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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 6,725 | $653.0K | 0.01% | −2,000−22.9% | Reduced |
| Stonnington Group, LLC | 6,700 | $658.0K | 0.15% | +1,000+17.5% | Added |
| Mission Wealth Management, LP | 6,780 | $659.0K | 0.04% | +3,095+84.0% | Added |
| GYL Financial Synergies, LLC | 6,838 | $664.0K | 0.34% | +108+1.6% | Added |
| Coastal Investment Advisors, Inc. | 6,860 | $666.0K | 0.16% | −6−0.1% | Reduced |
| Plotkin Financial Advisors, LLC | 6,867 | $667.1K | 0.37% | −12−0.2% | Reduced |
| Bailard, Inc. | 6,878 | $668.0K | 0.02% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,890 | $669.0K | 0.54% | +94+1.4% | Added |
| Laurel Wealth Advisors, Inc. | 6,925 | $673.0K | 0.09% | −211−3.0% | Reduced |
| Advisors Asset Management, Inc. | 6,940 | $674.0K | 0.01% | +1,957+39.3% | Added |
| Wealthcare Advisory Partners LLC | 6,980 | $678.0K | 0.05% | −315−4.3% | Reduced |
| Thrivent Financial for Lutherans | 7,016 | $682.0K | 0.00% | +2,197+45.6% | Added |
| Sterneck Capital Management, LLC | 5,975 | $683.0K | 0.42% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,101 | $690.0K | 0.10% | +49+0.7% | Added |
| Aj Wealth Strategies, LLC | 7,102 | $690.0K | 0.04% | +60+0.9% | Added |
| Homrich & Berg | 7,148 | $694.0K | 0.02% | −141−1.9% | Reduced |
| Moloney Securities Asset Management, LLC | 7,162 | $696.0K | 0.13% | +5+0.1% | Added |
| Lumature Wealth Partners, LLC | 7,166 | $696.0K | 0.29% | +347+5.1% | Added |
| Covenant Multifamily Offices, LLC | 7,253 | $705.0K | 0.13% | +7,253 | New |
| Element Wealth, LLC | 7,266 | $706.0K | 0.55% | +30+0.4% | Added |
| Lincoln Capital Corp | 7,273 | $707.0K | 0.40% | −3,478−32.4% | Reduced |
| Forte Capital LLC | 7,301 | $709.0K | 0.10% | +1,230+20.3% | Added |
| Rossmore Private Capital | 7,316 | $711.0K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,350 | $714.0K | 0.04% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 7,356 | $715.0K | 0.51% | +179+2.5% | Added |
| Hodges Capital Management Inc. | 7,386 | $717.0K | 0.08% | +14+0.2% | Added |
| Sheets Smith Wealth Management | 7,395 | $718.0K | 0.10% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,470 | $725.0K | 0.05% | −5,237−41.2% | Reduced |
| Ziegler Capital Management, LLC | 7,481 | $727.0K | 0.02% | −56,230−88.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,225 | $727.0K | 0.03% | −1,050−14.4% | Reduced |
| Origin Asset Management LLP | 7,500 | $729.0K | 0.08% | +7,500 | New |
| Atlantic Union Bankshares Corp | 7,555 | $734.0K | 0.07% | +61+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,721 | $750.0K | 0.04% | −700−8.3% | Reduced |
| Wealthfront Advisers LLC | 7,777 | $755.0K | 0.00% | +7,777 | New |
| Capital Asset Advisory Services LLC | 7,823 | $760.0K | 0.08% | −453−5.5% | Reduced |
| Intersect Capital LLC | 7,819 | $760.0K | 0.13% | +659+9.2% | Added |
| Financial Counselors Inc | 7,846 | $762.0K | 0.02% | −73−0.9% | Reduced |
| Strategic Blueprint, LLC | 7,891 | $767.0K | 0.12% | +22+0.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 7,910 | $768.0K | 0.40% | +925+13.2% | Added |
| Quadrant Private Wealth Management, LLC | 7,914 | $769.0K | 0.31% | +10.0% | Added |
| WNY Asset Management, LLC | 7,935 | $769.0K | 0.28% | −18−0.2% | Reduced |
| Founders Financial Securities LLC | 7,927 | $770.0K | 0.15% | −2,066−20.7% | Reduced |
| Veritable, L.P. | 7,929 | $770.0K | 0.01% | −382−4.6% | Reduced |
| Haverford Trust Co | 7,993 | $776.0K | 0.01% | +51+0.6% | Added |
| Southport Management, L.L.C. | 8,000 | $777.1K | 2.63% | −2,500−23.8% | Reduced |
| Diversified Trust Co | 8,011 | $778.0K | 0.03% | +2,481+44.9% | Added |
| Samalin Investment Counsel, LLC | 8,064 | $783.0K | 0.51% | −588−6.8% | Reduced |
| Clarius Group, LLC | 8,113 | $788.0K | 0.07% | +76+0.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,120 | $789.0K | 0.03% | −32−0.4% | Reduced |
| Security National Bank | 8,220 | $799.0K | 0.21% | +120+1.5% | Added |
| LBMC Investment Advisors, LLC | 8,252 | $802.0K | 0.08% | +8,252 | New |
| Ausdal Financial Partners, Inc. | 8,275 | $804.0K | 0.12% | −13−0.2% | Reduced |
| Townsend Asset Management Corp | 8,280 | $804.0K | 0.45% | +40.0% | Added |
| Azimuth Capital Management LLC | 8,335 | $810.0K | 0.03% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 8,344 | $811.0K | 0.37% | +8,344 | New |
| Newman Dignan & Sheerar, Inc. | 8,356 | $812.0K | 0.28% | +924+12.4% | Added |
| First National Bank Sioux Falls | 8,378 | $814.0K | 1.24% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 8,440 | $820.0K | 0.17% | +8,440 | New |
| Valeo Financial Advisors, LLC | 8,545 | $830.0K | 0.05% | −1,402−14.1% | Reduced |
| FDx Advisors, Inc. | 8,567 | $832.0K | 0.03% | −1,560−15.4% | Reduced |
| Corient Capital Partners, LLC | 8,583 | $834.0K | 0.06% | +1,190+16.1% | Added |
| Dynamic Advisor Solutions LLC | 8,651 | $840.0K | 0.07% | +547+6.7% | Added |
| Claraphi Advisory Network, LLC | 8,661 | $841.0K | 0.25% | +519+6.4% | Added |
| RMR Wealth Builders | 8,761 | $851.0K | 0.28% | −771−8.1% | Reduced |
| WBH Advisory Inc | 7,524 | $852.0K | 0.12% | −386−4.9% | Reduced |
| Latash Investments, LLC | 8,774 | $852.0K | 0.54% | +8,774 | New |
| Gluskin Sheff & Assoc Inc | 8,800 | $855.0K | 0.04% | −73,630−89.3% | Reduced |
| Vaughan & Co Securities, Inc. | 8,850 | $860.0K | 0.64% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,869 | $862.0K | 0.06% | −157−1.7% | Reduced |
| EP Wealth Advisors, LLC | 8,896 | $864.0K | 0.02% | +8,896 | New |
| Sunbelt Securities, Inc. | 8,465 | $865.0K | 0.16% | −499−5.6% | Reduced |
| Sit Investment Associates Inc | 8,900 | $865.0K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 8,916 | $866.0K | 0.04% | +8,916 | New |
| Moseley Investment Management Inc | 8,964 | $871.0K | 0.43% | +460+5.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 8,990 | $873.0K | 0.07% | −1,725−16.1% | Reduced |
| Keybank National Association | 8,988 | $873.0K | 0.00% | +877+10.8% | Added |
| Edgewood Management LLC | 9,000 | $874.0K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 9,050 | $879.0K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 9,060 | $880.0K | 0.20% | −330−3.5% | Reduced |
| XTX Topco Ltd | 9,094 | $883.0K | 0.30% | +9,094 | New |
| Brown Brothers Harriman & Co | 9,149 | $889.0K | 0.01% | −2,572−21.9% | Reduced |
| Sippican Capital Advisors | 9,170 | $891.0K | 0.78% | −100−1.1% | Reduced |
| Jeppson Wealth Management, LLC | 9,184 | $892.0K | 0.49% | −530−5.5% | Reduced |
| Summit X, LLC | 9,225 | $898.0K | 0.23% | +100+1.1% | Added |
| FRG Family Wealth Advisors LLC | 9,270 | $900.0K | 0.17% | +30.0% | Added |
| American National Registered Investment Advisor, Inc. | 9,300 | $903.0K | 0.32% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 9,313 | $905.0K | 0.19% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,330 | $906.0K | 0.74% | +49+0.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 9,402 | $913.0K | 0.00% | +335+3.7% | Added |
| Allstate Corp | 9,435 | $917.0K | 0.03% | −1,357−12.6% | Reduced |
| Bellwether Advisors, LLC | 9,445 | $917.0K | 0.32% | +9,445 | New |
| Strategic Wealth Management Group, LLC | 9,468 | $920.0K | 0.34% | +10.0% | Added |
| Community Trust & Investment Co | 9,475 | $920.0K | 0.08% | +3,427+56.7% | Added |
| Capital International Ltd | 9,584 | $931.0K | 0.05% | +9,584 | New |
| Lowe Brockenbrough & Co Inc | 9,629 | $935.0K | 0.08% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 9,635 | $935.0K | 0.14% | +74+0.8% | Added |
| Cooper Financial Group | 9,656 | $938.0K | 0.19% | +62+0.6% | Added |
| Enlightenment Research, LLC | 9,678 | $940.0K | 1.20% | +6,878+245.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,700 | $942.0K | 0.06% | −500−4.9% | Reduced |
| Sage Mountain Advisors LLC | 9,722 | $944.0K | 0.16% | +3,610+59.1% | Added |