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 |
|---|---|---|---|---|---|
| Goodwin Daniel L | 3,700 | $396.4K | 0.19% | −6,400−63.4% | Reduced |
| Atlas Capital Advisors LLC | 3,669 | $393.1K | 0.06% | +69+1.9% | Added |
| Knightsbridge Asset Management, LLC | 3,607 | $388.0K | 0.12% | +3,607 | New |
| Moody Aldrich Partners LLC | 3,657 | $387.5K | 0.07% | +3,657 | New |
| Mayfair Advisory Group, LLC | 3,676 | $387.0K | 0.37% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,912 | $387.0K | 0.10% | +3,912 | New |
| DB Wealth Management Group, LLC | 3,607 | $386.5K | 0.24% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,607 | $386.5K | 0.12% | +3,607 | New |
| Fairhaven Wealth Management, LLC | 3,597 | $385.4K | 0.15% | +4+0.1% | Added |
| Wealth Alliance | 3,593 | $384.9K | 0.06% | −595−14.2% | Reduced |
| C2C Wealth Management, LLC | 3,594 | $383.5K | 0.05% | 00.0% | Unchanged |
| Essex LLC | 3,559 | $381.3K | 0.11% | +3,559 | New |
| Parkside Financial Bank & Trust | 3,550 | $380.3K | 0.09% | +155+4.6% | Added |
| InterOcean Capital Group, LLC | 3,549 | $380.3K | 0.01% | −2,285−39.2% | Reduced |
| Select Asset Management & Trust | 3,550 | $380.0K | 0.22% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,545 | $379.8K | 0.04% | −277−7.2% | Reduced |
| Palumbo Wealth Management LLC | 3,539 | $379.1K | 0.21% | −26−0.7% | Reduced |
| Schnieders Capital Management LLC | 3,538 | $379.1K | 0.08% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,526 | $377.8K | 0.02% | −496−12.3% | Reduced |
| StrategIQ Financial Group, LLC | 3,526 | $377.8K | 0.04% | +2+0.1% | Added |
| Janney Capital Management LLC | 3,522 | $377.0K | 0.03% | −1,000−22.1% | Reduced |
| Fundamentun, LLC | 3,517 | $376.8K | 0.06% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,500 | $375.0K | 0.32% | 00.0% | Unchanged |
| Samjo Capital LLC | 3,500 | $375.0K | 0.15% | +3,500 | New |
| Gryphon Financial Partners LLC | 3,495 | $374.4K | 0.09% | −289−7.6% | Reduced |
| Cypress Wealth Services, LLC | 3,487 | $373.6K | 0.10% | +10.0% | Added |
| BLB&B Advisors, LLC | 3,486 | $373.5K | 0.03% | 00.0% | Unchanged |
| Iron Financial, LLC | 3,442 | $368.8K | 0.21% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 3,436 | $368.1K | 0.00% | +3,436 | New |
| Charter Trust Co | 3,430 | $367.5K | 0.03% | −1,472−30.0% | Reduced |
| Sigma Investment Counselors Inc | 3,428 | $367.3K | 0.03% | +218+6.8% | Added |
| Mattern Wealth Management LLC | 3,425 | $367.0K | 0.11% | +368+12.0% | Added |
| Family Management Corp | 3,420 | $366.4K | 0.08% | +698+25.6% | Added |
| SC&H Financial Advisors, Inc. | 3,404 | $364.7K | 0.12% | +8+0.2% | Added |
| TCI Wealth Advisors, Inc. | 3,403 | $364.6K | 0.05% | +96+2.9% | Added |
| Keystone Financial Group | 3,372 | $361.2K | 0.06% | −49−1.4% | Reduced |
| Marshall Financial Group LLC | 3,355 | $359.5K | 0.13% | −7−0.2% | Reduced |
| Act Wealth Management, LLC | 3,345 | $358.4K | 0.24% | +83+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,649 | $358.3K | 0.00% | +2,003+121.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,341 | $358.0K | 0.05% | +656+24.4% | Added |
| Wesbanco Bank Inc | 3,337 | $357.5K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 3,335 | $357.3K | 0.02% | +3,335 | New |
| Garden State Investment Advisory Services LLC | 3,318 | $355.5K | 0.17% | +17+0.5% | Added |
| Exencial Wealth Advisors, LLC | 3,317 | $355.4K | 0.02% | −3−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 3,427 | $353.7K | 0.10% | −27−0.8% | Reduced |
| Advus Financial Partners, LLC | 3,300 | $353.6K | 0.19% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,299 | $353.4K | 0.02% | −1,683−33.8% | Reduced |
| South State Corp. | 3,280 | $351.4K | 0.03% | +850+35.0% | Added |
| Enterprise Financial Services Corp | 3,280 | $351.4K | 0.24% | +73+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,273 | $350.7K | 0.05% | +1,093+50.1% | Added |
| Ramirez Asset Management, Inc. | 3,266 | $349.9K | 0.08% | +3,266 | New |
| Keel Point, LLC | 3,264 | $349.8K | 0.05% | +377+13.1% | Added |
| Meridian Wealth Management, LLC | 3,264 | $349.7K | 0.02% | +3+0.1% | Added |
| Stanley-Laman Group, Ltd. | 3,242 | $347.3K | 0.06% | −31,104−90.6% | Reduced |
| Northside Capital Management, LLC | 3,226 | $345.7K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,225 | $345.6K | 0.20% | +72+2.3% | Added |
| Univest Financial Corp | 3,225 | $345.5K | 0.12% | −1,319−29.0% | Reduced |
| Perennial Investment Advisors, LLC | 3,206 | $343.5K | 0.06% | +2+0.1% | Added |
| Bridgefront Capital, LLC | 3,203 | $343.2K | 0.24% | +58+1.8% | Added |
| Marble Harbor Investment Counsel, LLC | 3,200 | $342.8K | 0.04% | −100−3.0% | Reduced |
| Courier Capital LLC | 3,200 | $342.8K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,200 | $342.8K | 0.18% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,200 | $342.8K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,195 | $342.3K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,188 | $341.5K | 0.04% | +12+0.4% | Added |
| Glen Eagle Advisors, LLC | 3,187 | $341.5K | 0.08% | −172−5.1% | Reduced |
| BTC Capital Management, Inc. | 3,180 | $340.7K | 0.04% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 3,176 | $340.3K | 0.19% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,173 | $340.0K | 0.02% | +105+3.4% | Added |
| Ibex Wealth Advisors | 3,164 | $339.0K | 0.09% | +3,164 | New |
| Hofer & Associates. Inc | 3,161 | $338.7K | 0.35% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,145 | $337.0K | 0.26% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,145 | $337.0K | 0.21% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,127 | $335.0K | 0.08% | +41+1.3% | Added |
| Vaughan David Investments LLC | 3,125 | $335.0K | 0.01% | −200−6.0% | Reduced |
| Brighton Jones LLC | 3,124 | $334.8K | 0.02% | +18+0.6% | Added |
| Channel Wealth LLC | 3,117 | $334.0K | 0.19% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 3,111 | $333.3K | 0.14% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,096 | $331.7K | 0.00% | +67+2.2% | Added |
| SYSTM Wealth Solutions LLC | 3,091 | $331.2K | 0.05% | −173−5.3% | Reduced |
| Fragasso Group Inc. | 3,087 | $330.8K | 0.03% | +20+0.7% | Added |
| Global Assets Advisory, LLC | 3,082 | $330.2K | 0.29% | +3,082 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,071 | $329.0K | 0.02% | −22−0.7% | Reduced |
| Sepio Capital, LP | 3,057 | $327.5K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,056 | $327.4K | 0.06% | −48−1.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,045 | $326.2K | 0.10% | −548−15.3% | Reduced |
| Harbour Capital Advisors, LLC | 3,025 | $324.1K | 0.10% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,016 | $323.1K | 0.01% | +27+0.9% | Added |
| Ingalls & Snyder LLC | 3,018 | $323.0K | 0.02% | −927−23.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,009 | $322.4K | 0.32% | −115−3.7% | Reduced |
| Bigelow Investment Advisors, LLC | 3,009 | $322.4K | 0.19% | +79+2.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $321.5K | 0.26% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,000 | $321.4K | 0.12% | −1,400−31.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,000 | $321.4K | 0.31% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,000 | $321.4K | 0.02% | +3,000 | New |
| LexAurum Advisors, LLC | 2,998 | $321.2K | 0.09% | −1,440−32.4% | Reduced |
| Levin Capital Strategies, L.P. | 2,990 | $320.3K | 0.04% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,935 | $314.5K | 0.37% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,916 | $312.4K | 0.36% | −283−8.8% | Reduced |
| Morningstar Investment Services LLC | 2,884 | $312.0K | 0.00% | +2,884 | New |