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 |
|---|---|---|---|---|---|
| Onefund, LLC | 1,879 | $246.0K | 0.32% | +1,879 | New |
| Blankinship & Foster, LLC | 1,880 | $246.1K | 0.07% | +1,880 | New |
| Bouchey Financial Group Ltd | 1,883 | $246.5K | 0.03% | −341−15.3% | Reduced |
| ZWJ Investment Counsel Inc | 1,889 | $247.3K | 0.01% | +2+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,900 | $248.7K | 0.03% | −33−1.7% | Reduced |
| Alta Advisers Ltd | 1,900 | $248.7K | 0.13% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,900 | $248.7K | 0.02% | +1,900 | New |
| Wealthsource Partners, LLC | 1,903 | $249.1K | 0.02% | −1,396−42.3% | Reduced |
| NinePointTwo Capital | 1,914 | $250.0K | 0.10% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,913 | $250.4K | 0.13% | +1,575+466.0% | Added |
| Cadinha & Co LLC | 1,925 | $252.1K | 0.04% | +1,925 | New |
| W Advisors, LLC | 1,926 | $252.2K | 0.19% | 00.0% | Unchanged |
| Lee Financial Co | 1,936 | $253.5K | 0.04% | −142−6.8% | Reduced |
| Glassman Wealth Services | 1,949 | $255.1K | 0.04% | −221−10.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,950 | $255.3K | 0.05% | −200−9.3% | Reduced |
| Legacy Bridge, LLC | 1,955 | $255.9K | 0.17% | −620−24.1% | Reduced |
| Woodward Diversified Capital, LLC | 1,960 | $256.5K | 0.16% | +6+0.3% | Added |
| Builder Investment Group Inc | 1,961 | $256.7K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,960 | $257.0K | 0.00% | −84−4.1% | Reduced |
| Traphagen Investment Advisors LLC | 1,963 | $257.1K | 0.03% | +22+1.1% | Added |
| Blue Investment Partners LLC | 1,967 | $257.5K | 0.17% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,973 | $258.3K | 0.03% | +53+2.8% | Added |
| Mraz, Amerine & Associates, Inc. | 1,975 | $258.6K | 0.05% | −458−18.8% | Reduced |
| Objective Capital Management, LLC | 1,995 | $261.2K | 0.20% | +12+0.6% | Added |
| Main Street Financial Solutions, LLC | 1,998 | $261.6K | 0.03% | −161−7.5% | Reduced |
| PACK Private Wealth, LLC | 2,000 | $261.8K | 0.18% | 00.0% | Unchanged |
| Searle & Co. | 2,000 | $261.8K | 0.07% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,000 | $261.8K | 0.04% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,000 | $261.8K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,000 | $261.8K | 0.21% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,001 | $261.9K | 0.02% | +67+3.5% | Added |
| Philadelphia Trust Co | 2,000 | $262.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,005 | $262.5K | 0.18% | +1,687+530.5% | Added |
| Essex Savings Bank | 2,013 | $263.5K | 0.08% | +2,013 | New |
| Callan Family Office, LLC | 2,018 | $264.2K | 0.07% | +46+2.3% | Added |
| Portside Wealth Group, LLC | 2,019 | $264.3K | 0.05% | −26−1.3% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,023 | $264.9K | 0.12% | +2,023 | New |
| All Terrain Financial Advisors, LLC | 2,027 | $265.3K | 0.12% | +14+0.7% | Added |
| Certified Advisory Corp | 2,030 | $265.7K | 0.04% | −11,893−85.4% | Reduced |
| Koss-Olinger Consulting, LLC | 2,033 | $266.0K | 0.03% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,032 | $266.1K | 0.18% | +10.0% | Added |
| Scissortail Wealth Management, LLC | 2,082 | $266.1K | 0.08% | +2,082 | New |
| Icon Wealth Advisors, LLC | 2,038 | $266.8K | 0.03% | +2,038 | New |
| Voisard Asset Management Group, Inc. | 2,039 | $266.9K | 0.16% | +2,039 | New |
| Two Sigma Securities, LLC | 2,039 | $266.9K | 0.01% | +2,039 | New |
| Wolff Financial Management LLC | 2,040 | $267.0K | 0.08% | +2+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 2,162 | $267.2K | 0.11% | −120−5.3% | Reduced |
| Dover Advisors, LLC | 2,050 | $268.4K | 0.35% | −40−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,053 | $268.8K | 0.03% | +64+3.2% | Added |
| Empower Advisory Group, LLC | 2,070 | $271.0K | 0.00% | +2,070 | New |
| Titleist Asset Management, LLC | 2,072 | $271.3K | 0.05% | −88−4.1% | Reduced |
| Act Wealth Management, LLC | 2,080 | $272.4K | 0.15% | −1,265−37.8% | Reduced |
| Confluence Wealth Services, Inc. | 2,080 | $272.4K | 0.03% | −369−15.1% | Reduced |
| PFG Advisors | 2,081 | $272.4K | 0.02% | −24−1.1% | Reduced |
| Romano Brothers and Company | 2,086 | $273.1K | 0.04% | −2,283−52.3% | Reduced |
| Alpha Financial Partners, LLC | 2,090 | $273.6K | 0.27% | −675−24.4% | Reduced |
| Madden Securities Corp | 2,090 | $273.6K | 0.14% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,220 | $274.2K | 0.01% | +2,220 | New |
| Associated Banc-Corp | 2,095 | $274.3K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,096 | $274.4K | 0.03% | −53−2.5% | Reduced |
| Pictet & Cie (Europe) SA | 2,100 | $274.9K | 0.01% | −300−12.5% | Reduced |
| Greenland Capital Management LP | 2,100 | $274.9K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,103 | $275.3K | 0.10% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,105 | $275.6K | 0.10% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,105 | $275.8K | 0.07% | +6+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,107 | $276.0K | 0.02% | +41+2.0% | Added |
| Signet Financial Management, LLC | 2,108 | $276.0K | 0.04% | −531−20.1% | Reduced |
| WMS Partners, LLC | 2,114 | $276.8K | 0.02% | −9,006−81.0% | Reduced |
| Abbrea Capital, LLC | 2,115 | $277.0K | 0.04% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,119 | $277.5K | 0.03% | −520−19.7% | Reduced |
| IPG Investment Advisors LLC | 2,125 | $278.2K | 0.06% | −464−17.9% | Reduced |
| GSB Wealth Management, LLC | 2,135 | $279.5K | 0.09% | −100−4.5% | Reduced |
| Peak Financial Management, Inc. | 2,142 | $280.5K | 0.09% | +13+0.6% | Added |
| OneAscent Financial Services LLC | 2,145 | $281.0K | 0.03% | +20+0.9% | Added |
| Oak Ridge Investments LLC | 2,147 | $281.1K | 0.03% | +2,147 | New |
| Carnegie Capital Asset Management, LLC | 2,149 | $281.3K | 0.01% | −541−20.1% | Reduced |
| Millennium Capital Advisors, LLC | 2,150 | $281.5K | 0.22% | +200+10.3% | Added |
| Gagnon Securities LLC | 2,155 | $282.1K | 0.07% | −48−2.2% | Reduced |
| Teamwork Financial Advisors, LLC | 2,156 | $282.3K | 0.05% | −297−12.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,163 | $283.1K | 0.02% | +55+2.6% | Added |
| Landmark Financial Advisors, LLC | 2,176 | $284.9K | 0.10% | −78−3.5% | Reduced |
| Smith Anglin Financial, LLC | 2,182 | $285.7K | 0.03% | +15+0.7% | Added |
| IFG Advisory, LLC | 2,197 | $287.7K | 0.02% | +21+1.0% | Added |
| One Capital Management, LLC | 2,200 | $288.0K | 0.01% | −262−10.6% | Reduced |
| Montag A & Associates Inc | 2,214 | $289.9K | 0.02% | +609+37.9% | Added |
| Concentric Wealth Management, LLC | 2,215 | $290.0K | 0.08% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,222 | $290.9K | 0.14% | −399−15.2% | Reduced |
| Legacy Private Trust Co. | 2,230 | $292.0K | 0.02% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 2,245 | $292.0K | 0.34% | +2,245 | New |
| Keystone Wealth Services, LLC | 2,231 | $292.1K | 0.10% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,250 | $294.6K | 0.18% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,254 | $295.0K | 0.01% | −871−27.9% | Reduced |
| Prestige Wealth Management Group LLC | 2,271 | $297.3K | 0.07% | +2,161+1,964.5% | Added |
| Robertson Stephens Wealth Management, LLC | 2,274 | $297.7K | 0.02% | −1,711−42.9% | Reduced |
| Vista Capital Partners, Inc. | 2,278 | $298.2K | 0.04% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 2,288 | $299.5K | 0.00% | −15,226−86.9% | Reduced |
| L2 Asset Management, LLC | 2,293 | $300.2K | 0.12% | +1,852+420.0% | Added |
| Clear Street Markets LLC | 2,300 | $301.0K | 0.12% | −102−4.2% | Reduced |
| Seven Mile Advisory | 2,303 | $301.5K | 0.26% | +2,303 | New |
| Bristlecone Advisors, LLC | 2,310 | $302.4K | 0.03% | 00.0% | Unchanged |