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 |
|---|---|---|---|---|---|
| GFG Capital, LLC | 79,457 | $8.51M | 2.76% | −1,822−2.2% | Reduced |
| Nissay Asset Management Corp | 79,099 | $8.47M | 0.08% | +2,727+3.6% | Added |
| Hilton Capital Management, LLC | 78,450 | $8.41M | 1.12% | −2,366−2.9% | Reduced |
| Atria Investments LLC | 77,663 | $8.32M | 0.15% | −1,736−2.2% | Reduced |
| Private Wealth Partners, LLC | 77,321 | $8.28M | 0.79% | −148−0.2% | Reduced |
| SG Americas Securities, LLC | 77,070 | $8.26M | 0.11% | +33,618+77.4% | Added |
| JRM Investment Counsel, LLC | 76,921 | $8.24M | 3.65% | −16,451−17.6% | Reduced |
| National Asset Management, Inc. | 76,744 | $8.22M | 0.22% | +3,722+5.1% | Added |
| Ancora Advisors, LLC | 76,034 | $8.15M | 0.22% | −1,574−2.0% | Reduced |
| SOL Capital Management CO | 75,900 | $8.13M | 1.26% | −1,555−2.0% | Reduced |
| Griffin Asset Management, Inc. | 75,833 | $8.12M | 1.15% | −1,255−1.6% | Reduced |
| Clarkston Capital Partners, LLC | 75,325 | $8.07M | 0.16% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 75,126 | $8.05M | 1.49% | +410+0.5% | Added |
| Integrated Advisors Network LLC | 74,318 | $7.96M | 0.49% | −1,457−1.9% | Reduced |
| Argent Trust Co | 73,868 | $7.91M | 0.43% | +2,979+4.2% | Added |
| TruWealth Advisors, LLC | 73,829 | $7.91M | 0.68% | +2,181+3.0% | Added |
| Northeast Financial Consultants Inc | 73,786 | $7.91M | 0.50% | +71+0.1% | Added |
| Pathstone Family Office, LLC | 73,429 | $7.87M | 0.06% | +27,795+60.9% | Added |
| DuPont Capital Management Corp | 73,023 | $7.82M | 0.68% | +41,579+132.2% | Added |
| Independent Advisor Alliance | 71,841 | $7.70M | 0.35% | +13,602+23.4% | Added |
| Peapack Gladstone Financial Corp | 71,741 | $7.68M | 0.14% | +631+0.9% | Added |
| Beacon Pointe Advisors, LLC | 71,209 | $7.63M | 0.10% | +8,805+14.1% | Added |
| Wulff, Hansen & Co. | 71,042 | $7.61M | 8.88% | −725−1.0% | Reduced |
| Liontrust Investment Partners LLP | 71,000 | $7.61M | 0.12% | −54,000−43.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 70,804 | $7.59M | 1.78% | −4,172−5.6% | Reduced |
| Old Point Trust & Financial Services N A | 70,080 | $7.51M | 3.39% | −2,540−3.5% | Reduced |
| Mercer Global Advisors Inc | 69,767 | $7.47M | 0.03% | +2,330+3.5% | Added |
| Stratos Wealth Partners, LTD. | 69,644 | $7.46M | 0.16% | −4,362−5.9% | Reduced |
| Cottage Street Advisors LLC | 67,798 | $7.26M | 5.32% | −313−0.5% | Reduced |
| Calamos Advisors LLC | 66,565 | $7.13M | 0.04% | −18,781−22.0% | Reduced |
| GTS Securities LLC | 66,418 | $7.12M | 0.15% | +37,437+129.2% | Added |
| Garrison Bradford & Associates Inc | 66,201 | $7.09M | 8.37% | +1,757+2.7% | Added |
| Oppenheimer Asset Management Inc. | 65,949 | $7.07M | 0.11% | +1,556+2.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 65,406 | $7.01M | 0.48% | −963−1.5% | Reduced |
| Moors & Cabot, Inc. | 64,892 | $6.95M | 0.47% | −431−0.7% | Reduced |
| AE Wealth Management LLC | 64,714 | $6.93M | 0.04% | +2,173+3.5% | Added |
| Gulf International Bank (UK) Ltd | 64,697 | $6.93M | 0.20% | −6,538−9.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 64,409 | $6.90M | 0.10% | +40,110+165.1% | Added |
| Kestra Private Wealth Services, LLC | 64,361 | $6.90M | 0.22% | +6,548+11.3% | Added |
| Great Valley Advisor Group, Inc. | 64,300 | $6.89M | 0.29% | +4,309+7.2% | Added |
| Marvin & Palmer Associates Inc | 64,270 | $6.89M | 4.47% | +64,270 | New |
| British Columbia Investment Management Corp | 64,204 | $6.88M | 0.07% | +503+0.8% | Added |
| Motco | 63,910 | $6.85M | 0.47% | −345−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,663 | $6.82M | 0.11% | +10,896+20.6% | Added |
| Transcend Wealth Collective, LLC | 63,275 | $6.78M | 0.66% | −8,809−12.2% | Reduced |
| O'Rourke & Company, Inc | 62,826 | $6.73M | 4.91% | +762+1.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 62,350 | $6.68M | 5.64% | −422−0.7% | Reduced |
| Daiwa Securities Group Inc. | 62,312 | $6.68M | 0.05% | +20,733+49.9% | Added |
| KCM Investment Advisors LLC | 61,665 | $6.61M | 0.28% | −294−0.5% | Reduced |
| Stony Point Wealth Management Inc. | 62,890 | $6.59M | 3.43% | −6,467−9.3% | Reduced |
| Bridge Creek Capital Management LLC | 61,183 | $6.56M | 2.49% | −34−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 60,899 | $6.52M | 0.62% | −1,706−2.7% | Reduced |
| AXA S.A. | 60,878 | $6.52M | 0.02% | +26,704+78.1% | Added |
| Federation des caisses Desjardins du Quebec | 60,104 | $6.44M | 0.07% | −467−0.8% | Reduced |
| Telemark Asset Management, LLC | 60,000 | $6.43M | 0.98% | +60,000 | New |
| Equitable Holdings, Inc. | 59,846 | $6.41M | 0.09% | −851−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 76,173 | $6.38M | 2.27% | +743+1.0% | Added |
| Elo Mutual Pension Insurance Co | 59,097 | $6.33M | 0.20% | +968+1.7% | Added |
| Steamboat Capital Partners, LLC | 58,697 | $6.29M | 2.33% | +1,090+1.9% | Added |
| Nisa Investment Advisors, LLC | 58,599 | $6.28M | 0.05% | +57+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 58,578 | $6.28M | 0.01% | +33,326+132.0% | Added |
| Beta Wealth Group, Inc. | 58,546 | $6.27M | 3.71% | −5,624−8.8% | Reduced |
| Narwhal Capital Management | 57,982 | $6.21M | 0.76% | −185−0.3% | Reduced |
| Focused Wealth Management, Inc | 57,976 | $6.21M | 1.10% | −309−0.5% | Reduced |
| Apollon Wealth Management, LLC | 57,809 | $6.19M | 0.31% | +2,868+5.2% | Added |
| Triangle Securities Wealth Management | 57,683 | $6.18M | 2.20% | −607−1.0% | Reduced |
| Venture Visionary Partners LLC | 57,624 | $6.17M | 0.37% | −18,434−24.2% | Reduced |
| Bulltick Wealth Management, LLC | 57,215 | $6.13M | 1.53% | −4,815−7.8% | Reduced |
| Meyer Handelman Co | 57,100 | $6.12M | 0.25% | +20,100+54.3% | Added |
| Bragg Financial Advisors, Inc | 55,246 | $5.92M | 0.31% | +3,191+6.1% | Added |
| Marietta Wealth Management, LLC | 55,179 | $5.91M | 1.17% | +1,533+2.9% | Added |
| EULAV Asset Management | 55,000 | $5.89M | 0.22% | −3,000−5.2% | Reduced |
| Kentucky Retirement Systems | 54,941 | $5.89M | 0.20% | +54,941 | New |
| Oregon Public Employees Retirement Fund | 54,900 | $5.88M | 0.08% | +53,356+3,455.7% | Added |
| Maryland State Retirement & Pension System | 54,884 | $5.88M | 0.14% | +996+1.8% | Added |
| Teacher Retirement System of Texas | 54,708 | $5.86M | 0.04% | +1,299+2.4% | Added |
| Royal Fund Management, LLC | 54,332 | $5.82M | 0.83% | −4,346−7.4% | Reduced |
| Stamos Capital Partners, L.P. | 53,540 | $5.74M | 1.28% | −19,990−27.2% | Reduced |
| Covington Investment Advisors Inc. | 53,485 | $5.73M | 1.17% | +235+0.4% | Added |
| EverSource Wealth Advisors, LLC | 53,258 | $5.71M | 0.61% | +632+1.2% | Added |
| American Century Companies Inc | 52,530 | $5.63M | 0.00% | +2,069+4.1% | Added |
| Welch Group, LLC | 52,327 | $5.61M | 0.33% | +642+1.2% | Added |
| Achmea Investment Management B.V. | 52,277 | $5.60M | 0.12% | −21,629−29.3% | Reduced |
| Jessup Wealth Management, Inc | 52,242 | $5.60M | 3.22% | +52,242 | New |
| Fifth Third Bancorp | 52,073 | $5.58M | 0.03% | +3,264+6.7% | Added |
| Vishria Bird Financial Group, LLC | 51,550 | $5.52M | 3.13% | −160.0% | Reduced |
| Securian Asset Management, Inc | 50,932 | $5.46M | 0.16% | +50,932 | New |
| First Trust Advisors LP | 50,773 | $5.44M | 0.01% | +34,560+213.2% | Added |
| ArrowMark Colorado Holdings LLC | 50,700 | $5.43M | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 50,351 | $5.39M | 0.02% | +30,905+158.9% | Added |
| Beach Investment Counsel Inc | 50,336 | $5.39M | 0.67% | +2,600+5.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 49,935 | $5.35M | 4.17% | −1,100−2.2% | Reduced |
| Chesley Taft & Associates LLC | 49,887 | $5.34M | 0.35% | +12,690+34.1% | Added |
| BigSur Wealth Management LLC | 49,735 | $5.33M | 2.69% | −447−0.9% | Reduced |
| Rathbone Brothers plc | 49,492 | $5.30M | 0.04% | +28,936+140.8% | Added |
| CWM, LLC | 49,443 | $5.30M | 0.03% | +7,368+17.5% | Added |
| Fiduciary Group LLC | 49,267 | $5.28M | 0.67% | −367−0.7% | Reduced |
| Act Two Investors LLC | 48,952 | $5.24M | 1.40% | +4,386+9.8% | Added |
| Security National Bank | 48,249 | $5.22M | 1.47% | −1,499−3.0% | Reduced |
| Bradley Foster & Sargent Inc | 56,060 | $5.21M | 0.11% | 00.0% | Unchanged |