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, 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
- +37 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
- 155
- 642 more added
- Sold out
- 118
- 548 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 | 2,157 | $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, 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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 488 | $42.9K | 0.00% | −1,263−72.1% | Reduced |
| Magellan Asset Management Ltd | 498 | $43.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $43.9K | 0.01% | −7−1.4% | Reduced |
| Castleview Partners, LLC | 503 | $44.2K | 0.04% | −8−1.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 506 | $44.4K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 513 | $45.1K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 534 | $46.9K | 0.03% | +534 | New |
| Nalls Sherbakoff Group, LLC | 548 | $47.0K | 0.05% | +548 | New |
| Coastal Capital Group, Inc. | 546 | $48.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 546 | $48.0K | 0.02% | −1,838−77.1% | Reduced |
| RFP Financial Group LLC | 558 | $49.0K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 558 | $49.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 560 | $49.2K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 565 | $49.6K | 0.01% | +11+2.0% | Added |
| MCF Advisors LLC | 600 | $52.7K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 600 | $52.7K | 0.03% | +600 | New |
| PSI Advisors, LLC | 610 | $53.6K | 0.03% | +5+0.8% | Added |
| Concord Wealth Partners | 616 | $54.1K | 0.02% | −24−3.8% | Reduced |
| Beacon Capital Management, LLC | 620 | $54.4K | 0.02% | −17−2.7% | Reduced |
| Avalon Trust Co | 633 | $55.6K | 0.01% | +633 | New |
| Tanglewood Legacy Advisors, LLC | 655 | $57.5K | 0.04% | +6+0.9% | Added |
| First Financial Corp | 660 | $58.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 785 | $58.0K | 0.00% | −20−2.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 685 | $60.2K | 0.01% | +6+0.9% | Added |
| Wolverine Asset Management LLC | 700 | $61.5K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 700 | $61.5K | 0.01% | +700 | New |
| Carmichael Hill & Associates, Inc. | 704 | $61.8K | 0.03% | +152+27.5% | Added |
| Sound Income Strategies, LLC | 723 | $63.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 725 | $63.7K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 730 | $64.1K | 0.03% | −894−55.0% | Reduced |
| Wolff Wiese Magana LLC | 763 | $67.0K | 0.05% | −100−11.6% | Reduced |
| Asset Dedication, LLC | 785 | $69.0K | 0.01% | +1+0.1% | Added |
| Bank of New Hampshire | 787 | $69.1K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $70.3K | 0.01% | −19,800−96.1% | Reduced |
| Pin Oak Investment Advisors Inc | 806 | $71.0K | 0.09% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 833 | $73.0K | 0.03% | +600+257.5% | Added |
| Endurance Wealth Management, Inc. | 845 | $74.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 886 | $77.8K | 0.02% | −200−18.4% | Reduced |
| Vestor Capital, LLC | 900 | $79.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 910 | $80.0K | 0.02% | +910 | New |
| Baker Avenue Asset Management, LP | 929 | $81.6K | 0.00% | +36+4.0% | Added |
| Clearview Wealth Advisors LLC | 948 | $83.3K | 0.08% | +9+1.0% | Added |
| PFG Private Wealth Management, LLC | 977 | $85.8K | 0.05% | +224+29.7% | Added |
| New Hampshire Trust | 1,000 | $87.8K | 0.02% | −1,000−50.0% | Reduced |
| Hoertkorn Richard Charles | 1,000 | $87.8K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,000 | $87.8K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,000 | $87.8K | 0.09% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $87.8K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,000 | $87.8K | 0.01% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,007 | $88.0K | 0.00% | −9,776−90.7% | Reduced |
| City Holding Co | 1,012 | $88.9K | 0.02% | +425+72.4% | Added |
| Massmutual Trust Co FSB | 1,046 | $91.9K | 0.00% | +389+59.2% | Added |
| Arlington Partners LLC | 1,083 | $95.1K | 0.01% | +184+20.5% | Added |
| First Horizon Advisors, Inc. | 1,086 | $95.4K | 0.00% | −500−31.5% | Reduced |
| Global Financial Private Client, LLC | 1,142 | $97.0K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,115 | $98.0K | 0.01% | +250+28.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,117 | $98.1K | 0.00% | +1,117 | New |
| Barrett & Company, Inc. | 1,120 | $98.4K | 0.06% | −23−2.0% | Reduced |
| Loomis Sayles & Co L P | 1,137 | $100.0K | 0.00% | −189−14.3% | Reduced |
| Center for Financial Planning, Inc. | 1,150 | $101.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,151 | $101.1K | 0.03% | +100+9.5% | Added |
| McIlrath & Eck, LLC | 1,168 | $102.6K | 0.02% | +16+1.4% | Added |
| Acropolis Investment Management, LLC | 1,170 | $102.8K | 0.01% | +1,170 | New |
| Fortis Advisors, LLC | 1,200 | $105.4K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,209 | $106.2K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,239 | $108.8K | 0.02% | −871−41.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,261 | $110.8K | 0.01% | −517−29.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,274 | $111.9K | 0.05% | +12+1.0% | Added |
| West Paces Advisors Inc. | 1,275 | $112.0K | 0.03% | −225−15.0% | Reduced |
| Delta Asset Management LLC | 1,280 | $112.4K | 0.01% | −7−0.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,326 | $116.5K | 0.02% | +1,303+5,665.2% | Added |
| Carolinas Wealth Consulting LLC | 1,345 | $118.1K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,353 | $118.8K | 0.05% | +1,353 | New |
| First Personal Financial Services | 1,400 | $123.0K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,400 | $123.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,428 | $125.4K | 0.02% | −116−7.5% | Reduced |
| Rise Advisors, LLC | 1,470 | $129.1K | 0.10% | +562+61.9% | Added |
| Grove Bank & Trust | 1,470 | $129.1K | 0.03% | −262−15.1% | Reduced |
| Eagle Bay Advisors LLC | 1,478 | $129.8K | 0.07% | +512+53.0% | Added |
| JFS Wealth Advisors, LLC | 1,494 | $131.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,500 | $131.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,500 | $131.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,516 | $132.0K | 0.00% | +126+9.1% | Added |
| Kathleen S. Wright Associates Inc. | 1,600 | $140.5K | 0.09% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,605 | $141.0K | 0.01% | +3+0.2% | Added |
| GHP Investment Advisors, Inc. | 1,613 | $141.7K | 0.01% | +15+0.9% | Added |
| Vigilant Capital Management, LLC | 1,700 | $149.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,700 | $149.3K | 0.13% | +700+70.0% | Added |
| City State Bank | 1,747 | $153.0K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,770 | $155.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,150 | $159.5K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,839 | $162.0K | 0.00% | −122−6.2% | Reduced |
| Park Place Capital Corp | 1,859 | $163.3K | 0.05% | −32−1.7% | Reduced |
| WR Wealth Planners, LLC | 1,863 | $163.6K | 0.07% | +1,863 | New |
| Alta Advisers Ltd | 1,900 | $166.9K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 1,990 | $174.8K | 0.02% | +1,990 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,002 | $175.9K | 0.00% | −218−9.8% | Reduced |
| Hollencrest Capital Management | 2,004 | $176.1K | 0.02% | +32+1.6% | Added |
| Benjamin Edwards Inc | 2,024 | $178.0K | 0.04% | +70+3.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,078 | $182.6K | 0.14% | −69−3.2% | Reduced |