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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 11,615 | $1.62M | 0.35% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 11,611 | $1.62M | 0.63% | +59+0.5% | Added |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.62M | 0.13% | 00.0% | Unchanged |
| Spinnaker Trust | 11,572 | $1.62M | 0.11% | +11,572 | New |
| Hall Capital Management Co Inc | 11,557 | $1.62M | 0.75% | +708+6.5% | Added |
| Matrix Private Capital Group LLC | 11,534 | $1.61M | 0.96% | −759−6.2% | Reduced |
| WoodTrust Financial Corp | 11,350 | $1.59M | 0.22% | −9−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,320 | $1.58M | 0.06% | −106−0.9% | Reduced |
| Adviser Investments LLC | 11,169 | $1.56M | 0.02% | −2,532−18.5% | Reduced |
| Ellevest, Inc. | 11,147 | $1.56M | 0.10% | −116−1.0% | Reduced |
| Central Trust Co | 11,142 | $1.56M | 0.04% | +107+1.0% | Added |
| Fulton Bank, N.A. | 11,136 | $1.56M | 0.06% | −66−0.6% | Reduced |
| Davidson Kahn Capital Management, LLC | 11,043 | $1.54M | 1.19% | +3,203+40.9% | Added |
| David Loasby | 12,075 | $1.54M | 0.15% | +78+0.7% | Added |
| Ar Asset Management Inc | 11,000 | $1.54M | 0.35% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 11,000 | $1.54M | 0.02% | +398+3.8% | Added |
| Confluence Investment Management LLC | 11,000 | $1.54M | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 10,981 | $1.53M | 0.12% | +80+0.7% | Added |
| Gallagher Capital Advisors, LLC | 10,971 | $1.53M | 1.17% | +4,990+83.4% | Added |
| Parcion Private Wealth LLC | 10,967 | $1.53M | 0.12% | −134−1.2% | Reduced |
| GWN Securities Inc. | 10,348 | $1.53M | 0.09% | +7,246+233.6% | Added |
| Investors Asset Management of Georgia Inc | 10,923 | $1.53M | 0.77% | +15+0.1% | Added |
| Diversified Trust Co | 10,906 | $1.52M | 0.04% | +1,372+14.4% | Added |
| TCW Group Inc | 10,847 | $1.52M | 0.01% | +714+7.0% | Added |
| Waterfront Wealth Inc. | 10,800 | $1.51M | 0.37% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,768 | $1.51M | 0.16% | +66+0.6% | Added |
| Seelaus Asset Management LLC | 10,755 | $1.50M | 1.43% | +10.0% | Added |
| Umb Bank N A | 10,706 | $1.50M | 0.02% | −923−7.9% | Reduced |
| Country Club Bank | 10,735 | $1.48M | 0.10% | −320−2.9% | Reduced |
| Aviance Capital Partners, LLC | 10,526 | $1.47M | 0.21% | −5,974−36.2% | Reduced |
| Coldstream Capital Management Inc | 10,524 | $1.47M | 0.03% | −1,052−9.1% | Reduced |
| Buckingham Strategic Partners | 10,515 | $1.47M | 0.02% | +8,218+357.8% | Added |
| Leonteq Securities AG | 10,510 | $1.46M | 0.11% | +2,758+35.6% | Added |
| Walter & Keenan Financial Consulting Co | 10,476 | $1.46M | 0.44% | +150+1.5% | Added |
| E&G Advisors, LP | 10,304 | $1.43M | 0.40% | −80−0.8% | Reduced |
| Curated Wealth Partners LLC | 10,265 | $1.43M | 0.19% | +200+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,262 | $1.43M | 0.01% | −3,767−26.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,216 | $1.43M | 0.13% | −1,803−15.0% | Reduced |
| Mather Group, LLC. | 10,253 | $1.43M | 0.02% | +934+10.0% | Added |
| Castle Rock Wealth Management, LLC | 10,046 | $1.42M | 0.38% | −2,132−17.5% | Reduced |
| Larson Financial Group LLC | 10,159 | $1.42M | 0.07% | +714+7.6% | Added |
| Eastern Bank | 10,133 | $1.42M | 0.03% | −199−1.9% | Reduced |
| IHT Wealth Management, LLC | 10,102 | $1.41M | 0.04% | +440+4.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,095 | $1.41M | 0.92% | −210−2.0% | Reduced |
| Comprehensive Money Management Services LLC | 10,040 | $1.40M | 1.13% | −90−0.9% | Reduced |
| Old North State Trust, LLC | 8,124 | $1.40M | 0.89% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 10,000 | $1.40M | 0.73% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,995 | $1.40M | 0.06% | −129−1.3% | Reduced |
| RDA Financial Network | 9,991 | $1.40M | 0.42% | −33−0.3% | Reduced |
| Franklin Street Advisors Inc | 9,928 | $1.39M | 0.10% | −799−7.4% | Reduced |
| NorthRock Partners, LLC | 9,921 | $1.39M | 0.05% | −362−3.5% | Reduced |
| Carson Advisory Inc. | 9,900 | $1.38M | 0.93% | −440−4.3% | Reduced |
| Arete Wealth Advisors, LLC | 9,881 | $1.38M | 0.11% | +278+2.9% | Added |
| Sandy Cove Advisors, LLC | 9,860 | $1.38M | 0.55% | −6−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 9,813 | $1.37M | 0.26% | +30.0% | Added |
| AdvisorNet Financial, Inc | 9,794 | $1.37M | 0.10% | −2,900−22.8% | Reduced |
| Global Assets Advisory, LLC | 10,192 | $1.37M | 0.26% | +6,179+154.0% | Added |
| Kathmere Capital Management, LLC | 9,695 | $1.36M | 0.12% | +265+2.8% | Added |
| Cravens & Co Advisors, LLC | 9,690 | $1.35M | 1.05% | +200+2.1% | Added |
| LBMC Investment Advisors, LLC | 9,659 | $1.35M | 0.11% | +20.0% | Added |
| Carnegie Lake Advisors LLC | 9,655 | $1.35M | 0.55% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 9,611 | $1.34M | 0.56% | +1,603+20.0% | Added |
| Kirtland Hills Capital Management, LLC | 10,292 | $1.34M | 0.82% | +527+5.4% | Added |
| Dale Q Rice Investment Management Ltd | 9,574 | $1.34M | 0.69% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 9,572 | $1.34M | 0.26% | +158+1.7% | Added |
| SeaCrest Wealth Management, LLC | 9,565 | $1.34M | 0.15% | −759−7.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 9,489 | $1.33M | 0.10% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,487 | $1.33M | 0.10% | +437+4.8% | Added |
| GAMMA Investing LLC | 9,462 | $1.32M | 0.10% | +470+5.2% | Added |
| LMG Wealth Partners, LLC | 9,448 | $1.32M | 0.29% | −40−0.4% | Reduced |
| Riverpark Capital Management LLC | 9,389 | $1.31M | 2.41% | +35+0.4% | Added |
| HBK Sorce Advisory LLC | 9,334 | $1.30M | 0.04% | +271+3.0% | Added |
| Level Four Advisory Services, LLC | 9,271 | $1.30M | 0.05% | +82+0.9% | Added |
| Triumph Capital Management | 9,271 | $1.30M | 0.43% | +3,195+52.6% | Added |
| Samjo Management, LLC | 9,260 | $1.29M | 0.55% | 00.0% | Unchanged |
| Anb Bank | 9,242 | $1.29M | 0.58% | +47+0.5% | Added |
| Mayflower Financial Advisors, LLC | 9,209 | $1.29M | 0.20% | −135−1.4% | Reduced |
| Howard Financial Services, Ltd. | 9,153 | $1.28M | 0.17% | −316−3.3% | Reduced |
| Freestone Capital Holdings, LLC | 9,097 | $1.27M | 0.05% | −530−5.5% | Reduced |
| Heritage Investors Management Corp | 9,096 | $1.27M | 0.04% | −113−1.2% | Reduced |
| Smith, Salley & Associates | 9,083 | $1.27M | 0.08% | +425+4.9% | Added |
| OMC Financial Services LTD | 9,052 | $1.27M | 0.57% | +2,442+36.9% | Added |
| Tradition Wealth Management, LLC | 9,044 | $1.26M | 0.11% | +78+0.9% | Added |
| Aptus Capital Advisors, LLC | 9,011 | $1.26M | 0.01% | +545+6.4% | Added |
| Landscape Capital Management, L.L.C. | 9,007 | $1.26M | 0.11% | +106+1.2% | Added |
| RW Investment Management LLC | 9,000 | $1.26M | 0.15% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,059 | $1.25M | 0.19% | −179−1.9% | Reduced |
| Chicago Trust Co NA | 8,939 | $1.25M | 0.22% | +1,218+15.8% | Added |
| Davis Investment Partners, LLC | 9,540 | $1.24M | 0.55% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 8,901 | $1.24M | 0.05% | −139,450−94.0% | Reduced |
| TFB Advisors LLC | 8,876 | $1.24M | 0.36% | +2,304+35.1% | Added |
| Anchor Investment Management, LLC | 8,860 | $1.24M | 0.12% | +6,500+275.4% | Added |
| Quadrant Capital Group LLC | 8,857 | $1.24M | 0.05% | +6,374+256.7% | Added |
| Whalerock Point Partners, LLC | 8,853 | $1.24M | 0.29% | +5,425+158.3% | Added |
| 17 Capital Partners, LLC | 8,831 | $1.23M | 0.79% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8,829 | $1.23M | 0.27% | +6,239+240.9% | Added |
| Quest Partners LLC | 8,806 | $1.23M | 0.13% | +8,806 | New |
| Pictet North America Advisors SA | 8,800 | $1.23M | 0.12% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 8,742 | $1.22M | 0.55% | −485−5.3% | Reduced |
| Pennsylvania Capital Management Inc | 8,699 | $1.22M | 0.45% | −30−0.3% | Reduced |