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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 6,980 | $747.8K | 0.52% | −150−2.1% | Reduced |
| WealthTrust Axiom LLC | 7,016 | $751.7K | 0.27% | +20+0.3% | Added |
| Vident Advisory, LLC | 7,020 | $752.1K | 0.02% | +7,020 | New |
| Cladis Investment Advisory, LLC | 7,055 | $755.9K | 0.66% | +55+0.8% | Added |
| Empire Financial Management Company, LLC | 7,072 | $757.8K | 0.33% | 00.0% | Unchanged |
| Excalibur Management Corp | 7,082 | $758.8K | 0.39% | +50+0.7% | Added |
| Walker Asset Management, LLC | 7,087 | $759.4K | 0.68% | +54+0.8% | Added |
| LMG Wealth Partners, LLC | 7,095 | $760.2K | 0.23% | +1,204+20.4% | Added |
| Focus Financial Network, Inc. | 7,105 | $761.2K | 0.04% | +34+0.5% | Added |
| Westwood Wealth Management | 7,150 | $766.1K | 0.60% | 00.0% | Unchanged |
| IAM Advisory, LLC | 7,163 | $767.5K | 0.27% | +556+8.4% | Added |
| Evergreen Capital Management LLC | 7,201 | $771.6K | 0.03% | +441+6.5% | Added |
| Galvin, Gaustad & Stein, LLC | 7,218 | $773.3K | 0.08% | +12+0.2% | Added |
| Bokf, NA | 8,380 | $773.9K | 0.02% | −778−8.5% | Reduced |
| LCNB Corp | 7,234 | $775.1K | 0.34% | −157−2.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,237 | $775.4K | 0.36% | +56+0.8% | Added |
| Tower Bridge Advisors | 7,267 | $778.6K | 0.07% | −200−2.7% | Reduced |
| Van Eck Associates Corp | 7,289 | $781.0K | 0.00% | −543−6.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,309 | $783.1K | 0.08% | −687−8.6% | Reduced |
| Alterity Financial Group, LLC | 7,313 | $783.5K | 1.24% | +347+5.0% | Added |
| Azimuth Capital Investment Management LLC | 7,340 | $786.4K | 0.04% | −110−1.5% | Reduced |
| Oxford Financial Group Ltd | 7,352 | $787.7K | 0.07% | +117+1.6% | Added |
| Element Pointe Advisors, LLC | 7,358 | $788.3K | 0.25% | −143−1.9% | Reduced |
| Linscomb & Williams, Inc. | 7,359 | $788.5K | 0.05% | +21+0.3% | Added |
| Monetary Management Group Inc | 7,375 | $790.2K | 0.26% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,397 | $792.6K | 0.06% | +437+6.3% | Added |
| Sippican Capital Advisors | 7,414 | $794.3K | 0.73% | −40−0.5% | Reduced |
| Southland Equity Partners LLC | 7,414 | $794.3K | 0.27% | +18+0.2% | Added |
| Per Stirling Capital Management, LLC. | 7,425 | $795.6K | 0.17% | −233−3.0% | Reduced |
| KPP Advisory Services LLC | 7,460 | $799.3K | 0.26% | +7,460 | New |
| Gladstone Institutional Advisory LLC | 7,469 | $800.2K | 0.05% | −18,374−71.1% | Reduced |
| Missouri Trust & Investment Co | 7,478 | $801.2K | 0.36% | −45−0.6% | Reduced |
| AXS Investments LLC | 7,500 | $803.5K | 0.21% | +7,185+2,281.0% | Added |
| Jeppson Wealth Management, LLC | 7,531 | $806.9K | 0.37% | −85−1.1% | Reduced |
| Highland Capital Management, LLC | 7,548 | $808.7K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,614 | $816.0K | 0.19% | −66−0.9% | Reduced |
| Community Financial Services Group, LLC | 7,633 | $817.8K | 0.21% | +7,633 | New |
| Brown Miller Wealth Management, LLC | 7,685 | $823.5K | 0.46% | +116+1.5% | Added |
| HBK Sorce Advisory LLC | 7,689 | $823.8K | 0.04% | −677−8.1% | Reduced |
| Herold Advisors, Inc. | 7,698 | $824.8K | 0.25% | −144−1.8% | Reduced |
| Harbor Advisors LLC | 7,700 | $825.0K | 0.18% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 7,712 | $826.2K | 0.38% | −329−4.1% | Reduced |
| Vaughan & Co Securities, Inc. | 7,740 | $829.3K | 0.62% | −73−0.9% | Reduced |
| Voya Financial Advisors, Inc. | 7,684 | $831.6K | 0.10% | −97−1.2% | Reduced |
| EPG Wealth Management LLC | 7,773 | $832.7K | 0.25% | +333+4.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,790 | $834.6K | 0.03% | +1,028+15.2% | Added |
| Kathmere Capital Management, LLC | 7,815 | $837.2K | 0.12% | +297+4.0% | Added |
| Bailard, Inc. | 7,816 | $837.4K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,862 | $842.3K | 0.04% | +1,749+28.6% | Added |
| Chicago Trust Co NA | 7,892 | $845.5K | 0.21% | −20−0.3% | Reduced |
| Lokken Investment Group LLC | 7,896 | $845.9K | 0.55% | −1,243−13.6% | Reduced |
| Seelaus Asset Management LLC | 7,902 | $846.6K | 0.96% | 00.0% | Unchanged |
| Heirloom Wealth Management | 7,934 | $850.1K | 0.38% | +12+0.2% | Added |
| Tectonic Advisors LLC | 7,951 | $851.9K | 0.08% | +60+0.8% | Added |
| Retirement Group, LLC | 8,065 | $864.1K | 0.36% | −80−1.0% | Reduced |
| Hexagon Capital Partners LLC | 8,130 | $871.0K | 0.23% | −988−10.8% | Reduced |
| Profund Advisors LLC | 8,147 | $872.9K | 0.05% | +8,147 | New |
| First National Trust Co | 8,156 | $873.8K | 0.04% | −400−4.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,182 | $876.6K | 0.02% | +193+2.4% | Added |
| Jefferies Financial Group Inc. | 8,189 | $877.4K | 0.02% | −5,181−38.8% | Reduced |
| Cravens & Co Advisors, LLC | 8,191 | $877.6K | 0.82% | +45+0.6% | Added |
| Ameritas Investment Partners, Inc. | 8,191 | $877.6K | 0.04% | +7,691+1,538.2% | Added |
| HGK Asset Management Inc | 8,214 | $880.0K | 0.29% | −77−0.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 8,221 | $881.0K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,229 | $881.6K | 0.06% | +56+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,267 | $886.0K | 0.03% | −879−9.6% | Reduced |
| MidWestOne Financial Group, Inc. | 8,295 | $888.7K | 0.20% | −356−4.1% | Reduced |
| LBMC Investment Advisors, LLC | 8,647 | $892.6K | 0.09% | +20.0% | Added |
| Carmel Capital Partners, LLC | 8,336 | $893.1K | 0.40% | −1,072−11.4% | Reduced |
| M&R Capital Management Inc | 8,345 | $894.1K | 0.24% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,359 | $895.6K | 0.30% | −497−5.6% | Reduced |
| Forum Financial Management, LP | 8,362 | $895.9K | 0.02% | +41+0.5% | Added |
| Newman Dignan & Sheerar, Inc. | 8,369 | $896.6K | 0.29% | −290−3.3% | Reduced |
| Nicolet Bankshares Inc | 8,416 | $901.7K | 0.28% | −5,902−41.2% | Reduced |
| Apexium Financial, LP | 8,499 | $910.6K | 0.09% | +20.0% | Added |
| PBMares Wealth Management LLC | 8,503 | $911.0K | 0.33% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 8,504 | $911.1K | 0.36% | +1,000+13.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $912.7K | 0.46% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,567 | $917.8K | 0.17% | +3,616+73.0% | Added |
| Cutler Group LP | 8,597 | $921.0K | 0.15% | +7,186+509.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $921.4K | 0.00% | 00.0% | Unchanged |
| Avory & Company, LLC | 8,650 | $926.8K | 0.79% | −2,767−24.2% | Reduced |
| Citadel Advisors LLC | 8,658 | $927.6K | 0.00% | −2,816,468−99.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,717 | $933.9K | 0.07% | −33−0.4% | Reduced |
| Baxter Bros Inc | 8,744 | $936.8K | 0.14% | +30+0.3% | Added |
| Inscription Capital, LLC | 8,754 | $938.0K | 0.31% | −5,850−40.1% | Reduced |
| Latash Investments, LLC | 8,774 | $940.0K | 0.80% | 00.0% | Unchanged |
| Cooper Financial Group | 8,782 | $940.9K | 0.23% | −248−2.7% | Reduced |
| Legacy Capital Group California, Inc. | 8,813 | $944.2K | 0.41% | +8,813 | New |
| Mayflower Financial Advisors, LLC | 8,872 | $950.6K | 0.14% | −73−0.8% | Reduced |
| First Pacific Financial | 8,879 | $951.3K | 0.42% | −412−4.4% | Reduced |
| Pictet North America Advisors SA | 8,974 | $961.5K | 0.14% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 9,015 | $965.9K | 0.09% | +438+5.1% | Added |
| Trust Co of Toledo NA | 9,020 | $966.4K | 0.19% | −960−9.6% | Reduced |
| La Banque Postale Asset Management SA | 9,021 | $966.5K | 0.02% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 9,048 | $969.5K | 0.32% | +9,048 | New |
| Cornerstone National Bank & Trust Co | 9,100 | $975.0K | 0.60% | −148−1.6% | Reduced |
| Tiedemann Advisors, LLC | 9,028 | $975.9K | 0.04% | +211+2.4% | Added |
| Aspen Grove Capital, LLC | 9,179 | $983.5K | 0.37% | +608+7.1% | Added |
| Morse Asset Management, Inc | 9,211 | $987.0K | 0.31% | +3,261+54.8% | Added |