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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 22,517 | $2.41M | 0.09% | −1,001−4.3% | Reduced |
| Girard Partners Ltd. | 22,485 | $2.41M | 0.27% | +694+3.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,402 | $2.40M | 0.06% | +22,402 | New |
| Northwest & Ethical Investments L.P. | 22,380 | $2.40M | 0.08% | −2,480−10.0% | Reduced |
| Swiss Life Asset Management Ltd | 22,212 | $2.38M | 0.04% | +18,979+587.0% | Added |
| Ally Financial Inc. | 22,000 | $2.36M | 0.35% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,954 | $2.35M | 0.08% | +393+1.8% | Added |
| True North Advisors, LLC | 21,885 | $2.34M | 0.72% | +631+3.0% | Added |
| HB Wealth Management, LLC | 21,864 | $2.34M | 0.04% | −140−0.6% | Reduced |
| Resource Consulting Group Inc | 21,828 | $2.34M | 0.45% | −438−2.0% | Reduced |
| WealthPLAN Partners, LLC | 21,697 | $2.32M | 0.27% | +7,241+50.1% | Added |
| Pearl River Capital, LLC | 21,618 | $2.32M | 0.36% | +21,618 | New |
| Kampmann Melissa S. | 21,600 | $2.31M | 2.23% | +21,600 | New |
| AIA Group Ltd | 21,401 | $2.29M | 0.11% | +4,092+23.6% | Added |
| Stonegate Investment Group, LLC | 21,367 | $2.29M | 0.08% | −698−3.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,255 | $2.28M | 0.03% | +178+0.8% | Added |
| Aviance Capital Partners, LLC | 21,248 | $2.28M | 0.51% | −3,103−12.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 20,889 | $2.24M | 0.23% | +10.0% | Added |
| CoreCap Advisors, LLC | 20,854 | $2.23M | 0.16% | −334−1.6% | Reduced |
| Huntington National Bank | 20,849 | $2.23M | 0.02% | −47−0.2% | Reduced |
| Intellectus Partners, LLC | 20,828 | $2.23M | 0.71% | −986−4.5% | Reduced |
| Alaethes Wealth LLC | 20,825 | $2.23M | 1.22% | −102−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,619 | $2.21M | 0.01% | +20,619 | New |
| Sigma Planning Corp | 20,610 | $2.21M | 0.08% | −1,512−6.8% | Reduced |
| EP Wealth Advisors, LLC | 20,555 | $2.20M | 0.03% | +10,238+99.2% | Added |
| Canton Hathaway, LLC | 20,552 | $2.20M | 0.70% | −500−2.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,548 | $2.20M | 0.09% | −442−2.1% | Reduced |
| Bay Rivers Group | 20,481 | $2.19M | 1.69% | +74+0.4% | Added |
| Northcape Wealth Management, LLC | 20,424 | $2.19M | 0.84% | −17,177−45.7% | Reduced |
| Arete Wealth Advisors, LLC | 20,244 | $2.17M | 0.38% | −637−3.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 20,036 | $2.15M | 0.10% | −9,879−33.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,985 | $2.14M | 0.10% | +1,150+6.1% | Added |
| Principle Wealth Partners LLC | 19,819 | $2.12M | 0.21% | +20.0% | Added |
| Coastline Trust Co | 19,788 | $2.12M | 0.31% | +5,228+35.9% | Added |
| TownSquare Capital, LLC | 19,762 | $2.12M | 0.04% | −2,668−11.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,615 | $2.10M | 0.13% | −207−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 19,588 | $2.10M | 0.08% | +429+2.2% | Added |
| Ellerson Group Inc | 19,542 | $2.09M | 1.95% | −122−0.6% | Reduced |
| Red Door Wealth Management, LLC | 19,423 | $2.08M | 0.52% | −159−0.8% | Reduced |
| Waterloo Capital, L.P. | 19,413 | $2.08M | 0.61% | −3,231−14.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,368 | $2.08M | 0.33% | −125−0.6% | Reduced |
| Schechter Investment Advisors, LLC | 19,345 | $2.07M | 0.20% | −1,108−5.4% | Reduced |
| Squarepoint Ops LLC | 19,266 | $2.06M | 0.01% | +19,266 | New |
| Vinva Investment Management Ltd | 19,049 | $2.06M | 0.20% | −2,124−10.0% | Reduced |
| Field & Main Bank | 19,115 | $2.05M | 0.96% | +65+0.3% | Added |
| SFMG, LLC | 18,954 | $2.03M | 0.21% | −1,149−5.7% | Reduced |
| Rehmann Capital Advisory Group | 18,945 | $2.03M | 0.19% | −199−1.0% | Reduced |
| Penbrook Management LLC | 18,923 | $2.03M | 1.49% | −500−2.6% | Reduced |
| Intrepid Financial Planning Group LLC | 18,921 | $2.03M | 1.05% | −543−2.8% | Reduced |
| King Wealth | 18,921 | $2.03M | 0.43% | +30.0% | Added |
| United Services Automobile Association | 18,861 | $2.02M | 0.05% | +18,861 | New |
| XML Financial, LLC | 18,844 | $2.02M | 0.24% | −469−2.4% | Reduced |
| Pennsylvania Capital Management Inc | 18,836 | $2.02M | 0.84% | −1,175−5.9% | Reduced |
| Nomura Holdings Inc | 18,790 | $2.01M | 0.02% | −43,070−69.6% | Reduced |
| Fiduciary Trust Co | 18,781 | $2.01M | 0.04% | −1,365−6.8% | Reduced |
| First Foundation Advisors | 18,773 | $2.01M | 0.09% | −148,333−88.8% | Reduced |
| Valley National Advisers Inc | 18,571 | $1.99M | 0.35% | −843−4.3% | Reduced |
| South Dakota Investment Council | 18,480 | $1.98M | 0.05% | +5,046+37.6% | Added |
| Hudock, Inc. | 18,433 | $1.98M | 0.47% | +611+3.4% | Added |
| Platform Technology Partners | 18,416 | $1.97M | 0.92% | +568+3.2% | Added |
| Riverpark Capital Management LLC | 18,297 | $1.96M | 3.55% | −2,163−10.6% | Reduced |
| Royal Capital Wealth Management, LLC | 18,267 | $1.96M | 1.88% | −89−0.5% | Reduced |
| Hunting Hill Global Capital, LLC | 18,260 | $1.96M | 0.92% | +3,465+23.4% | Added |
| Savant Capital, LLC | 18,155 | $1.95M | 0.03% | −334−1.8% | Reduced |
| Blue Square Asset Management, LLC | 18,113 | $1.94M | 1.43% | +887+5.1% | Added |
| Rational Advisors LLC | 18,000 | $1.93M | 0.17% | −50,385−73.7% | Reduced |
| TrinityPoint Wealth, LLC | 17,950 | $1.92M | 0.38% | −18−0.1% | Reduced |
| Herbst Group, LLC | 17,750 | $1.90M | 1.36% | +800+4.7% | Added |
| Regions Financial Corp | 17,736 | $1.90M | 0.02% | +1,493+9.2% | Added |
| Litman Gregory Asset Management LLC | 17,625 | $1.89M | 0.19% | +17,625 | New |
| GPS Wealth Strategies Group, LLC | 17,552 | $1.88M | 0.36% | +260+1.5% | Added |
| Covenant Asset Management, LLC | 17,544 | $1.88M | 0.58% | +30+0.2% | Added |
| Worldquant Millennium Advisors LLC | 17,514 | $1.88M | 0.03% | +17,514 | New |
| Connectus Wealth, LLC | 17,476 | $1.87M | 0.04% | −60.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 17,419 | $1.87M | 0.22% | −354−2.0% | Reduced |
| Axq Capital, LP | 17,400 | $1.86M | 0.66% | +17,400 | New |
| Park Avenue Securities LLC | 17,327 | $1.86M | 0.03% | −2,707−13.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 17,261 | $1.85M | 2.44% | −855−4.7% | Reduced |
| Institute for Wealth Management, LLC. | 17,244 | $1.85M | 0.34% | −162−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 16,996 | $1.82M | 0.13% | −421−2.4% | Reduced |
| Strategic Investment Solutions, Inc. | 17,451 | $1.82M | 0.02% | +17,174+6,200.0% | Added |
| Capital Investment Advisors, LLC | 16,904 | $1.81M | 0.05% | +2,796+19.8% | Added |
| Hyman Charles D | 16,873 | $1.81M | 0.12% | −1,550−8.4% | Reduced |
| Krilogy Financial LLC | 16,778 | $1.80M | 0.16% | −1,354−7.5% | Reduced |
| Udine Wealth Management, Inc. | 16,755 | $1.80M | 1.74% | +246+1.5% | Added |
| Hodges Capital Management Inc. | 16,725 | $1.79M | 0.21% | +16,725 | Added |
| First National Bank Sioux Falls | 16,693 | $1.79M | 1.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 16,571 | $1.78M | 0.18% | +6,151+59.0% | Added |
| Joel Isaacson & Co., LLC | 16,429 | $1.76M | 0.12% | +121+0.7% | Added |
| Level Four Advisory Services, LLC | 16,424 | $1.76M | 0.11% | −480−2.8% | Reduced |
| Moody National Bank Trust Division | 16,303 | $1.75M | 0.11% | +6,741+70.5% | Added |
| Alberta Investment Management Corp | 16,300 | $1.75M | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 16,240 | $1.74M | 0.19% | +663+4.3% | Added |
| Dynamic Advisor Solutions LLC | 16,227 | $1.74M | 0.08% | −651−3.9% | Reduced |
| Marion Wealth Management | 16,176 | $1.73M | 0.61% | +84+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 16,116 | $1.73M | 0.11% | +1,386+9.4% | Added |
| Insight Advisors, LLC | 16,108 | $1.73M | 0.40% | −660−3.9% | Reduced |
| Citizens & Northern Corp | 16,100 | $1.72M | 0.69% | +84+0.5% | Added |
| Ameritas Advisory Services, LLC | 16,316 | $1.72M | 0.09% | +11,207+219.4% | Added |
| Acorn Wealth Advisors, LLC | 15,984 | $1.71M | 1.14% | −328−2.0% | Reduced |