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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 4,917 | $431.9K | 0.11% | −1,376−21.9% | Reduced |
| Perkins Coie Trust Co | 4,920 | $432.2K | 0.13% | +854+21.0% | Added |
| V Wealth Advisors LLC | 4,933 | $433.3K | 0.08% | +129+2.7% | Added |
| Kistler-Tiffany Companies, LLC | 4,956 | $435.4K | 0.08% | +91+1.9% | Added |
| Charter Trust Co | 4,982 | $437.6K | 0.03% | −461−8.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $439.0K | 0.00% | +2,007+67.1% | Added |
| Voss Capital, LLC | 5,000 | $439.2K | 0.06% | −164,403−97.0% | Reduced |
| Woodstock Corp | 5,000 | $439.2K | 0.06% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 5,000 | $439.2K | 0.25% | 00.0% | Unchanged |
| L.M. Kohn & Company | 5,009 | $439.9K | 0.18% | +651+14.9% | Added |
| First American Trust, FSB | 5,029 | $441.0K | 0.07% | −400−7.4% | Reduced |
| 1620 Investment Advisors, Inc. | 5,023 | $441.2K | 0.53% | +70+1.4% | Added |
| Alpha Cubed Investments, LLC | 5,049 | $443.5K | 0.03% | −3,398−40.2% | Reduced |
| David R. Rahn & Associates Inc. | 5,050 | $443.6K | 0.23% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 5,052 | $443.8K | 0.10% | +364+7.8% | Added |
| Morton Capital Management LLC | 5,055 | $444.0K | 0.16% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 5,058 | $444.3K | 0.16% | +19+0.4% | Added |
| Verus Capital Partners, LLC | 5,064 | $444.8K | 0.07% | −93−1.8% | Reduced |
| Kozak & Associates, Inc. | 5,078 | $446.0K | 0.20% | −69−1.3% | Reduced |
| RSM US Wealth Management LLC | 5,127 | $450.3K | 0.02% | +2,385+87.0% | Added |
| Blackston Financial Advisory Group, LLC | 5,136 | $451.0K | 0.34% | +803+18.5% | Added |
| Old Port Advisors | 5,417 | $451.8K | 0.16% | −63−1.1% | Reduced |
| Curi Capital | 5,151 | $452.4K | 0.07% | +50+1.0% | Added |
| Slow Capital, Inc. | 5,158 | $453.1K | 0.08% | +271+5.5% | Added |
| Salem Investment Counselors Inc | 5,184 | $455.4K | 0.02% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 5,111 | $457.2K | 0.57% | +5,111 | New |
| LMG Wealth Partners, LLC | 5,214 | $458.0K | 0.15% | +5,214 | New |
| Geneos Wealth Management Inc. | 5,220 | $458.5K | 0.03% | +1,282+32.6% | Added |
| Meridian Wealth Advisors, LLC | 5,235 | $459.8K | 0.12% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,241 | $460.3K | 0.07% | +5,241 | New |
| Symmetry Partners, LLC | 5,271 | $463.0K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 5,279 | $463.7K | 0.02% | −481−8.4% | Reduced |
| Headlands Technologies LLC | 5,282 | $464.0K | 0.31% | +5,282 | New |
| Heritage Investors Management Corp | 5,283 | $464.0K | 0.02% | −60−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,293 | $465.0K | 0.02% | +1,556+41.6% | Added |
| Burns J W & Co Inc | 5,325 | $468.0K | 0.08% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,351 | $470.0K | 0.10% | +5,351 | New |
| McKinley Carter Wealth Services, Inc. | 5,381 | $472.7K | 0.04% | +74+1.4% | Added |
| Nilsine Partners, LLC | 5,407 | $475.0K | 0.07% | +5,407 | New |
| McDonald Partners LLC | 5,416 | $475.7K | 0.15% | +26+0.5% | Added |
| Atlantic Union Bankshares Corp | 5,428 | $476.8K | 0.05% | −126−2.3% | Reduced |
| AdvisorNet Financial, Inc | 5,430 | $477.0K | 0.04% | −321−5.6% | Reduced |
| Guinness Asset Management LTD | 5,443 | $478.1K | 0.01% | +460+9.2% | Added |
| RMB Capital Management, LLC | 5,453 | $479.0K | 0.02% | +454+9.1% | Added |
| Octavia Wealth Advisors, LLC | 5,471 | $480.6K | 0.11% | +77+1.4% | Added |
| NorthRock Partners, LLC | 5,471 | $480.6K | 0.05% | −151−2.7% | Reduced |
| Sage Mountain Advisors LLC | 5,492 | $482.4K | 0.08% | +605+12.4% | Added |
| Augustine Asset Management Inc | 5,496 | $482.8K | 0.24% | −19−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 5,500 | $483.1K | 0.10% | −450−7.6% | Reduced |
| Fort Point Capital Partners LLC | 5,505 | $483.6K | 0.08% | −25−0.5% | Reduced |
| Powell Investment Advisors, LLC | 5,521 | $485.0K | 0.27% | −56−1.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,537 | $486.4K | 0.15% | +200+3.7% | Added |
| Sound View Wealth Advisors Group, LLC | 5,540 | $486.6K | 0.07% | −2,306−29.4% | Reduced |
| Viawealth, LLC | 5,575 | $489.7K | 0.39% | +1,116+25.0% | Added |
| Oak Harbor Wealth Partners, LLC | 5,579 | $490.1K | 0.18% | 00.0% | Unchanged |
| Boltwood Capital Management | 5,581 | $490.2K | 0.18% | +258+4.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,652 | $496.5K | 0.01% | −96,181−94.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 5,653 | $496.6K | 0.15% | +404+7.7% | Added |
| Jump Financial, LLC | 5,654 | $496.6K | 0.02% | +5,654 | New |
| Curbstone Financial Management Corp | 5,680 | $498.9K | 0.12% | −200−3.4% | Reduced |
| Samalin Investment Counsel, LLC | 5,708 | $501.4K | 0.30% | +298+5.5% | Added |
| Wealthsource Partners, LLC | 5,719 | $502.4K | 0.03% | −1,501−20.8% | Reduced |
| TRUE Private Wealth Advisors | 5,746 | $504.7K | 0.07% | −566−9.0% | Reduced |
| Flputnam Investment Management Co | 5,750 | $505.0K | 0.02% | −670−10.4% | Reduced |
| NTV Asset Management LLC | 5,790 | $508.6K | 0.09% | +1,000+20.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,832 | $512.3K | 0.00% | −315−5.1% | Reduced |
| Forte Capital LLC | 5,837 | $512.7K | 0.08% | −83−1.4% | Reduced |
| Davis R M Inc | 5,838 | $513.0K | 0.01% | +30+0.5% | Added |
| Alan B. Lancz & Associates, Inc. | 5,850 | $513.9K | 0.53% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 5,859 | $514.7K | 0.77% | +410+7.5% | Added |
| Ropes Wealth Advisors LLC | 5,868 | $515.4K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 5,893 | $517.6K | 0.06% | −577−8.9% | Reduced |
| Heritage Wealth Advisors | 5,905 | $518.7K | 0.03% | −100−1.7% | Reduced |
| Soltis Investment Advisors LLC | 5,911 | $519.2K | 0.07% | −327−5.2% | Reduced |
| Balyasny Asset Management LLC | 5,915 | $519.6K | 0.00% | +5,915 | New |
| Triumph Capital Management | 5,925 | $520.5K | 0.27% | −3,284−35.7% | Reduced |
| Old North State Trust, LLC | 5,966 | $524.0K | 0.36% | +405+7.3% | Added |
| Redhawk Wealth Advisors, Inc. | 5,998 | $526.8K | 0.18% | +49+0.8% | Added |
| First PREMIER Bank | 6,000 | $527.0K | 0.15% | −55−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $527.0K | 0.21% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 6,016 | $528.5K | 0.09% | +123+2.1% | Added |
| Domani Wealth, LLC | 6,027 | $529.4K | 0.12% | +93+1.6% | Added |
| Waddell & Associates, LLC | 6,046 | $531.1K | 0.08% | +6,046 | New |
| Prentice Wealth Management LLC | 6,054 | $531.8K | 0.25% | −100−1.6% | Reduced |
| Overbrook Management Corp | 6,065 | $532.8K | 0.14% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 6,093 | $535.2K | 0.12% | +351+6.1% | Added |
| Visionary Wealth Advisors | 6,099 | $535.8K | 0.05% | +100+1.7% | Added |
| Callan Capital, LLC | 6,107 | $536.4K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,121 | $537.7K | 0.02% | −598−8.9% | Reduced |
| Purus Wealth Management, LLC | 6,122 | $537.8K | 0.42% | −106−1.7% | Reduced |
| Van Cleef Asset Management,Inc | 6,161 | $541.2K | 0.08% | +10.0% | Added |
| BDO Wealth Advisors, LLC | 6,187 | $543.4K | 0.07% | +391+6.7% | Added |
| Wetherby Asset Management Inc | 6,238 | $548.0K | 0.03% | +2,448+64.6% | Added |
| Beaumont Asset Management, L.L.C. | 6,239 | $548.0K | 0.40% | −264−4.1% | Reduced |
| Perennial Advisors, LLC | 6,288 | $552.3K | 0.16% | +1,708+37.3% | Added |
| Live Oak Investment Partners | – | $555.7K | 0.49% | – | – |
| Coastal Investment Advisors, Inc. | 6,361 | $558.7K | 0.14% | +50+0.8% | Added |
| Quad-Cities Investment Group, LLC | 6,363 | $559.0K | 0.39% | +4+0.1% | Added |
| NCM Capital Management, LLC | 6,414 | $563.0K | 0.42% | +300+4.9% | Added |
| Missouri Trust & Investment Co | 6,418 | $563.8K | 0.36% | +2,383+59.1% | Added |