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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 2,828 | $262.9K | 0.09% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,829 | $263.0K | 0.28% | −21−0.7% | Reduced |
| One Capital Management, LLC | 2,830 | $263.1K | 0.01% | −705−19.9% | Reduced |
| Family Asset Management, LLC | 2,851 | $265.1K | 0.18% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,873 | $267.1K | 0.13% | +200+7.5% | Added |
| Aigen Investment Management, LP | 2,884 | $268.1K | 0.04% | +2,884 | New |
| Keel Point, LLC | 2,887 | $268.4K | 0.04% | −49−1.7% | Reduced |
| Sterneck Capital Management, LLC | 2,900 | $269.6K | 0.17% | −500−14.7% | Reduced |
| Eagle Global Advisors LLC | 2,900 | $269.6K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,900 | $269.6K | 0.07% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,900 | $270.0K | 0.05% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,911 | $270.4K | 0.03% | −68−2.3% | Reduced |
| Credit Agricole S A | 2,924 | $271.8K | 0.01% | −7,199−71.1% | Reduced |
| Bigelow Investment Advisors, LLC | 2,930 | $272.4K | 0.15% | +232+8.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,932 | $272.6K | 0.00% | −2,900−49.7% | Reduced |
| Redwood Wealth Management Group, LLC | 2,935 | $272.9K | 0.30% | +10+0.3% | Added |
| Quantinno Capital Management LP | 2,960 | $275.0K | 0.02% | +2,960 | New |
| Altfest L J & Co Inc | 2,984 | $277.0K | 0.04% | +257+9.4% | Added |
| Cassaday & Co Wealth Management LLC | 2,989 | $277.9K | 0.01% | +15+0.5% | Added |
| Levin Capital Strategies, L.P. | 2,990 | $278.0K | 0.03% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $278.9K | 0.22% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,000 | $278.9K | 0.26% | +3,000 | New |
| Carnegie Capital Asset Management, LLC | 3,020 | $280.8K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,029 | $281.6K | 0.00% | +3,029 | New |
| Quantum Private Wealth, LLC | 3,043 | $282.9K | 0.13% | −5,000−62.2% | Reduced |
| Sepio Capital, LP | 3,057 | $284.2K | 0.02% | −11−0.4% | Reduced |
| Mattern Wealth Management LLC | 3,057 | $284.2K | 0.08% | +135+4.6% | Added |
| Fragasso Group Inc. | 3,067 | $285.1K | 0.03% | +23+0.8% | Added |
| Bogart Wealth, LLC | 3,068 | $285.2K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,069 | $285.3K | 0.07% | −1,508−32.9% | Reduced |
| Clearwater Capital Advisors, LLC | 3,071 | $285.5K | 0.03% | +264+9.4% | Added |
| MJP Associates Inc | 3,081 | $286.5K | 0.09% | +609+24.6% | Added |
| Harbour Capital Advisors, LLC | 3,025 | $286.6K | 0.08% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,086 | $286.9K | 0.07% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,093 | $287.6K | 0.02% | −78−2.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,104 | $288.6K | 0.05% | +66+2.2% | Added |
| Brighton Jones LLC | 3,106 | $288.8K | 0.01% | +585+23.2% | Added |
| Rappaport Reiches Capital Management, LLC | 3,111 | $289.2K | 0.12% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,117 | $289.8K | 0.17% | −1,102−26.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,124 | $290.4K | 0.27% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,114 | $290.8K | 0.15% | +3,114 | New |
| Bridgefront Capital, LLC | 3,145 | $292.4K | 0.16% | +3,145 | New |
| Autumn Glory Partners, LLC | 3,145 | $292.4K | 0.21% | +3,145 | New |
| Opal Wealth Advisors, LLC | 3,153 | $293.2K | 0.15% | +3,153 | New |
| Hofer & Associates. Inc | 3,161 | $293.9K | 0.28% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 3,176 | $295.3K | 0.15% | −104−3.2% | Reduced |
| Hollencrest Capital Management | 3,176 | $295.3K | 0.03% | +1,172+58.5% | Added |
| BTC Capital Management, Inc. | 3,180 | $295.6K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,195 | $297.0K | 0.04% | −990−23.7% | Reduced |
| Schrum Private Wealth Management LLC | 3,199 | $297.3K | 0.32% | +3+0.1% | Added |
| Optimum Investment Advisors | 3,200 | $297.5K | 0.15% | −200−5.9% | Reduced |
| Courier Capital LLC | 3,200 | $297.5K | 0.02% | −150−4.5% | Reduced |
| APCM Wealth Management for Individuals | 3,200 | $297.5K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,204 | $297.9K | 0.05% | +190+6.3% | Added |
| Enterprise Financial Services Corp | 3,207 | $298.2K | 0.19% | −1,373−30.0% | Reduced |
| Zacks Investment Management | 3,209 | $298.4K | 0.00% | −6−0.2% | Reduced |
| Sigma Investment Counselors Inc | 3,210 | $298.4K | 0.02% | −871−21.3% | Reduced |
| Northside Capital Management, LLC | 3,226 | $300.0K | 0.10% | +924+40.1% | Added |
| Swiss Life Asset Management Ltd | 3,233 | $300.8K | 0.00% | −4,878−60.1% | Reduced |
| Meridian Wealth Management, LLC | 3,261 | $303.2K | 0.03% | −513−13.6% | Reduced |
| Act Wealth Management, LLC | 3,262 | $303.3K | 0.17% | +44+1.4% | Added |
| SOA Wealth Advisors, LLC. | 3,263 | $303.3K | 0.07% | +4+0.1% | Added |
| SYSTM Wealth Solutions LLC | 3,264 | $303.4K | 0.04% | +137+4.4% | Added |
| Options Solutions, LLC | 3,269 | $303.9K | 0.30% | −4,478−57.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,300 | $306.8K | 0.04% | −800−19.5% | Reduced |
| Garden State Investment Advisory Services LLC | 3,301 | $306.9K | 0.14% | −153−4.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,303 | $307.1K | 0.03% | +736+28.7% | Added |
| TCI Wealth Advisors, Inc. | 3,307 | $307.5K | 0.04% | −145−4.2% | Reduced |
| Exencial Wealth Advisors, LLC | 3,320 | $308.6K | 0.01% | −789−19.2% | Reduced |
| Vaughan David Investments LLC | 3,325 | $309.0K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,334 | $310.0K | 0.07% | −1,482−30.8% | Reduced |
| Wesbanco Bank Inc | 3,337 | $310.0K | 0.01% | −8,772−72.4% | Reduced |
| Glen Eagle Advisors, LLC | 3,359 | $312.2K | 0.07% | +2+0.1% | Added |
| Marshall Financial Group LLC | 3,362 | $312.6K | 0.11% | −21−0.6% | Reduced |
| Adviser Investments LLC | 3,386 | $314.8K | 0.01% | −1,226−26.6% | Reduced |
| Parkside Financial Bank & Trust | 3,395 | $315.7K | 0.07% | +35+1.0% | Added |
| SC&H Financial Advisors, Inc. | 3,396 | $315.7K | 0.10% | +10+0.3% | Added |
| Ten Capital Wealth Advisors, LLC | 3,431 | $318.0K | 0.09% | −87−2.5% | Reduced |
| Keystone Financial Group | 3,421 | $318.1K | 0.05% | +3,421 | New |
| Iron Financial, LLC | 3,442 | $320.0K | 0.17% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,454 | $321.1K | 0.09% | +16+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 3,464 | $322.0K | 0.02% | +3,464 | New |
| Baystate Wealth Management LLC | 3,473 | $322.9K | 0.03% | −37−1.1% | Reduced |
| TFB Advisors LLC | 3,482 | $323.7K | 0.14% | +3,482 | New |
| BLB&B Advisors, LLC | 3,486 | $324.1K | 0.02% | +133+4.0% | Added |
| Bernardo Wealth Planning LLC | 3,490 | $324.5K | 0.13% | −277−7.4% | Reduced |
| Merrion Investment Management Co, LLC | 3,500 | $325.4K | 0.28% | −1,000−22.2% | Reduced |
| Credit Capital Investments LLC | 3,500 | $325.4K | 0.42% | +3,500 | New |
| Fundamentun, LLC | 3,517 | $327.0K | 0.05% | −240−6.4% | Reduced |
| StrategIQ Financial Group, LLC | 3,524 | $327.6K | 0.04% | −1,300−26.9% | Reduced |
| Schnieders Capital Management LLC | 3,538 | $328.9K | 0.07% | −1,000−22.0% | Reduced |
| Select Asset Management & Trust | 3,550 | $330.0K | 0.20% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,145 | $330.4K | 0.23% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,565 | $331.4K | 0.20% | −5,180−59.2% | Reduced |
| Wagner Wealth Management, LLC | 3,576 | $332.5K | 0.13% | +215+6.4% | Added |
| Wealth Alliance Advisory Group, LLC | 3,593 | $334.0K | 0.12% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 3,593 | $334.1K | 0.13% | +3,593 | New |
| Atlas Capital Advisors LLC | 3,600 | $334.7K | 0.05% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 3,607 | $335.3K | 0.21% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,676 | $337.9K | 0.34% | 00.0% | Unchanged |