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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 2,996 | $392.2K | 0.09% | +2,996 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $392.8K | 0.28% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,000 | $392.8K | 0.10% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,000 | $392.8K | 0.30% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,003 | $393.2K | 0.02% | −170−5.4% | Reduced |
| Regal Investment Advisors LLC | 3,006 | $393.6K | 0.03% | +221+7.9% | Added |
| Silvia McColl Wealth Management, LLC | 3,009 | $393.9K | 0.35% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,038 | $397.8K | 0.16% | +181+6.3% | Added |
| Wealth Alliance Advisory Group, LLC | 3,045 | $398.7K | 0.10% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,069 | $401.8K | 0.01% | +53+1.8% | Added |
| Pacific Global Investment Management CO | 3,074 | $402.4K | 0.08% | −2,032−39.8% | Reduced |
| Keystone Financial Group | 3,079 | $403.1K | 0.07% | −293−8.7% | Reduced |
| Channel Wealth LLC | 3,082 | $403.5K | 0.19% | −35−1.1% | Reduced |
| Bigelow Investment Advisors, LLC | 3,085 | $403.9K | 0.22% | +76+2.5% | Added |
| Greenleaf Trust | 3,088 | $404.3K | 0.00% | +742+31.6% | Added |
| Intech Investment Management LLC | 3,099 | $405.7K | 0.01% | −37,364−92.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,100 | $405.9K | 0.05% | −100−3.1% | Reduced |
| IFP Advisors, Inc | 3,107 | $406.7K | 0.02% | −45,149−93.6% | Reduced |
| SYSTM Wealth Solutions LLC | 3,113 | $407.6K | 0.06% | +22+0.7% | Added |
| Rappaport Reiches Capital Management, LLC | 3,127 | $409.4K | 0.15% | +16+0.5% | Added |
| Iron Financial, LLC | 3,142 | $411.4K | 0.23% | −300−8.7% | Reduced |
| Howard Financial Services, Ltd. | 3,144 | $411.6K | 0.08% | +17+0.5% | Added |
| MSH Capital Advisors LLC | 3,158 | $413.5K | 0.15% | −582−15.6% | Reduced |
| APCM Wealth Management for Individuals | 3,161 | $413.8K | 0.07% | −39−1.2% | Reduced |
| Hofer & Associates. Inc | 3,161 | $413.8K | 0.38% | 00.0% | Unchanged |
| Fragasso Group Inc. | 3,164 | $414.3K | 0.04% | +77+2.5% | Added |
| Glen Eagle Advisors, LLC | 3,175 | $415.7K | 0.09% | −12−0.4% | Reduced |
| Westshore Wealth, LLC | 3,176 | $415.8K | 0.19% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,179 | $416.2K | 0.25% | −101−3.1% | Reduced |
| Brighton Jones LLC | 3,196 | $418.4K | 0.02% | +72+2.3% | Added |
| Courier Capital LLC | 3,200 | $418.9K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,200 | $418.9K | 0.21% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,202 | $419.2K | 0.08% | −572−15.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,211 | $420.4K | 0.03% | +140+4.6% | Added |
| Wesbanco Bank Inc | 3,222 | $421.8K | 0.02% | −115−3.4% | Reduced |
| Charles Schwab Trust Co | 3,222 | $421.8K | 0.04% | +3,222 | New |
| Northside Capital Management, LLC | 3,226 | $422.4K | 0.13% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,235 | $423.6K | 0.01% | −314−8.8% | Reduced |
| Westpac Banking Corp | 3,236 | $423.7K | 0.03% | −613−15.9% | Reduced |
| Great Lakes Advisors, LLC | 3,238 | $423.9K | 0.00% | +142+4.6% | Added |
| Marest Capital, LLC | 3,239 | $424.1K | 0.43% | +3,239 | New |
| Stanley-Laman Group, Ltd. | 3,242 | $424.4K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,266 | $427.6K | 0.09% | 00.0% | Unchanged |
| South State Corp. | 3,280 | $429.4K | 0.04% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,281 | $429.5K | 0.06% | −60−1.8% | Reduced |
| Westmount Partners, LLC | 3,299 | $432.0K | 0.18% | −987−23.0% | Reduced |
| Hamilton Capital Partners Inc. | 3,300 | $432.0K | 0.09% | −3,000−47.6% | Reduced |
| Univest Financial Corp | 3,320 | $434.7K | 0.13% | +95+2.9% | Added |
| Benjamin Edwards Inc | 3,330 | $436.0K | 0.10% | +1,298+63.9% | Added |
| Park National Corp | 3,335 | $436.6K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 3,340 | $437.3K | 0.04% | +3,340 | New |
| Keel Point, LLC | 3,342 | $437.6K | 0.05% | +78+2.4% | Added |
| Garden State Investment Advisory Services LLC | 3,347 | $438.1K | 0.18% | +29+0.9% | Added |
| Marshall Financial Group LLC | 3,355 | $439.2K | 0.14% | 00.0% | Unchanged |
| Slow Capital, Inc. | 3,417 | $447.3K | 0.08% | −592−14.8% | Reduced |
| Sigma Investment Counselors Inc | 3,428 | $448.8K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,428 | $448.8K | 0.05% | +25+0.7% | Added |
| BLB&B Advisors, LLC | 3,466 | $453.8K | 0.03% | −20−0.6% | Reduced |
| Family Management Corp | 3,474 | $454.8K | 0.09% | +54+1.6% | Added |
| Oak Hill Wealth Advisors, LLC | 3,477 | $455.2K | 0.16% | −300−7.9% | Reduced |
| Eagle Wealth Strategies LLC | 3,484 | $456.1K | 0.28% | +3,484 | New |
| Cypress Wealth Services, LLC | 3,494 | $457.4K | 0.11% | +7+0.2% | Added |
| Merrion Investment Management Co, LLC | 3,500 | $458.2K | 0.36% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,510 | $459.5K | 0.05% | +237+7.2% | Added |
| Exencial Wealth Advisors, LLC | 3,510 | $459.6K | 0.02% | +193+5.8% | Added |
| StrategIQ Financial Group, LLC | 3,516 | $460.3K | 0.05% | −10−0.3% | Reduced |
| Fundamentun, LLC | 3,517 | $460.4K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,527 | $461.8K | 0.02% | +10.0% | Added |
| Bernardo Wealth Planning LLC | 3,528 | $461.9K | 0.15% | −186−5.0% | Reduced |
| GAMMA Investing LLC | 3,712 | $462.0K | 0.13% | +3,712 | New |
| Blackston Financial Advisory Group, LLC | 3,535 | $462.8K | 0.29% | −1,180−25.0% | Reduced |
| Penserra Capital Management LLC | 3,546 | $463.0K | 0.01% | −433−10.9% | Reduced |
| Schnieders Capital Management LLC | 3,538 | $463.2K | 0.10% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,540 | $463.4K | 0.24% | +10.0% | Added |
| Armstrong Advisory Group, Inc | 3,545 | $464.1K | 0.05% | 00.0% | Unchanged |
| Select Asset Management & Trust | 3,550 | $465.0K | 0.23% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 3,560 | $466.1K | 0.11% | −911−20.4% | Reduced |
| Janney Capital Management LLC | 3,564 | $467.0K | 0.03% | +42+1.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,596 | $470.8K | 0.01% | −257−6.7% | Reduced |
| Fairhaven Wealth Management, LLC | 3,602 | $471.5K | 0.17% | +5+0.1% | Added |
| Enterprise Bank & Trust Co | 3,603 | $471.7K | 0.17% | −1,587−30.6% | Reduced |
| Valued Retirements, Inc. | 3,611 | $472.8K | 0.82% | +3,611 | New |
| IVC Wealth Advisors LLC | 3,621 | $474.1K | 0.29% | −150−4.0% | Reduced |
| Poehling Capital Management, LLC | 3,625 | $474.6K | 0.15% | −1,879−34.1% | Reduced |
| Fairfield, Bush & Co. | 3,636 | $476.0K | 0.28% | −323−8.2% | Reduced |
| Jarislowsky, Fraser Ltd | 3,648 | $477.6K | 0.00% | +3,648 | New |
| Glass Jacobson Investment Advisors llc | 3,653 | $478.2K | 0.20% | −153−4.0% | Reduced |
| Lincoln Capital Corp | 3,663 | $479.6K | 0.23% | −240−6.1% | Reduced |
| Mosley Wealth Management | 3,672 | $480.7K | 0.47% | +3,672 | New |
| Moody Aldrich Partners LLC | 3,687 | $482.7K | 0.09% | +30+0.8% | Added |
| Proequities, Inc. | 3,698 | $484.2K | 0.03% | −325−8.1% | Reduced |
| Mayfair Advisory Group, LLC | 3,776 | $484.3K | 0.41% | +100+2.7% | Added |
| SlateStone Wealth, LLC | 3,711 | $486.0K | 0.06% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3,714 | $486.2K | 0.13% | −1,040−21.9% | Reduced |
| Sentry Investment Management LLC | 3,719 | $487.0K | 0.21% | −400−9.7% | Reduced |
| Mattern Wealth Management LLC | 3,725 | $487.7K | 0.13% | +300+8.8% | Added |
| M3 Advisory Group, LLC | 3,729 | $488.2K | 0.57% | +3,729 | New |
| Fort Point Capital Partners LLC | 3,745 | $490.3K | 0.08% | −25−0.7% | Reduced |
| Plotkin Financial Advisors, LLC | 3,759 | $492.1K | 0.37% | −1,100−22.6% | Reduced |
| Parkside Financial Bank & Trust | 3,776 | $494.3K | 0.09% | +226+6.4% | Added |