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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Vaughan & Co Securities, Inc. | 7,813 | $726.4K | 0.52% | −35−0.4% | Reduced |
| Voya Financial Advisors, Inc. | 7,781 | $722.2K | 0.08% | −91−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,751 | $720.6K | 0.09% | +7,751 | New |
| Toroso Investments, LLC | 7,739 | $719.0K | 0.02% | −10,250−57.0% | Reduced |
| David Loasby | 7,807 | $718.4K | 0.08% | +77+1.0% | Added |
| Northwest Bank & Trust Co | 7,706 | $716.4K | 0.69% | +7,706 | New |
| Harbor Advisors LLC | 7,700 | $715.9K | 0.15% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,680 | $714.0K | 0.13% | +91+1.2% | Added |
| Per Stirling Capital Management, LLC. | 7,658 | $711.9K | 0.14% | −112−1.4% | Reduced |
| Jeppson Wealth Management, LLC | 7,616 | $708.1K | 0.31% | +92+1.2% | Added |
| Callan Capital, LLC | 7,586 | $705.3K | 0.08% | +1,479+24.2% | Added |
| Brown Miller Wealth Management, LLC | 7,569 | $703.8K | 0.38% | +111+1.5% | Added |
| Highland Capital Management, LLC | 7,548 | $701.7K | 0.05% | −6,417−46.0% | Reduced |
| Missouri Trust & Investment Co | 7,523 | $699.4K | 0.39% | +1,105+17.2% | Added |
| Kathmere Capital Management, LLC | 7,518 | $699.0K | 0.11% | +5,071+207.2% | Added |
| St. Clair Advisors, LLC | 7,504 | $697.6K | 0.27% | +554+8.0% | Added |
| Sweeney & Michel, LLC | 6,723 | $697.6K | 0.36% | +35+0.5% | Added |
| Element Pointe Advisors, LLC | 7,501 | $697.4K | 0.22% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,476 | $695.0K | 0.03% | +1,822+32.2% | Added |
| Tower Bridge Advisors | 7,467 | $694.2K | 0.06% | −9,857−56.9% | Reduced |
| Sippican Capital Advisors | 7,454 | $693.0K | 0.64% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 7,450 | $692.6K | 0.03% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 6,737 | $692.0K | 0.14% | −896−11.7% | Reduced |
| EPG Wealth Management LLC | 7,440 | $691.7K | 0.20% | +224+3.1% | Added |
| WealthPlan Investment Management, LLC | 7,410 | $688.9K | 0.21% | −4,242−36.4% | Reduced |
| Southland Equity Partners LLC | 7,396 | $687.6K | 0.23% | +287+4.0% | Added |
| LCNB Corp | 7,391 | $687.1K | 0.29% | +407+5.8% | 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 |
| Linscomb & Williams, Inc. | 7,338 | $682.2K | 0.04% | +28+0.4% | Added |
| 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 |
| Ferguson Wellman Capital Management, Inc | 7,236 | $672.7K | 0.02% | −268−3.6% | Reduced |
| Oxford Financial Group Ltd | 7,235 | $672.6K | 0.06% | +7,235 | New |
| Galvin, Gaustad & Stein, LLC | 7,206 | $669.9K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 7,195 | $668.9K | 0.09% | +7,195 | New |
| Benchmark Financial Wealth Advisors, LLC | 7,181 | $667.7K | 0.31% | +2,734+61.5% | Added |
| Westwood Wealth Management | 7,150 | $664.7K | 0.50% | +50+0.7% | Added |
| Gables Capital Management Inc. | 7,130 | $662.9K | 0.43% | +50+0.7% | Added |
| Keybank National Association | 7,097 | $659.8K | 0.00% | +417+6.2% | Added |
| Empire Financial Management Company, LLC | 7,072 | $657.6K | 0.26% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,072 | $657.5K | 0.21% | +7,072 | New |
| Focus Financial Network, Inc. | 7,071 | $657.4K | 0.04% | +43+0.6% | Added |
| Walker Asset Management, LLC | 7,033 | $653.9K | 0.54% | +69+1.0% | Added |
| Excalibur Management Corp | 7,032 | $653.8K | 0.33% | +24+0.3% | Added |
| WNY Asset Management, LLC | 7,009 | $651.6K | 0.14% | −466−6.2% | Reduced |
| Cladis Investment Advisory, LLC | 7,000 | $650.8K | 0.57% | −100−1.4% | Reduced |
| WealthTrust Axiom LLC | 6,996 | $650.5K | 0.22% | +25+0.4% | Added |
| Alterity Financial Group, LLC | 6,966 | $647.6K | 0.94% | −120−1.7% | Reduced |
| Naviter Wealth, LLC | 6,961 | $647.2K | 0.16% | −40−0.6% | Reduced |
| Financial Advocates Investment Management | 6,960 | $647.1K | 0.05% | −856−11.0% | Reduced |
| Change Path, LLC | 6,921 | $643.0K | 0.03% | −1,848−21.1% | Reduced |
| Viawealth, LLC | 6,909 | $642.3K | 0.48% | +1,334+23.9% | Added |
| Virtue Capital Management, LLC | 6,892 | $640.3K | 0.11% | −191−2.7% | Reduced |
| Element Wealth, LLC | 6,876 | $639.3K | 0.45% | +81+1.2% | Added |
| Qtron Investments LLC | 6,866 | $638.3K | 0.12% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,850 | $636.8K | 0.11% | +2,511+57.9% | Added |
| Freestone Capital Holdings, LLC | 6,808 | $632.9K | 0.03% | +375+5.8% | Added |
| First Pacific Advisors, LP | 6,800 | $632.2K | 0.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 6,781 | $630.4K | 0.18% | −518−7.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,762 | $628.7K | 0.03% | +2,056+43.7% | Added |
| Evergreen Capital Management LLC | 6,760 | $628.5K | 0.03% | +2,273+50.7% | Added |
| SRS Capital Advisors, Inc. | 6,709 | $623.7K | 0.08% | +33+0.5% | Added |
| Old National Bancorp | 6,670 | $620.1K | 0.02% | −244−3.5% | Reduced |
| NCM Capital Management, LLC | 6,664 | $619.6K | 0.43% | +250+3.9% | Added |
| IAM Advisory, LLC | 6,607 | $614.3K | 0.21% | +129+2.0% | Added |
| RW Investment Management LLC | 6,600 | $613.6K | 0.13% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 6,454 | $600.0K | 0.13% | +93+1.5% | Added |
| Live Oak Investment Partners | – | $599.4K | 0.50% | – | – |
| Purus Wealth Management, LLC | 6,445 | $599.2K | 0.39% | +323+5.3% | Added |
| Silverlake Wealth Management LLC | 6,402 | $595.2K | 0.33% | −54−0.8% | Reduced |
| First American Trust, FSB | 6,395 | $594.0K | 0.08% | +1,366+27.2% | Added |
| Quad-Cities Investment Group, LLC | 6,368 | $592.0K | 0.39% | +5+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 6,350 | $590.4K | 0.29% | −657−9.4% | Reduced |
| Soltis Investment Advisors LLC | 6,292 | $585.0K | 0.07% | +381+6.4% | Added |
| Prentice Wealth Management LLC | 6,272 | $583.1K | 0.26% | +218+3.6% | Added |
| Paragon Private Wealth Management, LLC | 6,204 | $576.8K | 0.46% | −1,305−17.4% | Reduced |
| WBH Advisory Inc | 6,200 | $576.4K | 0.07% | −625−9.2% | Reduced |
| NTV Asset Management LLC | 6,190 | $575.5K | 0.10% | +400+6.9% | Added |
| Boltwood Capital Management | 6,173 | $573.9K | 0.21% | +592+10.6% | Added |
| Ritholtz Wealth Management | 6,113 | $568.3K | 0.03% | −3,885−38.9% | Reduced |
| Vident Investment Advisory, LLC | 6,085 | $565.7K | 0.02% | −9,326−60.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,071 | $564.4K | 0.15% | +418+7.4% | Added |
| Overbrook Management Corp | 6,065 | $563.9K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,316 | $562.6K | 0.18% | −23,762−81.7% | Reduced |
| Van Cleef Asset Management,Inc | 6,013 | $559.0K | 0.09% | −148−2.4% | Reduced |
| First PREMIER Bank | 6,000 | $558.0K | 0.16% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $557.8K | 0.20% | 00.0% | Unchanged |
| Triumph Capital Management | 5,978 | $555.8K | 0.25% | +53+0.9% | Added |
| Samalin Investment Counsel, LLC | 5,972 | $555.2K | 0.30% | +264+4.6% | Added |
| Waddell & Associates, LLC | 5,958 | $553.9K | 0.08% | −88−1.5% | Reduced |
| Morse Asset Management, Inc | 5,950 | $553.0K | 0.17% | +1,550+35.2% | Added |
| Sovereign Financial Group, Inc. | 5,911 | $549.5K | 0.18% | +1,758+42.3% | Added |
| BDO Wealth Advisors, LLC | 5,911 | $549.5K | 0.06% | −276−4.5% | Reduced |
| Old North State Trust, LLC | 5,903 | $549.0K | 0.41% | −63−1.1% | Reduced |
| Heritage Wealth Advisors | 5,905 | $549.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,901 | $548.5K | 0.07% | −791−11.8% | Reduced |
| LMG Wealth Partners, LLC | 5,891 | $547.7K | 0.17% | +677+13.0% | Added |
| Ropes Wealth Advisors LLC | 5,868 | $545.5K | 0.09% | 00.0% | Unchanged |
| Close Asset Management Ltd | 5,865 | $545.0K | 0.03% | +3,316+130.1% | Added |