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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 8,267 | $886.0K | 0.03% | −879−9.6% | Reduced |
| Apella Capital, LLC | 8,229 | $881.6K | 0.06% | +56+0.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 8,221 | $881.0K | 0.08% | 00.0% | Unchanged |
| HGK Asset Management Inc | 8,214 | $880.0K | 0.29% | −77−0.9% | 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 |
| Jefferies Financial Group Inc. | 8,189 | $877.4K | 0.02% | −5,181−38.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,182 | $876.6K | 0.02% | +193+2.4% | Added |
| First National Trust Co | 8,156 | $873.8K | 0.04% | −400−4.7% | Reduced |
| Profund Advisors LLC | 8,147 | $872.9K | 0.05% | +8,147 | New |
| Hexagon Capital Partners LLC | 8,130 | $871.0K | 0.23% | −988−10.8% | Reduced |
| Retirement Group, LLC | 8,065 | $864.1K | 0.36% | −80−1.0% | Reduced |
| Tectonic Advisors LLC | 7,951 | $851.9K | 0.08% | +60+0.8% | Added |
| Heirloom Wealth Management | 7,934 | $850.1K | 0.38% | +12+0.2% | Added |
| Seelaus Asset Management LLC | 7,902 | $846.6K | 0.96% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 7,896 | $845.9K | 0.55% | −1,243−13.6% | Reduced |
| Chicago Trust Co NA | 7,892 | $845.5K | 0.21% | −20−0.3% | Reduced |
| Ritholtz Wealth Management | 7,862 | $842.3K | 0.04% | +1,749+28.6% | Added |
| Bailard, Inc. | 7,816 | $837.4K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,815 | $837.2K | 0.12% | +297+4.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,790 | $834.6K | 0.03% | +1,028+15.2% | Added |
| EPG Wealth Management LLC | 7,773 | $832.7K | 0.25% | +333+4.5% | Added |
| Voya Financial Advisors, Inc. | 7,684 | $831.6K | 0.10% | −97−1.2% | Reduced |
| Vaughan & Co Securities, Inc. | 7,740 | $829.3K | 0.62% | −73−0.9% | Reduced |
| Prosperity Consulting Group, LLC | 7,712 | $826.2K | 0.38% | −329−4.1% | Reduced |
| Harbor Advisors LLC | 7,700 | $825.0K | 0.18% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,698 | $824.8K | 0.25% | −144−1.8% | Reduced |
| HBK Sorce Advisory LLC | 7,689 | $823.8K | 0.04% | −677−8.1% | Reduced |
| Brown Miller Wealth Management, LLC | 7,685 | $823.5K | 0.46% | +116+1.5% | Added |
| Community Financial Services Group, LLC | 7,633 | $817.8K | 0.21% | +7,633 | New |
| Cigna Investments Inc | 7,614 | $816.0K | 0.19% | −66−0.9% | Reduced |
| Highland Capital Management, LLC | 7,548 | $808.7K | 0.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 7,531 | $806.9K | 0.37% | −85−1.1% | Reduced |
| AXS Investments LLC | 7,500 | $803.5K | 0.21% | +7,185+2,281.0% | Added |
| Missouri Trust & Investment Co | 7,478 | $801.2K | 0.36% | −45−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 7,469 | $800.2K | 0.05% | −18,374−71.1% | Reduced |
| KPP Advisory Services LLC | 7,460 | $799.3K | 0.26% | +7,460 | New |
| Per Stirling Capital Management, LLC. | 7,425 | $795.6K | 0.17% | −233−3.0% | Reduced |
| Southland Equity Partners LLC | 7,414 | $794.3K | 0.27% | +18+0.2% | Added |
| Sippican Capital Advisors | 7,414 | $794.3K | 0.73% | −40−0.5% | Reduced |
| Financial Advocates Investment Management | 7,397 | $792.6K | 0.06% | +437+6.3% | Added |
| Monetary Management Group Inc | 7,375 | $790.2K | 0.26% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,359 | $788.5K | 0.05% | +21+0.3% | Added |
| Element Pointe Advisors, LLC | 7,358 | $788.3K | 0.25% | −143−1.9% | Reduced |
| Oxford Financial Group Ltd | 7,352 | $787.7K | 0.07% | +117+1.6% | Added |
| Azimuth Capital Investment Management LLC | 7,340 | $786.4K | 0.04% | −110−1.5% | Reduced |
| Alterity Financial Group, LLC | 7,313 | $783.5K | 1.24% | +347+5.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,309 | $783.1K | 0.08% | −687−8.6% | Reduced |
| Van Eck Associates Corp | 7,289 | $781.0K | 0.00% | −543−6.9% | Reduced |
| Tower Bridge Advisors | 7,267 | $778.6K | 0.07% | −200−2.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,237 | $775.4K | 0.36% | +56+0.8% | Added |
| LCNB Corp | 7,234 | $775.1K | 0.34% | −157−2.1% | Reduced |
| Bokf, NA | 8,380 | $773.9K | 0.02% | −778−8.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,218 | $773.3K | 0.08% | +12+0.2% | Added |
| Evergreen Capital Management LLC | 7,201 | $771.6K | 0.03% | +441+6.5% | Added |
| IAM Advisory, LLC | 7,163 | $767.5K | 0.27% | +556+8.4% | Added |
| Westwood Wealth Management | 7,150 | $766.1K | 0.60% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,105 | $761.2K | 0.04% | +34+0.5% | Added |
| LMG Wealth Partners, LLC | 7,095 | $760.2K | 0.23% | +1,204+20.4% | Added |
| Walker Asset Management, LLC | 7,087 | $759.4K | 0.68% | +54+0.8% | Added |
| Excalibur Management Corp | 7,082 | $758.8K | 0.39% | +50+0.7% | Added |
| Empire Financial Management Company, LLC | 7,072 | $757.8K | 0.33% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,055 | $755.9K | 0.66% | +55+0.8% | Added |
| Vident Advisory, LLC | 7,020 | $752.1K | 0.02% | +7,020 | New |
| WealthTrust Axiom LLC | 7,016 | $751.7K | 0.27% | +20+0.3% | Added |
| Gables Capital Management Inc. | 6,980 | $747.8K | 0.52% | −150−2.1% | Reduced |
| Sterling Investment Counsel, LLC | 6,980 | $747.8K | 0.43% | −900−11.4% | Reduced |
| Naviter Wealth, LLC | 6,925 | $742.0K | 0.18% | −36−0.5% | Reduced |
| Viawealth, LLC | 6,917 | $741.1K | 0.54% | +8+0.1% | Added |
| IHT Wealth Management, LLC | 6,899 | $739.1K | 0.04% | −2,261−24.7% | Reduced |
| Element Wealth, LLC | 6,893 | $738.5K | 0.54% | +17+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 6,845 | $733.4K | 0.09% | +1,379+25.2% | Added |
| Haverford Trust Co | 6,842 | $733.1K | 0.01% | −458−6.3% | Reduced |
| Forte Capital LLC | 6,818 | $730.5K | 0.11% | +981+16.8% | Added |
| Merit Financial Group, LLC | 6,800 | $728.6K | 0.02% | +1,170+20.8% | Added |
| Jmac Enterprises LLC | 6,800 | $728.6K | 0.18% | +1,800+36.0% | Added |
| Sage Rhino Capital LLC | 6,786 | $727.1K | 0.20% | +5+0.1% | Added |
| SRS Capital Advisors, Inc. | 6,735 | $721.6K | 0.09% | +26+0.4% | Added |
| Triumph Capital Management | 6,706 | $718.5K | 0.33% | +728+12.2% | Added |
| Old National Bancorp | 6,670 | $714.6K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,665 | $714.1K | 0.02% | +1,523+29.6% | Added |
| Freestone Capital Holdings, LLC | 6,660 | $713.6K | 0.04% | −148−2.2% | Reduced |
| Agf Management Ltd | 6,660 | $713.6K | 0.01% | +6,660 | New |
| Sabal Trust CO | 6,649 | $712.4K | 0.05% | −726−9.8% | Reduced |
| Colonial River Wealth Management, LLC | 6,609 | $708.0K | 0.46% | +1,831+38.3% | Added |
| RW Investment Management LLC | 6,600 | $707.1K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,593 | $706.5K | 0.07% | +1,004+18.0% | Added |
| Sunbelt Securities, Inc. | 6,564 | $703.3K | 0.10% | +2,014+44.3% | Added |
| Live Oak Investment Partners | – | $697.7K | 0.60% | – | – |
| NTV Asset Management LLC | 6,490 | $695.3K | 0.13% | +300+4.8% | Added |
| NCM Capital Management, LLC | 6,489 | $695.2K | 0.49% | −175−2.6% | Reduced |
| Wetherby Asset Management Inc | 6,442 | $690.2K | 0.04% | +589+10.1% | Added |
| MONECO Advisors, LLC | 6,441 | $690.1K | 0.19% | −3,070−32.3% | Reduced |
| Schmidt P J Investment Management Inc | 7,321 | $689.7K | 0.15% | −33−0.4% | Reduced |
| Veriti Management LLC | 6,434 | $689.4K | 0.08% | +829+14.8% | Added |
| Silverlake Wealth Management LLC | 6,409 | $686.7K | 0.39% | +7+0.1% | Added |
| Harvest Fund Management Co., Ltd | 6,391 | $685.0K | 0.12% | +4,028+170.5% | Added |
| Purus Wealth Management, LLC | 6,391 | $684.7K | 0.46% | −54−0.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,326 | $677.8K | 0.19% | +255+4.2% | Added |
| WNY Asset Management, LLC | 6,308 | $675.8K | 0.13% | −701−10.0% | Reduced |