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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 29,915 | $2.78M | 0.13% | −1,561−5.0% | Reduced |
| Shepherd Financial Partners LLC | 29,848 | $2.77M | 0.43% | +2,971+11.1% | Added |
| Spire Wealth Management | 29,572 | $2.75M | 0.10% | −702−2.3% | Reduced |
| Modus Advisors, LLC | 29,311 | $2.73M | 1.17% | +1,788+6.5% | Added |
| Wealthfront Advisers LLC | 29,178 | $2.71M | 0.01% | −5,343−15.5% | Reduced |
| Register Financial Advisors LLC | 29,058 | $2.70M | 1.93% | −1,303−4.3% | Reduced |
| Capital Planning Advisors, LLC | 29,035 | $2.70M | 0.55% | +2,207+8.2% | Added |
| GTS Securities LLC | 28,981 | $2.69M | 0.09% | +28,981 | New |
| Trexquant Investment LP | 28,831 | $2.68M | 0.07% | −77,055−72.8% | Reduced |
| Torray LLC | 28,734 | $2.67M | 0.46% | +70+0.2% | Added |
| Summit Place Financial Advisors, LLC | 28,704 | $2.67M | 1.73% | +1,989+7.4% | Added |
| RiverPark Advisors, LLC | 28,656 | $2.66M | 2.44% | 00.0% | Unchanged |
| Somerset Group LLC | 28,424 | $2.64M | 2.21% | +62+0.2% | Added |
| Kayne Anderson Capital Advisors LP | 28,300 | $2.63M | 0.08% | −6,500−18.7% | Reduced |
| Wealth Effects LLC | 28,296 | $2.63M | 1.16% | −16−0.1% | Reduced |
| Tealwood Asset Management Inc | 28,256 | $2.63M | 1.28% | −104−0.4% | Reduced |
| Avitas Wealth Management LLC | 28,104 | $2.61M | 0.47% | +287+1.0% | Added |
| Legacy Capital Wealth Partners, LLC | 27,885 | $2.59M | 2.15% | +27,885 | New |
| First Dallas Securities Inc. | 27,675 | $2.57M | 1.44% | +38+0.1% | Added |
| Manufacturers Life Insurance Company, The | 27,673 | $2.57M | 0.00% | +288+1.1% | Added |
| Centaurus Financial, Inc. | 27,525 | $2.56M | 0.22% | −1,484−5.1% | Reduced |
| Jag Capital Management, LLC | 27,524 | $2.56M | 0.30% | −1,365−4.7% | Reduced |
| Lincoln National Corp | 27,486 | $2.56M | 0.05% | +4,998+22.2% | Added |
| Tiaa, FSB | 27,413 | $2.55M | 0.01% | −1,405−4.9% | Reduced |
| Good Life Advisors, LLC | 27,370 | $2.54M | 0.29% | −1,310−4.6% | Reduced |
| Modera Wealth Management, LLC | 27,275 | $2.54M | 0.05% | +24,477+874.8% | Added |
| Next Level Private LLC | 27,128 | $2.53M | 1.64% | +1,876+7.4% | Added |
| Tyler-Stone Wealth Management | 27,183 | $2.53M | 1.43% | +27,183 | New |
| Cohen Investment Advisors LLC | 27,120 | $2.52M | 2.03% | +916+3.5% | Added |
| Holderness Investments Co | 27,090 | $2.52M | 0.93% | −23−0.1% | Reduced |
| Sutton Wealth Advisors Inc. | 27,006 | $2.51M | 1.22% | +88+0.3% | Added |
| Q Capital Solutions | 26,981 | $2.51M | 2.20% | −4,499−14.3% | Reduced |
| StoneX Group Inc. | 26,979 | $2.51M | 0.26% | +898+3.4% | Added |
| Resolute Wealth Strategies, LLC | 26,945 | $2.51M | 1.94% | −568−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,782 | $2.49M | 1.11% | −2,339−8.0% | Reduced |
| Beech Hill Advisors, Inc. | 26,757 | $2.49M | 1.21% | +120.0% | Added |
| Thomas Story & Son LLC | 26,676 | $2.48M | 1.13% | +2,529+10.5% | Added |
| Miracle Mile Advisors, LLC | 26,569 | $2.47M | 0.08% | −2,465−8.5% | Reduced |
| Capital Management Associates | 26,474 | $2.46M | 3.62% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 26,335 | $2.45M | 0.62% | +259+1.0% | Added |
| Slagle Financial, LLC | 26,094 | $2.43M | 1.51% | +26,094 | New |
| Tower Research Capital LLC (TRC) | 25,983 | $2.42M | 0.08% | +24,976+2,480.2% | Added |
| Means Investment Co., Inc. | 25,960 | $2.41M | 0.38% | +104+0.4% | Added |
| Prudential PLC | 25,896 | $2.41M | 0.03% | +1,465+6.0% | Added |
| Gladstone Institutional Advisory LLC | 25,843 | $2.40M | 0.15% | +6,727+35.2% | Added |
| Sterling Investment Advisors, Ltd. | 25,680 | $2.39M | 0.79% | −1,547−5.7% | Reduced |
| Mastrapasqua Asset Management Inc | 25,665 | $2.39M | 0.27% | −71−0.3% | Reduced |
| Abbot Financial Management, Inc. | 25,591 | $2.38M | 1.53% | −358−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 25,550 | $2.38M | 0.20% | −328−1.3% | Reduced |
| DFPG Investments, LLC | 21,931 | $2.37M | 0.21% | −22,391−50.5% | Reduced |
| Laidlaw Wealth Management LLC | 25,271 | $2.35M | 0.46% | −456−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 25,252 | $2.35M | 0.00% | +382+1.5% | Added |
| Essex Financial Services, Inc. | 25,154 | $2.34M | 0.27% | −354−1.4% | Reduced |
| Westside Investment Management, Inc. | 25,093 | $2.33M | 0.66% | −60−0.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.32M | 0.65% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 24,951 | $2.32M | 0.08% | −147−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 24,860 | $2.31M | 0.07% | −445−1.8% | Reduced |
| IFP Advisors, Inc | 49,372 | $2.30M | 0.12% | −540−1.1% | Reduced |
| Lazard Asset Management LLC | 24,745 | $2.30M | 0.00% | +85+0.3% | Added |
| Glenmede Trust Co NA | 26,109 | $2.29M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 24,645 | $2.29M | 0.07% | −3,734−13.2% | Reduced |
| Bridgewater Associates, LP | 24,610 | $2.29M | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 24,607 | $2.29M | 0.27% | −89−0.4% | Reduced |
| Dudley Capital Management, LLC | 24,596 | $2.29M | 1.54% | −417−1.7% | Reduced |
| Diligent Investors, LLC | 24,521 | $2.28M | 0.67% | +343+1.4% | Added |
| Marshall Wace, LLP | 24,502 | $2.28M | 0.00% | +24,502 | New |
| Oxbow Advisors, LLC | 24,495 | $2.28M | 0.36% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 24,351 | $2.26M | 0.48% | −904−3.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 24,299 | $2.26M | 0.03% | +2,376+10.8% | Added |
| Garrett Investment Advisors LLC | 24,254 | $2.25M | 0.32% | +3,001+14.1% | Added |
| Berkshire Asset Management LLC | 24,055 | $2.24M | 0.13% | −15−0.1% | Reduced |
| Cullinan Associates Inc | 24,042 | $2.24M | 0.12% | +14,092+141.6% | Added |
| Allen Investment Management LLC | 23,857 | $2.22M | 0.03% | −1,680−6.6% | Reduced |
| Wealthspire Advisors, LLC | 23,772 | $2.21M | 0.04% | −14,217−37.4% | Reduced |
| Dearborn Partners LLC | 23,518 | $2.19M | 0.08% | +674+3.0% | Added |
| J.W. Cole Advisors, Inc. | 23,385 | $2.17M | 0.16% | −3,103−11.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 23,377 | $2.17M | 0.01% | −12,838−35.4% | Reduced |
| Johnson Investment Counsel Inc | 23,265 | $2.16M | 0.03% | +432+1.9% | Added |
| Fortune Financial Advisors, LLC | 23,151 | $2.15M | 1.62% | +23,151 | New |
| Ethic Inc. | 22,803 | $2.12M | 0.08% | +1,421+6.6% | Added |
| 1776 Wealth LLC | 22,797 | $2.12M | 1.12% | +200+0.9% | Added |
| Waterloo Capital, L.P. | 22,644 | $2.11M | 0.62% | −1,501−6.2% | Reduced |
| TownSquare Capital, LLC | 22,430 | $2.09M | 0.04% | −27,070−54.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 22,356 | $2.08M | 0.93% | −650−2.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 22,327 | $2.08M | 0.10% | +785+3.6% | Added |
| Resource Consulting Group Inc | 22,266 | $2.07M | 0.41% | +22,266 | New |
| Sigma Planning Corp | 22,122 | $2.06M | 0.07% | −388−1.7% | Reduced |
| Stonegate Investment Group, LLC | 22,065 | $2.05M | 0.07% | +128+0.6% | Added |
| HB Wealth Management, LLC | 22,004 | $2.05M | 0.03% | +2,275+11.5% | Added |
| Ally Financial Inc. | 22,000 | $2.05M | 0.29% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 21,814 | $2.03M | 0.61% | −114−0.5% | Reduced |
| Girard Partners Ltd. | 21,791 | $2.03M | 0.21% | +6,567+43.1% | Added |
| Syntegra Private Wealth Group, LLC | 21,711 | $2.02M | 0.31% | +21,711 | New |
| Prudential Financial Inc | 21,607 | $2.01M | 0.00% | −2,843−11.6% | Reduced |
| Parallel Advisors, LLC | 21,561 | $2.00M | 0.06% | +1,456+7.2% | Added |
| Congress Wealth Management LLC | 21,494 | $2.00M | 0.05% | +31+0.1% | Added |
| True North Advisors, LLC | 21,254 | $1.98M | 0.56% | +188+0.9% | Added |
| CoreCap Advisors, LLC | 21,188 | $1.97M | 0.14% | +21,188 | New |
| Vinva Investment Management Ltd | 21,173 | $1.97M | 0.17% | −2,430−10.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,077 | $1.96M | 0.03% | +1,965+10.3% | Added |