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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 13,823 | $2.38M | 0.90% | −10−0.1% | Reduced |
| Caz Investments LP | 13,800 | $2.38M | 3.41% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 13,768 | $2.37M | 0.10% | +943+7.4% | Added |
| Patrick M Sweeney & Associates, Inc | 13,740 | $2.37M | 1.77% | −25−0.2% | Reduced |
| Adviser Investments LLC | 13,701 | $2.36M | 0.03% | +1,313+10.6% | Added |
| Harbor Advisors LLC | 13,700 | $2.36M | 0.37% | +6,000+77.9% | Added |
| Stiles Financial Services Inc | 13,681 | $2.36M | 0.85% | −952−6.5% | Reduced |
| Kensington Investment Counsel, LLC | 13,639 | $2.35M | 0.98% | +6,080+80.4% | Added |
| Norway Savings Bank | 13,600 | $2.34M | 1.30% | +506+3.9% | Added |
| Qsemble Capital Management, LP | 13,586 | $2.34M | 0.31% | +13,586 | New |
| Nations Financial Group Inc, | 13,578 | $2.34M | 0.17% | −1,758−11.5% | Reduced |
| Farther Finance Advisors, LLC | 13,568 | $2.34M | 0.08% | −403−2.9% | Reduced |
| RiverPark Advisors, LLC | 13,524 | $2.33M | 1.87% | −1,401−9.4% | Reduced |
| Valeo Financial Advisors, LLC | 13,459 | $2.32M | 0.06% | −562−4.0% | Reduced |
| Sunbelt Securities, Inc. | 13,485 | $2.32M | 0.20% | +6,575+95.2% | Added |
| Vestcor Inc | 13,244 | $2.28M | 0.08% | −993−7.0% | Reduced |
| Osprey Private Wealth LLC | 13,175 | $2.27M | 1.59% | +340+2.6% | Added |
| Accretive Wealth Partners, LLC | 13,144 | $2.27M | 0.96% | −291−2.2% | Reduced |
| Garrett Investment Advisors LLC | 13,106 | $2.26M | 0.22% | −4,821−26.9% | Reduced |
| Spirit of America Management Corp | 13,100 | $2.26M | 0.46% | +1,350+11.5% | Added |
| Klingman & Associates, LLC | 13,097 | $2.26M | 0.14% | −42−0.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,071 | $2.25M | 1.05% | −810−5.8% | Reduced |
| Dimension Capital Management LLC | 13,064 | $2.25M | 0.37% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 13,055 | $2.25M | 0.35% | +13,055 | New |
| L.M. Kohn & Company | 13,020 | $2.24M | 0.58% | −260−2.0% | Reduced |
| Hilltop National Bank | 12,998 | $2.24M | 0.67% | +470+3.8% | Added |
| Welch & Forbes LLC | 12,982 | $2.24M | 0.03% | +780+6.4% | Added |
| Augustine Asset Management Inc | 12,954 | $2.23M | 0.59% | +7,418+134.0% | Added |
| Brandywine Oak Private Wealth LLC | 12,920 | $2.23M | 0.22% | +10.0% | Added |
| Lodestone Wealth Management LLC | 12,889 | $2.22M | 1.11% | +31+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 12,845 | $2.21M | 0.04% | −400−3.0% | Reduced |
| Citizens & Northern Corp | 12,807 | $2.21M | 0.60% | +338+2.7% | Added |
| La Banque Postale Asset Management SA | 12,708 | $2.19M | 0.03% | +12,708 | New |
| AdvisorNet Financial, Inc | 12,694 | $2.19M | 0.18% | +4,648+57.8% | Added |
| Ocean Capital Management, LLC | 12,693 | $2.19M | 0.48% | −46−0.4% | Reduced |
| Smith, Moore & Co. | 12,635 | $2.18M | 0.20% | −560−4.2% | Reduced |
| Modern Wealth Management, LLC | 12,631 | $2.18M | 0.08% | +116+0.9% | Added |
| Prosperity Consulting Group, LLC | 12,576 | $2.17M | 0.16% | +1,183+10.4% | Added |
| WSFS Capital Management, LLC | 12,566 | $2.17M | 0.12% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,563 | $2.17M | 0.09% | +576+4.8% | Added |
| Procyon Private Wealth Partners, LLC | 12,511 | $2.16M | 0.14% | −146−1.2% | Reduced |
| First United Bank Trust | 12,502 | $2.16M | 0.78% | −178−1.4% | Reduced |
| Cumberland Partners Ltd | 12,500 | $2.16M | 0.15% | +2,500+25.0% | Added |
| Horizon Investments, LLC | 12,587 | $2.15M | 0.06% | +236+1.9% | Added |
| Canada Post Corp Registered Pension Plan | 12,470 | $2.15M | 0.13% | +12,470 | New |
| PKS Advisory Services, LLC | 12,467 | $2.15M | 0.60% | +12,467 | New |
| Hudson Valley Investment Advisors Inc | 12,426 | $2.14M | 0.24% | 00.0% | Unchanged |
| Brave Asset Management Inc | 12,419 | $2.14M | 0.68% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13,247 | $2.13M | 0.18% | +1,090+9.0% | Added |
| Matrix Private Capital Group LLC | 12,293 | $2.12M | 1.21% | −486−3.8% | Reduced |
| Xcel Wealth Management, LLC | 12,293 | $2.12M | 0.59% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,277 | $2.12M | 0.11% | +24+0.2% | Added |
| Wealthcare Capital Partners, LLC | 12,192 | $2.10M | 1.09% | +12,192 | New |
| Crescent Grove Advisors, LLC | 12,189 | $2.10M | 0.21% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,136 | $2.09M | 0.04% | +194+1.6% | Added |
| Diversify Advisory Services, LLC | 12,678 | $2.09M | 0.12% | −8,436−40.0% | Reduced |
| Sandbox Financial Partners, LLC | 12,092 | $2.08M | 0.70% | −17−0.1% | Reduced |
| Hilltop Holdings Inc. | 12,074 | $2.08M | 0.13% | −1,821−13.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,019 | $2.07M | 0.16% | −2,838−19.1% | Reduced |
| Missouri Trust & Investment Co | 11,920 | $2.06M | 0.72% | +437+3.8% | Added |
| Douglass Winthrop Advisors, LLC | 11,871 | $2.05M | 0.04% | −150−1.2% | Reduced |
| Angeles Wealth Management, LLC | 11,743 | $2.02M | 0.17% | +143+1.2% | Added |
| Verity & Verity, LLC | 11,711 | $2.02M | 0.18% | +11,711 | New |
| TCTC Holdings, LLC | 11,698 | $2.02M | 0.07% | −302−2.5% | Reduced |
| Clarius Group, LLC | 11,695 | $2.02M | 0.14% | +24+0.2% | Added |
| Castle Rock Wealth Management, LLC | 12,178 | $2.01M | 0.48% | +282+2.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,631 | $2.01M | 0.67% | +3,112+36.5% | Added |
| Carolinas Wealth Consulting LLC | 11,631 | $2.01M | 0.39% | −731−5.9% | Reduced |
| Umb Bank N A | 11,629 | $2.01M | 0.03% | +373+3.3% | Added |
| Westside Investment Management, Inc. | 11,615 | $2.00M | 0.42% | −35−0.3% | Reduced |
| Marcum Wealth, LLC | 11,607 | $2.00M | 0.17% | +20.0% | Added |
| TCG Advisory Services, LLC | 11,601 | $2.00M | 0.08% | −108−0.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,585 | $2.00M | 0.16% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,576 | $2.00M | 0.04% | +449+4.0% | Added |
| Moseley Investment Management Inc | 11,552 | $1.99M | 0.78% | −13−0.1% | Reduced |
| Altus Wealth Group LLC | 11,481 | $1.98M | 0.88% | +50+0.4% | Added |
| David Loasby | 11,997 | $1.98M | 0.18% | +530+4.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,426 | $1.97M | 0.07% | +62+0.5% | Added |
| WoodTrust Financial Corp | 11,359 | $1.96M | 0.28% | +100+0.9% | Added |
| Good Life Advisors, LLC | 11,343 | $1.96M | 0.14% | −290−2.5% | Reduced |
| Vise Technologies, Inc. | 11,322 | $1.95M | 0.16% | +7,919+232.7% | Added |
| Lindbrook Capital, LLC | 11,320 | $1.95M | 0.18% | +5,577+97.1% | Added |
| Ellevest, Inc. | 11,263 | $1.94M | 0.11% | +5,676+101.6% | Added |
| Fulton Bank, N.A. | 11,202 | $1.93M | 0.07% | +103+0.9% | Added |
| Private Trust Co NA | 11,173 | $1.93M | 0.20% | −560−4.8% | Reduced |
| Parcion Private Wealth LLC | 11,101 | $1.91M | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,096 | $1.91M | 0.09% | −3,052−21.6% | Reduced |
| Fortem Financial Group, LLC | 11,049 | $1.91M | 0.74% | +264+2.4% | Added |
| CTC LLC | 11,037 | $1.90M | 0.19% | −26,477−70.6% | Reduced |
| Central Trust Co | 11,035 | $1.90M | 0.05% | +63+0.6% | Added |
| Country Club Bank | 11,055 | $1.90M | 0.13% | +570+5.4% | Added |
| Ar Asset Management Inc | 11,000 | $1.90M | 0.43% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,000 | $1.90M | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 13,275 | $1.89M | 0.65% | +3,214+31.9% | Added |
| United Bank | 10,910 | $1.88M | 0.79% | +1,378+14.5% | Added |
| Investors Asset Management of Georgia Inc | 10,908 | $1.88M | 0.92% | −462−4.1% | Reduced |
| SFMG, LLC | 10,901 | $1.88M | 0.15% | −506−4.4% | Reduced |
| Hall Capital Management Co Inc | 10,849 | $1.87M | 0.87% | +10,849 | New |
| Waterfront Wealth Inc. | 10,800 | $1.86M | 0.45% | −300−2.7% | Reduced |
| Seelaus Asset Management LLC | 10,754 | $1.85M | 1.69% | 00.0% | Unchanged |