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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 3,693 | $636.8K | 0.09% | −143−3.7% | Reduced |
| Manchester Capital Management LLC | 3,697 | $637.4K | 0.07% | +10.0% | Added |
| Busey Wealth Management | 3,705 | $638.8K | 0.02% | −185−4.8% | Reduced |
| WMS Partners, LLC | 3,717 | $640.9K | 0.04% | +498+15.5% | Added |
| Cassaday & Co Wealth Management LLC | 3,718 | $641.1K | 0.02% | −92−2.4% | Reduced |
| TD Private Client Wealth LLC | 3,721 | $641.6K | 0.02% | +334+9.9% | Added |
| O'Dell Group, LLC | 3,726 | $642.4K | 0.15% | +8+0.2% | Added |
| Manske Wealth Management | 3,728 | $642.7K | 0.26% | +3,728 | New |
| First Horizon Advisors, Inc. | 3,731 | $643.4K | 0.02% | +55+1.5% | Added |
| Camden Capital, LLC | 3,735 | $643.9K | 0.07% | −1,947−34.3% | Reduced |
| Evoke Wealth, LLC | 3,740 | $644.9K | 0.02% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 3,752 | $646.9K | 0.45% | −2,261−37.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,754 | $647.3K | 0.09% | −44−1.2% | Reduced |
| Plotkin Financial Advisors, LLC | 3,759 | $648.1K | 0.38% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 3,760 | $648.3K | 0.41% | −396−9.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,767 | $649.5K | 0.15% | −34−0.9% | Reduced |
| Next Capital Management LLC | 3,786 | $652.9K | 0.27% | −1,960−34.1% | Reduced |
| Townsend Asset Management Corp | 3,791 | $653.7K | 0.24% | −28−0.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,806 | $656.2K | 0.08% | +6+0.2% | Added |
| Fragasso Group Inc. | 3,832 | $660.8K | 0.05% | +353+10.1% | Added |
| Perkins Coie Trust Co | 3,843 | $662.6K | 0.15% | −854−18.2% | Reduced |
| Aspiriant, LLC | 3,861 | $665.7K | 0.02% | +1,420+58.2% | Added |
| Gsa Capital Partners LLP | 3,868 | $667.0K | 0.05% | +3,868 | New |
| Godsey & Gibb Associates | 3,874 | $668.0K | 0.07% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,876 | $668.3K | 0.01% | −3,143−44.8% | Reduced |
| Lakeview Capital Partners, LLC | 3,886 | $670.0K | 0.15% | −54−1.4% | Reduced |
| Family Management Corp | 3,894 | $671.4K | 0.11% | 00.0% | Unchanged |
| Activest Wealth Management | 3,896 | $671.8K | 0.19% | −19−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,904 | $673.1K | 0.01% | −81−2.0% | Reduced |
| KPP Advisory Services LLC | 3,907 | $673.7K | 0.16% | +79+2.1% | Added |
| Legacy Wealth Management, LLC | 3,917 | $675.4K | 0.27% | −1,347−25.6% | Reduced |
| Covey Capital Advisors, LLC | 3,920 | $675.9K | 0.77% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,927 | $677.1K | 0.10% | +131+3.5% | Added |
| Keel Point, LLC | 3,939 | $679.1K | 0.05% | +312+8.6% | Added |
| Cary Street Partner Investment Advisory LLC | 3,944 | $680.0K | 0.45% | −14,298−78.4% | Reduced |
| Courier Capital LLC | 3,946 | $680.4K | 0.05% | −179−4.3% | Reduced |
| Zacks Investment Management | 3,961 | $682.9K | 0.01% | +2,316+140.8% | Added |
| Fidelis Capital Partners, LLC | 3,945 | $684.6K | 0.07% | +1,571+66.2% | Added |
| Valmark Advisers, Inc. | 3,971 | $684.7K | 0.01% | +13+0.3% | Added |
| TCI Wealth Advisors, Inc. | 3,976 | $685.5K | 0.06% | +10.0% | Added |
| Trueblood Wealth Management, LLC | 3,985 | $687.1K | 0.34% | 00.0% | Unchanged |
| Ames National Corp | 4,000 | $689.7K | 0.46% | +4,000 | New |
| Bigelow Investment Advisors, LLC | 4,024 | $693.8K | 0.33% | +263+7.0% | Added |
| Advisory Alpha, LLC | 4,035 | $695.8K | 0.02% | +346+9.4% | Added |
| Cornerstone Advisory, LLC | 4,230 | $697.2K | 0.08% | +481+12.8% | Added |
| Global Assets Advisory, LLC | 4,013 | $697.3K | 0.39% | +75+1.9% | Added |
| Presidio Capital Management, LLC | 4,058 | $699.7K | 0.37% | −246−5.7% | Reduced |
| RMB Capital Management, LLC | 4,062 | $700.3K | 0.02% | −9−0.2% | Reduced |
| Trajan Wealth LLC | 4,088 | $704.9K | 0.04% | −180−4.2% | Reduced |
| Venturi Wealth Management, LLC | 4,088 | $704.9K | 0.03% | +1,237+43.4% | Added |
| Breed's Hill Capital LLC | 4,105 | $707.8K | 0.37% | +2,571+167.6% | Added |
| Oak Hill Wealth Advisors, LLC | 4,112 | $709.0K | 0.17% | +4,112 | New |
| Moody National Bank Trust Division | 4,120 | $710.4K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 4,127 | $710.7K | 0.20% | +134+3.4% | Added |
| Flputnam Investment Management Co | 4,122 | $710.7K | 0.01% | +325+8.6% | Added |
| Fundamentun, LLC | 4,124 | $711.1K | 0.04% | −234−5.4% | Reduced |
| Logan Capital Management Inc | 4,125 | $711.2K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 4,122 | $711.6K | 0.22% | +215+5.5% | Added |
| L & S Advisors Inc | 4,150 | $715.5K | 0.08% | +4,150 | New |
| Colonial River Wealth Management, LLC | 4,151 | $715.6K | 0.35% | +188+4.7% | Added |
| Shum Financial Group, Inc. | 4,154 | $716.2K | 0.62% | −97−2.3% | Reduced |
| Regatta Capital Group, LLC | 4,196 | $723.5K | 0.14% | +160+4.0% | Added |
| Bienville Capital Management, LLC | 4,202 | $724.5K | 0.18% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,208 | $725.6K | 0.17% | +706+20.2% | Added |
| Wills Financial Group, Inc. | 4,227 | $728.8K | 0.31% | +1,361+47.5% | Added |
| SageView Advisory Group, LLC | 4,250 | $732.9K | 0.03% | +178+4.4% | Added |
| Coordinated Financial Services, Inc. | 4,264 | $735.1K | 0.57% | +4,264 | New |
| WNY Asset Management, LLC | 4,264 | $735.1K | 0.09% | +10.0% | Added |
| First Hawaiian Bank | 4,270 | $736.2K | 0.02% | −10−0.2% | Reduced |
| Aspetuck Financial Management LLC | 4,273 | $736.8K | 0.57% | +4,273 | New |
| Mosley Wealth Management | 3,974 | $736.8K | 0.46% | +173+4.6% | Added |
| Hodges Capital Management Inc. | 4,275 | $737.0K | 0.04% | −1,050−19.7% | Reduced |
| United Advisor Group, LLC | 4,283 | $738.5K | 0.15% | −117−2.7% | Reduced |
| Kovack Advisors, Inc. | 4,289 | $739.5K | 0.07% | +22+0.5% | Added |
| Wimmer Associates 1, LLC | 4,291 | $739.9K | 0.37% | −52−1.2% | Reduced |
| Agf Management Ltd | 4,292 | $740.0K | 0.00% | +4,292 | New |
| SMART Wealth LLC | 4,296 | $740.7K | 0.26% | +2,896+206.9% | Added |
| Disciplined Investors, L.L.C. | 4,498 | $745.6K | 0.72% | +4,498 | New |
| Maridea Wealth Management LLC | 4,333 | $747.1K | 0.24% | +4,333 | New |
| Mayfair Advisory Group, LLC | 4,337 | $747.8K | 0.44% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,338 | $748.0K | 0.07% | +250+6.1% | Added |
| Fisher Asset Management, LLC | 4,345 | $749.3K | 0.00% | +98+2.3% | Added |
| Sapient Capital LLC | 4,378 | $754.9K | 0.01% | +235+5.7% | Added |
| Gradient Capital Advisors, LLC | 4,383 | $755.7K | 0.24% | −104−2.3% | Reduced |
| Nadler Financial Group, Inc. | 4,403 | $759.1K | 0.08% | +2,198+99.7% | Added |
| 111 Capital | 4,420 | $762.1K | 0.16% | +4,420 | New |
| KMG Fiduciary Partners, LLC | 4,425 | $763.0K | 0.06% | −5−0.1% | Reduced |
| Chemistry Wealth Management LLC | 4,426 | $763.1K | 0.18% | +15+0.3% | Added |
| Jefferies Financial Group Inc. | 4,435 | $764.7K | 0.01% | +4,435 | New |
| Personal Cfo Solutions, LLC | 4,474 | $771.4K | 0.15% | +845+23.3% | Added |
| Fortitude Family Office, LLC | 4,497 | $775.4K | 0.28% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 4,502 | $776.2K | 0.67% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 4,520 | $779.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,561 | $786.4K | 0.05% | +289+6.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,575 | $788.8K | 0.07% | +6+0.1% | Added |
| Fortress Private Ledger, LLC | 4,584 | $790.4K | 0.48% | +4,584 | New |
| Bridgewater Associates, LP | 4,609 | $794.7K | 0.00% | +4,609 | New |
| Vaughan & Co Securities, Inc. | 4,610 | $794.9K | 0.48% | −195−4.1% | Reduced |
| Lakeshore Capital Group, Inc. | 4,621 | $796.7K | 1.20% | +4,621 | New |
| Continuum Advisory, LLC | 4,622 | $796.9K | 0.10% | −137−2.9% | Reduced |