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
- 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 | 2,157 | $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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 4,397 | $614.6K | 0.02% | +362+9.0% | Added |
| Annex Advisory Services, LLC | 4,398 | $614.7K | 0.02% | −1,063−19.5% | Reduced |
| Wimmer Associates 1, LLC | 4,143 | $615.6K | 0.32% | −148−3.4% | Reduced |
| KMG Fiduciary Partners, LLC | 4,421 | $618.0K | 0.05% | −4−0.1% | Reduced |
| Nadler Financial Group, Inc. | 4,422 | $618.0K | 0.07% | +19+0.4% | Added |
| HCR Wealth Advisors | 4,429 | $619.2K | 0.08% | +1,443+48.3% | Added |
| Chemistry Wealth Management LLC | 4,431 | $619.4K | 0.14% | +5+0.1% | Added |
| SlateStone Wealth, LLC | 4,438 | $620.0K | 0.06% | +100+2.3% | Added |
| Western Financial Corp | 4,441 | $620.8K | 0.36% | +829+23.0% | Added |
| Gridiron Partners, LLC | 4,454 | $622.6K | 0.40% | −494−10.0% | Reduced |
| Kesler, Norman & Wride, LLC | 4,462 | $623.7K | 0.12% | +2,732+157.9% | Added |
| S-Bank Fund Management Ltd | 4,469 | $624.7K | 0.12% | +4,469 | New |
| Parkside Financial Bank & Trust | 4,476 | $625.7K | 0.08% | −543−10.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,479 | $626.1K | 0.01% | −326−6.8% | Reduced |
| LRT Capital Management, LLC | 4,497 | $628.6K | 0.43% | +4,497 | New |
| Fairscale Capital, LLC | 4,503 | $629.4K | 0.57% | +10.0% | Added |
| Bridgewater Associates, LP | 4,528 | $632.9K | 0.00% | −81−1.8% | Reduced |
| Disciplined Investors, L.L.C. | 4,535 | $633.9K | 0.57% | +37+0.8% | Added |
| Virtue Capital Management, LLC | 4,560 | $635.5K | 0.07% | +4,560 | New |
| Mission Creek Capital Partners, Inc. | 4,547 | $635.6K | 0.15% | −2,130−31.9% | Reduced |
| Courier Capital LLC | 4,559 | $637.3K | 0.04% | +613+15.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,565 | $638.1K | 0.24% | +3,592+369.2% | Added |
| Tandem Investment Advisors, Inc. | 4,573 | $639.0K | 0.02% | +53+1.2% | Added |
| Aspetuck Financial Management LLC | 4,575 | $639.5K | 0.55% | +302+7.1% | Added |
| Leo Wealth, LLC | 4,576 | $639.7K | 0.09% | −2,465−35.0% | Reduced |
| Heritage Wealth Advisors | 4,584 | $640.8K | 0.03% | −109−2.3% | Reduced |
| HHM Wealth Advisors, LLC | 4,585 | $640.9K | 0.09% | −50−1.1% | Reduced |
| Guinness Asset Management LTD | 4,588 | $641.3K | 0.01% | −299−6.1% | Reduced |
| Qtron Investments LLC | 4,589 | $641.5K | 0.10% | −3,730−44.8% | Reduced |
| Continuum Advisory, LLC | 4,622 | $646.1K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,639 | $648.5K | 0.13% | +165+3.7% | Added |
| Great Lakes Advisors, LLC | 4,649 | $649.8K | 0.01% | −672−12.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,654 | $650.6K | 0.02% | +936+25.2% | Added |
| Everpar Advisors LLC | 4,659 | $651.2K | 0.35% | −196−4.0% | Reduced |
| Lakeshore Capital Group, Inc. | 4,666 | $652.2K | 0.63% | +45+1.0% | Added |
| Advisory Research Inc | 4,667 | $652.4K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,672 | $653.1K | 0.06% | +97+2.1% | Added |
| Verus Capital Partners, LLC | 4,677 | $653.7K | 0.07% | −428−8.4% | Reduced |
| Viawealth, LLC | 4,678 | $653.9K | 0.40% | −7−0.1% | Reduced |
| WealthTrust Axiom LLC | 4,680 | $654.2K | 0.20% | +20.0% | Added |
| Riverview Capital Advisers, LLC | 4,692 | $655.8K | 0.21% | −1,003−17.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,700 | $657.0K | 0.70% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,711 | $658.6K | 0.13% | +4,711 | New |
| Exchange Traded Concepts, LLC | 4,714 | $658.9K | 0.01% | −2,526−34.9% | Reduced |
| 10Elms LLP | 4,714 | $658.9K | 0.66% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 4,719 | $659.7K | 0.09% | 00.0% | Unchanged |
| Birinyi Associates Inc | 4,730 | $661.0K | 0.21% | +8+0.2% | Added |
| Visionary Wealth Advisors | 4,738 | $662.2K | 0.04% | +49+1.0% | Added |
| Thoma Capital Management LLC | 4,761 | $665.5K | 0.47% | +119+2.6% | Added |
| Bridgefront Capital, LLC | 4,767 | $666.3K | 0.19% | +4,767 | New |
| Lecap Asset Management Ltd | 4,783 | $668.6K | 0.16% | +3,434+254.6% | Added |
| Wealth Alliance | 4,794 | $670.1K | 0.08% | −393−7.6% | Reduced |
| Focus Financial Network, Inc. | 4,803 | $671.3K | 0.03% | −767−13.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 4,838 | $676.3K | 0.06% | −691−12.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,840 | $676.5K | 0.04% | −156−3.1% | Reduced |
| Octavia Wealth Advisors, LLC | 4,841 | $676.7K | 0.08% | −72−1.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,863 | $679.8K | 0.02% | −1,182−19.6% | Reduced |
| Intrua Financial, LLC | 4,871 | $680.9K | 0.11% | +107+2.2% | Added |
| Arcus Capital Partners, LLC | 4,879 | $682.0K | 0.27% | +129+2.7% | Added |
| Coordinated Financial Services, Inc. | 4,887 | $683.1K | 0.52% | +4,887 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 4,894 | $684.1K | 0.17% | +4,894 | New |
| Empirical Finance, LLC | 4,980 | $696.1K | 0.04% | +419+9.2% | Added |
| Corps Capital Advisors, LLC | 5,000 | $698.9K | 0.74% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $698.9K | 0.00% | +469+10.4% | Added |
| Clifford Swan Investment Counsel LLC | 5,007 | $699.9K | 0.03% | −40−0.8% | Reduced |
| Atlantic Union Bankshares Corp | 5,016 | $701.1K | 0.04% | +140+2.9% | Added |
| LexAurum Advisors, LLC | 5,024 | $702.3K | 0.13% | −44−0.9% | Reduced |
| Kozak & Associates, Inc. | 5,388 | $703.0K | 0.18% | +46+0.9% | Added |
| Norden Group LLC | 5,038 | $704.3K | 0.08% | −251−4.7% | Reduced |
| Willner & Heller, LLC | 5,052 | $706.1K | 0.65% | +43+0.9% | Added |
| 1620 Investment Advisors, Inc. | 5,066 | $708.1K | 0.54% | +62+1.2% | Added |
| Samalin Investment Counsel, LLC | 5,083 | $710.6K | 0.29% | −170−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,085 | $710.8K | 0.05% | +393+8.4% | Added |
| Wills Financial Group LLC | 5,086 | $710.9K | 0.32% | +5,086 | New |
| OMNI 360 Wealth, Inc. | 5,107 | $713.8K | 0.48% | −595−10.4% | Reduced |
| Seamount Financial Group Inc | 5,118 | $715.4K | 0.49% | −75−1.4% | Reduced |
| Marest Capital, LLC | 5,119 | $715.6K | 0.59% | +1,785+53.5% | Added |
| Salem Investment Counselors Inc | 5,129 | $716.9K | 0.02% | +104+2.1% | Added |
| Lewis Asset Management, LLC | 5,138 | $718.3K | 0.59% | +146+2.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,150 | $719.9K | 0.40% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,165 | $724.0K | 0.04% | −25−0.5% | Reduced |
| Ameliora Wealth Management Ltd. | 5,186 | $724.9K | 0.27% | +226+4.6% | Added |
| Forte Capital LLC | 5,197 | $726.5K | 0.09% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 5,216 | $729.1K | 0.17% | −20.0% | Reduced |
| Csenge Advisory Group | 5,596 | $729.7K | 0.04% | −50−0.9% | Reduced |
| L & S Advisors Inc | 5,226 | $730.5K | 0.09% | +1,076+25.9% | Added |
| Roble, Belko & Company, Inc | 5,229 | $731.0K | 0.12% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,251 | $734.0K | 0.36% | −100−1.9% | Reduced |
| Gables Capital Management Inc. | 5,255 | $734.5K | 0.36% | 00.0% | Unchanged |
| Broyhill Asset Management | 5,256 | $734.7K | 0.60% | −50−0.9% | Reduced |
| Charter Trust Co | 5,260 | $735.2K | 0.05% | −145−2.7% | Reduced |
| Geneos Wealth Management Inc. | 5,277 | $737.6K | 0.02% | +334+6.8% | Added |
| Clear Creek Financial Management, LLC | 5,279 | $737.9K | 0.08% | +278+5.6% | Added |
| IAM Advisory, LLC | 5,286 | $738.9K | 0.19% | −18−0.3% | Reduced |
| Ironsides Asset Advisors, LLC | 5,300 | $740.9K | 0.22% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,372 | $741.9K | 0.08% | −893−14.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,313 | $742.7K | 0.26% | −897−14.4% | Reduced |
| David R. Rahn & Associates Inc. | 5,320 | $743.6K | 0.22% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 5,322 | $743.9K | 0.76% | +10.0% | Added |
| TRUE Private Wealth Advisors | 5,329 | $744.9K | 0.09% | 00.0% | Unchanged |