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 |
|---|---|---|---|---|---|
| CM Wealth Advisors LLC | 5,316 | $562.6K | 0.18% | −23,762−81.7% | Reduced |
| Overbrook Management Corp | 6,065 | $563.9K | 0.13% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 6,071 | $564.4K | 0.15% | +418+7.4% | Added |
| Vident Investment Advisory, LLC | 6,085 | $565.7K | 0.02% | −9,326−60.5% | Reduced |
| Ritholtz Wealth Management | 6,113 | $568.3K | 0.03% | −3,885−38.9% | Reduced |
| Boltwood Capital Management | 6,173 | $573.9K | 0.21% | +592+10.6% | Added |
| NTV Asset Management LLC | 6,190 | $575.5K | 0.10% | +400+6.9% | Added |
| WBH Advisory Inc | 6,200 | $576.4K | 0.07% | −625−9.2% | Reduced |
| Paragon Private Wealth Management, LLC | 6,204 | $576.8K | 0.46% | −1,305−17.4% | Reduced |
| Prentice Wealth Management LLC | 6,272 | $583.1K | 0.26% | +218+3.6% | Added |
| Soltis Investment Advisors LLC | 6,292 | $585.0K | 0.07% | +381+6.4% | Added |
| Newbridge Financial Services Group, Inc. | 6,350 | $590.4K | 0.29% | −657−9.4% | Reduced |
| Quad-Cities Investment Group, LLC | 6,368 | $592.0K | 0.39% | +5+0.1% | Added |
| First American Trust, FSB | 6,395 | $594.0K | 0.08% | +1,366+27.2% | Added |
| Silverlake Wealth Management LLC | 6,402 | $595.2K | 0.33% | −54−0.8% | Reduced |
| Purus Wealth Management, LLC | 6,445 | $599.2K | 0.39% | +323+5.3% | Added |
| Live Oak Investment Partners | – | $599.4K | 0.50% | – | – |
| Coastal Investment Advisors, Inc. | 6,454 | $600.0K | 0.13% | +93+1.5% | Added |
| RW Investment Management LLC | 6,600 | $613.6K | 0.13% | 00.0% | Unchanged |
| IAM Advisory, LLC | 6,607 | $614.3K | 0.21% | +129+2.0% | Added |
| NCM Capital Management, LLC | 6,664 | $619.6K | 0.43% | +250+3.9% | Added |
| Old National Bancorp | 6,670 | $620.1K | 0.02% | −244−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 6,709 | $623.7K | 0.08% | +33+0.5% | Added |
| Evergreen Capital Management LLC | 6,760 | $628.5K | 0.03% | +2,273+50.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,762 | $628.7K | 0.03% | +2,056+43.7% | Added |
| Sage Rhino Capital LLC | 6,781 | $630.4K | 0.18% | −518−7.1% | Reduced |
| First Pacific Advisors, LP | 6,800 | $632.2K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 6,808 | $632.9K | 0.03% | +375+5.8% | Added |
| XTX Topco Ltd | 6,850 | $636.8K | 0.11% | +2,511+57.9% | Added |
| Qtron Investments LLC | 6,866 | $638.3K | 0.12% | 00.0% | Unchanged |
| Element Wealth, LLC | 6,876 | $639.3K | 0.45% | +81+1.2% | Added |
| Virtue Capital Management, LLC | 6,892 | $640.3K | 0.11% | −191−2.7% | Reduced |
| Viawealth, LLC | 6,909 | $642.3K | 0.48% | +1,334+23.9% | Added |
| Change Path, LLC | 6,921 | $643.0K | 0.03% | −1,848−21.1% | Reduced |
| Financial Advocates Investment Management | 6,960 | $647.1K | 0.05% | −856−11.0% | Reduced |
| Naviter Wealth, LLC | 6,961 | $647.2K | 0.16% | −40−0.6% | Reduced |
| Alterity Financial Group, LLC | 6,966 | $647.6K | 0.94% | −120−1.7% | Reduced |
| WealthTrust Axiom LLC | 6,996 | $650.5K | 0.22% | +25+0.4% | Added |
| Cladis Investment Advisory, LLC | 7,000 | $650.8K | 0.57% | −100−1.4% | Reduced |
| WNY Asset Management, LLC | 7,009 | $651.6K | 0.14% | −466−6.2% | Reduced |
| Excalibur Management Corp | 7,032 | $653.8K | 0.33% | +24+0.3% | Added |
| Walker Asset Management, LLC | 7,033 | $653.9K | 0.54% | +69+1.0% | Added |
| Focus Financial Network, Inc. | 7,071 | $657.4K | 0.04% | +43+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 7,072 | $657.5K | 0.21% | +7,072 | New |
| Empire Financial Management Company, LLC | 7,072 | $657.6K | 0.26% | 00.0% | Unchanged |
| Keybank National Association | 7,097 | $659.8K | 0.00% | +417+6.2% | Added |
| Gables Capital Management Inc. | 7,130 | $662.9K | 0.43% | +50+0.7% | Added |
| Westwood Wealth Management | 7,150 | $664.7K | 0.50% | +50+0.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,181 | $667.7K | 0.31% | +2,734+61.5% | Added |
| Landscape Capital Management, L.L.C. | 7,195 | $668.9K | 0.09% | +7,195 | New |
| Galvin, Gaustad & Stein, LLC | 7,206 | $669.9K | 0.06% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,235 | $672.6K | 0.06% | +7,235 | New |
| Ferguson Wellman Capital Management, Inc | 7,236 | $672.7K | 0.02% | −268−3.6% | Reduced |
| Haverford Trust Co | 7,300 | $678.7K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 7,300 | $678.7K | 0.25% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,338 | $682.2K | 0.04% | +28+0.4% | Added |
| Monetary Management Group Inc | 7,375 | $685.7K | 0.21% | +375+5.4% | Added |
| Sabal Trust CO | 7,375 | $685.7K | 0.04% | +7,375 | New |
| LCNB Corp | 7,391 | $687.1K | 0.29% | +407+5.8% | Added |
| Southland Equity Partners LLC | 7,396 | $687.6K | 0.23% | +287+4.0% | Added |
| WealthPlan Investment Management, LLC | 7,410 | $688.9K | 0.21% | −4,242−36.4% | Reduced |
| EPG Wealth Management LLC | 7,440 | $691.7K | 0.20% | +224+3.1% | Added |
| Financial Partners Group, Inc | 6,737 | $692.0K | 0.14% | −896−11.7% | Reduced |
| Azimuth Capital Investment Management LLC | 7,450 | $692.6K | 0.03% | 00.0% | Unchanged |
| Sippican Capital Advisors | 7,454 | $693.0K | 0.64% | 00.0% | Unchanged |
| Tower Bridge Advisors | 7,467 | $694.2K | 0.06% | −9,857−56.9% | Reduced |
| Jump Financial, LLC | 7,476 | $695.0K | 0.03% | +1,822+32.2% | Added |
| Element Pointe Advisors, LLC | 7,501 | $697.4K | 0.22% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 6,723 | $697.6K | 0.36% | +35+0.5% | Added |
| St. Clair Advisors, LLC | 7,504 | $697.6K | 0.27% | +554+8.0% | Added |
| Kathmere Capital Management, LLC | 7,518 | $699.0K | 0.11% | +5,071+207.2% | Added |
| Missouri Trust & Investment Co | 7,523 | $699.4K | 0.39% | +1,105+17.2% | Added |
| Highland Capital Management, LLC | 7,548 | $701.7K | 0.05% | −6,417−46.0% | Reduced |
| Brown Miller Wealth Management, LLC | 7,569 | $703.8K | 0.38% | +111+1.5% | Added |
| Callan Capital, LLC | 7,586 | $705.3K | 0.08% | +1,479+24.2% | Added |
| Jeppson Wealth Management, LLC | 7,616 | $708.1K | 0.31% | +92+1.2% | Added |
| Per Stirling Capital Management, LLC. | 7,658 | $711.9K | 0.14% | −112−1.4% | Reduced |
| Cigna Investments Inc | 7,680 | $714.0K | 0.13% | +91+1.2% | Added |
| Harbor Advisors LLC | 7,700 | $715.9K | 0.15% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 7,706 | $716.4K | 0.69% | +7,706 | New |
| David Loasby | 7,807 | $718.4K | 0.08% | +77+1.0% | Added |
| Toroso Investments, LLC | 7,739 | $719.0K | 0.02% | −10,250−57.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,751 | $720.6K | 0.09% | +7,751 | New |
| Voya Financial Advisors, Inc. | 7,781 | $722.2K | 0.08% | −91−1.2% | Reduced |
| Vaughan & Co Securities, Inc. | 7,813 | $726.4K | 0.52% | −35−0.4% | Reduced |
| Bailard, Inc. | 7,816 | $726.7K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,832 | $728.0K | 0.00% | −86,559−91.7% | Reduced |
| Herold Advisors, Inc. | 7,842 | $729.0K | 0.22% | +156+2.0% | Added |
| Leonteq Securities AG | 7,857 | $730.5K | 0.07% | +7,857 | New |
| Sterling Investment Counsel, LLC | 7,880 | $732.6K | 0.40% | +204+2.7% | Added |
| Tectonic Advisors LLC | 7,891 | $733.6K | 0.09% | +78+1.0% | Added |
| Horizon Kinetics Asset Management LLC | 7,900 | $734.5K | 0.02% | +750+10.5% | Added |
| Seelaus Asset Management LLC | 7,902 | $735.0K | 0.58% | +10.0% | Added |
| Granite Bay Wealth Management, LLC | 7,904 | $735.0K | 0.68% | +453+6.1% | Added |
| Chicago Trust Co NA | 7,912 | $735.6K | 0.18% | 00.0% | Unchanged |
| Heirloom Wealth Management | 7,922 | $736.5K | 0.32% | +513+6.9% | Added |
| Edmond de Rothschild Holding S.A. | 7,989 | $742.7K | 0.01% | −2,347−22.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,996 | $743.3K | 0.07% | +333+4.3% | Added |
| Prosperity Consulting Group, LLC | 8,041 | $747.5K | 0.46% | −632−7.3% | Reduced |
| Retirement Group, LLC | 8,145 | $757.2K | 0.32% | −807−9.0% | Reduced |