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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 37,004 | $6.38M | 0.55% | −3,270−8.1% | Reduced |
| Private Wealth Partners, LLC | 36,806 | $6.35M | 0.49% | +1,172+3.3% | Added |
| Coastal Bridge Advisors, LLC | 36,799 | $6.34M | 1.60% | −639−1.7% | Reduced |
| Werlinich Asset Management, LLC | 36,812 | $6.33M | 3.68% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 36,727 | $6.33M | 2.30% | +36,727 | New |
| Dakota Wealth Management | 36,714 | $6.33M | 0.15% | +4,157+12.8% | Added |
| First Interstate Bank | 36,695 | $6.33M | 0.38% | −719−1.9% | Reduced |
| Pittenger & Anderson Inc | 36,615 | $6.31M | 0.23% | +21,645+144.6% | Added |
| Old Second National Bank of Aurora | 36,598 | $6.31M | 1.43% | −693−1.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 36,322 | $6.26M | 2.02% | −172−0.5% | Reduced |
| AIA Group Ltd | 36,229 | $6.25M | 0.15% | −3,333−8.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 36,065 | $6.22M | 0.20% | +1,082+3.1% | Added |
| Lantern Wealth Advisors, LLC | 35,873 | $6.19M | 4.03% | +24+0.1% | Added |
| Bill Few Associates, Inc. | 35,628 | $6.14M | 2.16% | −732−2.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 35,563 | $6.13M | 1.54% | −1,964−5.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 35,283 | $6.08M | 1.75% | −570−1.6% | Reduced |
| Vontobel Holding Ltd. | 35,262 | $6.08M | 0.02% | +7,574+27.4% | Added |
| JRM Investment Counsel, LLC | 35,221 | $6.07M | 2.15% | −7,225−17.0% | Reduced |
| Steel Peak Wealth Management LLC | 35,032 | $6.04M | 0.25% | +785+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 34,901 | $6.02M | 0.04% | +29,398+534.2% | Added |
| StoneX Group Inc. | 34,895 | $6.02M | 0.33% | +9,617+38.0% | Added |
| Core Alternative Capital | 34,860 | $6.01M | 1.26% | −481−1.4% | Reduced |
| Resources Management Corp | 34,691 | $5.98M | 0.82% | −909−2.6% | Reduced |
| Spears Abacus Advisors LLC | 34,334 | $5.92M | 0.12% | −1,093−3.1% | Reduced |
| New Mexico Educational Retirement Board | 34,300 | $5.91M | 0.20% | −600−1.7% | Reduced |
| Tritonpoint Wealth, LLC | 34,258 | $5.91M | 0.53% | +980+2.9% | Added |
| First Manhattan Co | 34,130 | $5.88M | 0.02% | +871+2.6% | Added |
| Resources Investment Advisors, LLC. | 34,056 | $5.87M | 0.07% | −943−2.7% | Reduced |
| Empowered Funds, LLC | 34,022 | $5.87M | 0.09% | +4,874+16.7% | Added |
| Bryn Mawr Trust Co | 34,012 | $5.86M | 0.11% | +4,621+15.7% | Added |
| Easterly Investment Partners LLC | 33,947 | $5.85M | 0.46% | +10.0% | Added |
| Knights of Columbus Asset Advisors LLC | 33,632 | $5.80M | 0.38% | −1,829−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 33,344 | $5.75M | 0.07% | +2,673+8.7% | Added |
| Modus Advisors, LLC | 33,183 | $5.72M | 1.79% | +71+0.2% | Added |
| Pacitti Group Inc. | 33,074 | $5.70M | 2.69% | −605−1.8% | Reduced |
| Merit Financial Group, LLC | 33,052 | $5.70M | 0.10% | +20,188+156.9% | Added |
| Soltis Investment Advisors LLC | 32,958 | $5.68M | 0.53% | +28,561+649.6% | Added |
| Waterloo Capital, L.P. | 32,714 | $5.64M | 0.59% | −1,735−5.0% | Reduced |
| Norinchukin Bank, The | 32,672 | $5.63M | 0.12% | +2,913+9.8% | Added |
| ING Groep NV | 32,631 | $5.63M | 0.04% | −3,663−10.1% | Reduced |
| 1st Source Bank | 32,617 | $5.62M | 0.32% | −103−0.3% | Reduced |
| Synovus Financial Corp | 32,506 | $5.61M | 0.07% | +871+2.8% | Added |
| Wellington Shields & Co., LLC | 32,246 | $5.56M | 1.70% | −281−0.9% | Reduced |
| M&G Plc | 32,104 | $5.52M | 0.03% | +1,404+4.6% | Added |
| Jaffetilchin Investment Partners, LLC | 31,773 | $5.48M | 0.40% | +463+1.5% | Added |
| Next Level Private LLC | 31,658 | $5.46M | 2.20% | −1,049−3.2% | Reduced |
| EFG Asset Management (North America) Corp. | 31,576 | $5.44M | 0.74% | +1,808+6.1% | Added |
| Transform Wealth, LLC | 31,527 | $5.44M | 0.30% | +11,972+61.2% | Added |
| Banque Pictet & Cie SA | 31,472 | $5.43M | 0.05% | +29,652+1,629.2% | Added |
| Crossmark Global Holdings, Inc. | 31,416 | $5.42M | 0.10% | −82−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 31,414 | $5.42M | 0.11% | +2,692+9.4% | Added |
| Spire Wealth Management | 30,914 | $5.33M | 0.17% | −87−0.3% | Reduced |
| Sterling Capital Management LLC | 30,819 | $5.31M | 0.07% | +2,512+8.9% | Added |
| Shepherd Financial Partners LLC | 30,770 | $5.31M | 0.63% | +1,065+3.6% | Added |
| Capital Planning Advisors, LLC | 30,683 | $5.29M | 0.82% | +1,801+6.2% | Added |
| Ossiam | 30,571 | $5.27M | 0.09% | +13,109+75.1% | Added |
| Univest Financial Corp | 30,535 | $5.26M | 0.33% | +1,257+4.3% | Added |
| Avitas Wealth Management LLC | 30,271 | $5.22M | 0.72% | +241+0.8% | Added |
| Horizon Kinetics Asset Management LLC | 30,200 | $5.21M | 0.06% | −2,900−8.8% | Reduced |
| Park Avenue Securities LLC | 30,115 | $5.19M | 0.05% | +16,127+115.3% | Added |
| Perfromance Wealth Partners, LLC | 29,875 | $5.15M | 0.17% | +21,057+238.8% | Added |
| Brinker Capital Investments, LLC | 29,715 | $5.12M | 0.05% | +1,259+4.4% | Added |
| Orion Portfolio Solutions, LLC | 29,715 | $5.12M | 0.05% | +1,259+4.4% | Added |
| Bard Financial Services, Inc. | 29,625 | $5.11M | 0.61% | −250−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 29,609 | $5.11M | 0.20% | +8,597+40.9% | Added |
| International Assets Investment Management, LLC | 29,282 | $5.09M | 0.43% | −4,171,868−99.3% | Reduced |
| Arkadios Wealth Advisors | 29,507 | $5.09M | 0.28% | −1,744−5.6% | Reduced |
| Metis Global Partners, LLC | 29,450 | $5.08M | 0.15% | +1,423+5.1% | Added |
| Parallel Advisors, LLC | 29,269 | $5.05M | 0.11% | +165+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 29,224 | $5.04M | 0.01% | +11,786+67.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 29,060 | $5.01M | 2.10% | +14,075+93.9% | Added |
| Beach Investment Counsel Inc | 28,966 | $4.99M | 0.67% | −9,480−24.7% | Reduced |
| Kaizen Financial Strategies | 28,777 | $4.96M | 2.81% | −2,404−7.7% | Reduced |
| Cornerstone Wealth Group, LLC | 28,737 | $4.95M | 0.41% | +22+0.1% | Added |
| Chicago Capital, LLC | 28,641 | $4.94M | 0.13% | +662+2.4% | Added |
| RKL Wealth Management LLC | 28,536 | $4.92M | 0.44% | −46−0.2% | Reduced |
| Glenmede Trust Co NA | 28,488 | $4.91M | 0.03% | −17−0.1% | Reduced |
| Sculati Wealth Management, LLC | 28,237 | $4.87M | 1.92% | −364−1.3% | Reduced |
| Coastline Trust Co | 28,210 | $4.86M | 0.57% | −69−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,090 | $4.84M | 0.05% | −8,190−22.6% | Reduced |
| Toroso Investments, LLC | 27,996 | $4.83M | 0.04% | +11,202+66.7% | Added |
| Cyndeo Wealth Partners, LLC | 27,832 | $4.80M | 0.32% | +47+0.2% | Added |
| Wealthcare Advisory Partners LLC | 27,774 | $4.79M | 0.13% | +959+3.6% | Added |
| Evergreen Capital Management LLC | 27,768 | $4.79M | 0.16% | −973−3.4% | Reduced |
| Warren Averett Asset Management, LLC | 27,708 | $4.78M | 0.07% | +5,204+23.1% | Added |
| Cohen Investment Advisors LLC | 27,683 | $4.77M | 2.88% | +16+0.1% | Added |
| Essex Financial Services, Inc. | 27,553 | $4.75M | 0.34% | +594+2.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 27,311 | $4.71M | 1.74% | −735−2.6% | Reduced |
| Regions Financial Corp | 27,158 | $4.68M | 0.03% | +241+0.9% | Added |
| Holderness Investments Co | 27,130 | $4.68M | 1.03% | +379+1.4% | Added |
| Resolute Wealth Strategies, LLC | 27,096 | $4.67M | 2.40% | +28+0.1% | Added |
| Glenview Trust Co | 27,065 | $4.67M | 0.09% | +1,188+4.6% | Added |
| Abbot Financial Management, Inc. | 26,644 | $4.59M | 2.29% | +175+0.7% | Added |
| PFG Investments, LLC | 26,408 | $4.55M | 0.28% | −111−0.4% | Reduced |
| We Are One Seven, LLC | 26,381 | $4.55M | 0.17% | +2,988+12.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,339 | $4.54M | 0.05% | −323−1.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,248 | $4.53M | 0.34% | +2,928+12.6% | Added |
| D L Carlson Investment Group Inc | 26,166 | $4.51M | 0.80% | −369−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 26,108 | $4.50M | 0.12% | −7,976−23.4% | Reduced |
| Oxford Financial Group Ltd | 26,037 | $4.49M | 0.29% | −18−0.1% | Reduced |