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 |
|---|---|---|---|---|---|
| Barrett Asset Management, LLC | 18,374 | $2.14M | 0.10% | −778−4.1% | Reduced |
| Warther Private Wealth, LLC | 18,283 | $2.12M | 1.89% | +72+0.4% | Added |
| Pantheon Investment Group, LLC | 18,133 | $2.11M | 1.82% | −1,986−9.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 18,170 | $2.11M | 0.30% | +2,125+13.2% | Added |
| Belpointe Asset Management LLC | 17,974 | $2.09M | 0.14% | +4,859+37.0% | Added |
| SFMG, LLC | 17,948 | $2.09M | 0.23% | +1,565+9.6% | Added |
| TownSquare Capital, LLC | 17,877 | $2.08M | 0.06% | +445+2.6% | Added |
| KMG Fiduciary Partners, LLC | 17,722 | $2.06M | 0.35% | −2,522−12.5% | Reduced |
| Acadian Asset Management LLC | 17,744 | $2.06M | 0.01% | −11,416−39.1% | Reduced |
| Change Path, LLC | 17,617 | $2.05M | 0.12% | +2,525+16.7% | Added |
| Castellan Group, LLC | 17,610 | $2.05M | 1.05% | +17,610 | New |
| Institute for Wealth Management, LLC. | 17,575 | $2.04M | 0.36% | +22+0.1% | Added |
| Morse Asset Management, Inc | 17,582 | $2.04M | 0.49% | +3,957+29.0% | Added |
| Venture Visionary Partners LLC | 17,987 | $2.04M | 0.15% | +1,608+9.8% | Added |
| E&G Advisors, LP | 17,534 | $2.04M | 0.55% | +17,534 | Added |
| Spirit of America Management Corp | 17,500 | $2.04M | 0.44% | −850−4.6% | Reduced |
| SeaCrest Wealth Management, LLC | 17,472 | $2.03M | 0.25% | −113−0.6% | Reduced |
| DFPG Investments, LLC | 16,602 | $2.03M | 0.77% | −1,556−8.6% | Reduced |
| Crescent Capital Consulting, LLC | 17,400 | $2.02M | 0.37% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,331 | $2.02M | 0.02% | −615−3.4% | Reduced |
| Marshall Wace North America L.P. | 17,251 | $2.01M | 0.01% | −296,473−94.5% | Reduced |
| McDonald Partners LLC | 17,067 | $1.99M | 0.47% | +2,639+18.3% | Added |
| Buckingham Strategic Wealth, LLC | 17,059 | $1.99M | 0.04% | −1,160−6.4% | Reduced |
| NN Investment Partners Holdings N.V. | 16,793 | $1.95M | 0.01% | −3,207−16.0% | Reduced |
| Canton Hathaway, LLC | 16,552 | $1.93M | 0.55% | 00.0% | Unchanged |
| First United Bank Trust | 16,545 | $1.93M | 0.78% | −1,000−5.7% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 16,460 | $1.92M | 1.51% | +16,460 | New |
| Tower Bridge Advisors | 16,315 | $1.90M | 0.13% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 16,169 | $1.88M | 0.23% | −2,763−14.6% | Reduced |
| Fiduciary Group LLC | 13,176 | $1.87M | 0.21% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 15,953 | $1.86M | 1.50% | +15,953 | New |
| Arden Trust Co | 15,741 | $1.83M | 0.31% | −1,813−10.3% | Reduced |
| MONECO Advisors, LLC | 15,733 | $1.83M | 0.72% | −400−2.5% | Reduced |
| People's United Financial, Inc. | 15,455 | $1.80M | 0.04% | +11,634+304.5% | Added |
| Townsend & Associates, Inc | 15,663 | $1.79M | 0.89% | −3,397−17.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,367 | $1.79M | 0.24% | +1,607+11.7% | Added |
| Qube Research & Technologies Ltd | 15,337 | $1.78M | 0.02% | +15,337 | New |
| International Assets Investment Management, LLC | 15,295 | $1.78M | 0.32% | +4,805+45.8% | Added |
| Loomis Sayles & Co L P | 15,123 | $1.76M | 0.00% | −2,446−13.9% | Reduced |
| First PREMIER Bank | 15,055 | $1.75M | 0.50% | 00.0% | Unchanged |
| Regions Financial Corp | 15,016 | $1.75M | 0.02% | −1,761−10.5% | Reduced |
| Donoghue Forlines LLC | 14,976 | $1.74M | 0.34% | +14,976 | New |
| Horizon Investments, LLC | 14,887 | $1.73M | 0.05% | +14,887 | New |
| Chesapeake Wealth Management | 14,864 | $1.73M | 0.62% | −91−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 17,704 | $1.72M | 0.18% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 14,714 | $1.71M | 0.17% | +727+5.2% | Added |
| Empowered Funds, LLC | 14,639 | $1.70M | 0.22% | +14,639 | New |
| RDA Financial Network | 14,619 | $1.70M | 0.75% | −461−3.1% | Reduced |
| Platform Technology Partners | 14,571 | $1.70M | 0.77% | +469+3.3% | Added |
| Paloma Partners Management Co | 14,550 | $1.69M | 0.07% | −124,231−89.5% | Reduced |
| U S Global Investors Inc | 14,500 | $1.69M | 0.05% | −8,500−37.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 14,497 | $1.69M | 0.16% | −90−0.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,416 | $1.68M | 0.42% | +319+2.3% | Added |
| Highland Capital Management, LLC | 14,342 | $1.67M | 0.10% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 14,331 | $1.67M | 0.56% | +14,331 | New |
| 1776 Wealth LLC | 14,800 | $1.66M | 0.95% | +13,900+1,544.4% | Added |
| Colony Group LLC | 14,276 | $1.66M | 0.03% | −956−6.3% | Reduced |
| Geneos Wealth Management Inc. | 14,321 | $1.66M | 0.06% | +30.0% | Added |
| Berman Capital Advisors, LLC | 14,247 | $1.66M | 0.26% | +1,019+7.7% | Added |
| Klingman & Associates, LLC | 14,223 | $1.66M | 0.15% | +3,338+30.7% | Added |
| Joel Isaacson & Co., LLC | 14,219 | $1.65M | 0.12% | +1,290+10.0% | Added |
| Advisors Asset Management, Inc. | 14,136 | $1.65M | 0.03% | +7,196+103.7% | Added |
| Clearstead Advisors, LLC | 14,083 | $1.64M | 0.12% | +283+2.1% | Added |
| Mayflower Financial Advisors, LLC | 12,912 | $1.64M | 0.22% | −316−2.4% | Reduced |
| Baldwin Investment Management, LLC | 14,000 | $1.63M | 0.28% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 14,004 | $1.63M | 0.16% | +1,266+9.9% | Added |
| Ramiah Investment Group | 14,002 | $1.63M | 1.17% | +14,002 | New |
| Summit Trail Advisors, LLC | 13,838 | $1.61M | 0.12% | −132−0.9% | Reduced |
| Sandbox Financial Partners, LLC | 13,664 | $1.59M | 1.13% | +1,275+10.3% | Added |
| Verdence Capital Advisors LLC | 13,529 | $1.57M | 0.21% | +1,393+11.5% | Added |
| Bluestein R H & Co | 13,440 | $1.56M | 0.06% | −437,871−97.0% | Reduced |
| Brave Asset Management Inc | 13,404 | $1.56M | 0.45% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 11,612 | $1.54M | 0.10% | +11,612 | New |
| New Vernon Investment Management LLC | 13,201 | $1.54M | 2.61% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 13,151 | $1.53M | 0.52% | −7,646−36.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 12,986 | $1.51M | 0.08% | +12,986 | New |
| Carroll Financial Associates, Inc. | 12,971 | $1.51M | 0.08% | −66−0.5% | Reduced |
| Moseley Investment Management Inc | 13,002 | $1.50M | 0.75% | +4,038+45.0% | Added |
| JustInvest LLC | 12,833 | $1.49M | 0.13% | +2,598+25.4% | Added |
| King Luther Capital Management Corp | 12,800 | $1.49M | 0.01% | −1,000−7.2% | Reduced |
| Asset Management Corp | 12,723 | $1.48M | 0.93% | −140−1.1% | Reduced |
| Krilogy Financial LLC | 12,723 | $1.48M | 0.15% | +1,113+9.6% | Added |
| Ameritas Investment Company, LLC | 12,681 | $1.48M | 0.07% | +6,021+90.4% | Added |
| Claraphi Advisory Network, LLC | 12,679 | $1.48M | 0.52% | +4,018+46.4% | Added |
| ODonnell Financial Services, LLC | 12,676 | $1.48M | 0.71% | +12,676 | New |
| Ritholtz Wealth Management | 12,622 | $1.47M | 0.10% | +2,894+29.7% | Added |
| Walter & Keenan Financial Consulting Co | 12,480 | $1.45M | 0.49% | −320−2.5% | Reduced |
| Accel Wealth Management | 12,453 | $1.45M | 0.94% | −867−6.5% | Reduced |
| Investors Asset Management of Georgia Inc | 12,445 | $1.45M | 0.75% | −2,275−15.5% | Reduced |
| Arete Wealth Advisors, LLC | 12,435 | $1.45M | 0.16% | −2,519−16.8% | Reduced |
| Welch & Forbes LLC | 12,400 | $1.44M | 0.02% | −476−3.7% | Reduced |
| Chickasaw Capital Management LLC | 12,341 | $1.44M | 0.07% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 12,250 | $1.43M | 0.72% | −650−5.0% | Reduced |
| Hexagon Capital Partners LLC | 12,216 | $1.42M | 0.41% | −670−5.2% | Reduced |
| Marcum Wealth, LLC | 12,125 | $1.41M | 0.22% | −375−3.0% | Reduced |
| Fieldpoint Private Securities, LLC | 12,108 | $1.41M | 0.31% | −49−0.4% | Reduced |
| Oak Ridge Investments LLC | 12,109 | $1.41M | 0.12% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 12,100 | $1.41M | 0.28% | −600−4.7% | Reduced |
| Csenge Advisory Group | 12,144 | $1.41M | 0.12% | +1,665+15.9% | Added |
| Capital Fund Management S.A. | 12,039 | $1.40M | 0.04% | +12,039 | New |