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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 8,646 | $759.5K | 0.24% | −296−3.3% | Reduced |
| Advisor OS, LLC | 8,666 | $761.2K | 0.18% | +568+7.0% | Added |
| Prosperity Consulting Group, LLC | 8,673 | $761.9K | 0.48% | +651+8.1% | Added |
| Guyasuta Investment Advisors Inc | 8,700 | $764.2K | 0.06% | +3,000+52.6% | Added |
| Siemens Fonds Invest GmbH | 8,707 | $764.8K | 0.08% | +413+5.0% | Added |
| Palumbo Wealth Management LLC | 8,745 | $768.2K | 0.51% | −569−6.1% | Reduced |
| Change Path, LLC | 8,769 | $770.0K | 0.04% | +578+7.1% | Added |
| Latash Investments, LLC | 8,774 | $770.7K | 0.69% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,790 | $772.1K | 0.06% | +267+3.1% | Added |
| Dynamic Technology Lab Private Ltd | 8,800 | $773.0K | 0.07% | +8,800 | New |
| Tiedemann Advisors, LLC | 8,815 | $774.3K | 0.04% | +8,815 | New |
| Level Four Advisory Services, LLC | 8,900 | $781.8K | 0.05% | +2,405+37.0% | Added |
| Davis Investment Partners, LLC | 9,670 | $785.2K | 0.42% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,942 | $785.5K | 0.10% | −76−0.8% | Reduced |
| Retirement Group, LLC | 8,952 | $786.0K | 0.36% | −284−3.1% | Reduced |
| Pictet North America Advisors SA | 8,974 | $788.3K | 0.13% | −14,400−61.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,990 | $789.7K | 0.06% | −178−1.9% | Reduced |
| PBMares Wealth Management LLC | 9,003 | $790.8K | 0.29% | +5,000+124.9% | Added |
| Advisory Research Inc | 9,050 | $795.0K | 0.13% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 9,056 | $795.5K | 0.25% | +9,056 | New |
| Clarius Group, LLC | 9,058 | $795.7K | 0.07% | +440+5.1% | Added |
| Financial Counselors Inc | 9,088 | $798.0K | 0.02% | −1,654−15.4% | Reduced |
| First Pacific Financial | 9,115 | $800.7K | 0.37% | −41−0.4% | Reduced |
| Lokken Investment Group LLC | 9,176 | $806.0K | 0.61% | −140−1.5% | Reduced |
| Nwam LLC | 9,206 | $808.7K | 0.08% | +47+0.5% | Added |
| Bokf, NA | 9,223 | $810.1K | 0.02% | −5,068−35.5% | Reduced |
| Seven Post Investment Office LP | 9,251 | $812.6K | 0.29% | −72−0.8% | Reduced |
| Hexagon Capital Partners LLC | 9,290 | $816.0K | 0.23% | −811−8.0% | Reduced |
| Dakota Wealth Management | 9,296 | $816.5K | 0.05% | +791+9.3% | Added |
| Cantor Fitzgerald, L. P. | 9,300 | $816.9K | 0.02% | +170+1.9% | Added |
| MONECO Advisors, LLC | 9,311 | $817.9K | 0.24% | +321+3.6% | Added |
| Advisor Partners II, LLC | 9,391 | $824.9K | 0.05% | +1,685+21.9% | Added |
| Meitav Dash Investments Ltd | 9,092 | $825.4K | 0.01% | −16,410−64.3% | Reduced |
| Central Trust Co | 9,515 | $835.8K | 0.02% | +2,865+43.1% | Added |
| Cooper Financial Group | 9,523 | $836.5K | 0.23% | −160−1.7% | Reduced |
| Moody National Bank Trust Division | 9,562 | $839.9K | 0.07% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 9,574 | $841.0K | 0.03% | +482+5.3% | Added |
| Jupiter Wealth Management LLC | 9,575 | $841.1K | 0.77% | +2,525+35.8% | Added |
| Jackson Hole Capital Partners, LLC | 9,588 | $842.2K | 0.22% | +6,603+221.2% | Added |
| Thrivent Financial for Lutherans | 9,738 | $848.0K | 0.00% | +788+8.8% | Added |
| Carmel Capital Partners, LLC | 9,701 | $852.1K | 0.50% | −833−7.9% | Reduced |
| Beaumont Financial Advisors, LLC | 9,726 | $854.3K | 0.09% | −138−1.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 9,753 | $856.7K | 0.51% | +2,401+32.7% | Added |
| Tradition Wealth Management, LLC | 9,766 | $858.0K | 0.11% | +233+2.4% | Added |
| Insigneo Advisory Services, LLC | 9,776 | $858.7K | 0.27% | +2,291+30.6% | Added |
| Cambridge Trust Co | 9,780 | $859.1K | 0.04% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 9,820 | $862.6K | 0.62% | +10.0% | Added |
| Cullinan Associates Inc | 9,950 | $874.0K | 0.05% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 9,995 | $877.9K | 0.20% | +30.0% | Added |
| Chescapmanager LLC | 10,000 | $878.0K | 0.25% | +10,000 | New |
| Curated Wealth Partners LLC | 9,996 | $878.0K | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,998 | $878.2K | 0.04% | +1,386+16.1% | Added |
| Donald L. Hagan, LLC | 10,000 | $878.4K | 0.48% | 00.0% | Unchanged |
| Goodwin Daniel L | 10,100 | $887.2K | 0.45% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 10,890 | $888.9K | 0.32% | −597−5.2% | Reduced |
| Credit Agricole S A | 10,123 | $889.2K | 0.04% | +9,024+821.1% | Added |
| Merit Financial Group, LLC | 10,202 | $896.1K | 0.03% | −3,968−28.0% | Reduced |
| Dividend Assets Capital, LLC | 12,100 | $898.0K | 0.19% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 10,252 | $900.5K | 0.49% | +27+0.3% | Added |
| Jacobi Capital Management LLC | 10,275 | $902.5K | 0.11% | +996+10.7% | Added |
| Edmond de Rothschild Holding S.A. | 10,336 | $907.9K | 0.02% | +505+5.1% | Added |
| Douglass Winthrop Advisors, LLC | 10,375 | $911.0K | 0.02% | −35−0.3% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 10,625 | $911.1K | 0.90% | −5,835−35.4% | Reduced |
| Meeder Advisory Services, Inc. | 10,389 | $912.6K | 0.11% | +4,179+67.3% | Added |
| Norway Savings Bank | 10,408 | $914.2K | 0.46% | +575+5.8% | Added |
| Colony Group LLC | 10,415 | $915.0K | 0.01% | −19,122−64.7% | Reduced |
| Disciplined Equity Management, Inc. | 10,472 | $919.9K | 0.78% | +390+3.9% | Added |
| Daymark Wealth Partners, LLC | 10,540 | $925.8K | 0.12% | +2,736+35.1% | Added |
| Nations Financial Group Inc, | 10,684 | $938.5K | 0.10% | −2,990−21.9% | Reduced |
| Highlander Capital Management, LLC | 10,700 | $940.0K | 0.46% | −750−6.6% | Reduced |
| Private Trust Co NA | 10,711 | $940.9K | 0.13% | +272+2.6% | Added |
| Wambolt & Associates, LLC | 11,108 | $943.7K | 0.33% | +980+9.7% | Added |
| Yousif Capital Management, LLC | 10,764 | $945.5K | 0.01% | +450+4.4% | Added |
| DT Investment Partners, LLC | 10,674 | $947.3K | 0.11% | +2,630+32.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,800 | $948.7K | 0.67% | +125+1.2% | Added |
| TBH Global Asset Management, LLC | 10,954 | $962.2K | 0.21% | +425+4.0% | Added |
| Poehling Capital Management, LLC | 10,959 | $962.6K | 0.32% | −110−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 10,980 | $964.5K | 0.04% | +1,096+11.1% | Added |
| WMS Partners, LLC | 10,992 | $965.5K | 0.08% | +12+0.1% | Added |
| Ar Asset Management Inc | 11,000 | $966.0K | 0.26% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,000 | $966.2K | 0.01% | +11,000 | New |
| Moneta Group Investment Advisors LLC | 11,027 | $968.6K | 0.02% | +7,700+231.4% | Added |
| Chickasaw Capital Management LLC | 11,066 | $972.0K | 0.05% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 11,100 | $975.0K | 0.32% | 00.0% | Unchanged |
| Carson Advisory Inc. | 11,120 | $976.8K | 0.87% | −249−2.2% | Reduced |
| RFG Advisory, LLC | 11,137 | $978.3K | 0.05% | −1,269−10.2% | Reduced |
| Angeles Wealth Management, LLC | 11,182 | $982.2K | 0.15% | −568−4.8% | Reduced |
| Country Club Bank | 11,485 | $984.8K | 0.08% | −6−0.1% | Reduced |
| Magnus Financial Group LLC | 11,257 | $988.8K | 0.15% | +368+3.4% | Added |
| Verdence Capital Advisors LLC | 11,270 | $989.9K | 0.12% | −382−3.3% | Reduced |
| Mork Capital Management, LLC | 11,370 | $998.7K | 0.81% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 11,378 | $999.4K | 0.04% | +6,689+142.7% | Added |
| Almanack Investment Partners, LLC. | 11,434 | $1.00M | 0.20% | +10.0% | Added |
| Stiles Financial Services Inc | 11,457 | $1.01M | 0.54% | +2,951+34.7% | Added |
| Signaturefd, LLC | 11,477 | $1.01M | 0.03% | +3,102+37.0% | Added |
| Moseley Investment Management Inc | 11,503 | $1.01M | 0.66% | +641+5.9% | Added |
| Baker Tilly Wealth Management, LLC | 11,569 | $1.02M | 0.11% | +1,673+16.9% | Added |
| TD Private Client Wealth LLC | 11,576 | $1.02M | 0.05% | +1,271+12.3% | Added |
| Sowell Financial Services LLC | 11,584 | $1.02M | 0.08% | −8−0.1% | Reduced |
| M Holdings Securities, Inc. | 11,614 | $1.02M | 0.11% | −1,642−12.4% | Reduced |