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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 4,318 | $449.2K | 0.14% | −305−6.6% | Reduced |
| Godsey & Gibb Associates | 4,837 | $449.7K | 0.05% | −65−1.3% | Reduced |
| Curi Capital | 4,845 | $450.5K | 0.06% | −306−5.9% | Reduced |
| Wealth Management Solutions, LLC | 4,854 | $451.3K | 0.29% | +257+5.6% | Added |
| Empowered Funds, LLC | 4,856 | $451.5K | 0.02% | +1,782+58.0% | Added |
| EA Series Trust | 4,856 | $451.5K | 0.02% | +4,856 | New |
| V Wealth Advisors LLC | 4,858 | $451.6K | 0.08% | −75−1.5% | Reduced |
| Plotkin Financial Advisors, LLC | 4,859 | $451.7K | 0.38% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 4,863 | $452.1K | 0.35% | +96+2.0% | Added |
| Vanguard Capital Wealth Advisors | 4,867 | $452.5K | 0.41% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,881 | $453.8K | 0.03% | +611+14.3% | Added |
| Lauer Wealth, LLC | 4,405 | $454.9K | 0.47% | −706−13.8% | Reduced |
| Charter Trust Co | 4,902 | $455.7K | 0.03% | −80−1.6% | Reduced |
| Maven Securities LTD | 4,904 | $455.9K | 0.07% | +1,252+34.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,908 | $456.0K | 0.00% | −92−1.8% | Reduced |
| Perkins Coie Trust Co | 4,920 | $457.4K | 0.13% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,925 | $457.9K | 0.07% | −31−0.6% | Reduced |
| Nilsine Partners, LLC | 4,938 | $459.1K | 0.07% | −469−8.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,944 | $459.6K | 0.02% | −349−6.6% | Reduced |
| Farther Finance Advisors, LLC | 4,948 | $460.0K | 0.10% | +1,322+36.5% | Added |
| PFG Investments, LLC | 4,951 | $460.3K | 0.08% | +1,111+28.9% | Added |
| Alpha Cubed Investments, LLC | 4,959 | $461.1K | 0.03% | −90−1.8% | Reduced |
| Ascent Group, LLC | 4,447 | $461.5K | 0.05% | −303−6.4% | Reduced |
| Salem Investment Counselors Inc | 4,965 | $461.6K | 0.02% | −219−4.2% | Reduced |
| Wealthsource Partners, LLC | 4,982 | $463.2K | 0.03% | −737−12.9% | Reduced |
| BFT Financial Group, LLC | 4,987 | $463.7K | 0.05% | −254−4.8% | Reduced |
| FFT Wealth Management LLC | 4,995 | $464.4K | 0.06% | +2,328+87.3% | Added |
| Woodstock Corp | 5,000 | $464.9K | 0.05% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 5,000 | $464.9K | 0.26% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,000 | $464.9K | 0.11% | +600+13.6% | Added |
| UniSuper Management Pty Ltd | 5,000 | $464.9K | 0.01% | +5,000 | New |
| Davis R M Inc | 5,011 | $466.0K | 0.01% | −827−14.2% | Reduced |
| Coldstream Capital Management Inc | 5,030 | $467.6K | 0.01% | +2,530+101.2% | Added |
| David R. Rahn & Associates Inc. | 5,050 | $469.5K | 0.22% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,109 | $469.5K | 0.06% | −12,273−70.6% | Reduced |
| 1620 Investment Advisors, Inc. | 5,053 | $469.8K | 0.53% | +30+0.6% | Added |
| Verus Capital Partners, LLC | 5,054 | $469.8K | 0.07% | −10−0.2% | Reduced |
| Pacific Global Investment Management CO | 5,104 | $474.5K | 0.10% | +52+1.0% | Added |
| Flputnam Investment Management Co | 5,142 | $478.1K | 0.01% | −608−10.6% | Reduced |
| Balentine LLC | 5,160 | $479.7K | 0.02% | +1,536+42.4% | Added |
| Geneos Wealth Management Inc. | 5,160 | $479.8K | 0.03% | −60−1.1% | Reduced |
| Enterprise Bank & Trust Co | 5,190 | $482.5K | 0.18% | +5,190 | New |
| Israel Discount Bank of New York | 5,214 | $484.7K | 0.39% | −1,227−19.0% | Reduced |
| Kozak & Associates, Inc. | 5,128 | $485.9K | 0.20% | +50+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 5,229 | $486.1K | 0.24% | +5,229 | New |
| Atlantic Union Bankshares Corp | 5,239 | $487.1K | 0.05% | −189−3.5% | Reduced |
| Heritage Investors Management Corp | 5,252 | $488.0K | 0.02% | −31−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 5,255 | $488.6K | 0.12% | +20+0.4% | Added |
| Morton Capital Management LLC | 5,255 | $488.6K | 0.17% | +200+4.0% | Added |
| Octavia Wealth Advisors, LLC | 5,294 | $492.2K | 0.10% | −177−3.2% | Reduced |
| Burns J W & Co Inc | 5,325 | $495.0K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,339 | $496.4K | 0.01% | +587+12.4% | Added |
| Harbour Investments, Inc. | 5,344 | $496.8K | 0.02% | +827+18.3% | Added |
| McKinley Carter Wealth Services, Inc. | 5,396 | $501.7K | 0.04% | +15+0.3% | Added |
| Spinnaker Investment Group, LLC | 5,408 | $502.8K | 0.17% | +350+6.9% | Added |
| McDonald Partners LLC | 5,416 | $503.5K | 0.15% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 5,437 | $505.5K | 0.32% | +5,437 | New |
| Sound View Wealth Advisors Group, LLC | 5,466 | $508.2K | 0.07% | −74−1.3% | Reduced |
| Curbstone Financial Management Corp | 5,480 | $509.5K | 0.12% | −200−3.5% | Reduced |
| Augustine Asset Management Inc | 5,496 | $511.0K | 0.24% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,509 | $512.1K | 0.07% | +17+0.3% | Added |
| AdvisorNet Financial, Inc | 5,515 | $512.8K | 0.04% | +85+1.6% | Added |
| Busey Wealth Management | 5,516 | $512.8K | 0.02% | +237+4.5% | Added |
| Powell Investment Advisors, LLC | 5,521 | $513.3K | 0.30% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,536 | $514.7K | 0.13% | +1,082+24.3% | Added |
| Quadrant Private Wealth Management, LLC | 5,539 | $514.9K | 0.15% | +20.0% | Added |
| Oak Harbor Wealth Partners, LLC | 5,579 | $518.7K | 0.18% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,589 | $519.7K | 0.05% | −9,605−63.2% | Reduced |
| Veriti Management LLC | 5,605 | $521.1K | 0.06% | −288−4.9% | Reduced |
| Merit Financial Group, LLC | 5,630 | $523.5K | 0.02% | −4,572−44.8% | Reduced |
| Poehling Capital Management, LLC | 5,644 | $524.7K | 0.18% | −5,315−48.5% | Reduced |
| Eschler Asset Management LLP | 5,653 | $525.6K | 0.75% | +5,653 | New |
| Lindbrook Capital, LLC | 5,680 | $528.1K | 0.06% | +2,946+107.8% | Added |
| Gilman Hill Asset Management, LLC | 5,681 | $528.2K | 0.10% | +181+3.3% | Added |
| Sax Wealth Advisors, LLC | 5,734 | $533.1K | 0.11% | −359−5.9% | Reduced |
| Freedom Wealth Alliance, LLC | 5,194 | $533.7K | 0.75% | −665−11.4% | Reduced |
| TRUE Private Wealth Advisors | 5,746 | $534.2K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,755 | $535.1K | 0.04% | −344−5.6% | Reduced |
| InterOcean Capital Group, LLC | 5,834 | $542.4K | 0.02% | −631−9.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,835 | $542.5K | 0.41% | −404−6.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,837 | $542.7K | 0.17% | −161−2.7% | Reduced |
| Forte Capital LLC | 5,837 | $542.7K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,850 | $543.9K | 0.58% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,853 | $544.2K | 0.03% | −385−6.2% | Reduced |
| KMG Fiduciary Partners, LLC | 5,854 | $544.2K | 0.07% | −18,245−75.7% | Reduced |
| Close Asset Management Ltd | 5,865 | $545.0K | 0.03% | +3,316+130.1% | Added |
| Ropes Wealth Advisors LLC | 5,868 | $545.5K | 0.09% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 5,891 | $547.7K | 0.17% | +677+13.0% | Added |
| Hilltop Holdings Inc. | 5,901 | $548.5K | 0.07% | −791−11.8% | Reduced |
| Heritage Wealth Advisors | 5,905 | $549.0K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,903 | $549.0K | 0.41% | −63−1.1% | Reduced |
| BDO Wealth Advisors, LLC | 5,911 | $549.5K | 0.06% | −276−4.5% | Reduced |
| Sovereign Financial Group, Inc. | 5,911 | $549.5K | 0.18% | +1,758+42.3% | Added |
| Morse Asset Management, Inc | 5,950 | $553.0K | 0.17% | +1,550+35.2% | Added |
| Waddell & Associates, LLC | 5,958 | $553.9K | 0.08% | −88−1.5% | Reduced |
| Samalin Investment Counsel, LLC | 5,972 | $555.2K | 0.30% | +264+4.6% | Added |
| Triumph Capital Management | 5,978 | $555.8K | 0.25% | +53+0.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $557.8K | 0.20% | 00.0% | Unchanged |
| First PREMIER Bank | 6,000 | $558.0K | 0.16% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,013 | $559.0K | 0.09% | −148−2.4% | Reduced |