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 |
|---|---|---|---|---|---|
| RDA Financial Network | 11,681 | $1.53M | 0.58% | +83+0.7% | Added |
| Thoroughbred Financial Services, LLC | 11,646 | $1.52M | 0.12% | +598+5.4% | Added |
| Secure Asset Management, LLC | 11,637 | $1.52M | 0.41% | −10.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.52M | 0.14% | +11,585 | New |
| Verdence Capital Advisors LLC | 11,582 | $1.52M | 0.15% | −370−3.1% | Reduced |
| Spirit of America Management Corp | 11,550 | $1.51M | 0.33% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 11,505 | $1.51M | 0.54% | −450−3.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 11,477 | $1.50M | 0.54% | −50−0.4% | Reduced |
| Angeles Wealth Management, LLC | 11,383 | $1.49M | 0.18% | +20+0.2% | Added |
| Gratus Wealth Advisors, LLC | 11,382 | $1.49M | 0.29% | +11,382 | New |
| Mork Capital Management, LLC | 11,370 | $1.49M | 0.92% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 11,280 | $1.48M | 0.13% | +148+1.3% | Added |
| Prio Wealth Limited Partnership | 11,266 | $1.47M | 0.05% | 00.0% | Unchanged |
| Sabal Trust CO | 11,250 | $1.47M | 0.09% | +4,601+69.2% | Added |
| Carson Advisory Inc. | 11,245 | $1.47M | 1.14% | −75−0.7% | Reduced |
| Retireful, LLC | 11,234 | $1.47M | 0.64% | −26,932−70.6% | Reduced |
| Castle Rock Wealth Management, LLC | 12,083 | $1.47M | 0.45% | +445+3.8% | Added |
| Norway Savings Bank | 11,213 | $1.47M | 0.65% | −575−4.9% | Reduced |
| Qtron Investments LLC | 11,209 | $1.47M | 0.24% | 00.0% | Unchanged |
| Zhang Financial LLC | 11,168 | $1.46M | 0.13% | −2,783−19.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 11,141 | $1.46M | 1.19% | −258−2.3% | Reduced |
| Chapin Davis, Inc. | 11,121 | $1.46M | 0.61% | +501+4.7% | Added |
| Greenwood Capital Associates LLC | 11,102 | $1.45M | 0.19% | +1,060+10.6% | Added |
| Douglass Winthrop Advisors, LLC | 11,100 | $1.45M | 0.03% | +1,000+9.9% | Added |
| Waterfront Wealth Inc. | 11,100 | $1.45M | 0.43% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 11,083 | $1.45M | 0.79% | +219+2.0% | Added |
| Confluence Investment Management LLC | 11,000 | $1.44M | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $1.44M | 0.38% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 10,929 | $1.43M | 0.27% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,860 | $1.42M | 0.18% | +519+5.0% | Added |
| NorthRock Partners, LLC | 10,821 | $1.42M | 0.06% | +5,791+115.1% | Added |
| Hodges Capital Management Inc. | 10,805 | $1.42M | 0.08% | −5,920−35.4% | Reduced |
| Missouri Trust & Investment Co | 10,805 | $1.41M | 0.57% | +3,327+44.5% | Added |
| Pennsylvania Capital Management Inc | 10,745 | $1.41M | 0.56% | −8,091−43.0% | Reduced |
| First Hawaiian Bank | 10,745 | $1.41M | 0.04% | −1,500−12.2% | Reduced |
| RMR Wealth Builders | 10,745 | $1.41M | 0.20% | −1,486−12.1% | Reduced |
| Colony Group, LLC | 10,742 | $1.41M | 0.02% | +10,742 | New |
| TD Private Client Wealth LLC | 10,733 | $1.41M | 0.05% | −131−1.2% | Reduced |
| Country Club Bank | 10,485 | $1.40M | 0.11% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,605 | $1.39M | 0.16% | +276+2.7% | Added |
| River Street Advisors LLC | 10,562 | $1.38M | 1.10% | +1,011+10.6% | Added |
| E&G Advisors, LP | 10,584 | $1.38M | 0.49% | −500−4.5% | Reduced |
| Litman Gregory Asset Management LLC | 10,550 | $1.38M | 0.13% | −7,075−40.1% | Reduced |
| Bank Hapoalim BM | 10,550 | $1.38M | 0.19% | −1,872−15.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,480 | $1.37M | 0.99% | −670−6.0% | Reduced |
| TBH Global Asset Management, LLC | 10,479 | $1.37M | 0.28% | −600−5.4% | Reduced |
| Moseley Investment Management Inc | 10,454 | $1.37M | 0.76% | +53+0.5% | Added |
| RSM US Wealth Management LLC | 10,442 | $1.37M | 0.04% | +5,790+124.5% | Added |
| Sheets Smith Wealth Management | 10,414 | $1.36M | 0.19% | −700−6.3% | Reduced |
| Virtu Financial LLC | 10,339 | $1.35M | 0.11% | +10,339 | New |
| Benjamin F. Edwards & Company, Inc. | 10,337 | $1.35M | 0.03% | +2,070+25.0% | Added |
| Fulton Bank, N.A. | 10,229 | $1.34M | 0.06% | +315+3.2% | Added |
| Bank Ozk | 10,189 | $1.33M | 0.65% | +714+7.5% | Added |
| RFG Advisory, LLC | 10,157 | $1.33M | 0.05% | +678+7.2% | Added |
| Ameritas Advisory Services, LLC | 10,193 | $1.33M | 0.07% | −6,123−37.5% | Reduced |
| Trust Co of Toledo NA | 10,130 | $1.33M | 0.23% | +1,110+12.3% | Added |
| Disciplined Equity Management, Inc. | 10,102 | $1.32M | 0.91% | −650−6.0% | Reduced |
| Level Four Advisory Services, LLC | 10,084 | $1.32M | 0.07% | −6,340−38.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,064 | $1.32M | 0.26% | +302+3.1% | Added |
| Curated Wealth Partners LLC | 10,057 | $1.32M | 0.22% | +69+0.7% | Added |
| King Luther Capital Management Corp | 10,032 | $1.31M | 0.01% | −3,200−24.2% | Reduced |
| M Holdings Securities, Inc. | 10,013 | $1.31M | 0.15% | −992−9.0% | Reduced |
| NEOS Investment Management LLC | 10,003 | $1.31M | 0.12% | +10,003 | New |
| Donald L. Hagan, LLC | 10,000 | $1.31M | 0.72% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 9,987 | $1.31M | 1.14% | −2,342−19.0% | Reduced |
| Financial Counselors Inc | 9,984 | $1.31M | 0.02% | +146+1.5% | Added |
| United Bank | 9,954 | $1.30M | 0.72% | +715+7.7% | Added |
| PFG Investments, LLC | 9,931 | $1.30M | 0.24% | +1,364+15.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,883 | $1.29M | 0.04% | −66−0.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,850 | $1.29M | 0.03% | −50−0.5% | Reduced |
| Lazard Asset Management LLC | 9,836 | $1.29M | 0.00% | −949−8.8% | Reduced |
| Investment Partners Asset Management, Inc. | 9,806 | $1.28M | 1.28% | +9,806 | New |
| FRG Family Wealth Advisors LLC | 9,802 | $1.28M | 0.26% | −198−2.0% | Reduced |
| Sandy Cove Advisors, LLC | 9,722 | $1.27M | 0.65% | +5+0.1% | Added |
| Cambridge Trust Co | 9,680 | $1.27M | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,675 | $1.27M | 0.05% | +451+4.9% | Added |
| Central Trust Co | 9,664 | $1.27M | 0.03% | +9+0.1% | Added |
| Jacobi Capital Management LLC | 9,647 | $1.26M | 0.13% | −33−0.3% | Reduced |
| Advisor OS, LLC | 9,619 | $1.26M | 0.16% | −1,713−15.1% | Reduced |
| Moody National Bank Trust Division | 9,562 | $1.25M | 0.10% | −6,741−41.3% | Reduced |
| Ballentine Partners, LLC | 9,552 | $1.25M | 0.03% | +3,842+67.3% | Added |
| Edmond de Rothschild Holding S.A. | 9,515 | $1.25M | 0.02% | +1,333+16.3% | Added |
| Everence Capital Management Inc | 9,510 | $1.25M | 0.09% | +5,190+120.1% | Added |
| Moneta Group Investment Advisors LLC | 9,509 | $1.24M | 0.02% | +220+2.4% | Added |
| Profund Advisors LLC | 9,291 | $1.22M | 0.05% | +1,144+14.0% | Added |
| Aspen Grove Capital, LLC | 9,275 | $1.21M | 0.37% | +96+1.0% | Added |
| Tradition Wealth Management, LLC | 9,232 | $1.21M | 0.13% | −359−3.7% | Reduced |
| David Loasby | 9,881 | $1.21M | 0.13% | −554−5.3% | Reduced |
| Samjo Management, LLC | 9,200 | $1.20M | 0.43% | +9,200 | New |
| Vident Advisory, LLC | 9,048 | $1.18M | 0.03% | +2,028+28.9% | Added |
| Van Eck Associates Corp | 9,044 | $1.18M | 0.00% | +1,755+24.1% | Added |
| Legacy Capital Group California, Inc. | 9,026 | $1.18M | 0.46% | +213+2.4% | Added |
| Davis Investment Partners, LLC | 9,540 | $1.17M | 0.57% | 00.0% | Unchanged |
| Apexium Financial, LP | 8,949 | $1.17M | 0.08% | +450+5.3% | Added |
| Veriti Management LLC | 8,928 | $1.17M | 0.10% | +2,494+38.8% | Added |
| Mayflower Financial Advisors, LLC | 8,883 | $1.16M | 0.16% | +11+0.1% | Added |
| Morse Asset Management, Inc | 8,837 | $1.16M | 0.34% | −374−4.1% | Reduced |
| First Pacific Financial | 8,816 | $1.15M | 0.35% | −63−0.7% | Reduced |
| Pictet North America Advisors SA | 8,800 | $1.15M | 0.15% | −174−1.9% | Reduced |
| Latash Investments, LLC | 8,774 | $1.15M | 0.83% | 00.0% | Unchanged |