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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 25,981 | $4.48M | 2.06% | +2,484+10.6% | Added |
| Compass Ion Advisors, LLC | 25,900 | $4.47M | 0.53% | +133+0.5% | Added |
| Edge Capital Group, LLC | 25,722 | $4.44M | 0.20% | −919−3.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25,686 | $4.43M | 1.32% | −599−2.3% | Reduced |
| HB Wealth Management, LLC | 25,646 | $4.42M | 0.05% | −293−1.1% | Reduced |
| Berkshire Asset Management LLC | 23,672 | $4.42M | 0.21% | −101−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 25,612 | $4.42M | 2.14% | −233−0.9% | Reduced |
| City of London Investment Management Co Ltd | 25,349 | $4.37M | 0.43% | −10,732−29.7% | Reduced |
| Community Trust & Investment Co | 25,340 | $4.37M | 0.27% | +468+1.9% | Added |
| Thomas Story & Son LLC | 25,291 | $4.36M | 1.83% | −125−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 25,153 | $4.34M | 0.13% | −1,925−7.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $4.31M | 0.97% | 00.0% | Unchanged |
| Huntington National Bank | 24,845 | $4.28M | 0.03% | +394+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,807 | $4.28M | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 24,744 | $4.27M | 0.04% | −1,286−4.9% | Reduced |
| Oxbow Advisors, LLC | 24,736 | $4.26M | 0.50% | +198+0.8% | Added |
| Fiduciary Trust Co | 24,725 | $4.26M | 0.06% | +1,130+4.8% | Added |
| Bleakley Financial Group, LLC | 24,722 | $4.26M | 0.13% | +1,022+4.3% | Added |
| Stock Yards Bank & Trust Co | 24,621 | $4.25M | 0.15% | −1,244−4.8% | Reduced |
| Tredje AP-fonden | 24,584 | $4.24M | 0.04% | +24,584 | New |
| Mediolanum International Funds Ltd | 24,696 | $4.24M | 0.06% | +24,696 | New |
| Van Eck Associates Corp | 24,563 | $4.24M | 0.01% | +4,469+22.2% | Added |
| Dudley Capital Management, LLC | 24,425 | $4.21M | 2.16% | −579−2.3% | Reduced |
| Wambolt & Associates, LLC | 24,412 | $4.21M | 1.35% | −5,808−19.2% | Reduced |
| Rathbone Brothers plc | 24,343 | $4.20M | 0.02% | +209+0.9% | Added |
| Wealth Effects LLC | 24,343 | $4.20M | 1.49% | −638−2.6% | Reduced |
| Great Valley Advisor Group, Inc. | 24,308 | $4.19M | 0.09% | −143−0.6% | Reduced |
| Brown Brothers Harriman & Co | 24,158 | $4.17M | 0.03% | +63+0.3% | Added |
| Generali Asset Management SPA SGR | 24,056 | $4.15M | 0.11% | +24,056 | New |
| NorthCrest Asset Manangement, LLC | 23,986 | $4.14M | 0.12% | +894+3.9% | Added |
| Beech Hill Advisors, Inc. | 23,985 | $4.14M | 1.55% | −1,075−4.3% | Reduced |
| Steamboat Capital Partners, LLC | 23,980 | $4.13M | 1.28% | −488−2.0% | Reduced |
| Alps Advisors Inc | 23,535 | $4.06M | 0.03% | −1,035−4.2% | Reduced |
| Kampmann Melissa S. | 23,525 | $4.06M | 3.19% | −2,270−8.8% | Reduced |
| EP Wealth Advisors, LLC | 23,464 | $4.05M | 0.03% | −3,981−14.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 23,414 | $4.04M | 3.08% | +23,414 | New |
| Accuvest Global Advisors | 23,109 | $4.02M | 5.63% | −2,010−8.0% | Reduced |
| Torray LLC | 23,321 | $4.02M | 0.58% | −20.0% | Reduced |
| Wedbush Securities Inc | 23,138 | $3.99M | 0.14% | −5,459−19.1% | Reduced |
| Flagship Harbor Advisors, LLC | 23,066 | $3.98M | 0.21% | −2,536−9.9% | Reduced |
| Sierra Capital LLC | 23,015 | $3.97M | 0.47% | −10,714−31.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,925 | $3.95M | 0.09% | +103+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 22,886 | $3.95M | 0.26% | −30−0.1% | Reduced |
| Rehmann Capital Advisory Group | 22,802 | $3.93M | 0.25% | +1,235+5.7% | Added |
| Somerset Group LLC | 22,758 | $3.92M | 3.59% | −439−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 22,710 | $3.92M | 0.16% | −1,105−4.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 22,686 | $3.91M | 0.74% | −76−0.3% | Reduced |
| Boston Financial Mangement LLC | 22,674 | $3.91M | 0.12% | −80.0% | Reduced |
| Summit Place Financial Advisors, LLC | 22,636 | $3.90M | 2.22% | −2,030−8.2% | Reduced |
| WealthPlan Investment Management, LLC | 22,623 | $3.90M | 0.39% | −3,590−13.7% | Reduced |
| Register Financial Advisors LLC | 22,464 | $3.87M | 1.94% | −340−1.5% | Reduced |
| Millennium Management LLC | 22,389 | $3.86M | 0.00% | +18,985+557.7% | Added |
| Hamilton Capital Partners Inc. | 22,385 | $3.86M | 0.29% | +4,105+22.5% | Added |
| Highland Capital Management, LLC | 22,303 | $3.85M | 0.22% | +15,205+214.2% | Added |
| Diligent Investors, LLC | 22,118 | $3.81M | 0.87% | −907−3.9% | Reduced |
| Worldquant Millennium Advisors LLC | 22,089 | $3.81M | 0.02% | +22,089 | New |
| Congress Wealth Management LLC | 22,086 | $3.81M | 0.05% | +8,262+59.8% | Added |
| Cannon Advisors, Inc. | 22,005 | $3.79M | 3.22% | −1,028−4.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,797 | $3.76M | 0.13% | +1,048+5.1% | Added |
| Bokf, NA | 22,375 | $3.69M | 0.06% | −115−0.5% | Reduced |
| Allstate Corp | 21,364 | $3.68M | 0.11% | +21,364 | New |
| Diversify Wealth Management, LLC | 22,345 | $3.68M | 0.29% | +9,195+69.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,351 | $3.68M | 0.17% | −265−1.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,302 | $3.67M | 0.89% | −1,434−6.3% | Reduced |
| Johnson Investment Counsel Inc | 21,076 | $3.63M | 0.04% | +144+0.7% | Added |
| Summit Trail Advisors, LLC | 21,053 | $3.63M | 0.13% | +6,707+46.8% | Added |
| Centaurus Financial, Inc. | 21,047 | $3.63M | 0.22% | −254−1.2% | Reduced |
| Means Investment Co., Inc. | 20,832 | $3.59M | 0.37% | −202−1.0% | Reduced |
| Capital Management Associates | 20,713 | $3.57M | 4.21% | −2,916−12.3% | Reduced |
| Gotham Asset Management, LLC | 20,641 | $3.56M | 0.03% | +1,183+6.1% | Added |
| Trust Co of Toledo NA | 20,616 | $3.55M | 0.47% | +1,432+7.5% | Added |
| Citizens Financial Group Inc | 20,560 | $3.54M | 0.07% | +3,322+19.3% | Added |
| Financial Advisory Service, Inc. | 20,405 | $3.52M | 0.30% | −1,231−5.7% | Reduced |
| Rational Advisors LLC | 20,400 | $3.52M | 0.34% | −1,600−7.3% | Reduced |
| Quantbot Technologies LP | 20,383 | $3.51M | 0.13% | +17,697+658.9% | Added |
| BW Gestao de Investimentos Ltda. | 20,166 | $3.48M | 0.16% | −61,700−75.4% | Reduced |
| EULAV Asset Management | 20,000 | $3.45M | 0.08% | 00.0% | Unchanged |
| Hudock, Inc. | 19,840 | $3.42M | 0.60% | −171−0.9% | Reduced |
| St. Clair Advisors, LLC | 19,839 | $3.42M | 0.98% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 19,773 | $3.41M | 2.98% | +19,773 | New |
| Blue Capital, Inc. | 19,728 | $3.40M | 2.40% | +19,728 | New |
| Kingsview Wealth Management, LLC | 19,722 | $3.40M | 0.07% | −51−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 19,717 | $3.40M | 0.07% | −668−3.3% | Reduced |
| Alaethes Wealth LLC | 19,561 | $3.37M | 1.21% | −63−0.3% | Reduced |
| Red Door Wealth Management, LLC | 19,518 | $3.37M | 0.52% | +281+1.5% | Added |
| Magnus Financial Group LLC | 19,192 | $3.31M | 0.32% | +767+4.2% | Added |
| Ballentine Partners, LLC | 19,149 | $3.30M | 0.06% | +7,431+63.4% | Added |
| TownSquare Capital, LLC | 19,097 | $3.29M | 0.04% | +730+4.0% | Added |
| Joel Isaacson & Co., LLC | 19,084 | $3.29M | 0.15% | +2,450+14.7% | Added |
| Platform Technology Partners | 18,967 | $3.27M | 0.99% | −14−0.1% | Reduced |
| Proactive Wealth Strategies LLC | 18,902 | $3.26M | 1.70% | +155+0.8% | Added |
| Great Lakes Retirement, Inc. | 18,815 | $3.24M | 0.42% | +509+2.8% | Added |
| Assenagon Asset Management S.A. | 18,769 | $3.24M | 0.01% | +1,214+6.9% | Added |
| Tealwood Asset Management Inc | 18,666 | $3.22M | 1.33% | −40.0% | Reduced |
| Ofi Invest Asset Management | 19,318 | $3.22M | 0.08% | +19,318 | New |
| Intellectus Partners, LLC | 18,619 | $3.21M | 0.71% | +1,205+6.9% | Added |
| Ballast Advisors LLC | 18,580 | $3.20M | 0.99% | −766−4.0% | Reduced |
| South Dakota Investment Council | 18,480 | $3.19M | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,448 | $3.18M | 0.03% | −2,041−10.0% | Reduced |
| Stonegate Investment Group, LLC | 18,367 | $3.17M | 0.08% | −1,491−7.5% | Reduced |