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; 2,157 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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 48,479 | $5.19M | 0.18% | +3,007+6.6% | Added |
| Nordea Investment Management AB | 47,443 | $5.18M | 0.01% | −760−1.6% | Reduced |
| IFP Advisors, Inc | 48,256 | $5.17M | 0.23% | −1,116−2.3% | Reduced |
| Waldron Private Wealth LLC | 48,167 | $5.16M | 0.27% | +136+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 48,015 | $5.14M | 0.09% | −904,015−95.0% | Reduced |
| HM Payson & Co | 47,525 | $5.09M | 0.12% | −3,100−6.1% | Reduced |
| Tenere Capital LLC | 47,100 | $5.05M | 1.94% | −32,100−40.5% | Reduced |
| ProVise Management Group, LLC | 46,512 | $4.98M | 0.46% | −1,347−2.8% | Reduced |
| Fred Alger Management, LLC | 46,478 | $4.98M | 0.03% | +3,560+8.3% | Added |
| SFE Investment Counsel | 45,884 | $4.92M | 1.43% | −585−1.3% | Reduced |
| Silicon Valley Capital Partners | 45,751 | $4.90M | 0.92% | +8,457+22.7% | Added |
| Steel Peak Wealth Management LLC | 45,298 | $4.85M | 0.31% | −646−1.4% | Reduced |
| Cetera Advisors LLC | 45,269 | $4.85M | 0.08% | −2,378−5.0% | Reduced |
| Naples Global Advisors, LLC | 44,893 | $4.81M | 0.58% | −440−1.0% | Reduced |
| Kavar Capital Partners Group, LLC | 44,859 | $4.81M | 1.04% | +640+1.4% | Added |
| Pacer Advisors, Inc. | 44,735 | $4.79M | 0.02% | +44,735 | New |
| Compass Wealth Management LLC | 44,665 | $4.79M | 1.50% | −636−1.4% | Reduced |
| MAI Capital Management | 44,137 | $4.73M | 0.07% | +1,865+4.4% | Added |
| Louisiana State Employees Retirement System | 44,000 | $4.71M | 0.11% | +44,000 | New |
| Appleton Partners Inc | 43,609 | $4.67M | 0.42% | +13,037+42.6% | Added |
| Global Retirement Partners, LLC | 44,716 | $4.66M | 0.23% | +323+0.7% | Added |
| Foundations Investment Advisors, LLC | 43,411 | $4.65M | 0.14% | −1,893−4.2% | Reduced |
| Advisory Services Network, LLC | 43,294 | $4.64M | 0.12% | −595−1.4% | Reduced |
| QRG Capital Management, Inc. | 43,208 | $4.63M | 0.08% | +43,208 | New |
| Snowden Capital Advisors LLC | 42,614 | $4.57M | 0.19% | +651+1.6% | Added |
| Coastal Bridge Advisors, LLC | 42,554 | $4.56M | 1.22% | −70−0.2% | Reduced |
| Kercheville Advisors, LLC | 42,249 | $4.53M | 2.87% | +2,366+5.9% | Added |
| Duncker Streett & Co Inc | 42,057 | $4.51M | 1.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 42,005 | $4.50M | 0.47% | −3,238−7.2% | Reduced |
| Cross Staff Investments Inc | 41,799 | $4.48M | 4.38% | −353−0.8% | Reduced |
| Clearstead Advisors, LLC | 41,638 | $4.46M | 0.27% | −1,033−2.4% | Reduced |
| Werlinich Asset Management, LLC | 41,490 | $4.45M | 3.67% | +418+1.0% | Added |
| Thrivent Financial for Lutherans | 41,354 | $4.43M | 0.01% | +30,684+287.6% | Added |
| Andra AP-fonden | 41,300 | $4.42M | 0.26% | +27,700+203.7% | Added |
| Jackson Wealth Management, LLC | 41,274 | $4.42M | 0.63% | +432+1.1% | Added |
| Proficio Capital Partners LLC | 41,259 | $4.42M | 0.59% | +239+0.6% | Added |
| Wealthfront Advisers LLC | 41,121 | $4.41M | 0.02% | +11,943+40.9% | Added |
| Bremer Bank National Association | 41,056 | $4.40M | 0.87% | +2,888+7.6% | Added |
| Caldwell Trust Co | 40,925 | $4.38M | 0.60% | +563+1.4% | Added |
| Greenwich Wealth Management LLC | 40,716 | $4.36M | 0.46% | −120.0% | Reduced |
| Intech Investment Management LLC | 40,463 | $4.34M | 0.06% | −7,413−15.5% | Reduced |
| Lake Street Advisors Group, LLC | 40,013 | $4.29M | 0.25% | −93−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 39,569 | $4.24M | 0.11% | −184−0.5% | Reduced |
| CTC LLC | 39,566 | $4.24M | 0.19% | −11,395−22.4% | Reduced |
| Carret Asset Management, LLC | 39,530 | $4.24M | 0.59% | −1,540−3.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 39,117 | $4.19M | 0.55% | −25,005−39.0% | Reduced |
| Bill Few Associates, Inc. | 38,726 | $4.15M | 2.17% | −20−0.1% | Reduced |
| Ayrshire Capital Management LLC | 38,639 | $4.14M | 2.68% | +363+0.9% | Added |
| Harbor Investment Advisory, LLC | 38,459 | $4.12M | 0.54% | −3,145−7.6% | Reduced |
| Candriam Luxembourg S.C.A. | 38,236 | $4.10M | 0.03% | −1,014−2.6% | Reduced |
| Retireful, LLC | 38,166 | $4.09M | 1.95% | +38,166 | New |
| JustInvest LLC | 38,144 | $4.09M | 0.12% | +4,792+14.4% | Added |
| Resources Management Corp | 38,093 | $4.08M | 0.66% | +520+1.4% | Added |
| Iat Reinsurance Co Ltd. | 38,000 | $4.07M | 0.81% | 00.0% | Unchanged |
| First Interstate Bank | 37,991 | $4.07M | 0.35% | +1,742+4.8% | Added |
| Wedbush Securities Inc | 37,750 | $4.04M | 0.20% | −2,347−5.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 37,361 | $4.00M | 0.44% | −625−1.6% | Reduced |
| Graypoint LLC | 37,279 | $3.99M | 0.38% | +664+1.8% | Added |
| Kingfisher Capital LLC | 36,882 | $3.95M | 1.08% | +466+1.3% | Added |
| Lake Street Financial LLC | 36,468 | $3.95M | 0.71% | +1,055+3.0% | Added |
| New Mexico Educational Retirement Board | 36,800 | $3.94M | 0.17% | +36,800 | New |
| Thompson Siegel & Walmsley LLC | 36,645 | $3.93M | 0.07% | −36,000−49.6% | Reduced |
| Ziegler Capital Management, LLC | 36,494 | $3.91M | 0.16% | −230−0.6% | Reduced |
| Ellsworth Advisors, LLC | 41,343 | $3.90M | 1.38% | +195+0.5% | Added |
| Core Alternative Capital | 36,339 | $3.89M | 0.60% | +3,838+11.8% | Added |
| Wellington Shields & Co., LLC | 36,290 | $3.89M | 0.97% | −754−2.0% | Reduced |
| Hedeker Wealth, LLC | 36,149 | $3.87M | 1.34% | −4,139−10.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 35,824 | $3.84M | 1.31% | +1,071+3.1% | Added |
| Argonautica Private Wealth Management, Inc | 35,747 | $3.83M | 1.72% | +109+0.3% | Added |
| Soltis Investment Advisors LLC | 35,702 | $3.83M | 0.49% | +29,410+467.4% | Added |
| Transform Wealth, LLC | 35,643 | $3.82M | 0.40% | −35,243−49.7% | Reduced |
| Wade G W & Inc | 35,482 | $3.80M | 0.14% | +1,697+5.0% | Added |
| Integrated Wealth Concepts LLC | 35,481 | $3.80M | 0.07% | −7,704−17.8% | Reduced |
| Old Second National Bank of Aurora | 35,265 | $3.78M | 1.15% | −451−1.3% | Reduced |
| Sierra Capital LLC | 34,750 | $3.72M | 0.60% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 34,737 | $3.72M | 1.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 34,652 | $3.71M | 0.04% | −262−0.8% | Reduced |
| Synovus Financial Corp | 34,562 | $3.70M | 0.04% | +94+0.3% | Added |
| Easterly Investment Partners LLC | 34,340 | $3.68M | 0.41% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 34,289 | $3.67M | 0.11% | +8,306+32.0% | Added |
| 1st Source Bank | 34,089 | $3.65M | 0.25% | −734−2.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 33,990 | $3.64M | 1.60% | −1,088−3.1% | Reduced |
| Bard Financial Services, Inc. | 33,500 | $3.59M | 0.44% | +2,000+6.3% | Added |
| Cannell Peter B & Co Inc | 33,273 | $3.56M | 0.12% | −5,711−14.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 33,187 | $3.56M | 0.18% | −235−0.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 33,070 | $3.54M | 0.56% | +11,359+52.3% | Added |
| Colonial Trust Co | 32,934 | $3.53M | 0.87% | −461−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 32,886 | $3.52M | 0.08% | −194−0.6% | Reduced |
| Pacitti Group Inc. | 32,609 | $3.49M | 2.44% | −563−1.7% | Reduced |
| Commerce Bank | 32,295 | $3.46M | 0.03% | +867+2.8% | Added |
| Crossmark Global Holdings, Inc. | 32,239 | $3.39M | 0.08% | +28,217+701.6% | Added |
| Insigneo Advisory Services, LLC | 31,409 | $3.37M | 0.69% | +245+0.8% | Added |
| Howland Capital Management LLC | 31,373 | $3.36M | 0.20% | +14,595+87.0% | Added |
| City of London Investment Management Co Ltd | 31,121 | $3.33M | 0.29% | 00.0% | Unchanged |
| Spire Wealth Management | 31,109 | $3.33M | 0.13% | +1,537+5.2% | Added |
| Kaizen Financial Strategies | 30,534 | $3.27M | 2.77% | +288+1.0% | Added |
| Sculati Wealth Management, LLC | 30,522 | $3.27M | 1.67% | +253+0.8% | Added |
| Tredje AP-fonden | 30,438 | $3.26M | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 30,286 | $3.24M | 0.04% | −8,159−21.2% | Reduced |
| Orion Portfolio Solutions, LLC | 30,286 | $3.24M | 0.04% | −8,159−21.2% | Reduced |