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Blackstone Inc.

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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, 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
628 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.

Institutional holdersQ3 2023: 1,667 institutions
Q1 2021: 1,188 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,438 institutionsQ4 2021: 1,636 institutionsQ1 2022: 1,676 institutionsQ2 2022: 1,585 institutionsQ3 2022: 1,533 institutionsQ4 2022: 1,555 institutionsQ1 2023: 1,561 institutionsQ2 2023: 1,585 institutionsQ3 2023: 1,667 institutionsQ4 2023: 1,809 institutionsQ1 2024: 1,848 institutionsQ2 2024: 1,865 institutionsQ3 2024: 1,938 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,084 institutionsQ2 2025: 2,112 institutionsQ3 2025: 2,205 institutionsQ4 2025: 2,287 institutionsQ1 2026: 2,137 institutionsQ2 2026: 2,157 institutions
Value heldQ3 2023: $53.3B
Q1 2021: $30.8BQ2 2021: $41.9BQ3 2021: $49.6BQ4 2021: $56.3BQ1 2022: $55.9BQ2 2022: $39.9BQ3 2022: $37.2BQ4 2022: $33.9BQ1 2023: $40.3BQ2 2023: $42.4BQ3 2023: $53.3BQ4 2023: $65.6BQ1 2024: $64.9BQ2 2024: $61.6BQ3 2024: $77.8BQ4 2024: $88.4BQ1 2025: $71.5BQ2 2025: $76.6BQ3 2025: $87.1BQ4 2025: $79.0BQ1 2026: $60.3BQ2 2026: $63.4B
Institutions holding BX and their total value by quarter
QuarterHoldersValue
Q2 20262,157$63.4B
Q1 20262,137$60.3B
Q4 20252,287$79.0B
Q3 20252,205$87.1B
Q2 20252,112$76.6B
Q1 20252,084$71.5B
Q4 20242,135$88.4B
Q3 20241,938$77.8B
Q2 20241,865$61.6B
Q1 20241,848$64.9B
Q4 20231,809$65.6B
Q3 20231,667$53.3B
Q2 20231,585$42.4B
Q1 20231,561$40.3B
Q4 20221,555$33.9B
Q3 20221,533$37.2B
Q2 20221,585$39.9B
Q1 20221,676$55.9B
Q4 20211,636$56.3B
Q3 20211,438$49.6B
Q2 20211,323$41.9B
Q1 20211,188$30.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2023.

Institutions holding BX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Callan Family Office, LLC1,972$211.3K0.06%−240−10.8%Reduced
Objective Capital Management, LLC1,983$212.5K0.19%+1,983New
Mount Yale Investment Advisors, LLC1,989$213.1K0.02%+1,989New
Philadelphia Trust Co2,000$214.0K0.02%+2,000New
Weybosset Research & Management LLC1,999$214.0K0.09%+1,999New
LFA - Lugano Financial Advisors SA2,000$214.3K0.18%−2,000−50.0%Reduced
Searle & Co.2,000$214.3K0.07%00.0%Unchanged
Navellier & Associates Inc2,000$214.3K0.04%+2,000New
Madison Asset Management, LLC2,000$214.3K0.00%+2,000New
Nadler Financial Group, Inc.2,000$214.3K0.03%+2,000New
Sather Financial Group Inc2,000$214.3K0.02%+2,000New
Private Advisory Group LLC2,000$214.3K0.04%+2,000New
PACK Private Wealth, LLC2,000$214.3K0.16%+2,000New
All Terrain Financial Advisors, LLC2,013$215.7K0.11%+2,013New
Forefront Wealth Management Inc.2,013$215.7K0.30%+2,013New
Trust Co of Vermont2,025$217.0K0.01%+1,875+1,250.0%Added
L2 Asset Management, LLC441$217.2K0.10%+441New
Masso Torrence Wealth Management Inc.2,031$217.6K0.17%+2,031New
Mather Group, LLC.2,033$217.8K0.00%+2,033New
Benjamin Edwards Inc2,032$218.0K0.05%−14−0.7%Reduced
Wolff Financial Management LLC2,038$218.0K0.07%+2,038New
Koss-Olinger Consulting, LLC2,033$218.0K0.03%+2,033New
Vise Technologies, Inc.2,037$218.2K0.05%−1,032−33.6%Reduced
Ci Investments Inc.2,044$219.0K0.00%+87+4.4%Added
Portside Wealth Group, LLC2,045$219.0K0.04%+2,045New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,066$221.4K0.01%−55−2.6%Reduced
Bryn Mawr Trust Co2,066$221.4K0.01%−161−7.2%Reduced
Lee Financial Co2,078$222.7K0.04%+7+0.3%Added
Evoke Wealth, LLC2,090$223.9K0.01%+2,090New
Madden Securities Corp2,090$223.9K0.13%+2,090New
Dover Advisors, LLC2,090$223.9K0.23%+2,090New
Associated Banc-Corp2,095$224.5K0.01%+2,095New
Icon Wealth Partners, LLC2,098$224.8K0.03%+98+4.9%Added
Aire Advisors, LLC2,099$224.9K0.06%+2,099New
Greenland Capital Management LP2,100$225.0K0.03%−32,294−93.9%Reduced
Measured Wealth Private Client Group, LLC2,103$225.3K0.09%+2,103New
Outlook Wealth Advisors, LLC2,105$225.5K0.09%+2,105New
PFG Advisors2,105$225.6K0.02%+2,105New
Halbert Hargrove Global Advisors, LLC2,108$225.9K0.02%+2,108New
Black Diamond Financial, LLC2,115$226.6K0.07%+2,115New
Abbrea Capital, LLC2,115$227.0K0.04%+2,115New
OneAscent Financial Services LLC2,125$228.0K0.06%−64−2.9%Reduced
Peak Financial Management, Inc.2,129$228.1K0.08%+2,129New
Certified Advisory Corp13,923$228.7K0.04%+13,923New
Northern Oak Wealth Management Inc2,149$230.2K0.03%−510−19.2%Reduced
FinTrust Capital Advisors, LLC2,150$230.4K0.05%00.0%Unchanged
Main Street Financial Solutions, LLC2,159$231.3K0.03%−288−11.8%Reduced
Titleist Asset Management, LLC2,160$231.4K0.05%−43−2.0%Reduced
Rise Advisors, LLC2,160$231.4K0.18%+429+24.8%Added
Morningstar Investment Management LLC2,169$232.0K0.03%00.0%Unchanged
Smith Anglin Financial, LLC2,167$232.1K0.03%+15+0.7%Added
Aprio Wealth Management, LLC2,168$232.3K0.06%+2,168New
Glassman Wealth Services2,170$232.5K0.04%+824+61.2%Added
IFG Advisory, LLC2,176$233.2K0.02%+2,176New
Patten & Patten Inc2,184$234.0K0.02%+2,184New
Teza Capital Management LLC2,186$234.2K0.04%−32,049−93.6%Reduced
Options Solutions, LLC2,201$235.8K0.27%−1,068−32.7%Reduced
Gagnon Securities LLC2,203$236.0K0.06%−144−6.1%Reduced
Concentric Wealth Management, LLC2,215$237.3K0.08%00.0%Unchanged
Bouchey Financial Group Ltd2,224$238.3K0.03%+2,224New
Legacy Private Trust Co.2,230$238.9K0.02%00.0%Unchanged
Keystone Wealth Services, LLC2,231$239.0K0.09%00.0%Unchanged
GSB Wealth Management, LLC2,235$239.5K0.08%+15+0.7%Added
Carl P. Sherr & Co., LLC2,250$241.1K0.16%00.0%Unchanged
Landmark Financial Advisors, LLC2,254$241.5K0.10%+2,254New
Vestmark Advisory Solutions, Inc.2,257$241.8K0.02%−2,687−54.3%Reduced
Vista Capital Partners, Inc.2,278$244.1K0.04%00.0%Unchanged
Laurion Capital Management LP2,300$246.4K0.01%+2,300New
Truadvice, LLC2,500$246.6K0.10%00.0%Unchanged
Baystate Wealth Management LLC2,308$247.4K0.02%−1,165−33.5%Reduced
Bristlecone Advisors, LLC2,310$247.5K0.03%00.0%Unchanged
Deseret Mutual Benefit Administrators2,316$248.1K0.12%−207−8.2%Reduced
Monograph Wealth Advisors, LLC2,335$250.1K0.05%00.0%Unchanged
Maltin Wealth Management, Inc.2,345$251.3K0.18%+5+0.2%Added
Greenleaf Trust2,346$251.3K0.00%+2,346New
Dorsey & Whitney Trust CO LLC2,351$251.9K0.02%+2,351New
JNBA Financial Advisors2,369$253.8K0.03%−17−0.7%Reduced
Capital Advisors, Ltd. LLC2,367$254.0K0.04%+120+5.3%Added
Mitchell McLeod Pugh & Williams Inc2,381$255.1K0.08%+2,381New
Clear Street Markets LLC2,402$257.0K0.18%+2+0.1%Added
Pictet & Cie (Europe) SA2,400$257.1K0.01%00.0%Unchanged
Schwab Charitable Fund2,400$257.1K0.02%00.0%Unchanged
Versant Capital Management, Inc2,404$257.6K0.08%00.0%Unchanged
QCM Cayman, Ltd.2,405$257.7K1.68%+2,405New
Lloyd Advisory Services, LLC.2,406$257.8K0.09%+2,406New
Norden Group LLC2,406$257.8K0.09%+2,406New
LWM Advisory Services, LLC2,421$259.4K0.28%00.0%Unchanged
Reik & Co., LLC2,425$259.8K0.08%00.0%Unchanged
Mraz, Amerine & Associates, Inc.2,433$260.7K0.06%−1,300−34.8%Reduced
YHB Investment Advisors, Inc.2,440$261.4K0.02%−15−0.6%Reduced
CFM Wealth Partners LLC2,445$262.0K0.07%00.0%Unchanged
Braun-Bostich & Associates Inc.2,445$262.0K0.49%+2,445New
Confluence Wealth Services, Inc.2,449$262.4K0.05%+18+0.7%Added
Teamwork Financial Advisors, LLC2,453$262.9K0.04%+155+6.7%Added
One Capital Management, LLC2,462$263.8K0.01%−368−13.0%Reduced
Relyea Zuckerberg Hanson LLC2,463$263.9K0.06%+165+7.2%Added
Lantz Financial LLC2,476$265.3K0.11%+55+2.3%Added
Renasant Bank2,481$265.8K0.22%+67+2.8%Added
Marino, Stram & Associates LLC2,496$267.4K0.08%+2+0.1%Added
Tandem Wealth Advisors LLC2,500$267.9K0.16%−61−2.4%Reduced