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 |
|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 3,733 | $327.9K | 0.08% | −190−4.8% | Reduced |
| MSH Capital Advisors LLC | 3,734 | $328.0K | 0.14% | −50−1.3% | Reduced |
| Fundamentun, LLC | 3,757 | $330.0K | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 3,766 | $330.8K | 0.00% | +3,766 | New |
| Bernardo Wealth Planning LLC | 3,767 | $330.9K | 0.14% | +16+0.4% | Added |
| Meridian Wealth Management, LLC | 3,774 | $331.5K | 0.03% | −513−12.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,777 | $331.8K | 0.13% | −23−0.6% | Reduced |
| Pallas Capital Advisors LLC | 3,757 | $333.0K | 0.03% | −1,382−26.9% | Reduced |
| Townsend Asset Management Corp | 3,796 | $333.5K | 0.17% | +4+0.1% | Added |
| Gryphon Financial Partners LLC | 3,810 | $334.7K | 0.08% | +948+33.1% | Added |
| Armstrong Advisory Group, Inc | 3,820 | $335.5K | 0.04% | −100−2.6% | Reduced |
| Worth Financial Advisory Group, LLC | 3,825 | $336.0K | 0.32% | +137+3.7% | Added |
| Ausdal Financial Partners, Inc. | 3,830 | $336.5K | 0.05% | −1,746−31.3% | Reduced |
| PFG Investments, LLC | 3,840 | $337.3K | 0.07% | +3,840 | New |
| Regatta Capital Group, LLC | 4,560 | $338.3K | 0.12% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,858 | $338.9K | 0.06% | +187+5.1% | Added |
| Redwood Financial Network Corp | 3,871 | $340.0K | 0.35% | +60+1.6% | Added |
| Private Ocean, LLC | 3,875 | $340.4K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,981 | $341.4K | 0.05% | +52+1.3% | Added |
| Cornerstone Advisory, LLC | 3,888 | $341.5K | 0.06% | +479+14.1% | Added |
| Proequities, Inc. | 3,898 | $342.4K | 0.03% | −10,926−73.7% | Reduced |
| Stonnington Group, LLC | 4,080 | $344.0K | 0.09% | +4,080 | New |
| Covey Capital Advisors, LLC | 3,920 | $344.3K | 0.55% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,936 | $345.7K | 0.01% | +422+12.0% | Added |
| Burney Co | 3,968 | $348.5K | 0.02% | −6,094−60.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,995 | $350.9K | 0.07% | −330−7.6% | Reduced |
| First Heartland Consultants, Inc. | 4,035 | $354.5K | 0.05% | +15+0.4% | Added |
| Operose Advisors LLC | 4,073 | $357.7K | 0.18% | +3,198+365.5% | Added |
| Nicolet Bankshares Inc | 7,574 | $358.2K | 0.12% | +300+4.1% | Added |
| Sigma Investment Counselors Inc | 4,081 | $358.4K | 0.03% | +871+27.1% | Added |
| Marble Harbor Investment Counsel, LLC | 4,100 | $360.1K | 0.05% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 4,101 | $360.2K | 0.08% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,109 | $361.0K | 0.02% | −2,655−39.3% | Reduced |
| Ingalls & Snyder LLC | 4,132 | $363.0K | 0.02% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,151 | $364.6K | 0.10% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,153 | $364.8K | 0.14% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,393 | $365.2K | 0.23% | +50+1.2% | Added |
| Cookson Peirce & Co Inc | 4,166 | $366.0K | 0.02% | +574+16.0% | Added |
| Fukoku Mutual Life Insurance Co | 4,180 | $367.2K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,185 | $367.6K | 0.05% | −51−1.2% | Reduced |
| Cowen Prime Advisors LLC | 4,134 | $369.0K | 0.15% | +34+0.8% | Added |
| Bienville Capital Management, LLC | 4,202 | $369.1K | 0.15% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,206 | $369.5K | 0.00% | −452−9.7% | Reduced |
| Channel Wealth LLC | 4,219 | $370.6K | 0.24% | +4,219 | New |
| Annex Advisory Services, LLC | 4,220 | $370.8K | 0.02% | −30−0.7% | Reduced |
| Fulton Bank, N.A. | 4,221 | $370.8K | 0.02% | +4,221 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 4,327 | $371.0K | 0.02% | −345−7.4% | Reduced |
| Camden Capital, LLC | 4,265 | $374.6K | 0.06% | +3+0.1% | Added |
| Ellevest, Inc. | 4,270 | $375.1K | 0.03% | +2,459+135.8% | Added |
| Cora Capital Advisors LLC | 4,288 | $376.7K | 0.28% | −70−1.6% | Reduced |
| Westmount Partners, LLC | 4,293 | $377.1K | 0.17% | −659−13.3% | Reduced |
| Accurate Wealth Management, LLC | 4,623 | $377.2K | 0.13% | +151+3.4% | Added |
| CAPROCK Group, Inc. | 4,308 | $378.4K | 0.03% | +524+13.8% | Added |
| Lincoln Capital Corp | 4,313 | $378.9K | 0.22% | −397−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,318 | $379.0K | 0.01% | −612−12.4% | Reduced |
| Blue Square Asset Management, LLC | 4,335 | $380.8K | 0.25% | +4,335 | New |
| XTX Topco Ltd | 4,339 | $381.1K | 0.08% | +4,339 | New |
| West Bancorporation Inc | 4,347 | $381.8K | 0.29% | −701−13.9% | Reduced |
| Romano Brothers and Company | 4,359 | $382.9K | 0.06% | +6+0.1% | Added |
| Univest Financial Corp | 4,394 | $386.0K | 0.12% | +4,394 | New |
| Morse Asset Management, Inc | 4,400 | $386.0K | 0.13% | −150−3.3% | Reduced |
| Jmac Enterprises LLC | 4,400 | $386.5K | 0.10% | +4,400 | New |
| Fairfield, Bush & Co. | 4,408 | $387.2K | 0.14% | −1,000−18.5% | Reduced |
| Wealth Alliance | 4,414 | $387.7K | 0.06% | +368+9.1% | Added |
| Round Rock Advisors, LLC | 4,446 | $390.5K | 0.15% | −1,651−27.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 4,447 | $390.6K | 0.20% | +42+1.0% | Added |
| Claro Advisors LLC | 4,454 | $391.2K | 0.11% | −5,166−53.7% | Reduced |
| BSW Wealth Partners | 4,472 | $392.8K | 0.08% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 4,474 | $393.0K | 0.08% | +4,474 | New |
| Gradient Capital Advisors, LLC | 4,487 | $394.1K | 0.17% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,487 | $394.2K | 0.02% | −15,124−77.1% | Reduced |
| Merrion Investment Management Co, LLC | 4,500 | $395.3K | 0.38% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,517 | $396.7K | 0.02% | +1,065+30.9% | Added |
| LexAurum Advisors, LLC | 4,525 | $397.5K | 0.13% | −150−3.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,535 | $398.4K | 0.02% | +38+0.8% | Added |
| Schnieders Capital Management LLC | 4,538 | $398.6K | 0.09% | −3,000−39.8% | Reduced |
| San Luis Wealth Advisors LLC | 4,558 | $400.0K | 0.15% | +51+1.1% | Added |
| Vise Technologies, Inc. | 4,577 | $402.1K | 0.11% | +625+15.8% | Added |
| Enterprise Financial Services Corp | 4,580 | $402.3K | 0.26% | +4,580 | New |
| Wealth Management Solutions, LLC | 4,597 | $403.8K | 0.23% | +204+4.6% | Added |
| Adviser Investments LLC | 4,612 | $405.1K | 0.01% | −900−16.3% | Reduced |
| Janney Capital Management LLC | 4,622 | $406.0K | 0.03% | −1,274−21.6% | Reduced |
| Trust Co of Toledo NA | 4,688 | $411.8K | 0.07% | +4,688 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,706 | $413.4K | 0.02% | +170+3.7% | Added |
| Keystone Investors Pte Ltd | 4,720 | $414.6K | 0.08% | +4,720 | New |
| BBR Partners, LLC | 4,732 | $415.7K | 0.05% | −90−1.9% | Reduced |
| Summit Financial, LLC | 4,747 | $417.0K | 0.04% | +792+20.0% | Added |
| Ascent Group, LLC | 4,750 | $417.2K | 0.04% | −23,910−83.4% | Reduced |
| Arcus Capital Partners, LLC | 4,750 | $417.2K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,752 | $417.4K | 0.01% | +379+8.7% | Added |
| BOS Asset Management, LLC | 4,767 | $418.7K | 0.35% | +113+2.4% | Added |
| Mission Wealth Management, LP | 4,779 | $419.8K | 0.02% | +63+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,800 | $421.6K | 0.24% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,816 | $423.0K | 0.10% | −220−4.4% | Reduced |
| StrategIQ Financial Group, LLC | 4,824 | $423.8K | 0.05% | −25−0.5% | Reduced |
| Smithfield Trust Co | 4,833 | $425.0K | 0.03% | +83+1.7% | Added |
| Plotkin Financial Advisors, LLC | 4,859 | $426.8K | 0.40% | +6+0.1% | Added |
| Vanguard Capital Wealth Advisors | 4,867 | $427.5K | 0.43% | 00.0% | Unchanged |
| Alerus Financial NA | 4,882 | $428.8K | 0.04% | −2,026−29.3% | Reduced |
| Godsey & Gibb Associates | 4,902 | $430.6K | 0.05% | −2,562−34.3% | Reduced |