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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 2,973 | $512.6K | 0.14% | −20−0.7% | Reduced |
| Westshore Wealth, LLC | 2,983 | $514.3K | 0.21% | −95−3.1% | Reduced |
| Watts Gwilliam & Co., LLC | 3,003 | $514.5K | 0.11% | −40−1.3% | Reduced |
| HCR Wealth Advisors | 2,986 | $514.9K | 0.06% | +25+0.8% | Added |
| Smartleaf Asset Management LLC | 2,996 | $515.5K | 0.05% | +494+19.7% | Added |
| Optiver Holding B.V. | 2,990 | $515.5K | 0.02% | −1,053−26.0% | Reduced |
| Iron Financial, LLC | 2,998 | $516.9K | 0.29% | −158−5.0% | Reduced |
| IFG Advisory, LLC | 2,998 | $516.9K | 0.03% | +2,998 | New |
| Marble Harbor Investment Counsel, LLC | 3,000 | $517.3K | 0.06% | −100−3.2% | Reduced |
| Connective Portfolio Management, LLC | 3,000 | $517.3K | 0.77% | +3,000 | New |
| Bogart Wealth, LLC | 3,003 | $517.8K | 0.02% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,009 | $518.8K | 0.39% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,036 | $523.5K | 0.16% | −18−0.6% | Reduced |
| Diversified Portfolios, Inc. | 3,038 | $523.7K | 0.06% | +10.0% | Added |
| Hofer & Associates. Inc | 3,040 | $524.2K | 0.35% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,050 | $525.9K | 0.32% | −590−16.2% | Reduced |
| OneAscent Financial Services LLC | 3,052 | $526.0K | 0.04% | +1,239+68.3% | Added |
| Flow Traders U.S. LLC | 3,049 | $526.0K | 0.02% | +3,049 | New |
| Atlas Legacy Advisors, LLC | 3,051 | $526.1K | 0.13% | +3,051 | New |
| Avantax Planning Partners, Inc. | 3,054 | $526.5K | 0.02% | −98−3.1% | Reduced |
| Verum Partners LLC | 3,069 | $529.1K | 0.15% | +8+0.3% | Added |
| Empower Advisory Group, LLC | 3,079 | $530.9K | 0.00% | −390−11.2% | Reduced |
| GSG Advisors LLC | 3,080 | $531.0K | 0.17% | +33+1.1% | Added |
| Dana Investment Advisors, Inc. | 3,083 | $531.6K | 0.02% | +3,083 | New |
| RNC Capital Management LLC | 3,083 | $531.6K | 0.03% | +325+11.8% | Added |
| Relyea Zuckerberg Hanson LLC | 3,088 | $532.4K | 0.07% | +170+5.8% | Added |
| Montag A & Associates Inc | 3,100 | $534.5K | 0.03% | +10.0% | Added |
| Romano Brothers and Company | 3,104 | $535.2K | 0.07% | −15−0.5% | Reduced |
| Seven Mile Advisory | 3,115 | $537.1K | 0.34% | +917+41.7% | Added |
| Financial Engines Advisors L.L.C. | 3,115 | $537.1K | 0.00% | +3,115 | New |
| BLB&B Advisors, LLC | 3,128 | $539.3K | 0.03% | −70−2.2% | Reduced |
| Diversified Enterprises, LLC | 3,133 | $540.2K | 0.05% | +3,133 | New |
| Rappaport Reiches Capital Management, LLC | 3,134 | $540.4K | 0.14% | +2+0.1% | Added |
| Equitable Trust Co | 3,142 | $541.7K | 0.03% | −330−9.5% | Reduced |
| Millennium Capital Advisors, LLC | 3,150 | $543.1K | 0.37% | +200+6.8% | Added |
| Moody Aldrich Partners LLC | 3,157 | $544.3K | 0.10% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 3,165 | $545.7K | 0.41% | +3,165 | New |
| LWM Advisory Services, LLC | 3,171 | $546.7K | 0.38% | −136−4.1% | Reduced |
| Beaumont Financial Advisors, LLC | 3,178 | $548.0K | 0.04% | −563−15.0% | Reduced |
| RFG Advisory, LLC | 3,229 | $556.7K | 0.02% | −358−10.0% | Reduced |
| Harbour Capital Advisors, LLC | 3,175 | $558.5K | 0.12% | +150+5.0% | Added |
| Stanley-Laman Group, Ltd. | 3,242 | $559.0K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 3,248 | $560.0K | 0.02% | −138−4.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,252 | $560.8K | 0.09% | +10.0% | Added |
| Wesbanco Bank Inc | 3,256 | $561.4K | 0.02% | +100+3.2% | Added |
| Glass Jacobson Investment Advisors llc | 3,258 | $561.7K | 0.18% | −149−4.4% | Reduced |
| LVW Advisors, LLC | 3,265 | $562.9K | 0.07% | +82+2.6% | Added |
| Ramirez Asset Management, Inc. | 3,266 | $563.1K | 0.11% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,278 | $565.1K | 0.41% | −200−5.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,278 | $565.2K | 0.04% | 00.0% | Unchanged |
| GWN Securities Inc. | 3,102 | $565.4K | 0.15% | +3,102 | New |
| AssuredPartners Investment Advisors, LLC | 3,286 | $566.5K | 0.11% | +3,286 | New |
| Ferguson Wellman Capital Management, Inc | 3,291 | $567.4K | 0.01% | −47−1.4% | Reduced |
| LeClair Wealth Partners LLC | 3,318 | $572.1K | 0.38% | +3,318 | New |
| Chung Wu Investment Group, LLC | 3,320 | $572.4K | 0.58% | +3,320 | New |
| Burns J W & Co Inc | 3,325 | $573.3K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,329 | $574.0K | 0.07% | +205+6.6% | Added |
| NWF Advisory Services Inc. | 3,332 | $574.5K | 0.08% | +1,978+146.1% | Added |
| Marest Capital, LLC | 3,334 | $574.9K | 0.46% | +27+0.8% | Added |
| Janney Capital Management LLC | 3,335 | $575.0K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,354 | $578.3K | 0.14% | +13+0.4% | Added |
| Fort Point Capital Partners LLC | 3,360 | $579.3K | 0.06% | −245−6.8% | Reduced |
| Federated Hermes, Inc. | 3,364 | $580.0K | 0.00% | −108−3.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,400 | $586.2K | 0.32% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,409 | $586.5K | 0.01% | +3,409 | New |
| First Heartland Consultants, Inc. | 3,416 | $589.0K | 0.06% | −172−4.8% | Reduced |
| MKT Advisors LLC | 3,274 | $589.2K | 0.26% | +5+0.2% | Added |
| Whalerock Point Partners, LLC | 3,428 | $591.1K | 0.14% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,428 | $591.1K | 0.03% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 3,440 | $593.1K | 0.06% | +18+0.5% | Added |
| Total Wealth Planning & Management, Inc. | 3,441 | $593.3K | 0.58% | +3,441 | New |
| Palumbo Wealth Management LLC | 3,445 | $593.9K | 0.22% | +17+0.5% | Added |
| Armstrong Advisory Group, Inc | 3,445 | $594.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 3,446 | $594.2K | 0.02% | +783+29.4% | Added |
| American Assets Investment Management, LLC | 3,455 | $595.7K | 0.05% | 00.0% | Unchanged |
| Avory & Company, LLC | 3,463 | $597.1K | 0.33% | −430−11.0% | Reduced |
| Stokes Family Office, LLC | 3,468 | $598.0K | 0.06% | +3,468 | New |
| Ci Investments Inc. | 3,466 | $598.0K | 0.00% | +1,042+43.0% | Added |
| WBH Advisory Inc | 3,483 | $600.6K | 0.06% | −1,096−23.9% | Reduced |
| Merrion Investment Management Co, LLC | 3,500 | $603.5K | 0.42% | 00.0% | Unchanged |
| Select Asset Management & Trust | 3,511 | $605.0K | 0.23% | −39−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 3,515 | $606.1K | 0.08% | −263−7.0% | Reduced |
| Redwood Financial Network Corp | 3,523 | $607.4K | 0.45% | −88−2.4% | Reduced |
| Carmel Capital Partners, LLC | 3,563 | $614.3K | 0.25% | −61−1.7% | Reduced |
| Blueshift Asset Management, LLC | 3,598 | $620.4K | 0.23% | −7,427−67.4% | Reduced |
| Atlas Capital Advisors LLC | 3,600 | $620.7K | 0.08% | +2,000+125.0% | Added |
| Valued Retirements, Inc. | 3,611 | $622.6K | 0.84% | 00.0% | Unchanged |
| Western Financial Corp | 3,612 | $622.8K | 0.34% | +3,612 | New |
| Smart Money Group LLC | 3,613 | $622.9K | 0.22% | +2,355+187.2% | Added |
| Arcus Capital Partners, LLC | 4,750 | $624.0K | 0.20% | −63−1.3% | Reduced |
| Fairhaven Wealth Management, LLC | 3,632 | $626.2K | 0.20% | +19+0.5% | Added |
| Aveo Capital Partners, LLC | 3,637 | $627.1K | 0.07% | +3,637 | New |
| Perennial Investment Advisors, LLC | 3,638 | $627.3K | 0.07% | +155+4.5% | Added |
| Eagle Global Advisors LLC | 3,643 | $628.2K | 0.03% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,645 | $628.5K | 0.11% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 3,664 | $632.0K | 0.12% | −3,477−48.7% | Reduced |
| Keystone Financial Group | 3,666 | $632.0K | 0.06% | −384−9.5% | Reduced |
| Bernardo Wealth Planning LLC | 3,838 | $632.7K | 0.15% | +11+0.3% | Added |
| Veracity Capital LLC | 3,672 | $633.1K | 0.23% | +371+11.2% | Added |
| Vanguard Capital Wealth Advisors | 3,680 | $634.5K | 0.69% | +100+2.8% | Added |