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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 10,336 | $907.9K | 0.02% | +505+5.1% | Added |
| Jacobi Capital Management LLC | 10,275 | $902.5K | 0.11% | +996+10.7% | Added |
| Cornerstone National Bank & Trust Co | 10,252 | $900.5K | 0.49% | +27+0.3% | Added |
| Dividend Assets Capital, LLC | 12,100 | $898.0K | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,202 | $896.1K | 0.03% | −3,968−28.0% | Reduced |
| Credit Agricole S A | 10,123 | $889.2K | 0.04% | +9,024+821.1% | Added |
| Castle Rock Wealth Management, LLC | 10,890 | $888.9K | 0.32% | −597−5.2% | Reduced |
| Goodwin Daniel L | 10,100 | $887.2K | 0.45% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 10,000 | $878.4K | 0.48% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,998 | $878.2K | 0.04% | +1,386+16.1% | Added |
| Curated Wealth Partners LLC | 9,996 | $878.0K | 0.20% | 00.0% | Unchanged |
| Chescapmanager LLC | 10,000 | $878.0K | 0.25% | +10,000 | New |
| FRG Family Wealth Advisors LLC | 9,995 | $877.9K | 0.20% | +30.0% | Added |
| Cullinan Associates Inc | 9,950 | $874.0K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 9,820 | $862.6K | 0.62% | +10.0% | Added |
| Cambridge Trust Co | 9,780 | $859.1K | 0.04% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 9,776 | $858.7K | 0.27% | +2,291+30.6% | Added |
| Tradition Wealth Management, LLC | 9,766 | $858.0K | 0.11% | +233+2.4% | Added |
| Rainsberger Wealth Advisors, Inc. | 9,753 | $856.7K | 0.51% | +2,401+32.7% | Added |
| Beaumont Financial Advisors, LLC | 9,726 | $854.3K | 0.09% | −138−1.4% | Reduced |
| Carmel Capital Partners, LLC | 9,701 | $852.1K | 0.50% | −833−7.9% | Reduced |
| Thrivent Financial for Lutherans | 9,738 | $848.0K | 0.00% | +788+8.8% | Added |
| Jackson Hole Capital Partners, LLC | 9,588 | $842.2K | 0.22% | +6,603+221.2% | Added |
| Jupiter Wealth Management LLC | 9,575 | $841.1K | 0.77% | +2,525+35.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,574 | $841.0K | 0.03% | +482+5.3% | Added |
| Moody National Bank Trust Division | 9,562 | $839.9K | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 9,523 | $836.5K | 0.23% | −160−1.7% | Reduced |
| Central Trust Co | 9,515 | $835.8K | 0.02% | +2,865+43.1% | Added |
| Meitav Dash Investments Ltd | 9,092 | $825.4K | 0.01% | −16,410−64.3% | Reduced |
| Advisor Partners II, LLC | 9,391 | $824.9K | 0.05% | +1,685+21.9% | Added |
| MONECO Advisors, LLC | 9,311 | $817.9K | 0.24% | +321+3.6% | Added |
| Cantor Fitzgerald, L. P. | 9,300 | $816.9K | 0.02% | +170+1.9% | Added |
| Dakota Wealth Management | 9,296 | $816.5K | 0.05% | +791+9.3% | Added |
| Hexagon Capital Partners LLC | 9,290 | $816.0K | 0.23% | −811−8.0% | Reduced |
| Seven Post Investment Office LP | 9,251 | $812.6K | 0.29% | −72−0.8% | Reduced |
| Bokf, NA | 9,223 | $810.1K | 0.02% | −5,068−35.5% | Reduced |
| Nwam LLC | 9,206 | $808.7K | 0.08% | +47+0.5% | Added |
| Lokken Investment Group LLC | 9,176 | $806.0K | 0.61% | −140−1.5% | Reduced |
| First Pacific Financial | 9,115 | $800.7K | 0.37% | −41−0.4% | Reduced |
| Financial Counselors Inc | 9,088 | $798.0K | 0.02% | −1,654−15.4% | Reduced |
| Clarius Group, LLC | 9,058 | $795.7K | 0.07% | +440+5.1% | Added |
| Lion Street Advisors, LLC | 9,056 | $795.5K | 0.25% | +9,056 | New |
| Advisory Research Inc | 9,050 | $795.0K | 0.13% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 9,003 | $790.8K | 0.29% | +5,000+124.9% | Added |
| Cary Street Partner Investment Advisory LLC | 8,990 | $789.7K | 0.06% | −178−1.9% | Reduced |
| Pictet North America Advisors SA | 8,974 | $788.3K | 0.13% | −14,400−61.6% | Reduced |
| Retirement Group, LLC | 8,952 | $786.0K | 0.36% | −284−3.1% | Reduced |
| Mayflower Financial Advisors, LLC | 8,942 | $785.5K | 0.10% | −76−0.8% | Reduced |
| Davis Investment Partners, LLC | 9,670 | $785.2K | 0.42% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,900 | $781.8K | 0.05% | +2,405+37.0% | Added |
| Tiedemann Advisors, LLC | 8,815 | $774.3K | 0.04% | +8,815 | New |
| Dynamic Technology Lab Private Ltd | 8,800 | $773.0K | 0.07% | +8,800 | New |
| Lowe Brockenbrough & Co Inc | 8,790 | $772.1K | 0.06% | +267+3.1% | Added |
| Latash Investments, LLC | 8,774 | $770.7K | 0.69% | 00.0% | Unchanged |
| Change Path, LLC | 8,769 | $770.0K | 0.04% | +578+7.1% | Added |
| Palumbo Wealth Management LLC | 8,745 | $768.2K | 0.51% | −569−6.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,707 | $764.8K | 0.08% | +413+5.0% | Added |
| Guyasuta Investment Advisors Inc | 8,700 | $764.2K | 0.06% | +3,000+52.6% | Added |
| Prosperity Consulting Group, LLC | 8,673 | $761.9K | 0.48% | +651+8.1% | Added |
| Advisor OS, LLC | 8,666 | $761.2K | 0.18% | +568+7.0% | Added |
| Newman Dignan & Sheerar, Inc. | 8,646 | $759.5K | 0.24% | −296−3.3% | Reduced |
| LBMC Investment Advisors, LLC | 8,642 | $759.1K | 0.08% | +20.0% | Added |
| Fund Management at Engine No. 1 LLC | 8,616 | $756.8K | 0.15% | +892+11.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $755.4K | 0.00% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,584 | $754.0K | 0.44% | −969−10.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $748.3K | 0.39% | 00.0% | Unchanged |
| Apexium Financial, LP | 8,494 | $746.1K | 0.07% | +20.0% | Added |
| MidWestOne Financial Group, Inc. | 8,401 | $737.9K | 0.17% | +1,850+28.2% | Added |
| First National Trust Co | 8,356 | $734.0K | 0.04% | +475+6.0% | Added |
| M&R Capital Management Inc | 8,345 | $733.0K | 0.21% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 8,300 | $729.1K | 0.04% | 00.0% | Unchanged |
| HGK Asset Management Inc | 8,291 | $728.0K | 0.23% | +324+4.1% | Added |
| Avory & Company, LLC | 8,259 | $725.5K | 0.50% | +4,777+137.2% | Added |
| HBK Sorce Advisory LLC | 8,254 | $725.1K | 0.03% | +8,254 | New |
| Benjamin F. Edwards & Company, Inc. | 8,252 | $725.0K | 0.03% | +1,435+21.1% | Added |
| Byrne Asset Management LLC | 8,241 | $724.0K | 0.52% | +746+10.0% | Added |
| Seelaus Asset Management LLC | 7,901 | $723.0K | 0.55% | +1,050+15.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 8,221 | $722.0K | 0.08% | 00.0% | Unchanged |
| Baxter Bros Inc | 8,172 | $717.8K | 0.11% | +162+2.0% | Added |
| Cravens & Co Advisors, LLC | 8,139 | $714.9K | 0.67% | +713+9.6% | Added |
| Swiss Life Asset Management Ltd | 8,111 | $712.8K | 0.01% | +3,414+72.7% | Added |
| Quantum Private Wealth, LLC | 8,043 | $706.5K | 0.38% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,021 | $704.6K | 0.08% | −24,093−75.0% | Reduced |
| Thoroughbred Financial Services, LLC | 7,992 | $702.0K | 0.10% | +1,415+21.5% | Added |
| Brookstone Capital Management | 7,988 | $696.8K | 0.01% | −3,502−30.5% | Reduced |
| Chicago Trust Co NA | 7,912 | $695.0K | 0.17% | +3,659+86.0% | Added |
| Vaughan & Co Securities, Inc. | 7,848 | $689.4K | 0.51% | −61−0.8% | Reduced |
| Compass Financial Advisors LLC | 7,844 | $689.0K | 0.87% | +180+2.3% | Added |
| Bailard, Inc. | 7,816 | $686.6K | 0.02% | +64+0.8% | Added |
| Financial Advocates Investment Management | 7,816 | $686.5K | 0.05% | −933−10.7% | Reduced |
| Tectonic Advisors LLC | 7,813 | $686.3K | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,771 | $682.6K | 0.07% | +267+3.6% | Added |
| Per Stirling Capital Management, LLC. | 7,770 | $682.5K | 0.15% | −2,479−24.2% | Reduced |
| Options Solutions, LLC | 7,747 | $680.5K | 0.78% | +20+0.3% | Added |
| Harbor Advisors LLC | 7,700 | $676.4K | 0.16% | +2,700+54.0% | Added |
| Herold Advisors, Inc. | 7,686 | $675.1K | 0.23% | +5+0.1% | Added |
| Voya Financial Advisors, Inc. | 7,872 | $675.0K | 0.08% | +222+2.9% | Added |
| Sterling Investment Counsel, LLC | 7,676 | $674.3K | 0.40% | −624−7.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,663 | $673.2K | 0.07% | +62+0.8% | Added |
| Financial Partners Group, Inc | 7,633 | $670.5K | 0.15% | −618−7.5% | Reduced |