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, Q3 2023
Institutional positions in Blackstone Inc. as of Sep 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
- 1,667
- +100 vs. Q2 2023
- Shares held
- 497.2M
- +40.7M (+8.9%) vs. Q2 2023
- Total value
- $53.3B
- +$10.9B (+25.6%) vs. Q2 2023
- New holders
- 198
- 627 more added
- Sold out
- 98
- 590 more reduced
18 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 12,549 | $1.34M | 0.19% | +908+7.8% | Added |
| WSFS Capital Management, LLC | 12,566 | $1.35M | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 12,626 | $1.35M | 0.04% | +1,425+12.7% | Added |
| First United Bank Trust | 12,645 | $1.35M | 0.63% | −255−2.0% | Reduced |
| Brave Asset Management Inc | 12,655 | $1.36M | 0.41% | 00.0% | Unchanged |
| Keybank National Association | 13,112 | $1.40M | 0.01% | +6,015+84.8% | Added |
| Arkadios Wealth Advisors | 13,148 | $1.41M | 0.13% | −1,940−12.9% | Reduced |
| New Vernon Investment Management LLC | 13,201 | $1.41M | 2.16% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 13,211 | $1.42M | 0.38% | +101+0.8% | Added |
| Vontobel Holding Ltd. | 13,231 | $1.42M | 0.01% | −601−4.3% | Reduced |
| King Luther Capital Management Corp | 13,232 | $1.42M | 0.01% | −57−0.4% | Reduced |
| Lakeview Capital Partners, LLC | 13,292 | $1.42M | 0.28% | −758−5.4% | Reduced |
| Wambolt & Associates, LLC | 13,358 | $1.43M | 0.52% | +1,659+14.2% | Added |
| Magnus Financial Group LLC | 13,410 | $1.44M | 0.21% | +1,222+10.0% | Added |
| Valeo Financial Advisors, LLC | 13,447 | $1.44M | 0.07% | +3,184+31.0% | Added |
| Accretive Wealth Partners, LLC | 13,493 | $1.45M | 0.86% | +191+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 13,640 | $1.46M | 0.40% | +438+3.3% | Added |
| Matrix Private Capital Group LLC | 13,656 | $1.46M | 1.09% | +60.0% | Added |
| Xcel Wealth Management, LLC | 13,658 | $1.46M | 0.58% | −432−3.1% | Reduced |
| Smith, Moore & Co. | 13,705 | $1.47M | 0.19% | +75+0.6% | Added |
| Caz Investments LP | 13,800 | $1.48M | 4.18% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 13,808 | $1.48M | 0.12% | −65−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 13,809 | $1.48M | 0.18% | −1,514−9.9% | Reduced |
| Bellwether Advisors, LLC | 13,906 | $1.49M | 0.41% | +13,906 | New |
| Great Lakes Retirement, Inc. | 13,906 | $1.49M | 0.27% | −39−0.3% | Reduced |
| Zhang Financial LLC | 13,951 | $1.49M | 0.15% | +1,943+16.2% | Added |
| Investors Asset Management of Georgia Inc | 13,958 | $1.49M | 0.82% | −294−2.1% | Reduced |
| Conway Capital Management, Inc. | 14,088 | $1.51M | 1.10% | +32+0.2% | Added |
| Next Capital Management LLC | 14,104 | $1.51M | 0.68% | −2,357−14.3% | Reduced |
| Lodestone Wealth Management LLC | 14,119 | $1.51M | 1.07% | −63−0.4% | Reduced |
| Umb Bank N A | 14,147 | $1.52M | 0.02% | −1,904−11.9% | Reduced |
| Renaissance Investment Group LLC | 14,382 | $1.54M | 0.43% | −565−3.8% | Reduced |
| Pittenger & Anderson Inc | 14,660 | $1.57M | 0.08% | −175−1.2% | Reduced |
| Redmond Asset Management, LLC | 14,714 | $1.58M | 0.56% | −35−0.2% | Reduced |
| Panagora Asset Management Inc | 14,798 | $1.59M | 0.01% | −133,750−90.0% | Reduced |
| Siemens Fonds Invest GmbH | 14,805 | $1.59M | 0.16% | +6,098+70.0% | Added |
| Wintrust Investments LLC | 14,893 | $1.60M | 0.17% | −2,160−12.7% | Reduced |
| Vestcor Inc | 14,916 | $1.60M | 0.06% | −1,611−9.7% | Reduced |
| Western Wealth Management, LLC | 14,931 | $1.60M | 0.14% | +2,051+15.9% | Added |
| Stiles Financial Services Inc | 14,932 | $1.60M | 0.83% | +1,013+7.3% | Added |
| WealthPlan Investment Management, LLC | 14,945 | $1.60M | 0.28% | +7,535+101.7% | Added |
| EFG Asset Management (North America) Corp. | 14,953 | $1.60M | 0.38% | −575−3.7% | Reduced |
| Hills Bank & Trust Co | 14,981 | $1.61M | 0.19% | +517+3.6% | Added |
| Rossmore Private Capital | 15,026 | $1.61M | 0.24% | +200+1.3% | Added |
| Kovack Advisors, Inc. | 15,055 | $1.61M | 0.23% | −2,990−16.6% | Reduced |
| Assenagon Asset Management S.A. | 15,059 | $1.61M | 0.01% | +1,583+11.7% | Added |
| Sit Investment Associates Inc | 15,100 | $1.62M | 0.04% | 00.0% | Unchanged |
| MWA Asset Management | 15,128 | $1.62M | 1.56% | +15,128 | New |
| Terra Nova Asset Management LLC | 17,455 | $1.62M | 1.48% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 15,165 | $1.63M | 1.59% | +690+4.8% | Added |
| Summit Trail Advisors, LLC | 15,209 | $1.63M | 0.06% | +623+4.3% | Added |
| StrongBox Wealth, LLC | 15,241 | $1.63M | 1.04% | +307+2.1% | Added |
| Harvest Investment Advisors, LLC | 15,302 | $1.64M | 1.47% | −184−1.2% | Reduced |
| Glenview Trust Co | 15,346 | $1.64M | 0.05% | −488−3.1% | Reduced |
| Mutual Advisors, LLC | 15,352 | $1.64M | 0.06% | −1,477−8.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,426 | $1.65M | 0.98% | −415−2.6% | Reduced |
| Blue Fin Capital, Inc. | 15,497 | $1.66M | 0.48% | +1,506+10.8% | Added |
| Zevenbergen Capital Investments LLC | 15,530 | $1.66M | 0.04% | −250−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 15,578 | $1.67M | 0.08% | +49+0.3% | Added |
| X-Square Capital, LLC | 18,123 | $1.69M | 1.13% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 15,825 | $1.70M | 0.10% | +1,429+9.9% | Added |
| Ashton Thomas Private Wealth, LLC | 15,835 | $1.70M | 0.12% | +1,488+10.4% | Added |
| SeaCrest Wealth Management, LLC | 15,872 | $1.70M | 0.22% | −603−3.7% | Reduced |
| Daymark Wealth Partners, LLC | 15,882 | $1.70M | 0.12% | −264−1.6% | Reduced |
| Richard P Slaughter Associates Inc | 15,941 | $1.71M | 0.46% | −389−2.4% | Reduced |
| SageView Advisory Group, LLC | 15,948 | $1.71M | 0.10% | +46+0.3% | Added |
| Acorn Wealth Advisors, LLC | 15,984 | $1.71M | 1.14% | −328−2.0% | Reduced |
| Ameritas Advisory Services, LLC | 16,316 | $1.72M | 0.09% | +11,207+219.4% | Added |
| Citizens & Northern Corp | 16,100 | $1.72M | 0.69% | +84+0.5% | Added |
| Insight Advisors, LLC | 16,108 | $1.73M | 0.40% | −660−3.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,116 | $1.73M | 0.11% | +1,386+9.4% | Added |
| Marion Wealth Management | 16,176 | $1.73M | 0.61% | +84+0.5% | Added |
| Dynamic Advisor Solutions LLC | 16,227 | $1.74M | 0.08% | −651−3.9% | Reduced |
| Financial Advisory Service, Inc. | 16,240 | $1.74M | 0.19% | +663+4.3% | Added |
| Alberta Investment Management Corp | 16,300 | $1.75M | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 16,303 | $1.75M | 0.11% | +6,741+70.5% | Added |
| Level Four Advisory Services, LLC | 16,424 | $1.76M | 0.11% | −480−2.8% | Reduced |
| Joel Isaacson & Co., LLC | 16,429 | $1.76M | 0.12% | +121+0.7% | Added |
| Nations Financial Group Inc, | 16,571 | $1.78M | 0.18% | +6,151+59.0% | Added |
| First National Bank Sioux Falls | 16,693 | $1.79M | 1.07% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 16,725 | $1.79M | 0.21% | +16,725 | Added |
| Udine Wealth Management, Inc. | 16,755 | $1.80M | 1.74% | +246+1.5% | Added |
| Krilogy Financial LLC | 16,778 | $1.80M | 0.16% | −1,354−7.5% | Reduced |
| Hyman Charles D | 16,873 | $1.81M | 0.12% | −1,550−8.4% | Reduced |
| Capital Investment Advisors, LLC | 16,904 | $1.81M | 0.05% | +2,796+19.8% | Added |
| Strategic Investment Solutions, Inc. | 17,451 | $1.82M | 0.02% | +17,174+6,200.0% | Added |
| Avidian Wealth Solutions, LLC | 16,996 | $1.82M | 0.13% | −421−2.4% | Reduced |
| Institute for Wealth Management, LLC. | 17,244 | $1.85M | 0.34% | −162−0.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 17,261 | $1.85M | 2.44% | −855−4.7% | Reduced |
| Park Avenue Securities LLC | 17,327 | $1.86M | 0.03% | −2,707−13.5% | Reduced |
| Axq Capital, LP | 17,400 | $1.86M | 0.66% | +17,400 | New |
| Brandywine Oak Private Wealth LLC | 17,419 | $1.87M | 0.22% | −354−2.0% | Reduced |
| Connectus Wealth, LLC | 17,476 | $1.87M | 0.04% | −60.0% | Reduced |
| Worldquant Millennium Advisors LLC | 17,514 | $1.88M | 0.03% | +17,514 | New |
| Covenant Asset Management, LLC | 17,544 | $1.88M | 0.58% | +30+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 17,552 | $1.88M | 0.36% | +260+1.5% | Added |
| Litman Gregory Asset Management LLC | 17,625 | $1.89M | 0.19% | +17,625 | New |
| Regions Financial Corp | 17,736 | $1.90M | 0.02% | +1,493+9.2% | Added |
| Herbst Group, LLC | 17,750 | $1.90M | 1.36% | +800+4.7% | Added |
| TrinityPoint Wealth, LLC | 17,950 | $1.92M | 0.38% | −18−0.1% | Reduced |