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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 4,837 | $518.2K | 0.06% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 4,797 | $514.0K | 0.38% | −66−1.4% | Reduced |
| 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 |
| Bartlett & Co. Wealth Management LLC | 4,774 | $511.5K | 0.01% | +8+0.2% | Added |
| Bartlett & Co. LLC | 4,774 | $511.0K | 0.01% | +8+0.2% | Added |
| O'Dell Group, LLC | 4,754 | $509.3K | 0.16% | +1,061+28.7% | Added |
| Arcus Capital Partners, LLC | 4,750 | $508.9K | 0.16% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,392 | $508.0K | 0.01% | +800+17.4% | Added |
| Paragon Private Wealth Management, LLC | 4,717 | $505.4K | 0.42% | −1,487−24.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,715 | $505.1K | 0.35% | +11+0.2% | Added |
| BBR Partners, LLC | 4,693 | $502.8K | 0.06% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,681 | $501.5K | 0.04% | +4,681 | New |
| Alerus Financial NA | 4,673 | $500.7K | 0.04% | −139−2.9% | Reduced |
| Coastal Investment Advisors, Inc. | 5,384 | $500.5K | 0.11% | −1,070−16.6% | Reduced |
| Curi Capital | 4,663 | $499.6K | 0.08% | −182−3.8% | Reduced |
| RSM US Wealth Management LLC | 4,652 | $498.4K | 0.02% | +16+0.3% | Added |
| Moloney Securities Asset Management, LLC | 4,652 | $498.4K | 0.09% | +15+0.3% | Added |
| Worth Financial Advisory Group, LLC | 4,650 | $498.2K | 0.45% | +367+8.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,600 | $492.8K | 0.32% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,581 | $490.8K | 0.04% | +42+0.9% | Added |
| Wealthstar Advisors, LLC | 4,537 | $486.1K | 0.21% | +4,537 | New |
| Camden Capital, LLC | 4,502 | $482.3K | 0.06% | +70+1.6% | Added |
| Financial Partners Group, Inc | 4,971 | $481.5K | 0.10% | −1,766−26.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 4,493 | $481.4K | 0.11% | +754+20.2% | Added |
| Gradient Capital Advisors, LLC | 4,487 | $480.7K | 0.20% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,485 | $480.5K | 0.02% | −50−1.1% | Reduced |
| BSW Wealth Partners | 4,472 | $479.1K | 0.11% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 4,471 | $479.0K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,471 | $479.0K | 0.02% | −148−3.2% | Reduced |
| Montecito Bank & Trust | 4,469 | $478.8K | 0.11% | +1,135+34.0% | Added |
| Nilsine Partners, LLC | 4,459 | $477.7K | 0.07% | −479−9.7% | Reduced |
| RMB Capital Management, LLC | 4,445 | $476.2K | 0.02% | −11−0.2% | Reduced |
| Capula Management Ltd | 4,440 | $475.7K | 0.03% | +4,440 | New |
| Accurate Wealth Management, LLC | 4,497 | $473.7K | 0.15% | +179+4.1% | Added |
| Regatta Capital Group, LLC | 4,416 | $473.1K | 0.15% | −280−6.0% | Reduced |
| Romano Brothers and Company | 4,369 | $468.1K | 0.07% | +4+0.1% | Added |
| Wimmer Associates 1, LLC | 4,343 | $465.3K | 0.29% | −50−1.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,335 | $464.5K | 0.16% | +4,335 | New |
| Everence Capital Management Inc | 4,320 | $463.0K | 0.04% | +4,320 | New |
| Banque Pictet & Cie SA | 4,320 | $462.8K | 0.01% | −7,154−62.3% | Reduced |
| Westmount Partners, LLC | 4,286 | $459.2K | 0.20% | −23−0.5% | Reduced |
| Cora Capital Advisors LLC | 4,264 | $456.8K | 0.31% | −26−0.6% | Reduced |
| Fisher Asset Management, LLC | 4,229 | $453.1K | 0.00% | −306−6.7% | Reduced |
| Members Advisory Group LLC | 4,228 | $453.0K | 0.29% | +379+9.8% | Added |
| CenterStar Asset Management, LLC | 4,203 | $450.5K | 1.22% | +4,203 | New |
| Bienville Capital Management, LLC | 4,202 | $450.2K | 0.14% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,198 | $450.0K | 0.03% | +259+6.6% | Added |
| Fukoku Mutual Life Insurance Co | 4,180 | $447.8K | 0.04% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,175 | $447.3K | 0.16% | −1,736−29.4% | Reduced |
| West Bancorporation Inc | 4,173 | $447.1K | 0.32% | −174−4.0% | Reduced |
| Guinness Asset Management LTD | 4,155 | $445.2K | 0.01% | −468−10.1% | Reduced |
| Sweet Financial Partners, LLC | 4,152 | $444.8K | 0.12% | +20.0% | Added |
| Operose Advisors LLC | 4,145 | $444.1K | 0.18% | +49+1.2% | Added |
| Grey Street Capital, LLC | 4,144 | $444.0K | 0.25% | −124−2.9% | Reduced |
| Ascent Group, LLC | 4,572 | $442.8K | 0.05% | +125+2.8% | Added |
| First Heartland Consultants, Inc. | 4,126 | $442.0K | 0.06% | −214−4.9% | Reduced |
| Larson Financial Group LLC | 4,119 | $441.3K | 0.04% | +1,540+59.7% | Added |
| Desjardins Global Asset Management Inc. | 4,118 | $441.1K | 0.05% | +4,118 | New |
| Sentry Investment Management LLC | 4,119 | $441.0K | 0.21% | +4,119 | New |
| Truvestments Capital LLC | 4,077 | $436.9K | 0.23% | +3,541+660.6% | Added |
| Proequities, Inc. | 4,023 | $431.0K | 0.03% | +250+6.6% | Added |
| Symmetry Partners, LLC | 4,011 | $430.0K | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 4,009 | $429.5K | 0.08% | −687−14.6% | Reduced |
| Diversified Portfolios, Inc. | 4,002 | $428.8K | 0.08% | +2+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,985 | $427.0K | 0.03% | +521+15.0% | Added |
| Tandem Investment Advisors, Inc. | 3,976 | $426.0K | 0.02% | +3,976 | New |
| Valmark Advisers, Inc. | 3,975 | $425.9K | 0.01% | +113+2.9% | Added |
| Penserra Capital Management LLC | 3,979 | $425.0K | 0.01% | +3,939+9,847.5% | Added |
| Fairfield, Bush & Co. | 3,959 | $424.2K | 0.28% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,955 | $423.7K | 0.04% | +652+19.7% | Added |
| Simon Quick Advisors, LLC | 3,954 | $423.6K | 0.04% | +3,954 | New |
| Burney Co | 3,946 | $422.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,933 | $421.3K | 0.07% | +37+0.9% | Added |
| Covey Capital Advisors, LLC | 3,920 | $420.0K | 0.60% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,917 | $419.7K | 0.02% | +1,150+41.6% | Added |
| Lincoln Capital Corp | 3,903 | $418.2K | 0.23% | −410−9.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 3,853 | $417.0K | 0.04% | −315−7.6% | Reduced |
| Lauer Wealth, LLC | 3,972 | $415.2K | 0.45% | −433−9.8% | Reduced |
| Private Ocean, LLC | 3,875 | $415.2K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,849 | $412.4K | 0.03% | +1,662+76.0% | Added |
| Federated Hermes, Inc. | 3,828 | $410.1K | 0.00% | +3,770+6,500.0% | Added |
| Glass Jacobson Investment Advisors llc | 3,806 | $407.8K | 0.19% | −186−4.7% | Reduced |
| Townsend Asset Management Corp | 3,805 | $407.6K | 0.21% | +4+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,800 | $407.1K | 0.07% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,788 | $405.8K | 0.15% | +212+5.9% | Added |
| Oak Hill Wealth Advisors, LLC | 3,777 | $404.7K | 0.16% | −142−3.6% | Reduced |
| Redwood Financial Network Corp | 3,777 | $404.6K | 0.43% | −94−2.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,774 | $404.3K | 0.08% | −246−6.1% | Reduced |
| IVC Wealth Advisors LLC | 3,771 | $404.0K | 0.27% | +10.0% | Added |
| Fort Point Capital Partners LLC | 3,770 | $403.9K | 0.07% | −595−13.6% | Reduced |
| Natixis | 3,750 | $401.8K | 0.00% | +3,750 | New |
| Manchester Capital Management LLC | 3,745 | $401.2K | 0.06% | +2,000+114.6% | Added |
| MSH Capital Advisors LLC | 3,740 | $400.7K | 0.16% | −670−15.2% | Reduced |
| Lindbrook Capital, LLC | 3,722 | $398.8K | 0.04% | −1,958−34.5% | Reduced |
| TFB Advisors LLC | 3,720 | $398.6K | 0.48% | +238+6.8% | Added |
| MJP Associates Inc | 3,719 | $398.4K | 0.12% | +638+20.7% | Added |
| Ausdal Financial Partners, Inc. | 3,717 | $398.3K | 0.05% | +45+1.2% | Added |
| SlateStone Wealth, LLC | 3,711 | $398.0K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,714 | $397.9K | 0.16% | +224+6.4% | Added |