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; 2,157 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, Q2 2023
Institutional positions in Blackstone Inc. as of Jun 30, 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
- 1,585
- +36 vs. Q1 2023
- Shares held
- 456.9M
- −1.75M (−0.4%) vs. Q1 2023
- Total value
- $42.4B
- +$2.19B (+5.4%) vs. Q1 2023
- New holders
- 135
- 608 more added
- Sold out
- 99
- 589 more reduced
12 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 5 | $0 | 0.00% | −3,224−99.8% | Reduced |
| Sofos Investments, Inc. | 8 | $1 | 0.00% | +8 | New |
| Crewe Advisors LLC | 2 | $186 | 0.00% | −206−99.0% | Reduced |
| BerganKDV Wealth Management, LLC | 7 | $651 | 0.00% | −13−65.0% | Reduced |
| HighMark Wealth Management LLC | 8 | $744 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $1.03K | 0.00% | −22−66.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.21K | 0.00% | −4−23.5% | Reduced |
| New Millennium Group LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 17 | $1.58K | 0.00% | −418−96.1% | Reduced |
| Tucker Asset Management LLC | 18 | $1.67K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 19 | $1.77K | 0.00% | +19 | New |
| PayPay Securities Corp | 28 | $2.60K | 0.16% | −4−12.5% | Reduced |
| Penserra Capital Management LLC | 40 | $3.00K | 0.00% | −1,476−97.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 34 | $3.00K | 0.00% | −22−39.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $3.00K | 0.00% | +36 | New |
| West Tower Group, LLC | 37 | $3.44K | 0.00% | +37 | New |
| Lumature Wealth Partners, LLC | 38 | $3.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $4.28K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 48 | $4.46K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 58 | $5.39K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 59 | $5.49K | 0.00% | +59 | New |
| Buck Wealth Strategies, LLC | 67 | $6.23K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 71 | $6.62K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $6.85K | 0.00% | −344−83.9% | Reduced |
| NewSquare Capital LLC | 77 | $7.16K | 0.00% | −104−57.5% | Reduced |
| Strengthening Families & Communities, LLC | 82 | $8.00K | 0.00% | +1+1.2% | Added |
| Safeguard Financial, LLC | 90 | $8.00K | 0.00% | +90 | New |
| Evolution Advisers, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $9.30K | 0.00% | −625−86.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $9.30K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $9.30K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 105 | $9.76K | 0.01% | +105 | New |
| Jackson, Grant Investment Advisers, Inc. | 106 | $9.88K | 0.00% | +1+1.0% | Added |
| Prestige Wealth Management Group LLC | 107 | $9.95K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 116 | $10.8K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 123 | $11.4K | 0.01% | +1+0.8% | Added |
| Atlantic Trust, LLC | 126 | $11.7K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 127 | $11.8K | 0.01% | +21+19.8% | Added |
| Activest Wealth Management | 142 | $12.7K | 0.01% | +115+425.9% | Added |
| Zions Bancorporation, N.A. | 144 | $13.4K | 0.00% | +6+4.3% | Added |
| Trust Co of Vermont | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 170 | $15.8K | 0.01% | +36+26.9% | Added |
| TFC Financial Management | 175 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $17.4K | 0.00% | −40−17.6% | Reduced |
| American National Bank | 200 | $18.6K | 0.00% | −24−10.7% | Reduced |
| Founders Capital Management | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 207 | $19.2K | 0.00% | +207 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 207 | $19.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 210 | $19.5K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 210 | $19.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 211 | $19.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 213 | $19.8K | 0.00% | +2+0.9% | Added |
| Jones Financial Companies LLLP | 214 | $19.9K | 0.00% | −1−0.5% | Reduced |
| Allianz Asset Management GmbH | 214,706 | $20.0K | 0.00% | −141,652−39.7% | Reduced |
| Knott David M Jr | 210 | $20.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 219 | $20.4K | 0.02% | +2+0.9% | Added |
| Nemes Rush Group LLC | 223 | $20.7K | 0.00% | +223 | New |
| WFA of San Diego, LLC | 224 | $20.8K | 0.02% | +224 | New |
| Quent Capital, LLC | 228 | $21.2K | 0.00% | −8−3.4% | Reduced |
| Clean Yield Group | 234 | $21.8K | 0.01% | −237−50.3% | Reduced |
| Winch Advisory Services, LLC | 239 | $22.0K | 0.01% | +2+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 242 | $22.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 238 | $22.0K | 0.01% | +238 | New |
| Hartford Financial Management Inc. | 244 | $22.7K | 0.01% | +2+0.8% | Added |
| Chesapeake Asset Management LLC | 250 | $23.2K | 0.02% | −71−22.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 250 | $23.2K | 0.02% | −44−15.0% | Reduced |
| Strategic Investment Solutions, Inc. | 277 | $24.1K | 0.00% | −633−69.6% | Reduced |
| Core Wealth Advisors, Inc. | 265 | $24.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 269 | $25.0K | 0.01% | +269 | New |
| Covestor Ltd | 272 | $25.0K | 0.02% | −3−1.1% | Reduced |
| Coastal Capital Group, Inc. | 274 | $25.5K | 0.01% | −272−49.8% | Reduced |
| Kelly Financial Services LLC | 283 | $26.3K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 283 | $26.3K | 0.02% | +3+1.1% | Added |
| JJJ Advisors Inc. | 285 | $26.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $27.9K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 300 | $27.9K | 0.03% | +300 | New |
| AXS Investments LLC | 315 | $29.3K | 0.01% | −86−21.4% | Reduced |
| SJS Investment Consulting Inc. | 321 | $29.8K | 0.01% | +1+0.3% | Added |
| AllSquare Wealth Management LLC | 346 | $29.9K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 345 | $32.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 349 | $32.5K | 0.01% | −1,514−81.3% | Reduced |
| Ameliora Wealth Management Ltd. | 350 | $32.5K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 360 | $33.5K | 0.03% | −143−28.4% | Reduced |
| Riverview Trust Co | 367 | $34.1K | 0.03% | +137+59.6% | Added |
| Ruedi Wealth Management, Inc. | 375 | $34.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 393 | $37.0K | 0.00% | −21−5.1% | Reduced |
| ICA Group Wealth Management, LLC | 405 | $37.6K | 0.01% | +1+0.2% | Added |
| Tortoise Investment Management, LLC | 424 | $39.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 448 | $41.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 459 | $42.6K | 0.04% | +3+0.7% | Added |
| Baker Avenue Asset Management, LP | 486 | $45.2K | 0.00% | −443−47.7% | Reduced |
| Central Bank & Trust Co | 496 | $46.1K | 0.01% | −41,390−98.8% | Reduced |
| Magellan Asset Management Ltd | 498 | $46.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 500 | $46.5K | 0.00% | −500−50.0% | Reduced |