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Blackstone Inc.

BX
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NYSE
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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, Q3 2021

Institutional positions in Blackstone Inc. as of Sep 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
1,438
+136 vs. Q2 2021
Shares held
425.9M
−4.89M (−1.1%) vs. Q2 2021
Total value
$49.6B
+$7.74B (+18.5%) vs. Q2 2021
New holders
190
495 more added
Sold out
54
535 more reduced

21 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,438 institutions
Q1 2021: 1,188 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,438 institutionsQ4 2021: 1,636 institutionsQ1 2022: 1,676 institutionsQ2 2022: 1,585 institutionsQ3 2022: 1,533 institutionsQ4 2022: 1,555 institutionsQ1 2023: 1,561 institutionsQ2 2023: 1,585 institutionsQ3 2023: 1,667 institutionsQ4 2023: 1,809 institutionsQ1 2024: 1,848 institutionsQ2 2024: 1,865 institutionsQ3 2024: 1,938 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,084 institutionsQ2 2025: 2,112 institutionsQ3 2025: 2,205 institutionsQ4 2025: 2,287 institutionsQ1 2026: 2,137 institutionsQ2 2026: 2,157 institutions
Value heldQ3 2021: $49.6B
Q1 2021: $30.8BQ2 2021: $41.9BQ3 2021: $49.6BQ4 2021: $56.3BQ1 2022: $55.9BQ2 2022: $39.9BQ3 2022: $37.2BQ4 2022: $33.9BQ1 2023: $40.3BQ2 2023: $42.4BQ3 2023: $53.3BQ4 2023: $65.6BQ1 2024: $64.9BQ2 2024: $61.6BQ3 2024: $77.8BQ4 2024: $88.4BQ1 2025: $71.5BQ2 2025: $76.6BQ3 2025: $87.1BQ4 2025: $79.0BQ1 2026: $60.3BQ2 2026: $63.4B
Institutions holding BX and their total value by quarter
QuarterHoldersValue
Q2 20262,157$63.4B
Q1 20262,137$60.3B
Q4 20252,287$79.0B
Q3 20252,205$87.1B
Q2 20252,112$76.6B
Q1 20252,084$71.5B
Q4 20242,135$88.4B
Q3 20241,938$77.8B
Q2 20241,865$61.6B
Q1 20241,848$64.9B
Q4 20231,809$65.6B
Q3 20231,667$53.3B
Q2 20231,585$42.4B
Q1 20231,561$40.3B
Q4 20221,555$33.9B
Q3 20221,533$37.2B
Q2 20221,585$39.9B
Q1 20221,676$55.9B
Q4 20211,636$56.3B
Q3 20211,438$49.6B
Q2 20211,323$41.9B
Q1 20211,188$30.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2021.

Institutions holding BX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Joseph P. Lucia & Associates, LLC3$00.00%00.0%Unchanged
Consolidated Planning Corp3$00.00%+3New
McClarren Financial Advisors, Inc.5$00.00%+5New
Jones Financial Companies LLLP7$1.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC21$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC14$2.00K0.00%+6+75.0%Added
Hoese & Co LLP27$3.00K0.00%00.0%Unchanged
Montag A & Associates Inc23$3.00K0.00%00.0%Unchanged
Ellevest, Inc.26$3.00K0.00%+26New
Cribstone Capital Management, LLC26$3.00K0.00%+26New
Meridian Wealth Partners, LLC32$3.00K0.00%+32New
PFG Private Wealth Management, LLC22$3.00K0.00%+22New
Better Money Decisions, LLC33$4.00K0.00%00.0%Unchanged
Corbenic Partners LLC38$4.00K0.00%+38New
Cahill Financial Advisors Inc35$4.00K0.00%+35New
Delos Wealth Advisors, LLC32$4.00K0.00%+32New
West Paces Advisors Inc.35$4.07K0.00%00.0%Unchanged
HBC Financial Services, PLLC50$5.00K0.00%00.0%Unchanged
Investors Research Corp50$6.00K0.00%00.0%Unchanged
Larson Financial Group LLC48$6.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors57$7.00K0.00%00.0%Unchanged
Resolute Partners Group66$8.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.80$9.00K0.00%−1−1.2%Reduced
MV Capital Management, Inc.81$9.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC80$9.00K0.01%+80New
Sterling Financial Planning, Inc.85$10.0K0.01%00.0%Unchanged
Northern Oak Wealth Management Inc95$11.0K0.00%−116−55.0%Reduced
Syverson Strege & Co91$11.0K0.01%+91New
Zions Bancorporation, N.A.107$12.0K0.00%−10−8.5%Reduced
First Financial Corp100$12.0K0.01%00.0%Unchanged
BBVA USA100$12.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$12.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC100$12.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC100$12.0K0.01%00.0%Unchanged
PSI Advisors, LLC100$12.0K0.01%+100New
Institutional & Family Asset Management, LLC115$13.0K0.00%−24−17.3%Reduced
Bourgeon Capital Management LLC116$13.0K0.00%00.0%Unchanged
Macroview Investment Management LLC114$13.0K0.02%+114New
Cutler Group LP128$14.0K0.00%−28,636−99.6%Reduced
TSFG, LLC124$14.0K0.01%+1+0.8%Added
Country Trust Bank118$14.0K0.00%+20+20.4%Added
Independence Bank of Kentucky125$15.0K0.01%+125New
Smith Group Asset Management, LLC125$15.0K0.00%+125New
Jackson, Grant Investment Advisers, Inc.140$16.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC136$16.0K0.01%+36+36.0%Added
Trustcore Financial Services, LLC150$17.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.150$17.0K0.00%00.0%Unchanged
Simon Quick Advisors, LLC150$17.0K0.00%00.0%Unchanged
Security National Trust Co200$19.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management164$19.0K0.00%+164New
Versant Capital Management, Inc181$21.0K0.01%−245−57.5%Reduced
Motco188$22.0K0.00%−248−56.9%Reduced
American National Bank200$23.0K0.01%+150+300.0%Added
Annapolis Financial Services, LLC200$23.0K0.01%+200New
Community Bank, N.A.200$24.0K0.00%00.0%Unchanged
Trust Co210$24.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.207$24.0K0.01%00.0%Unchanged
Hartford Financial Management Inc.227$26.0K0.01%+2+0.9%Added
Bell Investment Advisors, Inc227$26.0K0.01%+227New
Archer Investment Corp231$26.9K0.01%00.0%Unchanged
Quadrant Capital Group LLC236$27.0K0.00%+41+21.0%Added
Providence Capital Advisors, LLC241$28.0K0.01%+2+0.8%Added
Gables Capital Management Inc.240$28.0K0.02%00.0%Unchanged
CVA Family Office, LLC547$29.0K0.02%00.0%Unchanged
Wealth Quarterback LLC249$29.0K0.02%+2+0.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$29.1K0.03%−250−50.0%Reduced
Core Wealth Advisors, Inc.265$31.0K0.02%00.0%Unchanged
Laurel Wealth Advisors LLC272$32.0K0.01%−197−42.0%Reduced
Liberty Wealth Management LLC271$32.0K0.01%+16+6.3%Added
Kelly Financial Services LLC283$32.9K0.02%−27,208−99.0%Reduced
Assetmark, Inc294$34.0K0.00%+136+86.1%Added
HC Financial Advisors Inc300$35.0K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC300$35.0K0.01%00.0%Unchanged
Truvestments Capital LLC300$35.0K0.02%00.0%Unchanged
Salem Investment Counselors Inc300$35.0K0.00%+100+50.0%Added
Logan Capital Management Inc305$35.0K0.00%+150+96.8%Added
Sound Income Strategies, LLC307$36.0K0.00%00.0%Unchanged
Burleson & Company, LLC333$39.0K0.01%−172−34.1%Reduced
Kayne Anderson Rudnick Investment Management LLC345$40.0K0.00%−346−50.1%Reduced
AllSquare Wealth Management LLC346$40.0K0.02%00.0%Unchanged
Carmichael Hill & Associates, Inc.352$41.0K0.02%−150−29.9%Reduced
Ayalon Holdings Ltd.405$47.0K0.02%−2,330−85.2%Reduced
Tortoise Investment Management, LLC400$47.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC410$47.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC423$49.0K0.01%−50−10.6%Reduced
Private Capital Group, LLC443$52.0K0.01%+138+45.2%Added
Magellan Asset Management Ltd475$55.0K0.00%−465−49.5%Reduced
Clean Yield Group471$55.0K0.02%00.0%Unchanged
Ibex Wealth Advisors472$55.0K0.01%+472New
Mascoma Wealth Management LLC470$55.0K0.02%+470New
Concord Wealth Partners497$58.0K0.02%−1,519−75.3%Reduced
Capital Advisors, Ltd. LLC500$58.0K0.01%00.0%Unchanged
Evolution Wealth Advisors, LLC500$58.0K0.01%00.0%Unchanged
Vestor Capital, LLC500$58.0K0.01%+500New
Horizon Financial Services, LLC500$58.0K0.04%+500New
Tower View Investment Management & Research LLC500$58.0K0.03%+500New
Professional Financial Advisors, LLC522$61.0K0.03%+3+0.6%Added
Sugarloaf Wealth Management, LLC538$63.0K0.02%+3+0.6%Added
Cypress Capital Management LLC (WY)553$64.0K0.05%00.0%Unchanged
Financial Perspectives, Inc560$65.2K0.03%00.0%Unchanged