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 |
|---|---|---|---|---|---|
| Cravens & Co Advisors, LLC | 8,146 | $757.3K | 0.70% | +7+0.1% | Added |
| Diversified Trust Co | 8,172 | $759.8K | 0.03% | +721+9.7% | Added |
| Apella Capital, LLC | 8,173 | $759.8K | 0.05% | +8,173 | New |
| JTC Employer Solutions Trusteee Ltd | 8,221 | $764.0K | 0.07% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 7,354 | $767.8K | 0.15% | +60+0.8% | Added |
| Thoroughbred Financial Services, LLC | 8,291 | $770.0K | 0.10% | +299+3.7% | Added |
| HGK Asset Management Inc | 8,291 | $771.0K | 0.25% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,321 | $773.6K | 0.02% | +2,200+35.9% | Added |
| M&R Capital Management Inc | 8,345 | $775.8K | 0.20% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,366 | $777.8K | 0.03% | +112+1.4% | Added |
| Byrne Asset Management LLC | – | $783.0K | 0.51% | – | – |
| Apexium Financial, LP | 8,497 | $790.0K | 0.07% | +30.0% | Added |
| PBMares Wealth Management LLC | 8,503 | $790.5K | 0.28% | −500−5.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $792.0K | 0.34% | 00.0% | Unchanged |
| First National Trust Co | 8,556 | $795.5K | 0.04% | +200+2.4% | Added |
| Aspen Grove Capital, LLC | 8,571 | $796.8K | 0.26% | +1,568+22.4% | Added |
| Strategic Blueprint, LLC | 8,577 | $797.4K | 0.08% | +806+10.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $799.5K | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 8,645 | $803.7K | 0.08% | +30.0% | Added |
| MidWestOne Financial Group, Inc. | 8,651 | $804.3K | 0.17% | +250+3.0% | Added |
| Newman Dignan & Sheerar, Inc. | 8,659 | $805.0K | 0.25% | +13+0.2% | Added |
| Siemens Fonds Invest GmbH | 8,707 | $805.5K | 0.08% | 00.0% | Unchanged |
| Baxter Bros Inc | 8,714 | $810.1K | 0.12% | +542+6.6% | Added |
| Lowe Brockenbrough & Co Inc | 8,750 | $813.5K | 0.06% | −40−0.5% | Reduced |
| Latash Investments, LLC | 8,774 | $815.7K | 0.66% | 00.0% | Unchanged |
| Bessemer Securities LLC | 8,775 | $816.0K | 0.54% | −6,050−40.8% | Reduced |
| Tiedemann Advisors, LLC | 8,817 | $819.8K | 0.03% | +20.0% | Added |
| Atomi Financial Group, Inc. | 8,856 | $823.3K | 0.38% | +1,285+17.0% | Added |
| Mayflower Financial Advisors, LLC | 8,945 | $831.7K | 0.11% | +30.0% | Added |
| Nwam LLC | 8,955 | $832.6K | 0.07% | −251−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,967 | $833.6K | 0.05% | −23−0.3% | Reduced |
| Pictet North America Advisors SA | 8,974 | $834.3K | 0.12% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 9,021 | $838.7K | 0.02% | −3,487−27.9% | Reduced |
| Cooper Financial Group | 9,030 | $839.5K | 0.21% | −493−5.2% | Reduced |
| Financial Counselors Inc | 9,088 | $845.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9,118 | $847.7K | 0.22% | −172−1.9% | Reduced |
| Atom Investors LP | 9,123 | $848.2K | 0.32% | +6,737+282.4% | Added |
| Lokken Investment Group LLC | 9,139 | $849.7K | 0.55% | −37−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,146 | $851.0K | 0.03% | +894+10.8% | Added |
| Bokf, NA | 9,158 | $851.4K | 0.02% | −65−0.7% | Reduced |
| Clarius Group, LLC | 9,158 | $851.4K | 0.07% | +100+1.1% | Added |
| IHT Wealth Management, LLC | 9,160 | $851.6K | 0.04% | −3,908−29.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,193 | $854.7K | 0.16% | +577+6.7% | Added |
| River Street Advisors LLC | 9,214 | $856.7K | 0.82% | +6,058+192.0% | Added |
| Cornerstone National Bank & Trust Co | 9,248 | $859.8K | 0.50% | −1,004−9.8% | Reduced |
| Tradition Wealth Management, LLC | 9,282 | $863.0K | 0.10% | −484−5.0% | Reduced |
| First Pacific Financial | 9,291 | $863.8K | 0.37% | +176+1.9% | Added |
| Dakota Wealth Management | 9,325 | $866.9K | 0.04% | +29+0.3% | Added |
| Carmel Capital Partners, LLC | 9,408 | $874.7K | 0.45% | −293−3.0% | Reduced |
| Cantor Fitzgerald, L. P. | 9,415 | $875.3K | 0.02% | +115+1.2% | Added |
| Nicolet Bankshares Inc | 14,318 | $876.0K | 0.25% | +6,744+89.0% | Added |
| MONECO Advisors, LLC | 9,511 | $884.2K | 0.24% | +200+2.1% | Added |
| Moody National Bank Trust Division | 9,562 | $889.0K | 0.06% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 9,574 | $890.1K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 9,680 | $900.0K | 0.04% | −100−1.0% | Reduced |
| Paragon Advisors, LLC | 9,712 | $902.0K | 0.29% | −7,072−42.1% | Reduced |
| Sandy Cove Advisors, LLC | 9,822 | $913.1K | 0.52% | +20.0% | Added |
| Gotham Asset Management, LLC | 9,851 | $915.8K | 0.02% | −3,559−26.5% | Reduced |
| Choate Investment Advisors | 9,952 | $925.2K | 0.04% | +2,552+34.5% | Added |
| Trust Co of Toledo NA | 9,980 | $927.8K | 0.16% | +5,292+112.9% | Added |
| Curated Wealth Partners LLC | 9,996 | $929.3K | 0.18% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 9,997 | $929.5K | 0.20% | +20.0% | Added |
| Donald L. Hagan, LLC | 10,000 | $929.7K | 0.52% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,000 | $929.7K | 0.10% | +3,533+54.6% | Added |
| Kamunting Street Capital Management, L.P. | 10,000 | $929.7K | 0.92% | +10,000 | New |
| Jacobi Capital Management LLC | 10,085 | $937.6K | 0.10% | −190−1.8% | Reduced |
| Goodwin Daniel L | 10,100 | $939.0K | 0.45% | 00.0% | Unchanged |
| Ossiam | 10,240 | $952.0K | 0.02% | −5,857−36.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,256 | $953.5K | 0.23% | −1,986−16.2% | Reduced |
| Valeo Financial Advisors, LLC | 10,263 | $954.2K | 0.04% | −1,577−13.3% | Reduced |
| United Bank | 10,295 | $957.1K | 0.54% | −1,865−15.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,325 | $959.9K | 0.02% | −50−0.5% | Reduced |
| Nations Financial Group Inc, | 10,420 | $968.8K | 0.10% | −264−2.5% | Reduced |
| Beaumont Financial Advisors, LLC | 10,435 | $970.2K | 0.09% | +709+7.3% | Added |
| Disciplined Equity Management, Inc. | 10,472 | $973.6K | 0.79% | 00.0% | Unchanged |
| Private Trust Co NA | 10,535 | $979.4K | 0.12% | −176−1.6% | Reduced |
| Highlander Capital Management, LLC | 10,550 | $981.0K | 0.45% | −150−1.4% | Reduced |
| Yousif Capital Management, LLC | 10,561 | $981.9K | 0.01% | −203−1.9% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,613 | $986.7K | 0.60% | +860+8.8% | Added |
| Thrivent Financial for Lutherans | 10,670 | $992.0K | 0.00% | +932+9.6% | Added |
| Advisor Partners II, LLC | 10,672 | $992.2K | 0.05% | +1,281+13.6% | Added |
| Advisor OS, LLC | 10,792 | $1.00M | 0.16% | +2,126+24.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,850 | $1.01M | 0.69% | +50+0.5% | Added |
| Colony Group LLC | 10,899 | $1.01M | 0.01% | +484+4.6% | Added |
| RFG Advisory, LLC | 10,920 | $1.02M | 0.05% | −217−1.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,946 | $1.02M | 0.11% | −623−5.4% | Reduced |
| WMS Partners, LLC | 10,982 | $1.02M | 0.08% | −10−0.1% | Reduced |
| TBH Global Asset Management, LLC | 10,994 | $1.02M | 0.20% | +40+0.4% | Added |
| Confluence Investment Management LLC | 11,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $1.02M | 0.27% | 00.0% | Unchanged |
| Central Trust Co | 11,040 | $1.03M | 0.03% | +1,525+16.0% | Added |
| Legacy Advisors, LLC | 11,064 | $1.03M | 0.15% | +11,064 | New |
| Chickasaw Capital Management LLC | 11,066 | $1.03M | 0.06% | 00.0% | Unchanged |
| Union Savings Bank | 9,834 | $1.03M | 0.62% | +9,834 | New |
| Advisory Research Inc | 11,173 | $1.04M | 0.13% | +2,123+23.5% | Added |
| Davis Investment Partners, LLC | 9,670 | $1.04M | 0.50% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 11,203 | $1.04M | 0.36% | +313+2.9% | Added |
| Caption Management, LLC | 11,200 | $1.04M | 0.18% | +11,200 | New |
| Signaturefd, LLC | 11,201 | $1.04M | 0.03% | −276−2.4% | Reduced |
| Angeles Wealth Management, LLC | 11,217 | $1.04M | 0.14% | +35+0.3% | Added |