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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 28,360 | $2.49M | 1.27% | +7,808+38.0% | Added |
| Wealth Effects LLC | 28,312 | $2.49M | 1.28% | −1,181−4.0% | Reduced |
| International Assets Investment Management, LLC | 28,255 | $2.48M | 0.36% | −8,956−24.1% | Reduced |
| CM Wealth Advisors LLC | 29,078 | $2.48M | 0.48% | +29,078 | New |
| Avitas Wealth Management LLC | 27,817 | $2.44M | 0.48% | +9,477+51.7% | Added |
| Synergy Financial Management, LLC | 27,758 | $2.44M | 0.59% | +1,586+6.1% | Added |
| First Dallas Securities Inc. | 27,637 | $2.43M | 1.43% | +1,101+4.1% | Added |
| Modus Advisors, LLC | 27,523 | $2.42M | 1.11% | +173+0.6% | Added |
| Resolute Wealth Strategies, LLC | 27,513 | $2.42M | 2.06% | +27,513 | New |
| Hennion & Walsh Asset Management, Inc. | 27,493 | $2.42M | 0.15% | −3,871−12.3% | Reduced |
| First Manhattan Co | 27,483 | $2.41M | 0.01% | +300+1.1% | Added |
| Manufacturers Life Insurance Company, The | 27,385 | $2.41M | 0.00% | +1,584+6.1% | Added |
| Sterling Investment Advisors, Ltd. | 27,227 | $2.39M | 0.81% | +2,337+9.4% | Added |
| Grandview Asset Management LLC | 27,115 | $2.38M | 1.40% | −998−3.5% | Reduced |
| Holderness Investments Co | 27,113 | $2.38M | 0.95% | −345−1.3% | Reduced |
| DuPont Capital Management Corp | 27,026 | $2.37M | 0.11% | +9,229+51.9% | Added |
| Sutton Wealth Advisors Inc. | 26,918 | $2.36M | 1.26% | +1,339+5.2% | Added |
| Shepherd Financial Partners LLC | 26,877 | $2.36M | 0.39% | +2,397+9.8% | Added |
| Capital Planning Advisors, LLC | 26,828 | $2.36M | 0.50% | −3,142−10.5% | Reduced |
| Bank of Nova Scotia | 26,825 | $2.36M | 0.01% | −81,117−75.1% | Reduced |
| Beech Hill Advisors, Inc. | 26,745 | $2.35M | 1.18% | +205+0.8% | Added |
| Summit Place Financial Advisors, LLC | 26,715 | $2.35M | 1.67% | +4,545+20.5% | Added |
| Mutual Advisors, LLC | 26,701 | $2.35M | 0.10% | +7,471+38.9% | Added |
| Bradley Mark J. | 26,535 | $2.33M | 1.69% | +2,855+12.1% | Added |
| J.W. Cole Advisors, Inc. | 26,488 | $2.33M | 0.17% | +1,114+4.4% | Added |
| Capital Management Associates | 26,474 | $2.33M | 3.53% | −3,847−12.7% | Reduced |
| IFP Advisors, Inc | 49,912 | $2.32M | 0.11% | −18,074−26.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,343 | $2.31M | 0.26% | +305+1.2% | Added |
| Cohen Investment Advisors LLC | 26,204 | $2.30M | 1.82% | −109−0.4% | Reduced |
| Glenmede Trust Co NA | 26,109 | $2.29M | 0.01% | −806−3.0% | Reduced |
| StoneX Group Inc. | 26,081 | $2.29M | 0.25% | +3,730+16.7% | Added |
| Compass Ion Advisors, LLC | 26,076 | $2.29M | 0.58% | +246+1.0% | Added |
| Abbot Financial Management, Inc. | 25,949 | $2.28M | 1.53% | −496−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 25,878 | $2.27M | 0.21% | −897−3.4% | Reduced |
| Means Investment Co., Inc. | 25,856 | $2.27M | 0.40% | −1,306−4.8% | Reduced |
| Prudential Financial Inc | 24,450 | $2.27M | 0.00% | +2,310+10.4% | Added |
| Mastrapasqua Asset Management Inc | 25,736 | $2.26M | 0.28% | −412−1.6% | Reduced |
| Laidlaw Wealth Management LLC | 25,727 | $2.26M | 0.46% | −264−1.0% | Reduced |
| Gillson Capital LP | 25,666 | $2.25M | 0.19% | +25,666 | New |
| Allen Investment Management LLC | 25,537 | $2.24M | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 25,508 | $2.24M | 0.24% | +13+0.1% | Added |
| Gateway Investment Advisers LLC | 25,476 | $2.24M | 0.03% | −23,712−48.2% | Reduced |
| Putnam Investments LLC | 25,343 | $2.23M | 0.00% | −30,362−54.5% | Reduced |
| Conway Capital Management, Inc. | 25,315 | $2.22M | 1.83% | −174−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 25,305 | $2.22M | 0.07% | −4,427−14.9% | Reduced |
| Aviance Capital Partners, LLC | 25,255 | $2.22M | 0.49% | +1,016+4.2% | Added |
| Next Level Private LLC | 25,252 | $2.22M | 1.75% | +67+0.3% | Added |
| Westside Investment Management, Inc. | 25,153 | $2.21M | 0.65% | −1,520−5.7% | Reduced |
| Boston Financial Mangement LLC | 25,098 | $2.20M | 0.09% | +17+0.1% | Added |
| Dudley Capital Management, LLC | 25,013 | $2.20M | 1.54% | +142+0.6% | Added |
| First Washington CORP | 25,000 | $2.20M | 1.09% | −67,783−73.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.20M | 0.66% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 24,870 | $2.18M | 0.00% | +8,834+55.1% | Added |
| RKL Wealth Management LLC | 24,696 | $2.17M | 0.27% | −327−1.3% | Reduced |
| Lazard Asset Management LLC | 24,660 | $2.17M | 0.00% | −3,196−11.5% | Reduced |
| Bridgewater Associates, LP | 24,610 | $2.16M | 0.01% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 24,495 | $2.15M | 0.38% | −260−1.1% | Reduced |
| Prudential PLC | 24,431 | $2.15M | 0.03% | −1,481−5.7% | Reduced |
| Compton Capital Management Inc | 24,385 | $2.14M | 4.61% | −40,305−62.3% | Reduced |
| Diligent Investors, LLC | 24,178 | $2.12M | 0.66% | +35+0.1% | Added |
| Thomas Story & Son LLC | 24,147 | $2.12M | 1.03% | −142−0.6% | Reduced |
| Waterloo Capital, L.P. | 24,145 | $2.12M | 0.66% | +24,145 | New |
| KMG Fiduciary Partners, LLC | 24,099 | $2.12M | 0.30% | +7,989+49.6% | Added |
| Berkshire Asset Management LLC | 24,070 | $2.11M | 0.13% | −207−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,040 | $2.11M | 0.03% | +4,898+25.6% | Added |
| Baldrige Asset Management LLC | 23,725 | $2.08M | 0.85% | −180−0.8% | Reduced |
| Pearl River Capital, LLC | 23,651 | $2.08M | 0.33% | +15,996+209.0% | Added |
| Renaissance Investment Group LLC | 23,487 | $2.06M | 0.58% | −32,709−58.2% | Reduced |
| Clear Harbor Asset Management, LLC | 23,145 | $2.03M | 0.21% | +15,050+185.9% | Added |
| Vinva Investment Management Ltd | 23,603 | $2.02M | 0.17% | +23,603 | New |
| Brown, Lisle/Cummings, Inc. | 23,006 | $2.02M | 1.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 22,844 | $2.01M | 0.08% | −10.0% | Reduced |
| Johnson Investment Counsel Inc | 22,833 | $2.01M | 0.03% | −147−0.6% | Reduced |
| 1776 Wealth LLC | 22,597 | $1.98M | 1.19% | +397+1.8% | Added |
| Sigma Planning Corp | 22,510 | $1.98M | 0.07% | +4,650+26.0% | Added |
| Lincoln National Corp | 22,488 | $1.98M | 0.04% | +1,224+5.8% | Added |
| Pennsylvania Capital Management Inc | 22,483 | $1.97M | 0.96% | +15,001+200.5% | Added |
| Richard Bernstein Advisors LLC | 22,460 | $1.97M | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 22,229 | $1.95M | 0.57% | +22,229 | New |
| EFG Asset Management (North America) Corp. | 22,095 | $1.94M | 0.43% | −1,913−8.0% | Reduced |
| Wintrust Investments LLC | 22,043 | $1.94M | 0.25% | −30.0% | Reduced |
| Ally Financial Inc. | 22,000 | $1.93M | 0.29% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 21,937 | $1.93M | 0.07% | +162+0.7% | Added |
| Intellectus Partners, LLC | 21,928 | $1.93M | 0.61% | −32−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,923 | $1.93M | 0.03% | −6,703−23.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 21,542 | $1.89M | 0.10% | −2,883−11.8% | Reduced |
| Congress Wealth Management LLC | 21,463 | $1.89M | 0.05% | −8,200−27.6% | Reduced |
| Ethic Inc. | 21,382 | $1.88M | 0.08% | +17,182+409.1% | Added |
| Garrett Investment Advisors LLC | 21,253 | $1.87M | 0.29% | +2,849+15.5% | Added |
| Eagle Asset Management Inc | 21,241 | $1.86M | 0.01% | +4,874+29.8% | Added |
| Bay Rivers Group | 21,100 | $1.85M | 1.62% | −45−0.2% | Reduced |
| Fiduciary Trust Co | 21,084 | $1.85M | 0.03% | +1,030+5.1% | Added |
| True North Advisors, LLC | 21,066 | $1.85M | 0.55% | +173+0.8% | Added |
| Canton Hathaway, LLC | 21,052 | $1.85M | 0.63% | +4,500+27.2% | Added |
| Cyndeo Wealth Partners, LLC | 20,878 | $1.83M | 0.20% | +373+1.8% | Added |
| Rathbone Brothers plc | 20,695 | $1.82M | 0.02% | −994−4.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,539 | $1.80M | 0.08% | +17,579+593.9% | Added |
| Pekin Hardy Strauss, Inc. | 20,533 | $1.80M | 0.28% | +1,387+7.2% | Added |
| Riverpark Capital Management LLC | 20,460 | $1.80M | 3.61% | 00.0% | Unchanged |
| SFMG, LLC | 20,352 | $1.79M | 0.19% | +1,794+9.7% | Added |