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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 30,750 | $2.28M | 0.15% | +8,193+36.3% | Added |
| Paradigm Financial Partners, LLC | 28,665 | $2.27M | 0.66% | +967+3.5% | Added |
| 1st Source Bank | 30,600 | $2.27M | 0.15% | +790+2.7% | Added |
| Good Life Advisors, LLC | 30,585 | $2.27M | 0.31% | −554−1.8% | Reduced |
| Snowden Capital Advisors LLC | 30,441 | $2.26M | 0.09% | +199+0.7% | Added |
| Commerce Bank | 30,356 | $2.25M | 0.02% | −4,223−12.2% | Reduced |
| Capital Management Associates | 30,321 | $2.25M | 3.34% | −749−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 30,311 | $2.25M | 0.11% | −366−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 30,023 | $2.23M | 0.09% | +19,642+189.2% | Added |
| CWM, LLC | 30,008 | $2.23M | 0.02% | −2,051−6.4% | Reduced |
| Capital Planning Advisors, LLC | 29,970 | $2.22M | 0.53% | +1,256+4.4% | Added |
| Northwest & Ethical Investments L.P. | 29,732 | $2.21M | 0.08% | −8,027−21.3% | Reduced |
| Glassy Mountain Advisors, Inc. | 29,696 | $2.20M | 1.21% | +29,696 | New |
| Congress Wealth Management LLC | 29,663 | $2.20M | 0.06% | −1,961−6.2% | Reduced |
| Bard Financial Services, Inc. | 29,650 | $2.20M | 0.19% | +1,775+6.4% | Added |
| Colony Group LLC | 29,537 | $2.19M | 0.03% | +14,378+94.8% | Added |
| Wealth Effects LLC | 29,493 | $2.19M | 1.25% | −8,179−21.7% | Reduced |
| Register Financial Advisors LLC | 28,903 | $2.14M | 1.37% | +28,903 | New |
| Sculati Wealth Management, LLC | 28,801 | $2.14M | 1.20% | +3,012+11.7% | Added |
| Miracle Mile Advisors, LLC | 28,784 | $2.14M | 0.07% | +740+2.6% | Added |
| Ascent Group, LLC | 28,660 | $2.13M | 0.25% | −1,415−4.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,626 | $2.12M | 0.04% | −17,048−37.3% | Reduced |
| Banque Pictet & Cie SA | 28,432 | $2.11M | 0.02% | −84,929−74.9% | Reduced |
| Somerset Group LLC | 28,362 | $2.10M | 1.86% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 28,230 | $2.09M | 0.30% | −5,249−15.7% | Reduced |
| Comerica Bank | 24,374 | $2.09M | 0.02% | −1,007−4.0% | Reduced |
| Grandview Asset Management LLC | 28,113 | $2.09M | 1.30% | +1,156+4.3% | Added |
| Northcape Wealth Management, LLC | 27,963 | $2.07M | 1.16% | −17,720−38.8% | Reduced |
| Lazard Asset Management LLC | 27,856 | $2.06M | 0.00% | +4,488+19.2% | Added |
| Torray LLC | 27,712 | $2.06M | 0.37% | +1,107+4.2% | Added |
| Allstate Corp | 27,634 | $2.05M | 0.06% | +546+2.0% | Added |
| Allstate Investment Management Co | 27,634 | $2.05M | 0.06% | +27,634 | New |
| Holderness Investments Co | 27,458 | $2.04M | 0.88% | −1,113−3.9% | Reduced |
| Rock Creek Group, LP | 27,399 | $2.03M | 0.25% | +2,399+9.6% | Added |
| Next Level Private LLC | 25,185 | $2.03M | 1.49% | +370+1.5% | Added |
| Modus Advisors, LLC | 27,350 | $2.03M | 0.98% | +2,195+8.7% | Added |
| Tyler-Stone Wealth Management | 27,341 | $2.03M | 1.38% | +158+0.6% | Added |
| First Manhattan Co | 27,183 | $2.02M | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 27,167 | $2.02M | 0.37% | −4,507−14.2% | Reduced |
| Means Investment Co., Inc. | 27,162 | $2.02M | 0.40% | −377−1.4% | Reduced |
| Stamos Capital Partners, L.P. | 27,110 | $2.01M | 0.64% | −81,540−75.0% | Reduced |
| Spire Wealth Management | 27,056 | $2.01M | 0.11% | +724+2.7% | Added |
| Raymond James Trust N.A. | 26,994 | $2.00M | 0.07% | −6,861−20.3% | Reduced |
| Glenmede Trust Co NA | 26,915 | $2.00M | 0.01% | −4,688−14.8% | Reduced |
| Caxton Associates LP | 26,781 | $1.99M | 0.14% | +26,781 | New |
| Flagship Harbor Advisors, LLC | 26,775 | $1.99M | 0.20% | −2,038−7.1% | Reduced |
| Westside Investment Management, Inc. | 26,673 | $1.98M | 0.02% | −77−0.3% | Reduced |
| Beech Hill Advisors, Inc. | 26,540 | $1.97M | 1.09% | +700+2.7% | Added |
| First Dallas Securities Inc. | 26,536 | $1.97M | 1.19% | +10,811+68.8% | Added |
| Abbot Financial Management, Inc. | 26,445 | $1.96M | 1.34% | −852−3.1% | Reduced |
| Cohen Investment Advisors LLC | 26,313 | $1.95M | 1.63% | +378+1.5% | Added |
| Synergy Financial Management, LLC | 26,172 | $1.94M | 0.50% | +1,107+4.4% | Added |
| Mastrapasqua Asset Management Inc | 26,148 | $1.94M | 0.26% | −257−1.0% | Reduced |
| FIL Ltd | 26,126 | $1.94M | 0.00% | −1,863−6.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,038 | $1.93M | 0.24% | +45+0.2% | Added |
| Tredje AP-fonden | 26,033 | $1.93M | 0.03% | −8,800−25.3% | Reduced |
| Laidlaw Wealth Management LLC | 25,991 | $1.93M | 0.41% | +25,991 | New |
| Prudential PLC | 25,912 | $1.92M | 0.02% | +4,339+20.1% | Added |
| Compass Ion Advisors, LLC | 25,830 | $1.92M | 0.49% | +253+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 25,820 | $1.92M | 0.09% | −696−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 25,801 | $1.91M | 0.00% | −147,422−85.1% | Reduced |
| Meitav Dash Investments Ltd | 25,502 | $1.91M | 0.03% | −12,058−32.1% | Reduced |
| Sutton Wealth Advisors Inc. | 25,579 | $1.90M | 0.72% | +586+2.3% | Added |
| Allen Investment Management LLC | 25,537 | $1.89M | 0.03% | −1,556−5.7% | Reduced |
| Conway Capital Management, Inc. | 25,489 | $1.89M | 1.91% | −10,597−29.4% | Reduced |
| J.W. Cole Advisors, Inc. | 25,374 | $1.88M | 0.14% | −84−0.3% | Reduced |
| Security Asset Management | 25,288 | $1.88M | 1.04% | −498−1.9% | Reduced |
| Centaurus Financial, Inc. | 25,188 | $1.87M | 0.18% | +406+1.6% | Added |
| Community Trust & Investment Co | 25,161 | $1.87M | 0.17% | −382−1.5% | Reduced |
| Investment Management of Virginia LLC | 25,099 | $1.86M | 0.36% | −40,704−61.9% | Reduced |
| Boston Financial Mangement LLC | 25,081 | $1.86M | 0.07% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 25,023 | $1.86M | 0.25% | +117+0.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $1.85M | 0.58% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 24,890 | $1.85M | 0.66% | −654−2.6% | Reduced |
| Dudley Capital Management, LLC | 24,871 | $1.85M | 1.35% | +24,871 | New |
| Appleton Partners Inc | 24,848 | $1.84M | 0.17% | +7,587+44.0% | Added |
| Kovack Advisors, Inc. | 24,783 | $1.84M | 0.27% | −258−1.0% | Reduced |
| Oxbow Advisors, LLC | 24,755 | $1.84M | 0.35% | −400−1.6% | Reduced |
| Bridgewater Associates, LP | 24,610 | $1.83M | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 24,480 | $1.82M | 0.33% | +1,590+6.9% | Added |
| Hedeker Wealth, LLC | 24,477 | $1.82M | 0.68% | +7,389+43.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 24,425 | $1.81M | 0.07% | +24,425 | New |
| Thomas Story & Son LLC | 24,289 | $1.80M | 0.92% | −7,604−23.8% | Reduced |
| Berkshire Asset Management LLC | 24,277 | $1.80M | 0.12% | +489+2.1% | Added |
| Aviance Capital Partners, LLC | 24,239 | $1.80M | 0.42% | −3,612−13.0% | Reduced |
| EFG Asset Management (North America) Corp. | 24,008 | $1.79M | 0.40% | +1,725+7.7% | Added |
| Gladstone Institutional Advisory LLC | 24,146 | $1.79M | 0.13% | −3,167−11.6% | Reduced |
| Diligent Investors, LLC | 24,143 | $1.79M | 0.58% | +1,237+5.4% | Added |
| Umb Bank N A | 24,014 | $1.78M | 0.03% | −246,551−91.1% | Reduced |
| Baldrige Asset Management LLC | 23,905 | $1.77M | 0.79% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 23,881 | $1.77M | 0.88% | −1,779−6.9% | Reduced |
| Spirit of America Management Corp | 23,800 | $1.77M | 0.40% | 00.0% | Unchanged |
| Bradley Mark J. | 23,680 | $1.76M | 1.56% | −307−1.3% | Reduced |
| Matrix Private Capital Group LLC | 23,602 | $1.75M | 1.14% | −411−1.7% | Reduced |
| Pictet North America Advisors SA | 23,374 | $1.73M | 0.30% | −84,907−78.4% | Reduced |
| Ameritas Advisory Services, LLC | 23,233 | $1.72M | 0.08% | +2,050+9.7% | Added |
| Caas Capital Management LP | 23,180 | $1.72M | 0.33% | +23,000+12,777.8% | Added |
| Allworth Financial LP | 23,164 | $1.72M | 0.02% | +413+1.8% | Added |
| Brown, Lisle/Cummings, Inc. | 23,006 | $1.71M | 0.92% | +605+2.7% | Added |
| Johnson Investment Counsel Inc | 22,980 | $1.70M | 0.02% | −138−0.6% | Reduced |