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 |
|---|---|---|---|---|---|
| Marion Wealth Management | 15,449 | $2.16M | 0.58% | −2,484−13.9% | Reduced |
| Bridgewater Advisors Inc. | 16,078 | $2.15M | 0.19% | −49−0.3% | Reduced |
| TCG Advisory Services, LLC | 15,220 | $2.13M | 0.09% | +3,619+31.2% | Added |
| Klingman & Associates, LLC | 15,179 | $2.12M | 0.13% | +2,082+15.9% | Added |
| XML Financial, LLC | 15,169 | $2.12M | 0.20% | +68+0.5% | Added |
| Grandview Asset Management LLC | 15,150 | $2.12M | 0.80% | +402+2.7% | Added |
| Taylor Financial Group, Inc. | 15,120 | $2.11M | 1.47% | −146−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 15,120 | $2.11M | 0.09% | −1,064−6.6% | Reduced |
| Sit Investment Associates Inc | 15,100 | $2.11M | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,089 | $2.11M | 0.05% | −1,753−10.4% | Reduced |
| Terra Nova Asset Management LLC | 14,989 | $2.10M | 1.65% | −2,644−15.0% | Reduced |
| Baxter Bros Inc | 14,948 | $2.09M | 0.28% | +6,230+71.5% | Added |
| Osprey Private Wealth LLC | 14,925 | $2.09M | 1.24% | +1,750+13.3% | Added |
| Welch & Forbes LLC | 14,879 | $2.08M | 0.03% | +1,897+14.6% | Added |
| Waters Parkerson & Co., LLC | 14,852 | $2.08M | 0.11% | −30−0.2% | Reduced |
| Harvest Investment Advisors, LLC | 14,815 | $2.07M | 1.50% | +98+0.7% | Added |
| Insight Advisors, LLC | 14,762 | $2.06M | 0.36% | −45−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 13,176 | $2.06M | 0.08% | −3,965−23.1% | Reduced |
| Hills Bank & Trust Co | 14,731 | $2.06M | 0.14% | +198+1.4% | Added |
| Edmond de Rothschild Holding S.A. | 14,708 | $2.06M | 0.04% | +1,863+14.5% | Added |
| Western Wealth Management, LLC | 14,637 | $2.05M | 0.14% | +259+1.8% | Added |
| Chickasaw Capital Management LLC | 14,541 | $2.03M | 0.08% | +90+0.6% | Added |
| Sunbelt Securities, Inc. | 14,535 | $2.03M | 0.18% | +1,050+7.8% | Added |
| Soltis Investment Advisors LLC | 14,442 | $2.02M | 0.18% | −18,516−56.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,424 | $2.02M | 0.24% | −1,450−9.1% | Reduced |
| Covenant Asset Management, LLC | 14,395 | $2.01M | 0.51% | −246−1.7% | Reduced |
| Clarius Group, LLC | 14,366 | $2.01M | 0.13% | +2,671+22.8% | Added |
| Frank, Rimerman Advisors LLC | 14,341 | $2.00M | 0.16% | −1,003−6.5% | Reduced |
| Spirit of America Management Corp | 14,300 | $2.00M | 0.40% | +1,200+9.2% | Added |
| Douglass Winthrop Advisors, LLC | 14,237 | $1.99M | 0.04% | +2,366+19.9% | Added |
| Stiles Financial Services Inc | 14,189 | $1.98M | 0.76% | +508+3.7% | Added |
| Dearborn Partners LLC | 14,174 | $1.98M | 0.10% | −694−4.7% | Reduced |
| Uniting Wealth Partners, LLC | 14,156 | $1.98M | 0.99% | +8,067+132.5% | Added |
| Thoroughbred Financial Services, LLC | 14,071 | $1.97M | 0.12% | −139−1.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,055 | $1.97M | 1.42% | −150−1.1% | Reduced |
| GM Advisory Group, Inc. | 14,057 | $1.96M | 0.11% | +11,250+400.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 13,982 | $1.95M | 0.29% | +13,982 | New |
| Norway Savings Bank | 13,942 | $1.95M | 1.11% | +342+2.5% | Added |
| Accel Wealth Management | 13,873 | $1.94M | 0.70% | +50+0.4% | Added |
| Capital Investment Advisors, LLC | 13,772 | $1.93M | 0.04% | +1,636+13.5% | Added |
| Opinicus Capital, Inc. | 13,707 | $1.92M | 1.69% | −267−1.9% | Reduced |
| Harbor Advisors LLC | 13,700 | $1.91M | 0.33% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 14,252 | $1.91M | 0.67% | +1,108+8.4% | Added |
| Patrick M Sweeney & Associates, Inc | 13,610 | $1.90M | 1.42% | −130−0.9% | Reduced |
| Intrepid Financial Planning Group LLC | 13,604 | $1.90M | 0.88% | −324−2.3% | Reduced |
| King Luther Capital Management Corp | 13,536 | $1.89M | 0.01% | −567−4.0% | Reduced |
| Kingstone Capital Partners Texas, LLC | 13,493 | $1.89M | 1.52% | +13,493 | New |
| Illinois Municipal Retirement Fund | 13,405 | $1.87M | 0.03% | +6,878+105.4% | Added |
| Greenleaf Trust | 13,339 | $1.86M | 0.02% | +6,874+106.3% | Added |
| RiverPark Advisors, LLC | 13,226 | $1.85M | 1.44% | −298−2.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 13,215 | $1.85M | 1.70% | −15,845−54.5% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $1.85M | 2.47% | +2,201+20.0% | Added |
| Horizon Investments, LLC | 13,243 | $1.84M | 0.05% | +656+5.2% | Added |
| Hilltop Holdings Inc. | 13,130 | $1.84M | 0.12% | +1,056+8.7% | Added |
| Citizens & Northern Corp | 13,105 | $1.83M | 0.52% | +298+2.3% | Added |
| Dimension Capital Management LLC | 13,064 | $1.83M | 0.32% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,035 | $1.82M | 0.06% | +404+3.2% | Added |
| Private Trust Co NA | 12,988 | $1.82M | 0.19% | +1,815+16.2% | Added |
| Augustine Asset Management Inc | 12,977 | $1.81M | 0.53% | +23+0.2% | Added |
| MUFG Securities Americas Inc. | 12,956 | $1.81M | 0.21% | +2,298+21.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 12,942 | $1.81M | 0.84% | −129−1.0% | Reduced |
| L.M. Kohn & Company | 12,920 | $1.81M | 0.47% | −100−0.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 12,920 | $1.81M | 0.18% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 12,894 | $1.80M | 0.35% | +3,607+38.8% | Added |
| Hollencrest Capital Management | 12,891 | $1.80M | 0.08% | +328+2.6% | Added |
| Ocean Capital Management, LLC | 12,888 | $1.80M | 0.43% | +195+1.5% | Added |
| Lodestone Wealth Management LLC | 12,850 | $1.80M | 0.96% | −39−0.3% | Reduced |
| Wealthcare Capital Partners, LLC | 12,832 | $1.79M | 0.92% | +640+5.2% | Added |
| Baldwin Investment Management, LLC | 12,781 | $1.79M | 0.21% | −4,140−24.5% | Reduced |
| Smith, Moore & Co. | 12,778 | $1.79M | 0.17% | +143+1.1% | Added |
| Valeo Financial Advisors, LLC | 12,774 | $1.79M | 0.05% | −685−5.1% | Reduced |
| Prudential PLC | 12,604 | $1.76M | 0.01% | +1,918+17.9% | Added |
| WSFS Capital Management, LLC | 12,566 | $1.76M | 0.11% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12,560 | $1.76M | 0.62% | +640+5.4% | Added |
| Sowell Financial Services LLC | 12,479 | $1.74M | 0.08% | +202+1.6% | Added |
| KPP Advisory Services LLC | 12,472 | $1.74M | 0.33% | +8,565+219.2% | Added |
| PKS Advisory Services, LLC | 12,458 | $1.74M | 0.48% | −9−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,426 | $1.74M | 0.21% | 00.0% | Unchanged |
| Brave Asset Management Inc | 12,419 | $1.74M | 0.55% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 12,416 | $1.74M | 0.84% | +2,474+24.9% | Added |
| Ascent Group, LLC | 12,410 | $1.73M | 0.07% | +3,888+45.6% | Added |
| Beacon Investment Advisory Services, Inc. | 12,409 | $1.73M | 0.08% | −1,359−9.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,408 | $1.73M | 0.11% | −103−0.8% | Reduced |
| Xcel Wealth Management, LLC | 12,293 | $1.72M | 0.54% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 12,189 | $1.70M | 0.18% | 00.0% | Unchanged |
| First United Bank Trust | 12,165 | $1.70M | 0.64% | −337−2.7% | Reduced |
| Sagespring Wealth Partners, LLC | 12,092 | $1.69M | 0.04% | +2,470+25.7% | Added |
| Zhang Financial LLC | 12,090 | $1.69M | 0.09% | +2,523+26.4% | Added |
| Bulltick Wealth Management, LLC | 12,087 | $1.69M | 0.45% | +12,087 | New |
| Prosperity Consulting Group, LLC | 12,033 | $1.68M | 0.13% | −543−4.3% | Reduced |
| Ritholtz Wealth Management | 11,981 | $1.67M | 0.05% | +2,206+22.6% | Added |
| Sandbox Financial Partners, LLC | 11,959 | $1.67M | 0.59% | −133−1.1% | Reduced |
| Fortem Financial Group, LLC | 11,848 | $1.66M | 0.64% | +799+7.2% | Added |
| Angeles Wealth Management, LLC | 11,819 | $1.65M | 0.14% | +76+0.6% | Added |
| United Bank | 11,799 | $1.65M | 0.68% | +889+8.1% | Added |
| Hurley Capital, LLC | 11,740 | $1.64M | 1.24% | +11,740 | New |
| Verity & Verity, LLC | 11,711 | $1.64M | 0.14% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,677 | $1.63M | 0.11% | +334+2.9% | Added |
| Carolinas Wealth Consulting LLC | 11,627 | $1.63M | 0.35% | −40.0% | Reduced |
| Marcum Wealth, LLC | 11,627 | $1.63M | 0.14% | +20+0.2% | Added |