Skip to main content

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, Q4 2021

Institutional positions in Blackstone Inc. as of Dec 31, 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
1,637
+222 vs. Q3 2021
Shares held
436.6M
+11.1M (+2.6%) vs. Q3 2021
Total value
$56.3B
+$6.79B (+13.7%) vs. Q3 2021
New holders
291
567 more added
Sold out
69
531 more reduced

23 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,637 institutions
Q1 2021: 1,188 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,438 institutionsQ4 2021: 1,637 institutionsQ1 2022: 1,676 institutionsQ2 2022: 1,585 institutionsQ3 2022: 1,533 institutionsQ4 2022: 1,554 institutionsQ1 2023: 1,561 institutionsQ2 2023: 1,585 institutionsQ3 2023: 1,667 institutionsQ4 2023: 1,809 institutionsQ1 2024: 1,848 institutionsQ2 2024: 1,865 institutionsQ3 2024: 1,938 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,084 institutionsQ2 2025: 2,112 institutionsQ3 2025: 2,205 institutionsQ4 2025: 2,287 institutionsQ1 2026: 2,137 institutionsQ2 2026: 2,158 institutions
Value heldQ4 2021: $56.3B
Q1 2021: $30.8BQ2 2021: $41.9BQ3 2021: $49.6BQ4 2021: $56.3BQ1 2022: $55.9BQ2 2022: $39.9BQ3 2022: $37.2BQ4 2022: $33.9BQ1 2023: $40.3BQ2 2023: $42.4BQ3 2023: $53.3BQ4 2023: $65.6BQ1 2024: $64.9BQ2 2024: $61.6BQ3 2024: $77.8BQ4 2024: $88.4BQ1 2025: $71.5BQ2 2025: $76.6BQ3 2025: $87.1BQ4 2025: $79.0BQ1 2026: $60.3BQ2 2026: $63.4B
Institutions holding BX and their total value by quarter
QuarterHoldersValue
Q2 20262,158$63.4B
Q1 20262,137$60.3B
Q4 20252,287$79.0B
Q3 20252,205$87.1B
Q2 20252,112$76.6B
Q1 20252,084$71.5B
Q4 20242,135$88.4B
Q3 20241,938$77.8B
Q2 20241,865$61.6B
Q1 20241,848$64.9B
Q4 20231,809$65.6B
Q3 20231,667$53.3B
Q2 20231,585$42.4B
Q1 20231,561$40.3B
Q4 20221,554$33.9B
Q3 20221,533$37.2B
Q2 20221,585$39.9B
Q1 20221,676$55.9B
Q4 20211,637$56.3B
Q3 20211,438$49.6B
Q2 20211,323$41.9B
Q1 20211,188$30.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q3 2021.

Institutions holding BX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Corient Capital Partners, LLC19,802$2.56M0.17%+9,229+87.3%Added
Venture Visionary Partners LLC19,820$2.56M0.17%+1,833+10.2%Added
Mitchell & Pahl Private Wealth, LLC19,860$2.57M1.65%−914−4.4%Reduced
Pathstone Family Office, LLC19,869$2.57M0.06%−9,632−32.6%Reduced
Game Plan Financial Advisors, LLC19,974$2.58M1.38%+63+0.3%Added
Strategy Asset Managers LLC19,995$2.59M0.67%00.0%Unchanged
Dearborn Partners LLC20,049$2.59M0.09%+56+0.3%Added
Arabesque Asset Management Ltd20,110$2.60M0.75%+5,779+40.3%Added
Pennsylvania Capital Management Inc20,110$2.60M0.89%+18,123+912.1%Added
Resources Management Corp20,117$2.60M0.34%−244−1.2%Reduced
Principle Wealth Partners LLC20,135$2.60M0.27%−25−0.1%Reduced
Spirit of America Management Corp20,300$2.63M0.53%+2,800+16.0%Added
StoneX Group Inc.20,344$2.63M0.30%−1,944−8.7%Reduced
Hyman Charles D20,350$2.63M0.17%00.0%Unchanged
Brown, Lisle/Cummings, Inc.20,370$2.64M1.32%+20,370New
International Assets Investment Management, LLC20,517$2.65M0.46%+5,222+34.1%Added
Pekin Hardy Strauss, Inc.20,549$2.66M0.36%+2,379+13.1%Added
Brandywine Oak Private Wealth LLC20,562$2.66M0.29%−268−1.3%Reduced
Torray LLC20,625$2.67M0.39%+327+1.6%Added
Red Door Wealth Management, LLC20,756$2.69M0.88%+33+0.2%Added
Brown Advisory Securities, LLC20,850$2.70M1.15%−25,632−55.1%Reduced
Community Trust & Investment Co20,911$2.71M0.21%+1,282+6.5%Added
Alaethes Wealth LLC20,937$2.71M1.71%−427−2.0%Reduced
Mastrapasqua Asset Management Inc20,986$2.71M0.27%−13−0.1%Reduced
Bard Financial Services, Inc.21,050$2.72M0.22%−575−2.7%Reduced
Ascent Group, LLC24,850$2.73M0.35%+24,850New
Paloma Partners Management Co21,283$2.75M0.09%+6,733+46.3%Added
Mutual Advisors, LLC21,406$2.77M0.15%−13,417−38.5%Reduced
Resources Investment Advisors, LLC.21,706$2.81M0.10%−1,084−4.8%Reduced
Flagship Harbor Advisors, LLC21,720$2.81M0.27%+4,016+22.7%Added
MD Financial Management Inc.21,722$2.81M0.07%−9,505−30.4%Reduced
Hudock, Inc.21,726$2.81M0.79%+224+1.0%Added
Oxbow Advisors, LLC21,834$2.83M0.27%+999+4.8%Added
Snowden Capital Advisors LLC21,993$2.85M0.15%−3,045−12.2%Reduced
Jefferies Group LLC22,085$2.86M0.05%+18,171+464.3%Added
Shepherd Financial Partners LLC22,206$2.87M0.50%+30+0.1%Added
Redpoint Investment Management Pty Ltd22,325$2.89M0.23%−912−3.9%Reduced
Carlson Capital L P22,400$2.90M0.17%+22,400New
Advisors Asset Management, Inc.22,851$2.96M0.04%+8,715+61.7%Added
Change Path, LLC22,995$2.98M0.15%+5,378+30.5%Added
Q Capital Solutions23,050$2.98M1.88%+23,050New
Zurich Insurance Group Ltd23,100$2.99M0.03%00.0%Unchanged
Meridian Wealth Management, LLC23,204$3.00M0.32%−2,134−8.4%Reduced
Fiduciary Trust Co23,204$3.00M0.05%+225+1.0%Added
Wintrust Investments LLC23,339$3.02M0.29%−1,931−7.6%Reduced
Aviance Capital Partners, LLC23,338$3.02M0.50%+653+2.9%Added
Modus Advisors, LLC23,542$3.05M1.30%−3,546−13.1%Reduced
Kingsview Wealth Management, LLC23,789$3.08M0.13%+705+3.1%Added
Castleview Partners, LLC398,262$3.08M0.03%+398,262New
Sculati Wealth Management, LLC23,896$3.09M1.49%−761−3.1%Reduced
Intellectus Partners, LLC23,970$3.10M0.79%−4,334−15.3%Reduced
Poehling Capital Management, LLC23,966$3.10M1.00%−306−1.3%Reduced
Helios Capital Management Pte. Ltd24,000$3.10M2.81%+24,000New
Chemistry Wealth Management LLC24,015$3.11M2.61%+24,015New
Next Level Private LLC24,015$3.11M2.61%+24,015New
Diligent Investors, LLC24,095$3.12M0.87%+82+0.3%Added
Phoenix Holdings Ltd.24,280$3.13M0.05%−411−1.7%Reduced
Jaffetilchin Investment Partners, LLC24,364$3.15M0.30%+1,278+5.5%Added
Birinyi Associates Inc24,375$3.15M0.99%+3,550+17.0%Added
Bluefin Capital Management, LLC24,420$3.16M0.25%−16,827−40.8%Reduced
Bradley Mark J.24,432$3.16M2.07%+35+0.1%Added
Means Investment Co., Inc.24,469$3.17M0.56%+171+0.7%Added
Dai-Ichi Life Insurance Company, Ltd24,502$3.17M0.04%00.0%Unchanged
Compass Ion Advisors, LLC24,645$3.19M1.03%+187+0.8%Added
Berkshire Asset Management LLC24,744$3.20M0.19%−70.0%Reduced
Penbrook Management LLC24,780$3.21M1.93%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.25,000$3.21M0.06%+25,000New
Slow Capital, Inc.24,831$3.21M0.55%−1,088−4.2%Reduced
Sutton Wealth Advisors Inc.24,971$3.23M1.08%+834+3.5%Added
Zevenbergen Capital Investments LLC24,990$3.23M0.07%+2,020+8.8%Added
Kentucky Farm Bureau Mutual Insurance Co25,000$3.23M0.83%00.0%Unchanged
Pensionfund Sabic25,000$3.23M0.61%00.0%Unchanged
Boston Financial Mangement LLC25,100$3.25M0.12%−50−0.2%Reduced
J.W. Cole Advisors, Inc.25,367$3.28M0.21%+1,657+7.0%Added
SFE Investment Counsel25,424$3.29M0.85%−5,469−17.7%Reduced
AE Wealth Management LLC25,509$3.30M0.02%+4,487+21.3%Added
Cohen Investment Advisors LLC25,656$3.32M2.37%−368−1.4%Reduced
RKL Wealth Management LLC25,682$3.32M0.39%−573−2.2%Reduced
Beech Hill Advisors, Inc.25,800$3.34M1.27%−430−1.6%Reduced
Oliver Luxxe Assets LLC25,865$3.35M0.85%−516−2.0%Reduced
Wiley Bros.-Aintree Capital, LLC25,920$3.35M2.02%−486−1.8%Reduced
Commerce Bank25,921$3.35M0.02%+1,927+8.0%Added
Hennessy Advisors Inc26,000$3.36M0.19%−1,000−3.7%Reduced
BlueCrest Capital Management Ltd26,004$3.37M0.20%+21,292+451.9%Added
Tyler-Stone Wealth Management26,142$3.38M1.79%+26,142New
1st Source Bank26,182$3.39M0.20%+502+2.0%Added
First Manhattan Co26,328$3.41M0.01%+2,801+11.9%Added
Retirement Planning Co of New England, Inc.26,435$3.42M1.66%+26,435New
Aptus Capital Advisors, LLC26,453$3.42M0.12%+26,453New
Johnson Investment Counsel Inc26,511$3.43M0.04%−30−0.1%Reduced
ETF Managers Group, LLC26,852$3.45M0.07%+26,852New
Glassy Mountain Advisors, Inc.26,844$3.47M1.79%+26,844New
TrinityPoint Wealth, LLC27,104$3.51M0.62%−317−1.2%Reduced
Citizens Business Bank27,155$3.51M0.43%00.0%Unchanged
Westside Investment Management, Inc.27,229$3.52M0.04%−560−2.0%Reduced
Abbot Financial Management, Inc.27,244$3.52M1.57%−99−0.4%Reduced
Global Retirement Partners, LLC27,271$3.53M2.73%−42,329−60.8%Reduced
Wedbush Securities Inc27,582$3.57M0.15%+111+0.4%Added
Occudo Quantitative Strategies LP27,689$3.58M0.32%+11,520+71.2%Added
Grandview Asset Management LLC27,703$3.58M1.44%+103+0.4%Added