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 |
|---|---|---|---|---|---|
| Field & Main Bank | 18,360 | $3.17M | 1.11% | −225−1.2% | Reduced |
| Benjamin Edwards Inc | 18,298 | $3.16M | 0.05% | +835+4.8% | Added |
| King Wealth | 18,296 | $3.15M | 0.46% | +20.0% | Added |
| Bay Rivers Group | 18,297 | $3.15M | 1.53% | −75−0.4% | Reduced |
| RMR Wealth Builders | 18,271 | $3.15M | 0.33% | +8,371+84.6% | Added |
| Daymark Wealth Partners, LLC | 18,226 | $3.14M | 0.13% | −695−3.7% | Reduced |
| Principle Wealth Partners LLC | 18,157 | $3.13M | 0.22% | +100+0.6% | Added |
| Ellerson Group Inc | 18,143 | $3.13M | 2.28% | −169−0.9% | Reduced |
| Capital City Trust Co | 18,141 | $3.13M | 0.78% | −925−4.9% | Reduced |
| Sandler Capital Management | 18,138 | $3.13M | 0.51% | −9,232−33.7% | Reduced |
| StrongBox Wealth, LLC | 18,078 | $3.12M | 1.32% | +484+2.8% | Added |
| Valley National Advisers Inc | 18,038 | $3.11M | 0.56% | −13−0.1% | Reduced |
| Principal Securities, Inc. | 18,036 | $3.11M | 0.07% | +1,171+6.9% | Added |
| Change Path, LLC | 17,965 | $3.10M | 0.09% | +6,706+59.6% | Added |
| Meeder Advisory Services, Inc. | 17,954 | $3.10M | 0.19% | +1,469+8.9% | Added |
| Marion Wealth Management | 17,933 | $3.09M | 0.82% | −278−1.5% | Reduced |
| Krilogy Financial LLC | 17,928 | $3.09M | 0.21% | +74+0.4% | Added |
| CAPROCK Group, Inc. | 17,918 | $3.09M | 0.10% | +11,184+166.1% | Added |
| GPS Wealth Strategies Group, LLC | 17,884 | $3.08M | 0.40% | +121+0.7% | Added |
| Canton Hathaway, LLC | 17,852 | $3.08M | 0.77% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 17,846 | $3.08M | 1.88% | −325−1.8% | Reduced |
| BankPlus Trust Department | 17,700 | $3.05M | 1.00% | +17,700 | New |
| Blue Square Asset Management, LLC | 17,670 | $3.05M | 1.52% | +429+2.5% | Added |
| WealthPLAN Partners, LLC | 17,654 | $3.04M | 0.43% | −2,749−13.5% | Reduced |
| Harvest Fund Management Co., Ltd | 17,663 | $3.04M | 0.14% | +2,127+13.7% | Added |
| Terra Nova Asset Management LLC | 17,633 | $3.04M | 2.32% | +126+0.7% | Added |
| Royal Capital Wealth Management, LLC | 17,621 | $3.04M | 2.13% | −387−2.1% | Reduced |
| Orca Wealth Management, LLC | 17,280 | $2.98M | 2.68% | +17,280 | New |
| Entropy Technologies, LP | 17,238 | $2.97M | 0.31% | +17,238 | New |
| Blue Fin Capital, Inc. | 17,160 | $2.96M | 0.55% | +28+0.2% | Added |
| Sigma Planning Corp | 17,155 | $2.96M | 0.09% | −544−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 17,141 | $2.96M | 0.10% | +3,562+26.2% | Added |
| Schechter Investment Advisors, LLC | 17,019 | $2.93M | 0.22% | −536−3.1% | Reduced |
| Madison Park Capital Advisors, LLC | 16,955 | $2.92M | 2.33% | +138+0.8% | Added |
| Baldwin Investment Management, LLC | 16,921 | $2.92M | 0.38% | −10.0% | Reduced |
| Vinva Investment Management Ltd | 16,947 | $2.92M | 0.11% | −12,836−43.1% | Reduced |
| Atomi Financial Group, Inc. | 16,901 | $2.91M | 0.15% | +414+2.5% | Added |
| Choate Investment Advisors | 16,842 | $2.90M | 0.07% | +3,053+22.1% | Added |
| First National Bank Sioux Falls | 16,693 | $2.88M | 1.23% | 00.0% | Unchanged |
| United Services Automobile Association | 16,605 | $2.86M | 0.09% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 16,601 | $2.86M | 0.09% | +16,601 | New |
| Modera Wealth Management, LLC | 16,545 | $2.85M | 0.03% | +529+3.3% | Added |
| Aviance Capital Partners, LLC | 16,500 | $2.85M | 0.39% | −287−1.7% | Reduced |
| Institute for Wealth Management, LLC. | 16,473 | $2.84M | 0.36% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 16,388 | $2.83M | 1.25% | +1,821+12.5% | Added |
| Meketa Investment Group Inc | 16,253 | $2.80M | 6.28% | +16,253 | New |
| Zevenbergen Capital Investments LLC | 16,190 | $2.79M | 0.06% | +2,070+14.7% | Added |
| Avidian Wealth Solutions, LLC | 16,184 | $2.79M | 0.13% | +59+0.4% | Added |
| HighPoint Advisor Group LLC | 16,922 | $2.79M | 0.15% | +857+5.3% | Added |
| MWA Asset Management | 16,088 | $2.77M | 1.84% | −64−0.4% | Reduced |
| Mutual Advisors, LLC | 15,690 | $2.77M | 0.08% | −261−1.6% | Reduced |
| Nomura Holdings Inc | 16,070 | $2.77M | 0.01% | +96+0.6% | Added |
| United Capital Financial Advisers, LLC | 16,020 | $2.76M | 0.02% | −9,567−37.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 15,965 | $2.75M | 0.35% | +699+4.6% | Added |
| TrinityPoint Wealth, LLC | 15,896 | $2.74M | 0.39% | +59+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 15,874 | $2.74M | 0.35% | −1,075−6.3% | Reduced |
| Bridgewater Advisors Inc. | 16,127 | $2.73M | 0.29% | −18−0.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,779 | $2.72M | 0.59% | +1,275+8.8% | Added |
| Acorn Wealth Advisors, LLC | 15,619 | $2.69M | 1.11% | −309−1.9% | Reduced |
| Penbrook Management LLC | 15,600 | $2.69M | 1.83% | 00.0% | Unchanged |
| Rossmore Private Capital | 15,539 | $2.68M | 0.33% | 00.0% | Unchanged |
| IFC Advisors LLC | 15,536 | $2.68M | 0.58% | +15,536 | New |
| Summit Financial, LLC | 15,522 | $2.68M | 0.09% | +3,951+34.1% | Added |
| Belpointe Asset Management LLC | 18,779 | $2.67M | 0.16% | +3,714+24.7% | Added |
| River Street Advisors LLC | 15,462 | $2.67M | 1.36% | +573+3.8% | Added |
| Frank, Rimerman Advisors LLC | 15,344 | $2.65M | 0.19% | +1,166+8.2% | Added |
| GoalVest Advisory LLC | 15,342 | $2.65M | 0.73% | +17+0.1% | Added |
| Signaturefd, LLC | 15,283 | $2.64M | 0.05% | +247+1.6% | Added |
| Taylor Financial Group, Inc. | 15,266 | $2.63M | 1.82% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 15,153 | $2.61M | 0.85% | −1,221−7.5% | Reduced |
| Sit Investment Associates Inc | 15,100 | $2.60M | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 15,101 | $2.60M | 0.24% | −209−1.4% | Reduced |
| Redmond Asset Management, LLC | 15,006 | $2.59M | 0.65% | +943+6.7% | Added |
| Waters Parkerson & Co., LLC | 14,882 | $2.57M | 0.14% | 00.0% | Unchanged |
| Dearborn Partners LLC | 14,868 | $2.56M | 0.11% | −800−5.1% | Reduced |
| Moneta Group Investment Advisors LLC | 14,843 | $2.56M | 0.04% | +4,931+49.7% | Added |
| New Vernon Investment Management LLC | 11,000 | $2.55M | 4.33% | −2,201−16.7% | Reduced |
| Insight Advisors, LLC | 14,807 | $2.55M | 0.44% | −341−2.3% | Reduced |
| Grandview Asset Management LLC | 14,748 | $2.54M | 0.93% | −5,219−26.1% | Reduced |
| Keybank National Association | 14,744 | $2.54M | 0.01% | +621+4.4% | Added |
| Morse Asset Management, Inc | 14,731 | $2.54M | 0.58% | +3,499+31.2% | Added |
| Harvest Investment Advisors, LLC | 14,717 | $2.54M | 1.75% | −236−1.6% | Reduced |
| Covenant Asset Management, LLC | 14,641 | $2.52M | 0.56% | −904−5.8% | Reduced |
| Edgestream Partners, L.P. | 14,640 | $2.52M | 0.11% | +14,640 | New |
| Balyasny Asset Management LLC | 14,554 | $2.51M | 0.01% | −12,719−46.6% | Reduced |
| Hills Bank & Trust Co | 14,533 | $2.51M | 0.19% | −306−2.1% | Reduced |
| Chickasaw Capital Management LLC | 14,451 | $2.49M | 0.10% | −23−0.2% | Reduced |
| Wolverine Trading, LLC | 14,452 | $2.49M | 0.06% | +9,693+203.7% | Added |
| Western Wealth Management, LLC | 14,378 | $2.48M | 0.13% | −186−1.3% | Reduced |
| Harbor Capital Advisors, Inc. | 14,278 | $2.46M | 0.11% | +352+2.5% | Added |
| Koa Wealth Management, LLC | 14,279 | $2.46M | 2.01% | −1,846−11.4% | Reduced |
| Aragon Global Management, LP | 14,250 | $2.46M | 0.91% | +14,250 | New |
| Thoroughbred Financial Services, LLC | 14,210 | $2.45M | 0.15% | −210−1.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,205 | $2.45M | 1.75% | −850−5.6% | Reduced |
| King Luther Capital Management Corp | 14,103 | $2.43M | 0.01% | +3,985+39.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,029 | $2.42M | 0.01% | +2,453+21.2% | Added |
| Bank Ozk | 14,009 | $2.42M | 1.00% | +1,321+10.4% | Added |
| Opinicus Capital, Inc. | 13,974 | $2.41M | 2.03% | −738−5.0% | Reduced |
| Intrepid Financial Planning Group LLC | 13,928 | $2.40M | 1.01% | −2,545−15.4% | Reduced |
| Ausdal Financial Partners, Inc. | 13,924 | $2.40M | 0.21% | +7,544+118.2% | Added |