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Blackstone Inc.

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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
Port Capital LLC2,000$233.0K0.01%+2,000New
Atticus Wealth Management, LLC2,008$234.0K0.10%+1,008+100.8%Added
Princeton Capital Management LLC2,008$234.0K0.07%+2,008New
Altshuler Shaham Ltd2,002$234.0K0.00%+2,002New
Frisch Financial Group, Inc.2,017$235.0K0.08%+2,017New
Purus Wealth Management, LLC2,033$236.0K0.16%+2,033New
WealthShield Partners, LLC2,032$237.0K0.06%+314+18.3%Added
GM Advisory Group, Inc.2,033$237.0K0.02%+2,033New
Pegasus Partners Ltd.2,035$237.0K0.04%+2,035New
Baystate Wealth Management LLC2,045$238.0K0.02%00.0%Unchanged
Chicago Capital, LLC2,050$238.0K0.01%+2,050New
Virtue Capital Management, LLC2,055$239.0K0.04%+2,055New
Act Wealth Management, LLC2,475$240.0K0.15%00.0%Unchanged
Nicholas Hoffman & Company, LLC.2,061$240.0K0.04%00.0%Unchanged
Glassman Wealth Services2,070$241.0K0.05%+182+9.6%Added
Sage Rhino Capital LLC2,077$242.0K0.07%+2,077New
Citizens Financial Group Inc2,097$244.0K0.01%−6,819−76.5%Reduced
Pictet & Cie (Europe) SA2,100$244.0K0.01%+2,100New
Maltin Wealth Management, Inc.2,093$244.0K0.15%+2,093New
Measured Wealth Private Client Group, LLC2,103$245.0K0.09%−100−4.5%Reduced
First National Trust Co2,125$247.0K0.01%00.0%Unchanged
Creative Financial Designs Inc2,135$248.0K0.04%−369−14.7%Reduced
Flaharty Asset Management, LLC2,138$249.0K0.05%+2,138New
Wetherby Asset Management Inc2,146$250.0K0.02%+6+0.3%Added
First Foundation Advisors2,147$250.0K0.01%+2,147New
Parcion Private Wealth LLC2,028$250.0K0.02%+2,028New
Cary Street Partner Investment Advisory LLC2,160$251.0K0.08%+250+13.1%Added
Perennial Investment Advisors, LLC2,152$252.0K0.09%00.0%Unchanged
Outlook Wealth Advisors, LLC2,170$252.0K0.08%+65+3.1%Added
W.G. Shaheen & Associates DBA Whitney & Co2,176$253.0K0.04%−43−1.9%Reduced
MidWestOne Financial Group, Inc.2,175$253.0K0.06%00.0%Unchanged
Harbour Capital Advisors, LLC2,175$253.0K0.07%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,184$254.0K0.00%+1,559+249.4%Added
Eudaimonia Partners, LLC2,188$255.0K0.05%+50+2.3%Added
Guyasuta Investment Advisors Inc2,200$256.0K0.02%00.0%Unchanged
Vaughan David Investments LLC2,200$256.0K0.01%00.0%Unchanged
Thoroughbred Financial Services, LLC2,201$256.0K0.06%00.0%Unchanged
Bartlett & Co. LLC2,211$257.0K0.00%−9−0.4%Reduced
Bartlett & Co. Wealth Management LLC2,211$257.2K0.00%−9−0.4%Reduced
Patriot Financial Group Insurance Agency, LLC2,220$258.0K0.05%+11+0.5%Added
Calamos Wealth Management LLC2,226$259.0K0.02%−2,178−49.5%Reduced
Legacy Private Trust Co.2,230$259.0K0.02%00.0%Unchanged
Checchi Capital Advisers, LLC2,238$260.0K0.03%+2,238New
Barnett & Company, Inc.2,245$261.0K0.20%−500−18.2%Reduced
Camelot Portfolios, LLC2,244$261.0K0.13%−31−1.4%Reduced
Woodward Diversified Capital, LLC2,247$261.0K0.16%+3+0.1%Added
Marino, Stram & Associates LLC2,252$262.0K0.09%−9,908−81.5%Reduced
Atom Investors LP2,264$263.0K0.05%−1,105−32.8%Reduced
First Citizens Bank & Trust Co2,306$268.0K0.01%+2,306New
TCTC Holdings, LLC2,325$270.0K0.01%00.0%Unchanged
Brown Miller Wealth Management, LLC2,346$272.0K0.17%−1,209−34.0%Reduced
Bryn Mawr Trust Co2,337$272.0K0.01%+41+1.8%Added
AMG National Trust Bank2,335$272.0K0.01%+185+8.6%Added
Archford Capital Strategies, LLC2,346$273.0K0.06%00.0%Unchanged
Pennsylvania Capital Management Inc1,987$273.0K0.12%+1,987New
Cypress Capital, LLC2,350$273.0K0.03%+2,350New
Nottingham Advisors, Inc.2,359$274.0K0.03%+2+0.1%Added
Edge Capital Group, LLC2,367$275.0K0.02%+11+0.5%Added
Regent Investment Management LLC2,375$276.0K0.07%00.0%Unchanged
Legacy Wealth Planning, LLC2,381$277.0K0.31%00.0%Unchanged
Keel Point, LLC2,391$278.0K0.04%+168+7.6%Added
Oakworth Capital, Inc.2,400$279.0K0.03%00.0%Unchanged
Aveo Capital Partners, LLC2,395$279.0K0.06%+7+0.3%Added
Global Wealth Management Investment Advisory, Inc.2,418$281.0K0.09%+236+10.8%Added
Reik & Co., LLC2,425$282.0K0.07%00.0%Unchanged
Smith Anglin Financial, LLC2,447$285.0K0.06%−284−10.4%Reduced
Southeast Asset Advisors Inc.2,455$286.0K0.05%00.0%Unchanged
Shoker Investment Counsel, Inc.2,459$286.0K0.14%00.0%Unchanged
Single Point Partners, LLC2,475$288.0K0.63%00.0%Unchanged
Hilltop Holdings Inc.2,475$288.0K0.03%+2,475New
Goodwin Daniel L2,500$291.0K0.14%00.0%Unchanged
Bragg Financial Advisors, Inc2,500$291.0K0.02%00.0%Unchanged
Hunter Associates Investment Management LLC2,500$291.0K0.09%00.0%Unchanged
Lake Point Wealth Management2,500$291.0K0.13%00.0%Unchanged
Delta Financial Advisors LLC2,498$291.0K0.13%00.0%Unchanged
Searle & Co.2,500$291.0K0.12%+2,500New
StrategIQ Financial Group, LLC2,513$292.0K0.06%00.0%Unchanged
Executive Wealth Management, LLC2,551$296.0K0.03%+12+0.5%Added
Financial Advisors Network, Inc.2,069$296.0K0.07%+2+0.1%Added
Bogart Wealth, LLC2,551$297.0K0.03%00.0%Unchanged
Camden Capital, LLC2,564$298.0K0.06%−12−0.5%Reduced
Parkside Financial Bank & Trust2,580$300.0K0.09%+26+1.0%Added
Pinnacle Wealth Management Advisory Group, LLC2,582$300.0K0.07%+420+19.4%Added
First Dallas Securities Inc.2,600$302.0K0.21%00.0%Unchanged
NewEdge Wealth, LLC2,608$303.0K0.02%−1,039−28.5%Reduced
Accurate Wealth Management, LLC2,615$306.0K0.27%−100−3.7%Reduced
RSM US Wealth Management LLC2,636$307.0K0.02%+250+10.5%Added
Orion Portfolio Solutions, LLC2,636$307.0K0.01%+2,636New
Kathmere Capital Management, LLC2,647$308.0K0.06%+2,647New
Baron Financial Group, LLC2,650$308.3K0.19%−150−5.4%Reduced
Barings LLC2,649$309.0K0.01%+2,649New
Doyle Wealth Management2,667$310.0K0.02%−58−2.1%Reduced
Ontario Teachers Pension Plan Board2,693$313.0K0.00%−523−16.3%Reduced
Summit Financial, LLC2,691$313.1K0.03%+2,691New
United Bank2,700$314.0K0.04%00.0%Unchanged
SOA Wealth Advisors, LLC.2,705$314.0K0.08%+477+21.4%Added
CFM Wealth Partners LLC2,715$315.0K0.08%00.0%Unchanged
Grant/GrossMendelsohn, LLC2,275$317.0K0.25%+200+9.6%Added
Main Street Financial Solutions, LLC2,733$318.0K0.05%+2,733New
Miracle Mile Advisors, LLC2,740$319.0K0.02%00.0%Unchanged