Skip to main content

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.

Institutional holdersQ3 2023: 1,667 institutions
Q1 2021: 1,188 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,438 institutionsQ4 2021: 1,636 institutionsQ1 2022: 1,676 institutionsQ2 2022: 1,585 institutionsQ3 2022: 1,533 institutionsQ4 2022: 1,555 institutionsQ1 2023: 1,561 institutionsQ2 2023: 1,585 institutionsQ3 2023: 1,667 institutionsQ4 2023: 1,809 institutionsQ1 2024: 1,848 institutionsQ2 2024: 1,865 institutionsQ3 2024: 1,938 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,084 institutionsQ2 2025: 2,112 institutionsQ3 2025: 2,205 institutionsQ4 2025: 2,287 institutionsQ1 2026: 2,137 institutionsQ2 2026: 2,157 institutions
Value heldQ3 2023: $53.3B
Q1 2021: $30.8BQ2 2021: $41.9BQ3 2021: $49.6BQ4 2021: $56.3BQ1 2022: $55.9BQ2 2022: $39.9BQ3 2022: $37.2BQ4 2022: $33.9BQ1 2023: $40.3BQ2 2023: $42.4BQ3 2023: $53.3BQ4 2023: $65.6BQ1 2024: $64.9BQ2 2024: $61.6BQ3 2024: $77.8BQ4 2024: $88.4BQ1 2025: $71.5BQ2 2025: $76.6BQ3 2025: $87.1BQ4 2025: $79.0BQ1 2026: $60.3BQ2 2026: $63.4B
Institutions holding BX and their total value by quarter
QuarterHoldersValue
Q2 20262,157$63.4B
Q1 20262,137$60.3B
Q4 20252,287$79.0B
Q3 20252,205$87.1B
Q2 20252,112$76.6B
Q1 20252,084$71.5B
Q4 20242,135$88.4B
Q3 20241,938$77.8B
Q2 20241,865$61.6B
Q1 20241,848$64.9B
Q4 20231,809$65.6B
Q3 20231,667$53.3B
Q2 20231,585$42.4B
Q1 20231,561$40.3B
Q4 20221,555$33.9B
Q3 20221,533$37.2B
Q2 20221,585$39.9B
Q1 20221,676$55.9B
Q4 20211,636$56.3B
Q3 20211,438$49.6B
Q2 20211,323$41.9B
Q1 20211,188$30.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2023.

Institutions holding BX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
O'Shaughnessy Asset Management, LLC30,248$3.24M0.05%+9,970+49.2%Added
First Manhattan Co30,155$3.23M0.01%+16+0.1%Added
Shepherd Financial Partners LLC29,781$3.19M0.50%−67−0.2%Reduced
StoneX Group Inc.29,583$3.17M0.34%+2,604+9.7%Added
Torray LLC29,516$3.16M0.56%+782+2.7%Added
Modus Advisors, LLC29,479$3.16M1.38%+168+0.6%Added
Q Capital Solutions29,476$3.16M3.43%+2,495+9.2%Added
united american securities inc. (d/b/a uas asset management)29,405$3.15M0.96%+29,405New
Jag Capital Management, LLC29,401$3.15M0.38%+1,877+6.8%Added
Metropolitan Life Insurance Co29,365$3.15M0.16%+29,365New
Metis Global Partners, LLC29,268$3.14M0.15%+15,359+110.4%Added
Capital Planning Advisors, LLC29,120$3.12M0.65%+85+0.3%Added
Edge Capital Group, LLC29,026$3.11M0.20%−44,094−60.3%Reduced
Walleye Trading LLC28,992$3.11M0.07%+28,992New
Modera Wealth Management, LLC28,553$3.06M0.06%+1,278+4.7%Added
Somerset Group LLC28,339$3.04M2.86%−85−0.3%Reduced
Kayne Anderson Capital Advisors LP28,300$3.03M0.09%00.0%Unchanged
Miracle Mile Advisors, LLC28,221$3.02M0.09%+1,652+6.2%Added
Sutton Wealth Advisors Inc.28,176$3.02M1.48%+1,170+4.3%Added
Wealth Effects LLC28,075$3.01M1.49%−221−0.8%Reduced
Tealwood Asset Management Inc28,049$3.00M1.54%−207−0.7%Reduced
Avitas Wealth Management LLC28,023$3.00M0.57%−81−0.3%Reduced
Sawtooth Solutions, LLC27,892$2.99M0.10%−11,276−28.8%Reduced
Bleakley Financial Group, LLC27,892$2.99M0.11%−11,276−28.8%Reduced
Wolverine Trading, LLC27,583$2.96M0.03%−66,381−70.6%Reduced
Tiaa Trust, National Association27,393$2.93M0.01%+27,393New
Next Level Private LLC27,235$2.92M1.94%+107+0.4%Added
Jump Financial, LLC27,223$2.92M0.11%+19,747+264.1%Added
Ballast Advisors LLC27,203$2.91M1.16%−4,533−14.3%Reduced
Legacy Capital Wealth Partners, LLC27,147$2.91M0.80%−738−2.6%Reduced
Dai-Ichi Life Insurance Company, Ltd27,137$2.91M0.06%−291,583−91.5%Reduced
Slagle Financial, LLC27,109$2.90M1.78%+1,015+3.9%Added
Summit Place Financial Advisors, LLC26,969$2.89M2.06%−1,735−6.0%Reduced
Holderness Investments Co26,952$2.89M1.12%−138−0.5%Reduced
Tyler-Stone Wealth Management26,890$2.88M1.65%−293−1.1%Reduced
Resolute Wealth Strategies, LLC26,860$2.88M2.15%−85−0.3%Reduced
Glassy Mountain Advisors, Inc.26,735$2.86M1.36%−4,299−13.9%Reduced
Ethic Inc.26,697$2.86M0.10%+3,894+17.1%Added
Good Life Advisors, LLC26,608$2.85M0.33%−762−2.8%Reduced
Congress Wealth Management LLC26,516$2.84M0.06%+5,022+23.4%Added
Cohen Investment Advisors LLC26,446$2.83M2.28%−674−2.5%Reduced
Beech Hill Advisors, Inc.26,445$2.83M1.43%−312−1.2%Reduced
DFPG Investments, LLC29,215$2.83M0.26%+7,284+33.2%Added
Capital Management Associates26,343$2.82M4.16%−131−0.5%Reduced
Flagship Harbor Advisors, LLC26,269$2.81M0.23%+719+2.8%Added
Alps Advisors Inc26,200$2.81M0.02%−79,477−75.2%Reduced
Brown Brothers Harriman & Co26,152$2.80M0.02%+7,477+40.0%Added
Grandview Asset Management LLC26,065$2.79M1.60%−26,006−49.9%Reduced
Thomas Story & Son LLC26,066$2.79M1.36%−610−2.3%Reduced
Register Financial Advisors LLC26,040$2.79M2.04%−3,018−10.4%Reduced
Community Trust & Investment Co26,029$2.79M0.23%−6,912−21.0%Reduced
International Assets Investment Management, LLC26,040$2.77M0.38%−4,771−15.5%Reduced
Robeco Institutional Asset Management B.V.25,804$2.76M0.01%+2,427+10.4%Added
Retirement Planning Co of New England, Inc.25,782$2.76M1.54%−5,072−16.4%Reduced
Abbot Financial Management, Inc.25,544$2.74M1.84%−47−0.2%Reduced
Allworth Financial LP25,427$2.72M0.02%+6,859+36.9%Added
Lincoln National Corp25,341$2.72M0.05%−2,145−7.8%Reduced
11 Capital Partners LP25,200$2.70M1.49%−96,689−79.3%Reduced
Sterling Investment Advisors, Ltd.25,163$2.70M0.94%−517−2.0%Reduced
Wealthspire Advisors, LLC25,122$2.69M0.04%+1,350+5.7%Added
Compass Ion Advisors, LLC25,048$2.68M0.46%−1,287−4.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.24,938$2.68M0.04%+11,153+80.9%Added
Kentucky Farm Bureau Mutual Insurance Co25,000$2.68M0.77%00.0%Unchanged
Capital City Trust Co24,815$2.66M0.88%−6,317−20.3%Reduced
Brown, Lisle/Cummings, Inc.24,756$2.65M1.20%+2,400+10.7%Added
Dudley Capital Management, LLC24,753$2.65M1.86%+157+0.6%Added
Glenmede Trust Co NA24,635$2.64M0.02%−1,474−5.6%Reduced
Bridgewater Associates, LP24,610$2.64M0.02%00.0%Unchanged
Diligent Investors, LLC24,555$2.63M0.80%+34+0.1%Added
Kentucky Retirement Systems Insurance Trust Fund24,530$2.63M0.20%+24,530New
Oxbow Advisors, LLC24,495$2.62M0.41%00.0%Unchanged
RKL Wealth Management LLC24,380$2.61M0.32%−227−0.9%Reduced
Means Investment Co., Inc.24,122$2.58M0.42%−1,838−7.1%Reduced
Choate Investment Advisors24,043$2.58M0.10%+14,091+141.6%Added
Cullinan Associates Inc24,042$2.58M0.15%00.0%Unchanged
Garrett Investment Advisors LLC24,024$2.57M0.35%−230−0.9%Reduced
Fortune Financial Advisors, LLC23,948$2.57M1.96%+797+3.4%Added
Berkshire Asset Management LLC23,925$2.56M0.16%−130−0.5%Reduced
RiverPark Advisors, LLC23,901$2.56M2.31%−4,755−16.6%Reduced
Essex Financial Services, Inc.23,893$2.56M0.30%−1,261−5.0%Reduced
Boston Financial Mangement LLC23,887$2.56M0.10%−1,064−4.3%Reduced
Allen Investment Management LLC23,857$2.56M0.04%00.0%Unchanged
Mastrapasqua Asset Management Inc23,815$2.55M0.30%−1,850−7.2%Reduced
Wiley Bros.-Aintree Capital, LLC23,792$2.55M1.19%−2,990−11.2%Reduced
J.W. Cole Advisors, Inc.23,734$2.54M0.19%+349+1.5%Added
Johnson Investment Counsel Inc23,582$2.53M0.03%+317+1.4%Added
Centaurus Financial, Inc.23,568$2.52M0.22%−3,957−14.4%Reduced
Westside Investment Management, Inc.23,513$2.52M0.73%−1,580−6.3%Reduced
Raymond James Trust N.A.23,363$2.50M0.07%−1,282−5.2%Reduced
Laidlaw Wealth Management LLC23,244$2.49M0.82%−2,027−8.0%Reduced
PEAK6 Investments LLC23,178$2.48M0.12%−57,550−71.3%Reduced
Norinchukin Bank, The23,170$2.48M0.06%+23,170New
Accuvest Global Advisors23,084$2.47M1.36%−53,569−69.9%Reduced
Stock Yards Bank & Trust Co22,981$2.46M0.10%+3,832+20.0%Added
Assetmark, Inc22,862$2.45M0.01%+4,107+21.9%Added
Prudential PLC22,833$2.45M0.03%−3,063−11.8%Reduced
1776 Wealth LLC22,797$2.44M1.29%00.0%Unchanged
Pine Valley Investments Ltd Liability Co22,734$2.44M0.23%+10,571+86.9%Added
Capital Group Investment Management Pte. Ltd.22,705$2.43M0.16%+378+1.7%Added
We Are One Seven, LLC22,588$2.42M0.19%+3,199+16.5%Added