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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 17,191 | $2.10M | 0.08% | +964+5.9% | Added |
| Marion Wealth Management | 15,995 | $2.09M | 0.67% | −181−1.1% | Reduced |
| Modera Wealth Management, LLC | 15,966 | $2.09M | 0.03% | −12,587−44.1% | Reduced |
| Principal Securities, Inc. | 15,963 | $2.09M | 0.08% | +15,963 | New |
| StrongBox Wealth, LLC | 15,918 | $2.08M | 1.22% | +677+4.4% | Added |
| Sanders Morris Harris LLC | 16,960 | $2.08M | 1.02% | −544,663−97.0% | Reduced |
| Taylor Financial Group, Inc. | 15,803 | $2.07M | 1.70% | +15,803 | New |
| MWA Asset Management | 15,729 | $2.06M | 1.70% | +601+4.0% | Added |
| Waters Parkerson & Co., LLC | 15,705 | $2.06M | 0.11% | −120−0.8% | Reduced |
| Stamos Capital Partners, L.P. | 15,650 | $2.05M | 0.56% | −37,890−70.8% | Reduced |
| Redmond Asset Management, LLC | 15,585 | $2.04M | 0.66% | +871+5.9% | Added |
| Acorn Wealth Advisors, LLC | 15,526 | $2.03M | 1.20% | −458−2.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 15,505 | $2.03M | 1.74% | +340+2.2% | Added |
| Nations Financial Group Inc, | 15,492 | $2.03M | 0.19% | −1,079−6.5% | Reduced |
| Citizens & Northern Corp | 15,487 | $2.03M | 0.72% | −613−3.8% | Reduced |
| Assenagon Asset Management S.A. | 15,303 | $2.00M | 0.01% | +244+1.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,287 | $2.00M | 1.14% | −139−0.9% | Reduced |
| Harvest Investment Advisors, LLC | 15,264 | $2.00M | 1.60% | −38−0.2% | Reduced |
| Rossmore Private Capital | 15,226 | $1.99M | 0.28% | +200+1.3% | Added |
| Stiles Financial Services Inc | 15,178 | $1.99M | 0.90% | +246+1.6% | Added |
| Hills Bank & Trust Co | 15,105 | $1.98M | 0.19% | +124+0.8% | Added |
| Sit Investment Associates Inc | 15,100 | $1.98M | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,096 | $1.98M | 0.07% | −256−1.7% | Reduced |
| Fortis Capital Management LLC | 15,000 | $1.96M | 0.50% | +15,000 | New |
| Panagora Asset Management Inc | 14,972 | $1.96M | 0.01% | +174+1.2% | Added |
| Toroso Investments, LLC | 14,892 | $1.95M | 0.05% | +5,081+51.8% | Added |
| Blue Fin Capital, Inc. | 14,784 | $1.94M | 0.50% | −713−4.6% | Reduced |
| Vestcor Inc | 14,759 | $1.93M | 0.07% | −157−1.1% | Reduced |
| Atlas Capital Advisors LLC | 14,753 | $1.93M | 0.28% | +11,084+302.1% | Added |
| Capital Investment Advisors, LLC | 14,718 | $1.93M | 0.05% | −2,186−12.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,550 | $1.90M | 0.49% | +910+6.7% | Added |
| Pittenger & Anderson Inc | 14,535 | $1.90M | 0.09% | −125−0.9% | Reduced |
| SFMG, LLC | 14,390 | $1.88M | 0.17% | −4,564−24.1% | Reduced |
| Sowell Financial Services LLC | 14,357 | $1.88M | 0.10% | +3,237+29.1% | Added |
| Conway Capital Management, Inc. | 14,331 | $1.88M | 1.21% | +243+1.7% | Added |
| Great Lakes Retirement, Inc. | 14,322 | $1.88M | 0.31% | +416+3.0% | Added |
| Wintrust Investments LLC | 14,250 | $1.87M | 0.18% | −643−4.3% | Reduced |
| Keybank National Association | 14,238 | $1.86M | 0.01% | +1,126+8.6% | Added |
| Zevenbergen Capital Investments LLC | 14,230 | $1.86M | 0.04% | −1,300−8.4% | Reduced |
| Kayne Anderson Capital Advisors LP | 14,200 | $1.86M | 0.06% | −14,100−49.8% | Reduced |
| Gateway Investment Advisers LLC | 14,039 | $1.84M | 0.02% | −80,386−85.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,931 | $1.82M | 0.00% | −11,873−46.0% | Reduced |
| Everpar Advisors LLC | 13,878 | $1.82M | 0.85% | +13,878 | New |
| Caz Investments LP | 13,800 | $1.81M | 4.52% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 13,668 | $1.79M | 1.04% | −451−3.2% | Reduced |
| Renaissance Investment Group LLC | 13,662 | $1.79M | 0.45% | −720−5.0% | Reduced |
| Smith, Moore & Co. | 13,645 | $1.79M | 0.21% | −60−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,640 | $1.79M | 1.63% | +13,640 | New |
| Matrix Private Capital Group LLC | 13,613 | $1.78M | 1.35% | −43−0.3% | Reduced |
| WSFS Capital Management, LLC | 13,602 | $1.78M | 0.11% | +1,036+8.2% | Added |
| TownSquare Capital, LLC | 13,556 | $1.77M | 0.03% | −6,206−31.4% | Reduced |
| Umb Bank N A | 13,542 | $1.77M | 0.03% | −605−4.3% | Reduced |
| Wetherby Asset Management Inc | 13,521 | $1.77M | 0.09% | +7,079+109.9% | Added |
| Accretive Wealth Partners, LLC | 13,465 | $1.76M | 0.85% | −28−0.2% | Reduced |
| Jefferies Financial Group Inc. | 13,449 | $1.76M | 0.03% | +5,260+64.2% | Added |
| SeaCrest Wealth Management, LLC | 14,384 | $1.76M | 0.22% | −1,488−9.4% | Reduced |
| Choate Investment Advisors | 13,405 | $1.75M | 0.05% | −10,638−44.2% | Reduced |
| Klingman & Associates, LLC | 13,388 | $1.75M | 0.13% | −420−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 13,324 | $1.74M | 0.08% | +3,198+31.6% | Added |
| Linden Thomas Advisory Services, LLC | 13,313 | $1.74M | 0.33% | +1,217+10.1% | Added |
| Dimension Capital Management LLC | 13,255 | $1.74M | 0.36% | +13,255 | New |
| New Vernon Investment Management LLC | 13,201 | $1.73M | 1.99% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,181 | $1.73M | 0.20% | +11,110+536.5% | Added |
| First Dallas Securities Inc. | 13,165 | $1.72M | 0.89% | +13,165 | New |
| D. E. Shaw & Co., Inc. | 13,160 | $1.72M | 0.00% | +10,418+379.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,145 | $1.72M | 0.42% | −66−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 13,094 | $1.71M | 0.19% | −715−5.2% | Reduced |
| Chickasaw Capital Management LLC | 13,071 | $1.71M | 0.09% | +2,005+18.1% | Added |
| Private Trust Co NA | 13,062 | $1.71M | 0.20% | +2,560+24.4% | Added |
| AlphaCore Capital LLC | 13,054 | $1.71M | 0.25% | +11,147+584.5% | Added |
| First United Bank Trust | 12,950 | $1.70M | 0.68% | +305+2.4% | Added |
| L.M. Kohn & Company | 12,904 | $1.69M | 0.54% | +1,735+15.5% | Added |
| Beacon Investment Advisory Services, Inc. | 12,875 | $1.69M | 0.08% | −20,312−61.2% | Reduced |
| Arkadios Wealth Advisors | 12,788 | $1.67M | 0.14% | −360−2.7% | Reduced |
| Clarius Group, LLC | 12,766 | $1.67M | 0.14% | +3,540+38.4% | Added |
| Horizon Investments, LLC | 12,862 | $1.67M | 0.05% | +3,460+36.8% | Added |
| Xcel Wealth Management, LLC | 12,743 | $1.67M | 0.59% | −915−6.7% | Reduced |
| Signaturefd, LLC | 12,662 | $1.66M | 0.04% | +36+0.3% | Added |
| Vontobel Holding Ltd. | 12,567 | $1.65M | 0.01% | −664−5.0% | Reduced |
| Baldwin Investment Management, LLC | 12,547 | $1.64M | 0.26% | +75+0.6% | Added |
| Investors Asset Management of Georgia Inc | 12,504 | $1.64M | 0.83% | −1,454−10.4% | Reduced |
| Accel Wealth Management | 12,486 | $1.63M | 0.82% | +36+0.3% | Added |
| Brave Asset Management Inc | 12,433 | $1.63M | 0.46% | −222−1.8% | Reduced |
| Valeo Financial Advisors, LLC | 12,416 | $1.63M | 0.07% | −1,031−7.7% | Reduced |
| Lakeview Capital Partners, LLC | 12,416 | $1.63M | 0.29% | −876−6.6% | Reduced |
| Summit Trail Advisors, LLC | 12,324 | $1.61M | 0.05% | −2,885−19.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 13,149 | $1.61M | 0.22% | +600+4.8% | Added |
| Segment Wealth Management, LLC | 12,260 | $1.61M | 0.14% | −100−0.8% | Reduced |
| Heritage Investors Management Corp | 12,214 | $1.60M | 0.06% | +7,425+155.0% | Added |
| Sandbox Financial Partners, LLC | 12,194 | $1.60M | 0.75% | −239−1.9% | Reduced |
| GTS Securities LLC | 12,000 | $1.57M | 0.03% | −54,418−81.9% | Reduced |
| Teza Capital Management LLC | 12,000 | $1.57M | 0.26% | +9,814+448.9% | Added |
| Welch & Forbes LLC | 11,997 | $1.57M | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,992 | $1.57M | 0.15% | +8,804+276.2% | Added |
| Daymark Wealth Partners, LLC | 11,978 | $1.57M | 0.10% | −3,904−24.6% | Reduced |
| Adviser Investments LLC | 11,935 | $1.56M | 0.02% | +6,409+116.0% | Added |
| Marcum Wealth, LLC | 11,933 | $1.56M | 0.17% | +49+0.4% | Added |
| DoubleLine ETF Adviser LP | 11,907 | $1.56M | 0.45% | +974+8.9% | Added |
| Procyon Private Wealth Partners, LLC | 11,781 | $1.54M | 0.13% | +748+6.8% | Added |
| Atomi Financial Group, Inc. | 11,763 | $1.54M | 0.21% | +3,404+40.7% | Added |