Institutional Ownership Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX). We have compiled data on the 2,410 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $107 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,384
shares
|
$804,990
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,383
shares
|
$804,806
0.2% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,369
shares
|
$802,235
0.02% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,369
shares
|
$802,235
2.28% of portfolio
|
Q1 2025
Reduced 95.72%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
4,344
shares
|
$797,645
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,343
shares
|
$797,461
0.07% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
4,321
shares
|
$793,422
0.29% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
4,315
shares
|
$792,320
0.09% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
4,309
shares
|
$791,218
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
4,301
shares
|
$789,749
0.15% of portfolio
|
Q2 2025
Added 153.3%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,292
shares
|
$788,097
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,276
shares
|
$785,159
0.05% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,271
shares
|
$784,241
0.4% of portfolio
|
Q2 2025
Added 30.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,262
shares
|
$782,588
0.02% of portfolio
|
Q2 2025
Added 30.42%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,248
shares
|
$780,017
0.03% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
4,227
shares
|
$776,161
0.34% of portfolio
|
Q4 2024
Added 47.49%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,204
shares
|
$771,938
0.26% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
4,200
shares
|
$771,204
9.04% of portfolio
|
Q2 2023
Reduced 82.78%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Jul 31, 2025 Q2 2025 |
4,192
shares
|
$769,735
0.02% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
4,180
shares
|
$767,531
0.3% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$766,797
0.03% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,175
shares
|
$766,613
0.06% of portfolio
|
Q4 2023
Added 1.38%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
4,169
shares
|
$765,511
0.06% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,157
shares
|
$763,308
0.14% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
4,143
shares
|
$760,737
0.32% of portfolio
|
Q1 2025
Reduced 3.45%
|