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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 45,944 | $4.27M | 0.26% | +9,593+26.4% | Added |
| Axxcess Wealth Management, LLC | 45,472 | $4.23M | 0.31% | +11,303+33.1% | Added |
| Pathstone Family Office, LLC | 45,634 | $4.22M | 0.06% | +4,504+11.0% | Added |
| Naples Global Advisors, LLC | 45,333 | $4.21M | 0.49% | −870−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 45,304 | $4.21M | 0.14% | +6,763+17.5% | Added |
| Compass Wealth Management LLC | 45,301 | $4.21M | 1.27% | −800−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 45,243 | $4.21M | 0.41% | +22,098+95.5% | Added |
| Kingdon Capital Management, L.L.C. | 45,000 | $4.18M | 0.73% | +45,000 | New |
| Act Two Investors LLC | 44,566 | $4.14M | 1.16% | +44,566 | New |
| Global Retirement Partners, LLC | 44,393 | $4.13M | 0.20% | +200.0% | Added |
| Kavar Capital Partners Group, LLC | 44,219 | $4.11M | 0.88% | +4,658+11.8% | Added |
| Advisory Services Network, LLC | 43,889 | $4.08M | 0.11% | −602−1.4% | Reduced |
| SG Americas Securities, LLC | 43,452 | $4.04M | 0.03% | +7,248+20.0% | Added |
| MetLife Investment Management | 43,379 | $4.03M | 0.03% | +345+0.8% | Added |
| Integrated Wealth Concepts LLC | 43,185 | $4.01M | 0.07% | +1,906+4.6% | Added |
| Fred Alger Management, LLC | 42,918 | $3.99M | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 42,671 | $3.97M | 0.24% | +22,626+112.9% | Added |
| Coastal Bridge Advisors, LLC | 42,624 | $3.96M | 0.97% | −1,739−3.9% | Reduced |
| Ayrshire Capital Management LLC | 38,276 | $3.93M | 2.49% | +2,031+5.6% | Added |
| MAI Capital Management | 42,272 | $3.93M | 0.06% | −46,590−52.4% | Reduced |
| Cross Staff Investments Inc | 42,152 | $3.92M | 3.60% | −215−0.5% | Reduced |
| CWM, LLC | 42,075 | $3.91M | 0.02% | +3,728+9.7% | Added |
| Duncker Streett & Co Inc | 42,057 | $3.91M | 0.87% | +300+0.7% | Added |
| Snowden Capital Advisors LLC | 41,963 | $3.90M | 0.14% | +10,228+32.2% | Added |
| Harbor Investment Advisory, LLC | 41,604 | $3.87M | 0.54% | +649+1.6% | Added |
| Daiwa Securities Group Inc. | 41,579 | $3.87M | 0.03% | −327−0.8% | Reduced |
| Ellsworth Advisors, LLC | 41,148 | $3.83M | 1.32% | +2,353+6.1% | Added |
| Werlinich Asset Management, LLC | 41,072 | $3.82M | 3.06% | +100+0.2% | Added |
| Carret Asset Management, LLC | 41,070 | $3.82M | 0.51% | −10,043−19.6% | Reduced |
| Proficio Capital Partners LLC | 41,020 | $3.81M | 0.52% | +483+1.2% | Added |
| Jackson Wealth Management, LLC | 40,842 | $3.80M | 0.56% | +40,842 | New |
| Greenwich Wealth Management LLC | 40,728 | $3.79M | 0.40% | 00.0% | Unchanged |
| CenterBook Partners LP | 40,693 | $3.78M | 0.47% | −48,516−54.4% | Reduced |
| Caldwell Trust Co | 40,362 | $3.75M | 0.49% | +284+0.7% | Added |
| Hedeker Wealth, LLC | 40,288 | $3.75M | 1.25% | +9,183+29.5% | Added |
| Lake Street Advisors Group, LLC | 40,106 | $3.73M | 0.21% | −334−0.8% | Reduced |
| Wedbush Securities Inc | 40,097 | $3.73M | 0.18% | −1,472−3.5% | Reduced |
| Kercheville Advisors, LLC | 39,883 | $3.71M | 2.25% | −3,675−8.4% | Reduced |
| Pinnacle Financial Partners Inc | 39,753 | $3.70M | 0.09% | −3,044−7.1% | Reduced |
| Candriam Luxembourg S.C.A. | 39,250 | $3.65M | 0.03% | −37,388−48.8% | Reduced |
| Sawtooth Solutions, LLC | 39,168 | $3.64M | 0.10% | −6,368−14.0% | Reduced |
| Bleakley Financial Group, LLC | 39,168 | $3.64M | 0.11% | +558+1.4% | Added |
| Cannell Peter B & Co Inc | 38,984 | $3.62M | 0.12% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 38,746 | $3.60M | 1.86% | +138+0.4% | Added |
| Brinker Capital Investments, LLC | 38,445 | $3.57M | 0.04% | −10,904−22.1% | Reduced |
| Orion Portfolio Solutions, LLC | 38,445 | $3.57M | 0.04% | −10,904−22.1% | Reduced |
| Bremer Bank National Association | 38,168 | $3.55M | 0.68% | −6,705−14.9% | Reduced |
| Iat Reinsurance Co Ltd. | 38,000 | $3.53M | 0.68% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 37,986 | $3.53M | 0.37% | +11,643+44.2% | Added |
| Northcape Wealth Management, LLC | 37,601 | $3.50M | 1.26% | +392+1.1% | Added |
| Resources Management Corp | 37,573 | $3.49M | 0.55% | −15,645−29.4% | Reduced |
| Silicon Valley Capital Partners | 37,294 | $3.47M | 0.65% | +4,713+14.5% | Added |
| Chesley Taft & Associates LLC | 37,197 | $3.46M | 0.21% | +650+1.8% | Added |
| Wellington Shields & Co., LLC | 37,044 | $3.44M | 0.81% | −2,158−5.5% | Reduced |
| Meyer Handelman Co | 37,000 | $3.44M | 0.14% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 36,724 | $3.41M | 0.13% | −372−1.0% | Reduced |
| Graypoint LLC | 36,615 | $3.40M | 0.34% | +95+0.3% | Added |
| Kingfisher Capital LLC | 36,416 | $3.39M | 0.88% | +41+0.1% | Added |
| First Interstate Bank | 36,249 | $3.37M | 0.28% | +36,249 | New |
| Old Second National Bank of Aurora | 35,716 | $3.32M | 0.96% | +13,487+60.7% | Added |
| Argonautica Private Wealth Management, Inc | 35,638 | $3.31M | 1.49% | +852+2.4% | Added |
| Lake Street Financial LLC | 35,413 | $3.29M | 0.58% | −4,873−12.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 35,078 | $3.26M | 1.50% | −50−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 34,914 | $3.25M | 0.04% | +1,291+3.8% | Added |
| 1st Source Bank | 34,823 | $3.24M | 0.21% | +3,800+12.2% | Added |
| Sierra Capital LLC | 34,750 | $3.23M | 0.51% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 34,753 | $3.23M | 1.07% | +3,140+9.9% | Added |
| Cyrus J. Lawrence, LLC | 34,737 | $3.23M | 0.93% | −188−0.5% | Reduced |
| Synovus Financial Corp | 34,468 | $3.20M | 0.04% | −8,225−19.3% | Reduced |
| Greenland Capital Management LP | 34,394 | $3.20M | 0.46% | +34,394 | New |
| Stanley-Laman Group, Ltd. | 34,346 | $3.19M | 0.53% | −559−1.6% | Reduced |
| Easterly Investment Partners LLC | 34,339 | $3.19M | 0.29% | +20.0% | Added |
| Teza Capital Management LLC | 34,235 | $3.18M | 0.52% | +28,884+539.8% | Added |
| AXA S.A. | 34,174 | $3.18M | 0.01% | +228+0.7% | Added |
| Wade G W & Inc | 33,785 | $3.14M | 0.11% | +163+0.5% | Added |
| Bank of Nova Scotia | 33,658 | $3.13M | 0.01% | +6,833+25.5% | Added |
| Beacon Investment Advisory Services, Inc. | 33,422 | $3.11M | 0.14% | +20,122+151.3% | Added |
| Colonial Trust Co | 33,395 | $3.10M | 0.74% | +156+0.5% | Added |
| JustInvest LLC | 33,352 | $3.10M | 0.09% | +1,913+6.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 33,329 | $3.10M | 0.01% | +32,212+2,883.8% | Added |
| Pacitti Group Inc. | 33,172 | $3.08M | 2.17% | −455−1.4% | Reduced |
| Financial Architects, Inc | 33,113 | $3.08M | 0.46% | −993−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 33,080 | $3.08M | 0.07% | −2,833−7.9% | Reduced |
| Community Trust & Investment Co | 32,941 | $3.06M | 0.25% | +794+2.5% | Added |
| Core Alternative Capital | 32,501 | $3.02M | 0.44% | −110,304−77.2% | Reduced |
| Kaizen Financial Strategies | 30,246 | $2.97M | 2.54% | +1,587+5.5% | Added |
| Ballast Advisors LLC | 31,736 | $2.95M | 1.11% | −2,848−8.2% | Reduced |
| Bard Financial Services, Inc. | 31,500 | $2.93M | 0.23% | +175+0.6% | Added |
| DuPont Capital Management Corp | 31,444 | $2.92M | 0.14% | +4,418+16.3% | Added |
| Commerce Bank | 31,428 | $2.92M | 0.02% | −2,408−7.1% | Reduced |
| Insigneo Advisory Services, LLC | 31,164 | $2.90M | 0.56% | +21,388+218.8% | Added |
| Capital City Trust Co | 31,132 | $2.89M | 0.90% | −585−1.8% | Reduced |
| City of London Investment Management Co Ltd | 31,121 | $2.89M | 0.23% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 31,034 | $2.89M | 1.29% | +31,034 | New |
| Retirement Planning Co of New England, Inc. | 30,854 | $2.87M | 1.65% | +169+0.6% | Added |
| International Assets Investment Management, LLC | 30,811 | $2.86M | 0.39% | +2,556+9.0% | Added |
| Appleton Partners Inc | 30,572 | $2.84M | 0.24% | +1,705+5.9% | Added |
| Tredje AP-fonden | 30,438 | $2.83M | 0.04% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 30,269 | $2.81M | 1.42% | +507+1.7% | Added |
| First Manhattan Co | 30,139 | $2.80M | 0.01% | +2,656+9.7% | Added |