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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 6,301 | $675.1K | 0.28% | +6,301 | New |
| Hamilton Capital Partners Inc. | 6,300 | $675.0K | 0.25% | −1,000−13.7% | Reduced |
| Sweeney & Michel, LLC | 6,760 | $670.3K | 0.35% | +37+0.6% | Added |
| AQR Capital Management LLC | 6,245 | $669.1K | 0.00% | +3,690+144.4% | Added |
| Old North State Trust, LLC | 6,242 | $669.0K | 0.52% | +339+5.7% | Added |
| WBH Advisory Inc | 6,209 | $665.2K | 0.08% | +9+0.1% | Added |
| Prentice Wealth Management LLC | 6,197 | $663.9K | 0.30% | −75−1.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,125 | $656.3K | 0.02% | −1,111−15.4% | Reduced |
| Boltwood Capital Management | 6,113 | $654.9K | 0.24% | −60−1.0% | Reduced |
| Empowered Funds, LLC | 6,100 | $653.6K | 0.02% | +1,244+25.6% | Added |
| Partners Capital Investment Group, LLP | 6,033 | $646.3K | 0.02% | +1,669+38.2% | Added |
| Van Cleef Asset Management,Inc | 6,014 | $644.4K | 0.10% | +10.0% | Added |
| First PREMIER Bank | 6,000 | $643.0K | 0.20% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $642.8K | 0.24% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,892 | $640.3K | 0.11% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,971 | $639.7K | 0.43% | −397−6.2% | Reduced |
| Concentric Capital Strategies, LP | 5,961 | $638.7K | 0.07% | +5,961 | New |
| Waddell & Associates, LLC | 5,958 | $638.3K | 0.09% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,944 | $636.9K | 0.13% | +210+3.7% | Added |
| Redhawk Wealth Advisors, Inc. | 5,927 | $635.0K | 0.21% | +90+1.5% | Added |
| Newbridge Financial Services Group, Inc. | 5,926 | $634.9K | 0.32% | −424−6.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,915 | $633.7K | 0.52% | +80+1.4% | Added |
| Samalin Investment Counsel, LLC | 5,913 | $633.5K | 0.36% | −59−1.0% | Reduced |
| Farther Finance Advisors, LLC | 5,894 | $631.5K | 0.10% | +946+19.1% | Added |
| Ropes Wealth Advisors LLC | 5,868 | $628.7K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5,805 | $621.9K | 0.03% | −100−1.7% | Reduced |
| Close Asset Management Ltd | 5,753 | $617.0K | 0.03% | −112−1.9% | Reduced |
| Bessemer Securities LLC | 5,747 | $616.0K | 0.85% | −3,028−34.5% | Reduced |
| NBT Bank N A | 5,732 | $614.1K | 0.06% | +5,732 | New |
| Ballentine Partners, LLC | 5,710 | $611.8K | 0.01% | +371+6.9% | Added |
| Kensington Investment Counsel, LLC | 5,696 | $610.3K | 0.38% | +259+4.8% | Added |
| NBC Securities, Inc. | 5,699 | $610.0K | 0.07% | +5,699 | New |
| KMG Fiduciary Partners, LLC | 5,683 | $608.9K | 0.08% | −171−2.9% | Reduced |
| Aptus Capital Advisors, LLC | 5,669 | $607.4K | 0.02% | +5,669 | New |
| Harbour Investments, Inc. | 5,662 | $606.6K | 0.03% | +318+6.0% | Added |
| Visionary Wealth Advisors | 5,644 | $604.7K | 0.05% | −111−1.9% | Reduced |
| Spinnaker Investment Group, LLC | 5,638 | $604.1K | 0.20% | +230+4.3% | Added |
| Annex Advisory Services, LLC | 5,622 | $602.4K | 0.04% | +1,401+33.2% | Added |
| Sage Mountain Advisors LLC | 5,619 | $602.0K | 0.08% | +110+2.0% | Added |
| Gilman Hill Asset Management, LLC | 5,600 | $600.0K | 0.12% | −81−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,579 | $597.7K | 0.21% | 00.0% | Unchanged |
| Busey Wealth Management | 5,579 | $597.7K | 0.03% | +63+1.1% | Added |
| Claro Advisors LLC | 5,559 | $595.6K | 0.15% | +23+0.4% | Added |
| TRUE Private Wealth Advisors | 5,546 | $594.2K | 0.08% | −200−3.5% | Reduced |
| Adviser Investments LLC | 5,526 | $592.1K | 0.01% | +2,140+63.2% | Added |
| AdvisorNet Financial, Inc | 5,523 | $591.7K | 0.05% | +8+0.1% | Added |
| Powell Investment Advisors, LLC | 5,520 | $591.4K | 0.36% | −10.0% | Reduced |
| Balentine LLC | 5,519 | $591.3K | 0.02% | +359+7.0% | Added |
| Poehling Capital Management, LLC | 5,504 | $589.7K | 0.21% | −140−2.5% | Reduced |
| Augustine Asset Management Inc | 5,496 | $588.8K | 0.27% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,480 | $587.1K | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,444 | $583.3K | 0.07% | −457−7.7% | Reduced |
| Verus Capital Partners, LLC | 5,444 | $583.2K | 0.08% | +390+7.7% | Added |
| McDonald Partners LLC | 5,436 | $582.5K | 0.19% | +20+0.4% | Added |
| Fortem Financial Group, LLC | 5,424 | $581.1K | 0.34% | +5,424 | New |
| BluePath Capital Management, LLC | 5,402 | $578.8K | 0.53% | +5,402 | New |
| Geneos Wealth Management Inc. | 5,397 | $578.2K | 0.03% | +237+4.6% | Added |
| Coldstream Capital Management Inc | 5,372 | $575.6K | 0.02% | +342+6.8% | Added |
| McKinley Carter Wealth Services, Inc. | 5,367 | $575.1K | 0.05% | −29−0.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,350 | $573.2K | 0.65% | −500−8.5% | Reduced |
| Vanguard Capital Wealth Advisors | 5,350 | $573.2K | 0.53% | +483+9.9% | Added |
| Caisse de Depot Et Placement du Quebec | 5,348 | $573.0K | 0.00% | +5,348 | New |
| Burns J W & Co Inc | 5,325 | $570.5K | 0.09% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 5,302 | $568.1K | 0.93% | +108+2.1% | Added |
| Octavia Wealth Advisors, LLC | 5,296 | $567.4K | 0.11% | +20.0% | Added |
| Overbrook Management Corp | 5,285 | $566.2K | 0.13% | −780−12.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,273 | $565.0K | 0.15% | +5,273 | New |
| Atlantic Union Bankshares Corp | 5,239 | $561.3K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,235 | $560.9K | 0.14% | −20−0.4% | Reduced |
| Enterprise Bank & Trust Co | 5,190 | $556.1K | 0.23% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,165 | $551.0K | 0.03% | +798+18.3% | Added |
| Zacks Investment Management | 5,140 | $550.8K | 0.01% | +1,931+60.2% | Added |
| Pacific Global Investment Management CO | 5,106 | $547.0K | 0.12% | +20.0% | Added |
| Old Port Advisors | 5,101 | $546.5K | 0.20% | +5,101 | New |
| UniSuper Management Pty Ltd | 5,100 | $546.4K | 0.01% | +100+2.0% | Added |
| First American Trust, FSB | 5,097 | $546.2K | 0.08% | −1,298−20.3% | Reduced |
| Israel Discount Bank of New York | 5,093 | $545.7K | 0.45% | −121−2.3% | Reduced |
| Kozak & Associates, Inc. | 5,166 | $543.1K | 0.20% | +38+0.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,061 | $542.0K | 0.00% | +153+3.1% | Added |
| Leonteq Securities AG | 5,053 | $541.4K | 0.06% | −2,804−35.7% | Reduced |
| 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 |
| Acadian Asset Management LLC | 5,071 | $541.0K | 0.00% | +2,668+111.0% | Added |
| San Luis Wealth Advisors LLC | 5,029 | $539.0K | 0.26% | +471+10.3% | Added |
| NorthRock Partners, LLC | 5,030 | $538.9K | 0.06% | +369+7.9% | Added |
| Ellevest, Inc. | 5,029 | $538.8K | 0.04% | +148+3.0% | Added |
| Davis R M Inc | 5,011 | $537.0K | 0.01% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 5,000 | $535.7K | 0.26% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 4,995 | $535.2K | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,965 | $532.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Wedmont Private Capital | 5,020 | $526.1K | 0.05% | +806+19.1% | Added |
| Perkins Coie Trust Co | 4,906 | $525.6K | 0.15% | −14−0.3% | Reduced |
| Morton Capital Management LLC | 4,896 | $524.6K | 0.19% | −359−6.8% | Reduced |
| Wealth Management Solutions, LLC | 4,871 | $521.9K | 0.36% | +17+0.4% | Added |
| Quadrant Private Wealth Management, LLC | 4,869 | $521.7K | 0.18% | −670−12.1% | Reduced |
| Alpha Cubed Investments, LLC | 4,859 | $520.6K | 0.03% | −100−2.0% | Reduced |
| Plotkin Financial Advisors, LLC | 4,859 | $520.6K | 0.46% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,852 | $519.9K | 0.12% | +66+1.4% | Added |