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 |
|---|---|---|---|---|---|
| Kampmann Melissa S. | 21,905 | $2.87M | 2.46% | +305+1.4% | Added |
| Buckingham Strategic Wealth, LLC | 21,791 | $2.85M | 0.03% | +536+2.5% | Added |
| Credit Agricole S A | 21,722 | $2.84M | 0.06% | +9,579+78.9% | Added |
| RiverPark Advisors, LLC | 21,434 | $2.81M | 2.59% | −2,467−10.3% | Reduced |
| AIA Group Ltd | 21,401 | $2.80M | 0.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 21,398 | $2.80M | 0.04% | +843+4.1% | Added |
| Accuvest Global Advisors | 21,286 | $2.79M | 2.97% | −1,798−7.8% | Reduced |
| United Services Automobile Association | 21,183 | $2.77M | 0.06% | +2,322+12.3% | Added |
| EULAV Asset Management | 21,015 | $2.75M | 0.09% | −33,985−61.8% | Reduced |
| True North Advisors, LLC | 20,981 | $2.75M | 0.71% | −904−4.1% | Reduced |
| Westside Investment Management, Inc. | 20,923 | $2.74M | 0.70% | −2,590−11.0% | Reduced |
| Huntington National Bank | 20,869 | $2.73M | 0.02% | +20+0.1% | Added |
| Parallel Advisors, LLC | 20,780 | $2.72M | 0.08% | −1,174−5.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,759 | $2.72M | 0.01% | +140+0.7% | Added |
| Vinva Investment Management Ltd | 20,355 | $2.71M | 0.19% | +1,306+6.9% | Added |
| Mesirow Financial Investment Management, Inc. | 20,621 | $2.70M | 0.10% | +20,621 | New |
| Alaethes Wealth LLC | 20,569 | $2.69M | 1.27% | −256−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 20,567 | $2.69M | 0.11% | +4,989+32.0% | Added |
| Cyndeo Wealth Partners, LLC | 20,553 | $2.69M | 0.25% | −336−1.6% | Reduced |
| Girard Partners Ltd. | 20,544 | $2.69M | 0.27% | −1,941−8.6% | Reduced |
| Northcape Wealth Management, LLC | 20,155 | $2.64M | 0.96% | −269−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 20,101 | $2.63M | 0.20% | −143−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 20,100 | $2.63M | 2.14% | +20,100 | New |
| Canton Hathaway, LLC | 20,052 | $2.63M | 0.79% | −500−2.4% | Reduced |
| Stonegate Investment Group, LLC | 19,996 | $2.62M | 0.09% | −1,371−6.4% | Reduced |
| Man Group plc | 19,984 | $2.62M | 0.01% | – | – |
| St. Clair Advisors, LLC | 19,839 | $2.60M | 0.90% | +11,335+133.3% | Added |
| NorthCrest Asset Manangement, LLC | 19,774 | $2.59M | 0.10% | −774−3.8% | Reduced |
| Bay Rivers Group | 19,769 | $2.59M | 1.62% | −712−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,742 | $2.58M | 0.10% | −294−1.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,658 | $2.57M | 0.39% | +290+1.5% | Added |
| Kingsview Wealth Management, LLC | 19,640 | $2.57M | 0.08% | +52+0.3% | Added |
| Capital City Trust Co | 19,572 | $2.56M | 0.76% | −5,243−21.1% | Reduced |
| Intellectus Partners, LLC | 19,345 | $2.53M | 0.73% | −1,483−7.1% | Reduced |
| Principle Wealth Partners LLC | 19,267 | $2.52M | 0.22% | −552−2.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,263 | $2.52M | 0.14% | −352−1.8% | Reduced |
| Ellerson Group Inc | 19,224 | $2.52M | 2.18% | −318−1.6% | Reduced |
| Field & Main Bank | 19,190 | $2.51M | 1.06% | +75+0.4% | Added |
| Financial Advisory Service, Inc. | 19,178 | $2.51M | 0.24% | +2,938+18.1% | Added |
| Boston Private Wealth LLC | 19,173 | $2.51M | 0.06% | −145,804−88.4% | Reduced |
| Focus Financial Network Inc | 19,173 | $2.51M | 0.09% | +19,173 | New |
| Valley National Advisers Inc | 19,179 | $2.51M | 0.40% | +608+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 19,059 | $2.50M | 0.71% | −8,088−29.8% | Reduced |
| Red Door Wealth Management, LLC | 19,027 | $2.49M | 0.54% | −396−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 19,016 | $2.49M | 0.22% | −329−1.7% | Reduced |
| Gotham Asset Management, LLC | 18,841 | $2.47M | 0.05% | +7,329+63.7% | Added |
| Fiduciary Trust Co | 18,781 | $2.46M | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 18,770 | $2.46M | 0.20% | −175−0.9% | Reduced |
| CoreCap Advisors, LLC | 18,699 | $2.45M | 0.16% | −2,155−10.3% | Reduced |
| XML Financial, LLC | 18,690 | $2.45M | 0.26% | −154−0.8% | Reduced |
| Koa Wealth Management, LLC | 18,579 | $2.43M | 2.40% | +18,579 | New |
| South Dakota Investment Council | 18,480 | $2.42M | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,435 | $2.41M | 0.03% | +280+1.5% | Added |
| King Wealth | 18,309 | $2.40M | 0.46% | −612−3.2% | Reduced |
| Royal Capital Wealth Management, LLC | 18,278 | $2.39M | 2.07% | +11+0.1% | Added |
| Intrepid Financial Planning Group LLC | 18,261 | $2.39M | 1.14% | −660−3.5% | Reduced |
| Hunting Hill Global Capital, LLC | 18,260 | $2.39M | 1.80% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 18,171 | $2.38M | 2.23% | +18,171 | New |
| GPS Wealth Strategies Group, LLC | 18,143 | $2.38M | 0.43% | +591+3.4% | Added |
| Nomura Holdings Inc | 18,084 | $2.37M | 0.02% | −706−3.8% | Reduced |
| Hudock, Inc. | 18,003 | $2.36M | 0.51% | −430−2.3% | Reduced |
| Blue Square Asset Management, LLC | 17,977 | $2.35M | 1.57% | −136−0.8% | Reduced |
| Covenant Asset Management, LLC | 17,863 | $2.34M | 0.65% | +319+1.8% | Added |
| Park Avenue Securities LLC | 17,858 | $2.34M | 0.03% | +531+3.1% | Added |
| Herbst Group, LLC | 17,751 | $2.32M | 1.49% | +10.0% | Added |
| Garrett Investment Advisors LLC | 17,736 | $2.32M | 0.32% | −6,288−26.2% | Reduced |
| TrinityPoint Wealth, LLC | 17,677 | $2.31M | 0.42% | −273−1.5% | Reduced |
| Riverpark Capital Management LLC | 17,615 | $2.31M | 3.52% | −682−3.7% | Reduced |
| Western Wealth Management, LLC | 17,580 | $2.30M | 0.17% | +2,649+17.7% | Added |
| Dearborn Partners LLC | 17,535 | $2.30M | 0.08% | −4,982−22.1% | Reduced |
| Penbrook Management LLC | 17,523 | $2.29M | 1.54% | −1,400−7.4% | Reduced |
| Banco Santander, S.A. | 17,505 | $2.29M | 0.03% | +17,505 | New |
| Connectus Wealth, LLC | 17,482 | $2.29M | 0.05% | +60.0% | Added |
| WealthPlan Investment Management, LLC | 17,442 | $2.28M | 0.37% | +2,497+16.7% | Added |
| Platform Technology Partners | 17,535 | $2.28M | 0.89% | −881−4.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 17,419 | $2.28M | 0.25% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 17,228 | $2.26M | 0.12% | +1,112+6.9% | Added |
| Wambolt & Associates, LLC | 17,133 | $2.24M | 0.73% | +3,775+28.3% | Added |
| WBI Investments | 17,058 | $2.23M | 0.45% | +17,058 | New |
| Rational Advisors LLC | 17,000 | $2.23M | 0.23% | −1,000−5.6% | Reduced |
| Avidian Wealth Solutions, LLC | 16,985 | $2.22M | 0.14% | −11−0.1% | Reduced |
| Terra Nova Asset Management LLC | 16,920 | $2.22M | 1.94% | −535−3.1% | Reduced |
| Hyman Charles D | 16,873 | $2.21M | 0.13% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 16,861 | $2.21M | 2.54% | −400−2.3% | Reduced |
| Magnus Financial Group LLC | 16,854 | $2.21M | 0.29% | +3,444+25.7% | Added |
| Institute for Wealth Management, LLC. | 16,741 | $2.19M | 0.36% | −503−2.9% | Reduced |
| First National Bank Sioux Falls | 16,693 | $2.19M | 1.12% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 16,958 | $2.19M | 0.16% | +16,958 | New |
| Madison Park Capital Advisors, LLC | 16,677 | $2.18M | 2.11% | +16,677 | New |
| Opinicus Capital, Inc. | 16,626 | $2.18M | 2.22% | +16,626 | New |
| Aviance Capital Partners, LLC | 16,584 | $2.17M | 0.46% | −4,664−22.0% | Reduced |
| Investment Management Corp of Ontario | 16,528 | $2.16M | 0.05% | +16,528 | New |
| Two Sigma Investments, LP | 16,487 | $2.16M | 0.01% | −164,426−90.9% | Reduced |
| Joel Isaacson & Co., LLC | 16,485 | $2.16M | 0.13% | +56+0.3% | Added |
| Alberta Investment Management Corp | 16,300 | $2.13M | 0.02% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 16,181 | $2.12M | 0.03% | +16,181 | New |
| Insight Advisors, LLC | 16,173 | $2.12M | 0.45% | +65+0.4% | Added |
| Ashton Thomas Private Wealth, LLC | 16,155 | $2.12M | 0.13% | +320+2.0% | Added |
| Krilogy Financial LLC | 16,104 | $2.11M | 0.18% | −674−4.0% | Reduced |
| Kovack Advisors, Inc. | 16,080 | $2.11M | 0.25% | +1,025+6.8% | Added |