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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 14,730 | $1.37M | 0.09% | +757+5.4% | Added |
| Inscription Capital, LLC | 14,604 | $1.36M | 0.42% | −1,816−11.1% | Reduced |
| Summit Trail Advisors, LLC | 14,586 | $1.36M | 0.05% | +1,436+10.9% | Added |
| Coastline Trust Co | 14,560 | $1.35M | 0.19% | −1,214−7.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,475 | $1.35M | 1.31% | −275−1.9% | Reduced |
| Hills Bank & Trust Co | 14,464 | $1.34M | 0.17% | +1,646+12.8% | Added |
| WealthPLAN Partners, LLC | 14,456 | $1.34M | 0.19% | −4,985−25.6% | Reduced |
| Aperture Investors, LLC | 14,435 | $1.34M | 0.17% | +14,435 | New |
| Waters Parkerson & Co., LLC | 14,396 | $1.34M | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 14,347 | $1.33M | 0.10% | −648−4.3% | Reduced |
| Bank Hapoalim BM | 14,335 | $1.33M | 0.19% | −3,845−21.1% | Reduced |
| Investors Asset Management of Georgia Inc | 14,252 | $1.33M | 0.68% | +211+1.5% | Added |
| Lodestone Wealth Management LLC | 14,182 | $1.32M | 0.91% | +71+0.5% | Added |
| Capital Investment Advisors, LLC | 14,108 | $1.31M | 0.04% | −940−6.2% | Reduced |
| Xcel Wealth Management, LLC | 14,090 | $1.31M | 0.41% | +1,550+12.4% | Added |
| Conway Capital Management, Inc. | 14,056 | $1.31M | 0.92% | −11,259−44.5% | Reduced |
| Lakeview Capital Partners, LLC | 14,050 | $1.31M | 0.24% | +14,050 | New |
| Blue Fin Capital, Inc. | 13,991 | $1.30M | 0.37% | +928+7.1% | Added |
| Great Lakes Retirement, Inc. | 13,945 | $1.30M | 0.23% | +483+3.6% | Added |
| Stiles Financial Services Inc | 13,919 | $1.29M | 0.64% | +2,462+21.5% | Added |
| Metis Global Partners, LLC | 13,909 | $1.29M | 0.07% | −2,368−14.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,785 | $1.29M | 0.02% | −76,723−84.8% | Reduced |
| Klingman & Associates, LLC | 13,873 | $1.29M | 0.10% | +153+1.1% | Added |
| Vontobel Holding Ltd. | 13,832 | $1.29M | 0.01% | −1,792−11.5% | Reduced |
| Caz Investments LP | 13,800 | $1.28M | 3.54% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 13,650 | $1.27M | 0.93% | −4,441−24.5% | Reduced |
| Smith, Moore & Co. | 13,630 | $1.27M | 0.16% | −200−1.4% | Reduced |
| Andra AP-fonden | 13,600 | $1.26M | 0.03% | +1,300+10.6% | Added |
| Assenagon Asset Management S.A. | 13,476 | $1.25M | 0.00% | −95−0.7% | Reduced |
| South Dakota Investment Council | 13,434 | $1.25M | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,370 | $1.24M | 0.03% | +13,370 | New |
| Accretive Wealth Partners, LLC | 13,302 | $1.24M | 0.73% | +1,123+9.2% | Added |
| King Luther Capital Management Corp | 13,289 | $1.24M | 0.01% | +16+0.1% | Added |
| Dimension Capital Management LLC | 13,255 | $1.23M | 0.27% | −163−1.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 13,202 | $1.23M | 0.33% | +505+4.0% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.23M | 1.99% | 00.0% | Unchanged |
| Cipher Capital LP | 13,198 | $1.23M | 0.21% | +13,198 | New |
| Sandbox Financial Partners, LLC | 13,179 | $1.23M | 0.64% | −924−6.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,175 | $1.22M | 0.27% | +477+3.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,110 | $1.22M | 0.32% | −74−0.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 12,970 | $1.21M | 0.95% | +12,970 | New |
| Moseley Investment Management Inc | 12,940 | $1.20M | 0.70% | +1,437+12.5% | Added |
| First United Bank Trust | 12,900 | $1.20M | 0.53% | −230−1.8% | Reduced |
| Western Wealth Management, LLC | 12,880 | $1.20M | 0.10% | −632−4.7% | Reduced |
| Brave Asset Management Inc | 12,655 | $1.18M | 0.35% | 00.0% | Unchanged |
| Accel Wealth Management | 12,632 | $1.17M | 0.65% | −235−1.8% | Reduced |
| WSFS Capital Management, LLC | 12,566 | $1.17M | 0.11% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 11,100 | $1.17M | 0.35% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,360 | $1.15M | 0.12% | −350−2.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 12,336 | $1.15M | 0.79% | −10.0% | Reduced |
| First Hawaiian Bank | 12,245 | $1.14M | 0.04% | −92−0.7% | Reduced |
| RMR Wealth Builders | 12,213 | $1.14M | 0.19% | +24+0.2% | Added |
| Baldwin Investment Management, LLC | 12,210 | $1.14M | 0.19% | −340−2.7% | Reduced |
| Moneta Group Investment Advisors LLC | 12,190 | $1.13M | 0.03% | +1,163+10.5% | Added |
| Magnus Financial Group LLC | 12,188 | $1.13M | 0.16% | +931+8.3% | Added |
| Walter & Keenan Financial Consulting Co | 12,166 | $1.13M | 0.42% | +390+3.3% | Added |
| Pine Valley Investments Ltd Liability Co | 12,163 | $1.13M | 0.11% | +12,163 | New |
| Dividend Assets Capital, LLC | 12,100 | $1.13M | 0.23% | 00.0% | Unchanged |
| Zhang Financial LLC | 12,008 | $1.12M | 0.11% | −1,106−8.4% | Reduced |
| New York Life Investment Management LLC | 11,992 | $1.11M | 0.01% | −543−4.3% | Reduced |
| Welch & Forbes LLC | 11,966 | $1.11M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 11,957 | $1.11M | 0.01% | +11,957 | New |
| Marcum Wealth, LLC | 11,862 | $1.10M | 0.13% | +233+2.0% | Added |
| Verdence Capital Advisors LLC | 11,795 | $1.10M | 0.13% | +525+4.7% | Added |
| RDA Financial Network | 11,758 | $1.09M | 0.46% | −55−0.5% | Reduced |
| Wambolt & Associates, LLC | 11,699 | $1.09M | 0.39% | +591+5.3% | Added |
| Hudson Valley Investment Advisors Inc | 11,641 | $1.08M | 0.15% | −391−3.2% | Reduced |
| Sowell Financial Services LLC | 11,612 | $1.08M | 0.06% | +28+0.2% | Added |
| Chapin Davis, Inc. | 11,610 | $1.08M | 0.51% | −1,749−13.1% | Reduced |
| TD Private Client Wealth LLC | 11,589 | $1.08M | 0.05% | +13+0.1% | Added |
| Banque Cantonale Vaudoise | 11,557 | $1.07M | 0.05% | −4,300−27.1% | Reduced |
| Secure Asset Management, LLC | 11,530 | $1.07M | 0.33% | −342−2.9% | Reduced |
| Norway Savings Bank | 11,523 | $1.07M | 0.58% | +1,115+10.7% | Added |
| Meeder Advisory Services, Inc. | 11,509 | $1.07M | 0.12% | +1,120+10.8% | Added |
| Banque Pictet & Cie SA | 11,474 | $1.07M | 0.01% | −2,400−17.3% | Reduced |
| Country Club Bank | 11,485 | $1.07M | 0.08% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11,429 | $1.06M | 0.19% | −50.0% | Reduced |
| Carson Advisory Inc. | 11,420 | $1.06M | 0.90% | +300+2.7% | Added |
| Avory & Company, LLC | 11,417 | $1.06M | 0.81% | +3,158+38.2% | Added |
| Sheets Smith Wealth Management | 11,389 | $1.06M | 0.15% | −470−4.0% | Reduced |
| Mork Capital Management, LLC | 11,370 | $1.06M | 0.81% | 00.0% | Unchanged |
| E&G Advisors, LP | 11,284 | $1.05M | 0.37% | −700−5.8% | Reduced |
| Prio Wealth Limited Partnership | 11,266 | $1.05M | 0.04% | −112−1.0% | Reduced |
| Spirit of America Management Corp | 11,250 | $1.05M | 0.24% | −6,300−35.9% | Reduced |
| L.M. Kohn & Company | 11,218 | $1.04M | 0.39% | +6,209+124.0% | Added |
| Angeles Wealth Management, LLC | 11,217 | $1.04M | 0.14% | +35+0.3% | Added |
| Signaturefd, LLC | 11,201 | $1.04M | 0.03% | −276−2.4% | Reduced |
| Caption Management, LLC | 11,200 | $1.04M | 0.18% | +11,200 | New |
| Castle Rock Wealth Management, LLC | 11,203 | $1.04M | 0.36% | +313+2.9% | Added |
| Davis Investment Partners, LLC | 9,670 | $1.04M | 0.50% | 00.0% | Unchanged |
| Advisory Research Inc | 11,173 | $1.04M | 0.13% | +2,123+23.5% | Added |
| Union Savings Bank | 9,834 | $1.03M | 0.62% | +9,834 | New |
| Chickasaw Capital Management LLC | 11,066 | $1.03M | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 11,064 | $1.03M | 0.15% | +11,064 | New |
| Central Trust Co | 11,040 | $1.03M | 0.03% | +1,525+16.0% | Added |
| Ar Asset Management Inc | 11,000 | $1.02M | 0.27% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 10,994 | $1.02M | 0.20% | +40+0.4% | Added |
| WMS Partners, LLC | 10,982 | $1.02M | 0.08% | −10−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,946 | $1.02M | 0.11% | −623−5.4% | Reduced |