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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 16,921 | $2.92M | 0.38% | −10.0% | Reduced |
| Madison Park Capital Advisors, LLC | 16,955 | $2.92M | 2.33% | +138+0.8% | Added |
| Schechter Investment Advisors, LLC | 17,019 | $2.93M | 0.22% | −536−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 17,141 | $2.96M | 0.10% | +3,562+26.2% | Added |
| Sigma Planning Corp | 17,155 | $2.96M | 0.09% | −544−3.1% | Reduced |
| Blue Fin Capital, Inc. | 17,160 | $2.96M | 0.55% | +28+0.2% | Added |
| Entropy Technologies, LP | 17,238 | $2.97M | 0.31% | +17,238 | New |
| Orca Wealth Management, LLC | 17,280 | $2.98M | 2.68% | +17,280 | New |
| Royal Capital Wealth Management, LLC | 17,621 | $3.04M | 2.13% | −387−2.1% | Reduced |
| Terra Nova Asset Management LLC | 17,633 | $3.04M | 2.32% | +126+0.7% | Added |
| Harvest Fund Management Co., Ltd | 17,663 | $3.04M | 0.14% | +2,127+13.7% | Added |
| WealthPLAN Partners, LLC | 17,654 | $3.04M | 0.43% | −2,749−13.5% | Reduced |
| Blue Square Asset Management, LLC | 17,670 | $3.05M | 1.52% | +429+2.5% | Added |
| BankPlus Trust Department | 17,700 | $3.05M | 1.00% | +17,700 | New |
| JBR Co Financial Management Inc | 17,846 | $3.08M | 1.88% | −325−1.8% | Reduced |
| Canton Hathaway, LLC | 17,852 | $3.08M | 0.77% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17,884 | $3.08M | 0.40% | +121+0.7% | Added |
| CAPROCK Group, Inc. | 17,918 | $3.09M | 0.10% | +11,184+166.1% | Added |
| Krilogy Financial LLC | 17,928 | $3.09M | 0.21% | +74+0.4% | Added |
| Marion Wealth Management | 17,933 | $3.09M | 0.82% | −278−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 17,954 | $3.10M | 0.19% | +1,469+8.9% | Added |
| Change Path, LLC | 17,965 | $3.10M | 0.09% | +6,706+59.6% | Added |
| Principal Securities, Inc. | 18,036 | $3.11M | 0.07% | +1,171+6.9% | Added |
| Valley National Advisers Inc | 18,038 | $3.11M | 0.56% | −13−0.1% | Reduced |
| StrongBox Wealth, LLC | 18,078 | $3.12M | 1.32% | +484+2.8% | Added |
| Sandler Capital Management | 18,138 | $3.13M | 0.51% | −9,232−33.7% | Reduced |
| Capital City Trust Co | 18,141 | $3.13M | 0.78% | −925−4.9% | Reduced |
| Ellerson Group Inc | 18,143 | $3.13M | 2.28% | −169−0.9% | Reduced |
| Principle Wealth Partners LLC | 18,157 | $3.13M | 0.22% | +100+0.6% | Added |
| Daymark Wealth Partners, LLC | 18,226 | $3.14M | 0.13% | −695−3.7% | Reduced |
| RMR Wealth Builders | 18,271 | $3.15M | 0.33% | +8,371+84.6% | Added |
| Bay Rivers Group | 18,297 | $3.15M | 1.53% | −75−0.4% | Reduced |
| King Wealth | 18,296 | $3.15M | 0.46% | +20.0% | Added |
| Benjamin Edwards Inc | 18,298 | $3.16M | 0.05% | +835+4.8% | Added |
| Field & Main Bank | 18,360 | $3.17M | 1.11% | −225−1.2% | Reduced |
| Stonegate Investment Group, LLC | 18,367 | $3.17M | 0.08% | −1,491−7.5% | Reduced |
| Savant Capital, LLC | 18,448 | $3.18M | 0.03% | −2,041−10.0% | Reduced |
| South Dakota Investment Council | 18,480 | $3.19M | 0.06% | 00.0% | Unchanged |
| Ballast Advisors LLC | 18,580 | $3.20M | 0.99% | −766−4.0% | Reduced |
| Intellectus Partners, LLC | 18,619 | $3.21M | 0.71% | +1,205+6.9% | Added |
| Ofi Invest Asset Management | 19,318 | $3.22M | 0.08% | +19,318 | New |
| Tealwood Asset Management Inc | 18,666 | $3.22M | 1.33% | −40.0% | Reduced |
| Assenagon Asset Management S.A. | 18,769 | $3.24M | 0.01% | +1,214+6.9% | Added |
| Great Lakes Retirement, Inc. | 18,815 | $3.24M | 0.42% | +509+2.8% | Added |
| Proactive Wealth Strategies LLC | 18,902 | $3.26M | 1.70% | +155+0.8% | Added |
| Platform Technology Partners | 18,967 | $3.27M | 0.99% | −14−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 19,084 | $3.29M | 0.15% | +2,450+14.7% | Added |
| TownSquare Capital, LLC | 19,097 | $3.29M | 0.04% | +730+4.0% | Added |
| Ballentine Partners, LLC | 19,149 | $3.30M | 0.06% | +7,431+63.4% | Added |
| Magnus Financial Group LLC | 19,192 | $3.31M | 0.32% | +767+4.2% | Added |
| Red Door Wealth Management, LLC | 19,518 | $3.37M | 0.52% | +281+1.5% | Added |
| Alaethes Wealth LLC | 19,561 | $3.37M | 1.21% | −63−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 19,717 | $3.40M | 0.07% | −668−3.3% | Reduced |
| Kingsview Wealth Management, LLC | 19,722 | $3.40M | 0.07% | −51−0.3% | Reduced |
| Blue Capital, Inc. | 19,728 | $3.40M | 2.40% | +19,728 | New |
| Runnymede Capital Advisors, Inc. | 19,773 | $3.41M | 2.98% | +19,773 | New |
| St. Clair Advisors, LLC | 19,839 | $3.42M | 0.98% | 00.0% | Unchanged |
| Hudock, Inc. | 19,840 | $3.42M | 0.60% | −171−0.9% | Reduced |
| EULAV Asset Management | 20,000 | $3.45M | 0.08% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 20,166 | $3.48M | 0.16% | −61,700−75.4% | Reduced |
| Quantbot Technologies LP | 20,383 | $3.51M | 0.13% | +17,697+658.9% | Added |
| Rational Advisors LLC | 20,400 | $3.52M | 0.34% | −1,600−7.3% | Reduced |
| Financial Advisory Service, Inc. | 20,405 | $3.52M | 0.30% | −1,231−5.7% | Reduced |
| Citizens Financial Group Inc | 20,560 | $3.54M | 0.07% | +3,322+19.3% | Added |
| Trust Co of Toledo NA | 20,616 | $3.55M | 0.47% | +1,432+7.5% | Added |
| Gotham Asset Management, LLC | 20,641 | $3.56M | 0.03% | +1,183+6.1% | Added |
| Capital Management Associates | 20,713 | $3.57M | 4.21% | −2,916−12.3% | Reduced |
| Means Investment Co., Inc. | 20,832 | $3.59M | 0.37% | −202−1.0% | Reduced |
| Centaurus Financial, Inc. | 21,047 | $3.63M | 0.22% | −254−1.2% | Reduced |
| Summit Trail Advisors, LLC | 21,053 | $3.63M | 0.13% | +6,707+46.8% | Added |
| Johnson Investment Counsel Inc | 21,076 | $3.63M | 0.04% | +144+0.7% | Added |
| Sterling Investment Advisors, Ltd. | 21,302 | $3.67M | 0.89% | −1,434−6.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 21,351 | $3.68M | 0.17% | −265−1.2% | Reduced |
| Diversify Wealth Management, LLC | 22,345 | $3.68M | 0.29% | +9,195+69.9% | Added |
| Allstate Corp | 21,364 | $3.68M | 0.11% | +21,364 | New |
| Bokf, NA | 22,375 | $3.69M | 0.06% | −115−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,797 | $3.76M | 0.13% | +1,048+5.1% | Added |
| Cannon Advisors, Inc. | 22,005 | $3.79M | 3.22% | −1,028−4.5% | Reduced |
| Congress Wealth Management LLC | 22,086 | $3.81M | 0.05% | +8,262+59.8% | Added |
| Worldquant Millennium Advisors LLC | 22,089 | $3.81M | 0.02% | +22,089 | New |
| Diligent Investors, LLC | 22,118 | $3.81M | 0.87% | −907−3.9% | Reduced |
| Highland Capital Management, LLC | 22,303 | $3.85M | 0.22% | +15,205+214.2% | Added |
| Hamilton Capital Partners Inc. | 22,385 | $3.86M | 0.29% | +4,105+22.5% | Added |
| Millennium Management LLC | 22,389 | $3.86M | 0.00% | +18,985+557.7% | Added |
| Register Financial Advisors LLC | 22,464 | $3.87M | 1.94% | −340−1.5% | Reduced |
| WealthPlan Investment Management, LLC | 22,623 | $3.90M | 0.39% | −3,590−13.7% | Reduced |
| Summit Place Financial Advisors, LLC | 22,636 | $3.90M | 2.22% | −2,030−8.2% | Reduced |
| Boston Financial Mangement LLC | 22,674 | $3.91M | 0.12% | −80.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 22,686 | $3.91M | 0.74% | −76−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 22,710 | $3.92M | 0.16% | −1,105−4.6% | Reduced |
| Somerset Group LLC | 22,758 | $3.92M | 3.59% | −439−1.9% | Reduced |
| Rehmann Capital Advisory Group | 22,802 | $3.93M | 0.25% | +1,235+5.7% | Added |
| Pine Valley Investments Ltd Liability Co | 22,886 | $3.95M | 0.26% | −30−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,925 | $3.95M | 0.09% | +103+0.5% | Added |
| Sierra Capital LLC | 23,015 | $3.97M | 0.47% | −10,714−31.8% | Reduced |
| Flagship Harbor Advisors, LLC | 23,066 | $3.98M | 0.21% | −2,536−9.9% | Reduced |
| Wedbush Securities Inc | 23,138 | $3.99M | 0.14% | −5,459−19.1% | Reduced |
| Torray LLC | 23,321 | $4.02M | 0.58% | −20.0% | Reduced |
| Accuvest Global Advisors | 23,109 | $4.02M | 5.63% | −2,010−8.0% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 23,414 | $4.04M | 3.08% | +23,414 | New |