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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 75,712 | $9.91M | 0.56% | +25,825+51.8% | Added |
| Chartwell Investment Partners, LLC | 76,072 | $9.96M | 0.35% | −3,521−4.4% | Reduced |
| JRM Investment Counsel, LLC | 76,271 | $9.99M | 3.65% | −650−0.8% | Reduced |
| State of Alaska, Department of Revenue | 76,735 | $10.0M | 0.12% | −7,605−9.0% | Reduced |
| National Asset Management, Inc. | 77,303 | $10.1M | 0.27% | +559+0.7% | Added |
| Mercer Global Advisors Inc | 77,454 | $10.1M | 0.03% | +7,687+11.0% | Added |
| Community Bank & Trust, Waco, Texas | 77,729 | $10.2M | 2.77% | +1,556+2.0% | Added |
| Hilton Capital Management, LLC | 78,500 | $10.3M | 1.10% | +50+0.1% | Added |
| Atria Investments LLC | 78,654 | $10.3M | 0.16% | +991+1.3% | Added |
| Advisors Asset Management, Inc. | 79,046 | $10.3M | 0.21% | −3,809−4.6% | Reduced |
| FineMark National Bank & Trust | 79,383 | $10.4M | 0.43% | −1,030−1.3% | Reduced |
| GFG Capital, LLC | 79,726 | $10.4M | 2.81% | +269+0.3% | Added |
| Bleichroeder LP | 80,000 | $10.5M | 2.33% | 00.0% | Unchanged |
| Davenport & Co LLC | 80,153 | $10.5M | 0.07% | +170+0.2% | Added |
| British Columbia Investment Management Corp | 81,706 | $10.7M | 0.09% | +17,502+27.3% | Added |
| CWA Asset Management Group, LLC | 81,890 | $10.7M | 0.73% | −366−0.4% | Reduced |
| Nissay Asset Management Corp | 82,167 | $10.8M | 0.09% | +3,068+3.9% | Added |
| M&G Investment Management Ltd | 82,133 | $10.8M | 0.06% | −3,646−4.3% | Reduced |
| Telemus Capital, LLC | 82,423 | $10.8M | 0.89% | +1,595+2.0% | Added |
| Perigon Wealth Management, LLC | 82,707 | $10.8M | 0.35% | −14,062−14.5% | Reduced |
| Atria Wealth Solutions, Inc. | 83,252 | $10.9M | 0.14% | −8,332−9.1% | Reduced |
| Cetera Investment Advisers | 84,758 | $11.1M | 0.09% | −5,840−6.4% | Reduced |
| Colonial Trust Advisors | 84,916 | $11.1M | 1.18% | +1,261+1.5% | Added |
| Appleton Partners Inc | 85,228 | $11.2M | 0.90% | +41,619+95.4% | Added |
| Consolidated Investment Group LLC | 86,229 | $11.3M | 1.99% | 00.0% | Unchanged |
| Mark Asset Management LP | 86,445 | $11.3M | 1.84% | −15,752−15.4% | Reduced |
| Jane Street Group, LLC | 86,530 | $11.3M | 0.01% | −555,232−86.5% | Reduced |
| Mirador Capital Partners LP | 86,638 | $11.3M | 2.40% | −1,008−1.2% | Reduced |
| St Germain D J Co Inc | 88,204 | $11.5M | 0.60% | +4,974+6.0% | Added |
| Kavar Capital Partners Group, LLC | 88,668 | $11.6M | 1.30% | +43,809+97.7% | Added |
| ING Groep NV | 89,529 | $11.7M | 0.09% | +426+0.5% | Added |
| ARS Investment Partners, LLC | 90,229 | $11.8M | 1.31% | −6,541−6.8% | Reduced |
| Basswood Capital Management, L.L.C. | 91,358 | $12.0M | 0.77% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 92,961 | $12.2M | 2.28% | +108+0.1% | Added |
| South Street Advisors LLC | 93,035 | $12.2M | 2.28% | −120.0% | Reduced |
| Yousif Capital Management, LLC | 93,085 | $12.2M | 0.14% | −7,280−7.3% | Reduced |
| Adalta Capital Management LLC | 93,166 | $12.2M | 7.38% | −1,125−1.2% | Reduced |
| Account Management LLC | 93,171 | $12.2M | 14.59% | −6,000−6.1% | Reduced |
| Cozad Asset Management Inc | 93,405 | $12.2M | 1.41% | −3,884−4.0% | Reduced |
| Abn Amro Investment Solutions | 94,226 | $12.3M | 0.22% | −21,000−18.2% | Reduced |
| Yarbrough Capital, LLC | 94,255 | $12.3M | 0.65% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 95,095 | $12.4M | 0.14% | −4,142−4.2% | Reduced |
| Pathstone Holdings, LLC | 95,534 | $12.5M | 0.07% | +95,534 | New |
| Jacobson & Schmitt Advisors, LLC | 96,381 | $12.6M | 3.19% | −701−0.7% | Reduced |
| Princeton Global Asset Management LLC | 97,764 | $12.8M | 3.22% | +905+0.9% | Added |
| Sargent Investment Group, LLC | 97,781 | $12.8M | 2.80% | −8,230−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 99,134 | $13.0M | 0.18% | +5,585+6.0% | Added |
| Sandy Spring Bank | 99,152 | $13.0M | 0.65% | −1,543−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 101,294 | $13.3M | 0.01% | −3,934−3.7% | Reduced |
| Becker Capital Management Inc | 101,518 | $13.3M | 0.48% | −2,810−2.7% | Reduced |
| Schroder Investment Management Group | 102,061 | $13.4M | 0.02% | +15,090+17.4% | Added |
| Capital International Ltd | 102,413 | $13.4M | 0.69% | +5,322+5.5% | Added |
| Fort Sheridan Advisors LLC | 102,899 | $13.5M | 2.69% | +9,505+10.2% | Added |
| Tocqueville Asset Management L.P. | 103,513 | $13.6M | 0.25% | −2,722−2.6% | Reduced |
| Ithaka Group LLC | 104,353 | $13.7M | 2.70% | −2,690−2.5% | Reduced |
| Canal Capital Management, LLC | 104,699 | $13.7M | 2.54% | +4,730+4.7% | Added |
| Public Employees Retirement Association of Colorado | 106,425 | $13.9M | 0.06% | −2,761−2.5% | Reduced |
| Private Capital Advisors, Inc. | 106,723 | $14.0M | 2.13% | −1,216−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 108,417 | $14.2M | 0.18% | +74,128+216.2% | Added |
| Whittier Trust Co of Nevada Inc | 109,248 | $14.3M | 0.46% | −1,759−1.6% | Reduced |
| New York Life Investment Management LLC | 110,790 | $14.5M | 0.15% | +747+0.7% | Added |
| Public Sector Pension Investment Board | 110,872 | $14.5M | 0.11% | −53,049−32.4% | Reduced |
| Rheos Capital Works Inc. | 112,000 | $14.7M | 0.81% | +112,000 | New |
| Stratos Wealth Advisors, LLC | 113,438 | $14.9M | 0.86% | +944+0.8% | Added |
| Parsons Capital Management Inc | 113,809 | $14.9M | 1.06% | +297+0.3% | Added |
| Capital International Sarl | 114,312 | $15.0M | 0.56% | +17,935+18.6% | Added |
| Scotia Capital Inc. | 115,311 | $15.1M | 0.10% | −15,733−12.0% | Reduced |
| Squarepoint Ops LLC | 117,754 | $15.4M | 0.06% | +98,488+511.2% | Added |
| Oppenheimer & Co Inc | 118,299 | $15.5M | 0.28% | −9,537−7.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 120,825 | $15.8M | 0.24% | +29,365+32.1% | Added |
| Utah Retirement Systems | 123,600 | $16.2M | 0.21% | +700+0.6% | Added |
| Czech National Bank | 124,468 | $16.3M | 0.23% | +418+0.3% | Added |
| Gamco Investors, Inc. Et Al | 125,769 | $16.5M | 0.18% | −1,712−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 126,453 | $16.6M | 0.06% | +699+0.6% | Added |
| Amplius Wealth Advisors, LLC | 127,877 | $16.7M | 2.02% | −1,002−0.8% | Reduced |
| Washington Trust Co | 127,959 | $16.8M | 0.66% | +6,601+5.4% | Added |
| Cullen/Frost Bankers, Inc. | 128,126 | $16.8M | 0.26% | +3,981+3.2% | Added |
| Captrust Financial Advisors | 128,171 | $16.8M | 0.06% | +672+0.5% | Added |
| Ieq Capital, LLC | 128,224 | $16.8M | 0.28% | +1,172+0.9% | Added |
| Forsta Ap-Fonden | 130,000 | $17.0M | 0.17% | −4,400−3.3% | Reduced |
| Independent Financial Group, LLC | 130,281 | $17.1M | 0.91% | −19,162−12.8% | Reduced |
| Hoylecohen, LLC | 130,598 | $17.1M | 1.40% | −1,016−0.8% | Reduced |
| Perfromance Wealth Partners, LLC | 132,246 | $17.3M | 0.76% | −19,292−12.7% | Reduced |
| Vantage Investment Partners, LLC | 133,493 | $17.5M | 1.74% | −1,345−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 132,574 | $17.5M | 0.16% | +13,061+10.9% | Added |
| Nisa Investment Advisors, LLC | 137,578 | $18.0M | 0.13% | +78,979+134.8% | Added |
| Texas Yale Capital Corp. | 137,893 | $18.1M | 0.86% | +2,714+2.0% | Added |
| Wellington Shields Capital Management, LLC | 139,918 | $18.3M | 2.29% | −22,063−13.6% | Reduced |
| IFM Investors Pty Ltd | 140,880 | $18.4M | 0.22% | −1,574−1.1% | Reduced |
| Kestra Advisory Services, LLC | 141,652 | $18.5M | 0.15% | +8,952+6.7% | Added |
| Gradient Investments LLC | 141,694 | $18.6M | 0.45% | −139,368−49.6% | Reduced |
| Bank of Nova Scotia | 144,410 | $18.9M | 0.04% | +63,131+77.7% | Added |
| First Long Island Investors, LLC | 145,214 | $19.0M | 1.69% | −509−0.3% | Reduced |
| ProShare Advisors LLC | 146,717 | $19.2M | 0.06% | −9,598−6.1% | Reduced |
| Texas Permanent School Fund | 147,165 | $19.3M | 0.17% | +514+0.4% | Added |
| Cresset Asset Management, LLC | 148,625 | $19.5M | 0.12% | −10,328−6.5% | Reduced |
| Grand Jean Capital Management Inc | 149,783 | $19.6M | 5.86% | +1,829+1.2% | Added |
| Edgemoor Investment Advisors, Inc. | 154,189 | $20.2M | 2.11% | −2,461−1.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 154,561 | $20.2M | 0.25% | −5,000−3.1% | Reduced |
| Chilton Investment Co LLC | 154,856 | $20.3M | 0.60% | +6,592+4.4% | Added |