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 |
|---|---|---|---|---|---|
| American Research & Management Co. | 565 | $66.0K | 0.02% | −60−9.6% | Reduced |
| Tacita Capital Inc | 595 | $69.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 665 | $77.0K | 0.03% | +365+121.7% | Added |
| Sargent Bickham Lagudis LLC | 672 | $78.0K | 0.01% | +103+18.1% | Added |
| City Holding Co | 687 | $80.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 750 | $87.0K | 0.03% | +750 | New |
| Cordasco Financial Network | 763 | $89.0K | 0.06% | +5+0.7% | Added |
| Stonebridge Financial Planning Group, LLC | 622 | $90.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 770 | $90.0K | 0.01% | +425+123.2% | Added |
| Evoke Wealth, LLC | 800 | $93.0K | 0.00% | +375+88.2% | Added |
| First Horizon Advisors, Inc. | 806 | $93.0K | 0.00% | +536+198.5% | Added |
| McIlrath & Eck, LLC | 806 | $94.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 818 | $95.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 845 | $98.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 881 | $102.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 889 | $103.0K | 0.11% | 00.0% | Unchanged |
| Arlington Partners LLC | 899 | $105.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 899 | $105.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 966 | $113.0K | 0.01% | +78+8.8% | Added |
| State of Wyoming | 982 | $114.0K | 0.07% | +703+252.0% | Added |
| Global Trust Asset Management, LLC | 1,000 | $116.0K | 0.05% | −284−22.1% | Reduced |
| Islay Capital Management, LLC | 1,000 | $116.0K | 0.09% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,000 | $116.0K | 0.05% | +350+53.8% | Added |
| Hoey Investments, Inc | 1,000 | $116.0K | 0.04% | +1,000 | New |
| Arrow Financial Corp | 1,008 | $117.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,004 | $117.0K | 0.07% | +7+0.7% | Added |
| Asset Dedication, LLC | 1,025 | $117.0K | 0.02% | +325+46.4% | Added |
| Wolff Wiese Magana LLC | 1,033 | $120.0K | 0.08% | −242−19.0% | Reduced |
| Proffitt & Goodson Inc | 1,086 | $126.0K | 0.02% | −862−44.3% | Reduced |
| SG3 Management, LLC | 1,100 | $128.0K | 0.05% | −2,400−68.6% | Reduced |
| Lee Financial Co | 1,126 | $131.0K | 0.03% | +238+26.8% | Added |
| Leelyn Smith, LLC | 1,165 | $136.0K | 0.04% | −25−2.1% | Reduced |
| Fortis Advisors, LLC | 1,200 | $140.0K | 0.09% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,219 | $142.0K | 0.01% | +719+143.8% | Added |
| Heritage Wealth Management, LLC | 1,234 | $144.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,248 | $146.0K | 0.09% | +584+88.0% | Added |
| First Bank & Trust | 1,277 | $149.0K | 0.07% | +60+4.9% | Added |
| Cypress Point Wealth Management, LLC | 1,290 | $150.0K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,336 | $155.0K | 0.01% | +1,336 | New |
| Delta Asset Management LLC | 1,355 | $158.0K | 0.02% | −181−11.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,400 | $163.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,412 | $164.0K | 0.04% | +249+21.4% | Added |
| Hills Bank & Trust Co | 1,430 | $166.0K | 0.03% | +1,430 | New |
| Carolinas Wealth Consulting LLC | 1,453 | $169.0K | 0.04% | −226−13.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,467 | $171.0K | 0.03% | +3+0.2% | Added |
| Tompkins Financial Corp | 1,500 | $175.0K | 0.03% | +1,500 | New |
| First Personal Financial Services | 1,604 | $187.0K | 0.05% | −190−10.6% | Reduced |
| Manchester Capital Management LLC | 1,619 | $188.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,700 | $198.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,721 | $200.2K | 0.01% | −177−9.3% | Reduced |
| Doheny Asset Management | 1,725 | $201.0K | 0.14% | +1,725 | New |
| Abbrea Capital, LLC | 1,740 | $202.0K | 0.03% | +1,740 | New |
| McCarthy Asset Management, Inc. | 1,732 | $202.0K | 0.15% | +1,732 | New |
| Essex Savings Bank | 1,610 | $203.0K | 0.07% | +1,610 | New |
| Banque Pictet & Cie SA | 1,750 | $204.0K | 0.00% | +1,750 | New |
| Kavar Capital Partners Group, LLC | 1,750 | $204.0K | 0.05% | +1,750 | New |
| ZWJ Investment Counsel Inc | 1,765 | $205.0K | 0.01% | +1,765 | New |
| Brighton Jones LLC | 1,770 | $206.0K | 0.01% | +1,770 | New |
| Mount Yale Investment Advisors, LLC | 1,770 | $206.0K | 0.02% | +1,770 | New |
| Wolff Financial Management LLC | 1,775 | $207.0K | 0.18% | +1,775 | New |
| Wealth Dimensions Group, Ltd. | 1,777 | $207.0K | 0.13% | +1,777 | New |
| Gateway Advisory, LLC | 1,788 | $208.0K | 0.04% | +1,788 | New |
| Charter Research & Investment Group, Inc. | 1,790 | $208.0K | 0.17% | +1,790 | New |
| Modera Wealth Management, LLC | 1,796 | $209.0K | 0.01% | +1,796 | New |
| Trust Investment Advisors | 1,800 | $209.0K | 0.19% | +1,800 | New |
| Emerald Mutual Fund Advisers Trust | 1,814 | $211.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,813 | $211.0K | 0.01% | +1,813 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,810 | $211.0K | 0.08% | +1,810 | New |
| Carnegie Capital Asset Management, LLC | 1,829 | $213.0K | 0.01% | +1,829 | New |
| Shufro Rose & Co LLC | 1,847 | $215.0K | 0.02% | +1,847 | New |
| BancorpSouth Bank | 1,850 | $215.0K | 0.03% | +1,850 | New |
| Ashton Thomas Private Wealth, LLC | 1,854 | $215.7K | 0.03% | +1,854 | New |
| Park National Corp | 1,855 | $216.0K | 0.01% | +1,855 | New |
| Palisade Asset Management, LLC | 1,860 | $216.0K | 0.03% | +1,860 | New |
| Fort Point Capital Partners LLC | 1,860 | $216.0K | 0.03% | +1,860 | New |
| Private Ocean, LLC | 1,866 | $217.0K | 0.03% | +47+2.6% | Added |
| Professional Planning | 1,876 | $218.0K | 0.10% | +1,876 | New |
| Monument Capital Management | 1,890 | $220.0K | 0.07% | +1,890 | New |
| Capital Investment Advisory Services, LLC | 1,903 | $221.0K | 0.03% | −2,100−52.5% | Reduced |
| Stonebridge Capital Advisors LLC | 1,899 | $221.0K | 0.03% | +14+0.7% | Added |
| Mackay Shields LLC | 1,900 | $221.0K | 0.00% | +1,900 | New |
| Mainstay Capital Management LLC | 1,902 | $222.0K | 0.13% | −374−16.4% | Reduced |
| JNBA Financial Advisors | 1,917 | $223.0K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,922 | $224.0K | 0.02% | +1,922 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 1,928 | $224.0K | 0.01% | +1,928 | New |
| Phocas Financial Corp. | 1,928 | $224.0K | 0.03% | +1,928 | New |
| Whalerock Point Partners, LLC | 1,928 | $224.0K | 0.09% | +1,928 | New |
| High Falls Advisors, Inc | 1,922 | $224.0K | 0.06% | +1,922 | New |
| Biltmore Family Office, LLC | 1,927 | $224.0K | 0.05% | +1,927 | New |
| DF Dent & Co Inc | 1,934 | $225.0K | 0.00% | +1,934 | New |
| Stock Yards Bank & Trust Co | 1,940 | $226.0K | 0.01% | +1,940 | New |
| Associated Banc-Corp | 2,005 | $233.0K | 0.01% | −1,757−46.7% | Reduced |
| Aries Wealth Management | 2,000 | $233.0K | 0.10% | −200−9.1% | Reduced |
| Sovereign Financial Group, Inc. | 2,000 | $233.0K | 0.13% | −850−29.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,000 | $233.0K | 0.01% | −100−4.8% | Reduced |
| Evermay Wealth Management LLC | 2,000 | $233.0K | 0.05% | −44−2.2% | Reduced |
| Weybosset Research & Management LLC | 1,999 | $233.0K | 0.09% | +1,999 | New |
| Madison Asset Management, LLC | 2,000 | $233.0K | 0.00% | +2,000 | New |
| Sather Financial Group Inc | 2,000 | $233.0K | 0.02% | +2,000 | New |
| Peak Financial Management, Inc. | 2,002 | $233.0K | 0.08% | +2,002 | New |