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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 7,316 | $711.0K | 0.12% | 00.0% | Unchanged |
| Forte Capital LLC | 7,301 | $709.0K | 0.10% | +1,230+20.3% | Added |
| Lincoln Capital Corp | 7,273 | $707.0K | 0.40% | −3,478−32.4% | Reduced |
| Element Wealth, LLC | 7,266 | $706.0K | 0.55% | +30+0.4% | Added |
| Covenant Multifamily Offices, LLC | 7,253 | $705.0K | 0.13% | +7,253 | New |
| 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 |
| Homrich & Berg | 7,148 | $694.0K | 0.02% | −141−1.9% | Reduced |
| 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 |
| Sterneck Capital Management, LLC | 5,975 | $683.0K | 0.42% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,016 | $682.0K | 0.00% | +2,197+45.6% | Added |
| Wealthcare Advisory Partners LLC | 6,980 | $678.0K | 0.05% | −315−4.3% | Reduced |
| Advisors Asset Management, Inc. | 6,940 | $674.0K | 0.01% | +1,957+39.3% | Added |
| Laurel Wealth Advisors, Inc. | 6,925 | $673.0K | 0.09% | −211−3.0% | Reduced |
| KC Investment Advisors, LLC | 6,890 | $669.0K | 0.54% | +94+1.4% | Added |
| Bailard, Inc. | 6,878 | $668.0K | 0.02% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 6,867 | $667.1K | 0.37% | −12−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 6,860 | $666.0K | 0.16% | −6−0.1% | Reduced |
| GYL Financial Synergies, LLC | 6,838 | $664.0K | 0.34% | +108+1.6% | Added |
| Mission Wealth Management, LP | 6,780 | $659.0K | 0.04% | +3,095+84.0% | Added |
| Stonnington Group, LLC | 6,700 | $658.0K | 0.15% | +1,000+17.5% | Added |
| Horizon Kinetics Asset Management LLC | 6,725 | $653.0K | 0.01% | −2,000−22.9% | Reduced |
| Southland Equity Partners LLC | 6,693 | $650.2K | 0.31% | +4+0.1% | Added |
| Johanson Financial Advisors, Inc. | 6,315 | $647.0K | 0.22% | +50+0.8% | Added |
| Seelaus Asset Management LLC | 6,643 | $645.0K | 0.38% | +20.0% | Added |
| Hayden Royal, LLC | 6,634 | $644.0K | 0.35% | −56−0.8% | Reduced |
| Kingfisher Capital LLC | 6,627 | $644.0K | 0.16% | +50+0.8% | Added |
| Boenning & Scattergood, Inc. | 6,585 | $640.0K | 0.11% | −780−10.6% | Reduced |
| Visionary Wealth Advisors | 6,574 | $639.0K | 0.06% | −750−10.2% | Reduced |
| Nwam LLC | 6,495 | $631.0K | 0.06% | −1,107−14.6% | Reduced |
| Good Life Advisors, LLC | 6,492 | $631.0K | 0.12% | −192−2.9% | Reduced |
| Cerity Partners LLC | 6,492 | $631.0K | 0.01% | +1,970+43.6% | Added |
| NEXT Financial Group, Inc | 6,471 | $629.0K | 0.05% | −137−2.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,479 | $629.0K | 0.04% | +6,479 | New |
| First American Trust, FSB | 6,461 | $628.0K | 0.10% | −304−4.5% | Reduced |
| Frontier Wealth Management LLC | 6,451 | $627.0K | 0.04% | −350−5.1% | Reduced |
| Gateway Investment Advisers LLC | 6,413 | $623.0K | 0.01% | −1,856−22.4% | Reduced |
| Financial Partners Group, Inc | 6,364 | $618.0K | 0.16% | +34+0.5% | Added |
| J. L. Bainbridge & Co., Inc. | 6,353 | $617.0K | 0.08% | −43−0.7% | Reduced |
| Guggenheim Capital LLC | 6,300 | $612.0K | 0.00% | −2,630−29.5% | Reduced |
| Machina Capital S.A.S. | 6,281 | $610.0K | 1.03% | +6,281 | New |
| SRS Capital Advisors, Inc. | 6,236 | $606.0K | 0.08% | +6,236 | New |
| Mark Sheptoff Financial Planning, LLC | 6,225 | $605.0K | 0.32% | +125+2.0% | Added |
| Heritage Wealth Advisors | 6,205 | $602.8K | 0.04% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 6,200 | $602.0K | 0.46% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,400 | $601.0K | 0.12% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 6,192 | $601.0K | 0.02% | +6,192 | New |
| Centric Wealth Management | 6,181 | $600.0K | 0.21% | −5,231−45.8% | Reduced |
| Continuum Advisory, LLC | 6,170 | $599.0K | 0.19% | +6,170 | New |
| Gotham Asset Management, LLC | 6,138 | $596.0K | 0.03% | +235+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 6,106 | $593.0K | 0.36% | +1,869+44.1% | Added |
| Regentatlantic Capital LLC | 6,099 | $592.0K | 0.02% | +835+15.9% | Added |
| Curbstone Financial Management Corp | 6,040 | $587.0K | 0.11% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 6,000 | $583.0K | 0.50% | −1,000−14.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $583.0K | 0.19% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 6,000 | $583.0K | 0.29% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,000 | $582.0K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 5,984 | $581.0K | 0.04% | +899+17.7% | Added |
| Addison Capital Co | 5,974 | $580.0K | 0.28% | +23+0.4% | Added |
| Beacon Pointe Advisors, LLC | 5,974 | $580.0K | 0.02% | +5,974 | New |
| Boothbay Fund Management, LLC | 5,964 | $579.0K | 0.02% | −11,474−65.8% | Reduced |
| Cullen Capital Management LLC | 5,935 | $577.0K | 0.01% | −470−7.3% | Reduced |
| Calton & Associates, Inc. | 5,914 | $574.0K | 0.11% | −270−4.4% | Reduced |
| Alethea Capital Management, LLC | 5,900 | $573.0K | 0.36% | −2,200−27.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,888 | $572.0K | 0.03% | +1,125+23.6% | Added |
| Hallmark Capital Management Inc | 5,878 | $571.0K | 0.05% | 00.0% | Unchanged |
| Domani Wealth, LLC | 5,850 | $568.0K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,836 | $567.0K | 0.09% | +589+11.2% | Added |
| Tokio Marine Asset Management Co Ltd | 5,820 | $565.0K | 0.05% | +936+19.2% | Added |
| Tradition Wealth Management, LLC | 5,706 | $554.0K | 0.08% | +134+2.4% | Added |
| Overbrook Management Corp | 5,685 | $552.0K | 0.12% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,684 | $552.0K | 0.38% | +4+0.1% | Added |
| Davis R M Inc | 5,669 | $551.0K | 0.01% | −1,005−15.1% | Reduced |
| Advisor Partners LLC | 5,661 | $550.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,652 | $549.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,643 | $548.0K | 0.03% | −49−0.9% | Reduced |
| Allworth Financial LP | 5,606 | $545.0K | 0.01% | +342+6.5% | Added |
| Redhawk Wealth Advisors, Inc. | 5,612 | $545.0K | 0.12% | +1,018+22.2% | Added |
| Sax Wealth Advisors, LLC | 5,600 | $544.0K | 0.19% | 00.0% | Unchanged |
| Capital One Financial Corp | 5,576 | $542.0K | 0.07% | +273+5.1% | Added |
| Powell Investment Advisors, LLC | 5,521 | $536.0K | 0.33% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,463 | $531.0K | 0.06% | +50+0.9% | Added |
| Van Cleef Asset Management,Inc | 5,460 | $530.0K | 0.08% | +4+0.1% | Added |
| Benjamin Edwards Inc | 5,460 | $530.0K | 0.36% | +302+5.9% | Added |
| United Bank | 5,459 | $530.0K | 0.36% | +5,459 | New |
| Octavia Wealth Advisors, LLC | 5,431 | $528.0K | 0.14% | +42+0.8% | Added |
| Levin Capital Strategies, L.P. | 5,402 | $525.0K | 0.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,408 | $525.0K | 0.00% | +2,605+92.9% | Added |
| Crossmark Global Holdings, Inc. | 5,340 | $519.0K | 0.01% | +5,340 | New |
| Foundations Investment Advisors, LLC | 5,184 | $517.0K | 0.02% | +847+19.5% | Added |
| Profund Advisors LLC | 5,279 | $513.0K | 0.02% | −733−12.2% | Reduced |
| First Heartland Consultants, Inc. | 5,247 | $510.0K | 0.08% | −2,666−33.7% | Reduced |
| Evergreen Capital Management LLC | 5,239 | $509.0K | 0.02% | −219−4.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,200 | $505.0K | 0.07% | +5,200 | New |
| US Financial Advisors, LLC | 5,187 | $504.0K | 0.25% | −6,000−53.6% | Reduced |
| Cigna Investments Inc | 5,111 | $502.0K | 0.04% | +5,111 | New |
| Verition Fund Management LLC | 5,135 | $499.0K | 0.01% | −2,573−33.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,124 | $498.0K | 0.12% | +718+16.3% | Added |
| Perkins Coie Trust Co | 5,107 | $496.0K | 0.15% | 00.0% | Unchanged |