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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 20,126 | $1.78M | 0.31% | +656+3.4% | Added |
| Alaethes Wealth LLC | 20,292 | $1.78M | 1.05% | +730+3.7% | Added |
| Hudock, Inc. | 20,132 | $1.77M | 0.43% | −1,635−7.5% | Reduced |
| Parallel Advisors, LLC | 20,105 | $1.77M | 0.06% | +246+1.2% | Added |
| Clearstead Advisors, LLC | 20,045 | $1.76M | 0.13% | +1,103+5.8% | Added |
| We Are One Seven, LLC | 19,998 | $1.76M | 0.11% | +1,154+6.1% | Added |
| Red Door Wealth Management, LLC | 19,805 | $1.74M | 0.55% | +43+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 19,800 | $1.74M | 0.20% | −630−3.1% | Reduced |
| HB Wealth Management, LLC | 19,729 | $1.73M | 0.03% | −107−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,715 | $1.73M | 0.09% | +170+0.9% | Added |
| Principle Wealth Partners LLC | 19,717 | $1.73M | 0.19% | −1,200−5.7% | Reduced |
| Ellerson Group Inc | 19,659 | $1.73M | 1.87% | −31−0.2% | Reduced |
| Intrepid Financial Planning Group LLC | 19,506 | $1.71M | 0.86% | −670−3.3% | Reduced |
| WealthPLAN Partners, LLC | 19,441 | $1.71M | 0.19% | −9,611−33.1% | Reduced |
| Penbrook Management LLC | 19,423 | $1.71M | 1.34% | −200−1.0% | Reduced |
| Kovack Advisors, Inc. | 19,397 | $1.70M | 0.23% | −5,386−21.7% | Reduced |
| Rehmann Capital Advisory Group | 19,376 | $1.70M | 0.16% | −1,418−6.8% | Reduced |
| Umb Bank N A | 19,304 | $1.70M | 0.03% | −4,710−19.6% | Reduced |
| Field & Main Bank | 19,215 | $1.69M | 1.01% | +501+2.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 19,128 | $1.68M | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 19,116 | $1.68M | 0.11% | −5,030−20.8% | Reduced |
| Schechter Investment Advisors, LLC | 19,084 | $1.68M | 0.16% | +4,801+33.6% | Added |
| Schonfeld Strategic Advisors LLC | 19,065 | $1.67M | 0.02% | −49,448−72.2% | Reduced |
| Kingsview Wealth Management, LLC | 19,011 | $1.67M | 0.07% | −3,142−14.2% | Reduced |
| X-Square Capital, LLC | 19,005 | $1.67M | 0.98% | +11+0.1% | Added |
| King Wealth | 18,914 | $1.66M | 0.37% | −2,686−12.4% | Reduced |
| Terra Nova Asset Management LLC | 18,707 | $1.64M | 1.61% | +423+2.3% | Added |
| Hyman Charles D | 18,423 | $1.62M | 0.11% | +48+0.3% | Added |
| Royal Capital Wealth Management, LLC | 18,342 | $1.61M | 1.62% | −785−4.1% | Reduced |
| Krilogy Financial LLC | 18,244 | $1.60M | 0.13% | +470+2.6% | Added |
| Brown Brothers Harriman & Co | 18,190 | $1.60M | 0.01% | −215−1.2% | Reduced |
| Bank Hapoalim BM | 18,180 | $1.60M | 0.22% | +5,820+47.1% | Added |
| TrinityPoint Wealth, LLC | 18,170 | $1.60M | 0.34% | −217−1.2% | Reduced |
| Hodges Capital Management Inc. | 19,740 | $1.59M | 0.13% | +2,960+17.6% | Added |
| Strategy Asset Managers LLC | 18,118 | $1.59M | 0.39% | +17+0.1% | Added |
| Matrix Private Capital Group LLC | 18,091 | $1.59M | 1.10% | −5,511−23.3% | Reduced |
| Caxton Associates LP | 18,003 | $1.58M | 0.25% | −8,778−32.8% | Reduced |
| Toroso Investments, LLC | 17,989 | $1.58M | 0.05% | +826+4.8% | Added |
| Allworth Financial LP | 17,946 | $1.58M | 0.02% | −5,218−22.5% | Reduced |
| Security Asset Management | 17,855 | $1.57M | 0.92% | −7,433−29.4% | Reduced |
| Two Sigma Investments, LP | 17,587 | $1.54M | 0.00% | −65,305−78.8% | Reduced |
| Spirit of America Management Corp | 17,550 | $1.54M | 0.34% | −6,250−26.3% | Reduced |
| Institute for Wealth Management, LLC. | 17,499 | $1.54M | 0.30% | −130−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 17,382 | $1.54M | 0.08% | −5,851−25.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 17,416 | $1.53M | 1.92% | +1,660+10.5% | Added |
| Tower Bridge Advisors | 17,324 | $1.52M | 0.12% | +1,850+12.0% | Added |
| Zevenbergen Capital Investments LLC | 17,255 | $1.52M | 0.04% | −1,480−7.9% | Reduced |
| Insight Advisors, LLC | 17,071 | $1.50M | 0.35% | +532+3.2% | Added |
| Arete Wealth Advisors, LLC | 16,990 | $1.49M | 0.12% | −478−2.7% | Reduced |
| Dark Forest Capital Management LP | 16,896 | $1.48M | 0.36% | −3,276−16.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 16,870 | $1.48M | 0.93% | −484−2.8% | Reduced |
| Platform Technology Partners | 16,811 | $1.48M | 0.73% | +20.0% | Added |
| Paragon Advisors, LLC | 16,784 | $1.47M | 0.50% | −3,777−18.4% | Reduced |
| Covenant Asset Management, LLC | 16,750 | $1.47M | 0.48% | +6,564+64.4% | Added |
| First National Bank Sioux Falls | 16,693 | $1.47M | 1.02% | 00.0% | Unchanged |
| Herbst Group, LLC | 16,600 | $1.46M | 1.03% | +900+5.7% | Added |
| Vestcor Inc | 16,575 | $1.46M | 0.05% | −69−0.4% | Reduced |
| XML Financial, LLC | 16,575 | $1.46M | 0.18% | +1,508+10.0% | Added |
| SeaCrest Wealth Management, LLC | 16,557 | $1.45M | 0.20% | −539−3.2% | Reduced |
| Natixis Advisors, L.P. | 16,545 | $1.45M | 0.01% | +688+4.3% | Added |
| Next Capital Management LLC | 16,437 | $1.44M | 0.70% | +22+0.1% | Added |
| Inscription Capital, LLC | 16,420 | $1.44M | 0.38% | −2,301−12.3% | Reduced |
| Alberta Investment Management Corp | 16,300 | $1.43M | 0.01% | +16,300 | New |
| Metis Global Partners, LLC | 16,277 | $1.43M | 0.09% | +9,608+144.1% | Added |
| Joel Isaacson & Co., LLC | 16,162 | $1.42M | 0.10% | +289+1.8% | Added |
| Acorn Wealth Advisors, LLC | 16,160 | $1.42M | 1.05% | +648+4.2% | Added |
| Citizens & Northern Corp | 16,147 | $1.42M | 0.55% | +363+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 19,112 | $1.42M | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 16,119 | $1.42M | 0.46% | +2,672+19.9% | Added |
| Ossiam | 16,097 | $1.41M | 0.03% | +12,173+310.2% | Added |
| Wedgewood Partners Inc | 16,000 | $1.41M | 0.24% | +750+4.9% | Added |
| Banque Cantonale Vaudoise | 15,857 | $1.39M | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,806 | $1.39M | 0.08% | −1,532−8.8% | Reduced |
| Coastline Trust Co | 15,774 | $1.39M | 0.21% | −1,262−7.4% | Reduced |
| Marion Wealth Management | 15,774 | $1.39M | 0.52% | +3,656+30.2% | Added |
| Caas Capital Management LP | 15,770 | $1.39M | 0.45% | −7,410−32.0% | Reduced |
| Vontobel Holding Ltd. | 15,624 | $1.37M | 0.01% | −37,766−70.7% | Reduced |
| Harvest Investment Advisors, LLC | 15,471 | $1.36M | 1.21% | +280+1.8% | Added |
| Vident Investment Advisory, LLC | 15,411 | $1.35M | 0.04% | +5,843+61.1% | Added |
| Assetmark, Inc | 15,381 | $1.35M | 0.01% | +1,458+10.5% | Added |
| Crescent Grove Advisors, LLC | 15,323 | $1.35M | 0.16% | 00.0% | Unchanged |
| Girard Partners Ltd. | 15,224 | $1.34M | 0.15% | +5,280+53.1% | Added |
| Belpointe Asset Management LLC | 15,194 | $1.33M | 0.07% | −1,488−8.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,149 | $1.33M | 0.28% | +1,593+11.8% | Added |
| Sit Investment Associates Inc | 15,100 | $1.33M | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,048 | $1.32M | 0.04% | −1,883−11.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,995 | $1.32M | 0.12% | +1,571+11.7% | Added |
| Rossmore Private Capital | 14,826 | $1.30M | 0.20% | +5,665+61.8% | Added |
| Bessemer Securities LLC | 14,825 | $1.30M | 0.61% | −2,000−11.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,750 | $1.30M | 1.35% | +14,750 | New |
| Redmond Asset Management, LLC | 14,607 | $1.28M | 0.44% | +14,607 | New |
| Huntington National Bank | 14,546 | $1.28M | 0.01% | +219+1.5% | Added |
| Asset Management Corp | 14,531 | $1.28M | 1.00% | −1,234−7.8% | Reduced |
| Blueshift Asset Management, LLC | 14,481 | $1.27M | 0.53% | −2,493−14.7% | Reduced |
| Waters Parkerson & Co., LLC | 14,396 | $1.26M | 0.07% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 14,337 | $1.26M | 0.14% | +3,719+35.0% | Added |
| Veritable, L.P. | 14,297 | $1.26M | 0.02% | +1,349+10.4% | Added |
| Group One Trading, L.P. | 14,289 | $1.26M | 0.06% | +1,300+10.0% | Added |
| Lodestone Wealth Management LLC | 14,111 | $1.24M | 0.96% | +37+0.3% | Added |
| Sandbox Financial Partners, LLC | 14,103 | $1.24M | 0.75% | −264−1.8% | Reduced |