 | $2.79M | 0.06% | +2,070+14.7% | Added |
| Meketa Investment Group Inc | 16,253 | $2.80M | 6.28% | +16,253 | New |
| Conway Capital Management, Inc. | 16,388 | $2.83M | 1.25% | +1,821+12.5% | Added |
| Institute for Wealth Management, LLC. | 16,473 | $2.84M | 0.36% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 16,500 | $2.85M | 0.39% | −287−1.7% | Reduced |
| Modera Wealth Management, LLC | 16,545 | $2.85M | 0.03% | +529+3.3% | Added |
| Cary Street Partners Financial LLC | 16,601 | $2.86M | 0.09% | +16,601 | New |
| United Services Automobile Association | 16,605 | $2.86M | 0.09% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 16,693 | $2.88M | 1.23% | 00.0% | Unchanged |
| Choate Investment Advisors | 16,842 | $2.90M | 0.07% | +3,053+22.1% | Added |
| Atomi Financial Group, Inc. | 16,901 | $2.91M | 0.15% | +414+2.5% | Added |
| Vinva Investment Management Ltd | 16,947 | $2.92M | 0.11% | −12,836−43.1% | Reduced |