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
- 712 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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 15,705 | $2.06M | 0.11% | −120−0.8% | Reduced |
| MWA Asset Management | 15,729 | $2.06M | 1.70% | +601+4.0% | Added |
| Taylor Financial Group, Inc. | 15,803 | $2.07M | 1.70% | +15,803 | New |
| Sanders Morris Harris LLC | 16,960 | $2.08M | 1.02% | −544,663−97.0% | Reduced |
| StrongBox Wealth, LLC | 15,918 | $2.08M | 1.22% | +677+4.4% | Added |
| Principal Securities, Inc. | 15,963 | $2.09M | 0.08% | +15,963 | New |
| Modera Wealth Management, LLC | 15,966 | $2.09M | 0.03% | −12,587−44.1% | Reduced |
| Marion Wealth Management | 15,995 | $2.09M | 0.67% | −181−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 17,191 | $2.10M | 0.08% | +964+5.9% | Added |
| Kovack Advisors, Inc. | 16,080 | $2.11M | 0.25% | +1,025+6.8% | Added |
| Krilogy Financial LLC | 16,104 | $2.11M | 0.18% | −674−4.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,155 | $2.12M | 0.13% | +320+2.0% | Added |
| Insight Advisors, LLC | 16,173 | $2.12M | 0.45% | +65+0.4% | Added |
| Degroof Petercam Asset Management | 16,181 | $2.12M | 0.03% | +16,181 | New |
| Alberta Investment Management Corp | 16,300 | $2.13M | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 16,485 | $2.16M | 0.13% | +56+0.3% | Added |
| Two Sigma Investments, LP | 16,487 | $2.16M | 0.01% | −164,426−90.9% | Reduced |
| Investment Management Corp of Ontario | 16,528 | $2.16M | 0.05% | +16,528 | New |
| Aviance Capital Partners, LLC | 16,584 | $2.17M | 0.46% | −4,664−22.0% | Reduced |
| Opinicus Capital, Inc. | 16,626 | $2.18M | 2.22% | +16,626 | New |
| Madison Park Capital Advisors, LLC | 16,677 | $2.18M | 2.11% | +16,677 | New |
| HighPoint Advisor Group LLC | 16,958 | $2.19M | 0.16% | +16,958 | New |
| First National Bank Sioux Falls | 16,693 | $2.19M | 1.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16,741 | $2.19M | 0.36% | −503−2.9% | Reduced |
| Magnus Financial Group LLC | 16,854 | $2.21M | 0.29% | +3,444+25.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 16,861 | $2.21M | 2.54% | −400−2.3% | Reduced |
| Hyman Charles D | 16,873 | $2.21M | 0.13% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 16,920 | $2.22M | 1.94% | −535−3.1% | Reduced |
| Avidian Wealth Solutions, LLC | 16,985 | $2.22M | 0.14% | −11−0.1% | Reduced |
| Rational Advisors LLC | 17,000 | $2.23M | 0.23% | −1,000−5.6% | Reduced |
| WBI Investments | 17,058 | $2.23M | 0.45% | +17,058 | New |
| Wambolt & Associates, LLC | 17,133 | $2.24M | 0.73% | +3,775+28.3% | Added |
| Tokio Marine Asset Management Co Ltd | 17,228 | $2.26M | 0.12% | +1,112+6.9% | Added |
| Brandywine Oak Private Wealth LLC | 17,419 | $2.28M | 0.25% | 00.0% | Unchanged |
| Platform Technology Partners | 17,535 | $2.28M | 0.89% | −881−4.8% | Reduced |
| WealthPlan Investment Management, LLC | 17,442 | $2.28M | 0.37% | +2,497+16.7% | Added |
| Connectus Wealth, LLC | 17,482 | $2.29M | 0.05% | +60.0% | Added |
| Banco Santander, S.A. | 17,505 | $2.29M | 0.03% | +17,505 | New |
| Penbrook Management LLC | 17,523 | $2.29M | 1.54% | −1,400−7.4% | Reduced |
| Dearborn Partners LLC | 17,535 | $2.30M | 0.08% | −4,982−22.1% | Reduced |
| Western Wealth Management, LLC | 17,580 | $2.30M | 0.17% | +2,649+17.7% | Added |
| Riverpark Capital Management LLC | 17,615 | $2.31M | 3.52% | −682−3.7% | Reduced |
| TrinityPoint Wealth, LLC | 17,677 | $2.31M | 0.42% | −273−1.5% | Reduced |
| Garrett Investment Advisors LLC | 17,736 | $2.32M | 0.32% | −6,288−26.2% | Reduced |
| Herbst Group, LLC | 17,751 | $2.32M | 1.49% | +10.0% | Added |
| Park Avenue Securities LLC | 17,858 | $2.34M | 0.03% | +531+3.1% | Added |
| Covenant Asset Management, LLC | 17,863 | $2.34M | 0.65% | +319+1.8% | Added |
| Blue Square Asset Management, LLC | 17,977 | $2.35M | 1.57% | −136−0.8% | Reduced |
| Hudock, Inc. | 18,003 | $2.36M | 0.51% | −430−2.3% | Reduced |
| Nomura Holdings Inc | 18,084 | $2.37M | 0.02% | −706−3.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 18,143 | $2.38M | 0.43% | +591+3.4% | Added |
| JBR Co Financial Management Inc | 18,171 | $2.38M | 2.23% | +18,171 | New |
| Hunting Hill Global Capital, LLC | 18,260 | $2.39M | 1.80% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 18,261 | $2.39M | 1.14% | −660−3.5% | Reduced |
| Royal Capital Wealth Management, LLC | 18,278 | $2.39M | 2.07% | +11+0.1% | Added |
| King Wealth | 18,309 | $2.40M | 0.46% | −612−3.2% | Reduced |
| Savant Capital, LLC | 18,435 | $2.41M | 0.03% | +280+1.5% | Added |
| South Dakota Investment Council | 18,480 | $2.42M | 0.05% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 18,579 | $2.43M | 2.40% | +18,579 | New |
| XML Financial, LLC | 18,690 | $2.45M | 0.26% | −154−0.8% | Reduced |
| CoreCap Advisors, LLC | 18,699 | $2.45M | 0.16% | −2,155−10.3% | Reduced |
| Rehmann Capital Advisory Group | 18,770 | $2.46M | 0.20% | −175−0.9% | Reduced |
| Fiduciary Trust Co | 18,781 | $2.46M | 0.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 18,841 | $2.47M | 0.05% | +7,329+63.7% | Added |
| Schechter Investment Advisors, LLC | 19,016 | $2.49M | 0.22% | −329−1.7% | Reduced |
| Red Door Wealth Management, LLC | 19,027 | $2.49M | 0.54% | −396−2.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 19,059 | $2.50M | 0.71% | −8,088−29.8% | Reduced |
| Valley National Advisers Inc | 19,179 | $2.51M | 0.40% | +608+3.3% | Added |
| Focus Financial Network Inc | 19,173 | $2.51M | 0.09% | +19,173 | New |
| Boston Private Wealth LLC | 19,173 | $2.51M | 0.06% | −145,804−88.4% | Reduced |
| Financial Advisory Service, Inc. | 19,178 | $2.51M | 0.24% | +2,938+18.1% | Added |
| Field & Main Bank | 19,190 | $2.51M | 1.06% | +75+0.4% | Added |
| Ellerson Group Inc | 19,224 | $2.52M | 2.18% | −318−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,263 | $2.52M | 0.14% | −352−1.8% | Reduced |
| Principle Wealth Partners LLC | 19,267 | $2.52M | 0.22% | −552−2.8% | Reduced |
| Intellectus Partners, LLC | 19,345 | $2.53M | 0.73% | −1,483−7.1% | Reduced |
| Capital City Trust Co | 19,572 | $2.56M | 0.76% | −5,243−21.1% | Reduced |
| Kingsview Wealth Management, LLC | 19,640 | $2.57M | 0.08% | +52+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 19,658 | $2.57M | 0.39% | +290+1.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,742 | $2.58M | 0.10% | −294−1.5% | Reduced |
| Bay Rivers Group | 19,769 | $2.59M | 1.62% | −712−3.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 19,774 | $2.59M | 0.10% | −774−3.8% | Reduced |
| St. Clair Advisors, LLC | 19,839 | $2.60M | 0.90% | +11,335+133.3% | Added |
| Man Group plc | 19,984 | $2.62M | 0.01% | – | – |
| Stonegate Investment Group, LLC | 19,996 | $2.62M | 0.09% | −1,371−6.4% | Reduced |
| Canton Hathaway, LLC | 20,052 | $2.63M | 0.79% | −500−2.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 20,100 | $2.63M | 2.14% | +20,100 | New |
| Arete Wealth Advisors, LLC | 20,101 | $2.63M | 0.20% | −143−0.7% | Reduced |
| Northcape Wealth Management, LLC | 20,155 | $2.64M | 0.96% | −269−1.3% | Reduced |
| Girard Partners Ltd. | 20,544 | $2.69M | 0.27% | −1,941−8.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 20,553 | $2.69M | 0.25% | −336−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 20,567 | $2.69M | 0.11% | +4,989+32.0% | Added |
| Alaethes Wealth LLC | 20,569 | $2.69M | 1.27% | −256−1.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,621 | $2.70M | 0.10% | +20,621 | New |
| Vinva Investment Management Ltd | 20,355 | $2.71M | 0.19% | +1,306+6.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,759 | $2.72M | 0.01% | +140+0.7% | Added |
| Parallel Advisors, LLC | 20,780 | $2.72M | 0.08% | −1,174−5.3% | Reduced |
| Huntington National Bank | 20,869 | $2.73M | 0.02% | +20+0.1% | Added |
| Westside Investment Management, Inc. | 20,923 | $2.74M | 0.70% | −2,590−11.0% | Reduced |
| True North Advisors, LLC | 20,981 | $2.75M | 0.71% | −904−4.1% | Reduced |