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; 2,157 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, Q4 2022
Institutional positions in Blackstone Inc. as of Dec 31, 2022. 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
- 1,555
- +51 vs. Q3 2022
- Shares held
- 452.6M
- +10.3M (+2.3%) vs. Q3 2022
- Total value
- $33.9B
- −$3.15B (−8.5%) vs. Q3 2022
- New holders
- 191
- 555 more added
- Sold out
- 140
- 628 more reduced
29 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 473 | $35.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 489 | $36.0K | 0.00% | −51,281−99.1% | Reduced |
| Exchange Traded Concepts, LLC | 488 | $36.2K | 0.00% | +3+0.6% | Added |
| Magellan Asset Management Ltd | 498 | $36.9K | 0.00% | −703−58.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 506 | $37.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 507 | $37.6K | 0.01% | −3,571−87.6% | Reduced |
| Castleview Partners, LLC | 511 | $37.9K | 0.04% | +17+3.4% | Added |
| Earnest Partners LLC | 513 | $38.1K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 520 | $39.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 552 | $41.0K | 0.02% | +50+10.0% | Added |
| Arrow Financial Corp | 558 | $41.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 554 | $41.1K | 0.01% | −447−44.7% | Reduced |
| RFP Financial Group LLC | 558 | $41.3K | 0.02% | +558 | New |
| Financial Perspectives, Inc | 560 | $41.5K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 563 | $41.8K | 0.03% | +5+0.9% | Added |
| City Holding Co | 587 | $43.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 600 | $44.5K | 0.00% | +100+20.0% | Added |
| PSI Advisors, LLC | 605 | $44.9K | 0.02% | +5+0.8% | Added |
| Coastal Capital Group, Inc. | 546 | $45.7K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 620 | $46.0K | 0.04% | +620 | New |
| Beacon Capital Management, LLC | 637 | $47.2K | 0.02% | +417+189.5% | Added |
| Concord Wealth Partners | 640 | $47.5K | 0.01% | +640 | New |
| Tanglewood Legacy Advisors, LLC | 649 | $48.1K | 0.03% | +649 | New |
| First Financial Corp | 660 | $49.0K | 0.03% | +288+77.4% | Added |
| Massmutual Trust Co FSB | 657 | $49.0K | 0.00% | +230+53.9% | Added |
| Sugarloaf Wealth Management, LLC | 679 | $50.4K | 0.01% | +679 | New |
| Wolverine Asset Management LLC | 700 | $51.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 723 | $53.6K | 0.01% | +173+31.5% | Added |
| Hoey Investments, Inc | 725 | $53.8K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 726 | $53.9K | 0.01% | +3+0.4% | Added |
| PFG Private Wealth Management, LLC | 753 | $56.0K | 0.03% | −173−18.7% | Reduced |
| Asset Dedication, LLC | 784 | $57.0K | 0.01% | −145−15.6% | Reduced |
| Webster Bank, N. A. | 770 | $57.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 787 | $58.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 688 | $58.5K | 0.02% | +280+68.6% | Added |
| Leelyn Smith, LLC | 805 | $59.7K | 0.02% | +370+85.1% | Added |
| Pin Oak Investment Advisors Inc | 806 | $60.0K | 0.07% | +100+14.2% | Added |
| Lakewood Asset Management LLC | 839 | $62.0K | 0.05% | +839 | New |
| Endurance Wealth Management, Inc. | 845 | $63.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 865 | $64.0K | 0.00% | −101−10.5% | Reduced |
| Wolff Wiese Magana LLC | 863 | $64.0K | 0.05% | −71−7.6% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 870 | $64.5K | 0.08% | +870 | New |
| Operose Advisors LLC | 875 | $64.9K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 893 | $66.3K | 0.00% | +893 | New |
| Arlington Partners LLC | 899 | $66.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 805 | $67.0K | 0.00% | +82+11.3% | Added |
| Vestor Capital, LLC | 900 | $67.0K | 0.01% | +400+80.0% | Added |
| Rise Advisors, LLC | 908 | $67.4K | 0.05% | +81+9.8% | Added |
| Clearview Wealth Advisors LLC | 939 | $69.7K | 0.05% | +10+1.1% | Added |
| Eagle Bay Advisors LLC | 966 | $71.7K | 0.04% | +143+17.4% | Added |
| RWM Asset Management, LLC | 979 | $72.6K | 0.02% | +700+250.9% | Added |
| Atticus Wealth Management, LLC | 1,000 | $74.2K | 0.03% | −14−1.4% | Reduced |
| Atwood & Palmer Inc | 1,000 | $74.2K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,000 | $74.2K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,000 | $74.2K | 0.09% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,000 | $74.2K | 0.04% | +1,000 | New |
| Avondale Wealth Management | 1,000 | $74.2K | 0.06% | +1,000 | New |
| Rosenberg Matthew Hamilton | 1,051 | $78.0K | 0.03% | +1+0.1% | Added |
| Proffitt & Goodson Inc | 1,086 | $80.6K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 1,099 | $81.5K | 0.00% | −6,793−86.1% | Reduced |
| Global Financial Private Client, LLC | 1,142 | $84.7K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,143 | $84.8K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,150 | $85.3K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,152 | $85.5K | 0.02% | −134−10.4% | Reduced |
| Fortis Advisors, LLC | 1,200 | $89.0K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,209 | $90.4K | 0.02% | +1,209 | New |
| Ritter Daniher Financial Advisory LLC | 1,262 | $93.6K | 0.04% | −607−32.5% | Reduced |
| Delta Asset Management LLC | 1,287 | $95.5K | 0.01% | +1,287 | New |
| Loomis Sayles & Co L P | 1,326 | $98.0K | 0.00% | −1,184−47.2% | Reduced |
| Belvedere Trading LLC | 1,324 | $98.2K | 0.06% | +1,324 | New |
| Carolinas Wealth Consulting LLC | 1,345 | $99.8K | 0.02% | −79−5.5% | Reduced |
| Lee Financial Co | 1,352 | $100.3K | 0.02% | −11−0.8% | Reduced |
| Penserra Capital Management LLC | 1,390 | $102.0K | 0.00% | +1,390 | New |
| First Personal Financial Services | 1,400 | $103.9K | 0.03% | −79−5.3% | Reduced |
| Close Asset Management Ltd | 1,414 | $105.0K | 0.01% | +840+146.3% | Added |
| MBM Wealth Consultants, LLC | 1,400 | $107.0K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,494 | $110.9K | 0.01% | −7,526−83.4% | Reduced |
| Tompkins Financial Corp | 1,500 | $111.0K | 0.02% | −750−33.3% | Reduced |
| Hallmark Capital Management Inc | 1,500 | $111.3K | 0.01% | −250−14.3% | Reduced |
| West Paces Advisors Inc. | 1,500 | $111.3K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,544 | $114.5K | 0.02% | −64−4.0% | Reduced |
| First Horizon Advisors, Inc. | 1,586 | $117.7K | 0.00% | −189−10.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,598 | $118.5K | 0.01% | −460−22.4% | Reduced |
| Montag A & Associates Inc | 1,602 | $118.9K | 0.01% | +229+16.7% | Added |
| Kathleen S. Wright Associates Inc. | 1,600 | $119.0K | 0.08% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,624 | $120.5K | 0.07% | −3,923−70.7% | Reduced |
| Vigilant Capital Management, LLC | 1,700 | $126.0K | 0.01% | −25−1.4% | Reduced |
| Grove Bank & Trust | 1,732 | $128.0K | 0.03% | +1,732 | New |
| Quadrant Capital Group LLC | 1,751 | $129.9K | 0.01% | −815−31.8% | Reduced |
| City State Bank | 1,747 | $130.0K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,770 | $131.3K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,775 | $131.7K | 0.05% | −19−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,778 | $131.9K | 0.02% | +120+7.2% | Added |
| Ellevest, Inc. | 1,811 | $134.4K | 0.01% | +1,391+331.2% | Added |
| Park Place Capital Corp | 1,891 | $140.0K | 0.04% | +1,891 | New |
| Alta Advisers Ltd | 1,900 | $141.0K | 0.08% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,921 | $142.5K | 0.01% | +260+15.7% | Added |
| Ci Investments Inc. | 1,961 | $145.0K | 0.00% | −15,725−88.9% | Reduced |
| Benjamin Edwards Inc | 1,954 | $145.0K | 0.04% | +325+20.0% | Added |
| Hollencrest Capital Management | 1,972 | $146.3K | 0.02% | +1,972 | New |