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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 30,200 | $3.95M | 0.04% | +30,200 | New |
| Modus Advisors, LLC | 30,235 | $3.96M | 1.61% | +756+2.6% | Added |
| Miracle Mile Advisors, LLC | 30,499 | $3.99M | 0.11% | +2,278+8.1% | Added |
| Sculati Wealth Management, LLC | 30,532 | $4.00M | 1.86% | +100.0% | Added |
| CWM, LLC | 30,773 | $4.03M | 0.02% | −18,670−37.8% | Reduced |
| First Manhattan Co | 30,906 | $4.05M | 0.01% | +751+2.5% | Added |
| Caisse de Depot Et Placement du Quebec | 30,977 | $4.06M | 0.01% | +25,629+479.2% | Added |
| City of London Investment Management Co Ltd | 31,121 | $4.07M | 0.33% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 31,266 | $4.09M | 4.57% | −33,004−51.4% | Reduced |
| Crossmark Global Holdings, Inc. | 32,149 | $4.21M | 0.09% | −90−0.3% | Reduced |
| Ethic Inc. | 32,182 | $4.21M | 0.12% | +5,485+20.5% | Added |
| Rockline Wealth Management, LLC | 32,218 | $4.22M | 1.75% | +32,218 | New |
| Insigneo Advisory Services, LLC | 32,229 | $4.22M | 0.59% | +820+2.6% | Added |
| EFG Asset Management (North America) Corp. | 32,434 | $4.25M | 0.81% | +17,481+116.9% | Added |
| Cannell Peter B & Co Inc | 32,773 | $4.29M | 0.14% | −500−1.5% | Reduced |
| Stablepoint Partners, LLC | 32,852 | $4.30M | 1.10% | +32,852 | New |
| Foundations Investment Advisors, LLC | 34,768 | $4.32M | 0.12% | −8,643−19.9% | Reduced |
| Avantax Advisory Services, Inc. | 33,054 | $4.33M | 0.04% | −1,598−4.6% | Reduced |
| Pacitti Group Inc. | 33,100 | $4.33M | 2.70% | +491+1.5% | Added |
| Bard Financial Services, Inc. | 33,200 | $4.35M | 0.49% | −300−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,259 | $4.35M | 0.06% | +3,011+10.0% | Added |
| Colonial Trust Co | 33,383 | $4.37M | 0.91% | +449+1.4% | Added |
| Synovus Financial Corp | 33,404 | $4.37M | 0.06% | −1,158−3.4% | Reduced |
| 1st Source Bank | 33,735 | $4.42M | 0.27% | −354−1.0% | Reduced |
| Cetera Advisors LLC | 33,824 | $4.43M | 0.06% | −11,445−25.3% | Reduced |
| Resources Investment Advisors, LLC. | 33,845 | $4.43M | 0.08% | +959+2.9% | Added |
| Blue Zone Wealth Advisors, LLC | 33,859 | $4.43M | 1.77% | −131−0.4% | Reduced |
| Easterly Investment Partners LLC | 33,941 | $4.44M | 0.48% | −399−1.2% | Reduced |
| Wellington Shields & Co., LLC | 34,003 | $4.45M | 1.64% | −2,287−6.3% | Reduced |
| Waterloo Capital, L.P. | 34,322 | $4.49M | 0.73% | +14,909+76.8% | Added |
| Kovitz Investment Group Partners, LLC | 34,417 | $4.51M | 0.07% | −13,598−28.3% | Reduced |
| Howland Capital Management LLC | 34,483 | $4.51M | 0.24% | +3,110+9.9% | Added |
| Torray LLC | 34,495 | $4.52M | 0.73% | +4,979+16.9% | Added |
| Transform Wealth, LLC | 34,568 | $4.53M | 0.44% | −1,075−3.0% | Reduced |
| Sierra Capital LLC | 34,750 | $4.55M | 0.67% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 34,911 | $4.57M | 0.21% | −1,583−4.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $4.58M | 0.02% | −46,765−57.2% | Reduced |
| Kingfisher Capital LLC | 35,030 | $4.59M | 1.19% | −1,852−5.0% | Reduced |
| Commerce Bank | 35,241 | $4.61M | 0.03% | +2,946+9.1% | Added |
| Syntegra Private Wealth Group, LLC | 35,497 | $4.65M | 0.66% | +2,427+7.3% | Added |
| Argonautica Private Wealth Management, Inc | 35,563 | $4.66M | 1.91% | −184−0.5% | Reduced |
| Tritonpoint Wealth, LLC | 35,675 | $4.67M | 0.46% | +35,675 | New |
| Old Second National Bank of Aurora | 35,788 | $4.69M | 1.29% | +523+1.5% | Added |
| Lake Street Financial LLC | 35,903 | $4.70M | 0.74% | −565−1.5% | Reduced |
| Congress Wealth Management LLC | 36,215 | $4.74M | 0.09% | +9,699+36.6% | Added |
| Swiss Life Asset Management Ltd | 36,192 | $4.75M | 0.06% | +13,980+62.9% | Added |
| Jaffetilchin Investment Partners, LLC | 36,303 | $4.75M | 0.46% | −1,058−2.8% | Reduced |
| Core Alternative Capital | 36,586 | $4.79M | 0.82% | +247+0.7% | Added |
| Thompson Siegel & Walmsley LLC | 36,645 | $4.80M | 0.08% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 36,776 | $4.81M | 0.02% | −4,345−10.6% | Reduced |
| New Mexico Educational Retirement Board | 36,800 | $4.82M | 0.18% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 37,031 | $4.85M | 3.80% | +37,031 | New |
| Achmea Investment Management B.V. | 37,185 | $4.87M | 0.10% | −15,092−28.9% | Reduced |
| Wade G W & Inc | 37,268 | $4.88M | 0.16% | +1,786+5.0% | Added |
| Sawtooth Solutions, LLC | 37,304 | $4.88M | 0.13% | +9,412+33.7% | Added |
| Bleakley Financial Group, LLC | 37,373 | $4.89M | 0.16% | +9,481+34.0% | Added |
| Sandler Capital Management | 37,500 | $4.91M | 0.63% | +37,500 | New |
| First Interstate Bank | 37,576 | $4.92M | 0.36% | −415−1.1% | Reduced |
| Global Retirement Partners, LLC | 41,661 | $4.93M | 0.21% | −3,055−6.8% | Reduced |
| Graypoint LLC | 37,688 | $4.93M | 0.40% | +409+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,868 | $4.96M | 0.06% | +12,930+51.8% | Added |
| Iat Reinsurance Co Ltd. | 38,000 | $4.97M | 0.92% | 00.0% | Unchanged |
| Andra AP-fonden | 38,200 | $5.00M | 0.26% | −3,100−7.5% | Reduced |
| Bill Few Associates, Inc. | 38,226 | $5.00M | 2.28% | −500−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 38,410 | $5.03M | 0.03% | +174+0.5% | Added |
| Harbor Investment Advisory, LLC | 38,487 | $5.04M | 0.58% | +28+0.1% | Added |
| Jackson Wealth Management, LLC | 38,501 | $5.04M | 0.66% | −2,773−6.7% | Reduced |
| Carret Asset Management, LLC | 38,595 | $5.05M | 0.64% | −935−2.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 38,742 | $5.07M | 1.61% | +2,918+8.1% | Added |
| Resources Management Corp | 39,278 | $5.14M | 0.76% | +1,185+3.1% | Added |
| Ayrshire Capital Management LLC | 39,374 | $5.15M | 2.97% | +735+1.9% | Added |
| Hedeker Wealth, LLC | 39,463 | $5.17M | 1.63% | +3,314+9.2% | Added |
| Steel Peak Wealth Management LLC | 39,488 | $5.17M | 0.30% | −5,810−12.8% | Reduced |
| Wedbush Securities Inc | 39,498 | $5.17M | 0.23% | +1,748+4.6% | Added |
| Wolverine Trading, LLC | 39,524 | $5.17M | 0.04% | +11,941+43.3% | Added |
| Mirabaud Asset Management Ltd | 39,667 | $5.19M | 2.23% | +39,667 | New |
| Pinnacle Financial Partners Inc | 39,671 | $5.19M | 0.12% | +102+0.3% | Added |
| Paloma Partners Management Co | 39,709 | $5.20M | 0.86% | +39,296+9,514.8% | Added |
| Ellsworth Advisors, LLC | 39,792 | $5.21M | 1.65% | −1,551−3.8% | Reduced |
| Lake Street Advisors Group, LLC | 39,919 | $5.23M | 0.26% | −94−0.2% | Reduced |
| Davy Global Fund Management Ltd | 40,055 | $5.24M | 0.62% | +40,055 | New |
| Clearstead Advisors, LLC | 40,112 | $5.25M | 0.28% | −1,526−3.7% | Reduced |
| Werlinich Asset Management, LLC | 40,072 | $5.31M | 4.02% | −1,418−3.4% | Reduced |
| Soltis Investment Advisors LLC | 40,615 | $5.32M | 0.60% | +4,913+13.8% | Added |
| Thrivent Financial for Lutherans | 40,700 | $5.33M | 0.01% | −654−1.6% | Reduced |
| Greenwich Wealth Management LLC | 40,726 | $5.33M | 0.53% | +100.0% | Added |
| Edge Capital Group, LLC | 40,775 | $5.34M | 0.30% | +11,749+40.5% | Added |
| Coastal Bridge Advisors, LLC | 40,944 | $5.36M | 1.37% | −1,610−3.8% | Reduced |
| Snowden Capital Advisors LLC | 40,983 | $5.37M | 0.20% | −1,631−3.8% | Reduced |
| Caldwell Trust Co | 41,072 | $5.38M | 0.68% | +147+0.4% | Added |
| Kercheville Advisors, LLC | 41,199 | $5.39M | 3.03% | −1,050−2.5% | Reduced |
| Proficio Capital Partners LLC | 41,204 | $5.39M | 0.67% | −55−0.1% | Reduced |
| Bremer Bank National Association | 41,729 | $5.46M | 1.02% | +673+1.6% | Added |
| Duncker Streett & Co Inc | 41,957 | $5.49M | 1.16% | −100−0.2% | Reduced |
| Cross Staff Investments Inc | 42,042 | $5.50M | 4.88% | +243+0.6% | Added |
| Compass Wealth Management LLC | 42,148 | $5.52M | 1.54% | −2,517−5.6% | Reduced |
| Advisory Services Network, LLC | 42,499 | $5.56M | 0.14% | −795−1.8% | Reduced |
| Louisiana State Employees Retirement System | 43,000 | $5.63M | 0.12% | −1,000−2.3% | Reduced |
| Clear Harbor Asset Management, LLC | 43,318 | $5.67M | 0.54% | +1,313+3.1% | Added |
| SFE Investment Counsel | 43,401 | $5.68M | 1.48% | −2,483−5.4% | Reduced |