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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 3,636 | $353.0K | 0.01% | +3,636 | New |
| Plante Moran Financial Advisors, LLC | 3,618 | $351.0K | 0.09% | +2+0.1% | Added |
| Clearwater Capital Advisors, LLC | 3,600 | $350.0K | 0.04% | −300−7.7% | Reduced |
| United Asset Strategies, Inc. | 3,569 | $347.0K | 0.05% | +8+0.2% | 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 |
| Hohimer Wealth Management, LLC | 3,528 | $343.0K | 0.07% | +43+1.2% | Added |
| Bay Rivers Group | 3,519 | $342.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| 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 |
| Minot Wealth Management LLC | 3,350 | $334.0K | 0.07% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,430 | $333.0K | 0.25% | −82−2.3% | Reduced |
| Terry L. Blaker | 3,415 | $332.0K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,417 | $332.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Quest Capital Management Inc | 3,380 | $328.0K | 0.07% | −122−3.5% | Reduced |
| 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 |
| Dixon Hubard Feinour & Brown Inc | 3,360 | $326.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,322 | $323.0K | 0.02% | +10.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Sciencast Management LP | 3,186 | $316.0K | 0.07% | +3,186 | New |
| 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 |
| HCR Wealth Advisors | 3,231 | $314.0K | 0.05% | +17+0.5% | Added |
| Federated Hermes, Inc. | 3,219 | $313.0K | 0.00% | +3,219 | New |
| 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 |
| 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 |
| O'Dell Group, LLC | 3,169 | $308.0K | 0.10% | +3,169 | New |
| Rappaport Reiches Capital Management, LLC | 3,103 | $301.4K | 0.32% | +3,103 | New |
| Hollencrest Capital Management | 3,090 | $300.0K | 0.03% | −10−0.3% | Reduced |
| 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 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,050 | $296.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Caxton Associates LP | 2,982 | $290.0K | 0.04% | −2,296−43.5% | Reduced |
| Leonteq Securities AG | 2,978 | $289.3K | 0.02% | +679+29.5% | Added |
| Avestar Capital, LLC | 2,957 | $287.0K | 0.06% | −204−6.5% | Reduced |
| 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 |
| Wagner Wealth Management, LLC | 2,927 | $284.0K | 0.20% | +21+0.7% | Added |
| 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 |
| Sanford Advisory Services, LLC | 2,877 | $279.0K | 0.07% | 00.0% | Unchanged |
| Renasant Bank | 2,855 | $278.0K | 0.21% | +33+1.2% | Added |
| LVM Capital Management Ltd | 2,805 | $272.0K | 0.04% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 2,800 | $272.0K | 0.17% | −750−21.1% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| United Bank | 2,700 | $262.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,700 | $262.0K | 0.04% | +2,700 | New |
| Soltis Investment Advisors LLC | 2,691 | $261.0K | 0.04% | +2,691 | New |
| Pallas Capital Advisors LLC | 2,226 | $260.0K | 0.04% | +2,226 | 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 |
| Prudential PLC | 2,623 | $255.0K | 0.00% | +2,623 | New |
| First Dallas Securities Inc. | 2,600 | $253.0K | 0.17% | +2,600 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 2,535 | $251.0K | 0.03% | +2,535 | New |
| Camden Capital, LLC | 2,576 | $250.0K | 0.06% | +2,576 | New |