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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 3,792 | $281.3K | 0.14% | −501−11.7% | Reduced |
| Wetherby Asset Management Inc | 3,790 | $281.2K | 0.02% | −296−7.2% | Reduced |
| CAPROCK Group, Inc. | 3,784 | $280.7K | 0.03% | +295+8.5% | Added |
| MSH Capital Advisors LLC | 3,784 | $280.7K | 0.13% | +265+7.5% | Added |
| Nicolet Bankshares Inc | 7,274 | $280.3K | 0.10% | +1,190+19.6% | Added |
| Fundamentun, LLC | 3,757 | $278.8K | 0.05% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,751 | $278.3K | 0.13% | +739+24.5% | Added |
| Vestmark Advisory Solutions, Inc. | 3,737 | $277.3K | 0.01% | −17,035−82.0% | Reduced |
| Keel Point, LLC | 3,723 | $276.2K | 0.04% | −985−20.9% | Reduced |
| Clearwater Capital Advisors, LLC | 3,697 | $274.3K | 0.04% | +10.0% | Added |
| Worth Financial Advisory Group, LLC | 3,688 | $273.6K | 0.32% | +3,688 | New |
| Glen Eagle Advisors, LLC | 3,672 | $272.4K | 0.07% | +7+0.2% | Added |
| Moloney Securities Asset Management, LLC | 3,671 | $272.4K | 0.06% | +504+15.9% | Added |
| DB Wealth Management Group, LLC | 3,607 | $267.6K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,595 | $266.7K | 0.10% | −150−4.0% | Reduced |
| Cookson Peirce & Co Inc | 3,592 | $266.0K | 0.02% | −345−8.8% | Reduced |
| Fairhaven Wealth Management, LLC | 3,583 | $265.8K | 0.11% | +6+0.2% | Added |
| Profund Advisors LLC | 3,566 | $264.6K | 0.02% | −146−3.9% | Reduced |
| Coronation Fund Managers Ltd. | 3,556 | $263.8K | 0.01% | +3,556 | New |
| Select Asset Management & Trust | 3,550 | $263.0K | 0.32% | 00.0% | Unchanged |
| Cedrus LLC | 3,544 | $262.9K | 0.21% | +48+1.4% | Added |
| MKT Advisors LLC | 3,145 | $261.3K | 0.20% | −52−1.6% | Reduced |
| Parkside Financial Bank & Trust | 3,518 | $261.0K | 0.08% | −154−4.2% | Reduced |
| Howland Capital Management LLC | 3,517 | $260.9K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,514 | $260.7K | 0.01% | −174−4.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,500 | $260.0K | 0.08% | −900−20.5% | Reduced |
| 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 |
| Traynor Capital Management, Inc. | 3,484 | $258.5K | 0.05% | +313+9.9% | Added |
| Cypress Wealth Services, LLC | 3,483 | $258.4K | 0.08% | +11+0.3% | Added |
| Avory & Company, LLC | 3,482 | $258.3K | 0.21% | +483+16.1% | Added |
| LWM Advisory Services, LLC | 3,345 | $257.8K | 0.28% | −2,854−46.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,456 | $256.4K | 0.18% | −937−21.3% | Reduced |
| Harbour Investments, Inc. | 3,452 | $256.1K | 0.02% | +13+0.4% | Added |
| Biltmore Family Office, LLC | 3,445 | $255.6K | 0.05% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 3,013 | $255.5K | 0.34% | +542+21.9% | Added |
| Hilltop Holdings Inc. | 3,443 | $255.4K | 0.03% | +506+17.2% | Added |
| Iron Financial, LLC | 3,442 | $255.4K | 0.15% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,428 | $254.3K | 0.03% | −332−8.8% | Reduced |
| Act Wealth Management, LLC | 3,423 | $254.0K | 0.16% | +131+4.0% | Added |
| World Equity Group, Inc. | 3,419 | $253.7K | 0.06% | −749−18.0% | Reduced |
| Keystone Financial Group | 3,418 | $253.6K | 0.05% | −10.0% | Reduced |
| Cornerstone Advisory, LLC | 3,409 | $252.9K | 0.05% | +198+6.2% | Added |
| Garden State Investment Advisory Services LLC | 3,406 | $252.7K | 0.15% | +3,406 | New |
| ETF Managers Group, LLC | 3,401 | $252.3K | 0.01% | −8,548−71.5% | Reduced |
| 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 |
| Marshall Financial Group LLC | 3,391 | $251.6K | 0.10% | +28+0.8% | Added |
| BTC Capital Management, Inc. | 3,355 | $248.9K | 0.03% | +3,355 | New |
| Titleist Asset Management, Ltd. | 3,343 | $248.0K | 0.06% | −81−2.4% | Reduced |
| Journey Advisory Group, LLC | 3,335 | $247.4K | 0.06% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,119 | $247.1K | 0.10% | +133+4.5% | Added |
| Vaughan David Investments LLC | 3,325 | $247.0K | 0.01% | −592−15.1% | Reduced |
| Gruss & Co., LLC | 3,300 | $244.8K | 1.51% | −300−8.3% | Reduced |
| SlateStone Wealth, LLC | 3,300 | $244.8K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,255 | $241.5K | 0.06% | +4+0.1% | Added |
| ASB Consultores, LLC | 3,249 | $241.0K | 0.10% | −79−2.4% | Reduced |
| Chesapeake Wealth Management | 3,247 | $240.9K | 0.11% | −2,827−46.5% | Reduced |
| Sigma Investment Counselors Inc | 3,210 | $238.1K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 3,210 | $238.1K | 0.01% | −3,755−53.9% | Reduced |
| Atlas Capital Advisors LLC | 3,200 | $237.4K | 0.04% | −700−17.9% | Reduced |
| APCM Wealth Management for Individuals | 3,200 | $237.4K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 3,194 | $237.0K | 0.07% | +89+2.9% | Added |
| Fortis Capital Advisors, LLC | 3,186 | $236.4K | 0.14% | +3,186 | New |
| TCI Wealth Advisors, Inc. | 3,185 | $236.3K | 0.03% | −75−2.3% | Reduced |
| Sargent Bickham Lagudis LLC | 3,175 | $235.6K | 0.02% | −1,617−33.7% | Reduced |
| Westshore Wealth, LLC | 3,167 | $235.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,164 | $234.7K | 0.03% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,161 | $234.5K | 0.23% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,153 | $233.9K | 0.11% | +3,153 | New |
| Ridgecrest Wealth Partners, LLC | 3,150 | $233.7K | 0.18% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,935 | $232.5K | 0.03% | −304−9.4% | Reduced |
| Redwood Wealth Management Group, LLC | 3,125 | $231.8K | 0.29% | +3,125 | New |
| Silvia McColl Wealth Management, LLC | 3,124 | $231.8K | 0.23% | +3,124 | New |
| Rappaport Reiches Capital Management, LLC | 3,111 | $230.8K | 0.11% | −2,499−44.5% | Reduced |
| OneAscent Financial Services LLC | 3,105 | $230.0K | 0.10% | −5,273−62.9% | Reduced |
| IVC Wealth Advisors LLC | 3,090 | $229.2K | 0.17% | −49−1.6% | Reduced |
| Affinity Capital Advisors, LLC | 3,090 | $229.2K | 0.08% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,088 | $229.1K | 0.05% | −1,725−35.8% | Reduced |
| Bogart Wealth, LLC | 3,086 | $228.9K | 0.02% | −82−2.6% | Reduced |
| Howard Financial Services, Ltd. | 3,084 | $228.8K | 0.06% | −674−17.9% | Reduced |
| CRA Financial Services, LLC | 3,075 | $228.1K | 0.07% | −549−15.1% | Reduced |
| Northern Oak Wealth Management Inc | 3,067 | $227.5K | 0.03% | −538−14.9% | Reduced |
| Gratus Capital LLC | 3,060 | $227.0K | 0.02% | −138,969−97.8% | Reduced |
| Sepio Capital, LP | 3,057 | $226.8K | 0.02% | +8+0.3% | Added |
| Lindbrook Capital, LLC | 3,042 | $225.7K | 0.03% | +75+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,040 | $225.5K | 0.03% | −2,399−44.1% | Reduced |
| Wagner Wealth Management, LLC | 3,040 | $225.5K | 0.14% | −2−0.1% | Reduced |
| RB Capital Management, LLC | 3,033 | $225.0K | 0.08% | +93+3.2% | Added |
| Schrum Private Wealth Management LLC | 3,002 | $222.7K | 0.26% | −1,391−31.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $222.6K | 0.16% | −58−1.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,000 | $222.6K | 0.04% | +3,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,993 | $222.0K | 0.00% | −516−14.7% | Reduced |
| Levin Capital Strategies, L.P. | 2,990 | $221.8K | 0.03% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 2,985 | $221.5K | 0.07% | +2,985 | New |
| NorthCrest Asset Manangement, LLC | 2,960 | $220.0K | 0.01% | −8−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,960 | $219.6K | 0.01% | +2,960 | New |
| Perennial Investment Advisors, LLC | 2,948 | $218.7K | 0.09% | +211+7.7% | Added |
| Investmark Advisory Group LLC | 2,929 | $217.3K | 0.16% | +250+9.3% | Added |