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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 5,108 | $668.7K | 0.06% | −131−2.5% | Reduced |
| Ellevest, Inc. | 5,132 | $671.9K | 0.05% | +103+2.0% | Added |
| Willner & Heller, LLC | 5,178 | $677.9K | 0.76% | +5,178 | New |
| Verus Capital Partners, LLC | 5,191 | $679.6K | 0.08% | −253−4.6% | Reduced |
| Impax Asset Management Group plc | 5,200 | $680.8K | 0.00% | +5,200 | New |
| Meridian Wealth Advisors, LLC | 5,235 | $685.4K | 0.15% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,255 | $688.0K | 0.05% | −112−2.1% | Reduced |
| Geneos Wealth Management Inc. | 5,257 | $688.3K | 0.03% | −140−2.6% | Reduced |
| Overbrook Management Corp | 5,285 | $691.9K | 0.14% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,292 | $692.8K | 0.01% | +5,292 | New |
| Mill Creek Capital Advisors, LLC | 5,295 | $693.2K | 0.02% | +5,295 | New |
| TRUE Private Wealth Advisors | 5,296 | $693.4K | 0.09% | −250−4.5% | Reduced |
| David R. Rahn & Associates Inc. | 5,320 | $696.5K | 0.29% | +270+5.3% | Added |
| Burns J W & Co Inc | 5,325 | $697.1K | 0.10% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,362 | $697.5K | 0.07% | +790+17.3% | Added |
| Quantbot Technologies LP | 5,342 | $699.4K | 0.04% | +5,342 | New |
| Harvest Fund Management Co., Ltd | 5,351 | $701.0K | 0.11% | −1,040−16.3% | Reduced |
| Colonial River Wealth Management, LLC | 5,359 | $701.6K | 0.42% | −1,250−18.9% | Reduced |
| CAPROCK Group, Inc. | 5,360 | $701.7K | 0.04% | +431+8.7% | Added |
| Octavia Wealth Advisors, LLC | 5,398 | $706.6K | 0.12% | +102+1.9% | Added |
| Claro Advisors LLC | 5,416 | $709.1K | 0.15% | −143−2.6% | Reduced |
| Heritage Wealth Advisors | 5,421 | $709.7K | 0.04% | −384−6.6% | Reduced |
| McDonald Partners LLC | 5,437 | $711.8K | 0.21% | +10.0% | Added |
| Montecito Bank & Trust | 5,439 | $712.1K | 0.15% | +970+21.7% | Added |
| Vaughan & Co Securities, Inc. | 5,440 | $712.2K | 0.48% | −2,300−29.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,459 | $714.7K | 0.04% | +600+12.3% | Added |
| Visionary Wealth Advisors | 5,462 | $715.1K | 0.05% | −182−3.2% | Reduced |
| KMG Fiduciary Partners, LLC | 5,467 | $715.7K | 0.08% | −216−3.8% | Reduced |
| Inscription Capital, LLC | 5,468 | $715.9K | 0.20% | −3,286−37.5% | Reduced |
| Curbstone Financial Management Corp | 5,480 | $717.4K | 0.16% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,494 | $719.2K | 0.16% | +110+2.0% | Added |
| Sapient Capital LLC | 5,510 | $721.4K | 0.02% | +5,510 | New |
| BluePath Capital Management, LLC | 5,946 | $722.6K | 0.64% | +544+10.1% | Added |
| Powell Investment Advisors, LLC | 5,520 | $722.7K | 0.40% | 00.0% | Unchanged |
| Old Port Advisors | 5,523 | $723.1K | 0.24% | +422+8.3% | Added |
| Cullen Capital Management LLC | 5,571 | $729.4K | 0.01% | +2,135+62.1% | Added |
| Altus Wealth Group LLC | 5,577 | $730.1K | 0.40% | +5,577 | New |
| Oak Harbor Wealth Partners, LLC | 5,579 | $730.4K | 0.25% | 00.0% | Unchanged |
| WBH Advisory Inc | 5,579 | $730.4K | 0.08% | −630−10.1% | Reduced |
| Quad-Cities Investment Group, LLC | 5,975 | $730.9K | 0.45% | +4+0.1% | Added |
| IHT Wealth Management, LLC | 5,588 | $731.6K | 0.03% | −1,311−19.0% | Reduced |
| Gilman Hill Asset Management, LLC | 5,600 | $733.2K | 0.14% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,604 | $733.7K | 0.32% | +108+2.0% | Added |
| Belpointe Asset Management LLC | 5,614 | $735.0K | 0.06% | −979−14.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,638 | $738.1K | 0.36% | −288−4.9% | Reduced |
| MONECO Advisors, LLC | 5,667 | $742.0K | 0.14% | −774−12.0% | Reduced |
| NBC Securities, Inc. | 5,669 | $742.0K | 0.07% | −30−0.5% | Reduced |
| Bartlett & Co. LLC | 5,575 | $742.0K | 0.01% | +801+16.8% | Added |
| Bartlett & Co. Wealth Management LLC | 5,575 | $742.2K | 0.01% | +801+16.8% | Added |
| Partners Capital Investment Group, LLP | 5,669 | $742.2K | 0.02% | −364−6.0% | Reduced |
| Old National Bancorp | 5,670 | $742.3K | 0.02% | −1,000−15.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,676 | $743.1K | 0.03% | +1,191+26.6% | Added |
| OMNI 360 Wealth, Inc. | 5,683 | $744.0K | 0.69% | +5,683 | New |
| Chicago Trust Co NA | 5,727 | $749.8K | 0.17% | −2,165−27.4% | Reduced |
| Close Asset Management Ltd | 5,729 | $750.0K | 0.03% | −24−0.4% | Reduced |
| Next Capital Management LLC | 5,743 | $752.0K | 0.32% | −8,361−59.3% | Reduced |
| Leo Wealth, LLC | 5,880 | $755.1K | 0.08% | +5,880 | New |
| SageView Advisory Group, LLC | 5,956 | $757.6K | 0.03% | −9,992−62.7% | Reduced |
| Kensington Investment Counsel, LLC | 5,812 | $760.9K | 0.40% | +116+2.0% | Added |
| Riverview Capital Advisers, LLC | 5,835 | $763.9K | 0.29% | +5,835 | New |
| Shelton Capital Management | 5,844 | $765.1K | 0.02% | +5,844 | New |
| Tyche Wealth Partners LLC | 5,847 | $765.5K | 0.18% | +5,847 | New |
| Busey Wealth Management | 5,847 | $765.5K | 0.03% | +268+4.8% | Added |
| Van Cleef Asset Management,Inc | 5,850 | $765.9K | 0.11% | −164−2.7% | Reduced |
| Samalin Investment Counsel, LLC | 5,853 | $766.4K | 0.39% | −60−1.0% | Reduced |
| AdvisorNet Financial, Inc | 5,856 | $766.7K | 0.07% | +333+6.0% | Added |
| Ausdal Financial Partners, Inc. | 5,859 | $767.1K | 0.09% | +2,142+57.6% | Added |
| Aptus Capital Advisors, LLC | 5,889 | $771.0K | 0.02% | +220+3.9% | Added |
| UniSuper Management Pty Ltd | 5,890 | $771.1K | 0.01% | +790+15.5% | Added |
| Executive Wealth Management, LLC | 5,910 | $773.8K | 0.07% | +3,172+115.9% | Added |
| Brookstone Capital Management | 5,915 | $774.4K | 0.02% | +523+9.7% | Added |
| Beaumont Asset Management, L.L.C. | 5,926 | $775.8K | 0.55% | +11+0.2% | Added |
| Sage Mountain Advisors LLC | 5,940 | $777.6K | 0.09% | +321+5.7% | Added |
| Waddell & Associates, LLC | 5,940 | $777.7K | 0.10% | −18−0.3% | Reduced |
| Sax Wealth Advisors, LLC | 5,946 | $778.4K | 0.13% | +20.0% | Added |
| Ferguson Wellman Capital Management, Inc | 5,992 | $784.5K | 0.02% | −133−2.2% | Reduced |
| Quantinno Capital Management LP | 5,993 | $785.0K | 0.03% | −4,027−40.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $785.5K | 0.27% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 6,000 | $785.5K | 0.06% | +6,000 | New |
| First PREMIER Bank | 6,000 | $786.0K | 0.22% | 00.0% | Unchanged |
| Retirement Group, LLC | 6,007 | $786.4K | 0.32% | −2,058−25.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,090 | $797.3K | 0.20% | −236−3.7% | Reduced |
| Per Stirling Capital Management, LLC. | 6,127 | $802.1K | 0.15% | −1,298−17.5% | Reduced |
| LM Advisors LLC | 6,129 | $802.4K | 0.16% | +6,129 | New |
| Pathway Financial Advisers, LLC | 6,130 | $802.6K | 0.31% | −171−2.7% | Reduced |
| Boltwood Capital Management | 6,138 | $803.6K | 0.27% | +25+0.4% | Added |
| Morningstar Investment Services LLC | 6,062 | $807.0K | 0.00% | +3,178+110.2% | Added |
| Galvin, Gaustad & Stein, LLC | 6,180 | $809.1K | 0.08% | −1,038−14.4% | Reduced |
| Csenge Advisory Group | 6,188 | $810.2K | 0.05% | +6,188 | New |
| Advisory Research Inc | 6,222 | $814.6K | 0.13% | −4,276−40.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,232 | $815.9K | 0.34% | +6,232 | New |
| Carmel Capital Partners, LLC | 6,263 | $820.0K | 0.42% | −2,073−24.9% | Reduced |
| WNY Asset Management, LLC | 6,280 | $822.2K | 0.14% | −28−0.4% | Reduced |
| Citadel Advisors LLC | 6,298 | $824.5K | 0.00% | −2,360−27.3% | Reduced |
| IAM Advisory, LLC | 6,299 | $824.7K | 0.26% | −864−12.1% | Reduced |
| Coldstream Capital Management Inc | 6,324 | $827.9K | 0.02% | +952+17.7% | Added |
| Prentice Wealth Management LLC | 6,338 | $829.8K | 0.32% | +141+2.3% | Added |
| Quadrant Private Wealth Management, LLC | 6,342 | $830.3K | 0.23% | +1,473+30.3% | Added |
| Viawealth, LLC | 6,355 | $832.0K | 0.57% | −562−8.1% | Reduced |
| Live Oak Investment Partners | – | $836.2K | 0.76% | – | – |