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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 16,346 | $2.28M | 0.02% | +326+2.0% | Added |
| Canton Hathaway, LLC | 16,352 | $2.29M | 0.46% | −1,500−8.4% | Reduced |
| United Services Automobile Association | 16,605 | $2.29M | 0.07% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 16,409 | $2.29M | 0.22% | +3,303+25.2% | Added |
| Benjamin Edwards Inc | 16,434 | $2.30M | 0.03% | −1,864−10.2% | Reduced |
| Morse Asset Management, Inc | 16,447 | $2.30M | 0.58% | +1,716+11.6% | Added |
| Farther Finance Advisors, LLC | 16,123 | $2.30M | 0.06% | +2,555+18.8% | Added |
| Mutual Advisors, LLC | 17,344 | $2.30M | 0.07% | +1,654+10.5% | Added |
| CAPROCK Group, Inc. | 16,500 | $2.31M | 0.07% | −1,418−7.9% | Reduced |
| Moneta Group Investment Advisors LLC | 16,500 | $2.31M | 0.03% | +1,657+11.2% | Added |
| Means Investment Co., Inc. | 16,517 | $2.31M | 0.25% | −4,315−20.7% | Reduced |
| GoalVest Advisory LLC | 16,584 | $2.32M | 0.64% | +1,242+8.1% | Added |
| First National Bank Sioux Falls | 16,693 | $2.33M | 0.94% | 00.0% | Unchanged |
| MWA Asset Management | 16,707 | $2.34M | 1.62% | +619+3.8% | Added |
| Bank Ozk | 16,817 | $2.35M | 0.98% | +2,808+20.0% | Added |
| IFC Advisors LLC | 16,920 | $2.37M | 0.49% | +1,384+8.9% | Added |
| Savant Capital, LLC | 17,000 | $2.38M | 0.02% | −1,448−7.8% | Reduced |
| Koa Wealth Management, LLC | 17,072 | $2.39M | 1.93% | +2,793+19.6% | Added |
| Cary Street Partners Financial LLC | 17,090 | $2.39M | 0.08% | +489+2.9% | Added |
| Resources Investment Advisors, LLC. | 17,098 | $2.39M | 0.03% | −16,958−49.8% | Reduced |
| Madison Park Capital Advisors, LLC | 17,120 | $2.39M | 2.10% | +165+1.0% | Added |
| Daymark Wealth Partners, LLC | 17,120 | $2.39M | 0.10% | −1,106−6.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 17,123 | $2.39M | 0.49% | −5,563−24.5% | Reduced |
| Institute for Wealth Management, LLC. | 17,313 | $2.42M | 0.31% | +840+5.1% | Added |
| Sigma Planning Corp | 17,329 | $2.42M | 0.08% | +174+1.0% | Added |
| Orca Wealth Management, LLC | 17,350 | $2.43M | 2.17% | +70+0.4% | Added |
| Blue Fin Capital, Inc. | 17,378 | $2.43M | 0.47% | +218+1.3% | Added |
| Ausdal Financial Partners, Inc. | 17,468 | $2.44M | 0.18% | +3,544+25.5% | Added |
| Pittenger & Anderson Inc | 17,496 | $2.45M | 0.09% | −19,119−52.2% | Reduced |
| Blue Square Asset Management, LLC | 17,564 | $2.46M | 1.32% | −106−0.6% | Reduced |
| Royal Capital Wealth Management, LLC | 17,633 | $2.46M | 1.73% | +12+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 17,667 | $2.47M | 0.33% | −217−1.2% | Reduced |
| Stonegate Investment Group, LLC | 17,733 | $2.48M | 0.07% | −634−3.5% | Reduced |
| Ballentine Partners, LLC | 17,784 | $2.49M | 0.04% | −1,365−7.1% | Reduced |
| JBR Co Financial Management Inc | 17,846 | $2.49M | 1.46% | 00.0% | Unchanged |
| Ballast Advisors LLC | 17,852 | $2.50M | 0.80% | −728−3.9% | Reduced |
| Bay Rivers Group | 17,896 | $2.50M | 1.31% | −401−2.2% | Reduced |
| Field & Main Bank | 18,015 | $2.52M | 0.89% | −345−1.9% | Reduced |
| Assenagon Asset Management S.A. | 18,020 | $2.52M | 0.00% | −749−4.0% | Reduced |
| BankPlus Trust Department | 18,044 | $2.52M | 0.84% | +344+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,049 | $2.52M | 0.11% | −3,302−15.5% | Reduced |
| Valley National Advisers Inc | 18,070 | $2.52M | 0.46% | +32+0.2% | Added |
| Credit Industriel Et Commercial | 18,095 | $2.53M | 0.46% | +18,095 | New |
| Schechter Investment Advisors, LLC | 18,104 | $2.53M | 0.21% | +1,085+6.4% | Added |
| Sterling Investment Advisors, Ltd. | 18,129 | $2.53M | 0.61% | −3,173−14.9% | Reduced |
| Summit Financial, LLC | 18,248 | $2.55M | 0.07% | +2,726+17.6% | Added |
| Toroso Investments, LLC | 18,270 | $2.55M | 0.02% | −9,726−34.7% | Reduced |
| Atomi Financial Group, Inc. | 18,283 | $2.56M | 0.12% | +1,382+8.2% | Added |
| Intellectus Partners, LLC | 18,309 | $2.56M | 0.63% | −310−1.7% | Reduced |
| Capital City Trust Co | 18,316 | $2.56M | 0.70% | +175+1.0% | Added |
| King Wealth | 18,340 | $2.56M | 0.39% | +44+0.2% | Added |
| Krilogy Financial LLC | 18,442 | $2.58M | 0.17% | +514+2.9% | Added |
| South Dakota Investment Council | 18,480 | $2.58M | 0.05% | 00.0% | Unchanged |
| Ellerson Group Inc | 18,490 | $2.58M | 2.05% | +347+1.9% | Added |
| Rational Advisors LLC | 18,500 | $2.59M | 0.26% | −1,900−9.3% | Reduced |
| Ofi Invest Asset Management | 20,021 | $2.59M | 0.07% | +703+3.6% | Added |
| Tealwood Asset Management Inc | 18,616 | $2.60M | 1.20% | −50−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 19,237 | $2.69M | 0.16% | +1,283+7.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,265 | $2.69M | 0.16% | −6,983−26.6% | Reduced |
| Proactive Wealth Strategies LLC | 19,411 | $2.71M | 1.45% | +509+2.7% | Added |
| Vident Advisory, LLC | 19,522 | $2.73M | 0.04% | −34,936−64.2% | Reduced |
| Great Lakes Retirement, Inc. | 19,537 | $2.73M | 0.36% | +722+3.8% | Added |
| Joel Isaacson & Co., LLC | 19,668 | $2.75M | 0.12% | +584+3.1% | Added |
| Runnymede Capital Advisors, Inc. | 19,773 | $2.76M | 2.65% | 00.0% | Unchanged |
| Governors Lane LP | 19,800 | $2.77M | 0.60% | +19,800 | New |
| Stamos Capital Partners, L.P. | 19,825 | $2.77M | 0.72% | +11,045+125.8% | Added |
| St. Clair Advisors, LLC | 19,859 | $2.78M | 0.78% | +20+0.1% | Added |
| Alaethes Wealth LLC | 19,892 | $2.78M | 1.02% | +331+1.7% | Added |
| Nations Financial Group Inc, | 19,922 | $2.78M | 0.21% | +6,344+46.7% | Added |
| WealthPLAN Partners, LLC | 20,011 | $2.80M | 0.39% | +2,357+13.4% | Added |
| RMR Wealth Builders | 20,023 | $2.80M | 0.29% | +1,752+9.6% | Added |
| StrongBox Wealth, LLC | 20,037 | $2.80M | 1.17% | +1,959+10.8% | Added |
| Core Alternative Capital | 20,038 | $2.80M | 0.67% | −14,822−42.5% | Reduced |
| Brookstone Capital Management | 20,043 | $2.80M | 0.04% | +10,621+112.7% | Added |
| Magnus Financial Group LLC | 20,179 | $2.82M | 0.27% | +987+5.1% | Added |
| Hudock, Inc. | 20,223 | $2.83M | 0.49% | +383+1.9% | Added |
| Mesirow Financial Investment Management, Inc. | 20,276 | $2.83M | 0.05% | +559+2.8% | Added |
| Kingsview Wealth Management, LLC | 20,445 | $2.86M | 0.05% | +723+3.7% | Added |
| Kerusso Capital Management LLC | 20,447 | $2.86M | 1.82% | +9,699+90.2% | Added |
| Campbell & CO Investment Adviser LLC | 20,792 | $2.91M | 0.22% | +20,792 | New |
| TownSquare Capital, LLC | 20,935 | $2.93M | 0.03% | +1,838+9.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,989 | $2.93M | 0.21% | +20,989 | New |
| Gotham Asset Management, LLC | 21,187 | $2.96M | 0.02% | +546+2.6% | Added |
| Financial Advisory Service, Inc. | 21,236 | $2.97M | 0.24% | +831+4.1% | Added |
| Sierra Capital LLC | 21,277 | $2.97M | 0.36% | −1,738−7.6% | Reduced |
| Engineers Gate Manager LP | 21,323 | $2.98M | 0.05% | −61,806−74.3% | Reduced |
| Johnson Investment Counsel Inc | 21,350 | $2.98M | 0.03% | +274+1.3% | Added |
| D L Carlson Investment Group Inc | 21,385 | $2.99M | 0.57% | −4,781−18.3% | Reduced |
| Accuvest Global Advisors | 21,488 | $3.00M | 2.56% | −1,621−7.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 21,646 | $3.03M | 0.19% | −1,240−5.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 21,879 | $3.06M | 0.21% | −11,753−34.9% | Reduced |
| Bokf, NA | 22,174 | $3.10M | 0.05% | −201−0.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,200 | $3.10M | 1.33% | +22,200 | New |
| Congress Wealth Management LLC | 22,010 | $3.11M | 0.04% | −76−0.3% | Reduced |
| Summit Place Financial Advisors, LLC | 22,401 | $3.13M | 1.77% | −235−1.0% | Reduced |
| Platform Technology Partners | 22,432 | $3.14M | 0.91% | +3,465+18.3% | Added |
| Diligent Investors, LLC | 22,463 | $3.14M | 0.76% | +345+1.6% | Added |
| Register Financial Advisors LLC | 22,643 | $3.17M | 1.65% | +179+0.8% | Added |
| Rehmann Capital Advisory Group | 22,733 | $3.18M | 0.20% | −69−0.3% | Reduced |
| Change Path, LLC | 22,763 | $3.18M | 0.10% | +4,798+26.7% | Added |