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
- 1,554
- +50 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
- 141
- 627 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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 7,191 | $537.6K | 0.01% | −1,400−16.3% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 7,352 | $545.4K | 0.35% | −418−5.4% | Reduced |
| Choate Investment Advisors | 7,400 | $549.0K | 0.03% | +700+10.4% | Added |
| Stelac Advisory Services LLC | 7,392 | $550.9K | 0.25% | +7,392 | New |
| Cravens & Co Advisors, LLC | 7,426 | $550.9K | 0.51% | +7,426 | New |
| Azimuth Capital Investment Management LLC | 7,450 | $552.7K | 0.03% | −45−0.6% | Reduced |
| Sippican Capital Advisors | 7,454 | $553.0K | 0.53% | +25+0.3% | Added |
| Brown Miller Wealth Management, LLC | 7,454 | $553.1K | 0.35% | +4,309+137.0% | Added |
| Godsey & Gibb Associates | 7,464 | $553.8K | 0.10% | +7,464 | New |
| Insigneo Advisory Services, LLC | 7,485 | $555.0K | 0.21% | +7,485 | New |
| Byrne Asset Management LLC | 7,495 | $556.1K | 0.40% | −780−9.4% | Reduced |
| Strategic Blueprint, LLC | 7,504 | $556.7K | 0.06% | +118+1.6% | Added |
| Galvin, Gaustad & Stein, LLC | 7,520 | $557.9K | 0.06% | −2,186−22.5% | Reduced |
| Addison Capital Co | 7,536 | $559.0K | 0.36% | −316−4.0% | Reduced |
| Schnieders Capital Management LLC | 7,538 | $559.2K | 0.13% | +7,538 | New |
| Cladis Investment Advisory, LLC | 7,600 | $563.8K | 0.56% | +1,000+15.2% | Added |
| Money Concepts Capital Corp | 7,600 | $563.9K | 0.03% | +5,147+209.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,601 | $564.0K | 0.06% | +74+1.0% | Added |
| Pearl River Capital, LLC | 7,655 | $567.9K | 0.10% | −25,059−76.6% | Reduced |
| Cigna Investments Inc | 7,646 | $568.0K | 0.12% | −5−0.1% | Reduced |
| Compass Financial Advisors LLC | 7,664 | $568.6K | 0.77% | +1,680+28.1% | Added |
| Herold Advisors, Inc. | 7,681 | $569.8K | 0.24% | +2,006+35.3% | Added |
| Sherbrooke Park Advisers LLC | 7,700 | $571.3K | 0.42% | +7,700 | New |
| Advisor Partners II, LLC | 7,706 | $571.7K | 0.04% | +2,781+56.5% | Added |
| Voya Financial Advisors, Inc. | 7,650 | $571.8K | 0.07% | +552+7.8% | Added |
| Fund Management at Engine No. 1 LLC | 7,724 | $573.0K | 0.14% | +978+14.5% | Added |
| Jeppson Wealth Management, LLC | 7,727 | $573.3K | 0.24% | −356−4.4% | Reduced |
| Options Solutions, LLC | 7,727 | $573.3K | 0.82% | +7,727 | New |
| Stock Yards Bank & Trust Co | 7,729 | $574.0K | 0.02% | +4,864+169.8% | Added |
| Haverford Trust Co | 7,742 | $574.4K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 7,752 | $575.1K | 0.02% | +384+5.2% | Added |
| Daymark Wealth Partners, LLC | 7,804 | $579.0K | 0.10% | +7,804 | New |
| Tectonic Advisors LLC | 7,813 | $579.6K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,858 | $583.0K | 0.01% | −12,363−61.1% | Reduced |
| Q Capital Solutions | 7,870 | $583.9K | 1.16% | +1,805+29.8% | Added |
| Old National Bancorp | 7,870 | $584.0K | 0.02% | +45+0.6% | Added |
| First National Trust Co | 7,881 | $584.7K | 0.03% | +333+4.4% | Added |
| Vaughan & Co Securities, Inc. | 7,909 | $586.8K | 0.47% | −200−2.5% | Reduced |
| Cubist Systematic Strategies, LLC | 7,923 | $587.8K | 0.01% | −6,700−45.8% | Reduced |
| Clark Capital Management Group, Inc. | 7,935 | $588.7K | 0.01% | +4,267+116.3% | Added |
| HGK Asset Management Inc | 7,967 | $591.0K | 0.20% | +40+0.5% | Added |
| Lumature Wealth Partners, LLC | 7,978 | $591.9K | 0.33% | −725−8.3% | Reduced |
| Baxter Bros Inc | 8,010 | $594.0K | 0.10% | +1,135+16.5% | Added |
| Prosperity Consulting Group, LLC | 8,022 | $595.2K | 0.40% | −1,054−11.6% | Reduced |
| Quantum Private Wealth, LLC | 8,043 | $596.7K | 0.38% | +4,001+99.0% | Added |
| DT Investment Partners, LLC | 8,044 | $596.8K | 0.08% | −958−10.6% | Reduced |
| Clear Harbor Asset Management, LLC | 8,095 | $600.6K | 0.08% | +60+0.7% | Added |
| Advisor OS, LLC | 8,098 | $600.8K | 0.16% | +1,101+15.7% | Added |
| Change Path, LLC | 8,191 | $608.0K | 0.03% | −980−10.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 8,221 | $610.0K | 0.05% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 8,235 | $610.9K | 0.14% | −2,192−21.0% | Reduced |
| Apella Capital, LLC | 8,236 | $611.0K | 0.06% | −24−0.3% | Reduced |
| Qtron Investments LLC | 8,255 | $612.4K | 0.13% | −1,066−11.4% | Reduced |
| Heirloom Wealth Management | 8,263 | $613.0K | 0.38% | +8,263 | New |
| Siemens Fonds Invest GmbH | 8,294 | $615.3K | 0.06% | +733+9.7% | Added |
| Sterling Investment Counsel, LLC | 8,300 | $615.7K | 0.38% | +1,072+14.8% | Added |
| Gluskin Sheff & Assoc Inc | 8,300 | $615.8K | 0.03% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 7,002 | $617.7K | 0.17% | −1,396−16.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,325 | $618.0K | 0.02% | −248,503−96.8% | Reduced |
| M&R Capital Management Inc | 8,345 | $619.1K | 0.17% | −80−0.9% | Reduced |
| Signaturefd, LLC | 8,375 | $621.3K | 0.02% | +1,367+19.5% | Added |
| Pennsylvania Capital Management Inc | 7,482 | $621.5K | 0.33% | −33,894−81.9% | Reduced |
| Csenge Advisory Group | 8,424 | $625.0K | 0.05% | −60−0.7% | Reduced |
| Alpha Cubed Investments, LLC | 8,447 | $626.7K | 0.05% | +3,216+61.5% | Added |
| Apexium Financial, LP | 8,492 | $630.0K | 0.07% | −147−1.7% | Reduced |
| Dakota Wealth Management | 8,505 | $631.0K | 0.04% | −1,753−17.1% | Reduced |
| Stiles Financial Services Inc | 8,506 | $631.1K | 0.36% | +8,506 | New |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $632.0K | 0.30% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,523 | $632.3K | 0.06% | +822+10.7% | Added |
| Silverlake Wealth Management LLC | 8,582 | $636.7K | 0.40% | +70+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $638.0K | 0.00% | −5,000−36.8% | Reduced |
| Ritholtz Wealth Management | 8,612 | $639.0K | 0.04% | −1,655−16.1% | Reduced |
| Clarius Group, LLC | 8,618 | $639.0K | 0.06% | −251−2.8% | Reduced |
| LBMC Investment Advisors, LLC | 8,640 | $641.0K | 0.07% | +30.0% | Added |
| SageView Advisory Group, LLC | 8,671 | $643.3K | 0.05% | +8,671 | New |
| Golden Green, Inc. | 8,736 | $648.1K | 0.67% | +25+0.3% | Added |
| Financial Advocates Investment Management | 8,749 | $649.1K | 0.05% | −1,461−14.3% | Reduced |
| Westwood Wealth Management | 8,750 | $649.2K | 0.78% | +1,650+23.2% | Added |
| Latash Investments, LLC | 8,774 | $650.9K | 0.53% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,878 | $659.0K | 0.06% | −2,154−19.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 8,942 | $663.4K | 0.22% | +15+0.2% | Added |
| EP Wealth Advisors, LLC | 8,964 | $665.0K | 0.01% | −2,524−22.0% | Reduced |
| Thrivent Financial for Lutherans | 8,950 | $666.0K | 0.00% | −135−1.5% | Reduced |
| MONECO Advisors, LLC | 8,990 | $666.9K | 0.24% | −7,706−46.2% | Reduced |
| Summit X, LLC | 7,321 | $667.9K | 0.19% | −357−4.6% | Reduced |
| Mayflower Financial Advisors, LLC | 9,018 | $669.1K | 0.09% | +332+3.8% | Added |
| Advisory Research Inc | 9,050 | $671.4K | 0.06% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 9,092 | $674.5K | 0.03% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 9,100 | $675.1K | 0.02% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 9,130 | $677.0K | 0.01% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 9,154 | $679.0K | 1.57% | +9,154 | New |
| First Pacific Financial | 9,156 | $679.3K | 0.34% | +699+8.3% | Added |
| Nwam LLC | 9,159 | $679.6K | 0.06% | +1,732+23.3% | Added |
| Rossmore Private Capital | 9,161 | $679.7K | 0.11% | +295+3.3% | Added |
| Cary Street Partner Investment Advisory LLC | 9,168 | $680.2K | 0.05% | −1,148−11.1% | Reduced |
| Triumph Capital Management | 9,209 | $683.2K | 0.37% | +4,584+99.1% | Added |
| Retirement Group, LLC | 9,236 | $685.0K | 0.33% | +2,517+37.5% | Added |
| Jacobi Capital Management LLC | 9,279 | $688.4K | 0.09% | +423+4.8% | Added |
| Palumbo Wealth Management LLC | 9,314 | $691.0K | 0.55% | +558+6.4% | Added |
| Lokken Investment Group LLC | 9,316 | $691.2K | 0.55% | +174+1.9% | Added |