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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 15,948 | $1.71M | 0.10% | +46+0.3% | Added |
| Richard P Slaughter Associates Inc | 15,941 | $1.71M | 0.46% | −389−2.4% | Reduced |
| Daymark Wealth Partners, LLC | 15,882 | $1.70M | 0.12% | −264−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 15,872 | $1.70M | 0.22% | −603−3.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15,835 | $1.70M | 0.12% | +1,488+10.4% | Added |
| Waters Parkerson & Co., LLC | 15,825 | $1.70M | 0.10% | +1,429+9.9% | Added |
| X-Square Capital, LLC | 18,123 | $1.69M | 1.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 15,578 | $1.67M | 0.08% | +49+0.3% | Added |
| Zevenbergen Capital Investments LLC | 15,530 | $1.66M | 0.04% | −250−1.6% | Reduced |
| Blue Fin Capital, Inc. | 15,497 | $1.66M | 0.48% | +1,506+10.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,426 | $1.65M | 0.98% | −415−2.6% | Reduced |
| Mutual Advisors, LLC | 15,352 | $1.64M | 0.06% | −1,477−8.8% | Reduced |
| Glenview Trust Co | 15,346 | $1.64M | 0.05% | −488−3.1% | Reduced |
| Harvest Investment Advisors, LLC | 15,302 | $1.64M | 1.47% | −184−1.2% | Reduced |
| StrongBox Wealth, LLC | 15,241 | $1.63M | 1.04% | +307+2.1% | Added |
| Summit Trail Advisors, LLC | 15,209 | $1.63M | 0.06% | +623+4.3% | Added |
| Pinnacle West Asset Management, Inc. | 15,165 | $1.63M | 1.59% | +690+4.8% | Added |
| Terra Nova Asset Management LLC | 17,455 | $1.62M | 1.48% | 00.0% | Unchanged |
| MWA Asset Management | 15,128 | $1.62M | 1.56% | +15,128 | New |
| Sit Investment Associates Inc | 15,100 | $1.62M | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 15,059 | $1.61M | 0.01% | +1,583+11.7% | Added |
| Kovack Advisors, Inc. | 15,055 | $1.61M | 0.23% | −2,990−16.6% | Reduced |
| Rossmore Private Capital | 15,026 | $1.61M | 0.24% | +200+1.3% | Added |
| Hills Bank & Trust Co | 14,981 | $1.61M | 0.19% | +517+3.6% | Added |
| EFG Asset Management (North America) Corp. | 14,953 | $1.60M | 0.38% | −575−3.7% | Reduced |
| WealthPlan Investment Management, LLC | 14,945 | $1.60M | 0.28% | +7,535+101.7% | Added |
| Stiles Financial Services Inc | 14,932 | $1.60M | 0.83% | +1,013+7.3% | Added |
| Western Wealth Management, LLC | 14,931 | $1.60M | 0.14% | +2,051+15.9% | Added |
| Vestcor Inc | 14,916 | $1.60M | 0.06% | −1,611−9.7% | Reduced |
| Wintrust Investments LLC | 14,893 | $1.60M | 0.17% | −2,160−12.7% | Reduced |
| Siemens Fonds Invest GmbH | 14,805 | $1.59M | 0.16% | +6,098+70.0% | Added |
| Panagora Asset Management Inc | 14,798 | $1.59M | 0.01% | −133,750−90.0% | Reduced |
| Redmond Asset Management, LLC | 14,714 | $1.58M | 0.56% | −35−0.2% | Reduced |
| Pittenger & Anderson Inc | 14,660 | $1.57M | 0.08% | −175−1.2% | Reduced |
| Renaissance Investment Group LLC | 14,382 | $1.54M | 0.43% | −565−3.8% | Reduced |
| Umb Bank N A | 14,147 | $1.52M | 0.02% | −1,904−11.9% | Reduced |
| Lodestone Wealth Management LLC | 14,119 | $1.51M | 1.07% | −63−0.4% | Reduced |
| Next Capital Management LLC | 14,104 | $1.51M | 0.68% | −2,357−14.3% | Reduced |
| Conway Capital Management, Inc. | 14,088 | $1.51M | 1.10% | +32+0.2% | Added |
| Investors Asset Management of Georgia Inc | 13,958 | $1.49M | 0.82% | −294−2.1% | Reduced |
| Zhang Financial LLC | 13,951 | $1.49M | 0.15% | +1,943+16.2% | Added |
| Great Lakes Retirement, Inc. | 13,906 | $1.49M | 0.27% | −39−0.3% | Reduced |
| Bellwether Advisors, LLC | 13,906 | $1.49M | 0.41% | +13,906 | New |
| Crescent Grove Advisors, LLC | 13,809 | $1.48M | 0.18% | −1,514−9.9% | Reduced |
| Klingman & Associates, LLC | 13,808 | $1.48M | 0.12% | −65−0.5% | Reduced |
| Caz Investments LP | 13,800 | $1.48M | 4.18% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,705 | $1.47M | 0.19% | +75+0.6% | Added |
| Xcel Wealth Management, LLC | 13,658 | $1.46M | 0.58% | −432−3.1% | Reduced |
| Matrix Private Capital Group LLC | 13,656 | $1.46M | 1.09% | +60.0% | Added |
| Independent Solutions Wealth Management, LLC | 13,640 | $1.46M | 0.40% | +438+3.3% | Added |
| Accretive Wealth Partners, LLC | 13,493 | $1.45M | 0.86% | +191+1.4% | Added |
| Valeo Financial Advisors, LLC | 13,447 | $1.44M | 0.07% | +3,184+31.0% | Added |
| Magnus Financial Group LLC | 13,410 | $1.44M | 0.21% | +1,222+10.0% | Added |
| Wambolt & Associates, LLC | 13,358 | $1.43M | 0.52% | +1,659+14.2% | Added |
| Lakeview Capital Partners, LLC | 13,292 | $1.42M | 0.28% | −758−5.4% | Reduced |
| King Luther Capital Management Corp | 13,232 | $1.42M | 0.01% | −57−0.4% | Reduced |
| Vontobel Holding Ltd. | 13,231 | $1.42M | 0.01% | −601−4.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,211 | $1.42M | 0.38% | +101+0.8% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.41M | 2.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 13,148 | $1.41M | 0.13% | −1,940−12.9% | Reduced |
| Keybank National Association | 13,112 | $1.40M | 0.01% | +6,015+84.8% | Added |
| Brave Asset Management Inc | 12,655 | $1.36M | 0.41% | 00.0% | Unchanged |
| First United Bank Trust | 12,645 | $1.35M | 0.63% | −255−2.0% | Reduced |
| Signaturefd, LLC | 12,626 | $1.35M | 0.04% | +1,425+12.7% | Added |
| WSFS Capital Management, LLC | 12,566 | $1.35M | 0.09% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 12,549 | $1.34M | 0.19% | +908+7.8% | Added |
| Baldwin Investment Management, LLC | 12,472 | $1.34M | 0.22% | +262+2.1% | Added |
| Accel Wealth Management | 12,450 | $1.33M | 0.74% | −182−1.4% | Reduced |
| Sandbox Financial Partners, LLC | 12,433 | $1.33M | 0.70% | −746−5.7% | Reduced |
| Bank Hapoalim BM | 12,422 | $1.33M | 0.22% | −1,913−13.3% | Reduced |
| Advisor Partners II, LLC | 12,410 | $1.33M | 0.05% | +1,738+16.3% | Added |
| Segment Wealth Management, LLC | 12,360 | $1.32M | 0.13% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 12,329 | $1.32M | 0.89% | −7−0.1% | Reduced |
| Ossiam | 12,272 | $1.31M | 0.02% | +2,032+19.8% | Added |
| First Hawaiian Bank | 12,245 | $1.31M | 0.04% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,231 | $1.31M | 0.21% | +18+0.1% | Added |
| Credit Agricole S A | 12,143 | $1.30M | 0.04% | +9,219+315.3% | Added |
| Dividend Assets Capital, LLC | 12,100 | $1.30M | 0.27% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 12,096 | $1.30M | 0.29% | −1,079−8.2% | Reduced |
| Welch & Forbes LLC | 11,997 | $1.29M | 0.02% | +31+0.3% | Added |
| Highlander Capital Management, LLC | 11,955 | $1.28M | 0.50% | +1,405+13.3% | Added |
| Verdence Capital Advisors LLC | 11,952 | $1.28M | 0.14% | +157+1.3% | Added |
| Marcum Wealth, LLC | 11,884 | $1.27M | 0.15% | +22+0.2% | Added |
| Norway Savings Bank | 11,788 | $1.26M | 0.62% | +265+2.3% | Added |
| Secure Asset Management, LLC | 11,638 | $1.25M | 0.37% | +108+0.9% | Added |
| RDA Financial Network | 11,598 | $1.24M | 0.54% | −160−1.4% | Reduced |
| Quantamental Technologies LLC | 11,566 | $1.24M | 1.16% | +11,566 | New |
| Banque Cantonale Vaudoise | 11,557 | $1.24M | 0.06% | 00.0% | Unchanged |
| Spirit of America Management Corp | 11,550 | $1.24M | 0.28% | +300+2.7% | Added |
| Walter & Keenan Financial Consulting Co | 11,527 | $1.24M | 0.48% | −639−5.3% | Reduced |
| Gotham Asset Management, LLC | 11,512 | $1.23M | 0.03% | +1,661+16.9% | Added |
| Castle Rock Wealth Management, LLC | 11,638 | $1.22M | 0.41% | +435+3.9% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,399 | $1.22M | 1.06% | −1,571−12.1% | Reduced |
| Mork Capital Management, LLC | 11,370 | $1.22M | 0.95% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 11,363 | $1.22M | 0.17% | +146+1.3% | Added |
| Advisor OS, LLC | 11,332 | $1.21M | 0.18% | +540+5.0% | Added |
| Carson Advisory Inc. | 11,320 | $1.21M | 1.06% | −100−0.9% | Reduced |
| Prio Wealth Limited Partnership | 11,266 | $1.21M | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,209 | $1.20M | 0.23% | +4,343+63.3% | Added |
| Nwam LLC | 11,197 | $1.20M | 0.12% | +2,242+25.0% | Added |