Institutional Ownership Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX). We have compiled data on the 2,334 institutions that hold shares in the stock, with a total of 506 Million shares, which have been reported (via 13F filing form) to have a value of $83.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
86
shares
|
$14,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
82
shares
|
$13,516
0.01% of portfolio
|
Q3 2024
Added 134.29%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
81
shares
|
$13,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
78
shares
|
$12,857
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
78
shares
|
$12,857
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
68
shares
|
$11,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
66
shares
|
$10,879
0.0% of portfolio
|
Q2 2023
Reduced 83.9%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
66
shares
|
$10,879
0.0% of portfolio
|
Q3 2024
Added 6500.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
64
shares
|
$10,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
63
shares
|
$10,384
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
59
shares
|
$9,725
0.0% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
59
shares
|
$9,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
54
shares
|
$8,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
51
shares
|
$8,406
0.01% of portfolio
|
Q2 2022
Added 2.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
49
shares
|
$8,077
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$7,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
46
shares
|
$7,582
0.0% of portfolio
|
Q4 2024
Reduced 62.6%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
45
shares
|
$7,417
0.01% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
44
shares
|
$7,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
44
shares
|
$7,252
0.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$6,923
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
41
shares
|
$6,758
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
38
shares
|
$6,263
0.0% of portfolio
|
Q1 2023
Reduced 99.52%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
36
shares
|
$5,934
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
35
shares
|
$5,769
0.0% of portfolio
|
Q3 2024
Reduced 98.09%
|