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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 11,169 | $1.20M | 0.44% | −49−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,150 | $1.19M | 0.90% | +300+2.8% | Added |
| Beaumont Financial Advisors, LLC | 11,132 | $1.19M | 0.12% | +697+6.7% | Added |
| WMS Partners, LLC | 11,120 | $1.19M | 0.09% | +138+1.3% | Added |
| Sowell Financial Services LLC | 11,120 | $1.19M | 0.07% | −492−4.2% | Reduced |
| Sheets Smith Wealth Management | 11,114 | $1.19M | 0.18% | −275−2.4% | Reduced |
| E&G Advisors, LP | 11,084 | $1.19M | 0.43% | −200−1.8% | Reduced |
| TBH Global Asset Management, LLC | 11,079 | $1.19M | 0.23% | +85+0.8% | Added |
| Chickasaw Capital Management LLC | 11,066 | $1.19M | 0.06% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 11,048 | $1.18M | 0.12% | +2,757+33.3% | Added |
| Procyon Private Wealth Partners, LLC | 11,033 | $1.18M | 0.12% | +3,282+42.3% | Added |
| CenterBook Partners LP | 11,014 | $1.18M | 0.15% | −29,679−72.9% | Reduced |
| Ar Asset Management Inc | 11,000 | $1.18M | 0.33% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 11,005 | $1.18M | 0.16% | +11,005 | New |
| Confluence Investment Management LLC | 11,000 | $1.18M | 0.02% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 10,933 | $1.17M | 0.42% | +10,933 | New |
| Almanack Investment Partners, LLC. | 10,929 | $1.17M | 0.23% | −500−4.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,864 | $1.16M | 0.71% | +251+2.4% | Added |
| Colony Group LLC | 10,865 | $1.16M | 0.02% | −34−0.3% | Reduced |
| TD Private Client Wealth LLC | 10,864 | $1.16M | 0.05% | −725−6.3% | Reduced |
| Diversified Trust Co | 10,830 | $1.16M | 0.04% | +2,658+32.5% | Added |
| Lazard Asset Management LLC | 10,785 | $1.15M | 0.00% | −13,960−56.4% | Reduced |
| Disciplined Equity Management, Inc. | 10,752 | $1.15M | 0.96% | +280+2.7% | Added |
| Chapin Davis, Inc. | 10,620 | $1.14M | 0.54% | −990−8.5% | Reduced |
| Country Club Bank | 10,485 | $1.13M | 0.09% | −1,000−8.7% | Reduced |
| Private Trust Co NA | 10,502 | $1.13M | 0.15% | −33−0.3% | Reduced |
| Advisory Research Inc | 10,498 | $1.12M | 0.16% | −675−6.0% | Reduced |
| GraniteShares Advisors LLC | 10,455 | $1.12M | 1.04% | +10,455 | New |
| Moseley Investment Management Inc | 10,401 | $1.11M | 0.67% | −2,539−19.6% | Reduced |
| Legacy Advisors, LLC | 10,341 | $1.11M | 0.18% | −723−6.5% | Reduced |
| Meeder Advisory Services, Inc. | 10,329 | $1.11M | 0.14% | −1,180−10.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,071 | $1.10M | 0.19% | −5,001−70.7% | Reduced |
| Dark Forest Capital Management LP | 10,223 | $1.10M | 0.09% | −177,641−94.6% | Reduced |
| David Loasby | 10,435 | $1.09M | 0.12% | +2,628+33.7% | Added |
| Fund Management at Engine No. 1 LLC | 10,152 | $1.09M | 0.17% | +959+10.4% | Added |
| Cary Street Partner Investment Advisory LLC | 10,126 | $1.08M | 0.06% | +1,159+12.9% | Added |
| Douglass Winthrop Advisors, LLC | 10,100 | $1.08M | 0.03% | −225−2.2% | Reduced |
| Greenwood Capital Associates LLC | 10,042 | $1.08M | 0.16% | +10,042 | New |
| Quantinno Capital Management LP | 10,020 | $1.07M | 0.05% | +7,060+238.5% | Added |
| Donald L. Hagan, LLC | 10,000 | $1.07M | 0.64% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 10,000 | $1.07M | 0.24% | +30.0% | Added |
| Curated Wealth Partners LLC | 9,988 | $1.07M | 0.19% | −8−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 9,949 | $1.07M | 0.04% | +375+3.9% | Added |
| Fulton Bank, N.A. | 9,914 | $1.06M | 0.05% | +6,041+156.0% | Added |
| Horizon Kinetics Asset Management LLC | 9,900 | $1.06M | 0.02% | +2,000+25.3% | Added |
| Financial Counselors Inc | 9,838 | $1.05M | 0.02% | +750+8.3% | Added |
| Union Savings Bank | 9,834 | $1.05M | 0.66% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,811 | $1.05M | 0.03% | +2,072+26.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,762 | $1.05M | 0.25% | −494−4.8% | Reduced |
| Sandy Cove Advisors, LLC | 9,717 | $1.04M | 0.60% | −105−1.1% | Reduced |
| Cambridge Trust Co | 9,680 | $1.04M | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,680 | $1.04M | 0.12% | −405−4.0% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $1.03M | 0.34% | 00.0% | Unchanged |
| Central Trust Co | 9,655 | $1.03M | 0.03% | −1,385−12.5% | Reduced |
| Tradition Wealth Management, LLC | 9,591 | $1.03M | 0.12% | +309+3.3% | Added |
| River Street Advisors LLC | 9,551 | $1.02M | 0.97% | +337+3.7% | Added |
| Callan Capital, LLC | 9,491 | $1.02M | 0.11% | +1,905+25.1% | Added |
| RFG Advisory, LLC | 9,479 | $1.02M | 0.05% | −1,441−13.2% | Reduced |
| Bank Ozk | 9,475 | $1.02M | 0.56% | +5,733+153.2% | Added |
| Horizon Investments, LLC | 9,402 | $998.6K | 0.03% | +9,402 | New |
| Cantor Fitzgerald, L. P. | 9,300 | $996.4K | 0.03% | −115−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 9,289 | $995.3K | 0.02% | −2,901−23.8% | Reduced |
| Davis Investment Partners, LLC | 9,540 | $994.0K | 0.53% | −130−1.3% | Reduced |
| United Bank | 9,239 | $989.9K | 0.59% | −1,056−10.3% | Reduced |
| Clarius Group, LLC | 9,226 | $988.4K | 0.09% | +68+0.7% | Added |
| Dakota Wealth Management | 9,224 | $988.3K | 0.04% | −101−1.1% | Reduced |
| Morse Asset Management, Inc | 9,211 | $987.0K | 0.31% | +3,261+54.8% | Added |
| Aspen Grove Capital, LLC | 9,179 | $983.5K | 0.37% | +608+7.1% | Added |
| Tiedemann Advisors, LLC | 9,028 | $975.9K | 0.04% | +211+2.4% | Added |
| Cornerstone National Bank & Trust Co | 9,100 | $975.0K | 0.60% | −148−1.6% | Reduced |
| Lion Street Advisors, LLC | 9,048 | $969.5K | 0.32% | +9,048 | New |
| La Banque Postale Asset Management SA | 9,021 | $966.5K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 9,020 | $966.4K | 0.19% | −960−9.6% | Reduced |
| Strategic Blueprint, LLC | 9,015 | $965.9K | 0.09% | +438+5.1% | Added |
| Pictet North America Advisors SA | 8,974 | $961.5K | 0.14% | 00.0% | Unchanged |
| First Pacific Financial | 8,879 | $951.3K | 0.42% | −412−4.4% | Reduced |
| Mayflower Financial Advisors, LLC | 8,872 | $950.6K | 0.14% | −73−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 8,813 | $944.2K | 0.41% | +8,813 | New |
| Cooper Financial Group | 8,782 | $940.9K | 0.23% | −248−2.7% | Reduced |
| Latash Investments, LLC | 8,774 | $940.0K | 0.80% | 00.0% | Unchanged |
| Inscription Capital, LLC | 8,754 | $938.0K | 0.31% | −5,850−40.1% | Reduced |
| Baxter Bros Inc | 8,744 | $936.8K | 0.14% | +30+0.3% | Added |
| Lowe Brockenbrough & Co Inc | 8,717 | $933.9K | 0.07% | −33−0.4% | Reduced |
| Citadel Advisors LLC | 8,658 | $927.6K | 0.00% | −2,816,468−99.7% | Reduced |
| Avory & Company, LLC | 8,650 | $926.8K | 0.79% | −2,767−24.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $921.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 8,597 | $921.0K | 0.15% | +7,186+509.3% | Added |
| PFG Investments, LLC | 8,567 | $917.8K | 0.17% | +3,616+73.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $912.7K | 0.46% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 8,504 | $911.1K | 0.36% | +1,000+13.3% | Added |
| PBMares Wealth Management LLC | 8,503 | $911.0K | 0.33% | 00.0% | Unchanged |
| Apexium Financial, LP | 8,499 | $910.6K | 0.09% | +20.0% | Added |
| Nicolet Bankshares Inc | 8,416 | $901.7K | 0.28% | −5,902−41.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 8,369 | $896.6K | 0.29% | −290−3.3% | Reduced |
| Forum Financial Management, LP | 8,362 | $895.9K | 0.02% | +41+0.5% | Added |
| Atomi Financial Group, Inc. | 8,359 | $895.6K | 0.30% | −497−5.6% | Reduced |
| M&R Capital Management Inc | 8,345 | $894.1K | 0.24% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8,336 | $893.1K | 0.40% | −1,072−11.4% | Reduced |
| LBMC Investment Advisors, LLC | 8,647 | $892.6K | 0.09% | +20.0% | Added |
| MidWestOne Financial Group, Inc. | 8,295 | $888.7K | 0.20% | −356−4.1% | Reduced |