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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 3,325 | $247.0K | 0.01% | −592−15.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,119 | $247.1K | 0.10% | +133+4.5% | Added |
| Journey Advisory Group, LLC | 3,335 | $247.4K | 0.06% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 3,343 | $248.0K | 0.06% | −81−2.4% | Reduced |
| BTC Capital Management, Inc. | 3,355 | $248.9K | 0.03% | +3,355 | New |
| Marshall Financial Group LLC | 3,391 | $251.6K | 0.10% | +28+0.8% | Added |
| Sterneck Capital Management, LLC | 3,400 | $252.2K | 0.17% | −105−3.0% | Reduced |
| Courier Capital LLC | 3,400 | $252.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 3,400 | $252.2K | 0.01% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,401 | $252.3K | 0.01% | −8,548−71.5% | Reduced |
| Garden State Investment Advisory Services LLC | 3,406 | $252.7K | 0.15% | +3,406 | New |
| Cornerstone Advisory, LLC | 3,409 | $252.9K | 0.05% | +198+6.2% | Added |
| Keystone Financial Group | 3,418 | $253.6K | 0.05% | −10.0% | Reduced |
| World Equity Group, Inc. | 3,419 | $253.7K | 0.06% | −749−18.0% | Reduced |
| Act Wealth Management, LLC | 3,423 | $254.0K | 0.16% | +131+4.0% | Added |
| Capital Investment Advisory Services, LLC | 3,428 | $254.3K | 0.03% | −332−8.8% | Reduced |
| Iron Financial, LLC | 3,442 | $255.4K | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,443 | $255.4K | 0.03% | +506+17.2% | Added |
| Forefront Wealth Management Inc. | 3,013 | $255.5K | 0.34% | +542+21.9% | Added |
| Biltmore Family Office, LLC | 3,445 | $255.6K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,452 | $256.1K | 0.02% | +13+0.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,456 | $256.4K | 0.18% | −937−21.3% | Reduced |
| LWM Advisory Services, LLC | 3,345 | $257.8K | 0.28% | −2,854−46.0% | Reduced |
| Avory & Company, LLC | 3,482 | $258.3K | 0.21% | +483+16.1% | Added |
| Cypress Wealth Services, LLC | 3,483 | $258.4K | 0.08% | +11+0.3% | Added |
| Traynor Capital Management, Inc. | 3,484 | $258.5K | 0.05% | +313+9.9% | Added |
| Bryn Mawr Trust Co | 3,491 | $259.0K | 0.01% | +134+4.0% | Added |
| Baystate Wealth Management LLC | 3,487 | $259.0K | 0.02% | +692+24.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,500 | $260.0K | 0.08% | −900−20.5% | Reduced |
| Valmark Advisers, Inc. | 3,514 | $260.7K | 0.01% | −174−4.7% | Reduced |
| Howland Capital Management LLC | 3,517 | $260.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,518 | $261.0K | 0.08% | −154−4.2% | Reduced |
| MKT Advisors LLC | 3,145 | $261.3K | 0.20% | −52−1.6% | Reduced |
| Cedrus LLC | 3,544 | $262.9K | 0.21% | +48+1.4% | Added |
| Select Asset Management & Trust | 3,550 | $263.0K | 0.32% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 3,556 | $263.8K | 0.01% | +3,556 | New |
| Profund Advisors LLC | 3,566 | $264.6K | 0.02% | −146−3.9% | Reduced |
| Fairhaven Wealth Management, LLC | 3,583 | $265.8K | 0.11% | +6+0.2% | Added |
| Cookson Peirce & Co Inc | 3,592 | $266.0K | 0.02% | −345−8.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,595 | $266.7K | 0.10% | −150−4.0% | Reduced |
| DB Wealth Management Group, LLC | 3,607 | $267.6K | 0.17% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,671 | $272.4K | 0.06% | +504+15.9% | Added |
| Glen Eagle Advisors, LLC | 3,672 | $272.4K | 0.07% | +7+0.2% | Added |
| Worth Financial Advisory Group, LLC | 3,688 | $273.6K | 0.32% | +3,688 | New |
| Clearwater Capital Advisors, LLC | 3,697 | $274.3K | 0.04% | +10.0% | Added |
| Keel Point, LLC | 3,723 | $276.2K | 0.04% | −985−20.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,737 | $277.3K | 0.01% | −17,035−82.0% | Reduced |
| Bernardo Wealth Planning LLC | 3,751 | $278.3K | 0.13% | +739+24.5% | Added |
| Fundamentun, LLC | 3,757 | $278.8K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 7,274 | $280.3K | 0.10% | +1,190+19.6% | Added |
| MSH Capital Advisors LLC | 3,784 | $280.7K | 0.13% | +265+7.5% | Added |
| CAPROCK Group, Inc. | 3,784 | $280.7K | 0.03% | +295+8.5% | Added |
| Wetherby Asset Management Inc | 3,790 | $281.2K | 0.02% | −296−7.2% | Reduced |
| Townsend Asset Management Corp | 3,792 | $281.3K | 0.14% | −501−11.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,800 | $281.9K | 0.12% | +3,800 | New |
| Redwood Financial Network Corp | 3,811 | $282.7K | 0.32% | +437+13.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,822 | $283.6K | 0.01% | +3,822 | New |
| Private Ocean, LLC | 3,875 | $287.5K | 0.04% | 00.0% | Unchanged |
| Sabal Trust CO | 3,914 | $290.4K | 0.02% | −17−0.4% | Reduced |
| Covey Capital Advisors, LLC | 3,920 | $290.8K | 0.47% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,920 | $290.8K | 0.04% | +3,920 | New |
| Mraz, Amerine & Associates, Inc. | 3,923 | $291.0K | 0.07% | −40−1.0% | Reduced |
| Ossiam | 3,924 | $291.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,929 | $291.5K | 0.06% | −14−0.4% | Reduced |
| Geneos Wealth Management Inc. | 3,938 | $292.2K | 0.02% | −7,242−64.8% | Reduced |
| Vise Technologies, Inc. | 3,952 | $293.2K | 0.09% | −312−7.3% | Reduced |
| Summit Financial, LLC | 3,955 | $293.4K | 0.03% | −391−9.0% | Reduced |
| Mayfair Advisory Group, LLC | 3,676 | $296.2K | 0.38% | +36+1.0% | Added |
| YorkBridge Wealth Partners, LLC | 3,996 | $296.5K | 0.08% | −6,136−60.6% | Reduced |
| PBMares Wealth Management LLC | 4,003 | $297.0K | 0.12% | −490−10.9% | Reduced |
| First Heartland Consultants, Inc. | 4,020 | $298.3K | 0.05% | −64−1.6% | Reduced |
| Missouri Trust & Investment Co | 4,035 | $299.0K | 0.18% | +2,910+258.7% | Added |
| Sawtooth Solutions, LLC | 4,043 | $300.0K | 0.04% | −5,473−57.5% | Reduced |
| Wealth Alliance | 4,046 | $300.2K | 0.05% | −1,559−27.8% | Reduced |
| Brighton Jones LLC | 4,050 | $300.4K | 0.02% | +251+6.6% | Added |
| Relative Value Partners Group, LLC | 4,052 | $300.6K | 0.02% | +4,052 | New |
| Perkins Coie Trust Co | 4,066 | $301.7K | 0.10% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 4,100 | $304.0K | 0.13% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,100 | $304.2K | 0.04% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 4,101 | $304.2K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,108 | $304.8K | 0.02% | −1,863−31.2% | Reduced |
| Ingalls & Snyder LLC | 4,132 | $307.0K | 0.02% | 00.0% | Unchanged |
| Essex LLC | 4,141 | $307.2K | 0.09% | −160−3.7% | Reduced |
| Sweet Financial Partners, LLC | 4,151 | $308.0K | 0.09% | −153−3.6% | Reduced |
| Sovereign Financial Group, Inc. | 4,153 | $308.1K | 0.12% | +628+17.8% | Added |
| Fukoku Mutual Life Insurance Co | 4,180 | $310.1K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 4,200 | $311.6K | 0.02% | +4,200 | New |
| Avantax Planning Partners, Inc. | 4,202 | $311.7K | 0.01% | +879+26.5% | Added |
| Bienville Capital Management, LLC | 4,202 | $311.7K | 0.12% | −3,798−47.5% | Reduced |
| Segall Bryant & Hamill, LLC | 4,210 | $312.0K | 0.00% | −5,247−55.5% | Reduced |
| Invst, LLC | 3,266 | $313.4K | 0.05% | −908−21.8% | Reduced |
| Anchor Investment Management, LLC | 4,236 | $314.3K | 0.05% | −250−5.6% | Reduced |
| SYSTM Wealth Solutions LLC | 4,241 | $314.7K | 0.04% | +4,241 | New |
| Annex Advisory Services, LLC | 4,250 | $315.3K | 0.02% | −73−1.7% | Reduced |
| Chicago Trust Co NA | 4,253 | $316.0K | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,262 | $316.2K | 0.05% | +1,260+42.0% | Added |
| Glass Jacobson Investment Advisors llc | 4,271 | $316.9K | 0.16% | +4,271 | New |
| Selective Wealth Management, Inc. | 3,737 | $317.7K | 0.17% | +5+0.1% | Added |
| Meridian Wealth Management, LLC | 4,287 | $318.1K | 0.03% | −10−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,327 | $319.2K | 0.01% | −2,683−44.6% | Reduced |