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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 2,406 | $414.8K | 0.26% | +506+26.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,407 | $415.0K | 0.01% | −10.0% | Reduced |
| Tandem Wealth Advisors LLC | 2,407 | $415.0K | 0.21% | +12+0.5% | Added |
| J. W. Coons Advisors, LLC | 2,414 | $416.2K | 0.11% | +2,414 | New |
| Clearwater Capital Advisors, LLC | 2,416 | $416.6K | 0.04% | −25−1.0% | Reduced |
| YHB Investment Advisors, Inc. | 2,420 | $417.3K | 0.03% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,425 | $418.1K | 0.10% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,425 | $418.1K | 0.04% | +146+6.4% | Added |
| Harold Davidson & Associates Inc. | 2,433 | $419.5K | 0.20% | +2,433 | New |
| Secure Asset Management, LLC | 2,451 | $422.6K | 0.06% | 00.0% | Unchanged |
| Brown Financial Advisors | 2,454 | $423.1K | 0.17% | −926−27.4% | Reduced |
| Regal Investment Advisors LLC | 2,481 | $427.8K | 0.03% | +33+1.3% | Added |
| Westwood Holdings Group Inc. | 2,482 | $427.9K | 0.00% | −10.0% | Reduced |
| Quadrant Capital Group LLC | 2,483 | $428.1K | 0.03% | +146+6.2% | Added |
| Copley Financial Group, Inc. | 2,494 | $430.0K | 0.33% | −831−25.0% | Reduced |
| McDaniel Terry & Co | 2,500 | $431.0K | 0.04% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 2,500 | $431.1K | 0.39% | +2,500 | New |
| Jump Financial, LLC | 2,511 | $432.9K | 0.01% | −3,127−55.5% | Reduced |
| Trillium Asset Management, LLC | 2,516 | $434.0K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,521 | $434.7K | 0.06% | +58+2.4% | Added |
| SC&H Financial Advisors, Inc. | 2,532 | $436.5K | 0.09% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,539 | $437.8K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,368 | $439.2K | 0.03% | +299+14.5% | Added |
| Obsidian Personal Planning Solutions LLC | 2,500 | $442.8K | 0.21% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,576 | $444.2K | 0.05% | +66+2.6% | Added |
| Smart Portfolios, LLC | 2,585 | $445.7K | 0.47% | −5−0.2% | Reduced |
| Versant Capital Management, Inc | 2,586 | $445.9K | 0.10% | +188+7.8% | Added |
| Pallas Capital Advisors LLC | 2,586 | $445.9K | 0.02% | −310−10.7% | Reduced |
| Truvestments Capital LLC | 2,590 | $446.5K | 0.11% | −14−0.5% | Reduced |
| Tradewinds, LLC. | 2,723 | $447.0K | 0.12% | +2,723 | New |
| CRA Financial Services, LLC | 2,593 | $447.1K | 0.08% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,598 | $448.0K | 0.10% | +10.0% | Added |
| Patten & Patten Inc | 2,600 | $448.3K | 0.03% | −9−0.3% | Reduced |
| Creekmur Asset Management LLC | 2,600 | $448.4K | 0.10% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,606 | $449.4K | 0.06% | +193+8.0% | Added |
| Investmark Advisory Group LLC | 2,614 | $450.9K | 0.22% | +6+0.2% | Added |
| Channel Wealth LLC | 2,630 | $453.5K | 0.15% | −45−1.7% | Reduced |
| Delta Financial Group, Inc. | 2,646 | $456.0K | 0.11% | +10+0.4% | Added |
| SOA Wealth Advisors, LLC. | 2,648 | $456.6K | 0.08% | +2+0.1% | Added |
| ASB Consultores, LLC | 2,652 | $457.3K | 0.19% | +308+13.1% | Added |
| Foster Victor Wealth Advisors, LLC | 2,545 | $457.9K | 0.04% | −291−10.3% | Reduced |
| Morton Capital Management LLC | 2,663 | $459.2K | 0.09% | +14+0.5% | Added |
| Westpac Banking Corp | 2,665 | $459.5K | 0.03% | −933−25.9% | Reduced |
| Banque Transatlantique SA | 2,680 | $462.4K | 0.01% | +2,680 | New |
| Fiduciary Financial Group, LLC | 2,815 | $464.1K | 0.10% | −205−6.8% | Reduced |
| Capital Performance Advisors LLP | 2,698 | $465.3K | 0.15% | +9+0.3% | Added |
| Purkiss Capital Advisors LLC | 2,706 | $466.6K | 0.40% | +2,706 | New |
| Prelude Capital Management, LLC | 2,709 | $467.1K | 0.04% | +951+54.1% | Added |
| Elmwood Wealth Management, Inc. | 2,716 | $468.3K | 0.19% | +2,716 | New |
| Triad Wealth Partners, LLC | 2,720 | $469.0K | 0.17% | +2,720 | New |
| Newbridge Financial Services Group, Inc. | 2,723 | $469.5K | 0.12% | +65+2.4% | Added |
| Nilsine Partners, LLC | 2,723 | $469.5K | 0.05% | +105+4.0% | Added |
| BBR Partners, LLC | 2,727 | $470.2K | 0.03% | −472−14.8% | Reduced |
| Foguth Wealth Management, LLC. | 2,520 | $470.6K | 0.12% | +10+0.4% | Added |
| Quotient Wealth Partners, LLC | 2,730 | $470.7K | 0.02% | +131+5.0% | Added |
| Boston Family Office LLC | 2,732 | $471.0K | 0.03% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,850 | $472.4K | 0.01% | +2,850 | New |
| Foster Dykema Cabot & Partners, LLC | 2,751 | $474.3K | 0.04% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,765 | $476.7K | 0.05% | −150−5.1% | Reduced |
| Constellation Investimentos e Participacoes Ltda | 2,765 | $476.7K | 0.46% | −120−4.2% | Reduced |
| Kennedy Investment Group | 2,768 | $477.3K | 0.22% | −58−2.1% | Reduced |
| L2 Asset Management, LLC | 2,771 | $477.8K | 0.10% | −40−1.4% | Reduced |
| LBJ Family Wealth Advisors, Ltd. | 2,773 | $478.0K | 0.28% | −225−7.5% | Reduced |
| James J. Burns & Company, LLC | 2,769 | $478.0K | 0.08% | +369+15.4% | Added |
| Poehling Capital Management, LLC | 2,773 | $478.1K | 0.12% | −45−1.6% | Reduced |
| Brogan Financial, Inc. | 2,795 | $482.0K | 0.24% | +12+0.4% | Added |
| Capital Advisors, Ltd. LLC | 2,801 | $483.0K | 0.06% | +14+0.5% | Added |
| WorthPointe, LLC | 2,803 | $483.3K | 0.20% | −4−0.1% | Reduced |
| Redwood Wealth Management Group, LLC | 2,810 | $483.8K | 0.24% | −100−3.4% | Reduced |
| GM Advisory Group, Inc. | 2,807 | $483.9K | 0.03% | +592+26.7% | Added |
| Armstrong, Fleming & Moore, Inc | 2,811 | $484.7K | 0.29% | −189−6.3% | Reduced |
| Rise Advisors, LLC | 2,814 | $485.2K | 0.23% | −224−7.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,822 | $486.7K | 0.02% | +566+25.1% | Added |
| Meridian Wealth Management, LLC | 2,829 | $487.7K | 0.02% | −175−5.8% | Reduced |
| Southeast Asset Advisors Inc. | 2,830 | $487.9K | 0.06% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,830 | $488.0K | 0.12% | +10.0% | Added |
| Terry L. Blaker | 2,841 | $489.8K | 0.02% | +220+8.4% | Added |
| Wealth Alliance Advisory Group, LLC | 2,858 | $492.8K | 0.10% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 2,865 | $494.0K | 0.13% | 00.0% | Unchanged |
| Marex Group plc | 2,870 | $494.8K | 0.01% | +2,870 | New |
| ICONIQ Capital, LLC | 2,875 | $495.7K | 0.01% | +1,212+72.9% | Added |
| Affinity Capital Advisors, LLC | 2,900 | $496.9K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,889 | $498.1K | 0.02% | +65+2.3% | Added |
| IVC Wealth Advisors LLC | 2,894 | $499.0K | 0.28% | −553−16.0% | Reduced |
| RB Capital Management, LLC | 2,896 | $499.3K | 0.12% | +8+0.3% | Added |
| Vertex Planning Partners, LLC | 2,898 | $499.7K | 0.11% | +688+31.1% | Added |
| Sterneck Capital Management, LLC | 2,900 | $500.0K | 0.27% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,901 | $500.2K | 0.13% | +41+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,917 | $502.9K | 0.07% | +14+0.5% | Added |
| Masso Torrence Wealth Management Inc. | 2,924 | $504.1K | 0.26% | +26+0.9% | Added |
| Cura Wealth Advisors, LLC | 2,924 | $504.2K | 0.22% | +2,924 | New |
| Schrum Private Wealth Management LLC | 2,929 | $504.9K | 0.43% | −803−21.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,947 | $508.1K | 0.03% | +97+3.4% | Added |
| Legacy Edge Advisors, LLC | 2,958 | $508.9K | 0.08% | −107−3.5% | Reduced |
| Bryce Point Capital, LLC | 2,953 | $509.2K | 0.15% | +2,953 | New |
| Sentry Investment Management LLC | 2,956 | $510.0K | 0.24% | +2,956 | New |
| Ingalls & Snyder LLC | 2,963 | $511.0K | 0.02% | −292−9.0% | Reduced |
| Angeles Investment Advisors, LLC | 2,968 | $511.7K | 0.02% | +240+8.8% | Added |
| Trust Investment Advisors | 2,968 | $511.7K | 0.33% | +1,218+69.6% | Added |
| Journey Strategic Wealth LLC | 2,972 | $512.5K | 0.02% | −1,220−29.1% | Reduced |