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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 3,400 | $330.0K | 0.02% | −700−17.1% | Reduced |
| Stratos Wealth Advisors, LLC | 3,393 | $330.0K | 0.03% | +3,393 | New |
| Veracity Capital LLC | 3,396 | $330.0K | 0.08% | +3,396 | New |
| Phoenix Wealth Advisors | 3,395 | $331.0K | 0.24% | 00.0% | Unchanged |
| Iron Financial, LLC | 3,410 | $331.0K | 0.15% | +5+0.1% | Added |
| Terry L. Blaker | 3,415 | $332.0K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,417 | $332.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,430 | $333.0K | 0.25% | −82−2.3% | Reduced |
| Minot Wealth Management LLC | 3,350 | $334.0K | 0.07% | 00.0% | Unchanged |
| ACG Wealth | 3,481 | $338.0K | 0.04% | −727−17.3% | Reduced |
| Golden State Equity Partners | 3,479 | $338.0K | 0.13% | +3,479 | New |
| SG3 Management, LLC | 3,500 | $340.0K | 0.14% | −10,200−74.5% | Reduced |
| Nations Financial Group Inc, | 3,500 | $340.0K | 0.06% | −206−5.6% | Reduced |
| Southern Farm Bureau Life Insurance | 3,500 | $340.0K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,500 | $340.0K | 0.09% | +3,500 | New |
| Bay Rivers Group | 3,519 | $342.0K | 0.24% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 3,528 | $343.0K | 0.07% | +43+1.2% | Added |
| Brown Miller Wealth Management, LLC | 3,555 | $345.0K | 0.22% | +5+0.1% | Added |
| Journey Advisory Group, LLC | 3,553 | $345.0K | 0.11% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,569 | $347.0K | 0.05% | +8+0.2% | Added |
| Clearwater Capital Advisors, LLC | 3,600 | $350.0K | 0.04% | −300−7.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,618 | $351.0K | 0.09% | +2+0.1% | Added |
| Vectors Research Management, LLC | 3,639 | $353.0K | 0.09% | −100−2.7% | Reduced |
| HNP Capital LLC | 3,639 | $353.0K | 0.09% | −100−2.7% | Reduced |
| Cambridge Trust Co | 3,636 | $353.0K | 0.01% | +3,636 | New |
| NewEdge Wealth, LLC | 3,647 | $354.0K | 0.03% | +3,647 | New |
| Courier Capital LLC | 3,650 | $355.0K | 0.03% | −55−1.5% | Reduced |
| Gray Wealth Management Inc. | 3,676 | $357.0K | 0.21% | 00.0% | Unchanged |
| Rollins Financial | 3,695 | $359.0K | 0.13% | −1,305−26.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,700 | $359.0K | 0.02% | −183−4.7% | Reduced |
| New York Life Investments Alternatives | 3,697 | $359.0K | 0.24% | −108−2.8% | Reduced |
| QS Investors, LLC | 3,700 | $360.0K | 0.00% | +3,700 | New |
| IPG Investment Advisors LLC | 3,710 | $360.4K | 0.11% | +120+3.3% | Added |
| Vigilare Wealth Management | 3,723 | $362.0K | 0.22% | −291−7.2% | Reduced |
| Mayfair Advisory Group, LLC | 3,760 | $365.0K | 0.58% | 00.0% | Unchanged |
| Associated Banc-Corp | 3,762 | $365.0K | 0.01% | +3,762 | New |
| FinTrust Capital Advisors, LLC | 3,779 | $367.0K | 0.10% | −197−5.0% | Reduced |
| Jacobi Capital Management LLC | 3,786 | $368.0K | 0.05% | −401−9.6% | Reduced |
| IVC Wealth Advisors LLC | 3,809 | $370.0K | 0.26% | −55−1.4% | Reduced |
| TBH Global Asset Management, LLC | 3,811 | $370.0K | 0.09% | 00.0% | Unchanged |
| People's United Financial, Inc. | 3,821 | $371.0K | 0.01% | −74−1.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 3,837 | $373.0K | 0.18% | +36+0.9% | Added |
| Midwest Wealth Management Inc. | 3,851 | $374.0K | 0.27% | −21−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,850 | $374.0K | 0.18% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,849 | $374.0K | 0.03% | +3,849 | New |
| Smithfield Trust Co | 3,868 | $376.0K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,890 | $378.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,900 | $379.0K | 0.02% | −400−9.3% | Reduced |
| Keystone Financial Group | 3,945 | $383.0K | 0.07% | +204+5.5% | Added |
| Steel Peak Wealth Management LLC | 3,955 | $384.0K | 0.03% | +60+1.5% | Added |
| Cypress Wealth Services, LLC | 3,980 | $387.0K | 0.11% | +3,980 | New |
| Merrion Investment Management Co, LLC | 4,000 | $388.0K | 0.29% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,003 | $388.0K | 0.03% | +353+9.7% | Added |
| Covey Capital Advisors, LLC | – | $389.0K | 0.29% | – | – |
| Capital Investment Advisory Services, LLC | 4,003 | $389.0K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,000 | $389.0K | 0.22% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 15,308 | $391.3K | 0.16% | +15,308 | New |
| Lindbrook Capital, LLC | 4,040 | $392.0K | 0.09% | +40+1.0% | Added |
| Gladstone Institutional Advisory LLC | 4,037 | $392.0K | 0.05% | +4,037 | New |
| Avantax Planning Partners, Inc. | 4,049 | $393.0K | 0.02% | +177+4.6% | Added |
| Onyx Bridge Wealth Group LLC | 3,842 | $393.0K | 0.17% | +730+23.5% | Added |
| Mairs & Power Inc | 4,100 | $398.0K | 0.00% | −1,200−22.6% | Reduced |
| Diversified Portfolios, Inc. | 4,101 | $398.0K | 0.15% | +4,101 | New |
| Atlas Capital Advisors LLC | 4,100 | $398.3K | 0.07% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 4,108 | $399.0K | 0.02% | +4,108 | New |
| Dakota Wealth Management | 4,121 | $400.0K | 0.05% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,149 | $403.0K | 0.22% | −500−10.8% | Reduced |
| Boston Family Office LLC | 4,146 | $403.0K | 0.03% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 4,146 | $403.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 4,162 | $404.0K | 0.10% | +324+8.4% | Added |
| V Wealth Advisors LLC | 4,146 | $404.0K | 0.06% | +470+12.8% | Added |
| Perennial Advisors, LLC | 4,203 | $408.0K | 0.12% | −26−0.6% | Reduced |
| Venturi Wealth Management, LLC | 4,231 | $411.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,245 | $412.4K | 0.13% | 00.0% | Unchanged |
| PFG Advisors | 4,265 | $414.0K | 0.05% | +9+0.2% | Added |
| Windsor Group LTD | 4,325 | $420.0K | 0.09% | −84−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,332 | $421.0K | 0.01% | −4,112−48.7% | Reduced |
| Meridian Wealth Advisors, LLC | 4,356 | $423.0K | 0.12% | −1,399−24.3% | Reduced |
| Credential Qtrade Securities Inc. | 4,370 | $424.5K | 0.03% | +4,370 | New |
| Mraz, Amerine & Associates, Inc. | 4,380 | $425.0K | 0.12% | −6,315−59.0% | Reduced |
| Guinness Asset Management LTD | 4,390 | $426.0K | 0.02% | +900+25.8% | Added |
| Calamos Wealth Management LLC | 4,404 | $428.0K | 0.03% | +715+19.4% | Added |
| Wesbanco Bank Inc | 4,407 | $428.0K | 0.02% | +4,407 | New |
| Walleye Capital LLC | 4,423 | $430.0K | 0.02% | −4,209−48.8% | Reduced |
| Murphy Capital Management Inc | 4,454 | $432.0K | 0.05% | +4,454 | New |
| Prentice Wealth Management LLC | 4,471 | $434.0K | 0.22% | +198+4.6% | Added |
| Toroso Investments, LLC | 4,466 | $434.0K | 0.02% | +1,040+30.4% | Added |
| Qci Asset Management Inc | 4,474 | $435.0K | 0.03% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,500 | $437.0K | 0.06% | 00.0% | Unchanged |
| BBR Partners, LLC | 4,506 | $438.0K | 0.03% | −2,664−37.2% | Reduced |
| Central Trust Co | 4,559 | $442.0K | 0.02% | −15−0.3% | Reduced |
| Prio Wealth Limited Partnership | 4,554 | $442.0K | 0.01% | +4+0.1% | Added |
| Fairhaven Wealth Management, LLC | 4,551 | $442.0K | 0.18% | +404+9.7% | Added |
| Signaturefd, LLC | 4,581 | $445.0K | 0.02% | −429−8.6% | Reduced |
| Ingalls & Snyder LLC | 4,584 | $445.0K | 0.02% | 00.0% | Unchanged |
| Invst, LLC | 4,354 | $445.0K | 0.07% | +874+25.1% | Added |
| Cowen Prime Services LLC | 4,600 | $447.0K | 0.16% | −2,000−30.3% | Reduced |
| Cowen Prime Advisors LLC | 4,600 | $447.0K | 0.16% | +4,600 | New |
| Sequoia Financial Advisors, LLC | 4,646 | $451.0K | 0.02% | +777+20.1% | Added |
| Brookstone Capital Management | 4,524 | $452.0K | 0.01% | +4,524 | New |