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 |
|---|---|---|---|---|---|
| EULAV Asset Management | 21,015 | $2.75M | 0.09% | −33,985−61.8% | Reduced |
| United Services Automobile Association | 21,183 | $2.77M | 0.06% | +2,322+12.3% | Added |
| Accuvest Global Advisors | 21,286 | $2.79M | 2.97% | −1,798−7.8% | Reduced |
| EP Wealth Advisors, LLC | 21,398 | $2.80M | 0.04% | +843+4.1% | Added |
| AIA Group Ltd | 21,401 | $2.80M | 0.11% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 21,434 | $2.81M | 2.59% | −2,467−10.3% | Reduced |
| Credit Agricole S A | 21,722 | $2.84M | 0.06% | +9,579+78.9% | Added |
| Buckingham Strategic Wealth, LLC | 21,791 | $2.85M | 0.03% | +536+2.5% | Added |
| Kampmann Melissa S. | 21,905 | $2.87M | 2.46% | +305+1.4% | Added |
| Resource Consulting Group Inc | 22,273 | $2.92M | 0.50% | +445+2.0% | Added |
| WealthPLAN Partners, LLC | 22,351 | $2.93M | 0.30% | +654+3.0% | Added |
| J.W. Cole Advisors, Inc. | 22,357 | $2.93M | 0.17% | −1,377−5.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 22,408 | $2.93M | 0.25% | −326−1.4% | Reduced |
| Boston Financial Mangement LLC | 22,420 | $2.94M | 0.10% | −1,467−6.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,491 | $2.94M | 0.08% | +89+0.4% | Added |
| HB Wealth Management, LLC | 22,529 | $2.95M | 0.04% | +665+3.0% | Added |
| Johnson Investment Counsel Inc | 22,532 | $2.95M | 0.03% | −1,050−4.5% | Reduced |
| FIL Ltd | 22,642 | $2.96M | 0.00% | +22,642 | New |
| Capital Management Associates | 22,655 | $2.97M | 3.78% | −3,688−14.0% | Reduced |
| Ballast Advisors LLC | 22,683 | $2.97M | 1.11% | −4,520−16.6% | Reduced |
| Prudential PLC | 22,794 | $2.98M | 0.03% | −39−0.2% | Reduced |
| Empowered Funds, LLC | 22,884 | $3.00M | 0.08% | +16,784+275.1% | Added |
| 11 Capital Partners LP | 22,901 | $3.00M | 1.45% | −2,299−9.1% | Reduced |
| Centaurus Financial, Inc. | 23,083 | $3.02M | 0.23% | −485−2.1% | Reduced |
| Laidlaw Wealth Management LLC | 23,104 | $3.02M | 1.10% | −140−0.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 23,210 | $3.04M | 0.32% | +505+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 23,342 | $3.06M | 0.03% | +23,342 | New |
| Norinchukin Bank, The | 23,344 | $3.06M | 0.07% | +174+0.8% | Added |
| Raymond James Trust N.A. | 23,385 | $3.06M | 0.08% | +22+0.1% | Added |
| Means Investment Co., Inc. | 23,400 | $3.06M | 0.44% | −722−3.0% | Reduced |
| Evergreen Capital Management LLC | 23,492 | $3.08M | 0.13% | +16,291+226.2% | Added |
| We Are One Seven, LLC | 23,647 | $3.10M | 0.18% | +1,059+4.7% | Added |
| Wealthspire Advisors, LLC | 23,656 | $3.10M | 0.04% | −1,466−5.8% | Reduced |
| 1776 Wealth LLC | 23,697 | $3.10M | 1.54% | +900+3.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,706 | $3.10M | 0.76% | −86−0.4% | Reduced |
| Allen Investment Management LLC | 23,857 | $3.12M | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 23,913 | $3.13M | 0.18% | −12−0.1% | Reduced |
| Fortune Financial Advisors, LLC | 24,006 | $3.14M | 2.19% | +58+0.2% | Added |
| Cullinan Associates Inc | 24,042 | $3.15M | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 24,066 | $3.15M | 0.33% | +173+0.7% | Added |
| Coastline Trust Co | 24,179 | $3.17M | 0.42% | +4,391+22.2% | Added |
| Diligent Investors, LLC | 24,370 | $3.19M | 0.88% | −185−0.8% | Reduced |
| Lincoln National Corp | 24,402 | $3.19M | 0.06% | −939−3.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 24,451 | $3.20M | 1.00% | −712−2.8% | Reduced |
| Oxbow Advisors, LLC | 24,495 | $3.21M | 0.49% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 24,546 | $3.21M | 2.06% | −207−0.8% | Reduced |
| Bridgewater Associates, LP | 24,610 | $3.22M | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 24,691 | $3.23M | 0.26% | +9,886+66.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $3.27M | 0.84% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 25,020 | $3.28M | 1.58% | −1,425−5.4% | Reduced |
| Compass Ion Advisors, LLC | 25,244 | $3.30M | 0.51% | +196+0.8% | Added |
| Stock Yards Bank & Trust Co | 25,296 | $3.31M | 0.12% | +2,315+10.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,314 | $3.31M | 0.23% | +784+3.2% | Added |
| Alps Advisors Inc | 25,350 | $3.32M | 0.03% | −850−3.2% | Reduced |
| Register Financial Advisors LLC | 25,510 | $3.34M | 2.23% | −530−2.0% | Reduced |
| Assetmark, Inc | 25,510 | $3.34M | 0.01% | +2,648+11.6% | Added |
| RKL Wealth Management LLC | 25,536 | $3.34M | 0.36% | +1,156+4.7% | Added |
| Community Trust & Investment Co | 25,674 | $3.36M | 0.26% | −355−1.4% | Reduced |
| Good Life Advisors, LLC | 25,776 | $3.37M | 0.33% | −832−3.1% | Reduced |
| Thomas Story & Son LLC | 25,816 | $3.38M | 1.59% | −250−1.0% | Reduced |
| Glenmede Trust Co NA | 25,853 | $3.38M | 0.02% | +1,218+4.9% | Added |
| Abbot Financial Management, Inc. | 25,885 | $3.39M | 2.04% | +341+1.3% | Added |
| Cohen Investment Advisors LLC | 25,953 | $3.40M | 2.50% | −493−1.9% | Reduced |
| Grandview Asset Management LLC | 26,066 | $3.41M | 1.79% | +10.0% | Added |
| Tiaa Trust, National Association | 26,098 | $3.42M | 0.01% | −1,295−4.7% | Reduced |
| Wealth Effects LLC | 26,147 | $3.42M | 1.29% | −1,928−6.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 26,158 | $3.42M | 1.41% | −577−2.2% | Reduced |
| First Trust Advisors LP | 26,197 | $3.43M | 0.00% | −24,576−48.4% | Reduced |
| Slagle Financial, LLC | 52,304 | $3.44M | 1.97% | +25,195+92.9% | Added |
| Brinker Capital Investments, LLC | 28,091 | $3.44M | 0.04% | −2,195−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 28,091 | $3.44M | 0.04% | −2,195−7.2% | Reduced |
| Flagship Harbor Advisors, LLC | 26,268 | $3.44M | 0.25% | −10.0% | Reduced |
| Glenview Trust Co | 26,437 | $3.46M | 0.08% | +11,091+72.3% | Added |
| Brown, Lisle/Cummings, Inc. | 26,506 | $3.47M | 1.29% | +1,750+7.1% | Added |
| Summit Place Financial Advisors, LLC | 26,580 | $3.48M | 2.28% | −389−1.4% | Reduced |
| Holderness Investments Co | 26,782 | $3.51M | 0.96% | −170−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,802 | $3.51M | 0.07% | −335−1.2% | Reduced |
| Resolute Wealth Strategies, LLC | 26,865 | $3.52M | 2.39% | +50.0% | Added |
| Tyler-Stone Wealth Management | 26,904 | $3.52M | 1.77% | +14+0.1% | Added |
| Metis Global Partners, LLC | 26,932 | $3.53M | 0.14% | −2,336−8.0% | Reduced |
| Next Level Private LLC | 27,184 | $3.56M | 2.02% | −51−0.2% | Reduced |
| Tealwood Asset Management Inc | 27,470 | $3.60M | 1.72% | −579−2.1% | Reduced |
| International Assets Investment Management, LLC | 27,680 | $3.62M | 0.46% | +1,640+6.3% | Added |
| Spire Wealth Management | 30,743 | $3.66M | 0.13% | −366−1.2% | Reduced |
| StoneX Group Inc. | 28,071 | $3.67M | 0.37% | −1,512−5.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 28,112 | $3.68M | 1.66% | +2,330+9.0% | Added |
| Allworth Financial LP | 28,127 | $3.68M | 0.03% | +2,700+10.6% | Added |
| DFPG Investments, LLC | 30,322 | $3.71M | 0.29% | +1,107+3.8% | Added |
| Integrated Wealth Concepts LLC | 28,342 | $3.71M | 0.06% | −7,139−20.1% | Reduced |
| CenterBook Partners LP | 28,436 | $3.72M | 0.45% | +17,422+158.2% | Added |
| Somerset Group LLC | 28,487 | $3.73M | 3.13% | +148+0.5% | Added |
| Chicago Capital, LLC | 28,523 | $3.73M | 0.13% | +28,523 | New |
| Regions Financial Corp | 28,699 | $3.76M | 0.03% | +10,963+61.8% | Added |
| Concurrent Investment Advisors, LLC | 28,734 | $3.76M | 0.18% | +28,734 | New |
| Metropolitan Life Insurance Co | 28,922 | $3.79M | 0.18% | −443−1.5% | Reduced |
| Avitas Wealth Management LLC | 29,049 | $3.80M | 0.64% | +1,026+3.7% | Added |
| Shepherd Financial Partners LLC | 29,359 | $3.84M | 0.55% | −422−1.4% | Reduced |
| Kaizen Financial Strategies | 29,692 | $3.89M | 2.96% | −842−2.8% | Reduced |
| Brown Brothers Harriman & Co | 29,813 | $3.90M | 0.03% | +3,661+14.0% | Added |
| Capital Planning Advisors, LLC | 29,984 | $3.93M | 0.74% | +864+3.0% | Added |