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
- 713 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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 1,272 | $167.0K | 0.08% | −389−23.4% | Reduced |
| Delta Asset Management LLC | 1,280 | $167.6K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,300 | $170.2K | 0.01% | +1,200+1,200.0% | Added |
| HHM Wealth Advisors, LLC | 1,303 | $170.6K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,353 | $177.1K | 0.06% | 00.0% | Unchanged |
| ORG Partners LLC | 1,351 | $177.2K | 0.03% | +1,289+2,079.0% | Added |
| Ronald Blue Trust, Inc. | 1,684 | $180.0K | 0.00% | +654+63.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,450 | $180.5K | 0.00% | −2,199−60.3% | Reduced |
| Arlington Trust Co LLC | 1,390 | $182.0K | 0.05% | +1,390 | New |
| Kathleen S. Wright Associates Inc. | 1,400 | $183.3K | 0.09% | −200−12.5% | Reduced |
| Hoertkorn Richard Charles | 1,400 | $183.3K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,470 | $192.5K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,500 | $196.4K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,528 | $200.0K | 0.03% | +1,528 | New |
| Morris Retirement Advisors, LLC | 1,533 | $200.8K | 0.13% | +1,533 | New |
| Savvy Advisors, Inc. | 1,539 | $201.5K | 0.20% | +1,539 | New |
| BIP Wealth, LLC | 1,550 | $202.9K | 0.02% | +1,550 | New |
| Single Point Partners, LLC | 1,548 | $203.0K | 0.05% | +1,548 | New |
| TCG Advisory Services, LLC | 1,552 | $203.2K | 0.01% | +1,552 | New |
| Shufro Rose & Co LLC | 1,900 | $203.6K | 0.02% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,560 | $204.2K | 0.08% | +1,560 | New |
| Asset Advisors Investment Management, LLC | 1,570 | $205.5K | 0.03% | +1,570 | New |
| New Potomac Partners, LLC | 1,576 | $206.4K | 0.12% | +1,576 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,586 | $207.6K | 0.02% | +786+98.3% | Added |
| Lee Danner & Bass Inc | 1,588 | $208.0K | 0.02% | +1,588 | New |
| Plancorp, LLC | 1,597 | $209.1K | 0.01% | +1,597 | New |
| BNP Paribas Arbitrage, SA | 1,600 | $209.5K | 0.00% | +1,600 | New |
| Signature Estate & Investment Advisors LLC | 1,605 | $210.0K | 0.01% | +1,605 | New |
| Cedar Brook Financial Partners, LLC | 1,752 | $210.1K | 0.05% | +1,752 | New |
| Regent Peak Wealth Advisors LLC | 1,612 | $211.0K | 0.06% | +1,612 | New |
| First Bank & Trust | 1,616 | $211.6K | 0.05% | +1,616 | New |
| Camelot Portfolios, LLC | 1,618 | $211.8K | 0.13% | +1,618 | New |
| Kapstone Financial Advisors LLC | 1,716 | $211.9K | 0.17% | +1,716 | New |
| Quadrant Capital Group LLC | 1,619 | $212.0K | 0.02% | +510+46.0% | Added |
| Integral Investment Advisors, Inc. | 1,622 | $212.3K | 0.14% | +1,622 | New |
| X-Square Capital, LLC | 1,626 | $213.0K | 0.12% | −16,497−91.0% | Reduced |
| New Century Financial Group, LLC | 1,628 | $213.1K | 0.18% | +1,628 | New |
| Skopos Labs, Inc. | 1,631 | $213.5K | 0.10% | +1,631 | New |
| Strategic Advisors LLC | 1,643 | $215.2K | 0.04% | +1,643 | New |
| Advisory Alpha, LLC | 1,650 | $216.1K | 0.01% | +1,650 | New |
| Satovsky Asset Management LLC | 1,652 | $216.3K | 0.07% | +1,652 | New |
| Quadcap Wealth Management, LLC | 1,654 | $216.5K | 0.06% | +1,654 | New |
| GHP Investment Advisors, Inc. | 1,656 | $216.7K | 0.01% | +14+0.9% | Added |
| Aveo Capital Partners, LLC | 1,659 | $217.2K | 0.03% | +1,659 | New |
| My Legacy Advisors, LLC | 1,814 | $217.5K | 0.08% | +1,814 | New |
| RIA Advisory Group LLC | 1,670 | $218.7K | 0.10% | +1,670 | New |
| Morningstar Investment Management LLC | 1,672 | $219.0K | 0.03% | −497−22.9% | Reduced |
| Watershed Private Wealth LLC | 1,680 | $219.9K | 0.12% | +1,680 | New |
| LVW Advisors, LLC | 1,682 | $220.2K | 0.04% | +1,682 | New |
| First Horizon Advisors, Inc. | 1,682 | $220.2K | 0.01% | +43+2.6% | Added |
| Hohimer Wealth Management, LLC | 1,683 | $220.3K | 0.06% | +1,683 | New |
| Norden Group LLC | 1,683 | $220.4K | 0.04% | −723−30.0% | Reduced |
| Symphony Financial, Ltd. Co. | 1,864 | $220.4K | 0.05% | −95−4.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,692 | $221.5K | 0.05% | +15+0.9% | Added |
| Jackson Hole Capital Partners, LLC | 1,698 | $222.3K | 0.06% | +1,698 | New |
| PDS Planning, Inc | 1,699 | $222.4K | 0.03% | +1,699 | New |
| Guyasuta Investment Advisors Inc | 1,700 | $222.6K | 0.02% | +1,700 | New |
| Butensky & Cohen Financial Security, Inc | 1,700 | $222.6K | 0.07% | +1,700 | New |
| Centennial Bank | 1,702 | $222.8K | 0.13% | +196+13.0% | Added |
| McDaniel Terry & Co | 1,700 | $223.0K | 0.02% | +1,700 | New |
| JFS Wealth Advisors, LLC | 1,709 | $223.7K | 0.02% | +182+11.9% | Added |
| Novare Capital Management LLC | 1,710 | $223.9K | 0.02% | +1,710 | New |
| Madison Asset Management, LLC | 1,721 | $225.3K | 0.00% | −279−14.0% | Reduced |
| Chesapeake Wealth Management | 1,723 | $225.6K | 0.09% | +1,723 | New |
| Park Edge Advisors, LLC | 1,726 | $226.0K | 0.08% | +1,726 | New |
| Doheny Asset Management | 1,725 | $226.0K | 0.22% | +1,725 | New |
| Safeguard Investment Advisory Group, LLC | 1,729 | $226.4K | 0.09% | +1,729 | New |
| V-Square Quantitative Management LLC | 1,730 | $226.5K | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 1,733 | $226.8K | 0.02% | +1,733 | New |
| Hoxton Planning & Management, LLC | 1,739 | $228.0K | 0.12% | +1,739 | New |
| Sachetta, LLC | 1,745 | $228.5K | 0.11% | +1,745 | New |
| Delta Financial Advisors LLC | 1,748 | $228.8K | 0.10% | +1,748 | New |
| City State Bank | 1,747 | $229.0K | 0.11% | 00.0% | Unchanged |
| Trust Investment Advisors | 1,750 | $229.1K | 0.18% | +1,750 | New |
| Massmutual Trust Co FSB | 1,757 | $230.0K | 0.01% | +190+12.1% | Added |
| Summit Global Investments | 1,763 | $231.0K | 0.02% | +1,763 | New |
| WealthShield Partners, LLC | 1,765 | $231.0K | 0.04% | +1,765 | New |
| Oakworth Capital, Inc. | 1,770 | $231.7K | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,772 | $232.0K | 0.02% | +1,772 | New |
| Clarity Capital Partners LLC | 1,785 | $233.7K | 0.16% | +1,785 | New |
| Rakuten Investment Management, Inc. | 1,756 | $233.8K | 0.00% | +1,756 | New |
| Parkside Advisors LLC | 1,787 | $234.0K | 0.06% | +1,787 | New |
| HCR Wealth Advisors | 1,787 | $234.0K | 0.04% | +1,787 | New |
| Childress Capital Advisors, LLC | 1,788 | $234.1K | 0.07% | +114+6.8% | Added |
| Culbertson A N & Co Inc | 1,800 | $235.7K | 0.04% | +1,800 | New |
| Peddock Capital Advisors, LLC | 1,801 | $235.8K | 0.07% | +1,801 | New |
| Kolinsky Wealth Management, LLC | 1,806 | $236.4K | 0.21% | +1,806 | New |
| Change Path, LLC | 1,817 | $238.0K | 0.02% | +1,817 | New |
| Banque Pictet & Cie SA | 1,820 | $238.3K | 0.00% | −2,500−57.9% | Reduced |
| JSF Financial, LLC | 1,822 | $238.6K | 0.08% | +1,822 | New |
| Rockland Trust Co | 1,825 | $238.9K | 0.01% | +1,825 | New |
| Brown Capital Management LLC | 1,830 | $239.6K | 0.00% | +1,830 | New |
| Cidel Asset Management Inc | 1,855 | $242.9K | 0.01% | +1,855 | New |
| Farmers & Merchants Investments Inc | 1,859 | $243.4K | 0.01% | −1,020−35.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,859 | $243.4K | 0.14% | −457−19.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,861 | $243.6K | 0.04% | −908−32.8% | Reduced |
| Saxon Interests, Inc. | 1,863 | $244.0K | 0.12% | +1,863 | New |
| Full Sail Capital, LLC | 1,865 | $244.2K | 0.02% | +1,865 | New |
| CX Institutional | 1,870 | $244.8K | 0.01% | +1,870 | New |
| Trust Co of Vermont | 1,875 | $245.5K | 0.02% | −150−7.4% | Reduced |