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 |
|---|---|---|---|---|---|
| Allstate Corp | 2,823 | $248.0K | 0.02% | −24,811−89.8% | Reduced |
| Whalerock Point Partners, LLC | 2,828 | $248.4K | 0.09% | +130+4.8% | Added |
| Corrado Advisors, LLC | 2,850 | $250.3K | 0.17% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,850 | $250.4K | 0.28% | +2,850 | New |
| Family Asset Management, LLC | 2,851 | $250.4K | 0.18% | −55−1.9% | Reduced |
| Executive Wealth Management, LLC | 2,851 | $250.5K | 0.03% | +19+0.7% | Added |
| Investmark Advisory Group LLC | 2,854 | $250.7K | 0.18% | −75−2.6% | Reduced |
| Chesapeake Wealth Management | 2,862 | $251.4K | 0.10% | −385−11.9% | Reduced |
| Family Management Corp | 2,870 | $252.1K | 0.06% | −28,097−90.7% | Reduced |
| Am Investment Strategies LLC | 2,882 | $253.0K | 0.09% | +2+0.1% | Added |
| CRA Financial Services, LLC | 2,886 | $253.5K | 0.08% | −189−6.1% | Reduced |
| Sage Investment Advisers LLC | 2,890 | $253.9K | 0.34% | +2,890 | New |
| OneAscent Financial Services LLC | 2,895 | $254.0K | 0.10% | −210−6.8% | Reduced |
| Affinity Capital Advisors, LLC | 2,900 | $254.7K | 0.08% | −190−6.1% | Reduced |
| Eagle Global Advisors LLC | 2,900 | $254.7K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,900 | $254.7K | 0.05% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,900 | $254.7K | 0.18% | +2,900 | New |
| MKT Advisors LLC | 3,145 | $256.0K | 0.19% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,922 | $256.7K | 0.08% | +2,922 | New |
| Redwood Wealth Management Group, LLC | 2,925 | $256.9K | 0.29% | −200−6.4% | Reduced |
| O'Dell Group, LLC | 2,931 | $257.4K | 0.08% | +3+0.1% | Added |
| Keel Point, LLC | 2,936 | $257.9K | 0.04% | −787−21.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,969 | $260.8K | 0.10% | −150−4.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,974 | $261.2K | 0.01% | +14+0.5% | Added |
| Levin Capital Strategies, L.P. | 2,990 | $262.6K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,992 | $262.8K | 0.01% | −4,230−58.6% | Reduced |
| Harbour Capital Advisors, LLC | 3,025 | $263.0K | 0.08% | +3,025 | New |
| Kohmann Bosshard Financial Services, LLC | 3,000 | $263.5K | 0.05% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $263.5K | 0.23% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 3,013 | $264.7K | 0.35% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,014 | $264.8K | 0.05% | +66+2.2% | Added |
| Carnegie Capital Asset Management, LLC | 3,020 | $265.3K | 0.01% | −802−21.0% | Reduced |
| Titleist Asset Management, LLC | 3,021 | $265.3K | 0.06% | +3,021 | New |
| Evoke Wealth, LLC | 3,022 | $265.5K | 0.01% | −2,029−40.2% | Reduced |
| Clear Creek Financial Management, LLC | 3,038 | $266.9K | 0.05% | +251+9.0% | Added |
| Fragasso Group Inc. | 3,044 | $267.4K | 0.03% | +164+5.7% | Added |
| Bogart Wealth, LLC | 3,068 | $269.5K | 0.02% | −18−0.6% | Reduced |
| Sepio Capital, LP | 3,068 | $269.5K | 0.02% | +11+0.4% | Added |
| Empowered Funds, LLC | 3,074 | $270.0K | 0.02% | +3,074 | New |
| Howard Financial Services, Ltd. | 3,085 | $271.0K | 0.07% | +10.0% | Added |
| Rappaport Reiches Capital Management, LLC | 3,111 | $273.3K | 0.12% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,124 | $274.4K | 0.27% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,127 | $274.7K | 0.04% | −1,114−26.3% | Reduced |
| Trust Co of Virginia | 3,150 | $276.7K | 0.03% | −14−0.4% | Reduced |
| River Street Advisors LLC | 3,156 | $277.2K | 0.27% | +3,156 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,171 | $278.5K | 0.02% | −1,322−29.4% | Reduced |
| BTC Capital Management, Inc. | 3,180 | $279.3K | 0.03% | −175−5.2% | Reduced |
| Schrum Private Wealth Management LLC | 3,196 | $280.7K | 0.32% | +194+6.5% | Added |
| Clear Street Markets LLC | 3,200 | $281.0K | 0.08% | +3,200 | New |
| APCM Wealth Management for Individuals | 3,200 | $281.1K | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 3,215 | $282.4K | 0.00% | +452+16.4% | Added |
| Act Wealth Management, LLC | 3,218 | $282.7K | 0.17% | −205−6.0% | Reduced |
| Simplex Trading, LLC | 3,229 | $283.0K | 0.01% | −32,195−90.9% | Reduced |
| Wedmont Private Capital | 3,503 | $285.8K | 0.04% | +568+19.4% | Added |
| SOA Wealth Advisors, LLC. | 3,259 | $286.3K | 0.07% | +4+0.1% | Added |
| Westshore Wealth, LLC | 3,280 | $288.1K | 0.15% | +113+3.6% | Added |
| Gruss & Co., LLC | 3,300 | $289.9K | 1.83% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 3,303 | $290.1K | 0.92% | +787+31.3% | Added |
| Vaughan David Investments LLC | 3,325 | $292.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 3,350 | $294.3K | 0.03% | −50−1.5% | Reduced |
| BLB&B Advisors, LLC | 3,353 | $294.5K | 0.02% | +3,353 | New |
| Glen Eagle Advisors, LLC | 3,357 | $294.9K | 0.07% | −315−8.6% | Reduced |
| Parkside Financial Bank & Trust | 3,360 | $295.2K | 0.08% | −158−4.5% | Reduced |
| Wagner Wealth Management, LLC | 3,361 | $295.2K | 0.13% | +321+10.6% | Added |
| Grey Street Capital, LLC | 3,363 | $295.4K | 0.21% | +3,363 | New |
| Bryn Mawr Trust Co | 3,368 | $296.0K | 0.01% | −123−3.5% | Reduced |
| Savant Capital, LLC | 3,370 | $296.0K | 0.01% | +3,370 | New |
| Marshall Financial Group LLC | 3,383 | $297.2K | 0.11% | −8−0.2% | Reduced |
| SC&H Financial Advisors, Inc. | 3,386 | $297.4K | 0.11% | +3,386 | New |
| Optimum Investment Advisors | 3,400 | $298.7K | 0.16% | −1,200−26.1% | Reduced |
| Washington Trust Co | 3,400 | $298.7K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 3,400 | $298.7K | 0.19% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,438 | $302.0K | 0.08% | −25,227−88.0% | Reduced |
| Iron Financial, LLC | 3,442 | $302.4K | 0.17% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,452 | $303.2K | 0.04% | +267+8.4% | Added |
| Garden State Investment Advisory Services LLC | 3,454 | $303.4K | 0.15% | +48+1.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,456 | $303.6K | 0.20% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 3,480 | $305.7K | 0.27% | −983−22.0% | Reduced |
| Essex LLC | 4,141 | $307.2K | 0.09% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,507 | $308.0K | 0.03% | −1,548−30.6% | Reduced |
| World Equity Group, Inc. | 998 | $308.2K | 0.05% | −2,421−70.8% | Reduced |
| Baystate Wealth Management LLC | 3,510 | $308.4K | 0.03% | +23+0.7% | Added |
| Ten Capital Wealth Advisors, LLC | 3,518 | $309.0K | 0.10% | +1,743+98.2% | Added |
| Howland Capital Management LLC | 3,533 | $310.3K | 0.02% | +16+0.5% | Added |
| One Capital Management, LLC | 3,535 | $310.5K | 0.02% | +3,535 | New |
| Warther Private Wealth, LLC | 3,537 | $310.7K | 0.24% | −1,674−32.1% | Reduced |
| Select Asset Management & Trust | 3,550 | $312.0K | 0.28% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,676 | $313.6K | 0.34% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,576 | $314.1K | 0.22% | +486+15.7% | Added |
| Cypress Wealth Services, LLC | 3,585 | $314.9K | 0.09% | +102+2.9% | Added |
| Avantax Planning Partners, Inc. | 3,591 | $315.4K | 0.01% | −611−14.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,593 | $315.6K | 0.12% | −2−0.1% | Reduced |
| Culbertson A N & Co Inc | 3,600 | $316.2K | 0.06% | −2,180−37.7% | Reduced |
| Atlas Capital Advisors LLC | 3,600 | $316.2K | 0.05% | +400+12.5% | Added |
| DB Wealth Management Group, LLC | 3,607 | $316.8K | 0.20% | 00.0% | Unchanged |
| Balentine LLC | 3,624 | $318.3K | 0.01% | +414+12.9% | Added |
| Farther Finance Advisors, LLC | 3,626 | $318.5K | 0.09% | +3,442+1,870.7% | Added |
| Maven Securities LTD | 3,652 | $320.8K | 0.05% | +3,652 | New |
| Capital Investment Advisory Services, LLC | 3,706 | $325.5K | 0.04% | +278+8.1% | Added |
| SlateStone Wealth, LLC | 3,712 | $326.0K | 0.07% | +412+12.5% | Added |