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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 7,571 | $881.0K | 0.18% | −356−4.5% | Reduced |
| Covenant Multifamily Offices, LLC | 7,702 | $884.0K | 0.16% | +449+6.2% | Added |
| Lumature Wealth Partners, LLC | 7,595 | $884.0K | 0.36% | +429+6.0% | Added |
| Dakota Wealth Management | 7,611 | $885.0K | 0.10% | +3,490+84.7% | Added |
| Qtron Investments LLC | 7,635 | $888.0K | 0.24% | −4,928−39.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,629 | $888.0K | 0.07% | −2,000−20.8% | Reduced |
| Samalin Investment Counsel, LLC | 7,675 | $893.0K | 0.58% | −389−4.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 7,677 | $893.0K | 0.25% | +2,065+36.8% | Added |
| Pitcairn Co | 7,718 | $898.0K | 0.06% | +7,718 | New |
| Polar Asset Management Partners Inc. | 7,774 | $904.0K | 0.01% | +7,774 | New |
| Financial Counselors Inc | 7,779 | $905.0K | 0.02% | −67−0.9% | Reduced |
| First Pacific Financial | 7,786 | $906.0K | 0.48% | −2,241−22.3% | Reduced |
| Tectonic Advisors LLC | 7,813 | $909.0K | 0.18% | −1,500−16.1% | Reduced |
| Forte Capital LLC | 7,832 | $911.0K | 0.12% | +531+7.3% | Added |
| Appleton Partners Inc | 7,894 | $918.0K | 0.08% | +4,045+105.1% | Added |
| Allstate Corp | 7,909 | $920.0K | 0.04% | −1,526−16.2% | Reduced |
| Haverford Trust Co | 7,942 | $924.0K | 0.01% | −51−0.6% | Reduced |
| FDx Advisors, Inc. | 8,031 | $934.0K | 0.03% | −536−6.3% | Reduced |
| Palumbo Wealth Management LLC | 8,049 | $936.0K | 0.62% | −4,543−36.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,074 | $939.0K | 0.04% | −46−0.6% | Reduced |
| Apexium Financial, LP | 8,080 | $940.0K | 0.54% | +8,080 | New |
| Jupiter Wealth Management LLC | 6,750 | $941.0K | 0.44% | −10,100−59.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $942.0K | 0.06% | −1,600−16.5% | Reduced |
| Sippican Capital Advisors | 8,170 | $950.0K | 0.82% | −1,000−10.9% | Reduced |
| Clarius Group, LLC | 8,162 | $950.0K | 0.09% | +49+0.6% | Added |
| Oxinas Partners Wealth Management LLC | 8,236 | $958.0K | 0.56% | +8,236 | New |
| LBMC Investment Advisors, LLC | 8,252 | $960.0K | 0.09% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 8,279 | $963.0K | 0.13% | +5,487+196.5% | Added |
| Harbour Investments, Inc. | 8,284 | $964.0K | 0.03% | −3,657−30.6% | Reduced |
| Townsend Asset Management Corp | 8,282 | $964.0K | 0.51% | +20.0% | Added |
| Veritable, L.P. | 8,307 | $966.0K | 0.02% | +378+4.8% | Added |
| Culbertson A N & Co Inc | 8,340 | $970.0K | 0.20% | −100−1.2% | Reduced |
| Azimuth Capital Management LLC | 8,335 | $970.0K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 8,363 | $973.0K | 0.33% | +7+0.1% | Added |
| First National Bank Sioux Falls | 8,378 | $975.0K | 1.64% | 00.0% | Unchanged |
| Caxton Associates LP | 8,408 | $978.0K | 0.14% | +5,426+182.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,256 | $982.0K | 0.03% | −14,150−63.2% | Reduced |
| DC Investments Management, LLC | 8,470 | $985.0K | 1.84% | +8,470 | New |
| Regentatlantic Capital LLC | 8,478 | $986.0K | 0.03% | +2,379+39.0% | Added |
| Oppenheimer Asset Management Inc. | 8,499 | $988.0K | 0.01% | −1,800−17.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $991.0K | 0.45% | +8,519 | New |
| Financial Advocates Investment Management | 8,553 | $995.0K | 0.07% | +1,083+14.5% | Added |
| We Are One Seven, LLC | 7,191 | $995.0K | 0.13% | +90+1.3% | Added |
| Strategic Blueprint, LLC | 8,571 | $997.0K | 0.16% | +680+8.6% | Added |
| Enlightenment Research, LLC | 8,600 | $1.00M | 1.22% | −1,078−11.1% | Reduced |
| Valeo Financial Advisors, LLC | 8,621 | $1.00M | 0.06% | +76+0.9% | Added |
| JFS Wealth Advisors, LLC | 8,624 | $1.00M | 0.10% | +7,724+858.2% | Added |
| Vaughan & Co Securities, Inc. | 8,731 | $1.02M | 0.76% | −119−1.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 8,765 | $1.02M | 0.08% | −225−2.5% | Reduced |
| Latash Investments, LLC | 8,774 | $1.02M | 0.64% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 8,821 | $1.03M | 0.53% | −363−4.0% | Reduced |
| Cerity Partners LLC | 8,821 | $1.03M | 0.02% | +2,329+35.9% | Added |
| M&R Capital Management Inc | 8,860 | $1.03M | 0.23% | −200−2.2% | Reduced |
| Intersect Capital LLC | 8,859 | $1.03M | 0.18% | +1,040+13.3% | Added |
| NuWave Investment Management, LLC | 8,892 | $1.03M | 1.18% | +8,626+3,242.9% | Added |
| Sit Investment Associates Inc | 8,900 | $1.03M | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,924 | $1.04M | 0.03% | +28+0.3% | Added |
| Edgewood Management LLC | 9,000 | $1.05M | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 9,050 | $1.05M | 0.07% | 00.0% | Unchanged |
| HGK Asset Management Inc | 9,057 | $1.05M | 0.35% | −2,538−21.9% | Reduced |
| Keybank National Association | 9,061 | $1.05M | 0.00% | +73+0.8% | Added |
| Lokken Investment Group LLC | 9,147 | $1.06M | 0.84% | −183−2.0% | Reduced |
| Country Club Trust Company, n.a. | 9,000 | $1.07M | 0.09% | +9,000 | New |
| RMR Wealth Builders | 9,261 | $1.08M | 0.32% | +500+5.7% | Added |
| Capital International Ltd | 9,270 | $1.08M | 0.06% | −314−3.3% | Reduced |
| FRG Family Wealth Advisors LLC | 9,271 | $1.08M | 0.21% | +10.0% | Added |
| American National Registered Investment Advisor, Inc. | 9,300 | $1.08M | 0.39% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 9,327 | $1.08M | 0.00% | −75−0.8% | Reduced |
| Lazard Asset Management LLC | 9,351 | $1.09M | 0.00% | +3,351+55.9% | Added |
| Brown Brothers Harriman & Co | 9,389 | $1.09M | 0.01% | +240+2.6% | Added |
| Charter Trust Co | 9,415 | $1.09M | 0.10% | −970−9.3% | Reduced |
| Summit X, LLC | 9,489 | $1.11M | 0.28% | +264+2.9% | Added |
| Credit Agricole S A | 9,562 | $1.11M | 0.04% | +8,463+770.1% | Added |
| Seeyond | 9,587 | $1.11M | 0.11% | −844−8.1% | Reduced |
| Cooper Financial Group | 9,634 | $1.12M | 0.23% | −22−0.2% | Reduced |
| RMB Capital Management, LLC | 9,643 | $1.12M | 0.04% | −375−3.7% | Reduced |
| Sage Mountain Advisors LLC | 9,725 | $1.13M | 0.16% | +30.0% | Added |
| World Asset Management Inc | 9,826 | $1.14M | 0.11% | −1,065−9.8% | Reduced |
| Stelac Advisory Services LLC | 9,837 | $1.14M | 0.31% | −15,501−61.2% | Reduced |
| Bokf, NA | 9,858 | $1.15M | 0.02% | +9,858 | New |
| HawsGoodwin Investment Management LLC | 9,971 | $1.16M | 0.35% | −176−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,987 | $1.16M | 0.73% | +3,881+63.6% | Added |
| Rock Creek Group, LP | 10,000 | $1.16M | 0.20% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,000 | $1.16M | 0.00% | 00.0% | Unchanged |
| Burns J W & Co Inc | 10,075 | $1.17M | 0.18% | 00.0% | Unchanged |
| Vestcor Inc | 10,085 | $1.17M | 0.04% | −1,389−12.1% | Reduced |
| Donald L. Hagan, LLC | 10,083 | $1.17M | 0.68% | +83+0.8% | Added |
| Curated Wealth Partners LLC | 10,092 | $1.17M | 0.66% | 00.0% | Unchanged |
| Citizens & Northern Corp | 10,183 | $1.19M | 0.45% | +247+2.5% | Added |
| Moneta Group Investment Advisors LLC | 10,246 | $1.19M | 0.05% | +4,358+74.0% | Added |
| Farmers & Merchants Investments Inc | 10,254 | $1.19M | 0.05% | +10,254 | New |
| Security Asset Management | 10,356 | $1.21M | 0.49% | −424−3.9% | Reduced |
| Private Trust Co NA | 10,393 | $1.21M | 0.18% | −1,172−10.1% | Reduced |
| Elevated Capital Advisors, LLC | 10,402 | $1.21M | 0.42% | +10,402 | New |
| Exencial Wealth Advisors, LLC | 10,437 | $1.21M | 0.05% | +10,437 | New |
| Cypress Capital Management LLC | 12,566 | $1.22M | 0.16% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 10,500 | $1.22M | 0.16% | +10,500 | New |
| Matrix Private Capital Group LLC | 10,526 | $1.23M | 0.64% | +7+0.1% | Added |
| Secure Asset Management, LLC | 10,551 | $1.23M | 0.61% | +406+4.0% | Added |
| Corient Capital Partners, LLC | 10,573 | $1.23M | 0.09% | +1,990+23.2% | Added |