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 |
|---|---|---|---|---|---|
| LSP Investment Advisors, LLC | 5,000 | $370.9K | 0.16% | 00.0% | Unchanged |
| Woodstock Corp | 5,000 | $370.9K | 0.05% | +5,000 | New |
| RMB Capital Management, LLC | 4,999 | $370.9K | 0.01% | −438−8.1% | Reduced |
| Guinness Asset Management LTD | 4,983 | $369.7K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,953 | $367.5K | 0.45% | +154+3.2% | Added |
| Westmount Partners, LLC | 4,952 | $367.4K | 0.19% | +4,952 | New |
| Edge Capital Group, LLC | 4,935 | $366.2K | 0.03% | +2,812+132.5% | Added |
| Crossmark Global Holdings, Inc. | 4,930 | $365.0K | 0.01% | +404+8.9% | Added |
| NVWM, LLC | 4,891 | $362.9K | 0.13% | +462+10.4% | Added |
| Sage Mountain Advisors LLC | 4,887 | $362.6K | 0.08% | +382+8.5% | Added |
| Slow Capital, Inc. | 4,887 | $362.6K | 0.08% | −648−11.7% | Reduced |
| Vanguard Capital Wealth Advisors | 4,867 | $361.1K | 0.42% | −200−3.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,865 | $361.0K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,472 | $360.1K | 0.13% | +4,472 | New |
| Plotkin Financial Advisors, LLC | 4,853 | $360.0K | 0.37% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 4,849 | $359.8K | 0.04% | −284−5.5% | Reduced |
| Viawealth, LLC | 4,459 | $359.4K | 0.30% | +4,459 | New |
| BBR Partners, LLC | 4,822 | $357.8K | 0.04% | +96+2.0% | Added |
| V Wealth Advisors LLC | 4,804 | $356.4K | 0.07% | −40−0.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,800 | $356.1K | 0.21% | −700−12.7% | Reduced |
| NTV Asset Management LLC | 4,790 | $355.4K | 0.07% | +550+13.0% | Added |
| Arcus Capital Partners, LLC | 4,750 | $352.4K | 0.14% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,750 | $352.0K | 0.02% | +132+2.9% | Added |
| Mission Wealth Management, LP | 4,716 | $349.9K | 0.02% | −211−4.3% | Reduced |
| Swiss Life Asset Management Ltd | 4,697 | $349.7K | 0.01% | −6,137−56.6% | Reduced |
| Lincoln Capital Corp | 4,710 | $349.5K | 0.21% | −840−15.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,672 | $349.2K | 0.03% | −10,950−70.1% | Reduced |
| AMG National Trust Bank | 4,702 | $348.8K | 0.01% | +4,702 | New |
| Prio Wealth Limited Partnership | 4,689 | $347.9K | 0.01% | +112+2.4% | Added |
| Pacific Global Investment Management CO | 4,688 | $347.8K | 0.08% | +257+5.8% | Added |
| LexAurum Advisors, LLC | 4,675 | $346.8K | 0.12% | −175−3.6% | Reduced |
| Fisher Asset Management, LLC | 4,658 | $346.0K | 0.00% | −304−6.1% | Reduced |
| BOS Asset Management, LLC | 4,654 | $345.3K | 0.31% | +4,654 | New |
| Optimum Investment Advisors | 4,600 | $341.3K | 0.18% | −5,505−54.5% | Reduced |
| Perennial Advisors, LLC | 4,580 | $339.8K | 0.11% | −290−6.0% | Reduced |
| Regatta Capital Group, LLC | 4,560 | $338.3K | 0.12% | +301+7.1% | Added |
| Morse Asset Management, Inc | 4,550 | $338.0K | 0.12% | −10,822−70.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,536 | $336.5K | 0.02% | +829+22.4% | Added |
| San Luis Wealth Advisors LLC | 4,507 | $334.0K | 0.31% | +381+9.2% | Added |
| Merrion Investment Management Co, LLC | 4,500 | $333.9K | 0.31% | −1,000−18.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,493 | $333.8K | 0.03% | +111+2.5% | Added |
| Clifford Swan Investment Counsel LLC | 4,497 | $333.6K | 0.01% | −119−2.6% | Reduced |
| Gradient Capital Advisors, LLC | 4,487 | $332.9K | 0.15% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,472 | $332.0K | 0.07% | +97+2.2% | Added |
| GraniteShares Advisors LLC | 4,463 | $331.1K | 0.27% | +4,463 | New |
| Benchmark Financial Wealth Advisors, LLC | 4,405 | $326.8K | 0.18% | +44+1.0% | Added |
| Wealth Management Solutions, LLC | 4,393 | $326.0K | 0.17% | +827+23.2% | Added |
| Ballentine Partners, LLC | 4,373 | $324.4K | 0.01% | +4,373 | New |
| L.M. Kohn & Company | 4,358 | $323.3K | 0.15% | +156+3.7% | Added |
| Cora Capital Advisors LLC | 4,358 | $323.3K | 0.22% | +4,358 | New |
| Romano Brothers and Company | 4,353 | $322.9K | 0.05% | +221+5.3% | Added |
| Wimmer Associates 1, LLC | 4,343 | $322.2K | 0.21% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 4,333 | $321.0K | 0.23% | +292+7.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,325 | $320.8K | 0.07% | +970+28.9% | Added |
| Moneta Group Investment Advisors LLC | 3,327 | $319.2K | 0.01% | −2,683−44.6% | Reduced |
| Meridian Wealth Management, LLC | 4,287 | $318.1K | 0.03% | −10−0.2% | Reduced |
| Selective Wealth Management, Inc. | 3,737 | $317.7K | 0.17% | +5+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 4,271 | $316.9K | 0.16% | +4,271 | New |
| Camden Capital, LLC | 4,262 | $316.2K | 0.05% | +1,260+42.0% | Added |
| Chicago Trust Co NA | 4,253 | $316.0K | 0.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,250 | $315.3K | 0.02% | −73−1.7% | Reduced |
| SYSTM Wealth Solutions LLC | 4,241 | $314.7K | 0.04% | +4,241 | New |
| Anchor Investment Management, LLC | 4,236 | $314.3K | 0.05% | −250−5.6% | Reduced |
| Invst, LLC | 3,266 | $313.4K | 0.05% | −908−21.8% | Reduced |
| Segall Bryant & Hamill, LLC | 4,210 | $312.0K | 0.00% | −5,247−55.5% | Reduced |
| Bienville Capital Management, LLC | 4,202 | $311.7K | 0.12% | −3,798−47.5% | Reduced |
| Avantax Planning Partners, Inc. | 4,202 | $311.7K | 0.01% | +879+26.5% | Added |
| Ethic Inc. | 4,200 | $311.6K | 0.02% | +4,200 | New |
| Fukoku Mutual Life Insurance Co | 4,180 | $310.1K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,153 | $308.1K | 0.12% | +628+17.8% | Added |
| Sweet Financial Partners, LLC | 4,151 | $308.0K | 0.09% | −153−3.6% | Reduced |
| Essex LLC | 4,141 | $307.2K | 0.09% | −160−3.7% | Reduced |
| Ingalls & Snyder LLC | 4,132 | $307.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,108 | $304.8K | 0.02% | −1,863−31.2% | Reduced |
| Diversified Portfolios, Inc. | 4,101 | $304.2K | 0.07% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,100 | $304.2K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 4,100 | $304.0K | 0.13% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,066 | $301.7K | 0.10% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,052 | $300.6K | 0.02% | +4,052 | New |
| Brighton Jones LLC | 4,050 | $300.4K | 0.02% | +251+6.6% | Added |
| Wealth Alliance | 4,046 | $300.2K | 0.05% | −1,559−27.8% | Reduced |
| Sawtooth Solutions, LLC | 4,043 | $300.0K | 0.04% | −5,473−57.5% | Reduced |
| Missouri Trust & Investment Co | 4,035 | $299.0K | 0.18% | +2,910+258.7% | Added |
| First Heartland Consultants, Inc. | 4,020 | $298.3K | 0.05% | −64−1.6% | Reduced |
| PBMares Wealth Management LLC | 4,003 | $297.0K | 0.12% | −490−10.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,996 | $296.5K | 0.08% | −6,136−60.6% | Reduced |
| Mayfair Advisory Group, LLC | 3,676 | $296.2K | 0.38% | +36+1.0% | Added |
| Summit Financial, LLC | 3,955 | $293.4K | 0.03% | −391−9.0% | Reduced |
| Vise Technologies, Inc. | 3,952 | $293.2K | 0.09% | −312−7.3% | Reduced |
| Geneos Wealth Management Inc. | 3,938 | $292.2K | 0.02% | −7,242−64.8% | Reduced |
| Sunbelt Securities, Inc. | 3,929 | $291.5K | 0.06% | −14−0.4% | Reduced |
| Ossiam | 3,924 | $291.1K | 0.01% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 3,923 | $291.0K | 0.07% | −40−1.0% | 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 |
| Sabal Trust CO | 3,914 | $290.4K | 0.02% | −17−0.4% | Reduced |
| Private Ocean, LLC | 3,875 | $287.5K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,822 | $283.6K | 0.01% | +3,822 | New |
| Redwood Financial Network Corp | 3,811 | $282.7K | 0.32% | +437+13.0% | Added |
| Oak Hill Wealth Advisors, LLC | 3,800 | $281.9K | 0.12% | +3,800 | New |