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 |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 43,880 | $5.74M | 0.96% | −1,871−4.1% | Reduced |
| Naples Global Advisors, LLC | 44,183 | $5.78M | 0.64% | −710−1.6% | Reduced |
| Beach Investment Counsel Inc | 44,566 | $5.83M | 0.72% | −5,770−11.5% | Reduced |
| MAI Capital Management | 44,873 | $5.87M | 0.08% | +736+1.7% | Added |
| Securian Asset Management, Inc | 44,912 | $5.88M | 0.17% | −6,020−11.8% | Reduced |
| JustInvest LLC | 45,413 | $5.95M | 0.15% | +7,269+19.1% | Added |
| Royal Fund Management, LLC | 45,597 | $5.97M | 0.76% | −8,735−16.1% | Reduced |
| HM Payson & Co | 45,850 | $6.00M | 0.12% | −1,675−3.5% | Reduced |
| ProVise Management Group, LLC | 46,412 | $6.08M | 0.52% | −100−0.2% | Reduced |
| Fiduciary Group LLC | 47,952 | $6.28M | 0.74% | −1,315−2.7% | Reduced |
| Meyer Handelman Co | 48,200 | $6.31M | 0.25% | −8,900−15.6% | Reduced |
| Covington Investment Advisors Inc. | 48,235 | $6.32M | 1.15% | −5,250−9.8% | Reduced |
| Rathbone Brothers plc | 48,367 | $6.33M | 0.04% | −1,125−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 48,739 | $6.38M | 0.58% | −4,519−8.5% | Reduced |
| Nordea Investment Management AB | 48,755 | $6.39M | 0.01% | +1,312+2.8% | Added |
| Security National Bank | 48,843 | $6.39M | 1.44% | +594+1.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 49,085 | $6.43M | 4.66% | −850−1.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 49,106 | $6.43M | 0.79% | +9,989+25.5% | Added |
| Narwhal Capital Management | 49,682 | $6.50M | 0.71% | −8,300−14.3% | Reduced |
| Steamboat Capital Partners, LLC | 50,407 | $6.60M | 2.48% | −8,290−14.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 50,700 | $6.64M | 0.07% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 50,718 | $6.64M | 0.32% | +2,551+5.3% | Added |
| Beta Wealth Group, Inc. | 51,051 | $6.68M | 3.50% | −7,495−12.8% | Reduced |
| Vishria Bird Financial Group, LLC | 51,053 | $6.68M | 3.16% | −497−1.0% | Reduced |
| BigSur Wealth Management LLC | 51,135 | $6.69M | 3.19% | +1,400+2.8% | Added |
| Act Two Investors LLC | 51,368 | $6.73M | 1.45% | +2,416+4.9% | Added |
| Venture Visionary Partners LLC | 51,681 | $6.77M | 0.36% | −5,943−10.3% | Reduced |
| Axxcess Wealth Management, LLC | 51,704 | $6.77M | 0.20% | +3,225+6.7% | Added |
| United Capital Financial Advisers, LLC | 52,133 | $6.83M | 0.06% | −38,484−42.5% | Reduced |
| Welch Group, LLC | 52,514 | $6.88M | 0.37% | +187+0.4% | Added |
| AE Wealth Management LLC | 55,583 | $6.92M | 0.04% | −9,131−14.1% | Reduced |
| American Century Companies Inc | 53,432 | $7.00M | 0.00% | +902+1.7% | Added |
| Bulltick Wealth Management, LLC | 53,775 | $7.04M | 1.61% | −3,440−6.0% | Reduced |
| Marietta Wealth Management, LLC | 54,775 | $7.17M | 1.28% | −404−0.7% | Reduced |
| QRG Capital Management, Inc. | 54,969 | $7.20M | 0.11% | +11,761+27.2% | Added |
| Motco | 55,152 | $7.22M | 0.46% | −8,758−13.7% | Reduced |
| Wulff, Hansen & Co. | 59,767 | $7.22M | 8.02% | −11,275−15.9% | Reduced |
| Fifth Third Bancorp | 55,256 | $7.23M | 0.03% | +3,183+6.1% | Added |
| Oregon Public Employees Retirement Fund | 55,448 | $7.26M | 0.13% | +548+1.0% | Added |
| Maryland State Retirement & Pension System | 55,475 | $7.26M | 0.15% | +591+1.1% | Added |
| Harbour Trust & Investment Management Co | 55,724 | $7.30M | 1.03% | +55,724 | New |
| Focused Wealth Management, Inc | 56,522 | $7.40M | 1.22% | −1,454−2.5% | Reduced |
| Natixis Advisors, L.P. | 56,584 | $7.41M | 0.02% | +6,233+12.4% | Added |
| Triangle Securities Wealth Management | 56,775 | $7.43M | 2.31% | −908−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 56,811 | $7.44M | 0.14% | +751+1.3% | Added |
| Kentucky Retirement Systems | 56,851 | $7.44M | 0.23% | +1,910+3.5% | Added |
| Allen Capital Group, LLC | 57,018 | $7.46M | 1.24% | −18,108−24.1% | Reduced |
| Pacer Advisors, Inc. | 57,613 | $7.54M | 0.02% | +12,878+28.8% | Added |
| Teacher Retirement System of Texas | 57,863 | $7.58M | 0.05% | +3,155+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 57,962 | $7.59M | 0.07% | −2,142−3.6% | Reduced |
| Westwood Holdings Group Inc. | 58,151 | $7.61M | 0.06% | −41,063−41.4% | Reduced |
| Ellis Investment Partners, LLC | 58,844 | $7.70M | 1.79% | −25,882−30.5% | Reduced |
| Beacon Pointe Advisors, LLC | 58,987 | $7.72M | 0.09% | −12,222−17.2% | Reduced |
| Cornerstone Wealth Management, LLC | 59,684 | $7.81M | 0.67% | −1,215−2.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $7.86M | 0.11% | +60,000 | New |
| B. Metzler seel. Sohn & Co. AG | 60,358 | $7.90M | 0.10% | −4,051−6.3% | Reduced |
| Bridge Creek Capital Management LLC | 60,622 | $7.94M | 2.76% | −561−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 60,646 | $7.94M | 0.22% | −4,051−6.3% | Reduced |
| Bragg Financial Advisors, Inc | 60,871 | $7.97M | 0.38% | +5,625+10.2% | Added |
| SG Americas Securities, LLC | 61,230 | $8.02M | 0.09% | −15,840−20.6% | Reduced |
| Great Valley Advisor Group, Inc. | 61,676 | $8.07M | 0.28% | −2,624−4.1% | Reduced |
| Transcend Wealth Collective, LLC | 61,854 | $8.10M | 0.72% | −1,421−2.2% | Reduced |
| Elo Mutual Pension Insurance Co | 61,966 | $8.11M | 0.22% | +2,869+4.9% | Added |
| Stony Point Wealth Management Inc. | 62,003 | $8.12M | 3.76% | −887−1.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 62,253 | $8.15M | 6.52% | −97−0.2% | Reduced |
| Private Wealth Partners, LLC | 62,274 | $8.15M | 0.69% | −15,047−19.5% | Reduced |
| Oppenheimer Asset Management Inc. | 62,330 | $8.16M | 0.11% | −3,619−5.5% | Reduced |
| Equitable Holdings, Inc. | 62,689 | $8.21M | 0.10% | +2,843+4.8% | Added |
| Apollon Wealth Management, LLC | 63,087 | $8.26M | 0.29% | +5,278+9.1% | Added |
| Embree Financial Group | 63,482 | $8.31M | 1.75% | +63,482 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 64,245 | $8.41M | 0.11% | +582+0.9% | Added |
| O'Rourke & Company, Inc | 64,405 | $8.43M | 5.44% | +1,579+2.5% | Added |
| Moors & Cabot, Inc. | 64,468 | $8.44M | 0.53% | −424−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 64,991 | $8.51M | 0.22% | +630+1.0% | Added |
| AXA S.A. | 66,234 | $8.67M | 0.03% | +5,356+8.8% | Added |
| Calamos Advisors LLC | 66,544 | $8.71M | 0.04% | −210.0% | Reduced |
| Garrison Bradford & Associates Inc | 66,610 | $8.72M | 9.62% | +409+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 66,788 | $8.74M | 0.01% | +8,210+14.0% | Added |
| Cottage Street Advisors LLC | 67,586 | $8.75M | 5.92% | −212−0.3% | Reduced |
| PEAK6 Investments LLC | 67,193 | $8.80M | 0.38% | +44,015+189.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 67,511 | $8.84M | 0.53% | +2,105+3.2% | Added |
| Old Point Trust & Financial Services N A | 67,625 | $8.85M | 3.57% | −2,455−3.5% | Reduced |
| Griffin Asset Management, Inc. | 68,221 | $8.93M | 1.13% | −7,612−10.0% | Reduced |
| Northeast Financial Consultants Inc | 68,245 | $8.93M | 0.49% | −5,541−7.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 69,050 | $9.04M | 1.87% | −1,754−2.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 69,190 | $9.06M | 1.03% | −95,800−58.1% | Reduced |
| Daiwa Securities Group Inc. | 69,471 | $9.10M | 0.06% | +7,159+11.5% | Added |
| Stratos Wealth Partners, LTD. | 69,694 | $9.12M | 0.17% | +50+0.1% | Added |
| DuPont Capital Management Corp | 71,172 | $9.32M | 0.81% | −1,851−2.5% | Reduced |
| Independent Advisor Alliance | 71,465 | $9.36M | 0.34% | −376−0.5% | Reduced |
| KCM Investment Advisors LLC | 71,478 | $9.36M | 0.37% | +9,813+15.9% | Added |
| Tranquility Partners, LLC | 71,591 | $9.37M | 3.93% | −9,883−12.1% | Reduced |
| GWM Advisors LLC | 75,023 | $9.48M | 0.09% | −6,457−7.9% | Reduced |
| Integrated Advisors Network LLC | 72,624 | $9.51M | 0.54% | −1,694−2.3% | Reduced |
| Peapack Gladstone Financial Corp | 73,737 | $9.65M | 0.16% | +1,996+2.8% | Added |
| TruWealth Advisors, LLC | 74,295 | $9.73M | 0.74% | +466+0.6% | Added |
| Argent Trust Co | 74,729 | $9.78M | 0.49% | +861+1.2% | Added |
| Clarkston Capital Partners, LLC | 75,325 | $9.86M | 0.18% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 75,367 | $9.87M | 0.23% | −667−0.9% | Reduced |
| SOL Capital Management CO | 75,700 | $9.91M | 1.35% | −200−0.3% | Reduced |