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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 24,137 | $2.81M | 1.04% | −166−0.7% | Reduced |
| Poehling Capital Management, LLC | 24,272 | $2.82M | 0.95% | −59−0.2% | Reduced |
| Means Investment Co., Inc. | 24,298 | $2.83M | 0.56% | −595−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 24,324 | $2.83M | 0.09% | +12,509+105.9% | Added |
| Bradley Mark J. | 24,397 | $2.84M | 1.94% | −170−0.7% | Reduced |
| Compass Ion Advisors, LLC | 24,458 | $2.85M | 1.02% | +149+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,502 | $2.85M | 0.04% | −21,098−46.3% | Reduced |
| Sculati Wealth Management, LLC | 24,657 | $2.87M | 1.52% | −1,207−4.7% | Reduced |
| Berkshire Asset Management LLC | 24,751 | $2.88M | 0.19% | +704+2.9% | Added |
| Penbrook Management LLC | 24,780 | $2.88M | 1.81% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.91M | 0.79% | −5,000−16.7% | Reduced |
| Pensionfund Sabic | 25,000 | $2.91M | 0.61% | +25,000 | New |
| Snowden Capital Advisors LLC | 25,038 | $2.91M | 0.15% | −1,171−4.5% | Reduced |
| Boston Financial Mangement LLC | 25,150 | $2.93M | 0.12% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 24,691 | $2.93M | 0.05% | −1,894−7.1% | Reduced |
| Mercer Global Advisors Inc | 25,182 | $2.93M | 0.02% | −434−1.7% | Reduced |
| Wintrust Investments LLC | 25,270 | $2.94M | 0.40% | −2,028−7.4% | Reduced |
| Meridian Wealth Management, LLC | 25,338 | $2.95M | 0.36% | −818−3.1% | Reduced |
| Marshall Wace, LLP | 25,514 | $2.97M | 0.01% | −278,343−91.6% | Reduced |
| 1st Source Bank | 25,680 | $2.99M | 0.19% | +413+1.6% | Added |
| Slow Capital, Inc. | 25,919 | $3.02M | 0.55% | −4,757−15.5% | Reduced |
| Synovus Financial Corp | 25,853 | $3.02M | 0.03% | +13,482+109.0% | Added |
| Cohen Investment Advisors LLC | 26,024 | $3.03M | 2.32% | −11,318−30.3% | Reduced |
| Beech Hill Advisors, Inc. | 26,230 | $3.05M | 1.27% | −9,040−25.6% | Reduced |
| RKL Wealth Management LLC | 26,255 | $3.06M | 0.39% | −453−1.7% | Reduced |
| Lake Street Financial LLC | 26,309 | $3.06M | 0.75% | +1,516+6.1% | Added |
| Oliver Luxxe Assets LLC | 26,381 | $3.07M | 0.85% | +587+2.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,406 | $3.07M | 1.95% | −35−0.1% | Reduced |
| Wealthstar Advisors, LLC | 26,448 | $3.08M | 1.13% | +26,448 | New |
| Johnson Investment Counsel Inc | 26,541 | $3.09M | 0.04% | −2,622−9.0% | Reduced |
| Avantax Advisory Services, Inc. | 26,584 | $3.10M | 0.05% | −4,173−13.6% | Reduced |
| Accuvest Global Advisors | 26,175 | $3.11M | 1.47% | +7,526+40.4% | Added |
| Blueshift Asset Management, LLC | 26,762 | $3.11M | 0.17% | +26,762 | New |
| HAP Trading, LLC | 26,878 | $3.13M | 0.23% | −6,480−19.4% | Reduced |
| Castle Rock Wealth Management, LLC | 22,044 | $3.13M | 1.07% | +739+3.5% | Added |
| Hennessy Advisors Inc | 27,000 | $3.14M | 0.19% | −3,000−10.0% | Reduced |
| Modus Advisors, LLC | 27,088 | $3.15M | 1.36% | −2,419−8.2% | Reduced |
| Cadinha & Co LLC | 27,150 | $3.16M | 0.45% | −11,500−29.8% | Reduced |
| Citizens Business Bank | 27,155 | $3.16M | 0.42% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27,202 | $3.17M | 0.13% | −190−0.7% | Reduced |
| Abbot Financial Management, Inc. | 27,343 | $3.18M | 1.45% | −123−0.4% | Reduced |
| TrinityPoint Wealth, LLC | 27,421 | $3.19M | 0.61% | −101−0.4% | Reduced |
| Wedbush Securities Inc | 27,471 | $3.20M | 0.15% | −3,161−10.3% | Reduced |
| Grandview Asset Management LLC | 27,600 | $3.21M | 3.30% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 27,789 | $3.23M | 0.04% | −1,856−6.3% | Reduced |
| Conway Capital Management, Inc. | 27,832 | $3.24M | 2.19% | +498+1.8% | Added |
| Syntal Capital Partners, LLC | 27,925 | $3.25M | 1.12% | +27,925 | New |
| Baldrige Asset Management LLC | 28,098 | $3.27M | 1.36% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 28,118 | $3.27M | 0.11% | −5,674−16.8% | Reduced |
| Virtu Financial LLC | 28,121 | $3.27M | 0.29% | +6,853+32.2% | Added |
| Prudential Financial Inc | 24,500 | $3.27M | 0.00% | −68,205−73.6% | Reduced |
| GWM Advisors LLC | 28,179 | $3.28M | 0.08% | +11,791+71.9% | Added |
| Intellectus Partners, LLC | 28,304 | $3.29M | 0.80% | −8,288−22.6% | Reduced |
| Glenmede Trust Co NA | 28,318 | $3.29M | 0.02% | +4,472+18.8% | Added |
| Panagora Asset Management Inc | 28,628 | $3.33M | 0.02% | +4,676+19.5% | Added |
| Proequities, Inc. | 28,712 | $3.34M | 0.20% | +86+0.3% | Added |
| Zeke Capital Advisors, LLC | 28,844 | $3.36M | 0.19% | −50−0.2% | Reduced |
| Cresset Asset Management, LLC | 28,846 | $3.36M | 0.05% | +10,631+58.4% | Added |
| Capital Planning Advisors, LLC | 28,934 | $3.37M | 0.70% | −155−0.5% | Reduced |
| Financial Architects, Inc | 29,034 | $3.38M | 0.49% | +30.0% | Added |
| Atria Investments LLC | 29,044 | $3.38M | 0.06% | +5,264+22.1% | Added |
| Somerset Group LLC | 29,139 | $3.39M | 2.45% | −1,118−3.7% | Reduced |
| Stamos Capital Partners, L.P. | 29,190 | $3.40M | 1.90% | 00.0% | Unchanged |
| Sciencast Management LP | 29,114 | $3.40M | 0.96% | +25,928+813.8% | Added |
| Naples Global Advisors, LLC | 29,465 | $3.43M | 0.45% | −500−1.7% | Reduced |
| Lake Street Advisors Group, LLC | 29,479 | $3.43M | 0.37% | +29,479 | New |
| Fifth Third Bancorp | 29,499 | $3.43M | 0.01% | −2,871−8.9% | Reduced |
| Pathstone Family Office, LLC | 29,501 | $3.43M | 0.10% | +140+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,518 | $3.43M | 0.15% | +29,518 | New |
| ExodusPoint Capital Management, LP | 29,599 | $3.44M | 0.05% | −41,231−58.2% | Reduced |
| Jag Capital Management, LLC | 29,982 | $3.49M | 0.27% | +3,244+12.1% | Added |
| Laidlaw Wealth Management LLC | 30,100 | $3.50M | 0.90% | +844+2.9% | Added |
| Kore Private Wealth LLC | 30,367 | $3.53M | 0.37% | −1,211−3.8% | Reduced |
| Holderness Investments Co | 30,420 | $3.54M | 1.17% | −482−1.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 30,538 | $3.55M | 1.04% | +3,414+12.6% | Added |
| BW Gestao de Investimentos Ltda. | 30,590 | $3.56M | 1.11% | +3,580+13.3% | Added |
| Avitas Wealth Management LLC | 30,655 | $3.57M | 0.65% | +250+0.8% | Added |
| SFE Investment Counsel | 30,893 | $3.59M | 1.01% | −5,752−15.7% | Reduced |
| Achmea Investment Management B.V. | 31,139 | $3.62M | 0.11% | +17,983+136.7% | Added |
| MD Financial Management Inc. | 31,227 | $3.63M | 0.09% | +31,227 | New |
| Paradigm Financial Partners, LLC | 32,599 | $3.76M | 0.89% | +776+2.4% | Added |
| Natixis Advisors, L.P. | 32,610 | $3.79M | 0.02% | −45,222−58.1% | Reduced |
| Kovack Advisors, Inc. | 32,741 | $3.81M | 0.41% | +1,129+3.6% | Added |
| Piershale Financial Group, Inc. | 32,783 | $3.81M | 1.57% | +32,783 | New |
| BigSur Wealth Management LLC | 33,242 | $3.87M | 1.74% | +9,900+42.4% | Added |
| Welch Group, LLC | 33,388 | $3.88M | 0.26% | +3,221+10.7% | Added |
| Granite Investment Advisors, LLC | 34,255 | $3.98M | 0.65% | −8,319−19.5% | Reduced |
| Sierra Capital LLC | 34,478 | $4.01M | 0.67% | +133+0.4% | Added |
| Integrated Advisors Network LLC | 34,592 | $4.02M | 0.27% | +3,808+12.4% | Added |
| MAI Capital Management | 34,594 | $4.03M | 0.08% | −1,726−4.8% | Reduced |
| Fred Alger Management, LLC | 34,680 | $4.04M | 0.01% | +136+0.4% | Added |
| Ellsworth Advisors, LLC | 34,753 | $4.04M | 1.84% | +5,287+17.9% | Added |
| Mutual Advisors, LLC | 34,823 | $4.05M | 0.24% | +12,352+55.0% | Added |
| Perigon Wealth Management, LLC | 35,019 | $4.07M | 0.35% | −729−2.0% | Reduced |
| Strategic Capital Advisers, Inc. | 35,125 | $4.09M | 3.18% | −3,246−8.5% | Reduced |
| Candriam Luxembourg S.C.A. | 35,743 | $4.16M | 0.03% | +1,743+5.1% | Added |
| Apollon Wealth Management, LLC | 35,929 | $4.18M | 0.57% | −1,154−3.1% | Reduced |
| Alerus Financial NA | 36,079 | $4.20M | 0.38% | −7,780−17.7% | Reduced |
| PEAK6 Investments LLC | 36,265 | $4.22M | 0.09% | +36,265 | New |
| Centaurus Financial, Inc. | 36,282 | $4.22M | 0.35% | +151+0.4% | Added |