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Blackstone Inc.

BX
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NYSE
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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, Q2 2021

Institutional positions in Blackstone Inc. as of Jun 30, 2021. 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
1,323
+148 vs. Q1 2021
Shares held
431.6M
+21.5M (+5.3%) vs. Q1 2021
Total value
$41.9B
+$11.4B (+37.2%) vs. Q1 2021
New holders
201
482 more added
Sold out
53
422 more reduced

13 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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 holdersQ2 2021: 1,323 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 heldQ2 2021: $41.9B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2021.

Institutions holding BX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Joseph P. Lucia & Associates, LLC3$00.00%00.0%Unchanged
Kelly Financial Services LLC27,491$2830.01%+27,163+8,281.4%Added
Jones Financial Companies LLLP7$1.00K0.00%+7New
BerganKDV Wealth Management, LLC8$1.00K0.00%+8New
Montag A & Associates Inc23$2.00K0.00%00.0%Unchanged
FormulaFolio Investments, LLC25$2.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC21$2.00K0.00%00.0%Unchanged
Better Money Decisions, LLC33$3.00K0.00%00.0%Unchanged
Hoese & Co LLP27$3.00K0.00%+27New
West Paces Advisors Inc.35$3.40K0.00%+35New
HBC Financial Services, PLLC50$4.00K0.00%00.0%Unchanged
Investors Research Corp50$5.00K0.00%00.0%Unchanged
Larson Financial Group LLC48$5.00K0.00%00.0%Unchanged
American National Bank50$5.00K0.00%+50New
Atlas Private Wealth Advisors57$6.00K0.00%−343−85.8%Reduced
Resolute Partners Group66$6.00K0.00%+66New
Mizuho Securities Co. Ltd.81$8.00K0.00%00.0%Unchanged
MV Capital Management, Inc.81$8.00K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.85$8.00K0.01%+1+1.2%Added
First Financial Corp100$10.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC100$10.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$10.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC100$10.0K0.01%00.0%Unchanged
BBVA USA100$10.0K0.00%+100New
Country Trust Bank98$10.0K0.00%+98New
Ten Capital Wealth Advisors, LLC100$10.0K0.00%+100New
Bourgeon Capital Management LLC116$11.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.117$11.0K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC108$11.0K0.00%+108New
TSFG, LLC123$12.0K0.00%+1+0.8%Added
Smith Asset Management Group LP125$12.0K0.00%+125New
Savior LLC130$13.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC139$14.0K0.00%−52−27.2%Reduced
Simon Quick Advisors, LLC150$14.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.140$14.0K0.01%00.0%Unchanged
Walleye Trading LLC149$14.0K0.00%+149New
Logan Capital Management Inc155$15.0K0.00%00.0%Unchanged
Trust Co of Vermont150$15.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC150$15.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.150$15.0K0.00%00.0%Unchanged
Assetmark, Inc158$15.0K0.00%+158New
Exchange Traded Concepts, LLC159$15.0K0.00%+159New
Salem Investment Counselors Inc200$19.0K0.00%00.0%Unchanged
Security National Trust Co200$19.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC195$19.0K0.00%+88+82.2%Added
Northern Oak Wealth Management Inc211$20.0K0.00%−4,966−95.9%Reduced
Community Bank, N.A.200$20.0K0.00%−1,350−87.1%Reduced
Trust Co210$20.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.207$20.0K0.01%00.0%Unchanged
Hartford Financial Management Inc.225$22.0K0.01%+2+0.9%Added
Isthmus Partners, LLC225$22.0K0.00%+225New
Archer Investment Corp231$22.4K0.01%+231New
Providence Capital Advisors, LLC239$23.0K0.01%+2+0.8%Added
Gables Capital Management Inc.240$23.0K0.02%00.0%Unchanged
Wealth Quarterback LLC247$24.0K0.01%+247New
Liberty Wealth Management LLC255$25.0K0.01%00.0%Unchanged
First Horizon Advisors, Inc.270$26.0K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.265$26.0K0.02%00.0%Unchanged
NuWave Investment Management, LLC266$26.0K0.03%+266New
State of Wyoming279$27.0K0.02%+110+65.1%Added
Meeder Asset Management Inc288$28.0K0.00%+145+101.4%Added
Truvestments Capital LLC300$29.0K0.02%−3,667−92.4%Reduced
Capital Advisory Group Advisory Services, LLC300$29.0K0.01%−365−54.9%Reduced
HC Financial Advisors Inc300$29.0K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC300$29.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC307$30.0K0.00%−336−52.3%Reduced
Private Capital Group, LLC305$30.0K0.01%−48−13.6%Reduced
Harvest Fund Management Co., Ltd334$32.0K0.00%+334New
Howe & Rusling Inc338$33.0K0.00%00.0%Unchanged
Webster Bank, N. A.345$33.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC346$34.0K0.02%00.0%Unchanged
Tortoise Investment Management, LLC400$39.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC410$39.0K0.00%00.0%Unchanged
Evoke Wealth, LLC425$41.0K0.00%+40+10.4%Added
Versant Capital Management, Inc426$41.0K0.02%+111+35.2%Added
Motco436$42.0K0.00%−1,064−70.9%Reduced
Charter Oak Capital Management, LLC473$46.0K0.01%−65−12.1%Reduced
Reilly Financial Advisors, LLC470$46.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC469$46.0K0.01%+5+1.1%Added
Clean Yield Group471$46.0K0.02%+471New
Towarzystwo Funduszy Inwestycyjnych Pzu SA500$48.6K0.06%00.0%Unchanged
Burleson & Company, LLC505$49.0K0.01%−537−51.5%Reduced
Evolution Wealth Advisors, LLC500$49.0K0.01%−179−26.4%Reduced
Capital Advisors, Ltd. LLC500$49.0K0.01%00.0%Unchanged
MCF Advisors LLC500$49.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.502$49.0K0.03%00.0%Unchanged
Professional Financial Advisors, LLC519$51.0K0.03%+5+1.0%Added
Sugarloaf Wealth Management, LLC535$52.0K0.01%−523−49.4%Reduced
First Horizon Corp536$52.0K0.00%00.0%Unchanged
CVA Family Office, LLC547$53.0K0.02%00.0%Unchanged
Cypress Capital Management LLC (WY)553$54.0K0.04%00.0%Unchanged
Financial Perspectives, Inc560$54.4K0.03%−41,177−98.7%Reduced
Sargent Bickham Lagudis LLC569$55.0K0.00%00.0%Unchanged
Tacita Capital Inc595$58.0K0.03%+595New
American Research & Management Co.625$61.0K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP625$61.0K0.00%+625New
MBM Wealth Consultants, LLC650$63.0K0.03%00.0%Unchanged
Stonebridge Financial Planning Group, LLC622$63.0K0.03%00.0%Unchanged
Eagle Bay Advisors LLC664$66.0K0.05%+664New
Kayne Anderson Rudnick Investment Management LLC691$67.0K0.00%00.0%Unchanged