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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 5,708 | $501.4K | 0.30% | +298+5.5% | Added |
| Curbstone Financial Management Corp | 5,680 | $498.9K | 0.12% | −200−3.4% | Reduced |
| Jump Financial, LLC | 5,654 | $496.6K | 0.02% | +5,654 | New |
| Global Wealth Management Investment Advisory, Inc. | 5,653 | $496.6K | 0.15% | +404+7.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,652 | $496.5K | 0.01% | −96,181−94.4% | Reduced |
| Boltwood Capital Management | 5,581 | $490.2K | 0.18% | +258+4.8% | Added |
| Oak Harbor Wealth Partners, LLC | 5,579 | $490.1K | 0.18% | 00.0% | Unchanged |
| Viawealth, LLC | 5,575 | $489.7K | 0.39% | +1,116+25.0% | Added |
| Sound View Wealth Advisors Group, LLC | 5,540 | $486.6K | 0.07% | −2,306−29.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,537 | $486.4K | 0.15% | +200+3.7% | Added |
| Powell Investment Advisors, LLC | 5,521 | $485.0K | 0.27% | −56−1.0% | Reduced |
| Fort Point Capital Partners LLC | 5,505 | $483.6K | 0.08% | −25−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 5,500 | $483.1K | 0.10% | −450−7.6% | Reduced |
| Augustine Asset Management Inc | 5,496 | $482.8K | 0.24% | −19−0.3% | Reduced |
| Sage Mountain Advisors LLC | 5,492 | $482.4K | 0.08% | +605+12.4% | Added |
| NorthRock Partners, LLC | 5,471 | $480.6K | 0.05% | −151−2.7% | Reduced |
| Octavia Wealth Advisors, LLC | 5,471 | $480.6K | 0.11% | +77+1.4% | Added |
| RMB Capital Management, LLC | 5,453 | $479.0K | 0.02% | +454+9.1% | Added |
| Guinness Asset Management LTD | 5,443 | $478.1K | 0.01% | +460+9.2% | Added |
| AdvisorNet Financial, Inc | 5,430 | $477.0K | 0.04% | −321−5.6% | Reduced |
| Atlantic Union Bankshares Corp | 5,428 | $476.8K | 0.05% | −126−2.3% | Reduced |
| McDonald Partners LLC | 5,416 | $475.7K | 0.15% | +26+0.5% | Added |
| Nilsine Partners, LLC | 5,407 | $475.0K | 0.07% | +5,407 | New |
| McKinley Carter Wealth Services, Inc. | 5,381 | $472.7K | 0.04% | +74+1.4% | Added |
| Teza Capital Management LLC | 5,351 | $470.0K | 0.10% | +5,351 | New |
| Burns J W & Co Inc | 5,325 | $468.0K | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,293 | $465.0K | 0.02% | +1,556+41.6% | Added |
| Heritage Investors Management Corp | 5,283 | $464.0K | 0.02% | −60−1.1% | Reduced |
| Headlands Technologies LLC | 5,282 | $464.0K | 0.31% | +5,282 | New |
| Busey Wealth Management | 5,279 | $463.7K | 0.02% | −481−8.4% | Reduced |
| Symmetry Partners, LLC | 5,271 | $463.0K | 0.03% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,241 | $460.3K | 0.07% | +5,241 | New |
| Meridian Wealth Advisors, LLC | 5,235 | $459.8K | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,220 | $458.5K | 0.03% | +1,282+32.6% | Added |
| LMG Wealth Partners, LLC | 5,214 | $458.0K | 0.15% | +5,214 | New |
| Lauer Wealth, LLC | 5,111 | $457.2K | 0.57% | +5,111 | New |
| Salem Investment Counselors Inc | 5,184 | $455.4K | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 5,158 | $453.1K | 0.08% | +271+5.5% | Added |
| Curi Capital | 5,151 | $452.4K | 0.07% | +50+1.0% | Added |
| Old Port Advisors | 5,417 | $451.8K | 0.16% | −63−1.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,136 | $451.0K | 0.34% | +803+18.5% | Added |
| RSM US Wealth Management LLC | 5,127 | $450.3K | 0.02% | +2,385+87.0% | Added |
| Kozak & Associates, Inc. | 5,078 | $446.0K | 0.20% | −69−1.3% | Reduced |
| Verus Capital Partners, LLC | 5,064 | $444.8K | 0.07% | −93−1.8% | Reduced |
| Spinnaker Investment Group, LLC | 5,058 | $444.3K | 0.16% | +19+0.4% | Added |
| Morton Capital Management LLC | 5,055 | $444.0K | 0.16% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 5,052 | $443.8K | 0.10% | +364+7.8% | Added |
| David R. Rahn & Associates Inc. | 5,050 | $443.6K | 0.23% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,049 | $443.5K | 0.03% | −3,398−40.2% | Reduced |
| 1620 Investment Advisors, Inc. | 5,023 | $441.2K | 0.53% | +70+1.4% | Added |
| First American Trust, FSB | 5,029 | $441.0K | 0.07% | −400−7.4% | Reduced |
| L.M. Kohn & Company | 5,009 | $439.9K | 0.18% | +651+14.9% | 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $439.0K | 0.00% | +2,007+67.1% | Added |
| Charter Trust Co | 4,982 | $437.6K | 0.03% | −461−8.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,956 | $435.4K | 0.08% | +91+1.9% | Added |
| V Wealth Advisors LLC | 4,933 | $433.3K | 0.08% | +129+2.7% | Added |
| Perkins Coie Trust Co | 4,920 | $432.2K | 0.13% | +854+21.0% | Added |
| Revolve Wealth Partners, LLC | 4,917 | $431.9K | 0.11% | −1,376−21.9% | Reduced |
| Godsey & Gibb Associates | 4,902 | $430.6K | 0.05% | −2,562−34.3% | Reduced |
| Alerus Financial NA | 4,882 | $428.8K | 0.04% | −2,026−29.3% | Reduced |
| Vanguard Capital Wealth Advisors | 4,867 | $427.5K | 0.43% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 4,859 | $426.8K | 0.40% | +6+0.1% | Added |
| Smithfield Trust Co | 4,833 | $425.0K | 0.03% | +83+1.7% | Added |
| StrategIQ Financial Group, LLC | 4,824 | $423.8K | 0.05% | −25−0.5% | Reduced |
| Montecito Bank & Trust | 4,816 | $423.0K | 0.10% | −220−4.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,800 | $421.6K | 0.24% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,779 | $419.8K | 0.02% | +63+1.3% | Added |
| BOS Asset Management, LLC | 4,767 | $418.7K | 0.35% | +113+2.4% | Added |
| Ballentine Partners, LLC | 4,752 | $417.4K | 0.01% | +379+8.7% | 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 |
| Summit Financial, LLC | 4,747 | $417.0K | 0.04% | +792+20.0% | Added |
| BBR Partners, LLC | 4,732 | $415.7K | 0.05% | −90−1.9% | Reduced |
| Keystone Investors Pte Ltd | 4,720 | $414.6K | 0.08% | +4,720 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,706 | $413.4K | 0.02% | +170+3.7% | Added |
| Trust Co of Toledo NA | 4,688 | $411.8K | 0.07% | +4,688 | New |
| Janney Capital Management LLC | 4,622 | $406.0K | 0.03% | −1,274−21.6% | Reduced |
| Adviser Investments LLC | 4,612 | $405.1K | 0.01% | −900−16.3% | Reduced |
| Wealth Management Solutions, LLC | 4,597 | $403.8K | 0.23% | +204+4.6% | Added |
| Enterprise Financial Services Corp | 4,580 | $402.3K | 0.26% | +4,580 | New |
| Vise Technologies, Inc. | 4,577 | $402.1K | 0.11% | +625+15.8% | Added |
| San Luis Wealth Advisors LLC | 4,558 | $400.0K | 0.15% | +51+1.1% | Added |
| Schnieders Capital Management LLC | 4,538 | $398.6K | 0.09% | −3,000−39.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,535 | $398.4K | 0.02% | +38+0.8% | Added |
| LexAurum Advisors, LLC | 4,525 | $397.5K | 0.13% | −150−3.2% | Reduced |
| Harbour Investments, Inc. | 4,517 | $396.7K | 0.02% | +1,065+30.9% | Added |
| Merrion Investment Management Co, LLC | 4,500 | $395.3K | 0.38% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,487 | $394.2K | 0.02% | −15,124−77.1% | Reduced |
| Gradient Capital Advisors, LLC | 4,487 | $394.1K | 0.17% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 4,474 | $393.0K | 0.08% | +4,474 | New |
| BSW Wealth Partners | 4,472 | $392.8K | 0.08% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,454 | $391.2K | 0.11% | −5,166−53.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 4,447 | $390.6K | 0.20% | +42+1.0% | Added |
| Round Rock Advisors, LLC | 4,446 | $390.5K | 0.15% | −1,651−27.1% | Reduced |
| Wealth Alliance | 4,414 | $387.7K | 0.06% | +368+9.1% | Added |
| Fairfield, Bush & Co. | 4,408 | $387.2K | 0.14% | −1,000−18.5% | Reduced |
| Jmac Enterprises LLC | 4,400 | $386.5K | 0.10% | +4,400 | New |