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 |
|---|---|---|---|---|---|
| Aviso Wealth Management | 6,398 | $837.6K | 0.61% | +6,398 | New |
| Balentine LLC | 6,427 | $841.4K | 0.03% | +908+16.5% | Added |
| Schmidt P J Investment Management Inc | 6,792 | $846.0K | 0.17% | −529−7.2% | Reduced |
| NTV Asset Management LLC | 6,490 | $849.7K | 0.14% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 6,527 | $854.5K | 0.50% | +136+2.1% | Added |
| Illinois Municipal Retirement Fund | 6,527 | $855.0K | 0.01% | +6,527 | New |
| Sunbelt Securities, Inc. | 6,570 | $860.2K | 0.11% | +6+0.1% | Added |
| Callan Capital, LLC | 6,577 | $861.1K | 0.08% | −2,914−30.7% | Reduced |
| RW Investment Management LLC | 6,600 | $864.1K | 0.13% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 6,625 | $867.3K | 0.76% | −835−11.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,630 | $868.0K | 0.17% | +703+11.9% | Added |
| Virtue Capital Management, LLC | 7,157 | $873.2K | 0.18% | +265+3.8% | Added |
| Harbour Investments, Inc. | 6,740 | $882.5K | 0.04% | +1,078+19.0% | Added |
| Cullen Investment Group, Ltd. | 6,774 | $886.8K | 0.16% | +6,774 | New |
| Northwest Bank & Trust Co | 6,786 | $888.4K | 0.80% | +6,786 | New |
| Jmac Enterprises LLC | 6,800 | $890.3K | 0.19% | 00.0% | Unchanged |
| Forte Capital LLC | 6,818 | $892.6K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,880 | $900.7K | 0.06% | +986+16.7% | Added |
| Haverford Trust Co | 6,883 | $901.1K | 0.01% | +41+0.6% | Added |
| Sage Rhino Capital LLC | 6,891 | $902.2K | 0.23% | +105+1.5% | Added |
| Element Wealth, LLC | 6,898 | $903.1K | 0.57% | +5+0.1% | Added |
| NBT Bank N A | 6,946 | $909.4K | 0.07% | +1,214+21.2% | Added |
| Linscomb & Williams, Inc. | 6,974 | $913.1K | 0.05% | −385−5.2% | Reduced |
| Gables Capital Management Inc. | 6,980 | $913.8K | 0.57% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,000 | $916.4K | 0.72% | −55−0.8% | Reduced |
| Mather Group, LLC. | 7,026 | $919.9K | 0.01% | +4,993+245.6% | Added |
| WealthTrust Axiom LLC | 7,037 | $921.3K | 0.31% | +21+0.3% | Added |
| HBK Sorce Advisory LLC | 7,049 | $922.9K | 0.04% | −640−8.3% | Reduced |
| Tower Bridge Advisors | 7,056 | $923.8K | 0.08% | −211−2.9% | Reduced |
| Excalibur Management Corp | 7,082 | $927.2K | 0.44% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 7,144 | $935.3K | 0.68% | +57+0.8% | Added |
| Lewis Asset Management, LLC | 7,160 | $937.3K | 0.86% | +7,160 | New |
| Westwood Wealth Management | 7,175 | $939.4K | 0.72% | +25+0.3% | Added |
| Alterity Financial Group, LLC | 7,184 | $940.6K | 1.35% | −129−1.8% | Reduced |
| Empire Financial Management Company, LLC | 7,187 | $941.0K | 0.37% | +115+1.6% | Added |
| LCNB Corp | 7,199 | $942.5K | 0.37% | −35−0.5% | Reduced |
| Mission Wealth Management, LP | 7,201 | $942.7K | 0.03% | +2,730+61.1% | Added |
| Naviter Wealth, LLC | 7,213 | $944.3K | 0.19% | +288+4.2% | Added |
| Sigma Planning Corp | 7,225 | $945.8K | 0.07% | −13,385−64.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 7,160 | $953.0K | 0.09% | −1,061−12.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,297 | $955.3K | 0.41% | +60+0.8% | Added |
| Jeppson Wealth Management, LLC | 7,303 | $956.1K | 0.40% | −228−3.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,305 | $956.3K | 0.09% | −4−0.1% | Reduced |
| AQR Capital Management LLC | 7,320 | $958.4K | 0.00% | +1,075+17.2% | Added |
| Herold Advisors, Inc. | 7,324 | $959.1K | 0.27% | −374−4.9% | Reduced |
| Southland Equity Partners LLC | 7,335 | $960.3K | 0.30% | −79−1.1% | Reduced |
| Element Pointe Advisors, LLC | 7,341 | $961.1K | 0.27% | −17−0.2% | Reduced |
| Monetary Management Group Inc | 7,375 | $965.5K | 0.30% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 7,399 | $968.7K | 0.55% | −497−6.3% | Reduced |
| Sippican Capital Advisors | 7,414 | $970.6K | 0.76% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,423 | $971.8K | 0.59% | +934+14.4% | Added |
| Cooper Financial Group | 7,460 | $976.7K | 0.18% | −1,322−15.1% | Reduced |
| Qube Research & Technologies Ltd | 7,469 | $977.8K | 0.00% | +7,469 | New |
| SRS Capital Advisors, Inc. | 7,480 | $979.3K | 0.11% | +745+11.1% | Added |
| Voya Financial Advisors, Inc. | 7,395 | $984.5K | 0.12% | −289−3.8% | Reduced |
| Highland Capital Management, LLC | 7,548 | $988.2K | 0.06% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 7,615 | $996.9K | 0.50% | −70−0.9% | Reduced |
| Financial Advocates Investment Management | 7,629 | $998.8K | 0.07% | +232+3.1% | Added |
| Prosperity Consulting Group, LLC | 7,634 | $999.4K | 0.33% | −78−1.0% | Reduced |
| Cigna Investments Inc | 7,650 | $1.00M | 0.21% | +36+0.5% | Added |
| Azimuth Capital Investment Management LLC | 7,662 | $1.00M | 0.05% | +322+4.4% | Added |
| Heirloom Wealth Management | 7,671 | $1.00M | 0.39% | −263−3.3% | Reduced |
| Gladstone Institutional Advisory LLC | 7,684 | $1.01M | 0.06% | +215+2.9% | Added |
| Bailard, Inc. | 7,685 | $1.01M | 0.03% | −131−1.7% | Reduced |
| Bokf, NA | 7,686 | $1.01M | 0.02% | −694−8.3% | Reduced |
| Merit Financial Group, LLC | 7,692 | $1.01M | 0.03% | +892+13.1% | Added |
| Harbor Advisors LLC | 7,700 | $1.01M | 0.19% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,212 | $1.01M | 0.06% | −17−0.2% | Reduced |
| HGK Asset Management Inc | 7,774 | $1.02M | 0.24% | −440−5.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,846 | $1.03M | 0.11% | +1,001+14.6% | Added |
| Oxford Financial Group Ltd | 7,857 | $1.03M | 0.08% | +505+6.9% | Added |
| M&R Capital Management Inc | 7,897 | $1.03M | 0.26% | −448−5.4% | Reduced |
| Ritholtz Wealth Management | 7,900 | $1.03M | 0.04% | +38+0.5% | Added |
| Seelaus Asset Management LLC | 7,903 | $1.03M | 1.01% | +10.0% | Added |
| EPG Wealth Management LLC | 8,326 | $1.04M | 0.27% | +553+7.1% | Added |
| Cravens & Co Advisors, LLC | 7,954 | $1.04M | 0.90% | −237−2.9% | Reduced |
| Freestone Capital Holdings, LLC | 7,956 | $1.04M | 0.05% | +1,296+19.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,963 | $1.04M | 0.04% | +173+2.2% | Added |
| Hexagon Capital Partners LLC | 7,984 | $1.05M | 0.25% | −146−1.8% | Reduced |
| Forum Financial Management, LP | 8,010 | $1.05M | 0.02% | −352−4.2% | Reduced |
| Tectonic Advisors LLC | 8,015 | $1.05M | 0.09% | +64+0.8% | Added |
| Avory & Company, LLC | 8,081 | $1.06M | 0.74% | −569−6.6% | Reduced |
| LMG Wealth Partners, LLC | 8,125 | $1.06M | 0.30% | +1,030+14.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,145 | $1.07M | 0.05% | −11,840−59.2% | Reduced |
| MidWestOne Financial Group, Inc. | 8,152 | $1.07M | 0.20% | −143−1.7% | Reduced |
| Secured Retirement Advisors, LLC | 8,193 | $1.07M | 1.03% | +8,193 | New |
| Harmony Asset Management LLC | 8,198 | $1.07M | 0.45% | +8,198 | New |
| Strategic Blueprint, LLC | 8,265 | $1.08M | 0.09% | −750−8.3% | Reduced |
| Diversified Trust Co | 8,268 | $1.08M | 0.04% | −2,562−23.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 8,279 | $1.08M | 0.33% | −90−1.1% | Reduced |
| Kathmere Capital Management, LLC | 8,303 | $1.09M | 0.14% | +488+6.2% | Added |
| Trust Asset Management LLC | 8,305 | $1.09M | 0.11% | +8,305 | New |
| Ameritas Investment Partners, Inc. | 8,396 | $1.10M | 0.04% | +205+2.5% | Added |
| First Foundation Advisors | 8,476 | $1.11M | 0.05% | −10,297−54.9% | Reduced |
| Fortem Financial Group, LLC | 8,489 | $1.11M | 0.55% | +3,065+56.5% | Added |
| Nwam LLC | 8,500 | $1.11M | 0.09% | −2,697−24.1% | Reduced |
| PBMares Wealth Management LLC | 8,503 | $1.11M | 0.33% | 00.0% | Unchanged |
| Agf Management Ltd | 8,507 | $1.11M | 0.01% | +1,847+27.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.12M | 0.45% | 00.0% | Unchanged |
| Union Savings Bank | 8,521 | $1.12M | 0.63% | −1,313−13.4% | Reduced |