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
- 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 | 2,157 | $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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 78,654 | $10.3M | 0.16% | +991+1.3% | Added |
| Hilton Capital Management, LLC | 78,500 | $10.3M | 1.10% | +50+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 77,729 | $10.2M | 2.77% | +1,556+2.0% | Added |
| Mercer Global Advisors Inc | 77,454 | $10.1M | 0.03% | +7,687+11.0% | Added |
| National Asset Management, Inc. | 77,303 | $10.1M | 0.27% | +559+0.7% | Added |
| State of Alaska, Department of Revenue | 76,735 | $10.0M | 0.12% | −7,605−9.0% | Reduced |
| JRM Investment Counsel, LLC | 76,271 | $9.99M | 3.65% | −650−0.8% | Reduced |
| Chartwell Investment Partners, LLC | 76,072 | $9.96M | 0.35% | −3,521−4.4% | Reduced |
| Chesley Taft & Associates LLC | 75,712 | $9.91M | 0.56% | +25,825+51.8% | Added |
| SOL Capital Management CO | 75,700 | $9.91M | 1.35% | −200−0.3% | Reduced |
| Ancora Advisors, LLC | 75,367 | $9.87M | 0.23% | −667−0.9% | Reduced |
| Clarkston Capital Partners, LLC | 75,325 | $9.86M | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 74,729 | $9.78M | 0.49% | +861+1.2% | Added |
| TruWealth Advisors, LLC | 74,295 | $9.73M | 0.74% | +466+0.6% | Added |
| Peapack Gladstone Financial Corp | 73,737 | $9.65M | 0.16% | +1,996+2.8% | Added |
| Integrated Advisors Network LLC | 72,624 | $9.51M | 0.54% | −1,694−2.3% | Reduced |
| GWM Advisors LLC | 75,023 | $9.48M | 0.09% | −6,457−7.9% | Reduced |
| Tranquility Partners, LLC | 71,591 | $9.37M | 3.93% | −9,883−12.1% | Reduced |
| KCM Investment Advisors LLC | 71,478 | $9.36M | 0.37% | +9,813+15.9% | Added |
| Independent Advisor Alliance | 71,465 | $9.36M | 0.34% | −376−0.5% | Reduced |
| DuPont Capital Management Corp | 71,172 | $9.32M | 0.81% | −1,851−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 69,694 | $9.12M | 0.17% | +50+0.1% | Added |
| Daiwa Securities Group Inc. | 69,471 | $9.10M | 0.06% | +7,159+11.5% | Added |
| BW Gestao de Investimentos Ltda. | 69,190 | $9.06M | 1.03% | −95,800−58.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 69,050 | $9.04M | 1.87% | −1,754−2.5% | Reduced |
| Northeast Financial Consultants Inc | 68,245 | $8.93M | 0.49% | −5,541−7.5% | Reduced |
| Griffin Asset Management, Inc. | 68,221 | $8.93M | 1.13% | −7,612−10.0% | Reduced |
| Old Point Trust & Financial Services N A | 67,625 | $8.85M | 3.57% | −2,455−3.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 67,511 | $8.84M | 0.53% | +2,105+3.2% | Added |
| PEAK6 Investments LLC | 67,193 | $8.80M | 0.38% | +44,015+189.9% | Added |
| Cottage Street Advisors LLC | 67,586 | $8.75M | 5.92% | −212−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 66,788 | $8.74M | 0.01% | +8,210+14.0% | Added |
| Garrison Bradford & Associates Inc | 66,610 | $8.72M | 9.62% | +409+0.6% | Added |
| Calamos Advisors LLC | 66,544 | $8.71M | 0.04% | −210.0% | Reduced |
| AXA S.A. | 66,234 | $8.67M | 0.03% | +5,356+8.8% | Added |
| Kestra Private Wealth Services, LLC | 64,991 | $8.51M | 0.22% | +630+1.0% | Added |
| Moors & Cabot, Inc. | 64,468 | $8.44M | 0.53% | −424−0.7% | Reduced |
| O'Rourke & Company, Inc | 64,405 | $8.43M | 5.44% | +1,579+2.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 64,245 | $8.41M | 0.11% | +582+0.9% | Added |
| Embree Financial Group | 63,482 | $8.31M | 1.75% | +63,482 | New |
| Apollon Wealth Management, LLC | 63,087 | $8.26M | 0.29% | +5,278+9.1% | Added |
| Equitable Holdings, Inc. | 62,689 | $8.21M | 0.10% | +2,843+4.8% | Added |
| Oppenheimer Asset Management Inc. | 62,330 | $8.16M | 0.11% | −3,619−5.5% | Reduced |
| Private Wealth Partners, LLC | 62,274 | $8.15M | 0.69% | −15,047−19.5% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 62,253 | $8.15M | 6.52% | −97−0.2% | Reduced |
| Stony Point Wealth Management Inc. | 62,003 | $8.12M | 3.76% | −887−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 61,966 | $8.11M | 0.22% | +2,869+4.9% | Added |
| Transcend Wealth Collective, LLC | 61,854 | $8.10M | 0.72% | −1,421−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 61,676 | $8.07M | 0.28% | −2,624−4.1% | Reduced |
| SG Americas Securities, LLC | 61,230 | $8.02M | 0.09% | −15,840−20.6% | Reduced |
| Bragg Financial Advisors, Inc | 60,871 | $7.97M | 0.38% | +5,625+10.2% | Added |
| Gulf International Bank (UK) Ltd | 60,646 | $7.94M | 0.22% | −4,051−6.3% | Reduced |
| Bridge Creek Capital Management LLC | 60,622 | $7.94M | 2.76% | −561−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 60,358 | $7.90M | 0.10% | −4,051−6.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $7.86M | 0.11% | +60,000 | New |
| Cornerstone Wealth Management, LLC | 59,684 | $7.81M | 0.67% | −1,215−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 58,987 | $7.72M | 0.09% | −12,222−17.2% | Reduced |
| Ellis Investment Partners, LLC | 58,844 | $7.70M | 1.79% | −25,882−30.5% | Reduced |
| Westwood Holdings Group Inc. | 58,151 | $7.61M | 0.06% | −41,063−41.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,962 | $7.59M | 0.07% | −2,142−3.6% | Reduced |
| Teacher Retirement System of Texas | 57,863 | $7.58M | 0.05% | +3,155+5.8% | Added |
| Pacer Advisors, Inc. | 57,613 | $7.54M | 0.02% | +12,878+28.8% | Added |
| Allen Capital Group, LLC | 57,018 | $7.46M | 1.24% | −18,108−24.1% | Reduced |
| Kentucky Retirement Systems | 56,851 | $7.44M | 0.23% | +1,910+3.5% | Added |
| Bradley Foster & Sargent Inc | 56,811 | $7.44M | 0.14% | +751+1.3% | Added |
| Triangle Securities Wealth Management | 56,775 | $7.43M | 2.31% | −908−1.6% | Reduced |
| Natixis Advisors, L.P. | 56,584 | $7.41M | 0.02% | +6,233+12.4% | Added |
| Focused Wealth Management, Inc | 56,522 | $7.40M | 1.22% | −1,454−2.5% | Reduced |
| Harbour Trust & Investment Management Co | 55,724 | $7.30M | 1.03% | +55,724 | New |
| Maryland State Retirement & Pension System | 55,475 | $7.26M | 0.15% | +591+1.1% | Added |
| Oregon Public Employees Retirement Fund | 55,448 | $7.26M | 0.13% | +548+1.0% | Added |
| Fifth Third Bancorp | 55,256 | $7.23M | 0.03% | +3,183+6.1% | Added |
| Wulff, Hansen & Co. | 59,767 | $7.22M | 8.02% | −11,275−15.9% | Reduced |
| Motco | 55,152 | $7.22M | 0.46% | −8,758−13.7% | Reduced |
| QRG Capital Management, Inc. | 54,969 | $7.20M | 0.11% | +11,761+27.2% | Added |
| Marietta Wealth Management, LLC | 54,775 | $7.17M | 1.28% | −404−0.7% | Reduced |
| Bulltick Wealth Management, LLC | 53,775 | $7.04M | 1.61% | −3,440−6.0% | Reduced |
| American Century Companies Inc | 53,432 | $7.00M | 0.00% | +902+1.7% | Added |
| AE Wealth Management LLC | 55,583 | $6.92M | 0.04% | −9,131−14.1% | Reduced |
| Welch Group, LLC | 52,514 | $6.88M | 0.37% | +187+0.4% | Added |
| United Capital Financial Advisers, LLC | 52,133 | $6.83M | 0.06% | −38,484−42.5% | Reduced |
| Axxcess Wealth Management, LLC | 51,704 | $6.77M | 0.20% | +3,225+6.7% | Added |
| Venture Visionary Partners LLC | 51,681 | $6.77M | 0.36% | −5,943−10.3% | Reduced |
| Act Two Investors LLC | 51,368 | $6.73M | 1.45% | +2,416+4.9% | Added |
| BigSur Wealth Management LLC | 51,135 | $6.69M | 3.19% | +1,400+2.8% | Added |
| Vishria Bird Financial Group, LLC | 51,053 | $6.68M | 3.16% | −497−1.0% | Reduced |
| Beta Wealth Group, Inc. | 51,051 | $6.68M | 3.50% | −7,495−12.8% | Reduced |
| Waldron Private Wealth LLC | 50,718 | $6.64M | 0.32% | +2,551+5.3% | Added |
| ArrowMark Colorado Holdings LLC | 50,700 | $6.64M | 0.07% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 50,407 | $6.60M | 2.48% | −8,290−14.1% | Reduced |
| Narwhal Capital Management | 49,682 | $6.50M | 0.71% | −8,300−14.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 49,106 | $6.43M | 0.79% | +9,989+25.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 49,085 | $6.43M | 4.66% | −850−1.7% | Reduced |
| Security National Bank | 48,843 | $6.39M | 1.44% | +594+1.2% | Added |
| Nordea Investment Management AB | 48,755 | $6.39M | 0.01% | +1,312+2.8% | Added |
| EverSource Wealth Advisors, LLC | 48,739 | $6.38M | 0.58% | −4,519−8.5% | Reduced |
| Rathbone Brothers plc | 48,367 | $6.33M | 0.04% | −1,125−2.3% | Reduced |
| Covington Investment Advisors Inc. | 48,235 | $6.32M | 1.15% | −5,250−9.8% | Reduced |
| Meyer Handelman Co | 48,200 | $6.31M | 0.25% | −8,900−15.6% | Reduced |
| Fiduciary Group LLC | 47,952 | $6.28M | 0.74% | −1,315−2.7% | Reduced |