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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 3,860 | $449.0K | 0.21% | +23+0.6% | Added |
| Smithfield Trust Co | 3,868 | $451.0K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 3,891 | $453.0K | 0.06% | +3,891 | New |
| Cullinan Associates Inc | 3,900 | $454.0K | 0.03% | +500+14.7% | Added |
| Jefferies Group LLC | 3,914 | $455.4K | 0.01% | +3,914 | New |
| Harvest Fund Management Co., Ltd | 3,938 | $457.0K | 0.10% | +3,604+1,079.0% | Added |
| Cypress Wealth Services, LLC | 3,936 | $458.0K | 0.14% | −44−1.1% | Reduced |
| Advus Financial Partners, LLC | 3,558 | $460.4K | 0.25% | +3,558 | New |
| Plante Moran Financial Advisors, LLC | 3,962 | $461.0K | 0.10% | +344+9.5% | Added |
| Veracity Capital LLC | 3,966 | $461.0K | 0.20% | +570+16.8% | Added |
| Covey Capital Advisors, LLC | 4,000 | $465.0K | 0.37% | – | – |
| Annex Advisory Services, LLC | 4,000 | $465.0K | 0.04% | −3−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 4,020 | $467.7K | 0.14% | −225−5.3% | Reduced |
| Steel Peak Wealth Management LLC | 4,027 | $468.0K | 0.03% | +72+1.8% | Added |
| Selective Wealth Management, Inc. | 4,025 | $468.0K | 0.25% | +1,725+75.0% | Added |
| Fukoku Mutual Life Insurance Co | 4,040 | $470.0K | 0.04% | +4,040 | New |
| Arkadios Wealth Advisors | 4,056 | $471.0K | 0.07% | −900−18.2% | Reduced |
| Legacy Bridge, LLC | 4,050 | $471.0K | 0.27% | +50+1.3% | Added |
| Ridgecrest Wealth Partners, LLC | 4,050 | $471.0K | 0.26% | +1,500+58.8% | Added |
| Pacific Global Investment Management CO | 4,064 | $473.0K | 0.10% | +1,801+79.6% | Added |
| Cowen Prime Advisors LLC | 4,100 | $477.0K | 0.18% | −500−10.9% | Reduced |
| Mairs & Power Inc | 4,100 | $477.0K | 0.00% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 4,101 | $477.0K | 0.13% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 4,119 | $479.0K | 0.03% | +11+0.3% | Added |
| Boston Family Office LLC | 4,146 | $482.0K | 0.03% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 4,146 | $482.0K | 0.01% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,149 | $483.0K | 0.23% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 4,161 | $484.0K | 0.14% | −42−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 4,081 | $485.0K | 0.06% | +1,622+66.0% | Added |
| Wealth Alliance | 4,188 | $487.0K | 0.11% | +26+0.6% | Added |
| Avantax Planning Partners, Inc. | 4,188 | $487.0K | 0.02% | +139+3.4% | Added |
| Marshall Financial Group LLC | 4,193 | $488.0K | 0.25% | +2,000+91.2% | Added |
| Marble Harbor Investment Counsel, LLC | 4,200 | $489.0K | 0.07% | −300−6.7% | Reduced |
| Venturi Wealth Management, LLC | 4,231 | $492.0K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,406 | $492.0K | 0.05% | +1,180+53.0% | Added |
| Fundamentun, LLC | 4,234 | $493.0K | 0.09% | +4,234 | New |
| Windsor Group LTD | 4,322 | $500.0K | 0.10% | −3−0.1% | Reduced |
| Ingalls & Snyder LLC | 4,315 | $502.0K | 0.02% | −269−5.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,322 | $503.0K | 0.03% | +1,000+30.1% | Added |
| V Wealth Advisors LLC | 4,351 | $506.0K | 0.08% | +205+4.9% | Added |
| Meridian Wealth Advisors, LLC | 4,356 | $507.0K | 0.14% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,370 | $508.0K | 0.01% | −970−18.2% | Reduced |
| Gladstone Institutional Advisory LLC | 4,379 | $509.0K | 0.05% | +342+8.5% | Added |
| Mraz, Amerine & Associates, Inc. | 4,380 | $510.0K | 0.14% | 00.0% | Unchanged |
| Invst, LLC | 4,391 | $511.0K | 0.08% | +37+0.8% | Added |
| Cornerstone Advisory, LLC | 4,400 | $512.0K | 0.08% | +1,700+63.0% | Added |
| Essex LLC | 4,401 | $512.0K | 0.14% | +4,401 | New |
| Beaumont Financial Partners, LLC | 4,451 | $518.0K | 0.04% | −1,533−25.6% | Reduced |
| Veriti Management LLC | 4,456 | $518.0K | 0.07% | +4,456 | New |
| Quadrant Private Wealth Management, LLC | 4,460 | $519.0K | 0.21% | −3,454−43.6% | Reduced |
| Prentice Wealth Management LLC | 4,467 | $520.0K | 0.25% | −4−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 4,471 | $520.0K | 0.03% | +771+20.8% | Added |
| Levin Capital Strategies, L.P. | 4,498 | $523.0K | 0.05% | −904−16.7% | Reduced |
| Qci Asset Management Inc | 4,524 | $526.0K | 0.03% | +50+1.1% | Added |
| Prio Wealth Limited Partnership | 4,557 | $530.0K | 0.02% | +3+0.1% | Added |
| Fairhaven Wealth Management, LLC | 4,555 | $530.0K | 0.22% | +4+0.1% | Added |
| Vident Investment Advisory, LLC | 4,588 | $533.0K | 0.02% | +4,588 | New |
| BBR Partners, LLC | 4,590 | $534.0K | 0.04% | +84+1.9% | Added |
| Alethea Capital Management, LLC | 4,600 | $535.0K | 0.47% | −1,300−22.0% | Reduced |
| WealthTrust Axiom LLC | 4,600 | $535.0K | 0.18% | −100−2.1% | Reduced |
| Two Sigma Securities, LLC | 4,627 | $538.0K | 0.11% | +2,122+84.7% | Added |
| Mission Wealth Management, LP | 4,635 | $539.0K | 0.03% | −2,145−31.6% | Reduced |
| Old Port Advisors | 4,767 | $543.0K | 0.20% | +79+1.7% | Added |
| Hallmark Capital Management Inc | 4,678 | $544.0K | 0.05% | −1,200−20.4% | Reduced |
| Ropes Wealth Advisors LLC | 4,675 | $544.0K | 0.09% | −5−0.1% | Reduced |
| BlueCrest Capital Management Ltd | 4,712 | $548.0K | 0.03% | +4,712 | New |
| Balasa Dinverno & Foltz LLC | 4,720 | $549.0K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,725 | $549.0K | 0.21% | +4,725 | New |
| Gilman Hill Asset Management, LLC | 4,725 | $550.0K | 0.14% | −200−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,750 | $552.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,771 | $555.1K | 0.08% | +36+0.8% | Added |
| Assenagon Asset Management S.A. | 4,787 | $557.0K | 0.00% | +4,787 | New |
| Altium Wealth Management LLC | 4,836 | $563.0K | 0.04% | +9+0.2% | Added |
| Brewin Dolphin Ltd | 4,846 | $563.8K | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,888 | $569.0K | 0.34% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,906 | $571.0K | 0.04% | +10.0% | Added |
| Washington Trust Co | 4,914 | $572.0K | 0.02% | +175+3.7% | Added |
| Profund Advisors LLC | 4,928 | $573.0K | 0.02% | −351−6.6% | Reduced |
| Fisher Asset Management, LLC | 4,930 | $574.0K | 0.00% | −478−8.8% | Reduced |
| Ci Investments Inc. | 4,950 | $576.0K | 0.00% | +4,950 | New |
| LSP Investment Advisors, LLC | 5,000 | $582.0K | 0.23% | +5,000 | New |
| Flputnam Investment Management Co | 5,009 | $583.0K | 0.02% | −75−1.5% | Reduced |
| Next Capital Management LLC | 5,029 | $585.0K | 0.42% | +14+0.3% | Added |
| EPG Wealth Management LLC | 5,063 | $589.0K | 0.24% | +138+2.8% | Added |
| Cigna Investments Inc | 5,075 | $591.0K | 0.04% | −36−0.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,091 | $592.0K | 0.13% | +22+0.4% | Added |
| Sepio Capital, LP | 5,099 | $593.0K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5,107 | $594.0K | 0.19% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5,170 | $601.0K | 0.29% | +5,170 | New |
| US Financial Advisors, LLC | 5,187 | $603.0K | 0.30% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 5,190 | $603.0K | 0.41% | +5,190 | New |
| Asahi Life Asset Management Co., Ltd. | 5,200 | $605.0K | 0.08% | +2,180+72.2% | Added |
| Gateway Investment Advisers LLC | 5,210 | $606.0K | 0.01% | −1,203−18.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,210 | $606.0K | 0.05% | +307+6.3% | Added |
| Toroso Investments, LLC | 5,250 | $611.0K | 0.02% | +784+17.6% | Added |
| Visionary Wealth Advisors | 5,283 | $615.0K | 0.06% | −1,291−19.6% | Reduced |
| Gotham Asset Management, LLC | 5,301 | $617.0K | 0.03% | −837−13.6% | Reduced |
| Credential Qtrade Securities Inc. | 5,310 | $617.8K | 0.05% | +940+21.5% | Added |
| Van Cleef Asset Management,Inc | 5,342 | $622.0K | 0.09% | −118−2.2% | Reduced |
| Capital One Financial Corp | 5,385 | $626.0K | 0.08% | −191−3.4% | Reduced |