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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 11,383 | $1.49M | 0.18% | +20+0.2% | Added |
| Walter & Keenan Financial Consulting Co | 11,477 | $1.50M | 0.54% | −50−0.4% | Reduced |
| Highlander Capital Management, LLC | 11,505 | $1.51M | 0.54% | −450−3.8% | Reduced |
| Spirit of America Management Corp | 11,550 | $1.51M | 0.33% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,582 | $1.52M | 0.15% | −370−3.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.52M | 0.14% | +11,585 | New |
| Secure Asset Management, LLC | 11,637 | $1.52M | 0.41% | −10.0% | Reduced |
| Thoroughbred Financial Services, LLC | 11,646 | $1.52M | 0.12% | +598+5.4% | Added |
| RDA Financial Network | 11,681 | $1.53M | 0.58% | +83+0.7% | Added |
| Atomi Financial Group, Inc. | 11,763 | $1.54M | 0.21% | +3,404+40.7% | Added |
| Procyon Private Wealth Partners, LLC | 11,781 | $1.54M | 0.13% | +748+6.8% | Added |
| DoubleLine ETF Adviser LP | 11,907 | $1.56M | 0.45% | +974+8.9% | Added |
| Marcum Wealth, LLC | 11,933 | $1.56M | 0.17% | +49+0.4% | Added |
| Adviser Investments LLC | 11,935 | $1.56M | 0.02% | +6,409+116.0% | Added |
| Daymark Wealth Partners, LLC | 11,978 | $1.57M | 0.10% | −3,904−24.6% | Reduced |
| Hollencrest Capital Management | 11,992 | $1.57M | 0.15% | +8,804+276.2% | Added |
| Welch & Forbes LLC | 11,997 | $1.57M | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 12,000 | $1.57M | 0.03% | −54,418−81.9% | Reduced |
| Teza Capital Management LLC | 12,000 | $1.57M | 0.26% | +9,814+448.9% | Added |
| Sandbox Financial Partners, LLC | 12,194 | $1.60M | 0.75% | −239−1.9% | Reduced |
| Heritage Investors Management Corp | 12,214 | $1.60M | 0.06% | +7,425+155.0% | Added |
| Segment Wealth Management, LLC | 12,260 | $1.61M | 0.14% | −100−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 13,149 | $1.61M | 0.22% | +600+4.8% | Added |
| Summit Trail Advisors, LLC | 12,324 | $1.61M | 0.05% | −2,885−19.0% | Reduced |
| Lakeview Capital Partners, LLC | 12,416 | $1.63M | 0.29% | −876−6.6% | Reduced |
| Valeo Financial Advisors, LLC | 12,416 | $1.63M | 0.07% | −1,031−7.7% | Reduced |
| Brave Asset Management Inc | 12,433 | $1.63M | 0.46% | −222−1.8% | Reduced |
| Accel Wealth Management | 12,486 | $1.63M | 0.82% | +36+0.3% | Added |
| Investors Asset Management of Georgia Inc | 12,504 | $1.64M | 0.83% | −1,454−10.4% | Reduced |
| Baldwin Investment Management, LLC | 12,547 | $1.64M | 0.26% | +75+0.6% | Added |
| Vontobel Holding Ltd. | 12,567 | $1.65M | 0.01% | −664−5.0% | Reduced |
| Signaturefd, LLC | 12,662 | $1.66M | 0.04% | +36+0.3% | Added |
| Xcel Wealth Management, LLC | 12,743 | $1.67M | 0.59% | −915−6.7% | Reduced |
| Horizon Investments, LLC | 12,862 | $1.67M | 0.05% | +3,460+36.8% | Added |
| Clarius Group, LLC | 12,766 | $1.67M | 0.14% | +3,540+38.4% | Added |
| Arkadios Wealth Advisors | 12,788 | $1.67M | 0.14% | −360−2.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,875 | $1.69M | 0.08% | −20,312−61.2% | Reduced |
| L.M. Kohn & Company | 12,904 | $1.69M | 0.54% | +1,735+15.5% | Added |
| First United Bank Trust | 12,950 | $1.70M | 0.68% | +305+2.4% | Added |
| AlphaCore Capital LLC | 13,054 | $1.71M | 0.25% | +11,147+584.5% | Added |
| Private Trust Co NA | 13,062 | $1.71M | 0.20% | +2,560+24.4% | Added |
| Chickasaw Capital Management LLC | 13,071 | $1.71M | 0.09% | +2,005+18.1% | Added |
| Crescent Grove Advisors, LLC | 13,094 | $1.71M | 0.19% | −715−5.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,145 | $1.72M | 0.42% | −66−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 13,160 | $1.72M | 0.00% | +10,418+379.9% | Added |
| First Dallas Securities Inc. | 13,165 | $1.72M | 0.89% | +13,165 | New |
| Kingswood Wealth Advisors, LLC | 13,181 | $1.73M | 0.20% | +11,110+536.5% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.73M | 1.99% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 13,255 | $1.74M | 0.36% | +13,255 | New |
| Linden Thomas Advisory Services, LLC | 13,313 | $1.74M | 0.33% | +1,217+10.1% | Added |
| Cary Street Partner Investment Advisory LLC | 13,324 | $1.74M | 0.08% | +3,198+31.6% | Added |
| Klingman & Associates, LLC | 13,388 | $1.75M | 0.13% | −420−3.0% | Reduced |
| Choate Investment Advisors | 13,405 | $1.75M | 0.05% | −10,638−44.2% | Reduced |
| SeaCrest Wealth Management, LLC | 14,384 | $1.76M | 0.22% | −1,488−9.4% | Reduced |
| Jefferies Financial Group Inc. | 13,449 | $1.76M | 0.03% | +5,260+64.2% | Added |
| Accretive Wealth Partners, LLC | 13,465 | $1.76M | 0.85% | −28−0.2% | Reduced |
| Wetherby Asset Management Inc | 13,521 | $1.77M | 0.09% | +7,079+109.9% | Added |
| Umb Bank N A | 13,542 | $1.77M | 0.03% | −605−4.3% | Reduced |
| TownSquare Capital, LLC | 13,556 | $1.77M | 0.03% | −6,206−31.4% | Reduced |
| WSFS Capital Management, LLC | 13,602 | $1.78M | 0.11% | +1,036+8.2% | Added |
| Matrix Private Capital Group LLC | 13,613 | $1.78M | 1.35% | −43−0.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,640 | $1.79M | 1.63% | +13,640 | New |
| Smith, Moore & Co. | 13,645 | $1.79M | 0.21% | −60−0.4% | Reduced |
| Renaissance Investment Group LLC | 13,662 | $1.79M | 0.45% | −720−5.0% | Reduced |
| Lodestone Wealth Management LLC | 13,668 | $1.79M | 1.04% | −451−3.2% | Reduced |
| Caz Investments LP | 13,800 | $1.81M | 4.52% | 00.0% | Unchanged |
| Everpar Advisors LLC | 13,878 | $1.82M | 0.85% | +13,878 | New |
| Robeco Institutional Asset Management B.V. | 13,931 | $1.82M | 0.00% | −11,873−46.0% | Reduced |
| Gateway Investment Advisers LLC | 14,039 | $1.84M | 0.02% | −80,386−85.1% | Reduced |
| Kayne Anderson Capital Advisors LP | 14,200 | $1.86M | 0.06% | −14,100−49.8% | Reduced |
| Zevenbergen Capital Investments LLC | 14,230 | $1.86M | 0.04% | −1,300−8.4% | Reduced |
| Keybank National Association | 14,238 | $1.86M | 0.01% | +1,126+8.6% | Added |
| Wintrust Investments LLC | 14,250 | $1.87M | 0.18% | −643−4.3% | Reduced |
| Great Lakes Retirement, Inc. | 14,322 | $1.88M | 0.31% | +416+3.0% | Added |
| Conway Capital Management, Inc. | 14,331 | $1.88M | 1.21% | +243+1.7% | Added |
| Sowell Financial Services LLC | 14,357 | $1.88M | 0.10% | +3,237+29.1% | Added |
| SFMG, LLC | 14,390 | $1.88M | 0.17% | −4,564−24.1% | Reduced |
| Pittenger & Anderson Inc | 14,535 | $1.90M | 0.09% | −125−0.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,550 | $1.90M | 0.49% | +910+6.7% | Added |
| Capital Investment Advisors, LLC | 14,718 | $1.93M | 0.05% | −2,186−12.9% | Reduced |
| Atlas Capital Advisors LLC | 14,753 | $1.93M | 0.28% | +11,084+302.1% | Added |
| Vestcor Inc | 14,759 | $1.93M | 0.07% | −157−1.1% | Reduced |
| Blue Fin Capital, Inc. | 14,784 | $1.94M | 0.50% | −713−4.6% | Reduced |
| Toroso Investments, LLC | 14,892 | $1.95M | 0.05% | +5,081+51.8% | Added |
| Panagora Asset Management Inc | 14,972 | $1.96M | 0.01% | +174+1.2% | Added |
| Fortis Capital Management LLC | 15,000 | $1.96M | 0.50% | +15,000 | New |
| Mutual Advisors, LLC | 15,096 | $1.98M | 0.07% | −256−1.7% | Reduced |
| Sit Investment Associates Inc | 15,100 | $1.98M | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 15,105 | $1.98M | 0.19% | +124+0.8% | Added |
| Stiles Financial Services Inc | 15,178 | $1.99M | 0.90% | +246+1.6% | Added |
| Rossmore Private Capital | 15,226 | $1.99M | 0.28% | +200+1.3% | Added |
| Harvest Investment Advisors, LLC | 15,264 | $2.00M | 1.60% | −38−0.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,287 | $2.00M | 1.14% | −139−0.9% | Reduced |
| Assenagon Asset Management S.A. | 15,303 | $2.00M | 0.01% | +244+1.6% | Added |
| Citizens & Northern Corp | 15,487 | $2.03M | 0.72% | −613−3.8% | Reduced |
| Nations Financial Group Inc, | 15,492 | $2.03M | 0.19% | −1,079−6.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 15,505 | $2.03M | 1.74% | +340+2.2% | Added |
| Acorn Wealth Advisors, LLC | 15,526 | $2.03M | 1.20% | −458−2.9% | Reduced |
| Redmond Asset Management, LLC | 15,585 | $2.04M | 0.66% | +871+5.9% | Added |
| Stamos Capital Partners, L.P. | 15,650 | $2.05M | 0.56% | −37,890−70.8% | Reduced |