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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 12,293 | $1.72M | 0.54% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,408 | $1.73M | 0.11% | −103−0.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,409 | $1.73M | 0.08% | −1,359−9.9% | Reduced |
| Ascent Group, LLC | 12,410 | $1.73M | 0.07% | +3,888+45.6% | Added |
| Ayrshire Capital Management LLC | 12,416 | $1.74M | 0.84% | +2,474+24.9% | Added |
| Brave Asset Management Inc | 12,419 | $1.74M | 0.55% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 12,426 | $1.74M | 0.21% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 12,458 | $1.74M | 0.48% | −9−0.1% | Reduced |
| KPP Advisory Services LLC | 12,472 | $1.74M | 0.33% | +8,565+219.2% | Added |
| Sowell Financial Services LLC | 12,479 | $1.74M | 0.08% | +202+1.6% | Added |
| Missouri Trust & Investment Co | 12,560 | $1.76M | 0.62% | +640+5.4% | Added |
| WSFS Capital Management, LLC | 12,566 | $1.76M | 0.11% | 00.0% | Unchanged |
| Prudential PLC | 12,604 | $1.76M | 0.01% | +1,918+17.9% | Added |
| Valeo Financial Advisors, LLC | 12,774 | $1.79M | 0.05% | −685−5.1% | Reduced |
| Smith, Moore & Co. | 12,778 | $1.79M | 0.17% | +143+1.1% | Added |
| Baldwin Investment Management, LLC | 12,781 | $1.79M | 0.21% | −4,140−24.5% | Reduced |
| Wealthcare Capital Partners, LLC | 12,832 | $1.79M | 0.92% | +640+5.2% | Added |
| Lodestone Wealth Management LLC | 12,850 | $1.80M | 0.96% | −39−0.3% | Reduced |
| Ocean Capital Management, LLC | 12,888 | $1.80M | 0.43% | +195+1.5% | Added |
| Hollencrest Capital Management | 12,891 | $1.80M | 0.08% | +328+2.6% | Added |
| Aspen Grove Capital, LLC | 12,894 | $1.80M | 0.35% | +3,607+38.8% | Added |
| Brandywine Oak Private Wealth LLC | 12,920 | $1.81M | 0.18% | 00.0% | Unchanged |
| L.M. Kohn & Company | 12,920 | $1.81M | 0.47% | −100−0.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,942 | $1.81M | 0.84% | −129−1.0% | Reduced |
| MUFG Securities Americas Inc. | 12,956 | $1.81M | 0.21% | +2,298+21.6% | Added |
| Augustine Asset Management Inc | 12,977 | $1.81M | 0.53% | +23+0.2% | Added |
| Private Trust Co NA | 12,988 | $1.82M | 0.19% | +1,815+16.2% | Added |
| Modern Wealth Management, LLC | 13,035 | $1.82M | 0.06% | +404+3.2% | Added |
| Dimension Capital Management LLC | 13,064 | $1.83M | 0.32% | 00.0% | Unchanged |
| Citizens & Northern Corp | 13,105 | $1.83M | 0.52% | +298+2.3% | Added |
| Hilltop Holdings Inc. | 13,130 | $1.84M | 0.12% | +1,056+8.7% | Added |
| Horizon Investments, LLC | 13,243 | $1.84M | 0.05% | +656+5.2% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.85M | 2.47% | +2,201+20.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 13,215 | $1.85M | 1.70% | −15,845−54.5% | Reduced |
| RiverPark Advisors, LLC | 13,226 | $1.85M | 1.44% | −298−2.2% | Reduced |
| Greenleaf Trust | 13,339 | $1.86M | 0.02% | +6,874+106.3% | Added |
| Illinois Municipal Retirement Fund | 13,405 | $1.87M | 0.03% | +6,878+105.4% | Added |
| Kingstone Capital Partners Texas, LLC | 13,493 | $1.89M | 1.52% | +13,493 | New |
| King Luther Capital Management Corp | 13,536 | $1.89M | 0.01% | −567−4.0% | Reduced |
| Intrepid Financial Planning Group LLC | 13,604 | $1.90M | 0.88% | −324−2.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,610 | $1.90M | 1.42% | −130−0.9% | Reduced |
| Accretive Wealth Partners, LLC | 14,252 | $1.91M | 0.67% | +1,108+8.4% | Added |
| Harbor Advisors LLC | 13,700 | $1.91M | 0.33% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 13,707 | $1.92M | 1.69% | −267−1.9% | Reduced |
| Capital Investment Advisors, LLC | 13,772 | $1.93M | 0.04% | +1,636+13.5% | Added |
| Accel Wealth Management | 13,873 | $1.94M | 0.70% | +50+0.4% | Added |
| Norway Savings Bank | 13,942 | $1.95M | 1.11% | +342+2.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 13,982 | $1.95M | 0.29% | +13,982 | New |
| GM Advisory Group, Inc. | 14,057 | $1.96M | 0.11% | +11,250+400.8% | Added |
| Pinnacle West Asset Management, Inc. | 14,055 | $1.97M | 1.42% | −150−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 14,071 | $1.97M | 0.12% | −139−1.0% | Reduced |
| Uniting Wealth Partners, LLC | 14,156 | $1.98M | 0.99% | +8,067+132.5% | Added |
| Dearborn Partners LLC | 14,174 | $1.98M | 0.10% | −694−4.7% | Reduced |
| Stiles Financial Services Inc | 14,189 | $1.98M | 0.76% | +508+3.7% | Added |
| Douglass Winthrop Advisors, LLC | 14,237 | $1.99M | 0.04% | +2,366+19.9% | Added |
| Spirit of America Management Corp | 14,300 | $2.00M | 0.40% | +1,200+9.2% | Added |
| Frank, Rimerman Advisors LLC | 14,341 | $2.00M | 0.16% | −1,003−6.5% | Reduced |
| Clarius Group, LLC | 14,366 | $2.01M | 0.13% | +2,671+22.8% | Added |
| Covenant Asset Management, LLC | 14,395 | $2.01M | 0.51% | −246−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,424 | $2.02M | 0.24% | −1,450−9.1% | Reduced |
| Soltis Investment Advisors LLC | 14,442 | $2.02M | 0.18% | −18,516−56.2% | Reduced |
| Sunbelt Securities, Inc. | 14,535 | $2.03M | 0.18% | +1,050+7.8% | Added |
| Chickasaw Capital Management LLC | 14,541 | $2.03M | 0.08% | +90+0.6% | Added |
| Western Wealth Management, LLC | 14,637 | $2.05M | 0.14% | +259+1.8% | Added |
| Edmond de Rothschild Holding S.A. | 14,708 | $2.06M | 0.04% | +1,863+14.5% | Added |
| Hills Bank & Trust Co | 14,731 | $2.06M | 0.14% | +198+1.4% | Added |
| Ameritas Advisory Services, LLC | 13,176 | $2.06M | 0.08% | −3,965−23.1% | Reduced |
| Insight Advisors, LLC | 14,762 | $2.06M | 0.36% | −45−0.3% | Reduced |
| Harvest Investment Advisors, LLC | 14,815 | $2.07M | 1.50% | +98+0.7% | Added |
| Waters Parkerson & Co., LLC | 14,852 | $2.08M | 0.11% | −30−0.2% | Reduced |
| Welch & Forbes LLC | 14,879 | $2.08M | 0.03% | +1,897+14.6% | Added |
| Osprey Private Wealth LLC | 14,925 | $2.09M | 1.24% | +1,750+13.3% | Added |
| Baxter Bros Inc | 14,948 | $2.09M | 0.28% | +6,230+71.5% | Added |
| Terra Nova Asset Management LLC | 14,989 | $2.10M | 1.65% | −2,644−15.0% | Reduced |
| Choate Investment Advisors | 15,089 | $2.11M | 0.05% | −1,753−10.4% | Reduced |
| Sit Investment Associates Inc | 15,100 | $2.11M | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 15,120 | $2.11M | 0.09% | −1,064−6.6% | Reduced |
| Taylor Financial Group, Inc. | 15,120 | $2.11M | 1.47% | −146−1.0% | Reduced |
| Grandview Asset Management LLC | 15,150 | $2.12M | 0.80% | +402+2.7% | Added |
| XML Financial, LLC | 15,169 | $2.12M | 0.20% | +68+0.5% | Added |
| Klingman & Associates, LLC | 15,179 | $2.12M | 0.13% | +2,082+15.9% | Added |
| TCG Advisory Services, LLC | 15,220 | $2.13M | 0.09% | +3,619+31.2% | Added |
| Bridgewater Advisors Inc. | 16,078 | $2.15M | 0.19% | −49−0.3% | Reduced |
| Marion Wealth Management | 15,449 | $2.16M | 0.58% | −2,484−13.9% | Reduced |
| Penbrook Management LLC | 15,500 | $2.17M | 1.64% | −100−0.6% | Reduced |
| Redmond Asset Management, LLC | 15,504 | $2.17M | 0.56% | +498+3.3% | Added |
| Modera Wealth Management, LLC | 15,531 | $2.17M | 0.03% | −1,014−6.1% | Reduced |
| Rossmore Private Capital | 15,579 | $2.18M | 0.27% | +40+0.3% | Added |
| True North Advisors, LLC | 15,638 | $2.19M | 0.39% | +15,638 | New |
| Acorn Wealth Advisors, LLC | 15,688 | $2.19M | 0.91% | +69+0.4% | Added |
| Independent Solutions Wealth Management, LLC | 15,688 | $2.19M | 0.49% | −91−0.6% | Reduced |
| Aigen Investment Management, LP | 15,745 | $2.20M | 0.35% | +15,745 | New |
| River Street Advisors LLC | 15,908 | $2.22M | 1.10% | +446+2.9% | Added |
| Signaturefd, LLC | 15,971 | $2.23M | 0.04% | +688+4.5% | Added |
| Diversify Advisory Services, LLC | 16,720 | $2.23M | 0.14% | +4,042+31.9% | Added |
| Zevenbergen Capital Investments LLC | 15,975 | $2.23M | 0.05% | −215−1.3% | Reduced |
| Keybank National Association | 16,007 | $2.24M | 0.01% | +1,263+8.6% | Added |
| Altus Wealth Group LLC | 16,057 | $2.24M | 1.05% | +4,576+39.9% | Added |
| HighPoint Advisor Group LLC | 16,991 | $2.27M | 0.13% | +69+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 16,341 | $2.28M | 0.30% | +376+2.4% | Added |