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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aveo Capital Partners, LLC | 2,388 | $232.0K | 0.05% | +2,388 | New |
| RSM US Wealth Management LLC | 2,386 | $232.0K | 0.01% | +2,386 | New |
| Oakworth Capital, Inc. | 2,400 | $233.0K | 0.02% | −34−1.4% | Reduced |
| Reik & Co., LLC | 2,425 | $236.0K | 0.06% | +2,425 | New |
| Southeast Asset Advisors Inc. | 2,455 | $238.0K | 0.04% | +2,455 | New |
| Shoker Investment Counsel, Inc. | 2,459 | $238.0K | 0.12% | +2,459 | New |
| Act Wealth Management, LLC | 2,475 | $240.0K | 0.15% | −500−16.8% | Reduced |
| Single Point Partners, LLC | 2,475 | $240.0K | 0.08% | +2,475 | New |
| Northstar Investment Advisors LLC | 2,100 | $242.0K | 0.03% | +2,100 | New |
| Voya Financial Advisors, Inc. | 2,459 | $243.0K | 0.03% | −28,322−92.0% | Reduced |
| Creative Financial Designs Inc | 2,504 | $243.0K | 0.04% | +61+2.5% | Added |
| Goodwin Daniel L | 2,500 | $243.0K | 0.12% | +2,500 | New |
| Bragg Financial Advisors, Inc | 2,500 | $243.0K | 0.02% | +2,500 | New |
| Hunter Associates Investment Management LLC | 2,500 | $243.0K | 0.08% | +2,500 | New |
| Two Sigma Securities, LLC | 2,505 | $243.0K | 0.06% | +2,505 | New |
| Integrated Investment Consultants, LLC | 2,502 | $243.0K | 0.07% | +2,502 | New |
| Lake Point Wealth Management | 2,500 | $243.0K | 0.11% | +2,500 | New |
| Delta Financial Advisors LLC | 2,498 | $243.0K | 0.11% | +2,498 | New |
| StrategIQ Financial Group, LLC | 2,513 | $244.0K | 0.05% | +2,513 | New |
| Executive Wealth Management, LLC | 2,539 | $246.0K | 0.03% | +2,539 | New |
| Ridgecrest Wealth Partners, LLC | 2,550 | $248.0K | 0.15% | −450−15.0% | Reduced |
| Bogart Wealth, LLC | 2,551 | $248.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,554 | $248.0K | 0.07% | +38+1.5% | Added |
| Camden Capital, LLC | 2,576 | $250.0K | 0.06% | +2,576 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 2,535 | $251.0K | 0.03% | +2,535 | New |
| First Dallas Securities Inc. | 2,600 | $253.0K | 0.17% | +2,600 | New |
| Prudential PLC | 2,623 | $255.0K | 0.00% | +2,623 | New |
| Shell Asset Management Co | 2,646 | $257.0K | 0.00% | −1,992−42.9% | Reduced |
| Quantamental Technologies LLC | 2,650 | $257.0K | 0.23% | +2,650 | New |
| Pallas Capital Advisors LLC | 2,226 | $260.0K | 0.04% | +2,226 | New |
| Soltis Investment Advisors LLC | 2,691 | $261.0K | 0.04% | +2,691 | New |
| United Bank | 2,700 | $262.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,700 | $262.0K | 0.04% | +2,700 | New |
| CFM Wealth Partners LLC | 2,715 | $264.0K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,715 | $264.0K | 0.23% | +2,715 | New |
| Smith Anglin Financial, LLC | 2,731 | $265.0K | 0.05% | +25+0.9% | Added |
| Doyle Wealth Management | 2,725 | $265.0K | 0.02% | +2,725 | New |
| Ayalon Holdings Ltd. | 2,735 | $266.0K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,740 | $266.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 2,745 | $267.0K | 0.18% | −870−24.1% | Reduced |
| South State Corp. | 2,750 | $267.0K | 0.02% | +500+22.2% | Added |
| Arlington Financial Advisors, LLC | 2,750 | $267.0K | 0.10% | +2,750 | New |
| Mirabella Financial Services LLP | 2,792 | $271.0K | 0.05% | −1,392−33.3% | Reduced |
| Alpha Cubed Investments, LLC | 2,793 | $271.0K | 0.02% | +2,793 | New |
| Baron Financial Group, LLC | 2,800 | $272.0K | 0.17% | −750−21.1% | Reduced |
| LVM Capital Management Ltd | 2,805 | $272.0K | 0.04% | 00.0% | Unchanged |
| Renasant Bank | 2,855 | $278.0K | 0.21% | +33+1.2% | Added |
| Sanford Advisory Services, LLC | 2,877 | $279.0K | 0.07% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,900 | $282.0K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 2,900 | $282.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,927 | $284.0K | 0.20% | +21+0.7% | Added |
| Punch & Associates Investment Management, Inc. | 2,937 | $285.0K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,931 | $285.0K | 0.06% | +12+0.4% | Added |
| Avestar Capital, LLC | 2,957 | $287.0K | 0.06% | −204−6.5% | Reduced |
| Leonteq Securities AG | 2,978 | $289.3K | 0.02% | +679+29.5% | Added |
| Caxton Associates LP | 2,982 | $290.0K | 0.04% | −2,296−43.5% | Reduced |
| Stanley-Laman Group, Ltd. | 3,000 | $291.0K | 0.04% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3,000 | $291.0K | 0.02% | +3,000 | New |
| AXS Investments LLC | 3,000 | $291.0K | 0.09% | +3,000 | New |
| Glenview Trust Co | 3,007 | $292.0K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,002 | $292.0K | 0.02% | +162+5.7% | Added |
| Norway Savings Bank | 3,010 | $292.0K | 0.14% | +3,010 | New |
| TCI Wealth Advisors, Inc. | 3,017 | $293.0K | 0.05% | +57+1.9% | Added |
| Signet Financial Management, LLC | 3,014 | $293.0K | 0.10% | +143+5.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,020 | $293.0K | 0.04% | +3,020 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,050 | $296.0K | 0.11% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,076 | $299.0K | 0.12% | −1,199−28.0% | Reduced |
| Trust Co of Virginia | 3,025 | $299.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,075 | $299.0K | 0.02% | +3,075 | New |
| Castleview Partners, LLC | 3,078 | $299.0K | 0.13% | +3,078 | New |
| Hollencrest Capital Management | 3,090 | $300.0K | 0.03% | −10−0.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,103 | $301.4K | 0.32% | +3,103 | New |
| O'Dell Group, LLC | 3,169 | $308.0K | 0.10% | +3,169 | New |
| Westwood Management Corp | 3,200 | $311.0K | 0.03% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,200 | $311.0K | 0.05% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 3,200 | $311.0K | 0.10% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,216 | $312.0K | 0.00% | +3,216 | New |
| Sigma Investment Counselors Inc | 3,210 | $312.0K | 0.02% | +3,210 | New |
| Federated Hermes, Inc. | 3,219 | $313.0K | 0.00% | +3,219 | New |
| HCR Wealth Advisors | 3,231 | $314.0K | 0.05% | +17+0.5% | Added |
| Yorktown Management & Research Co Inc | 3,240 | $315.0K | 0.25% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,240 | $315.0K | 0.11% | 00.0% | Unchanged |
| Sciencast Management LP | 3,186 | $316.0K | 0.07% | +3,186 | New |
| Main Street Research LLC | 3,259 | $317.0K | 0.03% | −102−3.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,265 | $317.0K | 0.06% | +3,265 | New |
| Retirement Group, LLC | 3,278 | $318.0K | 0.15% | −1,073−24.7% | Reduced |
| Montecito Bank & Trust | 3,269 | $318.0K | 0.06% | +417+14.6% | Added |
| Ambassador Advisors, LLC | 3,300 | $321.0K | 0.06% | −50−1.5% | Reduced |
| Gruss & Co., LLC | 3,300 | $321.0K | 1.16% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,313 | $322.0K | 0.02% | −850−20.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,314 | $322.0K | 0.02% | +8+0.2% | Added |
| MJP Associates Inc | 3,314 | $322.0K | 0.11% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,322 | $323.0K | 0.02% | +10.0% | Added |
| Terra Nova Asset Management LLC | 3,344 | $325.0K | 0.28% | −733−18.0% | Reduced |
| Wrapmanager Inc | 3,342 | $325.0K | 0.08% | +20+0.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 3,360 | $326.0K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,365 | $327.0K | 0.03% | +67+2.0% | Added |
| BLB&B Advisors, LLC | 3,363 | $327.0K | 0.02% | +113+3.5% | Added |
| Atom Investors LP | 3,369 | $327.0K | 0.07% | +3,369 | New |
| Quest Capital Management Inc | 3,380 | $328.0K | 0.07% | −122−3.5% | Reduced |