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 |
|---|---|---|---|---|---|
| Chickasaw Capital Management LLC | 11,066 | $821.0K | 0.04% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $816.0K | 0.23% | 00.0% | Unchanged |
| WMS Partners, LLC | 10,980 | $814.6K | 0.08% | −717−6.1% | Reduced |
| Magnus Financial Group LLC | 10,889 | $807.9K | 0.13% | −1,076−9.0% | Reduced |
| Moseley Investment Management Inc | 10,862 | $805.9K | 0.58% | −1,242−10.3% | Reduced |
| Arkadios Wealth Advisors | 10,823 | $802.9K | 0.11% | +5,233+93.6% | Added |
| Linden Thomas Advisory Services, LLC | 10,818 | $802.6K | 0.23% | +10,818 | New |
| Tower Research Capital LLC (TRC) | 10,783 | $800.0K | 0.03% | +790+7.9% | Added |
| Financial Counselors Inc | 10,742 | $797.0K | 0.02% | +888+9.0% | Added |
| Financial Partners Group, Inc | 8,251 | $795.7K | 0.17% | +2,405+41.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,675 | $792.0K | 0.58% | −275−2.5% | Reduced |
| Financial Advisory Service, Inc. | 10,618 | $787.7K | 0.09% | +1,444+15.7% | Added |
| Fiducient Advisors LLC | 10,573 | $784.4K | 0.23% | +10,573 | New |
| Carmel Capital Partners, LLC | 10,534 | $781.5K | 0.54% | −1,656−13.6% | Reduced |
| TBH Global Asset Management, LLC | 10,529 | $781.1K | 0.19% | +6,336+151.1% | Added |
| Qsemble Capital Management, LP | 10,500 | $779.0K | 0.54% | +10,500 | New |
| Private Trust Co NA | 10,439 | $774.0K | 0.11% | −1,706−14.0% | Reduced |
| United Bank | 10,416 | $772.8K | 0.47% | +1,019+10.8% | Added |
| Douglass Winthrop Advisors, LLC | 10,410 | $772.0K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,314 | $765.2K | 0.01% | +2,015+24.3% | Added |
| TD Private Client Wealth LLC | 10,305 | $764.5K | 0.04% | −1,670−13.9% | Reduced |
| Per Stirling Capital Management, LLC. | 10,249 | $760.4K | 0.14% | +10,249 | New |
| Valeo Financial Advisors, LLC | 10,246 | $760.1K | 0.04% | +2,118+26.1% | Added |
| Cornerstone National Bank & Trust Co | 10,225 | $758.6K | 0.42% | −51−0.5% | Reduced |
| Covenant Asset Management, LLC | 10,186 | $755.7K | 0.27% | +10,186 | New |
| Wambolt & Associates, LLC | 10,128 | $751.4K | 0.29% | +1,928+23.5% | Added |
| Hexagon Capital Partners LLC | 10,101 | $749.4K | 0.22% | +613+6.5% | Added |
| Goodwin Daniel L | 10,100 | $749.3K | 0.38% | +1,000+11.0% | Added |
| Disciplined Equity Management, Inc. | 10,082 | $748.0K | 0.66% | +340+3.5% | Added |
| Burney Co | 10,062 | $746.5K | 0.04% | −2,080−17.1% | Reduced |
| Donald L. Hagan, LLC | 10,000 | $741.9K | 0.47% | 00.0% | Unchanged |
| Raffles Associates LP | 10,000 | $741.9K | 0.87% | +10,000 | New |
| Curated Wealth Partners LLC | 9,996 | $741.6K | 0.18% | −65−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 9,992 | $741.3K | 0.18% | +30.0% | Added |
| Cullinan Associates Inc | 9,950 | $738.0K | 0.04% | −1,900−16.0% | Reduced |
| Girard Partners Ltd. | 9,944 | $737.7K | 0.08% | −1,348−11.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,896 | $734.2K | 0.09% | −7,386−42.7% | Reduced |
| Wealthcare Advisory Partners LLC | 9,884 | $733.3K | 0.04% | −30.0% | Reduced |
| Beaumont Financial Advisors, LLC | 9,864 | $731.8K | 0.07% | +9,864 | New |
| Norway Savings Bank | 9,833 | $729.5K | 0.37% | +618+6.7% | Added |
| Edmond de Rothschild Holding S.A. | 9,831 | $729.4K | 0.02% | +2,445+33.1% | Added |
| Sandy Cove Advisors, LLC | 9,819 | $728.5K | 0.59% | +10.0% | Added |
| Cambridge Trust Co | 9,780 | $726.0K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 9,683 | $718.3K | 0.22% | −1,142−10.5% | Reduced |
| Claro Advisors LLC | 9,620 | $713.7K | 0.23% | −1,906−16.5% | Reduced |
| IPG Investment Advisors LLC | 9,605 | $712.6K | 0.20% | +6,485+207.9% | Added |
| Vident Investment Advisory, LLC | 9,568 | $709.9K | 0.03% | +9,568 | New |
| Moody National Bank Trust Division | 9,562 | $709.0K | 0.06% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 9,553 | $708.7K | 0.45% | +674+7.6% | Added |
| Tradition Wealth Management, LLC | 9,533 | $707.0K | 0.10% | +1,029+12.1% | Added |
| Hills Bank & Trust Co | 9,479 | $703.0K | 0.10% | +1,340+16.5% | Added |
| WNY Asset Management, LLC | 9,475 | $703.0K | 0.19% | +1,436+17.9% | Added |
| Seven Post Investment Office LP | 9,323 | $691.7K | 0.24% | +9,323 | New |
| Lokken Investment Group LLC | 9,316 | $691.2K | 0.55% | +174+1.9% | Added |
| Palumbo Wealth Management LLC | 9,314 | $691.0K | 0.55% | +558+6.4% | Added |
| Jacobi Capital Management LLC | 9,279 | $688.4K | 0.09% | +423+4.8% | Added |
| Retirement Group, LLC | 9,236 | $685.0K | 0.33% | +2,517+37.5% | Added |
| Triumph Capital Management | 9,209 | $683.2K | 0.37% | +4,584+99.1% | Added |
| Cary Street Partner Investment Advisory LLC | 9,168 | $680.2K | 0.05% | −1,148−11.1% | Reduced |
| Rossmore Private Capital | 9,161 | $679.7K | 0.11% | +295+3.3% | Added |
| Nwam LLC | 9,159 | $679.6K | 0.06% | +1,732+23.3% | Added |
| First Pacific Financial | 9,156 | $679.3K | 0.34% | +699+8.3% | Added |
| Prossimo Advisors, LLC | 9,154 | $679.0K | 1.57% | +9,154 | New |
| Cantor Fitzgerald, L. P. | 9,130 | $677.0K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 9,100 | $675.1K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 9,092 | $674.5K | 0.03% | 00.0% | Unchanged |
| Advisory Research Inc | 9,050 | $671.4K | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,018 | $669.1K | 0.09% | +332+3.8% | Added |
| Summit X, LLC | 7,321 | $667.9K | 0.19% | −357−4.6% | Reduced |
| MONECO Advisors, LLC | 8,990 | $666.9K | 0.24% | −7,706−46.2% | Reduced |
| Thrivent Financial for Lutherans | 8,950 | $666.0K | 0.00% | −135−1.5% | Reduced |
| EP Wealth Advisors, LLC | 8,964 | $665.0K | 0.01% | −2,524−22.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 8,942 | $663.4K | 0.22% | +15+0.2% | Added |
| Laurel Wealth Advisors, Inc. | 8,878 | $659.0K | 0.06% | −2,154−19.5% | Reduced |
| Latash Investments, LLC | 8,774 | $650.9K | 0.53% | 00.0% | Unchanged |
| Westwood Wealth Management | 8,750 | $649.2K | 0.78% | +1,650+23.2% | Added |
| Financial Advocates Investment Management | 8,749 | $649.1K | 0.05% | −1,461−14.3% | Reduced |
| Golden Green, Inc. | 8,736 | $648.1K | 0.67% | +25+0.3% | Added |
| SageView Advisory Group, LLC | 8,671 | $643.3K | 0.05% | +8,671 | New |
| LBMC Investment Advisors, LLC | 8,640 | $641.0K | 0.07% | +30.0% | Added |
| Clarius Group, LLC | 8,618 | $639.0K | 0.06% | −251−2.8% | Reduced |
| Ritholtz Wealth Management | 8,612 | $639.0K | 0.04% | −1,655−16.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $638.0K | 0.00% | −5,000−36.8% | Reduced |
| Silverlake Wealth Management LLC | 8,582 | $636.7K | 0.40% | +70+0.8% | Added |
| Lowe Brockenbrough & Co Inc | 8,523 | $632.3K | 0.06% | +822+10.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $632.0K | 0.30% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 8,506 | $631.1K | 0.36% | +8,506 | New |
| Dakota Wealth Management | 8,505 | $631.0K | 0.04% | −1,753−17.1% | Reduced |
| Apexium Financial, LP | 8,492 | $630.0K | 0.07% | −147−1.7% | Reduced |
| Alpha Cubed Investments, LLC | 8,447 | $626.7K | 0.05% | +3,216+61.5% | Added |
| Csenge Advisory Group | 8,424 | $625.0K | 0.05% | −60−0.7% | Reduced |
| Pennsylvania Capital Management Inc | 7,482 | $621.5K | 0.33% | −33,894−81.9% | Reduced |
| Signaturefd, LLC | 8,375 | $621.3K | 0.02% | +1,367+19.5% | Added |
| M&R Capital Management Inc | 8,345 | $619.1K | 0.17% | −80−0.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,325 | $618.0K | 0.02% | −248,503−96.8% | Reduced |
| Naviter Wealth, LLC | 7,002 | $617.7K | 0.17% | −1,396−16.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 8,300 | $615.8K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 8,300 | $615.7K | 0.38% | +1,072+14.8% | Added |
| Siemens Fonds Invest GmbH | 8,294 | $615.3K | 0.06% | +733+9.7% | Added |
| Heirloom Wealth Management | 8,263 | $613.0K | 0.38% | +8,263 | New |