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 |
|---|---|---|---|---|---|
| Wedgewood Partners Inc | 12,000 | $1.40M | 0.20% | −500−4.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 11,958 | $1.39M | 0.43% | −139−1.1% | Reduced |
| Linscomb & Williams, Inc. | 11,957 | $1.39M | 0.07% | +48+0.4% | Added |
| XTX Topco Ltd | 11,890 | $1.38M | 0.46% | +2,796+30.7% | Added |
| Quilter Plc | 11,876 | $1.38M | 0.04% | +431+3.8% | Added |
| Douglass Winthrop Advisors, LLC | 11,865 | $1.38M | 0.03% | −350−2.9% | Reduced |
| Focus Financial Network, Inc. | 11,841 | $1.38M | 0.18% | −263−2.2% | Reduced |
| Intrua Financial, LLC | 10,063 | $1.37M | 0.25% | +582+6.1% | Added |
| IndexIQ Advisors LLC | 11,772 | $1.37M | 0.05% | +605+5.4% | Added |
| First Heartland Consultants, Inc. | 11,777 | $1.37M | 0.21% | +6,530+124.5% | Added |
| WealthPLAN Partners, LLC | 9,818 | $1.37M | 0.09% | +22+0.2% | Added |
| Dimension Capital Management LLC | 11,727 | $1.36M | 0.28% | −148−1.2% | Reduced |
| Acorn Wealth Advisors, LLC | 11,664 | $1.36M | 0.95% | −783−6.3% | Reduced |
| WMS Partners, LLC | 11,597 | $1.35M | 0.20% | −225−1.9% | Reduced |
| Banque Cantonale Vaudoise | 11,600 | $1.35M | 0.06% | +6,800+141.7% | Added |
| Smith, Moore & Co. | 11,580 | $1.35M | 0.21% | +50+0.4% | Added |
| YorkBridge Wealth Partners, LLC | 11,566 | $1.35M | 0.34% | −594−4.9% | Reduced |
| Lincoln National Corp | 11,550 | $1.34M | 0.03% | +1,462+14.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,437 | $1.33M | 0.44% | +1,233+12.1% | Added |
| First Midwest Bank Trust Division | 11,365 | $1.32M | 0.19% | 00.0% | Unchanged |
| Optimum Investment Advisors | 11,315 | $1.32M | 0.55% | −8,435−42.7% | Reduced |
| Good Life Advisors, LLC | 11,270 | $1.31M | 0.18% | +4,778+73.6% | Added |
| Maryland Capital Management | 11,225 | $1.31M | 0.08% | −175−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 11,199 | $1.30M | 0.10% | +192+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,114 | $1.29M | 0.07% | +5,471+97.0% | Added |
| Portland Global Advisors LLC | 11,100 | $1.29M | 0.24% | +1,225+12.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,076 | $1.29M | 0.02% | +54+0.5% | Added |
| Ar Asset Management Inc | 11,000 | $1.28M | 0.36% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 11,001 | $1.28M | 0.10% | +369+3.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,975 | $1.28M | 0.80% | −50−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 10,840 | $1.26M | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 10,837 | $1.26M | 0.05% | +2,826+35.3% | Added |
| Claro Advisors LLC | 10,799 | $1.26M | 0.53% | −379−3.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 10,761 | $1.25M | 0.31% | +640+6.3% | Added |
| AdvisorNet Financial, Inc | 10,708 | $1.25M | 0.09% | −564−5.0% | Reduced |
| Dynamic Advisor Solutions LLC | 10,688 | $1.24M | 0.09% | +2,037+23.5% | Added |
| Aigen Investment Management, LP | 10,662 | $1.24M | 0.24% | −15,072−58.6% | Reduced |
| Pittenger & Anderson Inc | 10,655 | $1.24M | 0.06% | +50+0.5% | Added |
| Corient Capital Partners, LLC | 10,573 | $1.23M | 0.09% | +1,990+23.2% | Added |
| Secure Asset Management, LLC | 10,551 | $1.23M | 0.61% | +406+4.0% | Added |
| Matrix Private Capital Group LLC | 10,526 | $1.23M | 0.64% | +7+0.1% | Added |
| Pensionfund DSM Netherlands | 10,500 | $1.22M | 0.16% | +10,500 | New |
| Cypress Capital Management LLC | 12,566 | $1.22M | 0.16% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 10,437 | $1.21M | 0.05% | +10,437 | New |
| Elevated Capital Advisors, LLC | 10,402 | $1.21M | 0.42% | +10,402 | New |
| Private Trust Co NA | 10,393 | $1.21M | 0.18% | −1,172−10.1% | Reduced |
| Security Asset Management | 10,356 | $1.21M | 0.49% | −424−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 10,254 | $1.19M | 0.05% | +10,254 | New |
| Moneta Group Investment Advisors LLC | 10,246 | $1.19M | 0.05% | +4,358+74.0% | Added |
| Citizens & Northern Corp | 10,183 | $1.19M | 0.45% | +247+2.5% | Added |
| Curated Wealth Partners LLC | 10,092 | $1.17M | 0.66% | 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 |
| Burns J W & Co Inc | 10,075 | $1.17M | 0.18% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,000 | $1.16M | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 10,000 | $1.16M | 0.20% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9,987 | $1.16M | 0.73% | +3,881+63.6% | Added |
| HawsGoodwin Investment Management LLC | 9,971 | $1.16M | 0.35% | −176−1.7% | Reduced |
| Bokf, NA | 9,858 | $1.15M | 0.02% | +9,858 | New |
| Stelac Advisory Services LLC | 9,837 | $1.14M | 0.31% | −15,501−61.2% | Reduced |
| World Asset Management Inc | 9,826 | $1.14M | 0.11% | −1,065−9.8% | Reduced |
| Sage Mountain Advisors LLC | 9,725 | $1.13M | 0.16% | +30.0% | Added |
| RMB Capital Management, LLC | 9,643 | $1.12M | 0.04% | −375−3.7% | Reduced |
| Cooper Financial Group | 9,634 | $1.12M | 0.23% | −22−0.2% | Reduced |
| Seeyond | 9,587 | $1.11M | 0.11% | −844−8.1% | Reduced |
| Credit Agricole S A | 9,562 | $1.11M | 0.04% | +8,463+770.1% | Added |
| Summit X, LLC | 9,489 | $1.11M | 0.28% | +264+2.9% | Added |
| Charter Trust Co | 9,415 | $1.09M | 0.10% | −970−9.3% | Reduced |
| Brown Brothers Harriman & Co | 9,389 | $1.09M | 0.01% | +240+2.6% | Added |
| Lazard Asset Management LLC | 9,351 | $1.09M | 0.00% | +3,351+55.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 9,327 | $1.08M | 0.00% | −75−0.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 9,300 | $1.08M | 0.39% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 9,271 | $1.08M | 0.21% | +10.0% | Added |
| Capital International Ltd | 9,270 | $1.08M | 0.06% | −314−3.3% | Reduced |
| RMR Wealth Builders | 9,261 | $1.08M | 0.32% | +500+5.7% | Added |
| Country Club Trust Company, n.a. | 9,000 | $1.07M | 0.09% | +9,000 | New |
| Lokken Investment Group LLC | 9,147 | $1.06M | 0.84% | −183−2.0% | Reduced |
| 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 |
| Advisory Research Inc | 9,050 | $1.05M | 0.07% | 00.0% | Unchanged |
| Edgewood Management LLC | 9,000 | $1.05M | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,924 | $1.04M | 0.03% | +28+0.3% | Added |
| Sit Investment Associates Inc | 8,900 | $1.03M | 0.03% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 8,892 | $1.03M | 1.18% | +8,626+3,242.9% | Added |
| Intersect Capital LLC | 8,859 | $1.03M | 0.18% | +1,040+13.3% | Added |
| M&R Capital Management Inc | 8,860 | $1.03M | 0.23% | −200−2.2% | Reduced |
| 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 |
| Latash Investments, LLC | 8,774 | $1.02M | 0.64% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 8,765 | $1.02M | 0.08% | −225−2.5% | Reduced |
| Vaughan & Co Securities, Inc. | 8,731 | $1.02M | 0.76% | −119−1.3% | 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 |
| Enlightenment Research, LLC | 8,600 | $1.00M | 1.22% | −1,078−11.1% | Reduced |
| Strategic Blueprint, LLC | 8,571 | $997.0K | 0.16% | +680+8.6% | Added |
| 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 |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $991.0K | 0.45% | +8,519 | New |
| Oppenheimer Asset Management Inc. | 8,499 | $988.0K | 0.01% | −1,800−17.5% | Reduced |
| Regentatlantic Capital LLC | 8,478 | $986.0K | 0.03% | +2,379+39.0% | Added |