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, Q1 2023
Institutional positions in Blackstone Inc. as of Mar 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
- 1,561
- +38 vs. Q4 2022
- Shares held
- 459.0M
- +7.04M (+1.6%) vs. Q4 2022
- Total value
- $40.3B
- +$6.44B (+19.0%) vs. Q4 2022
- New holders
- 156
- 642 more added
- Sold out
- 118
- 547 more reduced
31 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wade G W & Inc | 33,622 | $2.95M | 0.11% | −886−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 33,623 | $2.95M | 0.04% | +1,050+3.2% | Added |
| Pacitti Group Inc. | 33,627 | $2.95M | 2.16% | +643+1.9% | Added |
| Commerce Bank | 33,836 | $2.97M | 0.02% | +3,480+11.5% | Added |
| AXA S.A. | 33,946 | $2.98M | 0.01% | +2,269+7.2% | Added |
| Financial Architects, Inc | 34,106 | $3.00M | 0.48% | −103−0.3% | Reduced |
| Citadel Advisors LLC | 34,110 | $3.00M | 0.00% | −371−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 34,169 | $3.00M | 0.24% | +748+2.2% | Added |
| Easterly Investment Partners LLC | 34,337 | $3.02M | 0.27% | +17,773+107.3% | Added |
| Wealthfront Advisers LLC | 34,521 | $3.03M | 0.01% | +944+2.8% | Added |
| Ballast Advisors LLC | 34,584 | $3.04M | 1.21% | +134+0.4% | Added |
| Sierra Capital LLC | 34,750 | $3.05M | 0.50% | −4,819−12.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 34,786 | $3.06M | 1.54% | −4,472−11.4% | Reduced |
| Kayne Anderson Capital Advisors LP | 34,800 | $3.06M | 0.09% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 34,905 | $3.07M | 0.55% | −436−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 34,925 | $3.07M | 0.89% | −981−2.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 35,128 | $3.09M | 1.65% | −1,290−3.5% | Reduced |
| Worldquant Millennium Advisors LLC | 35,619 | $3.13M | 0.06% | +35,619 | New |
| Resources Investment Advisors, LLC. | 35,913 | $3.15M | 0.07% | −539−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,938 | $3.16M | 0.01% | +3,623+11.2% | Added |
| Wolverine Trading, LLC | 36,821 | $3.16M | 0.10% | −19,350−34.4% | Reduced |
| Stamos Capital Partners, L.P. | 36,180 | $3.18M | 0.82% | +9,070+33.5% | Added |
| SG Americas Securities, LLC | 36,204 | $3.18M | 0.04% | −878−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 36,215 | $3.18M | 0.01% | −32,091−47.0% | Reduced |
| Ayrshire Capital Management LLC | 36,245 | $3.18M | 2.17% | +36,245 | New |
| State of Alaska, Department of Revenue | 36,311 | $3.19M | 0.04% | +180+0.5% | Added |
| Steel Peak Wealth Management LLC | 36,351 | $3.19M | 0.22% | +1,064+3.0% | Added |
| Kingfisher Capital LLC | 36,375 | $3.20M | 0.84% | +63+0.2% | Added |
| Graypoint LLC | 36,520 | $3.21M | 0.35% | −162−0.4% | Reduced |
| Chesley Taft & Associates LLC | 36,547 | $3.21M | 0.21% | −300−0.8% | Reduced |
| Meyer Handelman Co | 37,000 | $3.25M | 0.14% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 37,096 | $3.26M | 0.13% | −175−0.5% | Reduced |
| Northcape Wealth Management, LLC | 37,209 | $3.27M | 1.18% | +9,246+33.1% | Added |
| Wealthspire Advisors, LLC | 37,989 | $3.34M | 0.06% | −70−0.2% | Reduced |
| Iat Reinsurance Co Ltd. | 38,000 | $3.34M | 0.68% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 38,314 | $3.37M | 1.15% | +38,314 | New |
| CWM, LLC | 38,347 | $3.37M | 0.02% | +8,339+27.8% | Added |
| Foundations Investment Advisors, LLC | 38,541 | $3.39M | 0.12% | +8,518+28.4% | Added |
| Bill Few Associates, Inc. | 38,608 | $3.39M | 1.88% | +1,675+4.5% | Added |
| Bleakley Financial Group, LLC | 38,610 | $3.39M | 0.11% | +4,087+11.8% | Added |
| Ellsworth Advisors, LLC | 38,795 | $3.41M | 1.20% | +3,280+9.2% | Added |
| Cannell Peter B & Co Inc | 38,984 | $3.42M | 0.12% | +2,081+5.6% | Added |
| Wellington Shields & Co., LLC | 39,202 | $3.44M | 0.77% | +546+1.4% | Added |
| Kavar Capital Partners Group, LLC | 39,561 | $3.48M | 0.75% | +2,237+6.0% | Added |
| Caldwell Trust Co | 40,078 | $3.52M | 0.49% | +1,075+2.8% | Added |
| Lake Street Financial LLC | 40,286 | $3.54M | 0.66% | −1,253−3.0% | Reduced |
| Lake Street Advisors Group, LLC | 40,440 | $3.55M | 0.22% | +5,745+16.6% | Added |
| Proficio Capital Partners LLC | 40,537 | $3.56M | 0.57% | +839+2.1% | Added |
| Greenwich Wealth Management LLC | 40,728 | $3.58M | 0.39% | −341−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 40,955 | $3.60M | 0.54% | −4,944−10.8% | Reduced |
| Werlinich Asset Management, LLC | 40,972 | $3.60M | 3.16% | −150−0.4% | Reduced |
| Pathstone Family Office, LLC | 41,130 | $3.62M | 0.06% | −5,160−11.1% | Reduced |
| Integrated Wealth Concepts LLC | 41,279 | $3.63M | 0.07% | +8,204+24.8% | Added |
| Wedbush Securities Inc | 41,569 | $3.65M | 0.18% | −950−2.2% | Reduced |
| Duncker Streett & Co Inc | 41,757 | $3.67M | 0.87% | +1,206+3.0% | Added |
| Central Bank & Trust Co | 41,886 | $3.68M | 0.65% | −6,276−13.0% | Reduced |
| Daiwa Securities Group Inc. | 41,906 | $3.68M | 0.03% | +3,742+9.8% | Added |
| Global Retirement Partners, LLC | 44,373 | $3.68M | 0.20% | +1,348+3.1% | Added |
| AE Wealth Management LLC | 42,098 | $3.70M | 0.02% | +5,729+15.8% | Added |
| Cross Staff Investments Inc | 42,367 | $3.72M | 3.68% | −1,050−2.4% | Reduced |
| Synovus Financial Corp | 42,693 | $3.75M | 0.04% | −812−1.9% | Reduced |
| Pinnacle Financial Partners Inc | 42,797 | $3.76M | 0.10% | +313+0.7% | Added |
| Fred Alger Management, LLC | 42,918 | $3.77M | 0.02% | +2,043+5.0% | Added |
| MetLife Investment Management | 43,034 | $3.78M | 0.03% | +678+1.6% | Added |
| Kercheville Advisors, LLC | 43,558 | $3.83M | 2.62% | −2,825−6.1% | Reduced |
| Nordea Investment Management AB | 44,316 | $3.83M | 0.01% | +706+1.6% | Added |
| SFE Investment Counsel | 45,664 | $3.87M | 1.20% | −8,405−15.5% | Reduced |
| DFPG Investments, LLC | 44,322 | $3.89M | 0.42% | +15,659+54.6% | Added |
| Coastal Bridge Advisors, LLC | 44,363 | $3.90M | 0.99% | −432−1.0% | Reduced |
| Advisory Services Network, LLC | 44,491 | $3.91M | 0.11% | −3,563−7.4% | Reduced |
| Fifth Third Bancorp | 44,858 | $3.94M | 0.02% | −2,907−6.1% | Reduced |
| Bremer Bank National Association | 44,873 | $3.94M | 0.76% | +234+0.5% | Added |
| Sawtooth Solutions, LLC | 45,536 | $4.00M | 0.10% | +41,493+1,026.3% | Added |
| Bragg Financial Advisors, Inc | 46,097 | $4.05M | 0.24% | +4,235+10.1% | Added |
| Compass Wealth Management LLC | 46,101 | $4.05M | 1.29% | −650−1.4% | Reduced |
| Naples Global Advisors, LLC | 46,203 | $4.06M | 0.51% | +1,888+4.3% | Added |
| Apollon Wealth Management, LLC | 46,978 | $4.13M | 0.25% | −1,650−3.4% | Reduced |
| ProVise Management Group, LLC | 47,859 | $4.20M | 0.40% | −1,322−2.7% | Reduced |
| Welch Group, LLC | 47,937 | $4.21M | 0.24% | +5,005+11.7% | Added |
| Cresset Asset Management, LLC | 48,191 | $4.23M | 0.08% | −4,949−9.3% | Reduced |
| Waldron Private Wealth LLC | 48,479 | $4.26M | 0.21% | +7,246+17.6% | Added |
| Fiduciary Group LLC | 48,724 | $4.28M | 0.56% | +827+1.7% | Added |
| Beach Investment Counsel Inc | 48,836 | $4.29M | 0.57% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 49,349 | $4.33M | 0.06% | +1,461+3.1% | Added |
| Orion Portfolio Solutions, LLC | 49,349 | $4.33M | 0.06% | +36,171+274.5% | Added |
| TownSquare Capital, LLC | 49,500 | $4.35M | 0.10% | +15,178+44.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $4.39M | 0.06% | +50,000 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,037 | $4.40M | 0.08% | +2,478+5.2% | Added |
| BigSur Wealth Management LLC | 50,182 | $4.41M | 2.07% | +500+1.0% | Added |
| ArrowMark Colorado Holdings LLC | 50,700 | $4.45M | 0.05% | 00.0% | Unchanged |
| Cetera Advisors LLC | 50,786 | $4.46M | 0.07% | −1,759−3.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 51,090 | $4.49M | 3.44% | +350+0.7% | Added |
| Carret Asset Management, LLC | 51,113 | $4.49M | 0.62% | −4,790−8.6% | Reduced |
| Security National Bank | 51,205 | $4.50M | 1.20% | −4,038−7.3% | Reduced |
| Vishria Bird Financial Group, LLC | 51,635 | $4.54M | 2.90% | −538−1.0% | Reduced |
| Marietta Wealth Management, LLC | 51,760 | $4.55M | 0.97% | +3,326+6.9% | Added |
| Campbell Capital Management Inc | 52,533 | $4.61M | 3.55% | +30.0% | Added |
| EverSource Wealth Advisors, LLC | 52,537 | $4.61M | 0.57% | +2,709+5.4% | Added |
| Covington Investment Advisors Inc. | 52,535 | $4.62M | 1.01% | +8,940+20.5% | Added |
| L & S Advisors Inc | 54,042 | $4.75M | 0.66% | +54,042 | New |