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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 10,920 | $1.02M | 0.05% | −217−1.9% | Reduced |
| Colony Group LLC | 10,899 | $1.01M | 0.01% | +484+4.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,850 | $1.01M | 0.69% | +50+0.5% | Added |
| Advisor OS, LLC | 10,792 | $1.00M | 0.16% | +2,126+24.5% | Added |
| Advisor Partners II, LLC | 10,672 | $992.2K | 0.05% | +1,281+13.6% | Added |
| Thrivent Financial for Lutherans | 10,670 | $992.0K | 0.00% | +932+9.6% | Added |
| Rainsberger Wealth Advisors, Inc. | 10,613 | $986.7K | 0.60% | +860+8.8% | Added |
| Yousif Capital Management, LLC | 10,561 | $981.9K | 0.01% | −203−1.9% | Reduced |
| Highlander Capital Management, LLC | 10,550 | $981.0K | 0.45% | −150−1.4% | Reduced |
| Private Trust Co NA | 10,535 | $979.4K | 0.12% | −176−1.6% | Reduced |
| Disciplined Equity Management, Inc. | 10,472 | $973.6K | 0.79% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 10,435 | $970.2K | 0.09% | +709+7.3% | Added |
| Nations Financial Group Inc, | 10,420 | $968.8K | 0.10% | −264−2.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,325 | $959.9K | 0.02% | −50−0.5% | Reduced |
| United Bank | 10,295 | $957.1K | 0.54% | −1,865−15.3% | Reduced |
| Valeo Financial Advisors, LLC | 10,263 | $954.2K | 0.04% | −1,577−13.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,256 | $953.5K | 0.23% | −1,986−16.2% | Reduced |
| Ossiam | 10,240 | $952.0K | 0.02% | −5,857−36.4% | Reduced |
| Goodwin Daniel L | 10,100 | $939.0K | 0.45% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,085 | $937.6K | 0.10% | −190−1.8% | Reduced |
| Donald L. Hagan, LLC | 10,000 | $929.7K | 0.52% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,000 | $929.7K | 0.10% | +3,533+54.6% | Added |
| Kamunting Street Capital Management, L.P. | 10,000 | $929.7K | 0.92% | +10,000 | New |
| FRG Family Wealth Advisors LLC | 9,997 | $929.5K | 0.20% | +20.0% | Added |
| Curated Wealth Partners LLC | 9,996 | $929.3K | 0.18% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 9,980 | $927.8K | 0.16% | +5,292+112.9% | Added |
| Choate Investment Advisors | 9,952 | $925.2K | 0.04% | +2,552+34.5% | Added |
| Gotham Asset Management, LLC | 9,851 | $915.8K | 0.02% | −3,559−26.5% | Reduced |
| Sandy Cove Advisors, LLC | 9,822 | $913.1K | 0.52% | +20.0% | Added |
| Paragon Advisors, LLC | 9,712 | $902.0K | 0.29% | −7,072−42.1% | Reduced |
| Cambridge Trust Co | 9,680 | $900.0K | 0.04% | −100−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 9,574 | $890.1K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,562 | $889.0K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 9,511 | $884.2K | 0.24% | +200+2.1% | Added |
| Nicolet Bankshares Inc | 14,318 | $876.0K | 0.25% | +6,744+89.0% | Added |
| Cantor Fitzgerald, L. P. | 9,415 | $875.3K | 0.02% | +115+1.2% | Added |
| Carmel Capital Partners, LLC | 9,408 | $874.7K | 0.45% | −293−3.0% | Reduced |
| Dakota Wealth Management | 9,325 | $866.9K | 0.04% | +29+0.3% | Added |
| First Pacific Financial | 9,291 | $863.8K | 0.37% | +176+1.9% | Added |
| Tradition Wealth Management, LLC | 9,282 | $863.0K | 0.10% | −484−5.0% | Reduced |
| Cornerstone National Bank & Trust Co | 9,248 | $859.8K | 0.50% | −1,004−9.8% | Reduced |
| River Street Advisors LLC | 9,214 | $856.7K | 0.82% | +6,058+192.0% | Added |
| Fund Management at Engine No. 1 LLC | 9,193 | $854.7K | 0.16% | +577+6.7% | Added |
| IHT Wealth Management, LLC | 9,160 | $851.6K | 0.04% | −3,908−29.9% | Reduced |
| Clarius Group, LLC | 9,158 | $851.4K | 0.07% | +100+1.1% | Added |
| Bokf, NA | 9,158 | $851.4K | 0.02% | −65−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,146 | $851.0K | 0.03% | +894+10.8% | Added |
| Lokken Investment Group LLC | 9,139 | $849.7K | 0.55% | −37−0.4% | Reduced |
| Atom Investors LP | 9,123 | $848.2K | 0.32% | +6,737+282.4% | Added |
| Hexagon Capital Partners LLC | 9,118 | $847.7K | 0.22% | −172−1.9% | Reduced |
| Financial Counselors Inc | 9,088 | $845.0K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 9,030 | $839.5K | 0.21% | −493−5.2% | Reduced |
| La Banque Postale Asset Management SA | 9,021 | $838.7K | 0.02% | −3,487−27.9% | Reduced |
| Pictet North America Advisors SA | 8,974 | $834.3K | 0.12% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 8,967 | $833.6K | 0.05% | −23−0.3% | Reduced |
| Nwam LLC | 8,955 | $832.6K | 0.07% | −251−2.7% | Reduced |
| Mayflower Financial Advisors, LLC | 8,945 | $831.7K | 0.11% | +30.0% | Added |
| Atomi Financial Group, Inc. | 8,856 | $823.3K | 0.38% | +1,285+17.0% | Added |
| Tiedemann Advisors, LLC | 8,817 | $819.8K | 0.03% | +20.0% | Added |
| Bessemer Securities LLC | 8,775 | $816.0K | 0.54% | −6,050−40.8% | Reduced |
| Latash Investments, LLC | 8,774 | $815.7K | 0.66% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,750 | $813.5K | 0.06% | −40−0.5% | Reduced |
| Baxter Bros Inc | 8,714 | $810.1K | 0.12% | +542+6.6% | Added |
| Siemens Fonds Invest GmbH | 8,707 | $805.5K | 0.08% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 8,659 | $805.0K | 0.25% | +13+0.2% | Added |
| MidWestOne Financial Group, Inc. | 8,651 | $804.3K | 0.17% | +250+3.0% | Added |
| LBMC Investment Advisors, LLC | 8,645 | $803.7K | 0.08% | +30.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $799.5K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 8,577 | $797.4K | 0.08% | +806+10.4% | Added |
| Aspen Grove Capital, LLC | 8,571 | $796.8K | 0.26% | +1,568+22.4% | Added |
| First National Trust Co | 8,556 | $795.5K | 0.04% | +200+2.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $792.0K | 0.34% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 8,503 | $790.5K | 0.28% | −500−5.6% | Reduced |
| Apexium Financial, LP | 8,497 | $790.0K | 0.07% | +30.0% | Added |
| Byrne Asset Management LLC | – | $783.0K | 0.51% | – | – |
| HBK Sorce Advisory LLC | 8,366 | $777.8K | 0.03% | +112+1.4% | Added |
| M&R Capital Management Inc | 8,345 | $775.8K | 0.20% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,321 | $773.6K | 0.02% | +2,200+35.9% | Added |
| HGK Asset Management Inc | 8,291 | $771.0K | 0.25% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 8,291 | $770.0K | 0.10% | +299+3.7% | Added |
| Schmidt P J Investment Management Inc | 7,354 | $767.8K | 0.15% | +60+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 8,221 | $764.0K | 0.07% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,173 | $759.8K | 0.05% | +8,173 | New |
| Diversified Trust Co | 8,172 | $759.8K | 0.03% | +721+9.7% | Added |
| Cravens & Co Advisors, LLC | 8,146 | $757.3K | 0.70% | +7+0.1% | Added |
| Retirement Group, LLC | 8,145 | $757.2K | 0.32% | −807−9.0% | Reduced |
| Prosperity Consulting Group, LLC | 8,041 | $747.5K | 0.46% | −632−7.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,996 | $743.3K | 0.07% | +333+4.3% | Added |
| Edmond de Rothschild Holding S.A. | 7,989 | $742.7K | 0.01% | −2,347−22.7% | Reduced |
| Heirloom Wealth Management | 7,922 | $736.5K | 0.32% | +513+6.9% | Added |
| Chicago Trust Co NA | 7,912 | $735.6K | 0.18% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 7,902 | $735.0K | 0.58% | +10.0% | Added |
| Granite Bay Wealth Management, LLC | 7,904 | $735.0K | 0.68% | +453+6.1% | Added |
| Horizon Kinetics Asset Management LLC | 7,900 | $734.5K | 0.02% | +750+10.5% | Added |
| Tectonic Advisors LLC | 7,891 | $733.6K | 0.09% | +78+1.0% | Added |
| Sterling Investment Counsel, LLC | 7,880 | $732.6K | 0.40% | +204+2.7% | Added |
| Leonteq Securities AG | 7,857 | $730.5K | 0.07% | +7,857 | New |
| Herold Advisors, Inc. | 7,842 | $729.0K | 0.22% | +156+2.0% | Added |
| Van Eck Associates Corp | 7,832 | $728.0K | 0.00% | −86,559−91.7% | Reduced |
| Bailard, Inc. | 7,816 | $726.7K | 0.03% | 00.0% | Unchanged |