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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 2,226 | $311.1K | 0.06% | +159+7.7% | Added |
| Sachetta, LLC | 2,230 | $311.7K | 0.13% | +207+10.2% | Added |
| Koss-Olinger Consulting, LLC | 2,230 | $312.0K | 0.03% | +2,230 | New |
| Legacy Bridge, LLC | 2,235 | $312.4K | 0.17% | +280+14.3% | Added |
| Carl P. Sherr & Co., LLC | 2,250 | $314.5K | 0.17% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,250 | $314.5K | 0.04% | +493+28.1% | Added |
| Marco Investment Management LLC | 2,256 | $315.3K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 2,257 | $315.5K | 0.01% | −40−1.7% | Reduced |
| VeraBank, N.A. | 2,257 | $315.5K | 0.09% | +10+0.4% | Added |
| Enterprise Financial Services Corp | 2,262 | $316.2K | 0.19% | −21−0.9% | Reduced |
| Ramirez Asset Management, Inc. | 2,266 | $316.7K | 0.07% | −1,000−30.6% | Reduced |
| Am Investment Strategies LLC | 2,270 | $317.0K | 0.08% | −560−19.8% | Reduced |
| Vista Capital Partners, Inc. | 2,275 | $318.0K | 0.04% | −10.0% | Reduced |
| Herbst Group, LLC | 2,276 | $318.1K | 0.23% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,279 | $318.6K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,300 | $321.5K | 0.15% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,314 | $323.5K | 0.04% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,546 | $323.8K | 0.03% | +10.0% | Added |
| Aaron Wealth Advisors | 2,320 | $324.3K | 0.04% | +150+6.9% | Added |
| BOS Asset Management, LLC | 2,323 | $324.7K | 0.11% | +143+6.6% | Added |
| Pacific Point Advisors, LLC | 2,325 | $325.0K | 0.18% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,335 | $326.3K | 0.04% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 2,350 | $328.5K | 0.24% | −800−25.4% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,500 | $329.3K | 0.15% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,357 | $329.5K | 0.08% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,362 | $330.2K | 0.00% | −120−4.8% | Reduced |
| Polymer Capital Management (US) LLC | 2,365 | $330.6K | 0.10% | +2,365 | New |
| YHB Investment Advisors, Inc. | 2,370 | $331.3K | 0.03% | −50−2.1% | Reduced |
| Red Spruce Capital, LLC | 2,371 | $331.4K | 0.16% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 2,400 | $335.5K | 0.21% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,401 | $335.6K | 0.07% | −50−2.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,405 | $336.2K | 0.03% | +2,405 | New |
| First Foundation Advisors | 2,423 | $338.6K | 0.01% | +249+11.5% | Added |
| Reik & Co., LLC | 2,425 | $339.0K | 0.08% | 00.0% | Unchanged |
| Port Capital LLC | 2,430 | $340.0K | 0.02% | +83+3.5% | Added |
| Vanguard Capital Wealth Advisors | 2,433 | $340.1K | 0.42% | −1,247−33.9% | Reduced |
| Harold Davidson & Associates Inc. | 2,433 | $340.1K | 0.19% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,435 | $340.4K | 0.01% | +70+3.0% | Added |
| Financial Engines Advisors L.L.C. | 2,443 | $341.0K | 0.00% | −672−21.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,448 | $342.2K | 0.08% | −275−10.1% | Reduced |
| Atlas Legacy Advisors, LLC | 2,453 | $342.9K | 0.09% | −598−19.6% | Reduced |
| Redwood Wealth Management Group, LLC | 2,455 | $343.2K | 0.17% | −355−12.6% | Reduced |
| Operose Advisors LLC | 2,470 | $345.3K | 0.11% | −2,445−49.7% | Reduced |
| Channel Wealth LLC | 2,480 | $346.7K | 0.11% | −150−5.7% | Reduced |
| Creekmur Asset Management LLC | 2,480 | $346.7K | 0.07% | −120−4.6% | Reduced |
| TCFG Wealth Management, LLC | 2,495 | $348.8K | 0.18% | +106+4.4% | Added |
| McDaniel Terry & Co | 2,500 | $349.0K | 0.03% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,500 | $349.4K | 0.25% | −1,000−28.6% | Reduced |
| Trace Wealth Advisors, LLC | 2,500 | $349.4K | 0.31% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $349.4K | 0.25% | +2,500 | New |
| Copley Financial Group, Inc. | 2,505 | $350.1K | 0.27% | +11+0.4% | Added |
| Trillium Asset Management, LLC | 2,516 | $352.0K | 0.01% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,522 | $352.5K | 0.09% | +2+0.1% | Added |
| SC&H Financial Advisors, Inc. | 2,532 | $353.9K | 0.07% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,533 | $354.1K | 0.05% | −6−0.2% | Reduced |
| Skopos Labs, Inc. | 2,548 | $356.0K | 0.08% | +708+38.5% | Added |
| Signal Advisors Wealth, LLC | 2,563 | $358.3K | 0.04% | −13−0.5% | Reduced |
| J. W. Coons Advisors, LLC | 2,564 | $358.4K | 0.09% | +150+6.2% | Added |
| Smart Portfolios, LLC | 2,570 | $359.2K | 0.39% | −15−0.6% | Reduced |
| Investmark Advisory Group LLC | 2,605 | $364.2K | 0.18% | −9−0.3% | Reduced |
| DRW Securities, LLC | 2,609 | $364.7K | 0.03% | −5,287−67.0% | Reduced |
| Concentric Capital Strategies, LP | 2,610 | $364.8K | 0.04% | +2,610 | New |
| Paradigm Financial Partners, LLC | 2,614 | $365.4K | 0.05% | +8+0.3% | Added |
| Versant Capital Management, Inc | 2,626 | $367.1K | 0.06% | +40+1.5% | Added |
| Silverlake Wealth Management LLC | 2,627 | $367.2K | 0.14% | −2,167−45.2% | Reduced |
| Affinity Capital Advisors, LLC | 2,900 | $368.8K | 0.07% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,641 | $369.2K | 0.04% | +216+8.9% | Added |
| Avory & Company, LLC | 2,643 | $369.4K | 0.24% | −820−23.7% | Reduced |
| SOA Wealth Advisors, LLC. | 2,652 | $370.7K | 0.08% | +4+0.2% | Added |
| Baker Avenue Asset Management, LP | 2,653 | $370.8K | 0.01% | +705+36.2% | Added |
| Terry L. Blaker | 2,655 | $371.1K | 0.01% | −186−6.5% | Reduced |
| Syon Capital LLC | 2,663 | $372.2K | 0.03% | +2,663 | New |
| Morton Capital Management LLC | 2,673 | $373.6K | 0.07% | +10+0.4% | Added |
| Nilsine Partners, LLC | 2,674 | $373.8K | 0.04% | −49−1.8% | Reduced |
| Patten & Patten Inc | 2,681 | $374.7K | 0.03% | +81+3.1% | Added |
| Triad Wealth Partners, LLC | 2,686 | $375.4K | 0.12% | −34−1.3% | Reduced |
| Kennedy Investment Group | 2,686 | $375.5K | 0.17% | −82−3.0% | Reduced |
| Purkiss Capital Advisors LLC | 2,706 | $378.2K | 0.29% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,711 | $378.9K | 0.03% | +606+28.8% | Added |
| Tradewinds, LLC. | 2,723 | $380.6K | 0.11% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,728 | $381.3K | 0.03% | +10.0% | Added |
| Boston Family Office LLC | 2,732 | $382.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,734 | $382.1K | 0.02% | −95−3.4% | Reduced |
| First Heartland Consultants, Inc. | 2,737 | $382.6K | 0.04% | −679−19.9% | Reduced |
| SJS Investment Consulting Inc. | 2,749 | $384.2K | 0.07% | +2,117+335.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,765 | $386.5K | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 2,773 | $387.6K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,787 | $389.6K | 0.07% | +194+7.5% | Added |
| IVC Wealth Advisors LLC | 2,795 | $390.7K | 0.21% | −99−3.4% | Reduced |
| Capital Advisors, Ltd. LLC | 2,797 | $391.0K | 0.05% | −4−0.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,740 | $391.3K | 0.03% | +722+35.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,800 | $391.4K | 0.08% | −58−2.0% | Reduced |
| Ignite Planners, LLC | 2,934 | $391.4K | 0.08% | +2,934 | New |
| WorthPointe, LLC | 2,801 | $391.5K | 0.18% | −2−0.1% | Reduced |
| Aprio Wealth Management, LLC | 2,814 | $393.4K | 0.05% | +293+11.6% | Added |
| Brogan Financial, Inc. | 2,815 | $393.5K | 0.19% | +20+0.7% | Added |
| Southeast Asset Advisors Inc. | 2,830 | $395.6K | 0.05% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,847 | $398.0K | 0.17% | −136−4.6% | Reduced |
| Rise Advisors, LLC | 2,851 | $398.5K | 0.18% | +37+1.3% | Added |
| Marino, Stram & Associates LLC | 2,868 | $400.8K | 0.09% | +270+10.4% | Added |