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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 14,041 | $1.23M | 0.66% | +266+1.9% | Added |
| VGI Partners Ltd | 14,000 | $1.23M | 0.24% | +14,000 | New |
| Tokio Marine Asset Management Co Ltd | 13,973 | $1.23M | 0.09% | +1,785+14.6% | Added |
| Highland Capital Management, LLC | 13,965 | $1.23M | 0.09% | +25+0.2% | Added |
| Banque Pictet & Cie SA | 13,874 | $1.22M | 0.01% | −14,558−51.2% | Reduced |
| Smith, Moore & Co. | 13,830 | $1.21M | 0.17% | +125+0.9% | Added |
| Caz Investments LP | 13,800 | $1.21M | 3.54% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 13,744 | $1.21M | 0.06% | −6,513−32.2% | Reduced |
| Klingman & Associates, LLC | 13,720 | $1.21M | 0.10% | −193−1.4% | Reduced |
| Assenagon Asset Management S.A. | 13,571 | $1.19M | 0.00% | −666−4.7% | Reduced |
| Western Wealth Management, LLC | 13,512 | $1.19M | 0.11% | +691+5.4% | Added |
| Great Lakes Retirement, Inc. | 13,462 | $1.18M | 0.22% | +262+2.0% | Added |
| South Dakota Investment Council | 13,434 | $1.18M | 0.03% | −2,802−17.3% | Reduced |
| Dimension Capital Management LLC | 13,418 | $1.18M | 0.27% | +6,720+100.3% | Added |
| Gotham Asset Management, LLC | 13,410 | $1.18M | 0.03% | +13,410 | New |
| Chapin Davis, Inc. | 13,359 | $1.17M | 0.61% | −899−6.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 13,300 | $1.17M | 0.06% | +7,505+129.5% | Added |
| Stock Yards Bank & Trust Co | 13,298 | $1.17M | 0.04% | +5,569+72.1% | Added |
| King Luther Capital Management Corp | 13,273 | $1.17M | 0.01% | −1,058−7.4% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $1.16M | 2.39% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 13,184 | $1.16M | 0.32% | +10.0% | Added |
| Summit Trail Advisors, LLC | 13,150 | $1.16M | 0.05% | −5,159−28.2% | Reduced |
| AIA Group Ltd | 13,142 | $1.15M | 0.06% | +31+0.2% | Added |
| First United Bank Trust | 13,130 | $1.15M | 0.54% | −361−2.7% | Reduced |
| Zhang Financial LLC | 13,114 | $1.15M | 0.13% | +1,019+8.4% | Added |
| Glenview Trust Co | 13,101 | $1.15M | 0.03% | +980+8.1% | Added |
| IHT Wealth Management, LLC | 13,068 | $1.15M | 0.07% | +740+6.0% | Added |
| Regions Financial Corp | 13,041 | $1.15M | 0.01% | −28−0.2% | Reduced |
| Accel Wealth Management | 12,867 | $1.13M | 0.46% | +41+0.3% | Added |
| Hills Bank & Trust Co | 12,818 | $1.13M | 0.16% | +3,339+35.2% | Added |
| Segment Wealth Management, LLC | 12,710 | $1.12M | 0.13% | −1,500−10.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 12,698 | $1.12M | 0.28% | +1,880+17.4% | Added |
| Independent Solutions Wealth Management, LLC | 12,697 | $1.12M | 0.33% | +73+0.6% | Added |
| Brave Asset Management Inc | 12,655 | $1.11M | 0.35% | +250+2.0% | Added |
| WSFS Capital Management, LLC | 12,566 | $1.10M | 0.12% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 12,550 | $1.10M | 0.20% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 12,540 | $1.10M | 0.39% | +12,540 | New |
| New York Life Investment Management LLC | 12,535 | $1.10M | 0.01% | −267−2.1% | Reduced |
| La Banque Postale Asset Management SA | 12,508 | $1.10M | 0.03% | −870−6.5% | Reduced |
| First Hawaiian Bank | 12,337 | $1.08M | 0.04% | +12,337 | New |
| Virginia Wealth Management Group, Inc. | 12,337 | $1.08M | 0.74% | −60−0.5% | Reduced |
| Andra AP-fonden | 12,300 | $1.08M | 0.03% | −34,800−73.9% | Reduced |
| RMR Wealth Builders | 12,189 | $1.07M | 0.20% | +501+4.3% | Added |
| Accretive Wealth Partners, LLC | 12,179 | $1.07M | 0.68% | +359+3.0% | Added |
| United Bank | 12,160 | $1.07M | 0.63% | +1,744+16.7% | Added |
| Wesbanco Bank Inc | 12,109 | $1.06M | 0.05% | −15−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,032 | $1.06M | 0.15% | −823−6.4% | Reduced |
| Blue Fin Capital, Inc. | 13,063 | $1.06M | 0.34% | +1,162+9.8% | Added |
| E&G Advisors, LP | 11,984 | $1.05M | 0.39% | +250+2.1% | Added |
| Welch & Forbes LLC | 11,966 | $1.05M | 0.02% | −6,293−34.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,242 | $1.05M | 0.28% | −388−3.1% | Reduced |
| Secure Asset Management, LLC | 11,872 | $1.04M | 0.35% | +14+0.1% | Added |
| Sheets Smith Wealth Management | 11,859 | $1.04M | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,840 | $1.04M | 0.05% | +1,594+15.6% | Added |
| RDA Financial Network | 11,813 | $1.04M | 0.47% | −570−4.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 11,776 | $1.03M | 0.39% | +93+0.8% | Added |
| SageView Advisory Group, LLC | 11,750 | $1.03M | 0.07% | +3,079+35.5% | Added |
| StrongBox Wealth, LLC | 11,697 | $1.03M | 0.69% | +11,697 | New |
| WealthPlan Investment Management, LLC | 11,652 | $1.02M | 0.18% | −17,349−59.8% | Reduced |
| Marcum Wealth, LLC | 11,629 | $1.02M | 0.13% | −706−5.7% | Reduced |
| Arkadios Wealth Advisors | 11,607 | $1.02M | 0.12% | +784+7.2% | Added |
| M Holdings Securities, Inc. | 11,614 | $1.02M | 0.11% | −1,642−12.4% | Reduced |
| Sowell Financial Services LLC | 11,584 | $1.02M | 0.08% | −8−0.1% | Reduced |
| TD Private Client Wealth LLC | 11,576 | $1.02M | 0.05% | +1,271+12.3% | Added |
| Baker Tilly Wealth Management, LLC | 11,569 | $1.02M | 0.11% | +1,673+16.9% | Added |
| Moseley Investment Management Inc | 11,503 | $1.01M | 0.66% | +641+5.9% | Added |
| Signaturefd, LLC | 11,477 | $1.01M | 0.03% | +3,102+37.0% | Added |
| Stiles Financial Services Inc | 11,457 | $1.01M | 0.54% | +2,951+34.7% | Added |
| Almanack Investment Partners, LLC. | 11,434 | $1.00M | 0.20% | +10.0% | Added |
| Prio Wealth Limited Partnership | 11,378 | $999.4K | 0.04% | +6,689+142.7% | Added |
| Mork Capital Management, LLC | 11,370 | $998.7K | 0.81% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,270 | $989.9K | 0.12% | −382−3.3% | Reduced |
| Magnus Financial Group LLC | 11,257 | $988.8K | 0.15% | +368+3.4% | Added |
| Country Club Bank | 11,485 | $984.8K | 0.08% | −6−0.1% | Reduced |
| Angeles Wealth Management, LLC | 11,182 | $982.2K | 0.15% | −568−4.8% | Reduced |
| RFG Advisory, LLC | 11,137 | $978.3K | 0.05% | −1,269−10.2% | Reduced |
| Carson Advisory Inc. | 11,120 | $976.8K | 0.87% | −249−2.2% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $975.0K | 0.32% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 11,066 | $972.0K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,027 | $968.6K | 0.02% | +7,700+231.4% | Added |
| Confluence Investment Management LLC | 11,000 | $966.2K | 0.01% | +11,000 | New |
| Ar Asset Management Inc | 11,000 | $966.0K | 0.26% | 00.0% | Unchanged |
| WMS Partners, LLC | 10,992 | $965.5K | 0.08% | +12+0.1% | Added |
| Wealthcare Advisory Partners LLC | 10,980 | $964.5K | 0.04% | +1,096+11.1% | Added |
| Poehling Capital Management, LLC | 10,959 | $962.6K | 0.32% | −110−1.0% | Reduced |
| TBH Global Asset Management, LLC | 10,954 | $962.2K | 0.21% | +425+4.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,800 | $948.7K | 0.67% | +125+1.2% | Added |
| DT Investment Partners, LLC | 10,674 | $947.3K | 0.11% | +2,630+32.7% | Added |
| Yousif Capital Management, LLC | 10,764 | $945.5K | 0.01% | +450+4.4% | Added |
| Wambolt & Associates, LLC | 11,108 | $943.7K | 0.33% | +980+9.7% | Added |
| Private Trust Co NA | 10,711 | $940.9K | 0.13% | +272+2.6% | Added |
| Highlander Capital Management, LLC | 10,700 | $940.0K | 0.46% | −750−6.6% | Reduced |
| Nations Financial Group Inc, | 10,684 | $938.5K | 0.10% | −2,990−21.9% | Reduced |
| Daymark Wealth Partners, LLC | 10,540 | $925.8K | 0.12% | +2,736+35.1% | Added |
| Disciplined Equity Management, Inc. | 10,472 | $919.9K | 0.78% | +390+3.9% | Added |
| Colony Group LLC | 10,415 | $915.0K | 0.01% | −19,122−64.7% | Reduced |
| Norway Savings Bank | 10,408 | $914.2K | 0.46% | +575+5.8% | Added |
| Meeder Advisory Services, Inc. | 10,389 | $912.6K | 0.11% | +4,179+67.3% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 10,625 | $911.1K | 0.90% | −5,835−35.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,375 | $911.0K | 0.02% | −35−0.3% | Reduced |