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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 3,985 | $427.0K | 0.03% | +521+15.0% | Added |
| Diversified Portfolios, Inc. | 4,002 | $428.8K | 0.08% | +2+0.1% | Added |
| Slow Capital, Inc. | 4,009 | $429.5K | 0.08% | −687−14.6% | Reduced |
| Symmetry Partners, LLC | 4,011 | $430.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 4,023 | $431.0K | 0.03% | +250+6.6% | Added |
| Truvestments Capital LLC | 4,077 | $436.9K | 0.23% | +3,541+660.6% | Added |
| Sentry Investment Management LLC | 4,119 | $441.0K | 0.21% | +4,119 | New |
| Desjardins Global Asset Management Inc. | 4,118 | $441.1K | 0.05% | +4,118 | New |
| Larson Financial Group LLC | 4,119 | $441.3K | 0.04% | +1,540+59.7% | Added |
| First Heartland Consultants, Inc. | 4,126 | $442.0K | 0.06% | −214−4.9% | Reduced |
| Ascent Group, LLC | 4,572 | $442.8K | 0.05% | +125+2.8% | Added |
| Grey Street Capital, LLC | 4,144 | $444.0K | 0.25% | −124−2.9% | Reduced |
| Operose Advisors LLC | 4,145 | $444.1K | 0.18% | +49+1.2% | Added |
| Sweet Financial Partners, LLC | 4,152 | $444.8K | 0.12% | +20.0% | Added |
| Guinness Asset Management LTD | 4,155 | $445.2K | 0.01% | −468−10.1% | Reduced |
| West Bancorporation Inc | 4,173 | $447.1K | 0.32% | −174−4.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,175 | $447.3K | 0.16% | −1,736−29.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,180 | $447.8K | 0.04% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,198 | $450.0K | 0.03% | +259+6.6% | Added |
| Bienville Capital Management, LLC | 4,202 | $450.2K | 0.14% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 4,203 | $450.5K | 1.22% | +4,203 | New |
| Members Advisory Group LLC | 4,228 | $453.0K | 0.29% | +379+9.8% | Added |
| Fisher Asset Management, LLC | 4,229 | $453.1K | 0.00% | −306−6.7% | Reduced |
| Cora Capital Advisors LLC | 4,264 | $456.8K | 0.31% | −26−0.6% | Reduced |
| Westmount Partners, LLC | 4,286 | $459.2K | 0.20% | −23−0.5% | Reduced |
| Banque Pictet & Cie SA | 4,320 | $462.8K | 0.01% | −7,154−62.3% | Reduced |
| Everence Capital Management Inc | 4,320 | $463.0K | 0.04% | +4,320 | New |
| Asahi Life Asset Management Co., Ltd. | 4,335 | $464.5K | 0.16% | +4,335 | New |
| Wimmer Associates 1, LLC | 4,343 | $465.3K | 0.29% | −50−1.1% | Reduced |
| Romano Brothers and Company | 4,369 | $468.1K | 0.07% | +4+0.1% | Added |
| Regatta Capital Group, LLC | 4,416 | $473.1K | 0.15% | −280−6.0% | Reduced |
| Accurate Wealth Management, LLC | 4,497 | $473.7K | 0.15% | +179+4.1% | Added |
| Capula Management Ltd | 4,440 | $475.7K | 0.03% | +4,440 | New |
| RMB Capital Management, LLC | 4,445 | $476.2K | 0.02% | −11−0.2% | Reduced |
| Nilsine Partners, LLC | 4,459 | $477.7K | 0.07% | −479−9.7% | Reduced |
| Montecito Bank & Trust | 4,469 | $478.8K | 0.11% | +1,135+34.0% | Added |
| Mission Wealth Management, LP | 4,471 | $479.0K | 0.02% | −148−3.2% | Reduced |
| Perennial Advisors, LLC | 4,471 | $479.0K | 0.13% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,472 | $479.1K | 0.11% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,485 | $480.5K | 0.02% | −50−1.1% | Reduced |
| Gradient Capital Advisors, LLC | 4,487 | $480.7K | 0.20% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 4,493 | $481.4K | 0.11% | +754+20.2% | Added |
| Financial Partners Group, Inc | 4,971 | $481.5K | 0.10% | −1,766−26.2% | Reduced |
| Camden Capital, LLC | 4,502 | $482.3K | 0.06% | +70+1.6% | Added |
| Wealthstar Advisors, LLC | 4,537 | $486.1K | 0.21% | +4,537 | New |
| Summit Financial, LLC | 4,581 | $490.8K | 0.04% | +42+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,600 | $492.8K | 0.32% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 4,650 | $498.2K | 0.45% | +367+8.6% | Added |
| Moloney Securities Asset Management, LLC | 4,652 | $498.4K | 0.09% | +15+0.3% | Added |
| RSM US Wealth Management LLC | 4,652 | $498.4K | 0.02% | +16+0.3% | Added |
| Curi Capital | 4,663 | $499.6K | 0.08% | −182−3.8% | Reduced |
| Coastal Investment Advisors, Inc. | 5,384 | $500.5K | 0.11% | −1,070−16.6% | Reduced |
| Alerus Financial NA | 4,673 | $500.7K | 0.04% | −139−2.9% | Reduced |
| Angeles Investment Advisors, LLC | 4,681 | $501.5K | 0.04% | +4,681 | New |
| BBR Partners, LLC | 4,693 | $502.8K | 0.06% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 4,715 | $505.1K | 0.35% | +11+0.2% | Added |
| Paragon Private Wealth Management, LLC | 4,717 | $505.4K | 0.42% | −1,487−24.0% | Reduced |
| Brookstone Capital Management | 5,392 | $508.0K | 0.01% | +800+17.4% | Added |
| Arcus Capital Partners, LLC | 4,750 | $508.9K | 0.16% | 00.0% | Unchanged |
| O'Dell Group, LLC | 4,754 | $509.3K | 0.16% | +1,061+28.7% | Added |
| Bartlett & Co. LLC | 4,774 | $511.0K | 0.01% | +8+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 4,774 | $511.5K | 0.01% | +8+0.2% | Added |
| Heritage Investors Management Corp | 4,789 | $513.0K | 0.02% | −463−8.8% | Reduced |
| Birinyi Associates Inc | 4,790 | $513.0K | 0.20% | +5+0.1% | Added |
| BOS Asset Management, LLC | 4,797 | $514.0K | 0.38% | −66−1.4% | Reduced |
| Godsey & Gibb Associates | 4,837 | $518.2K | 0.06% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,852 | $519.9K | 0.12% | +66+1.4% | Added |
| Plotkin Financial Advisors, LLC | 4,859 | $520.6K | 0.46% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,859 | $520.6K | 0.03% | −100−2.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,869 | $521.7K | 0.18% | −670−12.1% | Reduced |
| Wealth Management Solutions, LLC | 4,871 | $521.9K | 0.36% | +17+0.4% | Added |
| Morton Capital Management LLC | 4,896 | $524.6K | 0.19% | −359−6.8% | Reduced |
| Perkins Coie Trust Co | 4,906 | $525.6K | 0.15% | −14−0.3% | Reduced |
| Wedmont Private Capital | 5,020 | $526.1K | 0.05% | +806+19.1% | Added |
| Total Clarity Wealth Management, Inc. | 4,929 | $528.1K | 0.25% | −300−5.7% | Reduced |
| CAPROCK Group, Inc. | 4,929 | $528.1K | 0.04% | +868+21.4% | Added |
| Salem Investment Counselors Inc | 4,965 | $532.0K | 0.02% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 4,995 | $535.2K | 0.07% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 5,000 | $535.7K | 0.26% | 00.0% | Unchanged |
| Davis R M Inc | 5,011 | $537.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,029 | $538.8K | 0.04% | +148+3.0% | Added |
| NorthRock Partners, LLC | 5,030 | $538.9K | 0.06% | +369+7.9% | Added |
| San Luis Wealth Advisors LLC | 5,029 | $539.0K | 0.26% | +471+10.3% | Added |
| Acadian Asset Management LLC | 5,071 | $541.0K | 0.00% | +2,668+111.0% | Added |
| 1620 Investment Advisors, Inc. | 5,050 | $541.1K | 0.63% | −3−0.1% | Reduced |
| David R. Rahn & Associates Inc. | 5,050 | $541.1K | 0.28% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,053 | $541.4K | 0.06% | −2,804−35.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,061 | $542.0K | 0.00% | +153+3.1% | Added |
| Kozak & Associates, Inc. | 5,166 | $543.1K | 0.20% | +38+0.7% | Added |
| Israel Discount Bank of New York | 5,093 | $545.7K | 0.45% | −121−2.3% | Reduced |
| First American Trust, FSB | 5,097 | $546.2K | 0.08% | −1,298−20.3% | Reduced |
| UniSuper Management Pty Ltd | 5,100 | $546.4K | 0.01% | +100+2.0% | Added |
| Old Port Advisors | 5,101 | $546.5K | 0.20% | +5,101 | New |
| Pacific Global Investment Management CO | 5,106 | $547.0K | 0.12% | +20.0% | Added |
| Zacks Investment Management | 5,140 | $550.8K | 0.01% | +1,931+60.2% | Added |
| Smithfield Trust Co | 5,165 | $551.0K | 0.03% | +798+18.3% | Added |
| Enterprise Bank & Trust Co | 5,190 | $556.1K | 0.23% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,235 | $560.9K | 0.14% | −20−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 5,239 | $561.3K | 0.06% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 5,273 | $565.0K | 0.15% | +5,273 | New |