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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 11,607 | $1.02M | 0.12% | +784+7.2% | Added |
| Marcum Wealth, LLC | 11,629 | $1.02M | 0.13% | −706−5.7% | Reduced |
| WealthPlan Investment Management, LLC | 11,652 | $1.02M | 0.18% | −17,349−59.8% | Reduced |
| StrongBox Wealth, LLC | 11,697 | $1.03M | 0.69% | +11,697 | New |
| SageView Advisory Group, LLC | 11,750 | $1.03M | 0.07% | +3,079+35.5% | Added |
| Walter & Keenan Financial Consulting Co | 11,776 | $1.03M | 0.39% | +93+0.8% | Added |
| RDA Financial Network | 11,813 | $1.04M | 0.47% | −570−4.6% | Reduced |
| Valeo Financial Advisors, LLC | 11,840 | $1.04M | 0.05% | +1,594+15.6% | Added |
| Sheets Smith Wealth Management | 11,859 | $1.04M | 0.16% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 11,872 | $1.04M | 0.35% | +14+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,242 | $1.05M | 0.28% | −388−3.1% | Reduced |
| Welch & Forbes LLC | 11,966 | $1.05M | 0.02% | −6,293−34.5% | Reduced |
| E&G Advisors, LP | 11,984 | $1.05M | 0.39% | +250+2.1% | Added |
| Blue Fin Capital, Inc. | 13,063 | $1.06M | 0.34% | +1,162+9.8% | Added |
| Hudson Valley Investment Advisors Inc | 12,032 | $1.06M | 0.15% | −823−6.4% | Reduced |
| Wesbanco Bank Inc | 12,109 | $1.06M | 0.05% | −15−0.1% | Reduced |
| United Bank | 12,160 | $1.07M | 0.63% | +1,744+16.7% | Added |
| Accretive Wealth Partners, LLC | 12,179 | $1.07M | 0.68% | +359+3.0% | Added |
| RMR Wealth Builders | 12,189 | $1.07M | 0.20% | +501+4.3% | Added |
| Andra AP-fonden | 12,300 | $1.08M | 0.03% | −34,800−73.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 12,337 | $1.08M | 0.74% | −60−0.5% | Reduced |
| First Hawaiian Bank | 12,337 | $1.08M | 0.04% | +12,337 | New |
| La Banque Postale Asset Management SA | 12,508 | $1.10M | 0.03% | −870−6.5% | Reduced |
| New York Life Investment Management LLC | 12,535 | $1.10M | 0.01% | −267−2.1% | Reduced |
| Xcel Wealth Management, LLC | 12,540 | $1.10M | 0.39% | +12,540 | New |
| Baldwin Investment Management, LLC | 12,550 | $1.10M | 0.20% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 12,566 | $1.10M | 0.12% | 00.0% | Unchanged |
| Brave Asset Management Inc | 12,655 | $1.11M | 0.35% | +250+2.0% | Added |
| Independent Solutions Wealth Management, LLC | 12,697 | $1.12M | 0.33% | +73+0.6% | Added |
| Linden Thomas Advisory Services, LLC | 12,698 | $1.12M | 0.28% | +1,880+17.4% | Added |
| Segment Wealth Management, LLC | 12,710 | $1.12M | 0.13% | −1,500−10.6% | Reduced |
| Hills Bank & Trust Co | 12,818 | $1.13M | 0.16% | +3,339+35.2% | Added |
| Accel Wealth Management | 12,867 | $1.13M | 0.46% | +41+0.3% | Added |
| Regions Financial Corp | 13,041 | $1.15M | 0.01% | −28−0.2% | Reduced |
| IHT Wealth Management, LLC | 13,068 | $1.15M | 0.07% | +740+6.0% | Added |
| Glenview Trust Co | 13,101 | $1.15M | 0.03% | +980+8.1% | Added |
| Zhang Financial LLC | 13,114 | $1.15M | 0.13% | +1,019+8.4% | Added |
| First United Bank Trust | 13,130 | $1.15M | 0.54% | −361−2.7% | Reduced |
| AIA Group Ltd | 13,142 | $1.15M | 0.06% | +31+0.2% | Added |
| Summit Trail Advisors, LLC | 13,150 | $1.16M | 0.05% | −5,159−28.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,184 | $1.16M | 0.32% | +10.0% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.16M | 2.39% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 13,273 | $1.17M | 0.01% | −1,058−7.4% | Reduced |
| Stock Yards Bank & Trust Co | 13,298 | $1.17M | 0.04% | +5,569+72.1% | Added |
| Beacon Investment Advisory Services, Inc. | 13,300 | $1.17M | 0.06% | +7,505+129.5% | Added |
| Chapin Davis, Inc. | 13,359 | $1.17M | 0.61% | −899−6.3% | Reduced |
| Gotham Asset Management, LLC | 13,410 | $1.18M | 0.03% | +13,410 | New |
| Dimension Capital Management LLC | 13,418 | $1.18M | 0.27% | +6,720+100.3% | Added |
| South Dakota Investment Council | 13,434 | $1.18M | 0.03% | −2,802−17.3% | Reduced |
| Great Lakes Retirement, Inc. | 13,462 | $1.18M | 0.22% | +262+2.0% | Added |
| Western Wealth Management, LLC | 13,512 | $1.19M | 0.11% | +691+5.4% | Added |
| Assenagon Asset Management S.A. | 13,571 | $1.19M | 0.00% | −666−4.7% | Reduced |
| Klingman & Associates, LLC | 13,720 | $1.21M | 0.10% | −193−1.4% | Reduced |
| Pittenger & Anderson Inc | 13,744 | $1.21M | 0.06% | −6,513−32.2% | Reduced |
| Caz Investments LP | 13,800 | $1.21M | 3.54% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,830 | $1.21M | 0.17% | +125+0.9% | Added |
| Banque Pictet & Cie SA | 13,874 | $1.22M | 0.01% | −14,558−51.2% | Reduced |
| Highland Capital Management, LLC | 13,965 | $1.23M | 0.09% | +25+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 13,973 | $1.23M | 0.09% | +1,785+14.6% | Added |
| VGI Partners Ltd | 14,000 | $1.23M | 0.24% | +14,000 | New |
| Investors Asset Management of Georgia Inc | 14,041 | $1.23M | 0.66% | +266+1.9% | Added |
| Sandbox Financial Partners, LLC | 14,103 | $1.24M | 0.75% | −264−1.8% | Reduced |
| Lodestone Wealth Management LLC | 14,111 | $1.24M | 0.96% | +37+0.3% | Added |
| Group One Trading, L.P. | 14,289 | $1.26M | 0.06% | +1,300+10.0% | Added |
| Veritable, L.P. | 14,297 | $1.26M | 0.02% | +1,349+10.4% | Added |
| Financial Advisory Service, Inc. | 14,337 | $1.26M | 0.14% | +3,719+35.0% | Added |
| Waters Parkerson & Co., LLC | 14,396 | $1.26M | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 14,481 | $1.27M | 0.53% | −2,493−14.7% | Reduced |
| Asset Management Corp | 14,531 | $1.28M | 1.00% | −1,234−7.8% | Reduced |
| Huntington National Bank | 14,546 | $1.28M | 0.01% | +219+1.5% | Added |
| Redmond Asset Management, LLC | 14,607 | $1.28M | 0.44% | +14,607 | New |
| Pinnacle West Asset Management, Inc. | 14,750 | $1.30M | 1.35% | +14,750 | New |
| Bessemer Securities LLC | 14,825 | $1.30M | 0.61% | −2,000−11.9% | Reduced |
| Rossmore Private Capital | 14,826 | $1.30M | 0.20% | +5,665+61.8% | Added |
| Ashton Thomas Private Wealth, LLC | 14,995 | $1.32M | 0.12% | +1,571+11.7% | Added |
| Capital Investment Advisors, LLC | 15,048 | $1.32M | 0.04% | −1,883−11.1% | Reduced |
| Sit Investment Associates Inc | 15,100 | $1.33M | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15,149 | $1.33M | 0.28% | +1,593+11.8% | Added |
| Belpointe Asset Management LLC | 15,194 | $1.33M | 0.07% | −1,488−8.9% | Reduced |
| Girard Partners Ltd. | 15,224 | $1.34M | 0.15% | +5,280+53.1% | Added |
| Crescent Grove Advisors, LLC | 15,323 | $1.35M | 0.16% | 00.0% | Unchanged |
| Assetmark, Inc | 15,381 | $1.35M | 0.01% | +1,458+10.5% | Added |
| Vident Investment Advisory, LLC | 15,411 | $1.35M | 0.04% | +5,843+61.1% | Added |
| Harvest Investment Advisors, LLC | 15,471 | $1.36M | 1.21% | +280+1.8% | Added |
| Vontobel Holding Ltd. | 15,624 | $1.37M | 0.01% | −37,766−70.7% | Reduced |
| Caas Capital Management LP | 15,770 | $1.39M | 0.45% | −7,410−32.0% | Reduced |
| Marion Wealth Management | 15,774 | $1.39M | 0.52% | +3,656+30.2% | Added |
| Coastline Trust Co | 15,774 | $1.39M | 0.21% | −1,262−7.4% | Reduced |
| Dynamic Advisor Solutions LLC | 15,806 | $1.39M | 0.08% | −1,532−8.8% | Reduced |
| Banque Cantonale Vaudoise | 15,857 | $1.39M | 0.07% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 16,000 | $1.41M | 0.24% | +750+4.9% | Added |
| Ossiam | 16,097 | $1.41M | 0.03% | +12,173+310.2% | Added |
| Richard P Slaughter Associates Inc | 16,119 | $1.42M | 0.46% | +2,672+19.9% | Added |
| Buckingham Strategic Wealth, LLC | 19,112 | $1.42M | 0.03% | 00.0% | Unchanged |
| Citizens & Northern Corp | 16,147 | $1.42M | 0.55% | +363+2.3% | Added |
| Acorn Wealth Advisors, LLC | 16,160 | $1.42M | 1.05% | +648+4.2% | Added |
| Joel Isaacson & Co., LLC | 16,162 | $1.42M | 0.10% | +289+1.8% | Added |
| Metis Global Partners, LLC | 16,277 | $1.43M | 0.09% | +9,608+144.1% | Added |
| Alberta Investment Management Corp | 16,300 | $1.43M | 0.01% | +16,300 | New |
| Inscription Capital, LLC | 16,420 | $1.44M | 0.38% | −2,301−12.3% | Reduced |