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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 27,730 | $3.59M | 0.02% | −588−2.1% | Reduced |
| Capital Planning Advisors, LLC | 27,910 | $3.61M | 0.69% | −1,024−3.5% | Reduced |
| Lake Street Financial LLC | 27,955 | $3.62M | 0.64% | +1,646+6.3% | Added |
| Parallel Advisors, LLC | 27,982 | $3.62M | 0.13% | +780+2.9% | Added |
| Acadian Asset Management LLC | 28,111 | $3.63M | 0.01% | +10,367+58.4% | Added |
| Baldrige Asset Management LLC | 28,098 | $3.64M | 1.42% | 00.0% | Unchanged |
| Somerset Group LLC | 28,571 | $3.70M | 2.49% | −568−1.9% | Reduced |
| Raymond James Trust N.A. | 28,621 | $3.70M | 0.11% | +503+1.8% | Added |
| Fred Alger Management, LLC | 28,648 | $3.71M | 0.01% | −6,032−17.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,670 | $3.71M | 0.04% | +28,670 | New |
| Zeke Capital Advisors, LLC | 28,844 | $3.73M | 0.22% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 28,864 | $3.73M | 0.60% | −1,236−4.1% | Reduced |
| CWM, LLC | 28,953 | $3.75M | 0.03% | +28,953 | New |
| Financial Architects, Inc | 29,103 | $3.77M | 0.51% | +69+0.2% | Added |
| Jump Financial, LLC | 29,200 | $3.78M | 0.24% | +29,200 | New |
| Comerica Bank | 34,278 | $3.78M | 0.03% | −459−1.3% | Reduced |
| Naples Global Advisors, LLC | 29,276 | $3.79M | 0.44% | −189−0.6% | Reduced |
| Jag Capital Management, LLC | 29,334 | $3.80M | 0.29% | −648−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,362 | $3.80M | 0.15% | −156−0.5% | Reduced |
| Synovus Financial Corp | 29,458 | $3.80M | 0.04% | +3,605+13.9% | Added |
| Natixis Advisors, L.P. | 29,523 | $3.82M | 0.01% | −3,087−9.5% | Reduced |
| Proequities, Inc. | 29,579 | $3.83M | 0.22% | +867+3.0% | Added |
| Bremer Bank National Association | 29,727 | $3.85M | 0.64% | +10,003+50.7% | Added |
| Capital International Ltd | 29,757 | $3.85M | 0.20% | +20,487+221.0% | Added |
| Conway Capital Management, Inc. | 29,883 | $3.87M | 2.27% | +2,051+7.4% | Added |
| Avantax Advisory Services, Inc. | 29,977 | $3.88M | 0.06% | +3,393+12.8% | Added |
| Integrated Wealth Concepts LLC | 30,006 | $3.88M | 0.12% | +5,682+23.4% | Added |
| Kore Private Wealth LLC | 30,085 | $3.89M | 0.47% | −282−0.9% | Reduced |
| HAP Trading, LLC | 30,317 | $3.92M | 0.27% | +3,439+12.8% | Added |
| Holderness Investments Co | 30,330 | $3.92M | 1.16% | −90−0.3% | Reduced |
| TruWealth Advisors, LLC | 30,594 | $3.96M | 0.40% | +30,594 | New |
| Mercer Global Advisors Inc | 31,079 | $4.02M | 0.02% | +5,897+23.4% | Added |
| Avitas Wealth Management LLC | 31,144 | $4.03M | 0.68% | +489+1.6% | Added |
| Paradigm Financial Partners, LLC | 32,610 | $4.22M | 0.88% | +110.0% | Added |
| Lake Street Advisors Group, LLC | 32,755 | $4.24M | 0.27% | +3,276+11.1% | Added |
| Ci Investments Inc. | 32,899 | $4.26M | 0.01% | +27,949+564.6% | Added |
| Kovack Advisors, Inc. | 32,984 | $4.27M | 0.41% | +243+0.7% | Added |
| Strategic Capital Advisers, Inc. | 33,202 | $4.30M | 3.08% | −1,923−5.5% | Reduced |
| Boston Private Wealth LLC | 33,480 | $4.33M | 0.07% | −533,969−94.1% | Reduced |
| Aigen Investment Management, LP | 32,812 | $4.36M | 0.27% | +22,150+207.7% | Added |
| Integrated Advisors Network LLC | 33,982 | $4.40M | 0.26% | −610−1.8% | Reduced |
| Candriam Luxembourg S.C.A. | 34,063 | $4.41M | 0.03% | −1,680−4.7% | Reduced |
| Horizon Investments, LLC | 34,122 | $4.42M | 0.13% | +19,235+129.2% | Added |
| Welch Group, LLC | 34,293 | $4.44M | 0.26% | +905+2.7% | Added |
| Pacitti Group Inc. | 34,330 | $4.44M | 2.89% | −4,970−12.6% | Reduced |
| Naviter Wealth, LLC | 34,350 | $4.45M | 1.33% | +34,350 | New |
| Wolverine Trading, LLC | 34,658 | $4.45M | 0.06% | −39,184−53.1% | Reduced |
| Northwest & Ethical Investments L.P. | 34,643 | $4.48M | 0.13% | −16,633−32.4% | Reduced |
| Beacon Pointe Advisors, LLC | 34,936 | $4.52M | 0.12% | +34,936 | New |
| Capital City Trust Co | 35,193 | $4.55M | 1.29% | −1,176−3.2% | Reduced |
| Achmea Investment Management B.V. | 35,371 | $4.58M | 0.22% | +4,232+13.6% | Added |
| Strategic Wealth Partners, Ltd. | 35,459 | $4.59M | 0.87% | +4,921+16.1% | Added |
| Perigon Wealth Management, LLC | 35,486 | $4.59M | 0.33% | +467+1.3% | Added |
| Jeereddi Investments, LP | 35,590 | $4.61M | 4.55% | −2,940−7.6% | Reduced |
| Virtu Financial LLC | 35,673 | $4.62M | 0.47% | +7,552+26.9% | Added |
| CMH Wealth Management LLC | 35,811 | $4.63M | 1.40% | +35,811 | New |
| Fifth Third Bancorp | 35,920 | $4.65M | 0.02% | +6,421+21.8% | Added |
| Tealwood Asset Management Inc | 36,122 | $4.67M | 1.87% | −4,900−11.9% | Reduced |
| Great Diamond Partners, LLC | 36,328 | $4.70M | 1.21% | −1,699−4.5% | Reduced |
| Ballast Advisors LLC | 36,331 | $4.70M | 1.80% | −188−0.5% | Reduced |
| Trexquant Investment LP | 36,407 | $4.71M | 0.29% | +36,407 | New |
| Meyer Handelman Co | 37,000 | $4.79M | 0.18% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 37,142 | $4.81M | 0.11% | −947−2.5% | Reduced |
| Centaurus Financial, Inc. | 37,164 | $4.81M | 0.36% | +882+2.4% | Added |
| Cannell Peter B & Co Inc | 37,217 | $4.82M | 0.14% | +830+2.3% | Added |
| Wealth Effects LLC | 37,227 | $4.82M | 2.00% | +37,227 | New |
| Meitav Dash Investments Ltd | 37,560 | $4.84M | 0.08% | 00.0% | Unchanged |
| Bessemer Securities LLC | 37,663 | $4.87M | 1.32% | −567−1.5% | Reduced |
| Wealthfront Advisers LLC | 37,695 | $4.88M | 0.02% | −1,920−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,845 | $4.90M | 0.09% | +193+0.5% | Added |
| SG Americas Securities, LLC | 37,970 | $4.91M | 0.03% | +809+2.2% | Added |
| Iat Reinsurance Co Ltd. | 38,000 | $4.92M | 0.81% | 00.0% | Unchanged |
| Nordea Investment Management AB | 38,373 | $4.93M | 0.01% | +1,851+5.1% | Added |
| Ellsworth Advisors, LLC | 38,178 | $4.94M | 1.83% | +3,425+9.9% | Added |
| Caldwell Trust Co | 38,224 | $4.95M | 0.57% | +1,350+3.7% | Added |
| Proficio Capital Partners LLC | 38,309 | $4.96M | 0.69% | +159+0.4% | Added |
| Sierra Capital LLC | 38,389 | $4.97M | 0.74% | +3,911+11.3% | Added |
| Bill Few Associates, Inc. | 38,755 | $5.01M | 2.60% | +38,755 | New |
| Ieq Capital, LLC | 38,921 | $5.04M | 0.12% | −737−1.9% | Reduced |
| American Portfolios Advisors | 39,283 | $5.08M | 0.17% | −3,858−8.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 39,339 | $5.09M | 0.28% | −2,333−5.6% | Reduced |
| Family Management Corp | 39,341 | $5.09M | 1.32% | −446−1.1% | Reduced |
| Capital Management Associates | 39,471 | $5.11M | 5.00% | −4,117−9.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 39,566 | $5.12M | 0.86% | −1,538−3.7% | Reduced |
| Atria Investments LLC | 39,865 | $5.16M | 0.09% | +10,821+37.3% | Added |
| Waldron Private Wealth LLC | 40,052 | $5.18M | 0.26% | +144+0.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 40,365 | $5.22M | 3.95% | −510−1.2% | Reduced |
| Alerus Financial NA | 40,536 | $5.25M | 0.43% | +4,457+12.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,775 | $5.28M | 0.11% | +3,681+9.9% | Added |
| Prudential Financial Inc | 36,538 | $5.28M | 0.01% | +12,038+49.1% | Added |
| Harbor Investment Advisory, LLC | 40,977 | $5.30M | 0.67% | −91−0.2% | Reduced |
| Werlinich Asset Management, LLC | 41,160 | $5.33M | 3.88% | 00.0% | Unchanged |
| First Quadrant L P | 41,546 | $5.38M | 0.58% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 41,900 | $5.42M | 0.17% | +3,060+7.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 42,113 | $5.45M | 1.23% | −1,824−4.2% | Reduced |
| Stratos Wealth Partners, LTD. | 42,219 | $5.46M | 0.12% | +1,009+2.4% | Added |
| Argent Trust Co | 42,396 | $5.49M | 0.32% | +929+2.2% | Added |
| Peapack Gladstone Financial Corp | 42,902 | $5.55M | 0.10% | −217−0.5% | Reduced |
| Cross Staff Investments Inc | 42,902 | $5.55M | 4.97% | +42,902 | New |
| Park Avenue Securities LLC | 43,026 | $5.57M | 0.10% | +1,328+3.2% | Added |