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; 2,157 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
- 897 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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $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 |
|---|---|---|---|---|---|
| Blackston Financial Advisory Group, LLC | 1,898 | $265.3K | 0.18% | −372−16.4% | Reduced |
| Sivia Capital Partners, LLC | 1,899 | $265.4K | 0.12% | +105+5.9% | Added |
| Burney Co | 1,900 | $265.6K | 0.01% | −284−13.0% | Reduced |
| Shufro Rose & Co LLC | 1,900 | $265.6K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,900 | $265.6K | 0.01% | +1,900 | New |
| SGL Investment Advisors, Inc. | 1,901 | $265.8K | 0.14% | +454+31.4% | Added |
| Brookwood Investment Group LLC | 1,902 | $265.9K | 0.05% | +1,902 | New |
| Pines Wealth Management, LLC | 2,215 | $266.0K | 0.12% | +119+5.7% | Added |
| Onefund, LLC | 1,906 | $266.4K | 0.27% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,907 | $266.6K | 0.01% | −278−12.7% | Reduced |
| Biltmore Family Office, LLC | 1,917 | $268.0K | 0.05% | +400+26.4% | Added |
| Perennial Advisors, LLC | 1,917 | $268.0K | 0.05% | +1,917 | New |
| CCG Wealth Management, LLC | 1,925 | $269.1K | 0.16% | −12−0.6% | Reduced |
| Cadinha & Co LLC | 1,925 | $269.1K | 0.06% | −67−3.4% | Reduced |
| Everett Harris & Co | 1,926 | $269.2K | 0.00% | −7−0.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,566 | $270.0K | 0.09% | +189+13.7% | Added |
| Huntleigh Advisors, Inc. | 1,935 | $270.5K | 0.05% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,938 | $270.9K | 0.04% | +1,938 | New |
| George Kaiser Family Foundation | 1,938 | $270.9K | 0.04% | +1,938 | New |
| Oversea-Chinese Banking CORP Ltd | 1,939 | $271.0K | 0.01% | +1,939 | New |
| Bestgate Wealth Advisors, LLC | 1,941 | $271.3K | 0.56% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,950 | $272.6K | 0.09% | +14+0.7% | Added |
| Bellecapital International Ltd. | 1,951 | $272.7K | 0.05% | +1,951 | New |
| TFR Capital, LLC. | 1,952 | $272.9K | 0.11% | +1,952 | New |
| LBJ Family Wealth Advisors, Ltd. | 1,956 | $273.0K | 0.17% | −817−29.5% | Reduced |
| Second Line Capital, LLC | 1,959 | $273.8K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,960 | $274.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 1,963 | $274.5K | 0.10% | −15−0.8% | Reduced |
| Autumn Glory Partners, LLC | 1,970 | $275.4K | 0.14% | 00.0% | Unchanged |
| Gagnon Securities LLC | 1,973 | $275.8K | 0.06% | −38−1.9% | Reduced |
| Westpac Banking Corp | 1,975 | $276.1K | 0.02% | −690−25.9% | Reduced |
| Cypress Wealth Services, LLC | 1,980 | $276.7K | 0.06% | +48+2.5% | Added |
| Argus Investors' Counsel, Inc. | 1,980 | $276.8K | 0.21% | −20−1.0% | Reduced |
| JNBA Financial Advisors | 1,982 | $277.0K | 0.03% | −290−12.8% | Reduced |
| Catalyst Financial Partners LLC | 1,988 | $277.9K | 0.05% | −6−0.3% | Reduced |
| Maltin Wealth Management, Inc. | 1,990 | $278.2K | 0.13% | +6+0.3% | Added |
| Trust Co of Virginia | 1,995 | $278.9K | 0.03% | +500+33.4% | Added |
| Aspiriant, LLC | 1,996 | $279.0K | 0.01% | −1,865−48.3% | Reduced |
| W Advisors, LLC | 1,998 | $279.3K | 0.17% | +72+3.7% | Added |
| Silver Oak Securities, Inc | 2,023 | $279.4K | 0.03% | +364+21.9% | Added |
| Headland Capital, LLC | 2,000 | $279.5K | 0.09% | +47+2.4% | Added |
| Cladis Investment Advisory, LLC | 2,000 | $279.6K | 0.20% | −5,000−71.4% | Reduced |
| Sather Financial Group Inc | 2,000 | $279.6K | 0.02% | −3,400−63.0% | Reduced |
| Searle & Co. | 2,000 | $279.6K | 0.08% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,000 | $279.6K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,000 | $279.6K | 0.19% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 2,000 | $279.6K | 0.17% | 00.0% | Unchanged |
| Renasant Bank | 2,006 | $280.4K | 0.19% | −84−4.0% | Reduced |
| First County Bank | 2,010 | $281.0K | 0.16% | −175−8.0% | Reduced |
| Forefront Wealth Management Inc. | 2,013 | $281.4K | 0.26% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,230 | $283.2K | 0.10% | +3+0.1% | Added |
| Essex LLC | 2,027 | $283.3K | 0.06% | −100−4.7% | Reduced |
| GSB Wealth Management, LLC | 2,027 | $283.3K | 0.07% | +16+0.8% | Added |
| 44 Wealth Management LLC | 2,030 | $283.8K | 0.11% | −14−0.7% | Reduced |
| Hopwood Financial Services, Inc. | 2,030 | $283.8K | 0.22% | −100−4.7% | Reduced |
| PFG Advisors | 2,031 | $284.0K | 0.02% | +83+4.3% | Added |
| Sentry Investment Management LLC | 2,276 | $284.0K | 0.19% | −680−23.0% | Reduced |
| Peddock Capital Advisors, LLC | 2,035 | $284.5K | 0.07% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 2,041 | $285.4K | 0.05% | −131−6.0% | Reduced |
| Wolff Financial Management LLC | 2,049 | $286.0K | 0.08% | +2+0.1% | Added |
| Bingham Private Wealth, LLC | 2,051 | $286.7K | 0.30% | −183−8.2% | Reduced |
| Lincoln Capital Corp | 2,052 | $286.9K | 0.12% | −100−4.6% | Reduced |
| Ostrum Asset Management | 2,054 | $287.1K | 0.02% | −54−2.6% | Reduced |
| Berger Financial Group, Inc | 2,056 | $287.4K | 0.02% | +19+0.9% | Added |
| Aletheian Wealth Advisors LLC | 2,056 | $287.4K | 0.16% | +2,056 | New |
| Trustmark National Bank Trust Department | 2,059 | $287.8K | 0.02% | −56−2.6% | Reduced |
| Cromwell Holdings LLC | 2,059 | $287.8K | 0.19% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,060 | $287.9K | 0.15% | +820+66.1% | Added |
| Cora Capital Advisors LLC | 2,066 | $288.8K | 0.14% | −31−1.5% | Reduced |
| Fonville Wealth Management LLC | 2,070 | $289.3K | 0.09% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,075 | $290.0K | 0.05% | −175−7.8% | Reduced |
| Omnia Family Wealth, LLC | 2,083 | $291.1K | 0.12% | +215+11.5% | Added |
| All Terrain Financial Advisors, LLC | 2,087 | $291.7K | 0.11% | +15+0.7% | Added |
| Advyzon Investment Management, LLC | 2,097 | $293.2K | 0.10% | −114−5.2% | Reduced |
| Avondale Wealth Management | 2,100 | $293.5K | 0.18% | +350+20.0% | Added |
| Hutchinson Capital Management | 2,109 | $294.8K | 0.06% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,109 | $294.8K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,113 | $295.4K | 0.03% | +2,113 | New |
| Balboa Wealth Partners | 2,125 | $297.0K | 0.07% | −2,083−49.5% | Reduced |
| Rockland Trust Co | 2,125 | $297.0K | 0.01% | 00.0% | Unchanged |
| Code Waechter LLC | 2,132 | $298.0K | 0.25% | −31−1.4% | Reduced |
| Vaughan David Investments LLC | 2,129 | $298.0K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 2,133 | $298.2K | 0.06% | −2,532−54.3% | Reduced |
| Bristlecone Advisors, LLC | 2,138 | $298.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,138 | $298.9K | 0.01% | +427+25.0% | Added |
| Associated Banc-Corp | 2,140 | $299.1K | 0.01% | +25+1.2% | Added |
| Signet Financial Management, LLC | 2,143 | $299.5K | 0.04% | +8+0.4% | Added |
| Fairfield, Bush & Co. | 2,147 | $300.1K | 0.19% | −100−4.5% | Reduced |
| Mattern Wealth Management LLC | 2,153 | $300.9K | 0.07% | −75−3.4% | Reduced |
| Philadelphia Trust Co | 2,153 | $301.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,371 | $301.1K | 0.02% | +3+0.1% | Added |
| Aire Advisors, LLC | 2,156 | $301.3K | 0.06% | +19+0.9% | Added |
| Outlook Wealth Advisors, LLC | 2,160 | $301.9K | 0.08% | −125−5.5% | Reduced |
| Altfest L J & Co Inc | 2,169 | $303.2K | 0.04% | −7−0.3% | Reduced |
| Northside Capital Management, LLC | 2,193 | $306.5K | 0.05% | +148+7.2% | Added |
| Opal Wealth Advisors, LLC | 2,199 | $307.3K | 0.09% | +29+1.3% | Added |
| Smith Anglin Financial, LLC | 2,200 | $307.5K | 0.03% | +11+0.5% | Added |
| JFG Wealth Management, LLC | 2,211 | $309.1K | 0.07% | −45−2.0% | Reduced |
| Charles Schwab Trust Co | 2,225 | $310.9K | 0.03% | +324+17.0% | Added |
| Traphagen Investment Advisors LLC | 2,225 | $311.0K | 0.03% | +147+7.1% | Added |