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; 2,158 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
- 712 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Cornerstone National Bank & Trust Co | 8,734 | $1.14M | 0.61% | −366−4.0% | Reduced |
| First National Trust Co | 8,721 | $1.14M | 0.05% | +565+6.9% | Added |
| Baxter Bros Inc | 8,699 | $1.14M | 0.16% | −45−0.5% | Reduced |
| LBMC Investment Advisors, LLC | 8,649 | $1.13M | 0.11% | +20.0% | Added |
| Nicolet Bankshares Inc | 8,643 | $1.13M | 0.30% | +227+2.7% | Added |
| Natixis | 8,633 | $1.13M | 0.01% | +4,883+130.2% | Added |
| Lowe Brockenbrough & Co Inc | 8,601 | $1.13M | 0.09% | −116−1.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $1.13M | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 8,593 | $1.12M | 0.08% | +8,593 | New |
| Union Savings Bank | 8,521 | $1.12M | 0.63% | −1,313−13.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.12M | 0.45% | 00.0% | Unchanged |
| Agf Management Ltd | 8,507 | $1.11M | 0.01% | +1,847+27.7% | Added |
| PBMares Wealth Management LLC | 8,503 | $1.11M | 0.33% | 00.0% | Unchanged |
| Nwam LLC | 8,500 | $1.11M | 0.09% | −2,697−24.1% | Reduced |
| Fortem Financial Group, LLC | 8,489 | $1.11M | 0.55% | +3,065+56.5% | Added |
| First Foundation Advisors | 8,476 | $1.11M | 0.05% | −10,297−54.9% | Reduced |
| Ameritas Investment Partners, Inc. | 8,396 | $1.10M | 0.04% | +205+2.5% | Added |
| Trust Asset Management LLC | 8,305 | $1.09M | 0.11% | +8,305 | New |
| Kathmere Capital Management, LLC | 8,303 | $1.09M | 0.14% | +488+6.2% | Added |
| Newman Dignan & Sheerar, Inc. | 8,279 | $1.08M | 0.33% | −90−1.1% | Reduced |
| Diversified Trust Co | 8,268 | $1.08M | 0.04% | −2,562−23.7% | Reduced |
| Strategic Blueprint, LLC | 8,265 | $1.08M | 0.09% | −750−8.3% | Reduced |
| Harmony Asset Management LLC | 8,198 | $1.07M | 0.45% | +8,198 | New |
| Secured Retirement Advisors, LLC | 8,193 | $1.07M | 1.03% | +8,193 | New |
| MidWestOne Financial Group, Inc. | 8,152 | $1.07M | 0.20% | −143−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,145 | $1.07M | 0.05% | −11,840−59.2% | Reduced |
| LMG Wealth Partners, LLC | 8,125 | $1.06M | 0.30% | +1,030+14.5% | Added |
| Avory & Company, LLC | 8,081 | $1.06M | 0.74% | −569−6.6% | Reduced |
| Tectonic Advisors LLC | 8,015 | $1.05M | 0.09% | +64+0.8% | Added |
| Forum Financial Management, LP | 8,010 | $1.05M | 0.02% | −352−4.2% | Reduced |
| Hexagon Capital Partners LLC | 7,984 | $1.05M | 0.25% | −146−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,963 | $1.04M | 0.04% | +173+2.2% | Added |
| Freestone Capital Holdings, LLC | 7,956 | $1.04M | 0.05% | +1,296+19.5% | Added |
| Cravens & Co Advisors, LLC | 7,954 | $1.04M | 0.90% | −237−2.9% | Reduced |
| EPG Wealth Management LLC | 8,326 | $1.04M | 0.27% | +553+7.1% | Added |
| Seelaus Asset Management LLC | 7,903 | $1.03M | 1.01% | +10.0% | Added |
| Ritholtz Wealth Management | 7,900 | $1.03M | 0.04% | +38+0.5% | Added |
| M&R Capital Management Inc | 7,897 | $1.03M | 0.26% | −448−5.4% | Reduced |
| Oxford Financial Group Ltd | 7,857 | $1.03M | 0.08% | +505+6.9% | Added |
| Sound View Wealth Advisors Group, LLC | 7,846 | $1.03M | 0.11% | +1,001+14.6% | Added |
| HGK Asset Management Inc | 7,774 | $1.02M | 0.24% | −440−5.4% | Reduced |
| Apella Capital, LLC | 8,212 | $1.01M | 0.06% | −17−0.2% | Reduced |
| Harbor Advisors LLC | 7,700 | $1.01M | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,692 | $1.01M | 0.03% | +892+13.1% | Added |
| Bokf, NA | 7,686 | $1.01M | 0.02% | −694−8.3% | Reduced |
| Bailard, Inc. | 7,685 | $1.01M | 0.03% | −131−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 7,684 | $1.01M | 0.06% | +215+2.9% | Added |
| Heirloom Wealth Management | 7,671 | $1.00M | 0.39% | −263−3.3% | Reduced |
| Azimuth Capital Investment Management LLC | 7,662 | $1.00M | 0.05% | +322+4.4% | Added |
| Cigna Investments Inc | 7,650 | $1.00M | 0.21% | +36+0.5% | Added |
| Prosperity Consulting Group, LLC | 7,634 | $999.4K | 0.33% | −78−1.0% | Reduced |
| Financial Advocates Investment Management | 7,629 | $998.8K | 0.07% | +232+3.1% | Added |
| Brown Miller Wealth Management, LLC | 7,615 | $996.9K | 0.50% | −70−0.9% | Reduced |
| Highland Capital Management, LLC | 7,548 | $988.2K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 7,395 | $984.5K | 0.12% | −289−3.8% | Reduced |
| SRS Capital Advisors, Inc. | 7,480 | $979.3K | 0.11% | +745+11.1% | Added |
| Qube Research & Technologies Ltd | 7,469 | $977.8K | 0.00% | +7,469 | New |
| Cooper Financial Group | 7,460 | $976.7K | 0.18% | −1,322−15.1% | Reduced |
| NCM Capital Management, LLC | 7,423 | $971.8K | 0.59% | +934+14.4% | Added |
| Sippican Capital Advisors | 7,414 | $970.6K | 0.76% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 7,399 | $968.7K | 0.55% | −497−6.3% | Reduced |
| Monetary Management Group Inc | 7,375 | $965.5K | 0.30% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 7,341 | $961.1K | 0.27% | −17−0.2% | Reduced |
| Southland Equity Partners LLC | 7,335 | $960.3K | 0.30% | −79−1.1% | Reduced |
| Herold Advisors, Inc. | 7,324 | $959.1K | 0.27% | −374−4.9% | Reduced |
| AQR Capital Management LLC | 7,320 | $958.4K | 0.00% | +1,075+17.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,305 | $956.3K | 0.09% | −4−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 7,303 | $956.1K | 0.40% | −228−3.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,297 | $955.3K | 0.41% | +60+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 7,160 | $953.0K | 0.09% | −1,061−12.9% | Reduced |
| Sigma Planning Corp | 7,225 | $945.8K | 0.07% | −13,385−64.9% | Reduced |
| Naviter Wealth, LLC | 7,213 | $944.3K | 0.19% | +288+4.2% | Added |
| Mission Wealth Management, LP | 7,201 | $942.7K | 0.03% | +2,730+61.1% | Added |
| LCNB Corp | 7,199 | $942.5K | 0.37% | −35−0.5% | Reduced |
| Empire Financial Management Company, LLC | 7,187 | $941.0K | 0.37% | +115+1.6% | Added |
| Alterity Financial Group, LLC | 7,184 | $940.6K | 1.35% | −129−1.8% | Reduced |
| Westwood Wealth Management | 7,175 | $939.4K | 0.72% | +25+0.3% | Added |
| Lewis Asset Management, LLC | 7,160 | $937.3K | 0.86% | +7,160 | New |
| Walker Asset Management, LLC | 7,144 | $935.3K | 0.68% | +57+0.8% | Added |
| Excalibur Management Corp | 7,082 | $927.2K | 0.44% | 00.0% | Unchanged |
| Tower Bridge Advisors | 7,056 | $923.8K | 0.08% | −211−2.9% | Reduced |
| HBK Sorce Advisory LLC | 7,049 | $922.9K | 0.04% | −640−8.3% | Reduced |
| WealthTrust Axiom LLC | 7,037 | $921.3K | 0.31% | +21+0.3% | Added |
| Mather Group, LLC. | 7,026 | $919.9K | 0.01% | +4,993+245.6% | Added |
| Cladis Investment Advisory, LLC | 7,000 | $916.4K | 0.72% | −55−0.8% | Reduced |
| Gables Capital Management Inc. | 6,980 | $913.8K | 0.57% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 6,974 | $913.1K | 0.05% | −385−5.2% | Reduced |
| NBT Bank N A | 6,946 | $909.4K | 0.07% | +1,214+21.2% | Added |
| Element Wealth, LLC | 6,898 | $903.1K | 0.57% | +5+0.1% | Added |
| Sage Rhino Capital LLC | 6,891 | $902.2K | 0.23% | +105+1.5% | Added |
| Haverford Trust Co | 6,883 | $901.1K | 0.01% | +41+0.6% | Added |
| Farther Finance Advisors, LLC | 6,880 | $900.7K | 0.06% | +986+16.7% | Added |
| Forte Capital LLC | 6,818 | $892.6K | 0.12% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,800 | $890.3K | 0.19% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 6,786 | $888.4K | 0.80% | +6,786 | New |
| Cullen Investment Group, Ltd. | 6,774 | $886.8K | 0.16% | +6,774 | New |
| Harbour Investments, Inc. | 6,740 | $882.5K | 0.04% | +1,078+19.0% | Added |
| Virtue Capital Management, LLC | 7,157 | $873.2K | 0.18% | +265+3.8% | Added |
| Redhawk Wealth Advisors, Inc. | 6,630 | $868.0K | 0.17% | +703+11.9% | Added |
| KPP Advisory Services LLC | 6,625 | $867.3K | 0.76% | −835−11.2% | Reduced |