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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 23,464 | $4.05M | 0.03% | −3,981−14.5% | Reduced |
| Kampmann Melissa S. | 23,525 | $4.06M | 3.19% | −2,270−8.8% | Reduced |
| Alps Advisors Inc | 23,535 | $4.06M | 0.03% | −1,035−4.2% | Reduced |
| Steamboat Capital Partners, LLC | 23,980 | $4.13M | 1.28% | −488−2.0% | Reduced |
| Beech Hill Advisors, Inc. | 23,985 | $4.14M | 1.55% | −1,075−4.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 23,986 | $4.14M | 0.12% | +894+3.9% | Added |
| Generali Asset Management SPA SGR | 24,056 | $4.15M | 0.11% | +24,056 | New |
| Brown Brothers Harriman & Co | 24,158 | $4.17M | 0.03% | +63+0.3% | Added |
| Great Valley Advisor Group, Inc. | 24,308 | $4.19M | 0.09% | −143−0.6% | Reduced |
| Wealth Effects LLC | 24,343 | $4.20M | 1.49% | −638−2.6% | Reduced |
| Rathbone Brothers plc | 24,343 | $4.20M | 0.02% | +209+0.9% | Added |
| Wambolt & Associates, LLC | 24,412 | $4.21M | 1.35% | −5,808−19.2% | Reduced |
| Dudley Capital Management, LLC | 24,425 | $4.21M | 2.16% | −579−2.3% | Reduced |
| Van Eck Associates Corp | 24,563 | $4.24M | 0.01% | +4,469+22.2% | Added |
| Mediolanum International Funds Ltd | 24,696 | $4.24M | 0.06% | +24,696 | New |
| Tredje AP-fonden | 24,584 | $4.24M | 0.04% | +24,584 | New |
| Stock Yards Bank & Trust Co | 24,621 | $4.25M | 0.15% | −1,244−4.8% | Reduced |
| Bleakley Financial Group, LLC | 24,722 | $4.26M | 0.13% | +1,022+4.3% | Added |
| Fiduciary Trust Co | 24,725 | $4.26M | 0.06% | +1,130+4.8% | Added |
| Oxbow Advisors, LLC | 24,736 | $4.26M | 0.50% | +198+0.8% | Added |
| Wealthspire Advisors, LLC | 24,744 | $4.27M | 0.04% | −1,286−4.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 24,807 | $4.28M | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | 24,845 | $4.28M | 0.03% | +394+1.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $4.31M | 0.97% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 25,153 | $4.34M | 0.13% | −1,925−7.1% | Reduced |
| Thomas Story & Son LLC | 25,291 | $4.36M | 1.83% | −125−0.5% | Reduced |
| Community Trust & Investment Co | 25,340 | $4.37M | 0.27% | +468+1.9% | Added |
| City of London Investment Management Co Ltd | 25,349 | $4.37M | 0.43% | −10,732−29.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 25,612 | $4.42M | 2.14% | −233−0.9% | Reduced |
| Berkshire Asset Management LLC | 23,672 | $4.42M | 0.21% | −101−0.4% | Reduced |
| HB Wealth Management, LLC | 25,646 | $4.42M | 0.05% | −293−1.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25,686 | $4.43M | 1.32% | −599−2.3% | Reduced |
| Edge Capital Group, LLC | 25,722 | $4.44M | 0.20% | −919−3.4% | Reduced |
| Compass Ion Advisors, LLC | 25,900 | $4.47M | 0.53% | +133+0.5% | Added |
| 1776 Wealth LLC | 25,981 | $4.48M | 2.06% | +2,484+10.6% | Added |
| Oxford Financial Group Ltd | 26,037 | $4.49M | 0.29% | −18−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 26,108 | $4.50M | 0.12% | −7,976−23.4% | Reduced |
| D L Carlson Investment Group Inc | 26,166 | $4.51M | 0.80% | −369−1.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,248 | $4.53M | 0.34% | +2,928+12.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,339 | $4.54M | 0.05% | −323−1.2% | Reduced |
| We Are One Seven, LLC | 26,381 | $4.55M | 0.17% | +2,988+12.8% | Added |
| PFG Investments, LLC | 26,408 | $4.55M | 0.28% | −111−0.4% | Reduced |
| Abbot Financial Management, Inc. | 26,644 | $4.59M | 2.29% | +175+0.7% | Added |
| Glenview Trust Co | 27,065 | $4.67M | 0.09% | +1,188+4.6% | Added |
| Resolute Wealth Strategies, LLC | 27,096 | $4.67M | 2.40% | +28+0.1% | Added |
| Holderness Investments Co | 27,130 | $4.68M | 1.03% | +379+1.4% | Added |
| Regions Financial Corp | 27,158 | $4.68M | 0.03% | +241+0.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 27,311 | $4.71M | 1.74% | −735−2.6% | Reduced |
| Essex Financial Services, Inc. | 27,553 | $4.75M | 0.34% | +594+2.2% | Added |
| Cohen Investment Advisors LLC | 27,683 | $4.77M | 2.88% | +16+0.1% | Added |
| Warren Averett Asset Management, LLC | 27,708 | $4.78M | 0.07% | +5,204+23.1% | Added |
| Evergreen Capital Management LLC | 27,768 | $4.79M | 0.16% | −973−3.4% | Reduced |
| Wealthcare Advisory Partners LLC | 27,774 | $4.79M | 0.13% | +959+3.6% | Added |
| Cyndeo Wealth Partners, LLC | 27,832 | $4.80M | 0.32% | +47+0.2% | Added |
| Toroso Investments, LLC | 27,996 | $4.83M | 0.04% | +11,202+66.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,090 | $4.84M | 0.05% | −8,190−22.6% | Reduced |
| Coastline Trust Co | 28,210 | $4.86M | 0.57% | −69−0.2% | Reduced |
| Sculati Wealth Management, LLC | 28,237 | $4.87M | 1.92% | −364−1.3% | Reduced |
| Glenmede Trust Co NA | 28,488 | $4.91M | 0.03% | −17−0.1% | Reduced |
| RKL Wealth Management LLC | 28,536 | $4.92M | 0.44% | −46−0.2% | Reduced |
| Chicago Capital, LLC | 28,641 | $4.94M | 0.13% | +662+2.4% | Added |
| Cornerstone Wealth Group, LLC | 28,737 | $4.95M | 0.41% | +22+0.1% | Added |
| Kaizen Financial Strategies | 28,777 | $4.96M | 2.81% | −2,404−7.7% | Reduced |
| Beach Investment Counsel Inc | 28,966 | $4.99M | 0.67% | −9,480−24.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 29,060 | $5.01M | 2.10% | +14,075+93.9% | Added |
| Robeco Institutional Asset Management B.V. | 29,224 | $5.04M | 0.01% | +11,786+67.6% | Added |
| Parallel Advisors, LLC | 29,269 | $5.05M | 0.11% | +165+0.6% | Added |
| Metis Global Partners, LLC | 29,450 | $5.08M | 0.15% | +1,423+5.1% | Added |
| Arkadios Wealth Advisors | 29,507 | $5.09M | 0.28% | −1,744−5.6% | Reduced |
| International Assets Investment Management, LLC | 29,282 | $5.09M | 0.43% | −4,171,868−99.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 29,609 | $5.11M | 0.20% | +8,597+40.9% | Added |
| Bard Financial Services, Inc. | 29,625 | $5.11M | 0.61% | −250−0.8% | Reduced |
| Brinker Capital Investments, LLC | 29,715 | $5.12M | 0.05% | +1,259+4.4% | Added |
| Orion Portfolio Solutions, LLC | 29,715 | $5.12M | 0.05% | +1,259+4.4% | Added |
| Perfromance Wealth Partners, LLC | 29,875 | $5.15M | 0.17% | +21,057+238.8% | Added |
| Park Avenue Securities LLC | 30,115 | $5.19M | 0.05% | +16,127+115.3% | Added |
| Horizon Kinetics Asset Management LLC | 30,200 | $5.21M | 0.06% | −2,900−8.8% | Reduced |
| Avitas Wealth Management LLC | 30,271 | $5.22M | 0.72% | +241+0.8% | Added |
| Univest Financial Corp | 30,535 | $5.26M | 0.33% | +1,257+4.3% | Added |
| Ossiam | 30,571 | $5.27M | 0.09% | +13,109+75.1% | Added |
| Capital Planning Advisors, LLC | 30,683 | $5.29M | 0.82% | +1,801+6.2% | Added |
| Shepherd Financial Partners LLC | 30,770 | $5.31M | 0.63% | +1,065+3.6% | Added |
| Sterling Capital Management LLC | 30,819 | $5.31M | 0.07% | +2,512+8.9% | Added |
| Spire Wealth Management | 30,914 | $5.33M | 0.17% | −87−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 31,414 | $5.42M | 0.11% | +2,692+9.4% | Added |
| Crossmark Global Holdings, Inc. | 31,416 | $5.42M | 0.10% | −82−0.3% | Reduced |
| Banque Pictet & Cie SA | 31,472 | $5.43M | 0.05% | +29,652+1,629.2% | Added |
| Transform Wealth, LLC | 31,527 | $5.44M | 0.30% | +11,972+61.2% | Added |
| EFG Asset Management (North America) Corp. | 31,576 | $5.44M | 0.74% | +1,808+6.1% | Added |
| Next Level Private LLC | 31,658 | $5.46M | 2.20% | −1,049−3.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 31,773 | $5.48M | 0.40% | +463+1.5% | Added |
| M&G Plc | 32,104 | $5.52M | 0.03% | +1,404+4.6% | Added |
| Wellington Shields & Co., LLC | 32,246 | $5.56M | 1.70% | −281−0.9% | Reduced |
| Synovus Financial Corp | 32,506 | $5.61M | 0.07% | +871+2.8% | Added |
| 1st Source Bank | 32,617 | $5.62M | 0.32% | −103−0.3% | Reduced |
| ING Groep NV | 32,631 | $5.63M | 0.04% | −3,663−10.1% | Reduced |
| Norinchukin Bank, The | 32,672 | $5.63M | 0.12% | +2,913+9.8% | Added |
| Waterloo Capital, L.P. | 32,714 | $5.64M | 0.59% | −1,735−5.0% | Reduced |
| Soltis Investment Advisors LLC | 32,958 | $5.68M | 0.53% | +28,561+649.6% | Added |
| Merit Financial Group, LLC | 33,052 | $5.70M | 0.10% | +20,188+156.9% | Added |