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
- 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 | 2,157 | $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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 3,187 | $341.5K | 0.08% | −172−5.1% | Reduced |
| Hollencrest Capital Management | 3,188 | $341.5K | 0.04% | +12+0.4% | Added |
| Anchor Investment Management, LLC | 3,195 | $342.3K | 0.04% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,200 | $342.8K | 0.04% | −100−3.0% | Reduced |
| Courier Capital LLC | 3,200 | $342.8K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,200 | $342.8K | 0.18% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,200 | $342.8K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,203 | $343.2K | 0.24% | +58+1.8% | Added |
| Perennial Investment Advisors, LLC | 3,206 | $343.5K | 0.06% | +2+0.1% | Added |
| Univest Financial Corp | 3,225 | $345.5K | 0.12% | −1,319−29.0% | Reduced |
| Opal Wealth Advisors, LLC | 3,225 | $345.6K | 0.20% | +72+2.3% | Added |
| Northside Capital Management, LLC | 3,226 | $345.7K | 0.08% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,242 | $347.3K | 0.06% | −31,104−90.6% | Reduced |
| Meridian Wealth Management, LLC | 3,264 | $349.7K | 0.02% | +3+0.1% | Added |
| Keel Point, LLC | 3,264 | $349.8K | 0.05% | +377+13.1% | Added |
| Ramirez Asset Management, Inc. | 3,266 | $349.9K | 0.08% | +3,266 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,273 | $350.7K | 0.05% | +1,093+50.1% | Added |
| Enterprise Financial Services Corp | 3,280 | $351.4K | 0.24% | +73+2.3% | Added |
| South State Corp. | 3,280 | $351.4K | 0.03% | +850+35.0% | Added |
| Wealthsource Partners, LLC | 3,299 | $353.4K | 0.02% | −1,683−33.8% | Reduced |
| Advus Financial Partners, LLC | 3,300 | $353.6K | 0.19% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,427 | $353.7K | 0.10% | −27−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 3,317 | $355.4K | 0.02% | −3−0.1% | Reduced |
| Garden State Investment Advisory Services LLC | 3,318 | $355.5K | 0.17% | +17+0.5% | Added |
| Park National Corp | 3,335 | $357.3K | 0.02% | +3,335 | New |
| Wesbanco Bank Inc | 3,337 | $357.5K | 0.02% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,341 | $358.0K | 0.05% | +656+24.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,649 | $358.3K | 0.00% | +2,003+121.7% | Added |
| Act Wealth Management, LLC | 3,345 | $358.4K | 0.24% | +83+2.5% | Added |
| Marshall Financial Group LLC | 3,355 | $359.5K | 0.13% | −7−0.2% | Reduced |
| Keystone Financial Group | 3,372 | $361.2K | 0.06% | −49−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 3,403 | $364.6K | 0.05% | +96+2.9% | Added |
| SC&H Financial Advisors, Inc. | 3,404 | $364.7K | 0.12% | +8+0.2% | Added |
| Family Management Corp | 3,420 | $366.4K | 0.08% | +698+25.6% | Added |
| Mattern Wealth Management LLC | 3,425 | $367.0K | 0.11% | +368+12.0% | Added |
| Sigma Investment Counselors Inc | 3,428 | $367.3K | 0.03% | +218+6.8% | Added |
| Charter Trust Co | 3,430 | $367.5K | 0.03% | −1,472−30.0% | Reduced |
| Cullen Capital Management LLC | 3,436 | $368.1K | 0.00% | +3,436 | New |
| Iron Financial, LLC | 3,442 | $368.8K | 0.21% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,486 | $373.5K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,487 | $373.6K | 0.10% | +10.0% | Added |
| Gryphon Financial Partners LLC | 3,495 | $374.4K | 0.09% | −289−7.6% | Reduced |
| Merrion Investment Management Co, LLC | 3,500 | $375.0K | 0.32% | 00.0% | Unchanged |
| Samjo Capital LLC | 3,500 | $375.0K | 0.15% | +3,500 | New |
| Fundamentun, LLC | 3,517 | $376.8K | 0.06% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,522 | $377.0K | 0.03% | −1,000−22.1% | Reduced |
| StrategIQ Financial Group, LLC | 3,526 | $377.8K | 0.04% | +2+0.1% | Added |
| Avantax Planning Partners, Inc. | 3,526 | $377.8K | 0.02% | −496−12.3% | Reduced |
| Schnieders Capital Management LLC | 3,538 | $379.1K | 0.08% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,539 | $379.1K | 0.21% | −26−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 3,545 | $379.8K | 0.04% | −277−7.2% | Reduced |
| Select Asset Management & Trust | 3,550 | $380.0K | 0.22% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,549 | $380.3K | 0.01% | −2,285−39.2% | Reduced |
| Parkside Financial Bank & Trust | 3,550 | $380.3K | 0.09% | +155+4.6% | Added |
| Essex LLC | 3,559 | $381.3K | 0.11% | +3,559 | New |
| C2C Wealth Management, LLC | 3,594 | $383.5K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 3,593 | $384.9K | 0.06% | −595−14.2% | Reduced |
| Fairhaven Wealth Management, LLC | 3,597 | $385.4K | 0.15% | +4+0.1% | Added |
| DB Wealth Management Group, LLC | 3,607 | $386.5K | 0.24% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,607 | $386.5K | 0.12% | +3,607 | New |
| Summit Financial Wealth Advisors, LLC | 3,912 | $387.0K | 0.10% | +3,912 | New |
| Mayfair Advisory Group, LLC | 3,676 | $387.0K | 0.37% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 3,657 | $387.5K | 0.07% | +3,657 | New |
| Knightsbridge Asset Management, LLC | 3,607 | $388.0K | 0.12% | +3,607 | New |
| Atlas Capital Advisors LLC | 3,669 | $393.1K | 0.06% | +69+1.9% | Added |
| Goodwin Daniel L | 3,700 | $396.4K | 0.19% | −6,400−63.4% | Reduced |
| Bernardo Wealth Planning LLC | 3,714 | $397.9K | 0.16% | +224+6.4% | Added |
| SlateStone Wealth, LLC | 3,711 | $398.0K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,717 | $398.3K | 0.05% | +45+1.2% | Added |
| MJP Associates Inc | 3,719 | $398.4K | 0.12% | +638+20.7% | Added |
| TFB Advisors LLC | 3,720 | $398.6K | 0.48% | +238+6.8% | Added |
| Lindbrook Capital, LLC | 3,722 | $398.8K | 0.04% | −1,958−34.5% | Reduced |
| MSH Capital Advisors LLC | 3,740 | $400.7K | 0.16% | −670−15.2% | Reduced |
| Manchester Capital Management LLC | 3,745 | $401.2K | 0.06% | +2,000+114.6% | Added |
| Natixis | 3,750 | $401.8K | 0.00% | +3,750 | New |
| Fort Point Capital Partners LLC | 3,770 | $403.9K | 0.07% | −595−13.6% | Reduced |
| IVC Wealth Advisors LLC | 3,771 | $404.0K | 0.27% | +10.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,774 | $404.3K | 0.08% | −246−6.1% | Reduced |
| Redwood Financial Network Corp | 3,777 | $404.6K | 0.43% | −94−2.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,777 | $404.7K | 0.16% | −142−3.6% | Reduced |
| Wagner Wealth Management, LLC | 3,788 | $405.8K | 0.15% | +212+5.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $407.1K | 0.07% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,805 | $407.6K | 0.21% | +4+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 3,806 | $407.8K | 0.19% | −186−4.7% | Reduced |
| Federated Hermes, Inc. | 3,828 | $410.1K | 0.00% | +3,770+6,500.0% | Added |
| Westpac Banking Corp | 3,849 | $412.4K | 0.03% | +1,662+76.0% | Added |
| Private Ocean, LLC | 3,875 | $415.2K | 0.05% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 3,972 | $415.2K | 0.45% | −433−9.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 3,853 | $417.0K | 0.04% | −315−7.6% | Reduced |
| Lincoln Capital Corp | 3,903 | $418.2K | 0.23% | −410−9.5% | Reduced |
| Warren Averett Asset Management, LLC | 3,917 | $419.7K | 0.02% | +1,150+41.6% | Added |
| Covey Capital Advisors, LLC | 3,920 | $420.0K | 0.60% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,933 | $421.3K | 0.07% | +37+0.9% | Added |
| Burney Co | 3,946 | $422.8K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,954 | $423.6K | 0.04% | +3,954 | New |
| Checchi Capital Advisers, LLC | 3,955 | $423.7K | 0.04% | +652+19.7% | Added |
| Fairfield, Bush & Co. | 3,959 | $424.2K | 0.28% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,979 | $425.0K | 0.01% | +3,939+9,847.5% | Added |
| Valmark Advisers, Inc. | 3,975 | $425.9K | 0.01% | +113+2.9% | Added |
| Tandem Investment Advisors, Inc. | 3,976 | $426.0K | 0.02% | +3,976 | New |