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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 22,622 | $2.20M | 0.09% | −22,263−49.6% | Reduced |
| Element Pointe Advisors, LLC | 20,797 | $2.20M | 0.67% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 22,875 | $2.22M | 0.20% | +2,000+9.6% | Added |
| U S Global Investors Inc | 23,000 | $2.23M | 0.07% | +2,557+12.5% | Added |
| Zurich Insurance Group Ltd | 23,100 | $2.24M | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 23,280 | $2.26M | 0.23% | +2,144+10.1% | Added |
| Summit Place Financial Advisors, LLC | 23,325 | $2.27M | 1.67% | −8,050−25.7% | Reduced |
| BigSur Wealth Management LLC | 23,342 | $2.27M | 1.02% | −2,500−9.7% | Reduced |
| Shepherd Financial Partners LLC | 23,577 | $2.29M | 0.44% | +38+0.2% | Added |
| Fiduciary Trust Co | 23,574 | $2.29M | 0.04% | +326+1.4% | Added |
| Bel Air Investment Advisors LLC | 23,598 | $2.29M | 0.07% | +3,612+18.1% | Added |
| Aviance Capital Partners, LLC | 23,626 | $2.29M | 0.40% | +1,142+5.1% | Added |
| Vestmark Advisory Solutions, Inc. | 23,705 | $2.30M | 0.16% | −4,010−14.5% | Reduced |
| Penserra Capital Management LLC | 23,759 | $2.31M | 0.04% | +23,759 | New |
| Atria Investments LLC | 23,780 | $2.31M | 0.04% | +8,150+52.1% | Added |
| Redpoint Investment Management Pty Ltd | 23,783 | $2.31M | 0.19% | +8,216+52.8% | Added |
| Glenmede Trust Co NA | 23,846 | $2.32M | 0.01% | +90.0% | Added |
| First Manhattan Co | 23,884 | $2.32M | 0.01% | +579+2.5% | Added |
| Panagora Asset Management Inc | 23,952 | $2.33M | 0.01% | +23,879+32,711.0% | Added |
| Diligent Investors, LLC | 24,013 | $2.33M | 0.79% | −668−2.7% | Reduced |
| Berkshire Asset Management LLC | 24,047 | $2.34M | 0.16% | +2,358+10.9% | Added |
| J.W. Cole Advisors, Inc. | 24,094 | $2.34M | 0.18% | +6,062+33.6% | Added |
| Sutton Wealth Advisors Inc. | 24,303 | $2.36M | 0.86% | +126+0.5% | Added |
| Compass Ion Advisors, LLC | 24,309 | $2.36M | 0.92% | +37+0.2% | Added |
| Poehling Capital Management, LLC | 24,331 | $2.36M | 0.75% | −185−0.8% | Reduced |
| Bradley Mark J. | 24,567 | $2.39M | 1.59% | −905−3.6% | Reduced |
| Kingsview Wealth Management, LLC | 24,690 | $2.40M | 0.12% | −10.0% | Reduced |
| Penbrook Management LLC | 24,780 | $2.41M | 1.52% | 00.0% | Unchanged |
| Lake Street Financial LLC | 24,793 | $2.41M | 0.61% | +478+2.0% | Added |
| Means Investment Co., Inc. | 24,893 | $2.42M | 0.48% | −142−0.6% | Reduced |
| Castle Rock Wealth Management, LLC | 21,305 | $2.42M | 0.89% | +610+2.9% | Added |
| Torray LLC | 25,102 | $2.44M | 0.36% | −7,336−22.6% | Reduced |
| Boston Financial Mangement LLC | 25,150 | $2.44M | 0.10% | −2,300−8.4% | Reduced |
| 1st Source Bank | 25,267 | $2.46M | 0.15% | +890+3.7% | Added |
| Stelac Advisory Services LLC | 25,338 | $2.46M | 0.56% | +68+0.3% | Added |
| Mid Atlantic Financial Management Inc | 25,341 | $2.46M | 0.17% | +976+4.0% | Added |
| Mercer Global Advisors Inc | 25,616 | $2.49M | 0.02% | +6,770+35.9% | Added |
| Aigen Investment Management, LP | 25,734 | $2.50M | 0.44% | +25,734 | New |
| Oliver Luxxe Assets LLC | 25,794 | $2.51M | 0.69% | −1,444−5.3% | Reduced |
| Sculati Wealth Management, LLC | 25,864 | $2.51M | 1.33% | −1,051−3.9% | Reduced |
| Meridian Wealth Management, LLC | 26,156 | $2.54M | 0.32% | −910−3.4% | Reduced |
| Snowden Capital Advisors LLC | 26,209 | $2.55M | 0.13% | +287+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,441 | $2.57M | 1.66% | −725−2.7% | Reduced |
| Wealthspire Advisors, LLC | 26,550 | $2.58M | 0.07% | −18,228−40.7% | Reduced |
| RKL Wealth Management LLC | 26,708 | $2.59M | 0.33% | −730−2.7% | Reduced |
| Jag Capital Management, LLC | 26,738 | $2.60M | 0.20% | −1,449−5.1% | Reduced |
| BW Gestao de Investimentos Ltda. | 27,010 | $2.62M | 0.94% | −17,490−39.3% | Reduced |
| Phoenix Holdings Ltd. | 26,585 | $2.63M | 0.05% | +26,585 | New |
| Strategic Wealth Partners, Ltd. | 27,124 | $2.63M | 0.86% | −4,635−14.6% | Reduced |
| Citizens Business Bank | 27,155 | $2.64M | 0.35% | 00.0% | Unchanged |
| Wintrust Investments LLC | 27,298 | $2.65M | 0.27% | −599−2.1% | Reduced |
| Conway Capital Management, Inc. | 27,334 | $2.66M | 1.81% | +972+3.7% | Added |
| Parallel Advisors, LLC | 27,392 | $2.66M | 0.11% | −899−3.2% | Reduced |
| Abbot Financial Management, Inc. | 27,466 | $2.67M | 1.17% | −146−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 27,522 | $2.67M | 0.55% | +10,275+59.6% | Added |
| Grandview Asset Management LLC | 27,600 | $2.68M | 1.47% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 28,098 | $2.73M | 1.18% | +180+0.6% | Added |
| Proequities, Inc. | 28,626 | $2.78M | 0.17% | +1,342+4.9% | Added |
| Bessemer Securities LLC | 28,735 | $2.79M | 1.09% | 00.0% | Unchanged |
| Cutler Group LP | 28,764 | $2.79M | 0.21% | −3,407−10.6% | Reduced |
| Zeke Capital Advisors, LLC | 28,894 | $2.81M | 0.18% | +300+1.0% | Added |
| Financial Architects, Inc | 29,031 | $2.82M | 0.41% | +50.0% | Added |
| Capital Planning Advisors, LLC | 29,089 | $2.83M | 0.58% | −2,105−6.7% | Reduced |
| Acadian Asset Management LLC | 29,160 | $2.83M | 0.01% | +17,295+145.8% | Added |
| Johnson Investment Counsel Inc | 29,163 | $2.83M | 0.04% | −1,836−5.9% | Reduced |
| Stamos Capital Partners, L.P. | 29,190 | $2.84M | 1.49% | −7,510−20.5% | Reduced |
| Laidlaw Wealth Management LLC | 29,256 | $2.84M | 0.73% | +1,346+4.8% | Added |
| Pathstone Family Office, LLC | 29,361 | $2.85M | 0.09% | +938+3.3% | Added |
| Ellsworth Advisors, LLC | 29,466 | $2.86M | 1.40% | +2,414+8.9% | Added |
| Modus Advisors, LLC | 29,507 | $2.87M | 1.21% | −954−3.1% | Reduced |
| Westside Investment Management, Inc. | 29,645 | $2.88M | 0.03% | −2,950−9.1% | Reduced |
| Naples Global Advisors, LLC | 29,965 | $2.91M | 0.40% | −210−0.7% | Reduced |
| Hennessy Advisors Inc | 30,000 | $2.91M | 0.16% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $2.91M | 0.81% | −10,000−25.0% | Reduced |
| Wade G W & Inc | 30,067 | $2.92M | 0.14% | −108−0.4% | Reduced |
| Welch Group, LLC | 30,167 | $2.93M | 0.20% | +3,065+11.3% | Added |
| Somerset Group LLC | 30,257 | $2.94M | 2.10% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 30,405 | $2.95M | 0.53% | +638+2.1% | Added |
| Wedbush Securities Inc | 30,632 | $2.98M | 0.14% | +1,797+6.2% | Added |
| Slow Capital, Inc. | 30,676 | $2.98M | 0.56% | −6,354−17.2% | Reduced |
| Integrated Advisors Network LLC | 30,784 | $2.99M | 0.22% | +152+0.5% | Added |
| Avantax Advisory Services, Inc. | 30,757 | $2.99M | 0.05% | +2,556+9.1% | Added |
| Holderness Investments Co | 30,902 | $3.00M | 0.99% | −338−1.1% | Reduced |
| Kore Private Wealth LLC | 31,578 | $3.07M | 0.34% | +197+0.6% | Added |
| Kovack Advisors, Inc. | 31,612 | $3.07M | 0.35% | +562+1.8% | Added |
| Paradigm Financial Partners, LLC | 31,823 | $3.09M | 0.77% | +2,295+7.8% | Added |
| Fifth Third Bancorp | 32,370 | $3.14M | 0.01% | −2,513−7.2% | Reduced |
| Caldwell Trust Co | 32,697 | $3.18M | 0.42% | +5,283+19.3% | Added |
| HAP Trading, LLC | 33,358 | $3.24M | 0.20% | +19,563+141.8% | Added |
| Raymond James Trust N.A. | 33,792 | $3.28M | 0.11% | +4,428+15.1% | Added |
| American Portfolios Advisors | 33,858 | $3.29M | 0.13% | +3,691+12.2% | Added |
| Squarepoint Ops LLC | 33,860 | $3.29M | 0.02% | +33,860 | New |
| Quantbot Technologies LP | 33,871 | $3.29M | 0.26% | +6,589+24.2% | Added |
| Candriam Luxembourg S.C.A. | 34,000 | $3.30M | 0.02% | −31−0.1% | Reduced |
| Sierra Capital LLC | 34,345 | $3.34M | 0.62% | +202+0.6% | Added |
| Fred Alger Management, LLC | 34,544 | $3.36M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 35,200 | $3.42M | 0.04% | +35,200 | New |
| Beech Hill Advisors, Inc. | 35,270 | $3.43M | 1.39% | −46,487−56.9% | Reduced |
| Ieq Capital, LLC | 35,518 | $3.45M | 0.10% | +756+2.2% | Added |
| Perigon Wealth Management, LLC | 35,748 | $3.47M | 0.31% | −15,106−29.7% | Reduced |