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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 11,218 | $1.04M | 0.39% | +6,209+124.0% | Added |
| Spirit of America Management Corp | 11,250 | $1.05M | 0.24% | −6,300−35.9% | Reduced |
| Prio Wealth Limited Partnership | 11,266 | $1.05M | 0.04% | −112−1.0% | Reduced |
| E&G Advisors, LP | 11,284 | $1.05M | 0.37% | −700−5.8% | Reduced |
| Mork Capital Management, LLC | 11,370 | $1.06M | 0.81% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,389 | $1.06M | 0.15% | −470−4.0% | Reduced |
| Avory & Company, LLC | 11,417 | $1.06M | 0.81% | +3,158+38.2% | Added |
| Carson Advisory Inc. | 11,420 | $1.06M | 0.90% | +300+2.7% | Added |
| Almanack Investment Partners, LLC. | 11,429 | $1.06M | 0.19% | −50.0% | Reduced |
| Country Club Bank | 11,485 | $1.07M | 0.08% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 11,474 | $1.07M | 0.01% | −2,400−17.3% | Reduced |
| Meeder Advisory Services, Inc. | 11,509 | $1.07M | 0.12% | +1,120+10.8% | Added |
| Norway Savings Bank | 11,523 | $1.07M | 0.58% | +1,115+10.7% | Added |
| Secure Asset Management, LLC | 11,530 | $1.07M | 0.33% | −342−2.9% | Reduced |
| Banque Cantonale Vaudoise | 11,557 | $1.07M | 0.05% | −4,300−27.1% | Reduced |
| TD Private Client Wealth LLC | 11,589 | $1.08M | 0.05% | +13+0.1% | Added |
| Chapin Davis, Inc. | 11,610 | $1.08M | 0.51% | −1,749−13.1% | Reduced |
| Sowell Financial Services LLC | 11,612 | $1.08M | 0.06% | +28+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 11,641 | $1.08M | 0.15% | −391−3.2% | Reduced |
| Wambolt & Associates, LLC | 11,699 | $1.09M | 0.39% | +591+5.3% | Added |
| RDA Financial Network | 11,758 | $1.09M | 0.46% | −55−0.5% | Reduced |
| Verdence Capital Advisors LLC | 11,795 | $1.10M | 0.13% | +525+4.7% | Added |
| Marcum Wealth, LLC | 11,862 | $1.10M | 0.13% | +233+2.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,957 | $1.11M | 0.01% | +11,957 | New |
| Welch & Forbes LLC | 11,966 | $1.11M | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 11,992 | $1.11M | 0.01% | −543−4.3% | Reduced |
| Zhang Financial LLC | 12,008 | $1.12M | 0.11% | −1,106−8.4% | Reduced |
| Dividend Assets Capital, LLC | 12,100 | $1.13M | 0.23% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 12,163 | $1.13M | 0.11% | +12,163 | New |
| Walter & Keenan Financial Consulting Co | 12,166 | $1.13M | 0.42% | +390+3.3% | Added |
| Magnus Financial Group LLC | 12,188 | $1.13M | 0.16% | +931+8.3% | Added |
| Moneta Group Investment Advisors LLC | 12,190 | $1.13M | 0.03% | +1,163+10.5% | Added |
| Baldwin Investment Management, LLC | 12,210 | $1.14M | 0.19% | −340−2.7% | Reduced |
| RMR Wealth Builders | 12,213 | $1.14M | 0.19% | +24+0.2% | Added |
| First Hawaiian Bank | 12,245 | $1.14M | 0.04% | −92−0.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 12,336 | $1.15M | 0.79% | −10.0% | Reduced |
| Segment Wealth Management, LLC | 12,360 | $1.15M | 0.12% | −350−2.8% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $1.17M | 0.35% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 12,566 | $1.17M | 0.11% | 00.0% | Unchanged |
| Accel Wealth Management | 12,632 | $1.17M | 0.65% | −235−1.8% | Reduced |
| Brave Asset Management Inc | 12,655 | $1.18M | 0.35% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 12,880 | $1.20M | 0.10% | −632−4.7% | Reduced |
| First United Bank Trust | 12,900 | $1.20M | 0.53% | −230−1.8% | Reduced |
| Moseley Investment Management Inc | 12,940 | $1.20M | 0.70% | +1,437+12.5% | Added |
| Shepherd Kaplan Krochuk, LLC | 12,970 | $1.21M | 0.95% | +12,970 | New |
| Traverso Chambers Private Wealth Management, LLC | 13,110 | $1.22M | 0.32% | −74−0.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,175 | $1.22M | 0.27% | +477+3.8% | Added |
| Sandbox Financial Partners, LLC | 13,179 | $1.23M | 0.64% | −924−6.6% | Reduced |
| Cipher Capital LP | 13,198 | $1.23M | 0.21% | +13,198 | New |
| New Vernon Investment Management LLC | 13,201 | $1.23M | 1.99% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 13,202 | $1.23M | 0.33% | +505+4.0% | Added |
| Dimension Capital Management LLC | 13,255 | $1.23M | 0.27% | −163−1.2% | Reduced |
| King Luther Capital Management Corp | 13,289 | $1.24M | 0.01% | +16+0.1% | Added |
| Accretive Wealth Partners, LLC | 13,302 | $1.24M | 0.73% | +1,123+9.2% | Added |
| Jefferies Financial Group Inc. | 13,370 | $1.24M | 0.03% | +13,370 | New |
| South Dakota Investment Council | 13,434 | $1.25M | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 13,476 | $1.25M | 0.00% | −95−0.7% | Reduced |
| Andra AP-fonden | 13,600 | $1.26M | 0.03% | +1,300+10.6% | Added |
| Smith, Moore & Co. | 13,630 | $1.27M | 0.16% | −200−1.4% | Reduced |
| Matrix Private Capital Group LLC | 13,650 | $1.27M | 0.93% | −4,441−24.5% | Reduced |
| Caz Investments LP | 13,800 | $1.28M | 3.54% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 13,832 | $1.29M | 0.01% | −1,792−11.5% | Reduced |
| Klingman & Associates, LLC | 13,873 | $1.29M | 0.10% | +153+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,785 | $1.29M | 0.02% | −76,723−84.8% | Reduced |
| Metis Global Partners, LLC | 13,909 | $1.29M | 0.07% | −2,368−14.5% | Reduced |
| Stiles Financial Services Inc | 13,919 | $1.29M | 0.64% | +2,462+21.5% | Added |
| Great Lakes Retirement, Inc. | 13,945 | $1.30M | 0.23% | +483+3.6% | Added |
| Blue Fin Capital, Inc. | 13,991 | $1.30M | 0.37% | +928+7.1% | Added |
| Lakeview Capital Partners, LLC | 14,050 | $1.31M | 0.24% | +14,050 | New |
| Conway Capital Management, Inc. | 14,056 | $1.31M | 0.92% | −11,259−44.5% | Reduced |
| Xcel Wealth Management, LLC | 14,090 | $1.31M | 0.41% | +1,550+12.4% | Added |
| Capital Investment Advisors, LLC | 14,108 | $1.31M | 0.04% | −940−6.2% | Reduced |
| Lodestone Wealth Management LLC | 14,182 | $1.32M | 0.91% | +71+0.5% | Added |
| Investors Asset Management of Georgia Inc | 14,252 | $1.33M | 0.68% | +211+1.5% | Added |
| Bank Hapoalim BM | 14,335 | $1.33M | 0.19% | −3,845−21.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,347 | $1.33M | 0.10% | −648−4.3% | Reduced |
| Waters Parkerson & Co., LLC | 14,396 | $1.34M | 0.08% | 00.0% | Unchanged |
| Aperture Investors, LLC | 14,435 | $1.34M | 0.17% | +14,435 | New |
| WealthPLAN Partners, LLC | 14,456 | $1.34M | 0.19% | −4,985−25.6% | Reduced |
| Hills Bank & Trust Co | 14,464 | $1.34M | 0.17% | +1,646+12.8% | Added |
| Pinnacle West Asset Management, Inc. | 14,475 | $1.35M | 1.31% | −275−1.9% | Reduced |
| Coastline Trust Co | 14,560 | $1.35M | 0.19% | −1,214−7.7% | Reduced |
| Summit Trail Advisors, LLC | 14,586 | $1.36M | 0.05% | +1,436+10.9% | Added |
| Inscription Capital, LLC | 14,604 | $1.36M | 0.42% | −1,816−11.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,730 | $1.37M | 0.09% | +757+5.4% | Added |
| Redmond Asset Management, LLC | 14,749 | $1.37M | 0.45% | +142+1.0% | Added |
| Hunting Hill Global Capital, LLC | 14,795 | $1.38M | 0.83% | +14,795 | New |
| Rossmore Private Capital | 14,826 | $1.38M | 0.21% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 14,835 | $1.38M | 0.07% | +1,091+7.9% | Added |
| StrongBox Wealth, LLC | 14,934 | $1.39M | 0.88% | +3,237+27.7% | Added |
| Renaissance Investment Group LLC | 14,947 | $1.39M | 0.36% | −8,540−36.4% | Reduced |
| Arkadios Wealth Advisors | 15,088 | $1.40M | 0.16% | +3,481+30.0% | Added |
| Sit Investment Associates Inc | 15,100 | $1.40M | 0.04% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 15,323 | $1.42M | 0.15% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 15,486 | $1.44M | 1.23% | +15+0.1% | Added |
| EFG Asset Management (North America) Corp. | 15,528 | $1.44M | 0.31% | −6,567−29.7% | Reduced |
| Wealthcare Advisory Partners LLC | 15,529 | $1.44M | 0.06% | +4,549+41.4% | Added |
| Financial Advisory Service, Inc. | 15,577 | $1.45M | 0.18% | +1,240+8.6% | Added |
| Zevenbergen Capital Investments LLC | 15,780 | $1.47M | 0.03% | −1,475−8.5% | Reduced |
| Glenview Trust Co | 15,834 | $1.47M | 0.04% | +2,733+20.9% | Added |