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 |
|---|---|---|---|---|---|
| Asset Management Corp | 15,765 | $1.17M | 0.98% | −70.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 15,756 | $1.17M | 1.60% | +750+5.0% | Added |
| Herbst Group, LLC | 15,700 | $1.16M | 0.94% | +200+1.3% | Added |
| Birinyi Associates Inc | 15,675 | $1.16M | 0.56% | −9,000−36.5% | Reduced |
| Panagora Asset Management Inc | 15,555 | $1.15M | 0.01% | +10,231+192.2% | Added |
| Acorn Wealth Advisors, LLC | 15,512 | $1.15M | 0.88% | +1,472+10.5% | Added |
| Tower Bridge Advisors | 15,474 | $1.15M | 0.10% | +500+3.3% | Added |
| Crescent Grove Advisors, LLC | 15,323 | $1.14M | 0.12% | −2,136−12.2% | Reduced |
| Wedgewood Partners Inc | 15,250 | $1.13M | 0.21% | +1,250+8.9% | Added |
| Harvest Investment Advisors, LLC | 15,191 | $1.13M | 1.06% | +15,191 | New |
| Sit Investment Associates Inc | 15,100 | $1.12M | 0.03% | +2,300+18.0% | Added |
| XML Financial, LLC | 15,067 | $1.12M | 0.14% | +2,011+15.4% | Added |
| FORA Capital, LLC | 14,836 | $1.10M | 0.18% | +14,836 | New |
| Proequities, Inc. | 14,824 | $1.10M | 0.09% | +153+1.0% | Added |
| My Legacy Advisors, LLC | 11,109 | $1.08M | 0.46% | −3,801−25.5% | Reduced |
| Castle Rock Wealth Management, LLC | 11,487 | $1.08M | 0.48% | +207+1.8% | Added |
| Waters Parkerson & Co., LLC | 14,396 | $1.07M | 0.06% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 14,367 | $1.07M | 0.74% | −2,129−12.9% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $1.06M | 0.37% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 14,331 | $1.06M | 0.01% | −200−1.4% | Reduced |
| Huntington National Bank | 14,327 | $1.06M | 0.01% | −1,733−10.8% | Reduced |
| Bokf, NA | 14,291 | $1.06M | 0.02% | −1,220−7.9% | Reduced |
| Schechter Investment Advisors, LLC | 14,283 | $1.06M | 0.10% | −3,658−20.4% | Reduced |
| Chapin Davis, Inc. | 14,258 | $1.06M | 0.61% | +14,258 | New |
| Assenagon Asset Management S.A. | 14,237 | $1.06M | 0.00% | −628−4.2% | Reduced |
| Segment Wealth Management, LLC | 14,210 | $1.05M | 0.12% | −96,344−87.1% | Reduced |
| Merit Financial Group, LLC | 14,170 | $1.05M | 0.04% | +7,862+124.6% | Added |
| Lodestone Wealth Management LLC | 14,074 | $1.04M | 0.84% | +14,074 | New |
| Highland Capital Management, LLC | 13,940 | $1.03M | 0.07% | −5,000−26.4% | Reduced |
| Assetmark, Inc | 13,923 | $1.03M | 0.00% | +9,691+229.0% | Added |
| Klingman & Associates, LLC | 13,913 | $1.03M | 0.09% | +306+2.2% | Added |
| Sound View Wealth Advisors Group, LLC | 7,846 | $1.03M | 0.11% | +7,846 | New |
| Caz Investments LP | 13,800 | $1.02M | 3.34% | +13,800 | New |
| Investors Asset Management of Georgia Inc | 13,775 | $1.02M | 0.53% | +532+4.0% | Added |
| Smith, Moore & Co. | 13,705 | $1.02M | 0.14% | +275+2.0% | Added |
| Nations Financial Group Inc, | 13,674 | $1.01M | 0.11% | +5,782+73.3% | Added |
| GPS Wealth Strategies Group, LLC | 13,556 | $1.01M | 0.30% | −85−0.6% | Reduced |
| First United Bank Trust | 13,491 | $1.00M | 0.49% | −200−1.5% | Reduced |
| Richard P Slaughter Associates Inc | 13,447 | $997.6K | 0.32% | −1,121−7.7% | Reduced |
| Syntal Capital Partners, LLC | 13,438 | $997.0K | 0.39% | +2,921+27.8% | Added |
| Ashton Thomas Private Wealth, LLC | 13,424 | $995.9K | 0.10% | +2,498+22.9% | Added |
| Game Plan Financial Advisors, LLC | 13,390 | $993.4K | 0.82% | −614−4.4% | Reduced |
| La Banque Postale Asset Management SA | 13,378 | $992.5K | 0.03% | +13,378 | New |
| M Holdings Securities, Inc. | 13,256 | $984.0K | 0.10% | −25−0.2% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $979.4K | 1.50% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 13,200 | $979.3K | 0.25% | +13,200 | New |
| Traverso Chambers Private Wealth Management, LLC | 13,183 | $978.1K | 0.28% | +99+0.8% | Added |
| Orion Portfolio Solutions, LLC | 13,178 | $977.7K | 0.03% | +1,267+10.6% | Added |
| AIA Group Ltd | 13,111 | $972.7K | 0.06% | −8,088−38.2% | Reduced |
| Regions Financial Corp | 13,069 | $970.0K | 0.01% | −1,373−9.5% | Reduced |
| Group One Trading, L.P. | 12,989 | $963.7K | 0.03% | +12,989 | New |
| Veritable, L.P. | 12,948 | $960.6K | 0.02% | +430+3.4% | Added |
| Hudson Valley Investment Advisors Inc | 12,855 | $953.7K | 0.14% | −959−6.9% | Reduced |
| Accel Wealth Management | 12,826 | $951.5K | 0.46% | −686−5.1% | Reduced |
| Western Wealth Management, LLC | 12,821 | $951.2K | 0.10% | −20,858−61.9% | Reduced |
| New York Life Investment Management LLC | 12,802 | $949.8K | 0.01% | −156−1.2% | Reduced |
| Boenning & Scattergood, Inc. | 7,395 | $939.0K | 0.15% | −507−6.4% | Reduced |
| Echo Street Capital Management LLC | 12,642 | $937.9K | 0.01% | +12,642 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,630 | $937.0K | 0.25% | −183−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 12,624 | $936.6K | 0.29% | −945−7.0% | Reduced |
| Davis Investment Partners, LLC | 9,670 | $932.6K | 0.47% | +9,670 | New |
| WSFS Capital Management, LLC | 12,566 | $932.3K | 0.10% | +12,566 | New |
| Baldwin Investment Management, LLC | 12,550 | $931.1K | 0.17% | +650+5.5% | Added |
| Scoggin Management LP | 12,500 | $927.4K | 1.18% | 00.0% | Unchanged |
| Brave Asset Management Inc | 12,405 | $920.3K | 0.31% | +10.0% | Added |
| Hamilton Capital Partners Inc. | 12,400 | $920.0K | 0.39% | +12,400 | New |
| Virginia Wealth Management Group, Inc. | 12,397 | $919.7K | 0.64% | −61−0.5% | Reduced |
| RDA Financial Network | 12,383 | $918.7K | 0.46% | +145+1.2% | Added |
| Bank Hapoalim BM | 12,360 | $917.0K | 0.11% | −6,200−33.4% | Reduced |
| Marcum Wealth, LLC | 12,335 | $915.2K | 0.12% | −1,071−8.0% | Reduced |
| IHT Wealth Management, LLC | 12,328 | $914.6K | 0.06% | −576−4.5% | Reduced |
| Brookstone Capital Management | 11,490 | $910.2K | 0.02% | +7,259+171.6% | Added |
| Tokio Marine Asset Management Co Ltd | 12,188 | $904.2K | 0.07% | +1,411+13.1% | Added |
| Wesbanco Bank Inc | 12,124 | $900.0K | 0.04% | +12,124 | New |
| Glenview Trust Co | 12,121 | $899.3K | 0.03% | 00.0% | Unchanged |
| Marion Wealth Management | 12,118 | $899.0K | 0.38% | +2,701+28.7% | Added |
| Dividend Assets Capital, LLC | 12,100 | $898.0K | 0.19% | 00.0% | Unchanged |
| Zhang Financial LLC | 12,095 | $897.3K | 0.11% | −475−3.8% | Reduced |
| Blue Fin Capital, Inc. | 11,901 | $882.9K | 0.32% | +4,826+68.2% | Added |
| Sheets Smith Wealth Management | 11,859 | $879.8K | 0.14% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 11,858 | $879.7K | 0.32% | −108−0.9% | Reduced |
| Accretive Wealth Partners, LLC | 11,820 | $877.0K | 0.60% | +795+7.2% | Added |
| Angeles Wealth Management, LLC | 11,750 | $871.7K | 0.15% | +11,750 | New |
| E&G Advisors, LP | 11,734 | $870.5K | 0.33% | −550−4.5% | Reduced |
| RMR Wealth Builders | 11,688 | $867.1K | 0.20% | +1,840+18.7% | Added |
| Walter & Keenan Financial Consulting Co | 11,683 | $866.8K | 0.34% | +50+0.4% | Added |
| Verdence Capital Advisors LLC | 11,652 | $864.5K | 0.11% | +766+7.0% | Added |
| Sowell Financial Services LLC | 11,592 | $860.0K | 0.06% | +11,592 | New |
| Wakefield Asset Management LLLP | 11,552 | $857.0K | 0.36% | +11,552 | New |
| Country Club Bank | 11,491 | $852.5K | 0.07% | +6+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 11,463 | $850.4K | 0.03% | +5,763+101.1% | Added |
| Diversified Trust Co | 11,452 | $850.0K | 0.04% | −480−4.0% | Reduced |
| Highlander Capital Management, LLC | 11,450 | $849.0K | 0.44% | −250−2.1% | Reduced |
| Almanack Investment Partners, LLC. | 11,433 | $848.2K | 0.18% | +11,433 | New |
| Linscomb & Williams, Inc. | 11,419 | $847.2K | 0.04% | +4,162+57.4% | Added |
| Mork Capital Management, LLC | 11,370 | $843.5K | 0.65% | +11,370 | New |
| Carson Advisory Inc. | 11,369 | $843.5K | 0.81% | −469−4.0% | Reduced |
| Axq Capital, LP | 11,191 | $830.3K | 0.58% | +11,191 | New |
| Unigestion Holding SA | 11,031 | $824.6K | 0.04% | −3,978−26.5% | Reduced |
| Poehling Capital Management, LLC | 11,069 | $821.2K | 0.31% | −24−0.2% | Reduced |