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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 6,433 | $565.1K | 0.03% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 6,441 | $565.8K | 0.42% | −310−4.6% | Reduced |
| Silverlake Wealth Management LLC | 6,456 | $567.1K | 0.34% | −2,126−24.8% | Reduced |
| InterOcean Capital Group, LLC | 6,465 | $567.9K | 0.02% | +182+2.9% | Added |
| Bayesian Capital Management, LP | 6,467 | $568.1K | 0.07% | +6,467 | New |
| IAM Advisory, LLC | 6,478 | $569.1K | 0.20% | −540−7.7% | Reduced |
| RW Investment Management LLC | 6,600 | $579.7K | 0.16% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 6,688 | $584.5K | 0.31% | +6,688 | New |
| SRS Capital Advisors, Inc. | 6,676 | $586.4K | 0.08% | +31+0.5% | Added |
| Keybank National Association | 6,680 | $586.8K | 0.00% | +1,141+20.6% | Added |
| Hilltop Holdings Inc. | 6,692 | $587.8K | 0.08% | +3,249+94.4% | Added |
| Addison Capital Co | 6,728 | $591.0K | 0.45% | −808−10.7% | Reduced |
| Element Wealth, LLC | 6,795 | $596.9K | 0.45% | +21+0.3% | Added |
| First Pacific Advisors, LP | 6,800 | $597.3K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 6,825 | $599.5K | 0.07% | +6,825 | New |
| Park Edge Advisors, LLC | 6,829 | $599.9K | 0.23% | +113+1.7% | Added |
| South State Corp. | 6,835 | $600.4K | 0.06% | −281−3.9% | Reduced |
| Qtron Investments LLC | 6,866 | $603.1K | 0.12% | −1,389−16.8% | Reduced |
| XR Securities LLC | 6,869 | $603.4K | 0.85% | +1,033+17.7% | Added |
| Pathway Financial Advisers, LLC | 6,875 | $603.8K | 0.24% | +1,733+33.7% | Added |
| Virtue Capital Management, LLC | 7,083 | $604.3K | 0.10% | +120+1.7% | Added |
| Old National Bancorp | 6,914 | $607.3K | 0.02% | −956−12.1% | Reduced |
| St. Clair Advisors, LLC | 6,950 | $610.5K | 0.27% | +6,950 | New |
| Walker Asset Management, LLC | 6,964 | $611.7K | 0.53% | +215+3.2% | Added |
| WealthTrust Axiom LLC | 6,971 | $612.4K | 0.21% | +24+0.3% | Added |
| LCNB Corp | 6,984 | $613.5K | 0.28% | +330+5.0% | Added |
| Monetary Management Group Inc | 7,000 | $614.9K | 0.18% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 7,001 | $615.0K | 0.22% | −10.0% | Reduced |
| Aspen Grove Capital, LLC | 7,003 | $615.1K | 0.27% | +272+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 7,007 | $615.5K | 0.33% | −112−1.6% | Reduced |
| Excalibur Management Corp | 7,008 | $615.6K | 0.32% | +39+0.6% | Added |
| Focus Financial Network, Inc. | 7,028 | $617.3K | 0.04% | +109+1.6% | Added |
| Empire Financial Management Company, LLC | 7,072 | $621.3K | 0.25% | +7,072 | New |
| Gables Capital Management Inc. | 7,080 | $621.9K | 0.43% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 7,086 | $622.4K | 0.91% | +244+3.6% | Added |
| Westwood Wealth Management | 7,100 | $623.7K | 0.58% | −1,650−18.9% | Reduced |
| Cladis Investment Advisory, LLC | 7,100 | $623.7K | 0.56% | −500−6.6% | Reduced |
| Southland Equity Partners LLC | 7,109 | $624.4K | 0.25% | +489+7.4% | Added |
| Horizon Kinetics Asset Management LLC | 7,150 | $628.1K | 0.01% | +590+9.0% | Added |
| Galvin, Gaustad & Stein, LLC | 7,206 | $633.0K | 0.06% | −314−4.2% | Reduced |
| EPG Wealth Management LLC | 7,216 | $633.9K | 0.20% | +1,836+34.1% | Added |
| David Loasby | 7,730 | $635.3K | 0.07% | +7,730 | New |
| Schmidt P J Investment Management Inc | 7,294 | $635.6K | 0.13% | −941−11.4% | Reduced |
| Sage Rhino Capital LLC | 7,299 | $641.1K | 0.19% | +7,299 | New |
| Hamilton Capital Partners Inc. | 7,300 | $641.2K | 0.23% | −5,100−41.1% | Reduced |
| Haverford Trust Co | 7,300 | $641.2K | 0.01% | −442−5.7% | Reduced |
| Linscomb & Williams, Inc. | 7,310 | $642.1K | 0.03% | −4,109−36.0% | Reduced |
| Choate Investment Advisors | 7,400 | $650.0K | 0.03% | 00.0% | Unchanged |
| Heirloom Wealth Management | 7,409 | $650.8K | 0.31% | −854−10.3% | Reduced |
| Granite Bay Wealth Management, LLC | 7,451 | $654.0K | 0.46% | +1,835+32.7% | Added |
| Azimuth Capital Investment Management LLC | 7,450 | $654.4K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 7,451 | $654.5K | 0.03% | −4,001−34.9% | Reduced |
| Sippican Capital Advisors | 7,454 | $654.8K | 0.63% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 7,458 | $655.1K | 0.39% | +4+0.1% | Added |
| WNY Asset Management, LLC | 7,475 | $656.6K | 0.16% | −2,000−21.1% | Reduced |
| Element Pointe Advisors, LLC | 7,501 | $658.9K | 0.22% | +300+4.2% | Added |
| Ferguson Wellman Capital Management, Inc | 7,504 | $659.2K | 0.02% | −821−9.9% | Reduced |
| Paragon Private Wealth Management, LLC | 7,509 | $659.6K | 0.56% | +879+13.3% | Added |
| Jeppson Wealth Management, LLC | 7,524 | $660.9K | 0.29% | −203−2.6% | Reduced |
| Atomi Financial Group, Inc. | 7,571 | $665.0K | 0.37% | +7,571 | New |
| Cigna Investments Inc | 7,589 | $666.0K | 0.13% | −57−0.7% | Reduced |
| Financial Partners Group, Inc | 7,633 | $670.5K | 0.15% | −618−7.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,663 | $673.2K | 0.07% | +62+0.8% | Added |
| Sterling Investment Counsel, LLC | 7,676 | $674.3K | 0.40% | −624−7.5% | Reduced |
| Voya Financial Advisors, Inc. | 7,872 | $675.0K | 0.08% | +222+2.9% | Added |
| Herold Advisors, Inc. | 7,686 | $675.1K | 0.23% | +5+0.1% | Added |
| Harbor Advisors LLC | 7,700 | $676.4K | 0.16% | +2,700+54.0% | Added |
| Options Solutions, LLC | 7,747 | $680.5K | 0.78% | +20+0.3% | Added |
| Per Stirling Capital Management, LLC. | 7,770 | $682.5K | 0.15% | −2,479−24.2% | Reduced |
| Strategic Blueprint, LLC | 7,771 | $682.6K | 0.07% | +267+3.6% | Added |
| Tectonic Advisors LLC | 7,813 | $686.3K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,816 | $686.5K | 0.05% | −933−10.7% | Reduced |
| Bailard, Inc. | 7,816 | $686.6K | 0.02% | +64+0.8% | Added |
| Compass Financial Advisors LLC | 7,844 | $689.0K | 0.87% | +180+2.3% | Added |
| Vaughan & Co Securities, Inc. | 7,848 | $689.4K | 0.51% | −61−0.8% | Reduced |
| Chicago Trust Co NA | 7,912 | $695.0K | 0.17% | +3,659+86.0% | Added |
| Brookstone Capital Management | 7,988 | $696.8K | 0.01% | −3,502−30.5% | Reduced |
| Thoroughbred Financial Services, LLC | 7,992 | $702.0K | 0.10% | +1,415+21.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,021 | $704.6K | 0.08% | −24,093−75.0% | Reduced |
| Quantum Private Wealth, LLC | 8,043 | $706.5K | 0.38% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 8,111 | $712.8K | 0.01% | +3,414+72.7% | Added |
| Cravens & Co Advisors, LLC | 8,139 | $714.9K | 0.67% | +713+9.6% | Added |
| Baxter Bros Inc | 8,172 | $717.8K | 0.11% | +162+2.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 8,221 | $722.0K | 0.08% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 7,901 | $723.0K | 0.55% | +1,050+15.3% | Added |
| Byrne Asset Management LLC | 8,241 | $724.0K | 0.52% | +746+10.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,252 | $725.0K | 0.03% | +1,435+21.1% | Added |
| HBK Sorce Advisory LLC | 8,254 | $725.1K | 0.03% | +8,254 | New |
| Avory & Company, LLC | 8,259 | $725.5K | 0.50% | +4,777+137.2% | Added |
| HGK Asset Management Inc | 8,291 | $728.0K | 0.23% | +324+4.1% | Added |
| Gluskin Sheff & Assoc Inc | 8,300 | $729.1K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 8,345 | $733.0K | 0.21% | 00.0% | Unchanged |
| First National Trust Co | 8,356 | $734.0K | 0.04% | +475+6.0% | Added |
| MidWestOne Financial Group, Inc. | 8,401 | $737.9K | 0.17% | +1,850+28.2% | Added |
| Apexium Financial, LP | 8,494 | $746.1K | 0.07% | +20.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $748.3K | 0.39% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,584 | $754.0K | 0.44% | −969−10.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $755.4K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 8,616 | $756.8K | 0.15% | +892+11.5% | Added |
| LBMC Investment Advisors, LLC | 8,642 | $759.1K | 0.08% | +20.0% | Added |