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; 2,157 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 2023
Institutional positions in Blackstone Inc. as of Dec 31, 2023. 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
- 1,809
- +170 vs. Q3 2023
- Shares held
- 502.1M
- +7.15M (+1.4%) vs. Q3 2023
- Total value
- $65.6B
- +$12.6B (+23.8%) vs. Q3 2023
- New holders
- 254
- 616 more added
- Sold out
- 84
- 713 more reduced
28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 8,593 | $1.12M | 0.08% | +8,593 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $1.13M | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,601 | $1.13M | 0.09% | −116−1.3% | Reduced |
| Natixis | 8,633 | $1.13M | 0.01% | +4,883+130.2% | Added |
| Nicolet Bankshares Inc | 8,643 | $1.13M | 0.30% | +227+2.7% | Added |
| LBMC Investment Advisors, LLC | 8,649 | $1.13M | 0.11% | +20.0% | Added |
| Baxter Bros Inc | 8,699 | $1.14M | 0.16% | −45−0.5% | Reduced |
| First National Trust Co | 8,721 | $1.14M | 0.05% | +565+6.9% | Added |
| Cornerstone National Bank & Trust Co | 8,734 | $1.14M | 0.61% | −366−4.0% | Reduced |
| Latash Investments, LLC | 8,774 | $1.15M | 0.83% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 8,800 | $1.15M | 0.15% | −174−1.9% | Reduced |
| First Pacific Financial | 8,816 | $1.15M | 0.35% | −63−0.7% | Reduced |
| Morse Asset Management, Inc | 8,837 | $1.16M | 0.34% | −374−4.1% | Reduced |
| Mayflower Financial Advisors, LLC | 8,883 | $1.16M | 0.16% | +11+0.1% | Added |
| Veriti Management LLC | 8,928 | $1.17M | 0.10% | +2,494+38.8% | Added |
| Apexium Financial, LP | 8,949 | $1.17M | 0.08% | +450+5.3% | Added |
| Davis Investment Partners, LLC | 9,540 | $1.17M | 0.57% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 9,026 | $1.18M | 0.46% | +213+2.4% | Added |
| Van Eck Associates Corp | 9,044 | $1.18M | 0.00% | +1,755+24.1% | Added |
| Vident Advisory, LLC | 9,048 | $1.18M | 0.03% | +2,028+28.9% | Added |
| Samjo Management, LLC | 9,200 | $1.20M | 0.43% | +9,200 | New |
| David Loasby | 9,881 | $1.21M | 0.13% | −554−5.3% | Reduced |
| Tradition Wealth Management, LLC | 9,232 | $1.21M | 0.13% | −359−3.7% | Reduced |
| Aspen Grove Capital, LLC | 9,275 | $1.21M | 0.37% | +96+1.0% | Added |
| Profund Advisors LLC | 9,291 | $1.22M | 0.05% | +1,144+14.0% | Added |
| Moneta Group Investment Advisors LLC | 9,509 | $1.24M | 0.02% | +220+2.4% | Added |
| Everence Capital Management Inc | 9,510 | $1.25M | 0.09% | +5,190+120.1% | Added |
| Edmond de Rothschild Holding S.A. | 9,515 | $1.25M | 0.02% | +1,333+16.3% | Added |
| Ballentine Partners, LLC | 9,552 | $1.25M | 0.03% | +3,842+67.3% | Added |
| Moody National Bank Trust Division | 9,562 | $1.25M | 0.10% | −6,741−41.3% | Reduced |
| Advisor OS, LLC | 9,619 | $1.26M | 0.16% | −1,713−15.1% | Reduced |
| Jacobi Capital Management LLC | 9,647 | $1.26M | 0.13% | −33−0.3% | Reduced |
| Central Trust Co | 9,664 | $1.27M | 0.03% | +9+0.1% | Added |
| Dakota Wealth Management | 9,675 | $1.27M | 0.05% | +451+4.9% | Added |
| Cambridge Trust Co | 9,680 | $1.27M | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 9,722 | $1.27M | 0.65% | +5+0.1% | Added |
| FRG Family Wealth Advisors LLC | 9,802 | $1.28M | 0.26% | −198−2.0% | Reduced |
| Investment Partners Asset Management, Inc. | 9,806 | $1.28M | 1.28% | +9,806 | New |
| Lazard Asset Management LLC | 9,836 | $1.29M | 0.00% | −949−8.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,850 | $1.29M | 0.03% | −50−0.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 9,883 | $1.29M | 0.04% | −66−0.7% | Reduced |
| PFG Investments, LLC | 9,931 | $1.30M | 0.24% | +1,364+15.9% | Added |
| United Bank | 9,954 | $1.30M | 0.72% | +715+7.7% | Added |
| Financial Counselors Inc | 9,984 | $1.31M | 0.02% | +146+1.5% | Added |
| Virginia Wealth Management Group, Inc. | 9,987 | $1.31M | 1.14% | −2,342−19.0% | Reduced |
| Donald L. Hagan, LLC | 10,000 | $1.31M | 0.72% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 10,003 | $1.31M | 0.12% | +10,003 | New |
| M Holdings Securities, Inc. | 10,013 | $1.31M | 0.15% | −992−9.0% | Reduced |
| King Luther Capital Management Corp | 10,032 | $1.31M | 0.01% | −3,200−24.2% | Reduced |
| Curated Wealth Partners LLC | 10,057 | $1.32M | 0.22% | +69+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,064 | $1.32M | 0.26% | +302+3.1% | Added |
| Level Four Advisory Services, LLC | 10,084 | $1.32M | 0.07% | −6,340−38.6% | Reduced |
| Disciplined Equity Management, Inc. | 10,102 | $1.32M | 0.91% | −650−6.0% | Reduced |
| Trust Co of Toledo NA | 10,130 | $1.33M | 0.23% | +1,110+12.3% | Added |
| Ameritas Advisory Services, LLC | 10,193 | $1.33M | 0.07% | −6,123−37.5% | Reduced |
| RFG Advisory, LLC | 10,157 | $1.33M | 0.05% | +678+7.2% | Added |
| Bank Ozk | 10,189 | $1.33M | 0.65% | +714+7.5% | Added |
| Fulton Bank, N.A. | 10,229 | $1.34M | 0.06% | +315+3.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,337 | $1.35M | 0.03% | +2,070+25.0% | Added |
| Virtu Financial LLC | 10,339 | $1.35M | 0.11% | +10,339 | New |
| Sheets Smith Wealth Management | 10,414 | $1.36M | 0.19% | −700−6.3% | Reduced |
| RSM US Wealth Management LLC | 10,442 | $1.37M | 0.04% | +5,790+124.5% | Added |
| Moseley Investment Management Inc | 10,454 | $1.37M | 0.76% | +53+0.5% | Added |
| TBH Global Asset Management, LLC | 10,479 | $1.37M | 0.28% | −600−5.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,480 | $1.37M | 0.99% | −670−6.0% | Reduced |
| Bank Hapoalim BM | 10,550 | $1.38M | 0.19% | −1,872−15.1% | Reduced |
| Litman Gregory Asset Management LLC | 10,550 | $1.38M | 0.13% | −7,075−40.1% | Reduced |
| E&G Advisors, LP | 10,584 | $1.38M | 0.49% | −500−4.5% | Reduced |
| River Street Advisors LLC | 10,562 | $1.38M | 1.10% | +1,011+10.6% | Added |
| Meeder Advisory Services, Inc. | 10,605 | $1.39M | 0.16% | +276+2.7% | Added |
| Country Club Bank | 10,485 | $1.40M | 0.11% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,733 | $1.41M | 0.05% | −131−1.2% | Reduced |
| Colony Group, LLC | 10,742 | $1.41M | 0.02% | +10,742 | New |
| RMR Wealth Builders | 10,745 | $1.41M | 0.20% | −1,486−12.1% | Reduced |
| Pennsylvania Capital Management Inc | 10,745 | $1.41M | 0.56% | −8,091−43.0% | Reduced |
| First Hawaiian Bank | 10,745 | $1.41M | 0.04% | −1,500−12.2% | Reduced |
| Missouri Trust & Investment Co | 10,805 | $1.41M | 0.57% | +3,327+44.5% | Added |
| Hodges Capital Management Inc. | 10,805 | $1.42M | 0.08% | −5,920−35.4% | Reduced |
| NorthRock Partners, LLC | 10,821 | $1.42M | 0.06% | +5,791+115.1% | Added |
| Legacy Advisors, LLC | 10,860 | $1.42M | 0.18% | +519+5.0% | Added |
| Almanack Investment Partners, LLC. | 10,929 | $1.43M | 0.27% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $1.44M | 0.38% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,000 | $1.44M | 0.02% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 11,083 | $1.45M | 0.79% | +219+2.0% | Added |
| Douglass Winthrop Advisors, LLC | 11,100 | $1.45M | 0.03% | +1,000+9.9% | Added |
| Waterfront Wealth Inc. | 11,100 | $1.45M | 0.43% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 11,102 | $1.45M | 0.19% | +1,060+10.6% | Added |
| Chapin Davis, Inc. | 11,121 | $1.46M | 0.61% | +501+4.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,141 | $1.46M | 1.19% | −258−2.3% | Reduced |
| Zhang Financial LLC | 11,168 | $1.46M | 0.13% | −2,783−19.9% | Reduced |
| Qtron Investments LLC | 11,209 | $1.47M | 0.24% | 00.0% | Unchanged |
| Norway Savings Bank | 11,213 | $1.47M | 0.65% | −575−4.9% | Reduced |
| Castle Rock Wealth Management, LLC | 12,083 | $1.47M | 0.45% | +445+3.8% | Added |
| Retireful, LLC | 11,234 | $1.47M | 0.64% | −26,932−70.6% | Reduced |
| Carson Advisory Inc. | 11,245 | $1.47M | 1.14% | −75−0.7% | Reduced |
| Sabal Trust CO | 11,250 | $1.47M | 0.09% | +4,601+69.2% | Added |
| Prio Wealth Limited Partnership | 11,266 | $1.47M | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 11,280 | $1.48M | 0.13% | +148+1.3% | Added |
| Mork Capital Management, LLC | 11,370 | $1.49M | 0.92% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 11,382 | $1.49M | 0.29% | +11,382 | New |