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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2,338 | $306.2K | 0.02% | +30+1.3% | Added |
| Rosenbaum Jay D. | 2,348 | $307.4K | 0.79% | −272−10.4% | Reduced |
| Maltin Wealth Management, Inc. | 2,351 | $307.8K | 0.20% | +6+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 2,351 | $307.8K | 0.03% | +1,851+370.2% | Added |
| Empirical Finance, LLC | 2,354 | $308.2K | 0.02% | +2,354 | New |
| Rise Advisors, LLC | 2,366 | $309.8K | 0.22% | +206+9.5% | Added |
| Nicholas Hoffman & Company, LLC. | 2,368 | $310.0K | 0.02% | −443−15.8% | Reduced |
| JNBA Financial Advisors | 2,369 | $310.1K | 0.04% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $311.6K | 0.08% | −10.0% | Reduced |
| Renasant Bank | 2,382 | $311.9K | 0.25% | −99−4.0% | Reduced |
| Altfest L J & Co Inc | 2,386 | $312.0K | 0.05% | −375−13.6% | Reduced |
| Truvestments Capital LLC | 2,384 | $312.1K | 0.14% | −1,693−41.5% | Reduced |
| Vise Technologies, Inc. | 2,390 | $312.9K | 0.07% | +353+17.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,397 | $313.8K | 0.02% | +140+6.2% | Added |
| Schwab Charitable Fund | 2,400 | $314.2K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,410 | $315.5K | 0.03% | −30−1.2% | Reduced |
| Versant Capital Management, Inc | 2,411 | $315.6K | 0.09% | +7+0.3% | Added |
| LWM Advisory Services, LLC | 2,421 | $317.0K | 0.28% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,423 | $317.3K | 0.10% | +2,423 | New |
| Nilsine Partners, LLC | 2,425 | $317.5K | 0.05% | −2,034−45.6% | Reduced |
| Reik & Co., LLC | 2,425 | $317.5K | 0.09% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 2,426 | $317.6K | 0.18% | −74−3.0% | Reduced |
| CFM Wealth Partners LLC | 2,431 | $318.3K | 0.07% | −14−0.6% | Reduced |
| Aprio Wealth Management, LLC | 2,436 | $318.9K | 0.07% | +268+12.4% | Added |
| Lantz Financial LLC | 2,450 | $320.8K | 0.12% | −26−1.1% | Reduced |
| Selective Wealth Management, Inc. | 2,614 | $321.3K | 0.16% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,457 | $321.7K | 0.29% | +12+0.5% | Added |
| Monograph Wealth Advisors, LLC | 2,472 | $323.6K | 0.06% | +137+5.9% | Added |
| Dorsey & Whitney Trust CO LLC | 2,488 | $325.7K | 0.02% | +137+5.8% | Added |
| Port Capital LLC | 2,490 | $326.0K | 0.02% | −45−1.8% | Reduced |
| Capital Advisors, Ltd. LLC | 2,500 | $327.0K | 0.05% | +133+5.6% | Added |
| Obsidian Personal Planning Solutions LLC | 2,500 | $327.3K | 0.25% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,500 | $327.3K | 0.05% | +500+25.0% | Added |
| Wealth Alliance | 2,506 | $328.0K | 0.05% | −1,087−30.3% | Reduced |
| BKD Wealth Advisors, LLC | 2,520 | $329.9K | 0.01% | −100−3.8% | Reduced |
| SC&H Financial Advisors, Inc. | 2,532 | $331.5K | 0.10% | −872−25.6% | Reduced |
| CRA Financial Services, LLC | 2,543 | $332.9K | 0.08% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 2,544 | $333.1K | 0.25% | −297−10.5% | Reduced |
| Signal Advisors Wealth, LLC | 2,550 | $333.8K | 0.12% | +2,550 | New |
| Investmark Advisory Group LLC | 2,555 | $334.5K | 0.20% | +53+2.1% | Added |
| McMahon Financial Advisors, LLC | 2,567 | $336.1K | 0.09% | +12+0.5% | Added |
| Personal Cfo Solutions, LLC | 2,570 | $336.5K | 0.06% | +65+2.6% | Added |
| Putnam Investments LLC | 2,587 | $338.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,590 | $339.1K | 0.02% | −127−4.7% | Reduced |
| Marino, Stram & Associates LLC | 2,592 | $339.3K | 0.09% | +96+3.8% | Added |
| Capital Performance Advisors LLP | 2,596 | $339.9K | 0.15% | −4−0.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,600 | $340.0K | 0.13% | 00.0% | Unchanged |
| Granger Management LLC | 2,600 | $340.4K | 0.12% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,601 | $340.5K | 0.11% | +2,601 | New |
| Essex LLC | 2,606 | $341.2K | 0.08% | −953−26.8% | Reduced |
| Patten & Patten Inc | 2,609 | $341.6K | 0.03% | +425+19.5% | Added |
| Avestar Capital, LLC | 2,609 | $341.6K | 0.04% | +2,609 | New |
| Capital Asset Advisory Services LLC | 2,611 | $341.9K | 0.02% | −30−1.1% | Reduced |
| Evermay Wealth Management LLC | 2,632 | $344.6K | 0.06% | −3−0.1% | Reduced |
| Meridian Wealth Management, LLC | 2,633 | $344.7K | 0.02% | −631−19.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,638 | $345.4K | 0.08% | −97−3.5% | Reduced |
| Delta Financial Group, Inc. | 2,653 | $347.0K | 0.11% | +20+0.8% | Added |
| Knightsbridge Asset Management, LLC | 2,654 | $347.5K | 0.10% | −953−26.4% | Reduced |
| Allstate Corp | 2,672 | $349.8K | 0.02% | −151−5.3% | Reduced |
| Triumph Capital Management | 2,715 | $355.4K | 0.15% | −3,991−59.5% | Reduced |
| Stokes Family Office, LLC | 2,717 | $355.7K | 0.05% | +149+5.8% | Added |
| Foster Victor Wealth Advisors, LLC | 2,914 | $356.5K | 0.04% | +2+0.1% | Added |
| Pegasus Partners Ltd. | 2,731 | $357.5K | 0.04% | −152−5.3% | Reduced |
| Boston Family Office LLC | 2,732 | $358.0K | 0.03% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,927 | $358.1K | 0.13% | +2,927 | New |
| Commerzbank Aktiengesellschaft | 2,741 | $359.0K | 0.01% | +2,741 | New |
| Arthur M. Cohen & Associates, LLC | 2,745 | $359.4K | 0.08% | +795+40.8% | Added |
| Custom Index Systems, LLC | 2,745 | $359.4K | 0.23% | +2,745 | New |
| RB Capital Management, LLC | 2,752 | $360.3K | 0.10% | +22+0.8% | Added |
| Charter Trust Co | 2,755 | $360.7K | 0.03% | −675−19.7% | Reduced |
| Equitable Trust Co | 2,760 | $361.3K | 0.03% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,770 | $362.6K | 0.27% | +22+0.8% | Added |
| Conning Inc. | 2,775 | $363.3K | 0.01% | +2,775 | New |
| Ridgecrest Wealth Partners, LLC | 2,780 | $364.0K | 0.24% | −10−0.4% | Reduced |
| Emfo, LLC | 2,782 | $364.2K | 0.34% | +10.0% | Added |
| Federated Hermes, Inc. | 2,782 | $364.2K | 0.00% | −1,046−27.3% | Reduced |
| Avondale Wealth Management | 2,800 | $366.6K | 0.30% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,817 | $368.8K | 0.09% | −610−17.8% | Reduced |
| First County Bank | 2,825 | $369.8K | 0.18% | +150+5.6% | Added |
| Am Investment Strategies LLC | 2,824 | $370.0K | 0.10% | +10.0% | Added |
| Kennedy Investment Group | 2,827 | $370.1K | 0.21% | +23+0.8% | Added |
| Harbour Capital Advisors, LLC | 3,025 | $370.1K | 0.10% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,828 | $370.2K | 0.11% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,830 | $370.5K | 0.05% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,145 | $371.9K | 0.21% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,845 | $372.5K | 0.11% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,888 | $378.1K | 0.07% | +425+17.3% | Added |
| Verum Partners LLC | 2,892 | $378.6K | 0.15% | +5+0.2% | Added |
| Anchor Investment Management, LLC | 2,895 | $379.0K | 0.04% | −300−9.4% | Reduced |
| Eagle Global Advisors LLC | 2,900 | $379.7K | 0.02% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 2,900 | $379.7K | 0.24% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,900 | $379.7K | 0.09% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,900 | $380.0K | 0.06% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,903 | $380.1K | 0.22% | −704−19.5% | Reduced |
| TFB Advisors LLC | 2,914 | $381.5K | 0.20% | −806−21.7% | Reduced |
| Redwood Wealth Management Group, LLC | 2,935 | $384.3K | 0.43% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,145 | $384.4K | 0.25% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,945 | $385.5K | 0.02% | −328−10.0% | Reduced |
| Ingalls & Snyder LLC | 2,961 | $388.0K | 0.02% | −57−1.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,987 | $391.1K | 0.15% | −238−7.4% | Reduced |