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
- +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 | 2,157 | $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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,121 | $186.3K | 0.01% | +200+10.4% | Added |
| Capital Advisors, Ltd. LLC | 2,147 | $189.0K | 0.03% | +14+0.7% | Added |
| Johnson Financial Group, Inc. | 2,162 | $189.9K | 0.01% | −1,946−47.4% | Reduced |
| Ahrens Investment Partners LLC | 2,171 | $190.7K | 0.09% | −696−24.3% | Reduced |
| Lee Financial Co | 2,210 | $194.2K | 0.03% | +858+63.5% | Added |
| Oak Ridge Investments LLC | 2,280 | $200.3K | 0.03% | +2,280 | New |
| My Legacy Advisors, LLC | 2,466 | $201.2K | 0.09% | −8,643−77.8% | Reduced |
| Advus Financial Partners, LLC | 2,300 | $202.0K | 0.11% | +2,300 | New |
| Northside Capital Management, LLC | 2,302 | $202.2K | 0.05% | +2,302 | New |
| Cook Wealth Management Group LLC | 2,323 | $202.4K | 0.17% | +2,323 | New |
| Bristlecone Advisors, LLC | 2,310 | $202.9K | 0.02% | +2,310 | New |
| Greenleaf Trust | 2,328 | $204.5K | 0.00% | +2,328 | New |
| Maltin Wealth Management, Inc. | 2,333 | $204.9K | 0.15% | +2,333 | New |
| Monograph Wealth Advisors, LLC | 2,335 | $205.1K | 0.05% | +2,335 | New |
| Tandem Wealth Advisors LLC | 2,344 | $205.9K | 0.13% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,356 | $206.9K | 0.16% | −415−15.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,356 | $207.0K | 0.11% | −4,154−63.8% | Reduced |
| Mather Group, LLC. | 2,372 | $208.4K | 0.00% | +2,372 | New |
| Atom Investors LP | 2,386 | $209.6K | 0.11% | +2,386 | New |
| JNBA Financial Advisors | 2,386 | $209.6K | 0.03% | +300+14.4% | Added |
| Aj Wealth Strategies, LLC | 2,391 | $210.0K | 0.01% | −15,650−86.7% | Reduced |
| Boston Family Office LLC | 2,382 | $210.0K | 0.02% | −382−13.8% | Reduced |
| Financial Engines Advisors L.L.C. | 2,396 | $210.4K | 0.00% | −3,421−58.8% | Reduced |
| Pictet & Cie (Europe) SA | 2,400 | $210.8K | 0.01% | +2,400 | New |
| Schwab Charitable Fund | 2,400 | $210.8K | 0.02% | +2,400 | New |
| Lantz Financial LLC | 2,400 | $210.8K | 0.09% | +2,400 | New |
| Acadian Asset Management LLC | 2,403 | $211.0K | 0.00% | −3,293−57.8% | Reduced |
| Versant Capital Management, Inc | 2,408 | $211.5K | 0.07% | +2,198+1,046.7% | Added |
| Delta Financial Group, Inc. | 2,417 | $212.0K | 0.08% | +2,417 | New |
| Main Street Financial Solutions, LLC | 2,414 | $212.0K | 0.03% | +2,414 | New |
| Reik & Co., LLC | 2,425 | $213.0K | 0.06% | +2,425 | New |
| Confluence Wealth Services, Inc. | 2,428 | $213.3K | 0.05% | +2,428 | New |
| CFM Wealth Partners LLC | 2,445 | $214.8K | 0.06% | +2,445 | New |
| Kathmere Capital Management, LLC | 2,447 | $214.9K | 0.04% | +2,447 | New |
| LWM Advisory Services, LLC | 2,450 | $215.2K | 0.23% | −895−26.8% | Reduced |
| Connectus Wealth, LLC | 2,450 | $215.2K | 0.01% | +2,450 | New |
| Marino, Stram & Associates LLC | 2,453 | $215.4K | 0.07% | +2,453 | New |
| Sittner & Nelson, LLC | 2,454 | $215.6K | 0.12% | +4+0.2% | Added |
| Southeast Asset Advisors Inc. | 2,455 | $215.6K | 0.03% | +2,455 | New |
| Regal Investment Advisors LLC | 2,456 | $215.7K | 0.02% | +2,456 | New |
| Manchester Capital Management LLC | 2,462 | $216.3K | 0.03% | −147−5.6% | Reduced |
| MJP Associates Inc | 2,472 | $217.1K | 0.07% | −722−22.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,487 | $218.4K | 0.05% | +2,487 | New |
| LVW Advisors, LLC | 2,490 | $218.7K | 0.04% | +2,490 | New |
| Sherbrooke Park Advisers LLC | 2,500 | $219.6K | 0.33% | −5,200−67.5% | Reduced |
| Coldstream Capital Management Inc | 2,500 | $219.6K | 0.01% | +2,500 | New |
| Obsidian Personal Planning Solutions LLC | 2,500 | $219.6K | 0.32% | +2,500 | New |
| Harvest Fund Management Co., Ltd | 2,505 | $220.0K | 0.05% | +2,314+1,211.5% | Added |
| Princeton Capital Management LLC | 2,508 | $220.3K | 0.09% | +2,508 | New |
| Brighton Jones LLC | 2,521 | $221.4K | 0.01% | −1,529−37.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,533 | $222.5K | 0.05% | +2,533 | New |
| Dorsey & Whitney Trust CO LLC | 2,537 | $222.8K | 0.02% | −4,207−62.4% | Reduced |
| Truadvice, LLC | 2,500 | $223.3K | 0.09% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,548 | $223.8K | 0.01% | +2,548 | New |
| Close Asset Management Ltd | 2,549 | $224.0K | 0.01% | +1,135+80.3% | Added |
| Renasant Bank | 2,555 | $224.4K | 0.17% | +2,555 | New |
| Deseret Mutual Benefit Administrators | 2,556 | $224.5K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,567 | $225.5K | 0.02% | +2,567 | New |
| Gray Wealth Management Inc. | 2,577 | $226.3K | 0.12% | +2,577 | New |
| Larson Financial Group LLC | 2,579 | $226.5K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,585 | $227.1K | 0.05% | +75+3.0% | Added |
| Aft, Forsyth & Sober, LLC | 2,600 | $228.4K | 0.12% | +2,600 | New |
| Granger Management LLC | 2,600 | $228.4K | 0.10% | +2,600 | New |
| Capital Performance Advisors LLP | 2,600 | $228.4K | 0.12% | +2,600 | New |
| Bartlett & Co. LLC | 2,611 | $229.0K | 0.00% | +185+7.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,611 | $229.3K | 0.00% | +185+7.6% | Added |
| Rosenbaum Jay D. | 2,620 | $230.1K | 0.42% | +2,620 | New |
| McMahon Financial Advisors, LLC | 2,635 | $231.5K | 0.08% | +2,635 | New |
| Journey Advisory Group, LLC | 2,635 | $231.5K | 0.04% | −700−21.0% | Reduced |
| RB Capital Management, LLC | 2,635 | $231.5K | 0.08% | −398−13.1% | Reduced |
| Baron Financial Group, LLC | 2,650 | $232.8K | 0.15% | +2,650 | New |
| First County Bank | 2,650 | $232.8K | 0.11% | +2,650 | New |
| YHB Investment Advisors, Inc. | 2,655 | $233.2K | 0.02% | +2,655 | New |
| FFT Wealth Management LLC | 2,667 | $234.3K | 0.03% | +2,667 | New |
| Hofer & Associates. Inc | 3,161 | $234.5K | 0.23% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,673 | $234.8K | 0.02% | +2,673 | New |
| KG&L Capital Management,LLC | 2,673 | $234.8K | 0.12% | +2,673 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,691 | $236.4K | 0.04% | +2,691 | New |
| Comerica Securities,inc. | 2,693 | $236.6K | 0.02% | −225−7.7% | Reduced |
| Capital Asset Advisory Services LLC | 2,695 | $236.7K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,697 | $236.9K | 0.02% | −2,678−49.8% | Reduced |
| Bigelow Investment Advisors, LLC | 2,698 | $237.0K | 0.14% | +2,698 | New |
| United Bank | 2,700 | $237.2K | 0.03% | 00.0% | Unchanged |
| Tradewinds, LLC. | 2,707 | $237.8K | 0.14% | +2,707 | New |
| Altfest L J & Co Inc | 2,727 | $240.0K | 0.04% | +2,727 | New |
| Lindbrook Capital, LLC | 2,734 | $240.2K | 0.03% | −308−10.1% | Reduced |
| Concentric Wealth Management, LLC | 2,740 | $240.7K | 0.08% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,748 | $241.4K | 0.21% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,751 | $241.7K | 0.01% | +2,751 | New |
| Foster Victor Wealth Advisors, LLC | 2,979 | $241.9K | 0.03% | +2,979 | New |
| Equitable Trust Co | 2,760 | $242.4K | 0.02% | +2,760 | New |
| Ostrum Asset Management | 2,763 | $242.7K | 0.02% | +2,763 | New |
| Legacy Bridge, LLC | 2,775 | $243.8K | 0.17% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,779 | $244.1K | 0.03% | −288−9.4% | Reduced |
| Emfo, LLC | 2,780 | $244.2K | 0.23% | +10.0% | Added |
| Modera Wealth Management, LLC | 2,798 | $245.8K | 0.01% | +2,798 | New |
| Ridgecrest Wealth Partners, LLC | 2,800 | $246.0K | 0.18% | −350−11.1% | Reduced |
| Clearwater Capital Advisors, LLC | 2,807 | $246.6K | 0.03% | −890−24.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,811 | $246.9K | 0.02% | +2,811 | New |
| Kennedy Investment Group | 2,813 | $247.1K | 0.15% | −2,252−44.5% | Reduced |