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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 71,916 | $6.32M | 3.01% | +3,863+5.7% | Added |
| Peapack Gladstone Financial Corp | 71,368 | $6.30M | 0.12% | +12,449+21.1% | Added |
| Transcend Wealth Collective, LLC | 71,488 | $6.28M | 0.66% | −20,861−22.6% | Reduced |
| Transform Wealth, LLC | 71,444 | $6.28M | 0.59% | +35,542+99.0% | Added |
| Wulff, Hansen & Co. | 71,407 | $6.27M | 7.16% | −1,245−1.7% | Reduced |
| Illinois Municipal Retirement Fund | 71,182 | $6.25M | 0.13% | −4,875−6.4% | Reduced |
| Man Group plc | – | $6.22M | 0.02% | – | – |
| GWM Advisors LLC | 73,091 | $6.22M | 0.08% | +774+1.1% | Added |
| Moors & Cabot, Inc. | 70,789 | $6.22M | 0.43% | −10,016−12.4% | Reduced |
| Candriam Luxembourg S.C.A. | 76,638 | $6.20M | 0.04% | +42,219+122.7% | Added |
| 1832 Asset Management L.P. | 70,105 | $6.16M | 0.01% | −158,900−69.4% | Reduced |
| Handelsbanken Fonder AB | 69,820 | $6.13M | 0.04% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 81,828 | $6.07M | 0.79% | −1,420−1.7% | Reduced |
| TruWealth Advisors, LLC | 69,033 | $6.06M | 0.56% | +19,890+40.5% | Added |
| Accuvest Global Advisors | 68,998 | $6.06M | 2.74% | −74,642−52.0% | Reduced |
| Argent Trust Co | 68,922 | $6.05M | 0.38% | +918+1.3% | Added |
| Stratos Wealth Partners, LTD. | 68,416 | $6.01M | 0.16% | −3,933−5.4% | Reduced |
| Cottage Street Advisors LLC | 68,316 | $6.00M | 4.67% | −4,163,042−98.4% | Reduced |
| Rational Advisors LLC | 67,600 | $5.94M | 0.48% | −4,000−5.6% | Reduced |
| Mercer Global Advisors Inc | 66,945 | $5.88M | 0.03% | +8,146+13.9% | Added |
| Resources Management Corp | 53,218 | $5.84M | 1.16% | +16,124+43.5% | Added |
| Oppenheimer Asset Management Inc. | 66,195 | $5.81M | 0.09% | +5,678+9.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 65,869 | $5.79M | 4.91% | −3,006−4.4% | Reduced |
| EULAV Asset Management | 65,000 | $5.71M | 0.23% | −25,000−27.8% | Reduced |
| Nisa Investment Advisors, LLC | 64,991 | $5.71M | 0.04% | +15,391+31.0% | Added |
| Achmea Investment Management B.V. | 64,894 | $5.70M | 0.17% | +14,986+30.0% | Added |
| Bulltick Wealth Management, LLC | 64,866 | $5.70M | 1.50% | −10,150−13.5% | Reduced |
| Beta Wealth Group, Inc. | 64,106 | $5.63M | 3.22% | +1,683+2.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 74,976 | $5.56M | 1.39% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 63,316 | $5.56M | 0.06% | −4,271−6.3% | Reduced |
| National Asset Management, Inc. | 62,959 | $5.53M | 0.15% | −7,453−10.6% | Reduced |
| KCM Investment Advisors LLC | 62,956 | $5.53M | 0.22% | +3,679+6.2% | Added |
| British Columbia Investment Management Corp | 62,762 | $5.51M | 0.06% | +608+1.0% | Added |
| Garrison Bradford & Associates Inc | 62,334 | $5.47M | 6.78% | −1,490−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 61,952 | $5.44M | 0.53% | +61,952 | New |
| Motco | 61,736 | $5.42M | 0.37% | +1,366+2.3% | Added |
| O'Rourke & Company, Inc | 61,725 | $5.42M | 4.13% | +569+0.9% | Added |
| Calamos Advisors LLC | 61,594 | $5.41M | 0.03% | +3,994+6.9% | Added |
| Two Sigma Securities, LLC | 61,557 | $5.41M | 0.45% | +17,423+39.5% | Added |
| Bridge Creek Capital Management LLC | 60,892 | $5.35M | 2.01% | +1,045+1.7% | Added |
| Westpac Banking Corp | 60,443 | $5.31M | 0.07% | −165−0.3% | Reduced |
| Steamboat Capital Partners, LLC | 59,735 | $5.25M | 1.74% | +1,554+2.7% | Added |
| Royal Fund Management, LLC | 59,711 | $5.25M | 0.79% | +13,209+28.4% | Added |
| Independent Advisor Alliance | 59,684 | $5.24M | 0.25% | −12,270−17.1% | Reduced |
| FineMark National Bank & Trust | 59,161 | $5.20M | 0.22% | +3,565+6.4% | Added |
| Triangle Securities Wealth Management | 58,704 | $5.16M | 1.84% | −1,223−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 58,679 | $5.15M | 0.21% | +5,822+11.0% | Added |
| Mackenzie Financial Corp | 58,675 | $5.15M | 0.01% | −406,072−87.4% | Reduced |
| Narwhal Capital Management | 58,430 | $5.13M | 0.64% | +180.0% | Added |
| American Century Companies Inc | 59,248 | $5.11M | 0.00% | +3,614+6.5% | Added |
| CapWealth Advisors, LLC | 58,047 | $5.10M | 0.64% | −12,603−17.8% | Reduced |
| Focused Wealth Management, Inc | 56,971 | $5.00M | 1.01% | −1,547−2.6% | Reduced |
| Equitable Holdings, Inc. | 56,497 | $4.96M | 0.08% | +4,076+7.8% | Added |
| Maryland State Retirement & Pension System | 56,162 | $4.93M | 0.11% | +1,082+2.0% | Added |
| Elo Mutual Pension Insurance Co | 56,036 | $4.92M | 0.16% | +1,804+3.3% | Added |
| Great Valley Advisor Group, Inc. | 55,969 | $4.92M | 0.23% | +25,658+84.6% | Added |
| Investment Management of Virginia LLC | 55,204 | $4.85M | 0.92% | +30,105+119.9% | Added |
| HM Payson & Co | 54,987 | $4.83M | 0.12% | −5,500−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 54,086 | $4.75M | 0.06% | −4,371−7.5% | Reduced |
| Chartwell Investment Partners, LLC | 54,062 | $4.75M | 0.18% | −1,152−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 54,064 | $4.75M | 0.11% | +4,600+9.3% | Added |
| L & S Advisors Inc | 54,042 | $4.75M | 0.66% | +54,042 | New |
| Covington Investment Advisors Inc. | 52,535 | $4.62M | 1.01% | +8,940+20.5% | Added |
| EverSource Wealth Advisors, LLC | 52,537 | $4.61M | 0.57% | +2,709+5.4% | Added |
| Campbell Capital Management Inc | 52,533 | $4.61M | 3.55% | +30.0% | Added |
| Marietta Wealth Management, LLC | 51,760 | $4.55M | 0.97% | +3,326+6.9% | Added |
| Vishria Bird Financial Group, LLC | 51,635 | $4.54M | 2.90% | −538−1.0% | Reduced |
| Security National Bank | 51,205 | $4.50M | 1.20% | −4,038−7.3% | Reduced |
| Carret Asset Management, LLC | 51,113 | $4.49M | 0.62% | −4,790−8.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 51,090 | $4.49M | 3.44% | +350+0.7% | Added |
| Cetera Advisors LLC | 50,786 | $4.46M | 0.07% | −1,759−3.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 50,700 | $4.45M | 0.05% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 50,182 | $4.41M | 2.07% | +500+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,037 | $4.40M | 0.08% | +2,478+5.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $4.39M | 0.06% | +50,000 | New |
| TownSquare Capital, LLC | 49,500 | $4.35M | 0.10% | +15,178+44.2% | Added |
| Brinker Capital Investments, LLC | 49,349 | $4.33M | 0.06% | +1,461+3.1% | Added |
| Orion Portfolio Solutions, LLC | 49,349 | $4.33M | 0.06% | +36,171+274.5% | Added |
| Beach Investment Counsel Inc | 48,836 | $4.29M | 0.57% | 00.0% | Unchanged |
| Fiduciary Group LLC | 48,724 | $4.28M | 0.56% | +827+1.7% | Added |
| Waldron Private Wealth LLC | 48,479 | $4.26M | 0.21% | +7,246+17.6% | Added |
| Cresset Asset Management, LLC | 48,191 | $4.23M | 0.08% | −4,949−9.3% | Reduced |
| Welch Group, LLC | 47,937 | $4.21M | 0.24% | +5,005+11.7% | Added |
| ProVise Management Group, LLC | 47,859 | $4.20M | 0.40% | −1,322−2.7% | Reduced |
| Apollon Wealth Management, LLC | 46,978 | $4.13M | 0.25% | −1,650−3.4% | Reduced |
| Naples Global Advisors, LLC | 46,203 | $4.06M | 0.51% | +1,888+4.3% | Added |
| Compass Wealth Management LLC | 46,101 | $4.05M | 1.29% | −650−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 46,097 | $4.05M | 0.24% | +4,235+10.1% | Added |
| Sawtooth Solutions, LLC | 45,536 | $4.00M | 0.10% | +41,493+1,026.3% | Added |
| Bremer Bank National Association | 44,873 | $3.94M | 0.76% | +234+0.5% | Added |
| Fifth Third Bancorp | 44,858 | $3.94M | 0.02% | −2,907−6.1% | Reduced |
| Advisory Services Network, LLC | 44,491 | $3.91M | 0.11% | −3,563−7.4% | Reduced |
| Coastal Bridge Advisors, LLC | 44,363 | $3.90M | 0.99% | −432−1.0% | Reduced |
| DFPG Investments, LLC | 44,322 | $3.89M | 0.42% | +15,659+54.6% | Added |
| SFE Investment Counsel | 45,664 | $3.87M | 1.20% | −8,405−15.5% | Reduced |
| Nordea Investment Management AB | 44,316 | $3.83M | 0.01% | +706+1.6% | Added |
| Kercheville Advisors, LLC | 43,558 | $3.83M | 2.62% | −2,825−6.1% | Reduced |
| MetLife Investment Management | 43,034 | $3.78M | 0.03% | +678+1.6% | Added |
| Fred Alger Management, LLC | 42,918 | $3.77M | 0.02% | +2,043+5.0% | Added |
| Pinnacle Financial Partners Inc | 42,797 | $3.76M | 0.10% | +313+0.7% | Added |