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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 3,777 | $494.5K | 0.48% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $497.5K | 0.08% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,803 | $497.9K | 0.15% | −372−8.9% | Reduced |
| Valmark Advisers, Inc. | 3,804 | $498.0K | 0.01% | −171−4.3% | Reduced |
| Townsend Asset Management Corp | 3,809 | $498.6K | 0.23% | +4+0.1% | Added |
| Perennial Investment Advisors, LLC | 3,838 | $502.7K | 0.08% | +632+19.7% | Added |
| Wagner Wealth Management, LLC | 3,840 | $502.7K | 0.17% | +52+1.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,860 | $505.4K | 0.28% | −475−11.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,875 | $507.3K | 0.04% | −305−7.3% | Reduced |
| Advus Financial Partners, LLC | 3,905 | $511.2K | 0.18% | −201−4.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,912 | $512.2K | 0.12% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 3,918 | $512.9K | 0.40% | −1,175−23.1% | Reduced |
| Covey Capital Advisors, LLC | 3,920 | $513.2K | 0.65% | 00.0% | Unchanged |
| Burney Co | 3,946 | $516.6K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,965 | $519.1K | 0.01% | −2,700−40.5% | Reduced |
| Regatta Capital Group, LLC | 3,975 | $520.4K | 0.14% | −441−10.0% | Reduced |
| Trueblood Wealth Management, LLC | 3,985 | $521.7K | 0.33% | +3,985 | New |
| Simon Quick Advisors, LLC | 3,988 | $522.1K | 0.05% | +34+0.9% | Added |
| Lion Street Advisors, LLC | 3,996 | $523.3K | 0.21% | −5,052−55.8% | Reduced |
| Diversified Portfolios, Inc. | 4,000 | $523.7K | 0.08% | −20.0% | Reduced |
| Trillium Asset Management, LLC | 4,009 | $525.0K | 0.01% | +2,078+107.6% | Added |
| First Heartland Consultants, Inc. | 4,028 | $527.0K | 0.06% | −98−2.4% | Reduced |
| Tandem Investment Advisors, Inc. | 4,035 | $528.0K | 0.02% | +59+1.5% | Added |
| Annex Advisory Services, LLC | 4,035 | $528.4K | 0.02% | −1,587−28.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 4,081 | $534.3K | 0.11% | −412−9.2% | Reduced |
| Larson Financial Group LLC | 4,084 | $534.6K | 0.05% | −35−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,085 | $534.8K | 0.04% | +130+3.3% | Added |
| Manchester Capital Management LLC | 4,085 | $534.8K | 0.07% | +340+9.1% | Added |
| Leonteq Securities AG | 4,103 | $537.2K | 0.07% | −950−18.8% | Reduced |
| Cornerstone Advisory, LLC | 4,115 | $538.7K | 0.08% | +182+4.6% | Added |
| Logan Capital Management Inc | 4,125 | $540.0K | 0.03% | +1,125+37.5% | Added |
| Spinnaker Investment Group, LLC | 4,134 | $541.3K | 0.16% | −1,504−26.7% | Reduced |
| Accurate Wealth Management, LLC | 4,525 | $542.6K | 0.17% | +28+0.6% | Added |
| Sweet Financial Partners, LLC | 4,153 | $543.7K | 0.13% | +10.0% | Added |
| Operose Advisors LLC | 4,164 | $545.1K | 0.22% | +19+0.5% | Added |
| West Bancorporation Inc | 4,173 | $546.3K | 0.35% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,175 | $546.6K | 0.06% | +57+1.4% | Added |
| Bienville Capital Management, LLC | 4,202 | $550.1K | 0.17% | 00.0% | Unchanged |
| Cutler Group LP | 4,231 | $553.0K | 0.08% | −4,366−50.8% | Reduced |
| MJP Associates Inc | 4,253 | $556.9K | 0.15% | +534+14.4% | Added |
| Lindbrook Capital, LLC | 4,256 | $557.2K | 0.06% | +534+14.3% | Added |
| BOS Asset Management, LLC | 4,257 | $557.3K | 0.38% | −540−11.3% | Reduced |
| Cora Capital Advisors LLC | 4,276 | $559.8K | 0.33% | +12+0.3% | Added |
| Guinness Asset Management LTD | 4,308 | $564.0K | 0.01% | +153+3.7% | Added |
| Premier Path Wealth Partners, LLC | 4,325 | $566.2K | 0.13% | +4,325 | New |
| Clear Creek Financial Management, LLC | 4,326 | $566.4K | 0.09% | +1,270+41.6% | Added |
| Wimmer Associates 1, LLC | 4,343 | $568.6K | 0.32% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 4,350 | $569.5K | 0.46% | −1,000−18.7% | Reduced |
| Grey Street Capital, LLC | 4,369 | $572.0K | 0.27% | +225+5.4% | Added |
| Fiduciary Family Office, LLC | 4,420 | $578.8K | 0.25% | +4,420 | New |
| Curi Capital | 4,440 | $581.3K | 0.08% | −223−4.8% | Reduced |
| BSW Wealth Partners | 4,472 | $585.5K | 0.12% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,482 | $586.8K | 0.15% | +4,482 | New |
| Gradient Capital Advisors, LLC | 4,487 | $587.4K | 0.22% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 4,499 | $589.0K | 0.47% | −151−3.2% | Reduced |
| Moloney Securities Asset Management, LLC | 4,499 | $589.1K | 0.09% | −153−3.3% | Reduced |
| MGB Wealth Management, LLC | 4,500 | $589.1K | 0.30% | +4,500 | New |
| Alerus Financial NA | 4,501 | $589.3K | 0.05% | −172−3.7% | Reduced |
| Lebenthal Global Advisors, LLC | 4,507 | $590.0K | 0.14% | +4,507 | New |
| Paragon Private Wealth Management, LLC | 4,508 | $590.2K | 0.41% | −209−4.4% | Reduced |
| RMB Capital Management, LLC | 4,531 | $593.2K | 0.02% | +86+1.9% | Added |
| Hilltop Holdings Inc. | 4,577 | $599.1K | 0.07% | −867−15.9% | Reduced |
| Johnson Financial Group, Inc. | 4,577 | $599.2K | 0.03% | +1,909+71.6% | Added |
| LexAurum Advisors, LLC | 4,598 | $602.0K | 0.16% | +1,600+53.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,600 | $602.2K | 0.36% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,610 | $604.0K | 0.26% | −419−8.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,626 | $605.6K | 0.02% | +4,626 | New |
| Camden Capital, LLC | 4,656 | $609.6K | 0.06% | +154+3.4% | Added |
| First American Trust, FSB | 4,682 | $613.0K | 0.08% | −415−8.1% | Reduced |
| Fisher Asset Management, LLC | 4,688 | $613.8K | 0.00% | +459+10.9% | Added |
| BBR Partners, LLC | 4,694 | $614.5K | 0.06% | +10.0% | Added |
| Perkins Coie Trust Co | 4,697 | $614.9K | 0.16% | −209−4.3% | Reduced |
| Birinyi Associates Inc | 4,698 | $615.0K | 0.22% | −92−1.9% | Reduced |
| Kozak & Associates, Inc. | 5,207 | $615.7K | 0.20% | +41+0.8% | Added |
| Warren Averett Asset Management, LLC | 4,739 | $620.4K | 0.02% | +822+21.0% | Added |
| Angeles Investment Advisors, LLC | 4,749 | $621.7K | 0.04% | +68+1.5% | Added |
| Arcus Capital Partners, LLC | 4,750 | $621.9K | 0.22% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 4,814 | $630.2K | 0.57% | +4,814 | New |
| Summit Financial, LLC | 4,830 | $632.3K | 0.04% | +249+5.4% | Added |
| Godsey & Gibb Associates | 4,837 | $633.3K | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 4,840 | $633.7K | 0.01% | −300−5.8% | Reduced |
| Wedmont Private Capital | 5,218 | $638.4K | 0.05% | +198+3.9% | Added |
| Morton Capital Management LLC | 4,902 | $641.8K | 0.19% | +6+0.1% | Added |
| Revolve Wealth Partners, LLC | 4,907 | $642.4K | 0.12% | +55+1.1% | Added |
| Financial Partners Group, Inc | 4,917 | $643.7K | 0.12% | −54−1.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,929 | $645.3K | 0.26% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 4,948 | $647.8K | 0.46% | +4,948 | New |
| NorthStar Asset Management LLC | 4,959 | $649.3K | 0.59% | +4,959 | New |
| Salem Investment Counselors Inc | 4,965 | $650.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $654.6K | 0.00% | −61−1.2% | Reduced |
| LSP Investment Advisors, LLC | 5,000 | $654.6K | 0.31% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,010 | $655.9K | 0.33% | +4,660+1,331.4% | Added |
| Davis R M Inc | 5,011 | $656.0K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,048 | $660.9K | 0.36% | −1,361−21.2% | Reduced |
| Smithfield Trust Co | 5,059 | $662.0K | 0.04% | −106−2.1% | Reduced |
| 1620 Investment Advisors, Inc. | 5,062 | $662.7K | 0.73% | +12+0.2% | Added |
| Seamount Financial Group Inc | 5,063 | $662.8K | 0.63% | +5,063 | New |
| Intrua Financial, LLC | 5,091 | $666.5K | 0.10% | +5,091 | New |
| FFT Wealth Management LLC | 5,094 | $666.9K | 0.06% | +99+2.0% | Added |
| Alan B. Lancz & Associates, Inc. | 5,100 | $667.7K | 0.70% | −250−4.7% | Reduced |