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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 3,638 | $338.2K | 0.03% | −68−1.8% | Reduced |
| Ausdal Financial Partners, Inc. | 3,672 | $341.4K | 0.05% | −158−4.1% | Reduced |
| O'Dell Group, LLC | 3,693 | $343.3K | 0.10% | +762+26.0% | Added |
| SlateStone Wealth, LLC | 3,711 | $345.0K | 0.06% | −10.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 3,733 | $347.1K | 0.08% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,739 | $347.6K | 0.08% | +770+25.9% | Added |
| Bank Ozk | 3,742 | $347.9K | 0.17% | +3,742 | New |
| BKD Wealth Advisors, LLC | 3,758 | $349.4K | 0.01% | +3,758 | New |
| IVC Wealth Advisors LLC | 3,770 | $350.5K | 0.22% | +194+5.4% | Added |
| Proequities, Inc. | 3,773 | $350.8K | 0.03% | −125−3.2% | Reduced |
| Gryphon Financial Partners LLC | 3,784 | $351.8K | 0.08% | −26−0.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $353.3K | 0.06% | +800+26.7% | Added |
| Townsend Asset Management Corp | 3,801 | $353.4K | 0.17% | +5+0.1% | Added |
| Armstrong Advisory Group, Inc | 3,822 | $355.3K | 0.04% | +2+0.1% | Added |
| Members Advisory Group LLC | 3,849 | $357.9K | 0.22% | +3,849 | New |
| Valmark Advisers, Inc. | 3,862 | $359.0K | 0.01% | −74−1.9% | Reduced |
| Redwood Financial Network Corp | 3,871 | $359.9K | 0.34% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,873 | $360.1K | 0.02% | −348−8.2% | Reduced |
| Private Ocean, LLC | 3,875 | $360.3K | 0.05% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 3,885 | $361.2K | 0.14% | +1,054+37.2% | Added |
| Cornerstone Advisory, LLC | 3,896 | $362.2K | 0.06% | +8+0.2% | Added |
| Cypress Wealth Services, LLC | 3,486 | $363.9K | 0.10% | −99−2.8% | Reduced |
| Covey Capital Advisors, LLC | 3,920 | $364.4K | 0.53% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 3,919 | $364.6K | 0.13% | +142+3.8% | Added |
| Cookson Peirce & Co Inc | 3,939 | $366.0K | 0.02% | −227−5.4% | Reduced |
| Burney Co | 3,946 | $366.8K | 0.02% | −22−0.6% | Reduced |
| Ingalls & Snyder LLC | 3,945 | $367.0K | 0.02% | −187−4.5% | Reduced |
| Fairfield, Bush & Co. | 3,959 | $368.1K | 0.10% | −449−10.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,992 | $371.1K | 0.17% | +3,992 | New |
| Diversified Portfolios, Inc. | 4,000 | $371.9K | 0.07% | −101−2.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 4,000 | $371.9K | 0.25% | +4,000 | New |
| Symmetry Partners, LLC | 4,011 | $373.0K | 0.02% | −1,260−23.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,020 | $373.7K | 0.07% | +25+0.6% | Added |
| Avantax Planning Partners, Inc. | 4,022 | $373.9K | 0.01% | +431+12.0% | Added |
| Castellan Group, LLC | 4,028 | $374.5K | 0.24% | +4,028 | New |
| C2C Wealth Management, LLC | 3,594 | $374.6K | 0.05% | +3,594 | New |
| CAPROCK Group, Inc. | 4,061 | $377.6K | 0.03% | −247−5.7% | Reduced |
| Operose Advisors LLC | 4,096 | $380.8K | 0.17% | +23+0.6% | Added |
| Cowen Prime Advisors LLC | 4,134 | $384.3K | 0.13% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,150 | $385.8K | 0.10% | −10.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,168 | $386.8K | 0.01% | −159−3.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,180 | $388.6K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 4,188 | $389.3K | 0.06% | −226−5.1% | Reduced |
| Compton Capital Management Inc | 4,200 | $390.5K | 9.04% | −20,185−82.8% | Reduced |
| Bienville Capital Management, LLC | 4,202 | $390.7K | 0.15% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,221 | $392.5K | 0.02% | +10.0% | Added |
| Grey Street Capital, LLC | 4,268 | $396.8K | 0.21% | +905+26.9% | Added |
| Worth Financial Advisory Group, LLC | 4,283 | $398.2K | 0.37% | +458+12.0% | Added |
| Cora Capital Advisors LLC | 4,290 | $398.8K | 0.27% | +20.0% | Added |
| Westmount Partners, LLC | 4,309 | $400.6K | 0.17% | +16+0.4% | Added |
| Lincoln Capital Corp | 4,313 | $401.0K | 0.21% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,340 | $403.5K | 0.05% | +305+7.6% | Added |
| Centiva Capital, LP | 4,343 | $403.8K | 0.02% | +4,343 | New |
| West Bancorporation Inc | 4,347 | $404.1K | 0.27% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,348 | $404.2K | 0.01% | +4,348 | New |
| Partners Capital Investment Group, LLP | 4,364 | $405.8K | 0.01% | +4,364 | New |
| Romano Brothers and Company | 4,365 | $405.8K | 0.06% | +6+0.1% | Added |
| Fort Point Capital Partners LLC | 4,365 | $405.8K | 0.06% | −1,140−20.7% | Reduced |
| Smithfield Trust Co | 4,367 | $406.0K | 0.02% | −466−9.6% | Reduced |
| Pallas Capital Advisors LLC | 3,890 | $406.1K | 0.02% | +133+3.5% | Added |
| Wimmer Associates 1, LLC | 4,393 | $408.4K | 0.25% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,400 | $409.1K | 0.15% | −46−1.0% | Reduced |
| MSH Capital Advisors LLC | 4,410 | $410.0K | 0.15% | +676+18.1% | Added |
| Camden Capital, LLC | 4,432 | $412.0K | 0.05% | +167+3.9% | Added |
| LexAurum Advisors, LLC | 4,438 | $412.6K | 0.12% | −87−1.9% | Reduced |
| RMB Capital Management, LLC | 4,456 | $414.3K | 0.01% | −997−18.3% | Reduced |
| Perennial Advisors, LLC | 4,471 | $415.7K | 0.11% | −1,817−28.9% | Reduced |
| BSW Wealth Partners | 4,472 | $415.8K | 0.09% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 4,487 | $417.2K | 0.17% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,522 | $420.0K | 0.03% | −100−2.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,535 | $421.6K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,535 | $421.7K | 0.00% | +329+7.8% | Added |
| Summit Financial, LLC | 4,539 | $422.0K | 0.03% | −208−4.4% | Reduced |
| Brookstone Capital Management | 4,592 | $422.0K | 0.01% | −3,396−42.5% | Reduced |
| Univest Financial Corp | 4,544 | $422.5K | 0.13% | +150+3.4% | Added |
| Sunbelt Securities, Inc. | 4,550 | $423.0K | 0.06% | +569+14.3% | Added |
| Crossmark Global Holdings, Inc. | 4,022 | $423.0K | 0.01% | −296−6.9% | Reduced |
| Headlands Technologies LLC | 4,556 | $423.6K | 0.14% | −726−13.7% | Reduced |
| San Luis Wealth Advisors LLC | 4,558 | $424.0K | 0.15% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,600 | $427.7K | 0.24% | −200−4.2% | Reduced |
| FDx Advisors, Inc. | 4,608 | $428.0K | 0.02% | +4,608 | New |
| Mission Wealth Management, LP | 4,619 | $429.4K | 0.02% | −160−3.3% | Reduced |
| Guinness Asset Management LTD | 4,623 | $429.8K | 0.01% | −820−15.1% | Reduced |
| Echo Street Capital Management LLC | 4,624 | $429.9K | 0.00% | +4,624 | New |
| RSM US Wealth Management LLC | 4,636 | $431.0K | 0.01% | −491−9.6% | Reduced |
| Moloney Securities Asset Management, LLC | 4,637 | $431.1K | 0.08% | +779+20.2% | Added |
| NorthRock Partners, LLC | 4,661 | $433.4K | 0.05% | −810−14.8% | Reduced |
| BBR Partners, LLC | 4,693 | $436.3K | 0.05% | −39−0.8% | Reduced |
| Slow Capital, Inc. | 4,696 | $436.6K | 0.08% | −462−9.0% | Reduced |
| Regatta Capital Group, LLC | 4,696 | $436.6K | 0.14% | +136+3.0% | Added |
| Blackston Financial Advisory Group, LLC | 4,704 | $437.0K | 0.31% | −432−8.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,706 | $437.5K | 0.08% | +232+5.2% | Added |
| Wedmont Private Capital | 4,214 | $438.4K | 0.05% | +711+20.3% | Added |
| Arcus Capital Partners, LLC | 4,750 | $441.6K | 0.13% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,766 | $443.0K | 0.01% | +2,155+82.5% | Added |
| Bartlett & Co. Wealth Management LLC | 4,766 | $443.1K | 0.01% | +2,155+82.5% | Added |
| Colonial River Wealth Management, LLC | 4,778 | $444.2K | 0.29% | −3,806−44.3% | Reduced |
| Revolve Wealth Partners, LLC | 4,786 | $445.0K | 0.10% | −131−2.7% | Reduced |
| Birinyi Associates Inc | 4,785 | $445.0K | 0.16% | +4,785 | New |
| Alerus Financial NA | 4,812 | $447.4K | 0.04% | −70−1.4% | Reduced |