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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 9,224 | $988.3K | 0.04% | −101−1.1% | Reduced |
| Clarius Group, LLC | 9,226 | $988.4K | 0.09% | +68+0.7% | Added |
| United Bank | 9,239 | $989.9K | 0.59% | −1,056−10.3% | Reduced |
| Davis Investment Partners, LLC | 9,540 | $994.0K | 0.53% | −130−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 9,289 | $995.3K | 0.02% | −2,901−23.8% | Reduced |
| Cantor Fitzgerald, L. P. | 9,300 | $996.4K | 0.03% | −115−1.2% | Reduced |
| Horizon Investments, LLC | 9,402 | $998.6K | 0.03% | +9,402 | New |
| Bank Ozk | 9,475 | $1.02M | 0.56% | +5,733+153.2% | Added |
| RFG Advisory, LLC | 9,479 | $1.02M | 0.05% | −1,441−13.2% | Reduced |
| Callan Capital, LLC | 9,491 | $1.02M | 0.11% | +1,905+25.1% | Added |
| River Street Advisors LLC | 9,551 | $1.02M | 0.97% | +337+3.7% | Added |
| Tradition Wealth Management, LLC | 9,591 | $1.03M | 0.12% | +309+3.3% | Added |
| Central Trust Co | 9,655 | $1.03M | 0.03% | −1,385−12.5% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $1.03M | 0.34% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,680 | $1.04M | 0.12% | −405−4.0% | Reduced |
| Cambridge Trust Co | 9,680 | $1.04M | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 9,717 | $1.04M | 0.60% | −105−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,762 | $1.05M | 0.25% | −494−4.8% | Reduced |
| Toroso Investments, LLC | 9,811 | $1.05M | 0.03% | +2,072+26.8% | Added |
| Union Savings Bank | 9,834 | $1.05M | 0.66% | 00.0% | Unchanged |
| Financial Counselors Inc | 9,838 | $1.05M | 0.02% | +750+8.3% | Added |
| Horizon Kinetics Asset Management LLC | 9,900 | $1.06M | 0.02% | +2,000+25.3% | Added |
| Fulton Bank, N.A. | 9,914 | $1.06M | 0.05% | +6,041+156.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,949 | $1.07M | 0.04% | +375+3.9% | Added |
| Curated Wealth Partners LLC | 9,988 | $1.07M | 0.19% | −8−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 10,000 | $1.07M | 0.24% | +30.0% | Added |
| Donald L. Hagan, LLC | 10,000 | $1.07M | 0.64% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,020 | $1.07M | 0.05% | +7,060+238.5% | Added |
| Greenwood Capital Associates LLC | 10,042 | $1.08M | 0.16% | +10,042 | New |
| Douglass Winthrop Advisors, LLC | 10,100 | $1.08M | 0.03% | −225−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,126 | $1.08M | 0.06% | +1,159+12.9% | Added |
| Fund Management at Engine No. 1 LLC | 10,152 | $1.09M | 0.17% | +959+10.4% | Added |
| David Loasby | 10,435 | $1.09M | 0.12% | +2,628+33.7% | Added |
| Dark Forest Capital Management LP | 10,223 | $1.10M | 0.09% | −177,641−94.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,071 | $1.10M | 0.19% | −5,001−70.7% | Reduced |
| Meeder Advisory Services, Inc. | 10,329 | $1.11M | 0.14% | −1,180−10.3% | Reduced |
| Legacy Advisors, LLC | 10,341 | $1.11M | 0.18% | −723−6.5% | Reduced |
| Moseley Investment Management Inc | 10,401 | $1.11M | 0.67% | −2,539−19.6% | Reduced |
| GraniteShares Advisors LLC | 10,455 | $1.12M | 1.04% | +10,455 | New |
| Advisory Research Inc | 10,498 | $1.12M | 0.16% | −675−6.0% | Reduced |
| Private Trust Co NA | 10,502 | $1.13M | 0.15% | −33−0.3% | Reduced |
| Country Club Bank | 10,485 | $1.13M | 0.09% | −1,000−8.7% | Reduced |
| Chapin Davis, Inc. | 10,620 | $1.14M | 0.54% | −990−8.5% | Reduced |
| Disciplined Equity Management, Inc. | 10,752 | $1.15M | 0.96% | +280+2.7% | Added |
| Lazard Asset Management LLC | 10,785 | $1.15M | 0.00% | −13,960−56.4% | Reduced |
| Diversified Trust Co | 10,830 | $1.16M | 0.04% | +2,658+32.5% | Added |
| TD Private Client Wealth LLC | 10,864 | $1.16M | 0.05% | −725−6.3% | Reduced |
| Colony Group LLC | 10,865 | $1.16M | 0.02% | −34−0.3% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,864 | $1.16M | 0.71% | +251+2.4% | Added |
| Almanack Investment Partners, LLC. | 10,929 | $1.17M | 0.23% | −500−4.4% | Reduced |
| DoubleLine ETF Adviser LP | 10,933 | $1.17M | 0.42% | +10,933 | New |
| Confluence Investment Management LLC | 11,000 | $1.18M | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,000 | $1.18M | 0.33% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 11,005 | $1.18M | 0.16% | +11,005 | New |
| CenterBook Partners LP | 11,014 | $1.18M | 0.15% | −29,679−72.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,033 | $1.18M | 0.12% | +3,282+42.3% | Added |
| Thoroughbred Financial Services, LLC | 11,048 | $1.18M | 0.12% | +2,757+33.3% | Added |
| Chickasaw Capital Management LLC | 11,066 | $1.19M | 0.06% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 11,079 | $1.19M | 0.23% | +85+0.8% | Added |
| E&G Advisors, LP | 11,084 | $1.19M | 0.43% | −200−1.8% | Reduced |
| Sheets Smith Wealth Management | 11,114 | $1.19M | 0.18% | −275−2.4% | Reduced |
| Sowell Financial Services LLC | 11,120 | $1.19M | 0.07% | −492−4.2% | Reduced |
| WMS Partners, LLC | 11,120 | $1.19M | 0.09% | +138+1.3% | Added |
| Beaumont Financial Advisors, LLC | 11,132 | $1.19M | 0.12% | +697+6.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,150 | $1.19M | 0.90% | +300+2.8% | Added |
| L.M. Kohn & Company | 11,169 | $1.20M | 0.44% | −49−0.4% | Reduced |
| Nwam LLC | 11,197 | $1.20M | 0.12% | +2,242+25.0% | Added |
| Qtron Investments LLC | 11,209 | $1.20M | 0.23% | +4,343+63.3% | Added |
| Prio Wealth Limited Partnership | 11,266 | $1.21M | 0.05% | 00.0% | Unchanged |
| Carson Advisory Inc. | 11,320 | $1.21M | 1.06% | −100−0.9% | Reduced |
| Advisor OS, LLC | 11,332 | $1.21M | 0.18% | +540+5.0% | Added |
| Angeles Wealth Management, LLC | 11,363 | $1.22M | 0.17% | +146+1.3% | Added |
| Mork Capital Management, LLC | 11,370 | $1.22M | 0.95% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 11,399 | $1.22M | 1.06% | −1,571−12.1% | Reduced |
| Castle Rock Wealth Management, LLC | 11,638 | $1.22M | 0.41% | +435+3.9% | Added |
| Gotham Asset Management, LLC | 11,512 | $1.23M | 0.03% | +1,661+16.9% | Added |
| Walter & Keenan Financial Consulting Co | 11,527 | $1.24M | 0.48% | −639−5.3% | Reduced |
| Spirit of America Management Corp | 11,550 | $1.24M | 0.28% | +300+2.7% | Added |
| Banque Cantonale Vaudoise | 11,557 | $1.24M | 0.06% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 11,566 | $1.24M | 1.16% | +11,566 | New |
| RDA Financial Network | 11,598 | $1.24M | 0.54% | −160−1.4% | Reduced |
| Secure Asset Management, LLC | 11,638 | $1.25M | 0.37% | +108+0.9% | Added |
| Norway Savings Bank | 11,788 | $1.26M | 0.62% | +265+2.3% | Added |
| Marcum Wealth, LLC | 11,884 | $1.27M | 0.15% | +22+0.2% | Added |
| Verdence Capital Advisors LLC | 11,952 | $1.28M | 0.14% | +157+1.3% | Added |
| Highlander Capital Management, LLC | 11,955 | $1.28M | 0.50% | +1,405+13.3% | Added |
| Welch & Forbes LLC | 11,997 | $1.29M | 0.02% | +31+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 12,096 | $1.30M | 0.29% | −1,079−8.2% | Reduced |
| Dividend Assets Capital, LLC | 12,100 | $1.30M | 0.27% | 00.0% | Unchanged |
| Credit Agricole S A | 12,143 | $1.30M | 0.04% | +9,219+315.3% | Added |
| RMR Wealth Builders | 12,231 | $1.31M | 0.21% | +18+0.1% | Added |
| First Hawaiian Bank | 12,245 | $1.31M | 0.04% | 00.0% | Unchanged |
| Ossiam | 12,272 | $1.31M | 0.02% | +2,032+19.8% | Added |
| Virginia Wealth Management Group, Inc. | 12,329 | $1.32M | 0.89% | −7−0.1% | Reduced |
| Segment Wealth Management, LLC | 12,360 | $1.32M | 0.13% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 12,410 | $1.33M | 0.05% | +1,738+16.3% | Added |
| Bank Hapoalim BM | 12,422 | $1.33M | 0.22% | −1,913−13.3% | Reduced |
| Sandbox Financial Partners, LLC | 12,433 | $1.33M | 0.70% | −746−5.7% | Reduced |
| Accel Wealth Management | 12,450 | $1.33M | 0.74% | −182−1.4% | Reduced |
| Baldwin Investment Management, LLC | 12,472 | $1.34M | 0.22% | +262+2.1% | Added |