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 |
|---|---|---|---|---|---|
| Worth Financial Advisory Group, LLC | 3,466 | $484.5K | 0.31% | −2,310−40.0% | Reduced |
| Richard C. Young & CO., LTD. | 3,470 | $485.0K | 0.05% | +30+0.9% | Added |
| Advisor OS, LLC | 3,479 | $486.3K | 0.06% | +150+4.5% | Added |
| WBH Advisory Inc | 3,490 | $487.8K | 0.05% | +7+0.2% | Added |
| Rappaport Reiches Capital Management, LLC | 3,495 | $488.5K | 0.12% | +361+11.5% | Added |
| Calamos Wealth Management LLC | 3,496 | $488.7K | 0.02% | +3,496 | New |
| Select Asset Management & Trust | 3,511 | $491.0K | 0.20% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,523 | $492.4K | 0.37% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,540 | $494.8K | 0.11% | +537+17.9% | Added |
| Conning Inc. | 3,544 | $495.4K | 0.02% | +296+9.1% | Added |
| Elmwood Wealth Management, Inc. | 3,551 | $496.4K | 0.20% | +835+30.7% | Added |
| Moloney Securities Asset Management, LLC | 3,556 | $497.1K | 0.07% | +41+1.2% | Added |
| Manchester Capital Management LLC | 3,560 | $497.6K | 0.06% | −137−3.7% | Reduced |
| LVW Advisors, LLC | 3,576 | $499.9K | 0.06% | +311+9.5% | Added |
| Occidental Asset Management, LLC | 3,586 | $501.3K | 0.08% | +3,586 | New |
| Moody Aldrich Partners LLC | 3,588 | $501.5K | 0.11% | +431+13.7% | Added |
| Avantax Planning Partners, Inc. | 3,595 | $502.4K | 0.02% | +541+17.7% | Added |
| Atlas Capital Advisors LLC | 3,600 | $503.2K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,606 | $504.0K | 0.21% | +1,200+49.9% | Added |
| Valued Retirements, Inc. | 3,611 | $504.7K | 0.66% | 00.0% | Unchanged |
| Readystate Asset Management LP | 3,625 | $506.7K | 0.03% | +3,625 | New |
| MFA Wealth Services | 3,628 | $507.2K | 0.42% | −1,093−23.2% | Reduced |
| Keel Point, LLC | 3,639 | $508.6K | 0.04% | −300−7.6% | Reduced |
| Eagle Global Advisors LLC | 3,643 | $509.2K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,682 | $514.7K | 0.07% | +350+10.5% | Added |
| Massmutual Trust Co FSB | 3,687 | $515.4K | 0.01% | −1,119−23.3% | Reduced |
| Congress Park Capital LLC | 3,700 | $517.2K | 0.20% | +3,700 | New |
| Headlands Technologies LLC | 3,702 | $517.5K | 0.06% | +3,702 | New |
| Palumbo Wealth Management LLC | 3,707 | $518.1K | 0.17% | +262+7.6% | Added |
| RNC Capital Management LLC | 3,723 | $520.4K | 0.03% | +640+20.8% | Added |
| Camden Capital, LLC | 3,732 | $521.6K | 0.05% | −3−0.1% | Reduced |
| Sovereign Financial Group, Inc. | 3,739 | $522.7K | 0.12% | −28−0.7% | Reduced |
| Evoke Wealth, LLC | 3,762 | $525.9K | 0.01% | +22+0.6% | Added |
| Townsend Asset Management Corp | 3,768 | $526.7K | 0.20% | −23−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,773 | $527.4K | 0.08% | +19+0.5% | Added |
| Plotkin Financial Advisors, LLC | 3,779 | $528.2K | 0.32% | +20+0.5% | Added |
| WNY Asset Management, LLC | 3,788 | $529.5K | 0.06% | −476−11.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $531.2K | 0.06% | −6−0.2% | Reduced |
| Fiduciary Family Office, LLC | 3,810 | $532.6K | 0.18% | +3,810 | New |
| Next Capital Management LLC | 3,810 | $532.6K | 0.26% | +24+0.6% | Added |
| Fundamentun, LLC | 3,812 | $533.0K | 0.03% | −312−7.6% | Reduced |
| OneAscent Financial Services LLC | 3,810 | $533.0K | 0.03% | +758+24.8% | Added |
| Edgestream Partners, L.P. | 3,818 | $533.7K | 0.02% | −10,822−73.9% | Reduced |
| Perennial Investment Advisors, LLC | 3,819 | $533.7K | 0.06% | +181+5.0% | Added |
| Bernardo Wealth Planning LLC | 3,824 | $535.0K | 0.13% | −14−0.4% | Reduced |
| Paragon Private Wealth Management, LLC | 3,830 | $535.4K | 0.25% | −875−18.6% | Reduced |
| Perkins Coie Trust Co | 3,843 | $537.2K | 0.12% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 3,844 | $537.3K | 0.05% | −30−0.8% | Reduced |
| Keystone Financial Group | 3,845 | $537.4K | 0.05% | +179+4.9% | Added |
| Colonial River Wealth Management, LLC | 3,864 | $540.1K | 0.30% | −287−6.9% | Reduced |
| Fragasso Group Inc. | 3,892 | $544.0K | 0.04% | +60+1.6% | Added |
| Family Management Corp | 3,894 | $544.3K | 0.09% | 00.0% | Unchanged |
| Ames National Corp | 3,900 | $545.1K | 0.37% | −100−2.5% | Reduced |
| SageView Advisory Group, LLC | 3,902 | $545.4K | 0.02% | −348−8.2% | Reduced |
| Covey Capital Advisors, LLC | 3,920 | $547.9K | 0.63% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,922 | $548.2K | 0.32% | −22−0.6% | Reduced |
| Activest Wealth Management | 3,926 | $548.7K | 0.15% | +30+0.8% | Added |
| Two Sigma Securities, LLC | 3,947 | $551.7K | 0.08% | +3,947 | New |
| TCI Wealth Advisors, Inc. | 3,948 | $551.8K | 0.04% | −28−0.7% | Reduced |
| Cornerstone Advisory, LLC | 4,123 | $552.5K | 0.06% | −107−2.5% | Reduced |
| GTS Securities LLC | 3,964 | $554.1K | 0.02% | −3,074−43.7% | Reduced |
| NBC Securities, Inc. | 3,973 | $555.0K | 0.05% | +3,970+132,333.3% | Added |
| Banco Santander, S.A. | 3,973 | $555.3K | 0.01% | +3,973 | New |
| Valmark Advisers, Inc. | 3,975 | $555.6K | 0.01% | +4+0.1% | Added |
| Financial Partners Group, Inc | 3,979 | $556.2K | 0.09% | +52+1.3% | Added |
| Trueblood Wealth Management, LLC | 3,985 | $557.0K | 0.26% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,985 | $557.0K | 0.03% | +857+27.4% | Added |
| Ashton Thomas Securities, LLC | 4,014 | $559.5K | 0.16% | −113−2.7% | Reduced |
| Howard Capital Management Inc. | 4,011 | $560.7K | 0.01% | −626−13.5% | Reduced |
| Presidio Capital Management, LLC | 4,011 | $560.7K | 0.23% | −47−1.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,258 | $561.7K | 0.18% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 4,041 | $564.9K | 0.49% | −113−2.7% | Reduced |
| Moody National Bank Trust Division | 4,046 | $565.5K | 0.06% | −74−1.8% | Reduced |
| Partners Capital Investment Group, LLP | 4,051 | $566.2K | 0.01% | +4,051 | New |
| RMB Capital Management, LLC | 4,077 | $569.9K | 0.01% | +15+0.4% | Added |
| Forbes J M & Co LLP | 4,083 | $570.7K | 0.06% | +4,083 | New |
| Mayfair Advisory Group, LLC | 4,087 | $571.3K | 0.33% | −250−5.8% | Reduced |
| Busey Wealth Management | 4,094 | $572.3K | 0.02% | +389+10.5% | Added |
| Hodges Capital Management Inc. | 4,100 | $573.0K | 0.06% | −175−4.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,112 | $574.8K | 0.13% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,114 | $575.0K | 0.01% | +823+25.0% | Added |
| Logan Capital Management Inc | 4,125 | $576.6K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,150 | $580.1K | 0.01% | +28+0.7% | Added |
| Breed's Hill Capital LLC | 4,151 | $580.2K | 0.31% | +46+1.1% | Added |
| Guerra Advisors Inc | 4,184 | $584.9K | 0.33% | −963−18.7% | Reduced |
| Regatta Capital Group, LLC | 4,196 | $586.6K | 0.11% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 4,202 | $587.4K | 0.14% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 4,197 | $587.8K | 0.19% | +75+1.8% | Added |
| First American Trust, FSB | 4,222 | $590.0K | 0.05% | −711−14.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,225 | $590.6K | 0.11% | +580+15.9% | Added |
| Venturi Wealth Management, LLC | 4,242 | $592.9K | 0.03% | +154+3.8% | Added |
| Armstrong Advisory Group, Inc | 3,445 | $594.0K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 4,270 | $596.9K | 0.12% | −13−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,273 | $597.2K | 0.01% | +369+9.5% | Added |
| Regal Investment Advisors LLC | 4,286 | $599.1K | 0.05% | +1,805+72.8% | Added |
| Sapient Capital LLC | 4,297 | $600.6K | 0.01% | −81−1.9% | Reduced |
| Cyrus J. Lawrence, LLC | 4,369 | $601.0K | 2.28% | −97,615−95.7% | Reduced |
| Gradient Capital Advisors, LLC | 4,383 | $612.7K | 0.20% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,383 | $612.7K | 0.25% | −214−4.7% | Reduced |
| Kovack Advisors, Inc. | 4,393 | $614.0K | 0.06% | +104+2.4% | Added |