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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 4,325 | $320.8K | 0.07% | +970+28.9% | Added |
| Blackston Financial Advisory Group, LLC | 4,333 | $321.0K | 0.23% | +292+7.2% | Added |
| Wimmer Associates 1, LLC | 4,343 | $322.2K | 0.21% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,353 | $322.9K | 0.05% | +221+5.3% | Added |
| Cora Capital Advisors LLC | 4,358 | $323.3K | 0.22% | +4,358 | New |
| L.M. Kohn & Company | 4,358 | $323.3K | 0.15% | +156+3.7% | Added |
| Ballentine Partners, LLC | 4,373 | $324.4K | 0.01% | +4,373 | New |
| Wealth Management Solutions, LLC | 4,393 | $326.0K | 0.17% | +827+23.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 4,405 | $326.8K | 0.18% | +44+1.0% | Added |
| GraniteShares Advisors LLC | 4,463 | $331.1K | 0.27% | +4,463 | New |
| BSW Wealth Partners | 4,472 | $332.0K | 0.07% | +97+2.2% | Added |
| Gradient Capital Advisors, LLC | 4,487 | $332.9K | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,497 | $333.6K | 0.01% | −119−2.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,493 | $333.8K | 0.03% | +111+2.5% | Added |
| Merrion Investment Management Co, LLC | 4,500 | $333.9K | 0.31% | −1,000−18.2% | Reduced |
| San Luis Wealth Advisors LLC | 4,507 | $334.0K | 0.31% | +381+9.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,536 | $336.5K | 0.02% | +829+22.4% | Added |
| Morse Asset Management, Inc | 4,550 | $338.0K | 0.12% | −10,822−70.4% | Reduced |
| Regatta Capital Group, LLC | 4,560 | $338.3K | 0.12% | +301+7.1% | Added |
| Perennial Advisors, LLC | 4,580 | $339.8K | 0.11% | −290−6.0% | Reduced |
| Optimum Investment Advisors | 4,600 | $341.3K | 0.18% | −5,505−54.5% | Reduced |
| BOS Asset Management, LLC | 4,654 | $345.3K | 0.31% | +4,654 | New |
| Fisher Asset Management, LLC | 4,658 | $346.0K | 0.00% | −304−6.1% | Reduced |
| LexAurum Advisors, LLC | 4,675 | $346.8K | 0.12% | −175−3.6% | Reduced |
| Pacific Global Investment Management CO | 4,688 | $347.8K | 0.08% | +257+5.8% | Added |
| Prio Wealth Limited Partnership | 4,689 | $347.9K | 0.01% | +112+2.4% | Added |
| AMG National Trust Bank | 4,702 | $348.8K | 0.01% | +4,702 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 4,672 | $349.2K | 0.03% | −10,950−70.1% | Reduced |
| Lincoln Capital Corp | 4,710 | $349.5K | 0.21% | −840−15.1% | Reduced |
| Swiss Life Asset Management Ltd | 4,697 | $349.7K | 0.01% | −6,137−56.6% | Reduced |
| Mission Wealth Management, LP | 4,716 | $349.9K | 0.02% | −211−4.3% | Reduced |
| Smithfield Trust Co | 4,750 | $352.0K | 0.02% | +132+2.9% | Added |
| Arcus Capital Partners, LLC | 4,750 | $352.4K | 0.14% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,790 | $355.4K | 0.07% | +550+13.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,800 | $356.1K | 0.21% | −700−12.7% | Reduced |
| V Wealth Advisors LLC | 4,804 | $356.4K | 0.07% | −40−0.8% | Reduced |
| BBR Partners, LLC | 4,822 | $357.8K | 0.04% | +96+2.0% | Added |
| Viawealth, LLC | 4,459 | $359.4K | 0.30% | +4,459 | New |
| StrategIQ Financial Group, LLC | 4,849 | $359.8K | 0.04% | −284−5.5% | Reduced |
| Plotkin Financial Advisors, LLC | 4,853 | $360.0K | 0.37% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,472 | $360.1K | 0.13% | +4,472 | New |
| Kistler-Tiffany Companies, LLC | 4,865 | $361.0K | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 4,867 | $361.1K | 0.42% | −200−3.9% | Reduced |
| Slow Capital, Inc. | 4,887 | $362.6K | 0.08% | −648−11.7% | Reduced |
| Sage Mountain Advisors LLC | 4,887 | $362.6K | 0.08% | +382+8.5% | Added |
| NVWM, LLC | 4,891 | $362.9K | 0.13% | +462+10.4% | Added |
| Crossmark Global Holdings, Inc. | 4,930 | $365.0K | 0.01% | +404+8.9% | Added |
| Edge Capital Group, LLC | 4,935 | $366.2K | 0.03% | +2,812+132.5% | Added |
| Westmount Partners, LLC | 4,952 | $367.4K | 0.19% | +4,952 | New |
| 1620 Investment Advisors, Inc. | 4,953 | $367.5K | 0.45% | +154+3.2% | Added |
| Guinness Asset Management LTD | 4,983 | $369.7K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,999 | $370.9K | 0.01% | −438−8.1% | Reduced |
| Harbor Advisors LLC | 5,000 | $370.9K | 0.09% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 5,000 | $370.9K | 0.16% | 00.0% | Unchanged |
| Woodstock Corp | 5,000 | $370.9K | 0.05% | +5,000 | New |
| Asahi Life Asset Management Co., Ltd. | 5,015 | $372.1K | 0.12% | +3,015+150.8% | Added |
| Spinnaker Investment Group, LLC | 5,039 | $373.9K | 0.13% | −387−7.1% | Reduced |
| Montecito Bank & Trust | 5,036 | $374.0K | 0.09% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,048 | $374.5K | 0.28% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 5,050 | $374.7K | 0.19% | −2,000−28.4% | Reduced |
| Evoke Wealth, LLC | 5,051 | $374.8K | 0.01% | +3,051+152.6% | Added |
| McDaniel Terry & Co | 5,055 | $375.0K | 0.04% | 00.0% | Unchanged |
| Morton Capital Management LLC | 5,055 | $375.0K | 0.15% | 00.0% | Unchanged |
| Kennedy Investment Group | 5,065 | $375.8K | 0.24% | +5,065 | New |
| Jupiter Asset Management Ltd | 5,065 | $375.8K | 0.01% | −90,307−94.7% | Reduced |
| Curi Capital | 5,101 | $378.4K | 0.05% | +13+0.3% | Added |
| Sanford Advisory Services, LLC | 5,123 | $380.1K | 0.09% | +317+6.6% | Added |
| Capital Markets Trading UK LLP | 5,139 | $381.0K | 1.01% | −29,260−85.1% | Reduced |
| Pathway Financial Advisers, LLC | 5,142 | $381.6K | 0.15% | +5,142 | New |
| Kozak & Associates, Inc. | 5,147 | $382.0K | 0.19% | +48+0.9% | Added |
| Verus Capital Partners, LLC | 5,157 | $382.6K | 0.07% | −288−5.3% | Reduced |
| Salem Investment Counselors Inc | 5,184 | $384.6K | 0.02% | −50−1.0% | Reduced |
| Warther Private Wealth, LLC | 5,211 | $386.6K | 0.29% | −1,544−22.9% | Reduced |
| Meridian Wealth Advisors, LLC | 5,235 | $388.4K | 0.10% | −400−7.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 5,249 | $389.4K | 0.13% | +1,547+41.8% | Added |
| Symmetry Partners, LLC | 5,271 | $391.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,307 | $393.7K | 0.03% | −68−1.3% | Reduced |
| Boltwood Capital Management | 5,323 | $394.9K | 0.16% | +913+20.7% | Added |
| Burns J W & Co Inc | 5,325 | $395.0K | 0.07% | −50−0.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,337 | $395.9K | 0.13% | +5,337 | New |
| Heritage Investors Management Corp | 5,343 | $396.0K | 0.02% | +1,878+54.2% | Added |
| Venturi Wealth Management, LLC | 5,375 | $398.8K | 0.04% | +509+10.5% | Added |
| EPG Wealth Management LLC | 5,380 | $399.1K | 0.15% | +14+0.3% | Added |
| McDonald Partners LLC | 5,390 | $399.9K | 0.14% | −43−0.8% | Reduced |
| Engineers Gate Manager LP | 5,391 | $400.0K | 0.02% | −7,218−57.2% | Reduced |
| Octavia Wealth Advisors, LLC | 5,394 | $400.2K | 0.10% | +169+3.2% | Added |
| Resurgent Financial Advisors LLC | 5,402 | $400.8K | 0.21% | +2,084+62.8% | Added |
| Fairfield, Bush & Co. | 5,408 | $401.2K | 0.26% | −2,017−27.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,410 | $401.4K | 0.25% | −452−7.7% | Reduced |
| First American Trust, FSB | 5,429 | $403.0K | 0.06% | −1,000−15.6% | Reduced |
| Charter Trust Co | 5,443 | $403.8K | 0.03% | −129−2.3% | Reduced |
| Freedom Wealth Alliance, LLC | 5,449 | $404.3K | 0.57% | +5,449 | New |
| Eaton Financial Holdings Company, LLC | 5,466 | $405.5K | 0.35% | +5,466 | New |
| Old Port Advisors | 5,480 | $406.6K | 0.15% | +37+0.7% | Added |
| Augustine Asset Management Inc | 5,515 | $409.2K | 0.23% | +5,515 | New |
| Fort Point Capital Partners LLC | 5,530 | $410.3K | 0.07% | +310+5.9% | Added |
| Keybank National Association | 5,539 | $410.9K | 0.00% | −270−4.6% | Reduced |
| Atlantic Union Bankshares Corp | 5,554 | $412.1K | 0.04% | −1,280−18.7% | Reduced |
| Old North State Trust, LLC | 5,561 | $413.0K | 0.27% | +500+9.9% | Added |
| Ausdal Financial Partners, Inc. | 5,576 | $413.7K | 0.06% | −1,490−21.1% | Reduced |