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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 46,412 | $6.08M | 0.52% | −100−0.2% | Reduced |
| HM Payson & Co | 45,850 | $6.00M | 0.12% | −1,675−3.5% | Reduced |
| Royal Fund Management, LLC | 45,597 | $5.97M | 0.76% | −8,735−16.1% | Reduced |
| JustInvest LLC | 45,413 | $5.95M | 0.15% | +7,269+19.1% | Added |
| Securian Asset Management, Inc | 44,912 | $5.88M | 0.17% | −6,020−11.8% | Reduced |
| MAI Capital Management | 44,873 | $5.87M | 0.08% | +736+1.7% | Added |
| Beach Investment Counsel Inc | 44,566 | $5.83M | 0.72% | −5,770−11.5% | Reduced |
| Naples Global Advisors, LLC | 44,183 | $5.78M | 0.64% | −710−1.6% | Reduced |
| Silicon Valley Capital Partners | 43,880 | $5.74M | 0.96% | −1,871−4.1% | Reduced |
| SFE Investment Counsel | 43,401 | $5.68M | 1.48% | −2,483−5.4% | Reduced |
| Clear Harbor Asset Management, LLC | 43,318 | $5.67M | 0.54% | +1,313+3.1% | Added |
| Louisiana State Employees Retirement System | 43,000 | $5.63M | 0.12% | −1,000−2.3% | Reduced |
| Advisory Services Network, LLC | 42,499 | $5.56M | 0.14% | −795−1.8% | Reduced |
| Compass Wealth Management LLC | 42,148 | $5.52M | 1.54% | −2,517−5.6% | Reduced |
| Cross Staff Investments Inc | 42,042 | $5.50M | 4.88% | +243+0.6% | Added |
| Duncker Streett & Co Inc | 41,957 | $5.49M | 1.16% | −100−0.2% | Reduced |
| Bremer Bank National Association | 41,729 | $5.46M | 1.02% | +673+1.6% | Added |
| Proficio Capital Partners LLC | 41,204 | $5.39M | 0.67% | −55−0.1% | Reduced |
| Kercheville Advisors, LLC | 41,199 | $5.39M | 3.03% | −1,050−2.5% | Reduced |
| Caldwell Trust Co | 41,072 | $5.38M | 0.68% | +147+0.4% | Added |
| Snowden Capital Advisors LLC | 40,983 | $5.37M | 0.20% | −1,631−3.8% | Reduced |
| Coastal Bridge Advisors, LLC | 40,944 | $5.36M | 1.37% | −1,610−3.8% | Reduced |
| Edge Capital Group, LLC | 40,775 | $5.34M | 0.30% | +11,749+40.5% | Added |
| Greenwich Wealth Management LLC | 40,726 | $5.33M | 0.53% | +100.0% | Added |
| Thrivent Financial for Lutherans | 40,700 | $5.33M | 0.01% | −654−1.6% | Reduced |
| Soltis Investment Advisors LLC | 40,615 | $5.32M | 0.60% | +4,913+13.8% | Added |
| Werlinich Asset Management, LLC | 40,072 | $5.31M | 4.02% | −1,418−3.4% | Reduced |
| Clearstead Advisors, LLC | 40,112 | $5.25M | 0.28% | −1,526−3.7% | Reduced |
| Davy Global Fund Management Ltd | 40,055 | $5.24M | 0.62% | +40,055 | New |
| Lake Street Advisors Group, LLC | 39,919 | $5.23M | 0.26% | −94−0.2% | Reduced |
| Ellsworth Advisors, LLC | 39,792 | $5.21M | 1.65% | −1,551−3.8% | Reduced |
| Paloma Partners Management Co | 39,709 | $5.20M | 0.86% | +39,296+9,514.8% | Added |
| Pinnacle Financial Partners Inc | 39,671 | $5.19M | 0.12% | +102+0.3% | Added |
| Mirabaud Asset Management Ltd | 39,667 | $5.19M | 2.23% | +39,667 | New |
| Wolverine Trading, LLC | 39,524 | $5.17M | 0.04% | +11,941+43.3% | Added |
| Wedbush Securities Inc | 39,498 | $5.17M | 0.23% | +1,748+4.6% | Added |
| Steel Peak Wealth Management LLC | 39,488 | $5.17M | 0.30% | −5,810−12.8% | Reduced |
| Hedeker Wealth, LLC | 39,463 | $5.17M | 1.63% | +3,314+9.2% | Added |
| Ayrshire Capital Management LLC | 39,374 | $5.15M | 2.97% | +735+1.9% | Added |
| Resources Management Corp | 39,278 | $5.14M | 0.76% | +1,185+3.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 38,742 | $5.07M | 1.61% | +2,918+8.1% | Added |
| Carret Asset Management, LLC | 38,595 | $5.05M | 0.64% | −935−2.4% | Reduced |
| Jackson Wealth Management, LLC | 38,501 | $5.04M | 0.66% | −2,773−6.7% | Reduced |
| Harbor Investment Advisory, LLC | 38,487 | $5.04M | 0.58% | +28+0.1% | Added |
| Candriam Luxembourg S.C.A. | 38,410 | $5.03M | 0.03% | +174+0.5% | Added |
| Bill Few Associates, Inc. | 38,226 | $5.00M | 2.28% | −500−1.3% | Reduced |
| Andra AP-fonden | 38,200 | $5.00M | 0.26% | −3,100−7.5% | Reduced |
| Iat Reinsurance Co Ltd. | 38,000 | $4.97M | 0.92% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,868 | $4.96M | 0.06% | +12,930+51.8% | Added |
| Graypoint LLC | 37,688 | $4.93M | 0.40% | +409+1.1% | Added |
| Global Retirement Partners, LLC | 41,661 | $4.93M | 0.21% | −3,055−6.8% | Reduced |
| First Interstate Bank | 37,576 | $4.92M | 0.36% | −415−1.1% | Reduced |
| Sandler Capital Management | 37,500 | $4.91M | 0.63% | +37,500 | New |
| Bleakley Financial Group, LLC | 37,373 | $4.89M | 0.16% | +9,481+34.0% | Added |
| Sawtooth Solutions, LLC | 37,304 | $4.88M | 0.13% | +9,412+33.7% | Added |
| Wade G W & Inc | 37,268 | $4.88M | 0.16% | +1,786+5.0% | Added |
| Achmea Investment Management B.V. | 37,185 | $4.87M | 0.10% | −15,092−28.9% | Reduced |
| Lantern Wealth Advisors, LLC | 37,031 | $4.85M | 3.80% | +37,031 | New |
| New Mexico Educational Retirement Board | 36,800 | $4.82M | 0.18% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 36,776 | $4.81M | 0.02% | −4,345−10.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 36,645 | $4.80M | 0.08% | 00.0% | Unchanged |
| Core Alternative Capital | 36,586 | $4.79M | 0.82% | +247+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 36,303 | $4.75M | 0.46% | −1,058−2.8% | Reduced |
| Swiss Life Asset Management Ltd | 36,192 | $4.75M | 0.06% | +13,980+62.9% | Added |
| Congress Wealth Management LLC | 36,215 | $4.74M | 0.09% | +9,699+36.6% | Added |
| Lake Street Financial LLC | 35,903 | $4.70M | 0.74% | −565−1.5% | Reduced |
| Old Second National Bank of Aurora | 35,788 | $4.69M | 1.29% | +523+1.5% | Added |
| Tritonpoint Wealth, LLC | 35,675 | $4.67M | 0.46% | +35,675 | New |
| Argonautica Private Wealth Management, Inc | 35,563 | $4.66M | 1.91% | −184−0.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 35,497 | $4.65M | 0.66% | +2,427+7.3% | Added |
| Commerce Bank | 35,241 | $4.61M | 0.03% | +2,946+9.1% | Added |
| Kingfisher Capital LLC | 35,030 | $4.59M | 1.19% | −1,852−5.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $4.58M | 0.02% | −46,765−57.2% | Reduced |
| Ziegler Capital Management, LLC | 34,911 | $4.57M | 0.21% | −1,583−4.3% | Reduced |
| Sierra Capital LLC | 34,750 | $4.55M | 0.67% | 00.0% | Unchanged |
| Transform Wealth, LLC | 34,568 | $4.53M | 0.44% | −1,075−3.0% | Reduced |
| Torray LLC | 34,495 | $4.52M | 0.73% | +4,979+16.9% | Added |
| Howland Capital Management LLC | 34,483 | $4.51M | 0.24% | +3,110+9.9% | Added |
| Kovitz Investment Group Partners, LLC | 34,417 | $4.51M | 0.07% | −13,598−28.3% | Reduced |
| Waterloo Capital, L.P. | 34,322 | $4.49M | 0.73% | +14,909+76.8% | Added |
| Wellington Shields & Co., LLC | 34,003 | $4.45M | 1.64% | −2,287−6.3% | Reduced |
| Easterly Investment Partners LLC | 33,941 | $4.44M | 0.48% | −399−1.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 33,859 | $4.43M | 1.77% | −131−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 33,845 | $4.43M | 0.08% | +959+2.9% | Added |
| Cetera Advisors LLC | 33,824 | $4.43M | 0.06% | −11,445−25.3% | Reduced |
| 1st Source Bank | 33,735 | $4.42M | 0.27% | −354−1.0% | Reduced |
| Synovus Financial Corp | 33,404 | $4.37M | 0.06% | −1,158−3.4% | Reduced |
| Colonial Trust Co | 33,383 | $4.37M | 0.91% | +449+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 33,259 | $4.35M | 0.06% | +3,011+10.0% | Added |
| Bard Financial Services, Inc. | 33,200 | $4.35M | 0.49% | −300−0.9% | Reduced |
| Pacitti Group Inc. | 33,100 | $4.33M | 2.70% | +491+1.5% | Added |
| Avantax Advisory Services, Inc. | 33,054 | $4.33M | 0.04% | −1,598−4.6% | Reduced |
| Foundations Investment Advisors, LLC | 34,768 | $4.32M | 0.12% | −8,643−19.9% | Reduced |
| Stablepoint Partners, LLC | 32,852 | $4.30M | 1.10% | +32,852 | New |
| Cannell Peter B & Co Inc | 32,773 | $4.29M | 0.14% | −500−1.5% | Reduced |
| EFG Asset Management (North America) Corp. | 32,434 | $4.25M | 0.81% | +17,481+116.9% | Added |
| Insigneo Advisory Services, LLC | 32,229 | $4.22M | 0.59% | +820+2.6% | Added |
| Rockline Wealth Management, LLC | 32,218 | $4.22M | 1.75% | +32,218 | New |
| Ethic Inc. | 32,182 | $4.21M | 0.12% | +5,485+20.5% | Added |
| Crossmark Global Holdings, Inc. | 32,149 | $4.21M | 0.09% | −90−0.3% | Reduced |