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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| 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 |
| Sterneck Capital Management, LLC | 5,975 | $695.0K | 0.44% | 00.0% | Unchanged |
| 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 |
| Bramshill Investments, LLC | 5,902 | $687.0K | 0.06% | −5,727−49.2% | Reduced |
| Vanguard Capital Wealth Advisors | 5,900 | $686.0K | 0.52% | −300−4.8% | Reduced |
| Guinness Asset Management LTD | 5,890 | $685.0K | 0.03% | +1,500+34.2% | 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 |
| Apella Capital, LLC | 5,861 | $682.0K | 0.10% | +25+0.4% | Added |
| Domani Wealth, LLC | 5,850 | $681.0K | 0.14% | 00.0% | Unchanged |
| Addison Capital Co | 5,835 | $679.0K | 0.31% | −139−2.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,825 | $678.0K | 0.37% | −400−6.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,814 | $676.0K | 0.12% | −1,111−16.0% | Reduced |
| 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 |
| NorthRock Partners, LLC | 5,598 | $666.0K | 0.05% | +2,596+86.5% | Added |
| Tradition Wealth Management, LLC | 5,698 | $663.0K | 0.09% | −8−0.1% | Reduced |
| Stonnington Group, LLC | 5,681 | $661.0K | 0.15% | −1,019−15.2% | Reduced |
| Davis R M Inc | 5,669 | $660.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners LLC | 5,661 | $659.0K | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,635 | $656.0K | 0.34% | −1,203−17.6% | Reduced |
| Sax Wealth Advisors, LLC | 5,600 | $652.0K | 0.15% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,589 | $651.0K | 0.05% | +5,589 | New |
| Symmetry Partners, LLC | 5,652 | $649.0K | 0.04% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 5,558 | $647.0K | 0.08% | +5,558 | New |
| 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 |
| Powell Investment Advisors, LLC | 5,521 | $642.0K | 0.40% | 00.0% | Unchanged |
| Kalos Management, Inc. | 4,504 | $641.0K | 0.18% | +4,504 | 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 |
| Financial Engines Advisors L.L.C. | 5,478 | $637.0K | 0.00% | +5,478 | New |
| Octavia Wealth Advisors, LLC | 5,424 | $631.0K | 0.16% | −7−0.1% | Reduced |
| Evergreen Capital Management LLC | 5,418 | $630.0K | 0.03% | +179+3.4% | Added |
| Wesbanco Bank Inc | 5,407 | $629.0K | 0.02% | +1,000+22.7% | Added |
| Capital One Financial Corp | 5,385 | $626.0K | 0.08% | −191−3.4% | Reduced |
| Van Cleef Asset Management,Inc | 5,342 | $622.0K | 0.09% | −118−2.2% | Reduced |
| Credential Qtrade Securities Inc. | 5,310 | $617.8K | 0.05% | +940+21.5% | Added |
| Gotham Asset Management, LLC | 5,301 | $617.0K | 0.03% | −837−13.6% | Reduced |
| Visionary Wealth Advisors | 5,283 | $615.0K | 0.06% | −1,291−19.6% | Reduced |
| Toroso Investments, LLC | 5,250 | $611.0K | 0.02% | +784+17.6% | 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 |
| Asahi Life Asset Management Co., Ltd. | 5,200 | $605.0K | 0.08% | +2,180+72.2% | Added |
| 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 |
| Total Clarity Wealth Management, Inc. | 5,170 | $601.0K | 0.29% | +5,170 | New |
| Perkins Coie Trust Co | 5,107 | $594.0K | 0.19% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,099 | $593.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 5,091 | $592.0K | 0.13% | +22+0.4% | Added |
| Cigna Investments Inc | 5,075 | $591.0K | 0.04% | −36−0.7% | Reduced |
| EPG Wealth Management LLC | 5,063 | $589.0K | 0.24% | +138+2.8% | Added |
| Next Capital Management LLC | 5,029 | $585.0K | 0.42% | +14+0.3% | Added |
| Flputnam Investment Management Co | 5,009 | $583.0K | 0.02% | −75−1.5% | Reduced |
| LSP Investment Advisors, LLC | 5,000 | $582.0K | 0.23% | +5,000 | New |
| Ci Investments Inc. | 4,950 | $576.0K | 0.00% | +4,950 | New |
| Fisher Asset Management, LLC | 4,930 | $574.0K | 0.00% | −478−8.8% | Reduced |
| Profund Advisors LLC | 4,928 | $573.0K | 0.02% | −351−6.6% | Reduced |
| Washington Trust Co | 4,914 | $572.0K | 0.02% | +175+3.7% | Added |
| Adviser Investments LLC | 4,906 | $571.0K | 0.04% | +10.0% | Added |
| Wimmer Associates 1, LLC | 4,888 | $569.0K | 0.34% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,846 | $563.8K | 0.02% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 4,836 | $563.0K | 0.04% | +9+0.2% | Added |
| Assenagon Asset Management S.A. | 4,787 | $557.0K | 0.00% | +4,787 | New |
| Anchor Investment Management, LLC | 4,771 | $555.1K | 0.08% | +36+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,750 | $552.0K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,725 | $550.0K | 0.14% | −200−4.1% | Reduced |
| 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 |
| BlueCrest Capital Management Ltd | 4,712 | $548.0K | 0.03% | +4,712 | New |
| 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 |
| Old Port Advisors | 4,767 | $543.0K | 0.20% | +79+1.7% | Added |
| Mission Wealth Management, LP | 4,635 | $539.0K | 0.03% | −2,145−31.6% | Reduced |
| Two Sigma Securities, LLC | 4,627 | $538.0K | 0.11% | +2,122+84.7% | 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 |
| BBR Partners, LLC | 4,590 | $534.0K | 0.04% | +84+1.9% | Added |
| Vident Investment Advisory, LLC | 4,588 | $533.0K | 0.02% | +4,588 | New |
| 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 |
| Qci Asset Management Inc | 4,524 | $526.0K | 0.03% | +50+1.1% | Added |
| Levin Capital Strategies, L.P. | 4,498 | $523.0K | 0.05% | −904−16.7% | 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 |
| Quadrant Private Wealth Management, LLC | 4,460 | $519.0K | 0.21% | −3,454−43.6% | Reduced |
| 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 |
| 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 |
| Invst, LLC | 4,391 | $511.0K | 0.08% | +37+0.8% | Added |
| Mraz, Amerine & Associates, Inc. | 4,380 | $510.0K | 0.14% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,379 | $509.0K | 0.05% | +342+8.5% | Added |
| Crossmark Global Holdings, Inc. | 4,370 | $508.0K | 0.01% | −970−18.2% | Reduced |
| Meridian Wealth Advisors, LLC | 4,356 | $507.0K | 0.14% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,351 | $506.0K | 0.08% | +205+4.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,322 | $503.0K | 0.03% | +1,000+30.1% | Added |