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 |
|---|---|---|---|---|---|
| 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 |
| Executive Wealth Management, LLC | 2,539 | $246.0K | 0.03% | +2,539 | New |
| StrategIQ Financial Group, LLC | 2,513 | $244.0K | 0.05% | +2,513 | 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 |
| Northstar Investment Advisors LLC | 2,100 | $242.0K | 0.03% | +2,100 | 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 |
| 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 |
| Reik & Co., LLC | 2,425 | $236.0K | 0.06% | +2,425 | New |
| Oakworth Capital, Inc. | 2,400 | $233.0K | 0.02% | −34−1.4% | Reduced |
| 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 |
| Regent Investment Management LLC | 2,375 | $231.0K | 0.05% | −375−13.6% | Reduced |
| Legacy Wealth Planning, LLC | 2,381 | $231.0K | 0.26% | +2,381 | New |
| Nottingham Advisors, Inc. | 2,357 | $229.0K | 0.03% | +2,357 | New |
| Edge Capital Group, LLC | 2,356 | $229.0K | 0.02% | +2,356 | New |
| Archford Capital Strategies, LLC | 2,346 | $228.0K | 0.06% | −880−27.3% | Reduced |
| TCTC Holdings, LLC | 2,325 | $226.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 2,252 | $225.0K | 0.02% | +2,252 | New |
| Procyon Private Wealth Partners, LLC | 2,308 | $224.0K | 0.06% | +2,308 | New |
| Selective Wealth Management, Inc. | 2,300 | $223.0K | 0.18% | +1,843+403.3% | Added |
| Bryn Mawr Trust Co | 2,296 | $223.0K | 0.01% | +2,296 | New |
| Mainstay Capital Management LLC | 2,276 | $222.0K | 0.05% | +2,276 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,278 | $221.0K | 0.01% | +2,278 | New |
| Camelot Portfolios, LLC | 2,275 | $221.0K | 0.09% | +2,275 | New |
| Pacific Global Investment Management CO | 2,263 | $220.0K | 0.04% | +2,263 | New |
| Woodward Diversified Capital, LLC | 2,244 | $218.0K | 0.12% | +2,244 | New |
| Legacy Private Trust Co. | 2,230 | $217.0K | 0.02% | +2,230 | New |
| SOA Wealth Advisors, LLC. | 2,228 | $216.0K | 0.06% | −9,997−81.8% | Reduced |
| Keel Point, LLC | 2,223 | $216.0K | 0.03% | −537−19.5% | Reduced |
| Bartlett & Co. LLC | 2,220 | $216.0K | 0.00% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,219 | $216.0K | 0.03% | +2,219 | New |
| Bartlett & Co. Wealth Management LLC | 2,220 | $215.7K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,209 | $215.0K | 0.04% | −243−9.9% | Reduced |
| Chicago Trust Co NA | 2,211 | $215.0K | 0.05% | +2,211 | New |
| Guyasuta Investment Advisors Inc | 2,200 | $214.0K | 0.02% | +2,200 | New |
| Vaughan David Investments LLC | 2,200 | $214.0K | 0.01% | +2,200 | New |
| Thoroughbred Financial Services, LLC | 2,201 | $214.0K | 0.05% | +2,201 | New |
| Measured Wealth Private Client Group, LLC | 2,203 | $214.0K | 0.07% | +2,203 | New |
| Aries Wealth Management | 2,200 | $214.0K | 0.09% | +2,200 | New |
| Royal Fund Management, LLC | 2,204 | $214.0K | 0.04% | +2,204 | New |
| Marshall Financial Group LLC | 2,193 | $213.0K | 0.12% | +2,193 | New |
| Sovereign Financial Group, Inc. | 2,850 | $212.0K | 0.13% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2,182 | $212.0K | 0.07% | +77+3.7% | Added |
| Winthrop Advisory Group LLC | 2,178 | $212.0K | 0.05% | +2,178 | New |
| Grant/GrossMendelsohn, LLC | 2,075 | $212.0K | 0.18% | +2,075 | New |
| Engine No. 1 LLC | 2,183 | $212.0K | 0.06% | +2,183 | New |
| MidWestOne Financial Group, Inc. | 2,175 | $211.0K | 0.05% | +2,175 | New |
| Harbour Capital Advisors, LLC | 2,175 | $211.0K | 0.06% | +2,175 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,162 | $210.0K | 0.05% | +2,162 | New |
| AMG National Trust Bank | 2,150 | $209.0K | 0.01% | +2,150 | New |
| Perennial Investment Advisors, LLC | 2,152 | $209.0K | 0.08% | +2,152 | New |
| Eudaimonia Partners, LLC | 2,138 | $208.0K | 0.04% | −36−1.7% | Reduced |
| Wetherby Asset Management Inc | 2,140 | $208.0K | 0.01% | +2,140 | New |
| First National Trust Co | 2,125 | $206.0K | 0.01% | +2,125 | New |
| Reynders McVeigh Capital Management, LLC | 2,100 | $204.0K | 0.01% | +2,100 | New |
| Westover Capital Advisors, LLC | 2,105 | $204.0K | 0.07% | +2,105 | New |
| Outlook Wealth Advisors, LLC | 2,105 | $204.0K | 0.07% | +2,105 | New |
| Klingenstein Fields & Co LP | 2,088 | $203.0K | 0.01% | +2,088 | New |
| Financial Advisors Network, Inc. | 2,067 | $201.0K | 0.06% | +2,067 | New |
| Nicholas Hoffman & Company, LLC. | 2,061 | $200.0K | 0.04% | +2,061 | New |
| Baystate Wealth Management LLC | 2,045 | $199.0K | 0.02% | +375+22.5% | Added |
| Evermay Wealth Management LLC | 2,044 | $199.0K | 0.04% | +2,044 | New |
| Concord Wealth Partners | 2,016 | $196.0K | 0.06% | −100−4.7% | Reduced |
| FORA Capital, LLC | 1,951 | $190.0K | 0.04% | −9,127−82.4% | Reduced |
| Proffitt & Goodson Inc | 1,948 | $189.0K | 0.03% | −1,603−45.1% | Reduced |
| JNBA Financial Advisors | 1,917 | $186.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,910 | $186.0K | 0.06% | +1,910 | New |
| TD Private Client Wealth LLC | 1,898 | $184.4K | 0.01% | +254+15.5% | Added |
| Glassman Wealth Services | 1,888 | $183.0K | 0.04% | −875−31.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,885 | $183.0K | 0.02% | −62−3.2% | Reduced |
| Private Ocean, LLC | 1,819 | $177.0K | 0.02% | −204−10.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,814 | $176.0K | 0.01% | +1,814 | New |
| First Personal Financial Services | 1,794 | $174.0K | 0.04% | −810−31.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,779 | $173.0K | 0.04% | +1,779 | New |
| Tower Research Capital LLC (TRC) | 1,750 | $170.0K | 0.00% | −19,026−91.6% | Reduced |
| WealthShield Partners, LLC | 1,718 | $167.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,700 | $165.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,679 | $163.0K | 0.04% | +192+12.9% | Added |
| Manchester Capital Management LLC | 1,619 | $157.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,536 | $149.0K | 0.01% | +261+20.5% | Added |
| Rockbridge Investment Management, LCC | 1,464 | $142.0K | 0.02% | +4+0.3% | Added |
| HHM Wealth Advisors, LLC | 1,400 | $136.0K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,284 | $125.0K | 0.06% | +384+42.7% | Added |
| Cypress Point Wealth Management, LLC | 1,290 | $125.0K | 0.09% | +961+292.1% | Added |
| Wolff Wiese Magana LLC | 1,275 | $124.0K | 0.09% | −39−3.0% | Reduced |
| Heritage Wealth Management, LLC | 1,234 | $120.0K | 0.05% | +496+67.2% | Added |
| First Bank & Trust | 1,217 | $118.0K | 0.06% | +100+9.0% | Added |
| Fortis Advisors, LLC | 1,200 | $117.0K | 0.07% | +300+33.3% | Added |