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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 5,407 | $629.0K | 0.02% | +1,000+22.7% | Added |
| Evergreen Capital Management LLC | 5,418 | $630.0K | 0.03% | +179+3.4% | Added |
| Octavia Wealth Advisors, LLC | 5,424 | $631.0K | 0.16% | −7−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 5,478 | $637.0K | 0.00% | +5,478 | New |
| BDO Wealth Advisors, LLC | 5,496 | $639.0K | 0.07% | +33+0.6% | Added |
| Merrion Investment Management Co, LLC | 5,500 | $639.0K | 0.49% | +1,500+37.5% | Added |
| Kalos Management, Inc. | 4,504 | $641.0K | 0.18% | +4,504 | New |
| Powell Investment Advisors, LLC | 5,521 | $642.0K | 0.40% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,535 | $644.0K | 0.39% | +75+1.4% | Added |
| Signaturefd, LLC | 5,536 | $644.0K | 0.02% | +955+20.8% | Added |
| Barber Financial Group, Inc. | 5,558 | $647.0K | 0.08% | +5,558 | New |
| Symmetry Partners, LLC | 5,652 | $649.0K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,589 | $651.0K | 0.05% | +5,589 | New |
| Sax Wealth Advisors, LLC | 5,600 | $652.0K | 0.15% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,635 | $656.0K | 0.34% | −1,203−17.6% | Reduced |
| Advisor Partners LLC | 5,661 | $659.0K | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 5,669 | $660.0K | 0.02% | 00.0% | Unchanged |
| Stonnington Group, LLC | 5,681 | $661.0K | 0.15% | −1,019−15.2% | Reduced |
| Tradition Wealth Management, LLC | 5,698 | $663.0K | 0.09% | −8−0.1% | Reduced |
| NorthRock Partners, LLC | 5,598 | $666.0K | 0.05% | +2,596+86.5% | Added |
| Overbrook Management Corp | 5,785 | $673.0K | 0.15% | +100+1.8% | Added |
| Quad-Cities Investment Group, LLC | 5,786 | $673.0K | 0.47% | +102+1.8% | Added |
| Laurel Wealth Advisors, Inc. | 5,814 | $676.0K | 0.12% | −1,111−16.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,825 | $678.0K | 0.37% | −400−6.4% | Reduced |
| Addison Capital Co | 5,835 | $679.0K | 0.31% | −139−2.3% | Reduced |
| Domani Wealth, LLC | 5,850 | $681.0K | 0.14% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,861 | $682.0K | 0.10% | +25+0.4% | Added |
| Curbstone Financial Management Corp | 5,880 | $684.0K | 0.13% | −160−2.6% | Reduced |
| EWG Elevate Inc. | 5,876 | $684.0K | 0.28% | +5,876 | New |
| Guinness Asset Management LTD | 5,890 | $685.0K | 0.03% | +1,500+34.2% | Added |
| Vanguard Capital Wealth Advisors | 5,900 | $686.0K | 0.52% | −300−4.8% | Reduced |
| Bramshill Investments, LLC | 5,902 | $687.0K | 0.06% | −5,727−49.2% | Reduced |
| Cullen Capital Management LLC | 5,935 | $690.0K | 0.01% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 5,931 | $690.0K | 0.08% | +1,477+33.2% | Added |
| Sterneck Capital Management, LLC | 5,975 | $695.0K | 0.44% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $698.0K | 0.23% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 6,000 | $698.0K | 0.37% | 00.0% | Unchanged |
| Excalibur Management Corp | 6,000 | $698.0K | 0.31% | +6,000 | New |
| Heritage Wealth Advisors | 6,005 | $698.6K | 0.04% | −200−3.2% | Reduced |
| Kingfisher Capital LLC | 6,027 | $701.0K | 0.18% | −600−9.1% | Reduced |
| Boothbay Fund Management, LLC | 6,104 | $710.0K | 0.03% | +140+2.3% | Added |
| Centric Wealth Management | 6,181 | $719.0K | 0.26% | 00.0% | Unchanged |
| Busey Wealth Management | 6,174 | $719.0K | 0.03% | +1,299+26.6% | Added |
| Emerald Advisers, LLC | 6,192 | $720.0K | 0.03% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 6,218 | $723.0K | 0.17% | −146−2.3% | Reduced |
| Meristem Family Wealth, LLC | 6,219 | $724.0K | 0.07% | +3,019+94.3% | Added |
| CAPROCK Group, Inc. | 6,242 | $726.0K | 0.06% | +2,877+85.5% | Added |
| Integrated Investment Consultants, LLC | 6,247 | $727.0K | 0.21% | +3,745+149.7% | Added |
| SRS Capital Advisors, Inc. | 6,254 | $728.0K | 0.10% | +18+0.3% | Added |
| First American Trust, FSB | 6,300 | $733.0K | 0.11% | −161−2.5% | Reduced |
| Continuum Advisory, LLC | 6,320 | $735.0K | 0.20% | +150+2.4% | Added |
| J. L. Bainbridge & Co., Inc. | 6,328 | $736.0K | 0.09% | −25−0.4% | Reduced |
| Nwam LLC | 6,355 | $739.0K | 0.07% | −140−2.2% | Reduced |
| Frontier Wealth Management LLC | 6,351 | $739.0K | 0.05% | −100−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 6,424 | $747.0K | 0.08% | −1,399−17.9% | Reduced |
| Calton & Associates, Inc. | 6,422 | $747.0K | 0.16% | +508+8.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,460 | $752.0K | 0.10% | +1,260+24.2% | Added |
| United Bank | 6,470 | $753.0K | 0.48% | +1,011+18.5% | Added |
| Johanson Financial Advisors, Inc. | 6,579 | $765.0K | 0.26% | +264+4.2% | Added |
| Tokio Marine Asset Management Co Ltd | 6,580 | $766.0K | 0.07% | +760+13.1% | Added |
| Schmidt P J Investment Management Inc | 5,400 | $768.0K | 0.15% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 6,625 | $771.0K | 0.52% | +6,625 | New |
| Central Trust Co | 6,639 | $772.0K | 0.03% | +2,080+45.6% | Added |
| Seelaus Asset Management LLC | 6,645 | $773.0K | 0.45% | +20.0% | Added |
| Horizon Kinetics Asset Management LLC | 6,700 | $779.0K | 0.02% | −25−0.4% | Reduced |
| Southland Equity Partners LLC | 6,749 | $785.2K | 0.36% | +56+0.8% | Added |
| Clifford Swan Investment Counsel LLC | 5,725 | $788.0K | 0.03% | −500−8.0% | Reduced |
| IHT Wealth Management, LLC | 6,802 | $791.0K | 0.06% | −6,180−47.6% | Reduced |
| Atlantic Union Bankshares Corp | 6,816 | $793.0K | 0.07% | −739−9.8% | Reduced |
| Allworth Financial LP | 6,824 | $794.0K | 0.01% | +1,218+21.7% | Added |
| Plotkin Financial Advisors, LLC | 6,853 | $797.3K | 0.47% | −14−0.2% | Reduced |
| Hodges Capital Management Inc. | 6,895 | $802.0K | 0.06% | −491−6.6% | Reduced |
| Boenning & Scattergood, Inc. | 6,935 | $806.0K | 0.14% | +350+5.3% | Added |
| Segall Bryant & Hamill, LLC | 6,926 | $807.0K | 0.01% | +2,040+41.8% | Added |
| David R. Rahn & Associates Inc. | 7,050 | $820.0K | 0.46% | +7,050 | New |
| Ausdal Financial Partners, Inc. | 7,066 | $822.0K | 0.12% | −1,209−14.6% | Reduced |
| Federated Hermes, Inc. | 7,065 | $822.0K | 0.00% | +3,846+119.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,085 | $824.0K | 0.59% | +2,356+49.8% | Added |
| Axiom Investment Management LLC | 7,088 | $825.0K | 0.83% | −2,900−29.0% | Reduced |
| Moloney Securities Asset Management, LLC | 7,116 | $828.0K | 0.15% | −46−0.6% | Reduced |
| Thrivent Financial for Lutherans | 7,200 | $837.0K | 0.00% | +184+2.6% | Added |
| NEXT Financial Group, Inc | 7,213 | $840.0K | 0.07% | +742+11.5% | Added |
| Wealthcare Advisory Partners LLC | 7,255 | $844.0K | 0.06% | +275+3.9% | Added |
| Sheets Smith Wealth Management | 7,279 | $847.0K | 0.11% | −116−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,285 | $848.0K | 0.06% | −436−5.6% | Reduced |
| Element Wealth, LLC | 7,285 | $848.0K | 0.68% | +19+0.3% | Added |
| Rossmore Private Capital | 7,316 | $851.0K | 0.15% | 00.0% | Unchanged |
| Homrich & Berg | 7,342 | $854.0K | 0.02% | +194+2.7% | Added |
| Choate Investment Advisors | 7,350 | $856.0K | 0.05% | 00.0% | Unchanged |
| Lincoln Capital Corp | 7,357 | $856.0K | 0.46% | +84+1.2% | Added |
| Bailard, Inc. | 7,368 | $857.0K | 0.03% | +490+7.1% | Added |
| Exchange Traded Concepts, LLC | 7,379 | $858.0K | 0.02% | +7,220+4,540.9% | Added |
| TRUE Private Wealth Advisors | 7,388 | $859.0K | 0.13% | −2,247−23.3% | Reduced |
| Aj Wealth Strategies, LLC | 7,407 | $862.0K | 0.05% | +305+4.3% | Added |
| Coastal Investment Advisors, Inc. | 7,416 | $863.0K | 0.20% | +556+8.1% | Added |
| Sunbelt Securities, Inc. | 8,465 | $865.0K | 0.16% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 7,430 | $866.0K | 0.30% | −505−6.4% | Reduced |
| Deseret Mutual Benefit Administrators | 7,464 | $868.0K | 0.16% | +5,685+319.6% | Added |
| Kozak & Associates, Inc. | 6,076 | $868.0K | 0.51% | +6,076 | New |
| WBH Advisory Inc | 7,483 | $871.0K | 0.12% | −41−0.5% | Reduced |