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, Q1 2025
Institutional positions in Blackstone Inc. as of Mar 31, 2025. 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
- 2,084
- −13 vs. Q4 2024
- Shares held
- 513.1M
- +2.65M (+0.5%) vs. Q4 2024
- Total value
- $71.5B
- −$16.5B (−18.7%) vs. Q4 2024
- New holders
- 176
- 896 more added
- Sold out
- 189
- 721 more reduced
38 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 6,842 | $956.4K | 0.01% | +508+8.0% | Added |
| Dorsey & Whitney Trust CO LLC | 6,854 | $958.1K | 0.06% | +2,006+41.4% | Added |
| EPG Wealth Management LLC | 6,857 | $958.5K | 0.27% | +124+1.8% | Added |
| Wedmont Private Capital | 7,624 | $969.6K | 0.05% | +262+3.6% | Added |
| TruWealth Advisors, LLC | 6,963 | $973.1K | 0.06% | +349+5.3% | Added |
| Raiffeisen Bank International AG | 7,053 | $974.1K | 0.02% | +2,210+45.6% | Added |
| Financial Advocates Investment Management | 6,981 | $975.8K | 0.07% | +129+1.9% | Added |
| Forum Financial Management, LP | 6,994 | $977.6K | 0.02% | −1,173−14.4% | Reduced |
| Westover Capital Advisors, LLC | 6,996 | $977.9K | 0.22% | +120+1.7% | Added |
| Caisse de Depot Et Placement du Quebec | 7,000 | $978.5K | 0.00% | 00.0% | Unchanged |
| Davis R M Inc | 7,024 | $981.8K | 0.02% | +631+9.9% | Added |
| CoreCap Advisors, LLC | 7,027 | $982.2K | 0.04% | −281−3.8% | Reduced |
| Simon Quick Advisors, LLC | 7,042 | $984.4K | 0.06% | +1,697+31.7% | Added |
| LRI Investments, LLC | 7,065 | $987.5K | 0.10% | −543−7.1% | Reduced |
| Lebenthal Global Advisors, LLC | 7,072 | $988.5K | 0.19% | +477+7.2% | Added |
| Highland Capital Management, LLC | 7,098 | $992.2K | 0.06% | −15,205−68.2% | Reduced |
| Linscomb & Williams, Inc. | 7,099 | $992.3K | 0.05% | −12−0.2% | Reduced |
| Close Asset Management Ltd | 7,131 | $997.0K | 0.03% | −102−1.4% | Reduced |
| Revolve Wealth Partners, LLC | 7,216 | $1.01M | 0.15% | +590+8.9% | Added |
| Cigna Investments Inc | 7,217 | $1.01M | 0.19% | −173−2.3% | Reduced |
| Capital Analysts, LLC | 7,215 | $1.01M | 0.04% | +1,100+18.0% | Added |
| Sippican Capital Advisors | 7,219 | $1.01M | 0.76% | −76−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,235 | $1.01M | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,253 | $1.01M | 0.03% | −975−11.8% | Reduced |
| Sheets Smith Wealth Management | 7,274 | $1.02M | 0.13% | −40−0.5% | Reduced |
| Panagora Asset Management Inc | 7,299 | $1.02M | 0.01% | −747−9.3% | Reduced |
| First National Trust Co | 7,310 | $1.02M | 0.04% | −1,175−13.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 7,389 | $1.03M | 0.49% | −998−11.9% | Reduced |
| Walker Asset Management, LLC | 7,394 | $1.03M | 0.63% | +63+0.9% | Added |
| Wolverine Trading, LLC | 7,523 | $1.04M | 0.03% | −6,929−47.9% | Reduced |
| Naviter Wealth, LLC | 7,528 | $1.04M | 0.13% | +998+15.3% | Added |
| Alteri Wealth LLC | 7,439 | $1.04M | 0.46% | −40−0.5% | Reduced |
| RiverFront Investment Group, LLC | 7,503 | $1.05M | 0.02% | +1,001+15.4% | Added |
| Callan Capital, LLC | 7,528 | $1.05M | 0.08% | +177+2.4% | Added |
| Sound View Wealth Advisors Group, LLC | 7,531 | $1.05M | 0.09% | −579−7.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,561 | $1.06M | 0.40% | +75+1.0% | Added |
| Fjell Capital, LLC | 7,565 | $1.06M | 1.07% | +665+9.6% | Added |
| Renaissance Investment Group LLC | 7,580 | $1.06M | 0.26% | −1,542−16.9% | Reduced |
| Sandler Capital Management | 7,608 | $1.06M | 0.35% | −10,530−58.1% | Reduced |
| Sage Mountain Advisors LLC | 7,609 | $1.06M | 0.08% | +176+2.4% | Added |
| LMR Partners LLP | 7,619 | $1.06M | 0.02% | +7,619 | New |
| First Pacific Financial | 7,620 | $1.07M | 0.22% | −1,651−17.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 7,643 | $1.07M | 0.66% | −2,150−22.0% | Reduced |
| Shelton Capital Management | 7,707 | $1.08M | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 7,729 | $1.08M | 0.37% | +251+3.4% | Added |
| Latash Investments, LLC | 7,774 | $1.09M | 0.90% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 7,778 | $1.09M | 0.54% | +7,778 | New |
| Azimuth Capital Investment Management LLC | 7,802 | $1.09M | 0.04% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,902 | $1.10M | 0.59% | −90−1.1% | Reduced |
| Hexagon Capital Partners LLC | 7,919 | $1.11M | 0.21% | +321+4.2% | Added |
| Sage Rhino Capital LLC | 7,973 | $1.11M | 0.26% | +312+4.1% | Added |
| Capital Management Associates | 8,000 | $1.12M | 2.18% | −12,713−61.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,010 | $1.12M | 0.16% | +8,010 | New |
| Absolute Capital Management, LLC | 8,047 | $1.12M | 0.65% | −30.0% | Reduced |
| Harbour Investments, Inc. | 8,051 | $1.13M | 0.03% | −258−3.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,061 | $1.13M | 0.07% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 8,065 | $1.13M | 0.06% | +924+12.9% | Added |
| Caas Capital Management LP | 8,107 | $1.13M | 0.54% | +3,217+65.8% | Added |
| Brighton Jones LLC | 8,111 | $1.13M | 0.04% | +194+2.5% | Added |
| Alpha Cubed Investments, LLC | 8,144 | $1.14M | 0.05% | +3,141+62.8% | Added |
| Bailard, Inc. | 8,149 | $1.14M | 0.03% | −351−4.1% | Reduced |
| Apella Capital, LLC | 8,316 | $1.14M | 0.04% | −74−0.9% | Reduced |
| Investment Partners Asset Management, Inc. | 8,177 | $1.14M | 0.90% | −60−0.7% | Reduced |
| Union Savings Bank | 8,193 | $1.15M | 0.56% | +612+8.1% | Added |
| SRS Capital Advisors, Inc. | 8,199 | $1.15M | 0.07% | −305−3.6% | Reduced |
| Verdence Capital Advisors LLC | 8,206 | $1.15M | 0.09% | +10.0% | Added |
| Lederer & Associates Investment Counsel | 8,216 | $1.15M | 0.84% | +8,216 | New |
| Global Wealth Management Investment Advisory, Inc. | 8,214 | $1.15M | 0.23% | +697+9.3% | Added |
| Fidelis Capital Partners, LLC | 8,659 | $1.15M | 0.12% | +4,714+119.5% | Added |
| Tectonic Advisors LLC | 8,295 | $1.16M | 0.07% | +71+0.9% | Added |
| MidWestOne Financial Group, Inc. | 8,307 | $1.16M | 0.16% | +272+3.4% | Added |
| Trust Asset Management LLC | 8,316 | $1.16M | 0.10% | +11+0.1% | Added |
| VCI Wealth Management LLC | 8,325 | $1.16M | 0.49% | +913+12.3% | Added |
| Tableaux LLC | 8,362 | $1.17M | 0.84% | +6,597+373.8% | Added |
| Savvy Advisors, Inc. | 8,369 | $1.17M | 0.12% | +2,357+39.2% | Added |
| Mission Wealth Management, LP | 8,382 | $1.17M | 0.03% | +942+12.7% | Added |
| Fifth Third Wealth Advisors LLC | 8,459 | $1.18M | 0.06% | +313+3.8% | Added |
| Boltwood Capital Management | 8,489 | $1.19M | 0.36% | +2,588+43.9% | Added |
| Apexium Financial, LP | 8,511 | $1.19M | 0.07% | +30.0% | Added |
| Heirloom Wealth Management | 8,515 | $1.19M | 0.34% | +10+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.19M | 0.45% | −3,112−26.8% | Reduced |
| Haverford Trust Co | 8,525 | $1.19M | 0.01% | +174+2.1% | Added |
| Gratus Wealth Advisors, LLC | 8,621 | $1.21M | 0.20% | −81−0.9% | Reduced |
| Quest Investment Management LLC | 8,645 | $1.21M | 0.15% | −30,434−77.9% | Reduced |
| Pennsylvania Capital Management Inc | 8,699 | $1.22M | 0.45% | −30−0.3% | Reduced |
| Cornerstone National Bank & Trust Co | 8,742 | $1.22M | 0.55% | −485−5.3% | Reduced |
| Pictet North America Advisors SA | 8,800 | $1.23M | 0.12% | 00.0% | Unchanged |
| Quest Partners LLC | 8,806 | $1.23M | 0.13% | +8,806 | New |
| Truvestments Capital LLC | 8,829 | $1.23M | 0.27% | +6,239+240.9% | Added |
| 17 Capital Partners, LLC | 8,831 | $1.23M | 0.79% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 8,853 | $1.24M | 0.29% | +5,425+158.3% | Added |
| Quadrant Capital Group LLC | 8,857 | $1.24M | 0.05% | +6,374+256.7% | Added |
| Anchor Investment Management, LLC | 8,860 | $1.24M | 0.12% | +6,500+275.4% | Added |
| TFB Advisors LLC | 8,876 | $1.24M | 0.36% | +2,304+35.1% | Added |
| Boston Private Wealth LLC | 8,901 | $1.24M | 0.05% | −139,450−94.0% | Reduced |
| Davis Investment Partners, LLC | 9,540 | $1.24M | 0.55% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,939 | $1.25M | 0.22% | +1,218+15.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,059 | $1.25M | 0.19% | −179−1.9% | Reduced |
| RW Investment Management LLC | 9,000 | $1.26M | 0.15% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 9,007 | $1.26M | 0.11% | +106+1.2% | Added |