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 |
---|---|---|---|---|---|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
2,516
shares
|
$461,987
0.07% of portfolio
|
Q2 2025
Added 66.73%
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,502
shares
|
$459,417
0.03% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
2,500
shares
|
$459,050
0.13% of portfolio
|
Q2 2022
New holding
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$459,050
0.15% of portfolio
|
Q1 2023
New holding
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
2,500
shares
|
$459,050
0.03% of portfolio
|
Q3 2024
Added 47.06%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,500
shares
|
$459,050
0.12% of portfolio
|
Q4 2022
New holding
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$459,050
0.31% of portfolio
|
Q4 2024
New holding
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$459,050
0.22% of portfolio
|
Q1 2025
New holding
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,496
shares
|
$458,315
0.14% of portfolio
|
Q2 2025
Added 12.69%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,480
shares
|
$455,377
0.1% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,470
shares
|
$453,541
0.1% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
2,467
shares
|
$452,990
0.0% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,466
shares
|
$452,806
0.01% of portfolio
|
Q2 2023
Added 3.14%
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,462
shares
|
$452,072
0.01% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
2,460
shares
|
$451,705
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
2,445
shares
|
$448,950
0.16% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,433
shares
|
$446,747
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,433
shares
|
$446,747
0.37% of portfolio
|
Q1 2025
Reduced 33.89%
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,431
shares
|
$446,380
0.05% of portfolio
|
Q2 2025
Reduced 32.21%
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,430
shares
|
$446,196
0.02% of portfolio
|
Q1 2025
Added 3.54%
|
|
Reik & Co., LLC
|
Aug 07, 2025 Q2 2025 |
2,425
shares
|
$445,278
0.1% of portfolio
|
Q1 2023
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,416
shares
|
$443,625
0.03% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
2,415
shares
|
$443,442
0.24% of portfolio
|
Q2 2025
Added 6.11%
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
2,415
shares
|
$443,442
0.0% of portfolio
|
Q2 2025
Added 2.24%
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,414
shares
|
$443,258
0.01% of portfolio
|
Q2 2025
Added 18.86%
|