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 |
|---|---|---|---|---|---|
| Searle & Co. | 2,000 | $344.8K | 0.10% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,000 | $344.8K | 0.23% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 2,000 | $344.8K | 0.20% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,000 | $344.8K | 0.09% | +2,000 | New |
| Argus Investors' Counsel, Inc. | 2,000 | $344.9K | 0.23% | +125+6.7% | Added |
| Pines Wealth Management, LLC | 2,096 | $345.5K | 0.15% | +2,096 | New |
| Clarity Capital Partners LLC | 2,004 | $345.5K | 0.18% | +419+26.4% | Added |
| Summit Financial Wealth Advisors, LLC | 1,996 | $346.3K | 0.07% | +88+4.6% | Added |
| Gagnon Securities LLC | 2,011 | $346.7K | 0.07% | −348−14.8% | Reduced |
| GSB Wealth Management, LLC | 2,011 | $346.7K | 0.09% | −109−5.1% | Reduced |
| Forefront Wealth Management Inc. | 2,013 | $347.1K | 0.32% | +2,013 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,018 | $348.0K | 0.03% | +90+4.7% | Added |
| Delta Wealth Advisors LLC | 2,023 | $348.8K | 0.33% | 00.0% | Unchanged |
| Sachetta, LLC | 2,023 | $348.8K | 0.14% | −2−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 2,035 | $350.9K | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,037 | $351.2K | 0.02% | −126−5.8% | Reduced |
| 44 Wealth Management LLC | 2,044 | $352.4K | 0.14% | −77−3.6% | Reduced |
| Northside Capital Management, LLC | 2,045 | $352.7K | 0.09% | −707−25.7% | Reduced |
| Wolff Financial Management LLC | 2,047 | $353.0K | 0.10% | +2+0.1% | Added |
| Cromwell Holdings LLC | 2,059 | $355.0K | 0.20% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,061 | $355.4K | 15.67% | +2,061 | New |
| Robotti Robert | 717 | $355.6K | 0.06% | +717 | New |
| Proequities, Inc. | 1,949 | $356.2K | 0.02% | −156−7.4% | Reduced |
| MJP Associates Inc | 2,067 | $356.4K | 0.06% | +150+7.8% | Added |
| Fonville Wealth Management LLC | 2,070 | $356.9K | 0.12% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,072 | $357.2K | 0.14% | +9+0.4% | Added |
| Traphagen Investment Advisors LLC | 2,078 | $358.2K | 0.04% | +5+0.2% | Added |
| Renasant Bank | 2,090 | $360.4K | 0.23% | −117−5.3% | Reduced |
| AA Financial Advisors, LLC | 2,091 | $360.5K | 0.10% | +13+0.6% | Added |
| Cora Capital Advisors LLC | 2,097 | $361.6K | 0.17% | −2,167−50.8% | Reduced |
| Pictet & Cie (Europe) SA | 2,100 | $362.1K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,105 | $362.9K | 0.03% | +11+0.5% | Added |
| Ostrum Asset Management | 2,108 | $363.5K | 0.03% | +1,109+111.0% | Added |
| Tower Bridge Advisors | 2,109 | $363.6K | 0.04% | 00.0% | Unchanged |
| Hutchinson Capital Management | 2,109 | $363.6K | 0.07% | +10.0% | Added |
| Associated Banc-Corp | 2,115 | $364.7K | 0.01% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,115 | $364.7K | 0.03% | +15+0.7% | Added |
| Catalina Capital Group, LLC | 2,117 | $365.0K | 0.12% | +65+3.2% | Added |
| Pennington Partners & Co., LLC | 2,118 | $365.2K | 0.18% | +2,118 | New |
| Rockland Trust Co | 2,125 | $366.4K | 0.02% | 00.0% | Unchanged |
| Essex LLC | 2,127 | $366.7K | 0.08% | −66−3.0% | Reduced |
| Vaughan David Investments LLC | 2,129 | $367.0K | 0.01% | −25−1.2% | Reduced |
| Certified Advisory Corp | 2,129 | $367.1K | 0.04% | −96−4.3% | Reduced |
| Hopwood Financial Services, Inc. | 2,130 | $367.3K | 0.28% | +2,130 | New |
| Signet Financial Management, LLC | 2,135 | $368.1K | 0.05% | +25+1.2% | Added |
| Aire Advisors, LLC | 2,137 | $368.5K | 0.08% | +11+0.5% | Added |
| Bristlecone Advisors, LLC | 2,138 | $368.6K | 0.03% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,139 | $368.8K | 0.21% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,153 | $371.0K | 0.03% | −4−0.2% | Reduced |
| Lincoln Capital Corp | 2,152 | $371.1K | 0.15% | −35−1.6% | Reduced |
| Geller Advisors LLC | 2,161 | $372.6K | 0.02% | +778+56.3% | Added |
| Code Waechter LLC | 2,163 | $372.9K | 0.33% | −175−7.5% | Reduced |
| Eagle Ridge Investment Management | 2,164 | $373.1K | 0.03% | −93−4.1% | Reduced |
| Opal Wealth Advisors, LLC | 2,170 | $374.1K | 0.11% | −412−16.0% | Reduced |
| Aaron Wealth Advisors | 2,170 | $374.2K | 0.04% | +185+9.3% | Added |
| Round Rock Advisors, LLC | 2,172 | $374.6K | 0.08% | −1,698−43.9% | Reduced |
| First Foundation Advisors | 2,174 | $374.9K | 0.01% | −1,680−43.6% | Reduced |
| Altfest L J & Co Inc | 2,176 | $375.1K | 0.05% | −214−9.0% | Reduced |
| BOS Asset Management, LLC | 2,180 | $375.9K | 0.13% | −499−18.6% | Reduced |
| Burney Co | 2,184 | $376.6K | 0.01% | 00.0% | Unchanged |
| First County Bank | 2,185 | $376.7K | 0.21% | −135−5.8% | Reduced |
| Trust Co of Vermont | 2,185 | $376.7K | 0.02% | −55−2.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,227 | $377.1K | 0.13% | +10+0.5% | Added |
| Smith Anglin Financial, LLC | 2,189 | $377.4K | 0.04% | −10.0% | Reduced |
| GeoWealth Management, LLC | 2,205 | $380.2K | 0.01% | −71−3.1% | Reduced |
| Advyzon Investment Management, LLC | 2,211 | $381.3K | 0.15% | +2,211 | New |
| Gray Wealth Management Inc. | 2,223 | $383.4K | 0.15% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,228 | $384.1K | 0.08% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,234 | $385.2K | 0.41% | +2,234 | New |
| Fairfield, Bush & Co. | 2,247 | $387.4K | 0.23% | −315−12.3% | Reduced |
| VeraBank, N.A. | 2,247 | $387.4K | 0.11% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,250 | $387.9K | 0.20% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,250 | $387.9K | 0.06% | +41+1.9% | Added |
| JFG Wealth Management, LLC | 2,256 | $389.0K | 0.09% | −100−4.2% | Reduced |
| Marco Investment Management LLC | 2,256 | $389.0K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,263 | $390.2K | 0.06% | +865+61.9% | Added |
| Blackston Financial Advisory Group, LLC | 2,270 | $391.3K | 0.19% | −114−4.8% | Reduced |
| JNBA Financial Advisors | 2,272 | $391.7K | 0.04% | −87−3.7% | Reduced |
| Vista Capital Partners, Inc. | 2,276 | $392.4K | 0.05% | +5+0.2% | Added |
| Herbst Group, LLC | 2,276 | $392.4K | 0.24% | −14,800−86.7% | Reduced |
| Legacy Private Trust Co. | 2,279 | $392.9K | 0.03% | +9+0.4% | Added |
| Enterprise Financial Services Corp | 2,283 | $393.6K | 0.22% | −21−0.9% | Reduced |
| Outlook Wealth Advisors, LLC | 2,285 | $394.0K | 0.11% | +175+8.3% | Added |
| Buckingham Strategic Partners | 2,297 | $396.0K | 0.01% | −7,130−75.6% | Reduced |
| Park National Corp | 2,297 | $396.0K | 0.01% | +3+0.1% | Added |
| Optimum Investment Advisors | 2,300 | $396.6K | 0.18% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,325 | $397.2K | 0.24% | +2,325 | New |
| WBI Investments | 2,307 | $397.7K | 0.10% | −19,393−89.4% | Reduced |
| Evermay Wealth Management LLC | 2,314 | $399.0K | 0.06% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,335 | $402.5K | 0.05% | 00.0% | Unchanged |
| Port Capital LLC | 2,347 | $405.0K | 0.02% | −101−4.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,357 | $406.4K | 0.10% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,360 | $406.9K | 0.04% | −175−6.9% | Reduced |
| BKD Wealth Advisors, LLC | 2,365 | $407.8K | 0.01% | +100+4.4% | Added |
| Red Spruce Capital, LLC | 2,371 | $408.8K | 0.18% | +2,371 | New |
| Medallion Wealth Advisors, LLC | 2,880 | $409.8K | 0.20% | +2,880 | New |
| TCFG Wealth Management, LLC | 2,389 | $411.9K | 0.21% | +101+4.4% | Added |
| Essex Savings Bank | 2,391 | $412.3K | 0.10% | +21+0.9% | Added |
| Hardin Capital Partners, LLC | 2,400 | $413.8K | 0.25% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2,400 | $413.8K | 0.11% | +2,400 | New |