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, 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.
| 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, 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 |
|---|---|---|---|---|---|
| Obsidian Personal Planning Solutions LLC | 2,500 | $267.9K | 0.23% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,502 | $268.0K | 0.18% | −223−8.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,505 | $268.4K | 0.05% | −134−5.1% | Reduced |
| Port Capital LLC | 2,535 | $272.0K | 0.02% | +2,535 | New |
| CRA Financial Services, LLC | 2,543 | $272.5K | 0.07% | +257+11.2% | Added |
| Selective Wealth Management, Inc. | 2,614 | $272.5K | 0.15% | −500−16.1% | Reduced |
| McMahon Financial Advisors, LLC | 2,555 | $273.7K | 0.09% | −180−6.6% | Reduced |
| Stokes Family Office, LLC | 2,568 | $275.1K | 0.03% | +241+10.4% | Added |
| Legacy Bridge, LLC | 2,575 | $275.9K | 0.20% | −200−7.2% | Reduced |
| Putnam Investments LLC | 2,587 | $277.2K | 0.00% | −198−7.1% | Reduced |
| IPG Investment Advisors LLC | 2,589 | $277.4K | 0.06% | −76−2.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,600 | $278.6K | 0.12% | 00.0% | Unchanged |
| Granger Management LLC | 2,600 | $278.6K | 0.12% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,600 | $278.6K | 0.14% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,601 | $278.7K | 0.01% | +2,601 | New |
| Edgestream Partners, L.P. | 2,615 | $280.2K | 0.02% | +2,615 | New |
| BKD Wealth Advisors, LLC | 2,620 | $280.7K | 0.01% | −1,138−30.3% | Reduced |
| Rosenbaum Jay D. | 2,620 | $280.7K | 0.47% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,621 | $280.8K | 0.14% | +401+18.1% | Added |
| Delta Financial Group, Inc. | 2,633 | $282.0K | 0.10% | −184−6.5% | Reduced |
| Evermay Wealth Management LLC | 2,635 | $282.3K | 0.06% | +50+1.9% | Added |
| Signet Financial Management, LLC | 2,639 | $282.7K | 0.05% | +6+0.2% | Added |
| Clearwater Capital Advisors, LLC | 2,639 | $282.7K | 0.03% | −432−14.1% | Reduced |
| Capital Asset Advisory Services LLC | 2,641 | $283.3K | 0.02% | +198+8.1% | Added |
| Johnson Financial Group, Inc. | 2,668 | $285.9K | 0.02% | +386+16.9% | Added |
| First County Bank | 2,675 | $286.6K | 0.15% | +25+0.9% | Added |
| Carnegie Capital Asset Management, LLC | 2,690 | $288.2K | 0.01% | −330−10.9% | Reduced |
| Tradewinds, LLC. | 2,707 | $290.0K | 0.17% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,708 | $290.1K | 0.01% | +2,708 | New |
| Venturi Wealth Management, LLC | 2,717 | $291.2K | 0.02% | +20+0.7% | Added |
| RB Capital Management, LLC | 2,730 | $292.5K | 0.09% | +48+1.8% | Added |
| Boston Family Office LLC | 2,732 | $293.0K | 0.02% | +350+14.7% | Added |
| SOA Wealth Advisors, LLC. | 2,735 | $293.1K | 0.07% | −528−16.2% | Reduced |
| Executive Wealth Management, LLC | 2,738 | $293.4K | 0.03% | +16+0.6% | Added |
| D. E. Shaw & Co., Inc. | 2,742 | $293.8K | 0.00% | +2,742 | New |
| Ostrum Asset Management | 2,747 | $294.3K | 0.03% | −19−0.7% | Reduced |
| Brogan Financial, Inc. | 2,748 | $294.4K | 0.26% | 00.0% | Unchanged |
| Equitable Trust Co | 2,760 | $295.7K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,761 | $296.0K | 0.05% | −223−7.5% | Reduced |
| Alpha Financial Partners, LLC | 2,765 | $296.3K | 0.34% | −64−2.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,769 | $296.7K | 0.05% | −8,177−74.7% | Reduced |
| Emfo, LLC | 2,781 | $298.0K | 0.28% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,785 | $298.4K | 0.03% | +224+8.7% | Added |
| Ridgecrest Wealth Partners, LLC | 2,790 | $298.9K | 0.21% | −10−0.4% | Reduced |
| Avondale Wealth Management | 2,800 | $300.0K | 0.26% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,804 | $300.5K | 0.18% | +21+0.8% | Added |
| Nicholas Hoffman & Company, LLC. | 2,811 | $301.2K | 0.02% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,823 | $302.0K | 0.10% | +2+0.1% | Added |
| Pallas Capital Advisors LLC | 3,273 | $302.3K | 0.02% | −617−15.9% | Reduced |
| Allstate Corp | 2,823 | $302.5K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,828 | $303.0K | 0.10% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,830 | $303.2K | 0.04% | +375+15.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 2,841 | $304.4K | 0.26% | +2,841 | New |
| Chemistry Wealth Management LLC | 2,845 | $304.8K | 0.10% | +2,845 | New |
| Family Asset Management, LLC | 2,851 | $305.5K | 0.23% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,857 | $306.1K | 0.14% | +593+26.2% | Added |
| Foster Victor Wealth Advisors, LLC | 2,912 | $306.2K | 0.04% | +10.0% | Added |
| Redwood Investment Management, LLC | 2,872 | $308.0K | 0.03% | +2,872 | New |
| Farmers & Merchants Investments Inc | 2,879 | $308.5K | 0.01% | +952+49.4% | Added |
| Pegasus Partners Ltd. | 2,883 | $308.9K | 0.04% | +2,883 | New |
| Verum Partners LLC | 2,887 | $309.3K | 0.14% | +622+27.5% | Added |
| Corrado Advisors, LLC | 2,889 | $309.5K | 0.21% | +2,889 | New |
| Eagle Global Advisors LLC | 2,900 | $310.7K | 0.02% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 2,900 | $310.7K | 0.21% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,900 | $310.7K | 0.09% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,900 | $311.0K | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,884 | $312.0K | 0.00% | +2,884 | New |
| Schrum Private Wealth Management LLC | 2,916 | $312.4K | 0.36% | −283−8.8% | Reduced |
| Redwood Wealth Management Group, LLC | 2,935 | $314.5K | 0.37% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 2,990 | $320.3K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,998 | $321.2K | 0.09% | −1,440−32.4% | Reduced |
| Round Rock Advisors, LLC | 3,000 | $321.4K | 0.12% | −1,400−31.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,000 | $321.4K | 0.31% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,000 | $321.4K | 0.02% | +3,000 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $321.5K | 0.26% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,009 | $322.4K | 0.32% | −115−3.7% | Reduced |
| Bigelow Investment Advisors, LLC | 3,009 | $322.4K | 0.19% | +79+2.7% | Added |
| Ingalls & Snyder LLC | 3,018 | $323.0K | 0.02% | −927−23.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,016 | $323.1K | 0.01% | +27+0.9% | Added |
| Harbour Capital Advisors, LLC | 3,025 | $324.1K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,045 | $326.2K | 0.10% | −548−15.3% | Reduced |
| Clear Creek Financial Management, LLC | 3,056 | $327.4K | 0.06% | −48−1.5% | Reduced |
| Sepio Capital, LP | 3,057 | $327.5K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,071 | $329.0K | 0.02% | −22−0.7% | Reduced |
| Global Assets Advisory, LLC | 3,082 | $330.2K | 0.29% | +3,082 | New |
| Fragasso Group Inc. | 3,087 | $330.8K | 0.03% | +20+0.7% | Added |
| SYSTM Wealth Solutions LLC | 3,091 | $331.2K | 0.05% | −173−5.3% | Reduced |
| Great Lakes Advisors, LLC | 3,096 | $331.7K | 0.00% | +67+2.2% | Added |
| Rappaport Reiches Capital Management, LLC | 3,111 | $333.3K | 0.14% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,117 | $334.0K | 0.19% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,124 | $334.8K | 0.02% | +18+0.6% | Added |
| Vaughan David Investments LLC | 3,125 | $335.0K | 0.01% | −200−6.0% | Reduced |
| Howard Financial Services, Ltd. | 3,127 | $335.0K | 0.08% | +41+1.3% | Added |
| Autumn Glory Partners, LLC | 3,145 | $337.0K | 0.21% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,145 | $337.0K | 0.26% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,161 | $338.7K | 0.35% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 3,164 | $339.0K | 0.09% | +3,164 | New |
| Bogart Wealth, LLC | 3,173 | $340.0K | 0.02% | +105+3.4% | Added |
| Westshore Wealth, LLC | 3,176 | $340.3K | 0.19% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3,180 | $340.7K | 0.04% | 00.0% | Unchanged |