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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 4,400 | $386.0K | 0.13% | −150−3.3% | Reduced |
| Univest Financial Corp | 4,394 | $386.0K | 0.12% | +4,394 | New |
| Romano Brothers and Company | 4,359 | $382.9K | 0.06% | +6+0.1% | Added |
| West Bancorporation Inc | 4,347 | $381.8K | 0.29% | −701−13.9% | Reduced |
| XTX Topco Ltd | 4,339 | $381.1K | 0.08% | +4,339 | New |
| Blue Square Asset Management, LLC | 4,335 | $380.8K | 0.25% | +4,335 | New |
| Crossmark Global Holdings, Inc. | 4,318 | $379.0K | 0.01% | −612−12.4% | Reduced |
| Lincoln Capital Corp | 4,313 | $378.9K | 0.22% | −397−8.4% | Reduced |
| CAPROCK Group, Inc. | 4,308 | $378.4K | 0.03% | +524+13.8% | Added |
| Accurate Wealth Management, LLC | 4,623 | $377.2K | 0.13% | +151+3.4% | Added |
| Westmount Partners, LLC | 4,293 | $377.1K | 0.17% | −659−13.3% | Reduced |
| Cora Capital Advisors LLC | 4,288 | $376.7K | 0.28% | −70−1.6% | Reduced |
| Ellevest, Inc. | 4,270 | $375.1K | 0.03% | +2,459+135.8% | Added |
| Camden Capital, LLC | 4,265 | $374.6K | 0.06% | +3+0.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,327 | $371.0K | 0.02% | −345−7.4% | Reduced |
| Fulton Bank, N.A. | 4,221 | $370.8K | 0.02% | +4,221 | New |
| Annex Advisory Services, LLC | 4,220 | $370.8K | 0.02% | −30−0.7% | Reduced |
| Channel Wealth LLC | 4,219 | $370.6K | 0.24% | +4,219 | New |
| Fisher Asset Management, LLC | 4,206 | $369.5K | 0.00% | −452−9.7% | Reduced |
| Bienville Capital Management, LLC | 4,202 | $369.1K | 0.15% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 4,134 | $369.0K | 0.15% | +34+0.8% | Added |
| Anchor Investment Management, LLC | 4,185 | $367.6K | 0.05% | −51−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,180 | $367.2K | 0.03% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,166 | $366.0K | 0.02% | +574+16.0% | Added |
| Wimmer Associates 1, LLC | 4,393 | $365.2K | 0.23% | +50+1.2% | Added |
| Sovereign Financial Group, Inc. | 4,153 | $364.8K | 0.14% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,151 | $364.6K | 0.10% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,132 | $363.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,109 | $361.0K | 0.02% | −2,655−39.3% | Reduced |
| Diversified Portfolios, Inc. | 4,101 | $360.2K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,100 | $360.1K | 0.05% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,081 | $358.4K | 0.03% | +871+27.1% | Added |
| Nicolet Bankshares Inc | 7,574 | $358.2K | 0.12% | +300+4.1% | Added |
| Operose Advisors LLC | 4,073 | $357.7K | 0.18% | +3,198+365.5% | Added |
| First Heartland Consultants, Inc. | 4,035 | $354.5K | 0.05% | +15+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,995 | $350.9K | 0.07% | −330−7.6% | Reduced |
| Burney Co | 3,968 | $348.5K | 0.02% | −6,094−60.6% | Reduced |
| Valmark Advisers, Inc. | 3,936 | $345.7K | 0.01% | +422+12.0% | Added |
| Covey Capital Advisors, LLC | 3,920 | $344.3K | 0.55% | 00.0% | Unchanged |
| Stonnington Group, LLC | 4,080 | $344.0K | 0.09% | +4,080 | New |
| Proequities, Inc. | 3,898 | $342.4K | 0.03% | −10,926−73.7% | Reduced |
| Cornerstone Advisory, LLC | 3,888 | $341.5K | 0.06% | +479+14.1% | Added |
| Sunbelt Securities, Inc. | 3,981 | $341.4K | 0.05% | +52+1.3% | Added |
| Private Ocean, LLC | 3,875 | $340.4K | 0.05% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,871 | $340.0K | 0.35% | +60+1.6% | Added |
| Moloney Securities Asset Management, LLC | 3,858 | $338.9K | 0.06% | +187+5.1% | Added |
| Regatta Capital Group, LLC | 4,560 | $338.3K | 0.12% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,840 | $337.3K | 0.07% | +3,840 | New |
| Ausdal Financial Partners, Inc. | 3,830 | $336.5K | 0.05% | −1,746−31.3% | Reduced |
| Worth Financial Advisory Group, LLC | 3,825 | $336.0K | 0.32% | +137+3.7% | Added |
| Armstrong Advisory Group, Inc | 3,820 | $335.5K | 0.04% | −100−2.6% | Reduced |
| Gryphon Financial Partners LLC | 3,810 | $334.7K | 0.08% | +948+33.1% | Added |
| Townsend Asset Management Corp | 3,796 | $333.5K | 0.17% | +4+0.1% | Added |
| Pallas Capital Advisors LLC | 3,757 | $333.0K | 0.03% | −1,382−26.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,777 | $331.8K | 0.13% | −23−0.6% | Reduced |
| Meridian Wealth Management, LLC | 3,774 | $331.5K | 0.03% | −513−12.0% | Reduced |
| Bernardo Wealth Planning LLC | 3,767 | $330.9K | 0.14% | +16+0.4% | Added |
| Cullen Capital Management LLC | 3,766 | $330.8K | 0.00% | +3,766 | New |
| Fundamentun, LLC | 3,757 | $330.0K | 0.06% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,734 | $328.0K | 0.14% | −50−1.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 3,733 | $327.9K | 0.08% | −190−4.8% | Reduced |
| SlateStone Wealth, LLC | 3,712 | $326.0K | 0.07% | +412+12.5% | Added |
| Capital Investment Advisory Services, LLC | 3,706 | $325.5K | 0.04% | +278+8.1% | Added |
| Maven Securities LTD | 3,652 | $320.8K | 0.05% | +3,652 | New |
| Farther Finance Advisors, LLC | 3,626 | $318.5K | 0.09% | +3,442+1,870.7% | Added |
| Balentine LLC | 3,624 | $318.3K | 0.01% | +414+12.9% | Added |
| DB Wealth Management Group, LLC | 3,607 | $316.8K | 0.20% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 3,600 | $316.2K | 0.06% | −2,180−37.7% | Reduced |
| Atlas Capital Advisors LLC | 3,600 | $316.2K | 0.05% | +400+12.5% | Added |
| Wealth Alliance Advisory Group, LLC | 3,593 | $315.6K | 0.12% | −2−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,591 | $315.4K | 0.01% | −611−14.5% | Reduced |
| Cypress Wealth Services, LLC | 3,585 | $314.9K | 0.09% | +102+2.9% | Added |
| IVC Wealth Advisors LLC | 3,576 | $314.1K | 0.22% | +486+15.7% | Added |
| Mayfair Advisory Group, LLC | 3,676 | $313.6K | 0.34% | 00.0% | Unchanged |
| Select Asset Management & Trust | 3,550 | $312.0K | 0.28% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,537 | $310.7K | 0.24% | −1,674−32.1% | Reduced |
| One Capital Management, LLC | 3,535 | $310.5K | 0.02% | +3,535 | New |
| Howland Capital Management LLC | 3,533 | $310.3K | 0.02% | +16+0.5% | Added |
| Ten Capital Wealth Advisors, LLC | 3,518 | $309.0K | 0.10% | +1,743+98.2% | Added |
| Baystate Wealth Management LLC | 3,510 | $308.4K | 0.03% | +23+0.7% | Added |
| World Equity Group, Inc. | 998 | $308.2K | 0.05% | −2,421−70.8% | Reduced |
| McDaniel Terry & Co | 3,507 | $308.0K | 0.03% | −1,548−30.6% | Reduced |
| Essex LLC | 4,141 | $307.2K | 0.09% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 3,480 | $305.7K | 0.27% | −983−22.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,456 | $303.6K | 0.20% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,454 | $303.4K | 0.15% | +48+1.4% | Added |
| TCI Wealth Advisors, Inc. | 3,452 | $303.2K | 0.04% | +267+8.4% | Added |
| Iron Financial, LLC | 3,442 | $302.4K | 0.17% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,438 | $302.0K | 0.08% | −25,227−88.0% | Reduced |
| Optimum Investment Advisors | 3,400 | $298.7K | 0.16% | −1,200−26.1% | Reduced |
| Washington Trust Co | 3,400 | $298.7K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 3,400 | $298.7K | 0.19% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 3,386 | $297.4K | 0.11% | +3,386 | New |
| Marshall Financial Group LLC | 3,383 | $297.2K | 0.11% | −8−0.2% | Reduced |
| Bryn Mawr Trust Co | 3,368 | $296.0K | 0.01% | −123−3.5% | Reduced |
| Savant Capital, LLC | 3,370 | $296.0K | 0.01% | +3,370 | New |
| Grey Street Capital, LLC | 3,363 | $295.4K | 0.21% | +3,363 | New |
| Wagner Wealth Management, LLC | 3,361 | $295.2K | 0.13% | +321+10.6% | Added |
| Parkside Financial Bank & Trust | 3,360 | $295.2K | 0.08% | −158−4.5% | Reduced |
| Glen Eagle Advisors, LLC | 3,357 | $294.9K | 0.07% | −315−8.6% | Reduced |