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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 2,169 | $202.0K | 0.03% | +2,169 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,180 | $202.7K | 0.03% | +2,180 | New |
| Saxon Interests, Inc. | 2,185 | $203.1K | 0.11% | +2,185 | New |
| Westpac Banking Corp | 2,187 | $203.3K | 0.01% | −58,256−96.4% | Reduced |
| OneAscent Financial Services LLC | 2,189 | $204.0K | 0.09% | −706−24.4% | Reduced |
| Titleist Asset Management, LLC | 2,203 | $204.8K | 0.04% | −818−27.1% | Reduced |
| Callan Family Office, LLC | 2,212 | $205.7K | 0.05% | +2,212 | New |
| Concentric Wealth Management, LLC | 2,215 | $205.9K | 0.07% | −525−19.2% | Reduced |
| GSB Wealth Management, LLC | 2,220 | $206.4K | 0.07% | +2,220 | New |
| Gray Wealth Management Inc. | 2,220 | $206.4K | 0.10% | −357−13.9% | Reduced |
| Bryn Mawr Trust Co | 2,227 | $207.0K | 0.01% | −1,141−33.9% | Reduced |
| Baader Bank INC | 2,873 | $207.3K | 0.02% | +2,873 | New |
| Legacy Private Trust Co. | 2,230 | $207.3K | 0.02% | +2,230 | New |
| Keystone Wealth Services, LLC | 2,231 | $207.4K | 0.08% | +2,231 | New |
| Capital Advisors, Ltd. LLC | 2,247 | $209.0K | 0.03% | +100+4.7% | Added |
| Carl P. Sherr & Co., LLC | 2,250 | $209.2K | 0.14% | +2,250 | New |
| Searle & Co. | 2,000 | $209.6K | 0.06% | +2,000 | New |
| Veracity Capital LLC | 2,264 | $210.5K | 0.09% | +2,264 | New |
| Verum Partners LLC | 2,265 | $210.6K | 0.19% | +2,265 | New |
| Berger Financial Group, Inc | 2,271 | $211.1K | 0.02% | +2,271 | New |
| Vista Capital Partners, Inc. | 2,278 | $211.8K | 0.03% | +2,278 | New |
| Johnson Financial Group, Inc. | 2,282 | $212.2K | 0.01% | +120+5.6% | Added |
| CRA Financial Services, LLC | 2,286 | $212.5K | 0.06% | −600−20.8% | Reduced |
| Teamwork Financial Advisors, LLC | 2,298 | $213.6K | 0.03% | +2,298 | New |
| Relyea Zuckerberg Hanson LLC | 2,298 | $213.7K | 0.05% | −235−9.3% | Reduced |
| Arlington Partners LLC | 2,299 | $213.7K | 0.03% | +1,216+112.3% | Added |
| Bristlecone Advisors, LLC | 2,310 | $214.8K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,327 | $216.3K | 0.02% | +2,327 | New |
| Monograph Wealth Advisors, LLC | 2,335 | $217.0K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 2,340 | $217.5K | 0.15% | +7+0.3% | Added |
| Gagnon Securities LLC | 2,347 | $218.2K | 0.05% | +2,347 | New |
| Americana Partners, LLC | 2,350 | $218.5K | 0.03% | +2,350 | New |
| Harvest Fund Management Co., Ltd | 2,363 | $220.0K | 0.04% | −142−5.7% | Reduced |
| Warther Private Wealth, LLC | 2,381 | $221.3K | 0.15% | −1,156−32.7% | Reduced |
| JNBA Financial Advisors | 2,386 | $221.8K | 0.03% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,382 | $222.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,400 | $223.0K | 0.09% | −800−25.0% | Reduced |
| Acadian Asset Management LLC | 2,403 | $223.0K | 0.00% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,400 | $223.1K | 0.01% | 00.0% | Unchanged |
| Schwab Charitable Fund | 2,400 | $223.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,404 | $223.5K | 0.07% | −4−0.2% | Reduced |
| Renasant Bank | 2,414 | $224.4K | 0.18% | −141−5.5% | Reduced |
| Lantz Financial LLC | 2,421 | $225.1K | 0.09% | +21+0.9% | Added |
| LWM Advisory Services, LLC | 2,421 | $225.1K | 0.24% | −29−1.2% | Reduced |
| Reik & Co., LLC | 2,425 | $225.5K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 2,430 | $225.9K | 0.02% | −4,405−64.4% | Reduced |
| Confluence Wealth Services, Inc. | 2,431 | $226.0K | 0.05% | +3+0.1% | Added |
| CFM Wealth Partners LLC | 2,445 | $227.3K | 0.06% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,447 | $227.5K | 0.03% | +33+1.4% | Added |
| YHB Investment Advisors, Inc. | 2,455 | $228.2K | 0.02% | −200−7.5% | Reduced |
| Southeast Asset Advisors Inc. | 2,455 | $228.2K | 0.03% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 2,466 | $229.3K | 0.01% | +75+3.1% | Added |
| Blueshift Asset Management, LLC | 2,488 | $231.3K | 0.09% | −11,993−82.8% | Reduced |
| Marino, Stram & Associates LLC | 2,494 | $231.9K | 0.07% | +41+1.7% | Added |
| Capital Markets Trading UK LLP | 2,500 | $232.0K | 0.17% | +2,500 | New |
| Obsidian Personal Planning Solutions LLC | 2,500 | $232.4K | 0.29% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,501 | $232.5K | 0.05% | +11+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,282 | $234.4K | 0.09% | +2,282 | New |
| Deseret Mutual Benefit Administrators | 2,523 | $234.6K | 0.09% | −33−1.3% | Reduced |
| AQR Capital Management LLC | 2,555 | $237.5K | 0.00% | +2,555 | New |
| Tandem Wealth Advisors LLC | 2,561 | $238.1K | 0.14% | +217+9.3% | Added |
| Regal Investment Advisors LLC | 2,561 | $238.1K | 0.02% | +105+4.3% | Added |
| My Legacy Advisors, LLC | 2,332 | $239.6K | 0.09% | −134−5.4% | Reduced |
| Larson Financial Group LLC | 2,579 | $239.8K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,585 | $240.3K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 2,600 | $241.7K | 0.10% | 00.0% | Unchanged |
| Granger Management LLC | 2,600 | $241.7K | 0.10% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,600 | $241.7K | 0.12% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 2,620 | $243.6K | 0.39% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,633 | $244.7K | 0.04% | −3,383−56.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,639 | $245.3K | 0.05% | +152+6.1% | Added |
| First County Bank | 2,650 | $246.4K | 0.12% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,659 | $247.2K | 0.03% | −120−4.3% | Reduced |
| IPG Investment Advisors LLC | 2,665 | $247.8K | 0.05% | +2,665 | New |
| RB Capital Management, LLC | 2,682 | $249.3K | 0.08% | +47+1.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,685 | $249.6K | 0.04% | −6−0.2% | Reduced |
| Truadvice, LLC | 2,500 | $250.5K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,697 | $250.8K | 0.02% | 00.0% | Unchanged |
| Tradewinds, LLC. | 2,707 | $251.7K | 0.15% | 00.0% | Unchanged |
| Family Management Corp | 2,722 | $253.1K | 0.06% | −148−5.2% | Reduced |
| Executive Wealth Management, LLC | 2,722 | $253.1K | 0.03% | −129−4.5% | Reduced |
| Investmark Advisory Group LLC | 2,725 | $253.3K | 0.17% | −129−4.5% | Reduced |
| Capital Asset Advisory Services LLC | 2,443 | $254.1K | 0.02% | −252−9.4% | Reduced |
| McMahon Financial Advisors, LLC | 2,735 | $254.3K | 0.08% | +100+3.8% | Added |
| Brogan Financial, Inc. | 2,748 | $255.5K | 0.22% | 00.0% | Unchanged |
| Equitable Trust Co | 2,760 | $256.6K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,766 | $257.2K | 0.02% | +3+0.1% | Added |
| Warren Averett Asset Management, LLC | 2,767 | $257.2K | 0.01% | +219+8.6% | Added |
| Two Sigma Securities, LLC | 2,772 | $257.7K | 0.02% | −58,785−95.5% | Reduced |
| Legacy Bridge, LLC | 2,775 | $258.0K | 0.17% | 00.0% | Unchanged |
| Emfo, LLC | 2,781 | $258.5K | 0.23% | +10.0% | Added |
| Kennedy Investment Group | 2,783 | $258.7K | 0.15% | −30−1.1% | Reduced |
| Putnam Investments LLC | 2,785 | $258.9K | 0.00% | −22,558−89.0% | Reduced |
| Chiron Capital Management, LLC | 2,800 | $260.3K | 0.21% | −100−3.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,800 | $260.3K | 0.17% | 00.0% | Unchanged |
| Avondale Wealth Management | 2,800 | $260.3K | 0.22% | +1,100+64.7% | Added |
| Nicholas Hoffman & Company, LLC. | 2,811 | $261.3K | 0.01% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,821 | $262.0K | 0.08% | −61−2.1% | Reduced |
| Delta Financial Group, Inc. | 2,817 | $262.0K | 0.31% | +400+16.5% | Added |
| Allstate Corp | 2,823 | $262.5K | 0.02% | 00.0% | Unchanged |