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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 6,470 | $480.0K | 0.06% | −293−4.3% | Reduced |
| Freestone Capital Holdings, LLC | 6,433 | $477.3K | 0.02% | −277−4.1% | Reduced |
| Flputnam Investment Management Co | 6,420 | $476.3K | 0.02% | −23,545−78.6% | Reduced |
| Quad-Cities Investment Group, LLC | 6,359 | $471.8K | 0.35% | +4+0.1% | Added |
| TRUE Private Wealth Advisors | 6,312 | $468.3K | 0.07% | −234−3.6% | Reduced |
| Coastal Investment Advisors, Inc. | 6,311 | $468.2K | 0.11% | −4,677−42.6% | Reduced |
| Revolve Wealth Partners, LLC | 6,293 | $466.9K | 0.13% | +363+6.1% | Added |
| InterOcean Capital Group, LLC | 6,283 | $466.2K | 0.02% | +199+3.3% | Added |
| Soltis Investment Advisors LLC | 6,238 | $462.8K | 0.06% | −16,112−72.1% | Reduced |
| Purus Wealth Management, LLC | 6,228 | $462.1K | 0.42% | −498−7.4% | Reduced |
| Kula Investments, LLC | 6,226 | $461.9K | 0.16% | +6,226 | New |
| Meeder Advisory Services, Inc. | 6,210 | $460.7K | 0.06% | +6,210 | New |
| Adviser Investments LLC | 5,512 | $457.9K | 0.01% | +96+1.8% | Added |
| Van Cleef Asset Management,Inc | 6,160 | $457.0K | 0.08% | +931+17.8% | Added |
| Prentice Wealth Management LLC | 6,154 | $456.6K | 0.23% | −73−1.2% | Reduced |
| GYL Financial Synergies, LLC | 6,150 | $456.3K | 0.10% | −817−11.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 6,147 | $456.0K | 0.00% | +184+3.1% | Added |
| NCM Capital Management, LLC | 6,114 | $454.0K | 0.30% | +1,560+34.3% | Added |
| Callan Capital, LLC | 6,107 | $453.1K | 0.06% | +6,107 | New |
| Round Rock Advisors, LLC | 6,097 | $452.4K | 0.19% | +1,603+35.7% | Added |
| Associated Banc-Corp | 6,095 | $452.2K | 0.02% | +6,095 | New |
| Live Oak Investment Partners | – | $450.5K | 0.41% | – | New |
| Overbrook Management Corp | 6,065 | $450.0K | 0.13% | 00.0% | Unchanged |
| First PREMIER Bank | 6,055 | $449.0K | 0.14% | −9,000−59.8% | Reduced |
| Heritage Wealth Advisors | 6,005 | $445.5K | 0.03% | +100+1.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $445.1K | 0.18% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,999 | $445.0K | 0.04% | +128+2.2% | Added |
| Gilman Hill Asset Management, LLC | 5,950 | $441.4K | 0.09% | +1,950+48.8% | Added |
| Redhawk Wealth Advisors, Inc. | 5,949 | $441.4K | 0.17% | −2,227−27.2% | Reduced |
| Domani Wealth, LLC | 5,934 | $440.0K | 0.11% | 00.0% | Unchanged |
| Forte Capital LLC | 5,920 | $439.2K | 0.08% | −1,342−18.5% | Reduced |
| Signet Financial Management, LLC | 5,893 | $437.2K | 0.08% | −972−14.2% | Reduced |
| Janney Capital Management LLC | 5,896 | $437.0K | 0.03% | −206,933−97.2% | Reduced |
| Pallas Capital Advisors LLC | 5,139 | $436.8K | 0.04% | −1,461−22.1% | Reduced |
| Curbstone Financial Management Corp | 5,880 | $436.0K | 0.11% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,868 | $435.3K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,861 | $434.8K | 0.08% | −855−12.7% | Reduced |
| XR Securities LLC | 5,836 | $433.0K | 0.52% | +5,836 | New |
| Financial Engines Advisors L.L.C. | 5,817 | $431.6K | 0.00% | −1,199−17.1% | Reduced |
| Davis R M Inc | 5,808 | $431.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,796 | $430.0K | 0.05% | +58+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,795 | $429.9K | 0.02% | −3,050−34.5% | Reduced |
| Willner & Heller, LLC | 5,794 | $429.9K | 0.61% | +5,794 | New |
| Culbertson A N & Co Inc | 5,780 | $428.8K | 0.09% | −2,760−32.3% | Reduced |
| Busey Wealth Management | 5,760 | $427.3K | 0.02% | −1,510−20.8% | Reduced |
| AdvisorNet Financial, Inc | 5,751 | $426.7K | 0.04% | −2,956−33.9% | Reduced |
| Sax Wealth Advisors, LLC | 5,742 | $426.0K | 0.10% | −8−0.1% | Reduced |
| Guyasuta Investment Advisors Inc | 5,700 | $422.9K | 0.03% | +5,700 | New |
| Acadian Asset Management LLC | 5,696 | $421.0K | 0.00% | −709−11.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,942 | $420.1K | 0.20% | +1,598+47.8% | Added |
| NorthRock Partners, LLC | 5,622 | $417.1K | 0.05% | −1,430−20.3% | Reduced |
| Granite Bay Wealth Management, LLC | 5,616 | $417.0K | 0.27% | +5,616 | New |
| Oak Harbor Wealth Partners, LLC | 5,579 | $413.9K | 0.16% | +1,200+27.4% | Added |
| Powell Investment Advisors, LLC | 5,577 | $413.8K | 0.24% | +56+1.0% | Added |
| Ausdal Financial Partners, Inc. | 5,576 | $413.7K | 0.06% | −1,490−21.1% | Reduced |
| Old North State Trust, LLC | 5,561 | $413.0K | 0.27% | +500+9.9% | Added |
| Atlantic Union Bankshares Corp | 5,554 | $412.1K | 0.04% | −1,280−18.7% | Reduced |
| Keybank National Association | 5,539 | $410.9K | 0.00% | −270−4.6% | Reduced |
| Fort Point Capital Partners LLC | 5,530 | $410.3K | 0.07% | +310+5.9% | Added |
| Augustine Asset Management Inc | 5,515 | $409.2K | 0.23% | +5,515 | New |
| Old Port Advisors | 5,480 | $406.6K | 0.15% | +37+0.7% | Added |
| Eaton Financial Holdings Company, LLC | 5,466 | $405.5K | 0.35% | +5,466 | New |
| Freedom Wealth Alliance, LLC | 5,449 | $404.3K | 0.57% | +5,449 | New |
| Charter Trust Co | 5,443 | $403.8K | 0.03% | −129−2.3% | Reduced |
| First American Trust, FSB | 5,429 | $403.0K | 0.06% | −1,000−15.6% | Reduced |
| Samalin Investment Counsel, LLC | 5,410 | $401.4K | 0.25% | −452−7.7% | Reduced |
| Fairfield, Bush & Co. | 5,408 | $401.2K | 0.26% | −2,017−27.2% | Reduced |
| Resurgent Financial Advisors LLC | 5,402 | $400.8K | 0.21% | +2,084+62.8% | Added |
| Octavia Wealth Advisors, LLC | 5,394 | $400.2K | 0.10% | +169+3.2% | Added |
| Engineers Gate Manager LP | 5,391 | $400.0K | 0.02% | −7,218−57.2% | Reduced |
| McDonald Partners LLC | 5,390 | $399.9K | 0.14% | −43−0.8% | Reduced |
| EPG Wealth Management LLC | 5,380 | $399.1K | 0.15% | +14+0.3% | Added |
| Venturi Wealth Management, LLC | 5,375 | $398.8K | 0.04% | +509+10.5% | Added |
| Heritage Investors Management Corp | 5,343 | $396.0K | 0.02% | +1,878+54.2% | Added |
| Quadrant Private Wealth Management, LLC | 5,337 | $395.9K | 0.13% | +5,337 | New |
| Burns J W & Co Inc | 5,325 | $395.0K | 0.07% | −50−0.9% | Reduced |
| Boltwood Capital Management | 5,323 | $394.9K | 0.16% | +913+20.7% | Added |
| McKinley Carter Wealth Services, Inc. | 5,307 | $393.7K | 0.03% | −68−1.3% | Reduced |
| Symmetry Partners, LLC | 5,271 | $391.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,249 | $389.4K | 0.13% | +1,547+41.8% | Added |
| Meridian Wealth Advisors, LLC | 5,235 | $388.4K | 0.10% | −400−7.1% | Reduced |
| Warther Private Wealth, LLC | 5,211 | $386.6K | 0.29% | −1,544−22.9% | Reduced |
| Salem Investment Counselors Inc | 5,184 | $384.6K | 0.02% | −50−1.0% | Reduced |
| Verus Capital Partners, LLC | 5,157 | $382.6K | 0.07% | −288−5.3% | Reduced |
| Kozak & Associates, Inc. | 5,147 | $382.0K | 0.19% | +48+0.9% | Added |
| Pathway Financial Advisers, LLC | 5,142 | $381.6K | 0.15% | +5,142 | New |
| Capital Markets Trading UK LLP | 5,139 | $381.0K | 1.01% | −29,260−85.1% | Reduced |
| Sanford Advisory Services, LLC | 5,123 | $380.1K | 0.09% | +317+6.6% | Added |
| Curi Capital | 5,101 | $378.4K | 0.05% | +13+0.3% | Added |
| Jupiter Asset Management Ltd | 5,065 | $375.8K | 0.01% | −90,307−94.7% | Reduced |
| Kennedy Investment Group | 5,065 | $375.8K | 0.24% | +5,065 | New |
| Morton Capital Management LLC | 5,055 | $375.0K | 0.15% | 00.0% | Unchanged |
| McDaniel Terry & Co | 5,055 | $375.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,051 | $374.8K | 0.01% | +3,051+152.6% | Added |
| David R. Rahn & Associates Inc. | 5,050 | $374.7K | 0.19% | −2,000−28.4% | Reduced |
| West Bancorporation Inc | 5,048 | $374.5K | 0.28% | 00.0% | Unchanged |
| Montecito Bank & Trust | 5,036 | $374.0K | 0.09% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 5,039 | $373.9K | 0.13% | −387−7.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,015 | $372.1K | 0.12% | +3,015+150.8% | Added |
| Harbor Advisors LLC | 5,000 | $370.9K | 0.09% | 00.0% | Unchanged |