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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 900 | $155.2K | 0.11% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 902 | $155.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 902 | $155.5K | 0.01% | +4+0.4% | Added |
| Covestor Ltd | 913 | $157.0K | 0.10% | −159−14.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 925 | $159.5K | 0.04% | +925 | New |
| Aventura Private Wealth, LLC | 932 | $160.7K | 0.09% | +932 | New |
| Sound Income Strategies, LLC | 944 | $162.7K | 0.01% | +181+23.7% | Added |
| McIlrath & Eck, LLC | 946 | $163.1K | 0.02% | −73−7.2% | Reduced |
| Pingora Partners LLC | 950 | $163.8K | 0.11% | −300−24.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 973 | $167.8K | 0.07% | +218+28.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 991 | $170.9K | 0.00% | +31+3.2% | Added |
| Main Street Group, LTD | 995 | $171.6K | 0.06% | +394+65.6% | Added |
| Islay Capital Management, LLC | 1,000 | $172.4K | 0.12% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $172.4K | 0.05% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,000 | $172.4K | 0.01% | +4+0.4% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,004 | $173.1K | 0.06% | +1,004 | New |
| Gordian Capital Singapore Pte Ltd | 1,020 | $175.9K | 0.09% | +1,020 | New |
| USA Financial Portformulas Corp | 1,024 | $176.6K | 0.03% | +1,024 | New |
| Loomis Sayles & Co L P | 1,027 | $177.0K | 0.00% | +79+8.3% | Added |
| Icon Wealth Advisors, LLC | 1,040 | $179.3K | 0.01% | −220−17.5% | Reduced |
| Delta Asset Management LLC | 1,065 | $183.6K | 0.02% | −15−1.4% | Reduced |
| Bellwether Advisors, LLC | 1,137 | $196.0K | 0.04% | +1,137 | New |
| Gold Investment Management Ltd. | 1,159 | $199.8K | 0.08% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,164 | $200.7K | 0.00% | +1,164 | New |
| Rice Partnership, LLC | 1,169 | $201.5K | 0.04% | +1,169 | New |
| Retirement Investment Advisors, Inc. | 1,169 | $201.6K | 0.02% | +1,169 | New |
| Capital Square, LLC | 1,083 | $202.2K | 0.11% | +1,083 | New |
| Cable Hill Partners, LLC | 1,173 | $202.2K | 0.02% | +1,173 | New |
| Note Advisors, LLC | 1,174 | $202.4K | 0.18% | +1,174 | New |
| Hoertkorn Richard Charles | 1,175 | $202.6K | 0.08% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,180 | $203.5K | 0.15% | +1,180 | New |
| Quilter Plc | 1,180 | $203.5K | 0.00% | +1,180 | New |
| Insight Wealth Partners, LLC | 1,183 | $204.0K | 0.13% | −546−31.6% | Reduced |
| Values Added Financial LLC | 1,187 | $204.7K | 0.12% | +1,187 | New |
| Blue Chip Partners, Inc. | 1,189 | $205.0K | 0.02% | +18+1.5% | Added |
| Slagle Financial, LLC | 1,189 | $205.0K | 0.09% | −280−19.1% | Reduced |
| AlTi Global, Inc. | 1,187 | $205.4K | 0.00% | +1,187 | New |
| Moment Partners, LLC | 1,192 | $205.5K | 0.04% | +1,192 | New |
| New Wave Wealth Advisors LLC | 1,199 | $206.7K | 0.08% | −457−27.6% | Reduced |
| Monetary Management Group Inc | 1,200 | $206.9K | 0.05% | 00.0% | Unchanged |
| Shay Capital LLC | 1,200 | $206.9K | 0.05% | +1,200 | New |
| Stordahl Capital Management, Inc. | 1,200 | $206.9K | 0.05% | +1,200 | New |
| Cornerstone Wealth Advisors, Inc. | 1,200 | $206.9K | 0.06% | +1,200 | New |
| Lipe & Dalton | 1,200 | $207.0K | 0.11% | −200−14.3% | Reduced |
| Arlington Trust Co LLC | 1,201 | $207.1K | 0.04% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 1,203 | $207.1K | 0.45% | +1,203 | New |
| Indie Asset Partners, LLC | 1,202 | $207.2K | 0.16% | +1,202 | New |
| Hohimer Wealth Management, LLC | 1,202 | $207.2K | 0.04% | +1,202 | New |
| Act Wealth Management, LLC | 1,210 | $208.6K | 0.10% | −360−22.9% | Reduced |
| V-Square Quantitative Management LLC | 1,213 | $209.1K | 0.03% | −269−18.2% | Reduced |
| Patton Albertson Miller Group, LLC | 1,215 | $209.5K | 0.03% | +1,215 | New |
| Attessa Capital LLC | 1,215 | $209.5K | 0.14% | +1,215 | New |
| One Wealth Capital Management, LLC | 1,219 | $210.2K | 0.11% | +1,219 | New |
| Cerro Pacific Wealth Advisors LLC | 1,377 | $210.8K | 0.07% | +1,377 | New |
| Commonwealth Financial Services, LLC | 1,228 | $211.7K | 0.04% | +1,228 | New |
| Firethorn Wealth Partners, LLC | 1,232 | $212.4K | 0.11% | +1,232 | New |
| Smith Thornton Advisors LLC | 1,238 | $213.5K | 0.13% | +1,238 | New |
| Ridgecrest Wealth Partners, LLC | 1,240 | $213.8K | 0.12% | −1,511−54.9% | Reduced |
| American Trust Investment Advisors, LLC | 1,240 | $213.8K | 0.09% | +1,240 | New |
| Aspiring Ventures, LLC | 1,196 | $215.2K | 0.14% | +1,196 | New |
| Bridges Investment Management Inc | 1,248 | $215.2K | 0.00% | +1,248 | New |
| Aspire Capital Advisors LLC | 1,248 | $215.2K | 0.06% | +1,248 | New |
| Walkner Condon Financial Advisors LLC | 1,250 | $215.5K | 0.04% | +1,250 | New |
| Watershed Private Wealth LLC | 1,251 | $215.7K | 0.08% | −550−30.5% | Reduced |
| Sage Investment Counsel LLC | 1,251 | $215.7K | 0.28% | +1,251 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,190 | $217.2K | 0.00% | −235−16.5% | Reduced |
| BNP Paribas | 1,260 | $217.2K | 0.01% | −460−26.7% | Reduced |
| American Trust | 1,261 | $217.4K | 0.02% | +1,261 | New |
| Evernest Financial Advisors, LLC | 1,261 | $217.4K | 0.06% | +1,261 | New |
| Meadow Creek Wealth Advisors LLC | 1,262 | $217.6K | 0.16% | +1,262 | New |
| Bouchey Financial Group Ltd | 1,271 | $219.1K | 0.02% | +1,271 | New |
| Baron Financial Group, LLC | 1,275 | $219.8K | 0.14% | +1,275 | New |
| Smallwood Wealth Investment Management, LLC | 1,281 | $220.9K | 0.15% | +1,281 | New |
| Centiva Capital, LP | 1,284 | $221.4K | 0.01% | +1,284 | New |
| Cypress Point Wealth Management, LLC | 1,290 | $222.4K | 0.07% | −173−11.8% | Reduced |
| SLT Holdings LLC | 1,294 | $223.1K | 0.21% | +1,294 | New |
| Weybosset Research & Management LLC | 1,299 | $224.0K | 0.08% | +1,299 | New |
| Main Street Research LLC | 1,301 | $224.3K | 0.01% | −73−5.3% | Reduced |
| Archford Capital Strategies, LLC | 1,301 | $224.3K | 0.03% | +3+0.2% | Added |
| West Wealth Group, LLC | 1,301 | $224.3K | 0.07% | +1,301 | New |
| CFM Wealth Partners LLC | 1,307 | $225.4K | 0.04% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,310 | $225.9K | 0.04% | −5−0.4% | Reduced |
| Voisard Asset Management Group, Inc. | 1,310 | $225.9K | 0.08% | −1−0.1% | Reduced |
| Taurus Asset Management, LLC | 1,315 | $226.7K | 0.02% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 1,321 | $227.8K | 0.16% | +8+0.6% | Added |
| Global Financial Private Client, LLC | 1,325 | $228.5K | 0.09% | +3+0.2% | Added |
| Serenus Wealth Advisors, LLC | 1,329 | $229.1K | 0.04% | +1,329 | New |
| Aries Wealth Management | 1,333 | $229.8K | 0.06% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,334 | $230.0K | 0.10% | +4+0.3% | Added |
| Weaver Consulting Group | 1,336 | $230.3K | 0.07% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,336 | $230.4K | 0.06% | −51−3.7% | Reduced |
| SPC Financial, Inc. | 1,344 | $231.7K | 0.02% | +1,344 | New |
| CVA Family Office, LLC | 1,347 | $232.3K | 0.04% | +125+10.2% | Added |
| Sutton Place Investors LLC | 1,347 | $232.3K | 0.13% | +1,347 | New |
| Wealth Dimensions Group, Ltd. | 1,347 | $232.3K | 0.06% | −137−9.2% | Reduced |
| Lecap Asset Management Ltd | 1,349 | $232.6K | 0.06% | +1,349 | New |
| Liberty Square Wealth Partners LLC | 1,412 | $232.7K | 0.08% | +1,412 | New |
| R.H. Investment Group, LLC | 1,350 | $232.8K | 0.22% | +1,350 | New |
| SGL Investment Advisors, Inc. | 1,447 | $232.8K | 0.12% | +1,447 | New |
| Canvas Wealth Advisors, LLC | 1,352 | $233.0K | 0.06% | −65−4.6% | Reduced |