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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 21,236 | $2.97M | 0.24% | +831+4.1% | Added |
| Gotham Asset Management, LLC | 21,187 | $2.96M | 0.02% | +546+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,989 | $2.93M | 0.21% | +20,989 | New |
| TownSquare Capital, LLC | 20,935 | $2.93M | 0.03% | +1,838+9.6% | Added |
| Campbell & CO Investment Adviser LLC | 20,792 | $2.91M | 0.22% | +20,792 | New |
| Kerusso Capital Management LLC | 20,447 | $2.86M | 1.82% | +9,699+90.2% | Added |
| Kingsview Wealth Management, LLC | 20,445 | $2.86M | 0.05% | +723+3.7% | Added |
| Mesirow Financial Investment Management, Inc. | 20,276 | $2.83M | 0.05% | +559+2.8% | Added |
| Hudock, Inc. | 20,223 | $2.83M | 0.49% | +383+1.9% | Added |
| Magnus Financial Group LLC | 20,179 | $2.82M | 0.27% | +987+5.1% | Added |
| Brookstone Capital Management | 20,043 | $2.80M | 0.04% | +10,621+112.7% | Added |
| Core Alternative Capital | 20,038 | $2.80M | 0.67% | −14,822−42.5% | Reduced |
| StrongBox Wealth, LLC | 20,037 | $2.80M | 1.17% | +1,959+10.8% | Added |
| RMR Wealth Builders | 20,023 | $2.80M | 0.29% | +1,752+9.6% | Added |
| WealthPLAN Partners, LLC | 20,011 | $2.80M | 0.39% | +2,357+13.4% | Added |
| Nations Financial Group Inc, | 19,922 | $2.78M | 0.21% | +6,344+46.7% | Added |
| Alaethes Wealth LLC | 19,892 | $2.78M | 1.02% | +331+1.7% | Added |
| St. Clair Advisors, LLC | 19,859 | $2.78M | 0.78% | +20+0.1% | Added |
| Stamos Capital Partners, L.P. | 19,825 | $2.77M | 0.72% | +11,045+125.8% | Added |
| Governors Lane LP | 19,800 | $2.77M | 0.60% | +19,800 | New |
| Runnymede Capital Advisors, Inc. | 19,773 | $2.76M | 2.65% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 19,668 | $2.75M | 0.12% | +584+3.1% | Added |
| Great Lakes Retirement, Inc. | 19,537 | $2.73M | 0.36% | +722+3.8% | Added |
| Vident Advisory, LLC | 19,522 | $2.73M | 0.04% | −34,936−64.2% | Reduced |
| Proactive Wealth Strategies LLC | 19,411 | $2.71M | 1.45% | +509+2.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,265 | $2.69M | 0.16% | −6,983−26.6% | Reduced |
| Meeder Advisory Services, Inc. | 19,237 | $2.69M | 0.16% | +1,283+7.1% | Added |
| Tealwood Asset Management Inc | 18,616 | $2.60M | 1.20% | −50−0.3% | Reduced |
| Ofi Invest Asset Management | 20,021 | $2.59M | 0.07% | +703+3.6% | Added |
| Rational Advisors LLC | 18,500 | $2.59M | 0.26% | −1,900−9.3% | Reduced |
| Ellerson Group Inc | 18,490 | $2.58M | 2.05% | +347+1.9% | Added |
| South Dakota Investment Council | 18,480 | $2.58M | 0.05% | 00.0% | Unchanged |
| Krilogy Financial LLC | 18,442 | $2.58M | 0.17% | +514+2.9% | Added |
| King Wealth | 18,340 | $2.56M | 0.39% | +44+0.2% | Added |
| Capital City Trust Co | 18,316 | $2.56M | 0.70% | +175+1.0% | Added |
| Intellectus Partners, LLC | 18,309 | $2.56M | 0.63% | −310−1.7% | Reduced |
| Atomi Financial Group, Inc. | 18,283 | $2.56M | 0.12% | +1,382+8.2% | Added |
| Toroso Investments, LLC | 18,270 | $2.55M | 0.02% | −9,726−34.7% | Reduced |
| Summit Financial, LLC | 18,248 | $2.55M | 0.07% | +2,726+17.6% | Added |
| Sterling Investment Advisors, Ltd. | 18,129 | $2.53M | 0.61% | −3,173−14.9% | Reduced |
| Schechter Investment Advisors, LLC | 18,104 | $2.53M | 0.21% | +1,085+6.4% | Added |
| Credit Industriel Et Commercial | 18,095 | $2.53M | 0.46% | +18,095 | New |
| Valley National Advisers Inc | 18,070 | $2.52M | 0.46% | +32+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,049 | $2.52M | 0.11% | −3,302−15.5% | Reduced |
| BankPlus Trust Department | 18,044 | $2.52M | 0.84% | +344+1.9% | Added |
| Assenagon Asset Management S.A. | 18,020 | $2.52M | 0.00% | −749−4.0% | Reduced |
| Field & Main Bank | 18,015 | $2.52M | 0.89% | −345−1.9% | Reduced |
| Bay Rivers Group | 17,896 | $2.50M | 1.31% | −401−2.2% | Reduced |
| Ballast Advisors LLC | 17,852 | $2.50M | 0.80% | −728−3.9% | Reduced |
| JBR Co Financial Management Inc | 17,846 | $2.49M | 1.46% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 17,784 | $2.49M | 0.04% | −1,365−7.1% | Reduced |
| Stonegate Investment Group, LLC | 17,733 | $2.48M | 0.07% | −634−3.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 17,667 | $2.47M | 0.33% | −217−1.2% | Reduced |
| Royal Capital Wealth Management, LLC | 17,633 | $2.46M | 1.73% | +12+0.1% | Added |
| Blue Square Asset Management, LLC | 17,564 | $2.46M | 1.32% | −106−0.6% | Reduced |
| Pittenger & Anderson Inc | 17,496 | $2.45M | 0.09% | −19,119−52.2% | Reduced |
| Ausdal Financial Partners, Inc. | 17,468 | $2.44M | 0.18% | +3,544+25.5% | Added |
| Blue Fin Capital, Inc. | 17,378 | $2.43M | 0.47% | +218+1.3% | Added |
| Orca Wealth Management, LLC | 17,350 | $2.43M | 2.17% | +70+0.4% | Added |
| Sigma Planning Corp | 17,329 | $2.42M | 0.08% | +174+1.0% | Added |
| Institute for Wealth Management, LLC. | 17,313 | $2.42M | 0.31% | +840+5.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 17,123 | $2.39M | 0.49% | −5,563−24.5% | Reduced |
| Daymark Wealth Partners, LLC | 17,120 | $2.39M | 0.10% | −1,106−6.1% | Reduced |
| Madison Park Capital Advisors, LLC | 17,120 | $2.39M | 2.10% | +165+1.0% | Added |
| Resources Investment Advisors, LLC. | 17,098 | $2.39M | 0.03% | −16,958−49.8% | Reduced |
| Cary Street Partners Financial LLC | 17,090 | $2.39M | 0.08% | +489+2.9% | Added |
| Koa Wealth Management, LLC | 17,072 | $2.39M | 1.93% | +2,793+19.6% | Added |
| Savant Capital, LLC | 17,000 | $2.38M | 0.02% | −1,448−7.8% | Reduced |
| IFC Advisors LLC | 16,920 | $2.37M | 0.49% | +1,384+8.9% | Added |
| Bank Ozk | 16,817 | $2.35M | 0.98% | +2,808+20.0% | Added |
| MWA Asset Management | 16,707 | $2.34M | 1.62% | +619+3.8% | Added |
| First National Bank Sioux Falls | 16,693 | $2.33M | 0.94% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16,584 | $2.32M | 0.64% | +1,242+8.1% | Added |
| Means Investment Co., Inc. | 16,517 | $2.31M | 0.25% | −4,315−20.7% | Reduced |
| Moneta Group Investment Advisors LLC | 16,500 | $2.31M | 0.03% | +1,657+11.2% | Added |
| CAPROCK Group, Inc. | 16,500 | $2.31M | 0.07% | −1,418−7.9% | Reduced |
| Mutual Advisors, LLC | 17,344 | $2.30M | 0.07% | +1,654+10.5% | Added |
| Farther Finance Advisors, LLC | 16,123 | $2.30M | 0.06% | +2,555+18.8% | Added |
| Morse Asset Management, Inc | 16,447 | $2.30M | 0.58% | +1,716+11.6% | Added |
| Benjamin Edwards Inc | 16,434 | $2.30M | 0.03% | −1,864−10.2% | Reduced |
| Garrett Investment Advisors LLC | 16,409 | $2.29M | 0.22% | +3,303+25.2% | Added |
| United Services Automobile Association | 16,605 | $2.29M | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 16,352 | $2.29M | 0.46% | −1,500−8.4% | Reduced |
| United Capital Financial Advisers, LLC | 16,346 | $2.28M | 0.02% | +326+2.0% | Added |
| Linden Thomas Advisory Services, LLC | 16,341 | $2.28M | 0.30% | +376+2.4% | Added |
| HighPoint Advisor Group LLC | 16,991 | $2.27M | 0.13% | +69+0.4% | Added |
| Altus Wealth Group LLC | 16,057 | $2.24M | 1.05% | +4,576+39.9% | Added |
| Keybank National Association | 16,007 | $2.24M | 0.01% | +1,263+8.6% | Added |
| Zevenbergen Capital Investments LLC | 15,975 | $2.23M | 0.05% | −215−1.3% | Reduced |
| Diversify Advisory Services, LLC | 16,720 | $2.23M | 0.14% | +4,042+31.9% | Added |
| Signaturefd, LLC | 15,971 | $2.23M | 0.04% | +688+4.5% | Added |
| River Street Advisors LLC | 15,908 | $2.22M | 1.10% | +446+2.9% | Added |
| Aigen Investment Management, LP | 15,745 | $2.20M | 0.35% | +15,745 | New |
| Independent Solutions Wealth Management, LLC | 15,688 | $2.19M | 0.49% | −91−0.6% | Reduced |
| Acorn Wealth Advisors, LLC | 15,688 | $2.19M | 0.91% | +69+0.4% | Added |
| True North Advisors, LLC | 15,638 | $2.19M | 0.39% | +15,638 | New |
| Rossmore Private Capital | 15,579 | $2.18M | 0.27% | +40+0.3% | Added |
| Modera Wealth Management, LLC | 15,531 | $2.17M | 0.03% | −1,014−6.1% | Reduced |
| Redmond Asset Management, LLC | 15,504 | $2.17M | 0.56% | +498+3.3% | Added |
| Penbrook Management LLC | 15,500 | $2.17M | 1.64% | −100−0.6% | Reduced |