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; 2,157 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
- 1,636
- +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
- 530 more reduced
24 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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $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 |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 493 | $64.0K | 0.02% | +493 | New |
| Vestor Capital, LLC | 500 | $65.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $65.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 502 | $65.0K | 0.03% | +502 | New |
| Capital Advisors, Ltd. LLC | 508 | $66.0K | 0.01% | +8+1.6% | Added |
| Professional Financial Advisors, LLC | 526 | $68.0K | 0.03% | +4+0.8% | Added |
| WFA Asset Management Corp | 537 | $69.5K | 0.05% | +537 | New |
| Sugarloaf Wealth Management, LLC | 542 | $70.0K | 0.02% | +4+0.7% | Added |
| Cypress Capital Management LLC (WY) | 553 | $72.0K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 560 | $72.5K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 565 | $73.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 622 | $77.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 621 | $80.0K | 0.01% | +211+51.5% | Added |
| Eagle Bay Advisors LLC | 624 | $81.0K | 0.05% | −624−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 655 | $85.0K | 0.03% | +655 | New |
| Paragon Capital Management Ltd | 663 | $86.0K | 0.01% | +663 | New |
| City Holding Co | 687 | $88.0K | 0.01% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 1,803 | $92.0K | 0.09% | +1,803 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 728 | $94.0K | 0.32% | +728 | New |
| KB Financial Partners, LLC | 730 | $94.0K | 0.03% | +730 | New |
| CarsonAllaria Wealth Management, Ltd. | 753 | $98.0K | 0.09% | +753 | New |
| Webster Bank, N. A. | 770 | $99.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 768 | $99.0K | 0.06% | +5+0.7% | Added |
| Evoke Wealth, LLC | 800 | $104.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 800 | $104.0K | 0.03% | +253+46.3% | Added |
| TAP Consulting, LLC | 800 | $104.0K | 0.02% | +800 | New |
| Coastal Capital Group, Inc. | 818 | $106.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 845 | $109.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 875 | $113.0K | 0.09% | +875 | New |
| Monetary Management Group Inc | 881 | $114.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 889 | $115.0K | 0.12% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,000 | $116.0K | 0.05% | 00.0% | Unchanged |
| Arlington Partners LLC | 899 | $116.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 899 | $116.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 915 | $118.4K | 0.06% | +915 | New |
| Confluence Wealth Services, Inc. | 923 | $119.0K | 0.04% | +923 | New |
| Wolff Wiese Magana LLC | 929 | $120.0K | 0.08% | −104−10.1% | Reduced |
| First Horizon Advisors, Inc. | 996 | $128.0K | 0.00% | +190+23.6% | Added |
| Rockbridge Investment Management, LCC | 1,000 | $129.0K | 0.02% | −467−31.8% | Reduced |
| Global Trust Asset Management, LLC | 1,000 | $129.0K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,000 | $129.0K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $129.0K | 0.01% | +1,000 | New |
| Arrow Financial Corp | 1,008 | $130.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,011 | $131.0K | 0.08% | +7+0.7% | Added |
| Acropolis Investment Management, LLC | 1,010 | $131.0K | 0.01% | +1,010 | New |
| Asset Dedication, LLC | 1,025 | $133.0K | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,078 | $139.0K | 0.11% | +1,078 | New |
| McIlrath & Eck, LLC | 1,079 | $140.0K | 0.04% | +273+33.9% | Added |
| Proffitt & Goodson Inc | 1,086 | $141.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,102 | $143.0K | 0.06% | −906−45.1% | Reduced |
| Lee Financial Co | 1,133 | $146.0K | 0.03% | +7+0.6% | Added |
| Magellan Asset Management Ltd | 1,142 | $148.0K | 0.00% | +667+140.4% | Added |
| Missouri Trust & Investment Co | 1,150 | $149.0K | 0.09% | +1,150 | New |
| Leelyn Smith, LLC | 1,165 | $151.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $155.0K | 0.09% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 1,200 | $155.0K | 0.14% | +1,200 | New |
| Capital Analysts, LLC | 1,312 | $170.0K | 0.01% | +346+35.8% | Added |
| Delta Asset Management LLC | 1,330 | $172.0K | 0.02% | −25−1.8% | Reduced |
| First Bank & Trust | 1,366 | $177.0K | 0.07% | +89+7.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,386 | $180.0K | 0.00% | +1,386 | New |
| HHM Wealth Advisors, LLC | 1,400 | $181.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,500 | $194.0K | 0.03% | −119−7.4% | Reduced |
| Tompkins Financial Corp | 1,500 | $194.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 1,529 | $198.0K | 0.04% | −75−4.7% | Reduced |
| Mainstay Capital Management LLC | 1,552 | $201.0K | 0.06% | −350−18.4% | Reduced |
| JSF Financial, LLC | 1,556 | $201.0K | 0.10% | +1,556 | New |
| Essex Savings Bank | 1,564 | $202.0K | 0.07% | −46−2.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,560 | $202.0K | 0.18% | +1,560 | New |
| West Paces Advisors Inc. | 1,574 | $203.7K | 0.06% | +1,539+4,397.1% | Added |
| United Asset Strategies, Inc. | 1,581 | $205.0K | 0.02% | −1,994−55.8% | Reduced |
| McAdam, LLC | 1,581 | $205.0K | 0.02% | +1,581 | New |
| Bordeaux Wealth Advisors LLC | 1,583 | $205.0K | 0.09% | +1,583 | New |
| All Terrain Financial Advisors, LLC | 1,591 | $206.0K | 0.09% | +1,591 | New |
| Barnett & Company, Inc. | 1,600 | $207.0K | 0.14% | −645−28.7% | Reduced |
| Lee Danner & Bass Inc | 1,600 | $207.0K | 0.02% | +1,600 | New |
| Pioneer Trust Bank N A | 1,600 | $207.0K | 0.05% | +1,600 | New |
| Arbor Wealth Management, LLC | 1,598 | $207.0K | 0.05% | +1,598 | New |
| Scissortail Wealth Management, LLC | 1,602 | $207.0K | 0.08% | +1,602 | New |
| Kathleen S. Wright Associates Inc. | 1,600 | $207.0K | 0.15% | +1,600 | New |
| OneAscent Financial Services LLC | 1,610 | $208.0K | 0.40% | +1,610 | New |
| Johnson Financial Group, Inc. | 1,621 | $210.0K | 0.01% | +285+21.3% | Added |
| KG&L Capital Management,LLC | 1,633 | $211.0K | 0.09% | +1,633 | New |
| Washington Trust Advisors, Inc. | 1,630 | $211.0K | 0.01% | +1,630 | New |
| Blueshift Asset Management, LLC | 1,640 | $212.0K | 0.02% | −25,122−93.9% | Reduced |
| Altshuler Shaham Ltd | 1,638 | $212.0K | 0.00% | −364−18.2% | Reduced |
| VeraBank, N.A. | 1,638 | $212.0K | 0.11% | +1,638 | New |
| Simon Quick Advisors, LLC | 1,650 | $213.0K | 0.06% | +1,500+1,000.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,651 | $214.0K | 0.01% | −162−8.9% | Reduced |
| RB Capital Management, LLC | 1,655 | $214.0K | 0.07% | +1,655 | New |
| Enterprise Financial Services Corp | 1,660 | $215.0K | 0.03% | +1,660 | New |
| Hills Bank & Trust Co | 1,674 | $217.0K | 0.03% | +244+17.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,680 | $217.0K | 0.04% | +1,680 | New |
| Certified Advisory Corp | 1,681 | $218.0K | 0.05% | +1,681 | New |
| TD Private Client Wealth LLC | 1,691 | $218.8K | 0.01% | −30−1.7% | Reduced |
| Money Concepts Capital Corp | 1,694 | $219.0K | 0.02% | +1,694 | New |
| Boothbay Fund Management, LLC | 1,698 | $220.0K | 0.01% | −4,406−72.2% | Reduced |
| Glassman Wealth Services | 1,698 | $220.0K | 0.04% | −372−18.0% | Reduced |
| Capital Investment Advisory Services, LLC | 1,703 | $220.0K | 0.03% | −200−10.5% | Reduced |
| Vigilant Capital Management, LLC | 1,700 | $220.0K | 0.02% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 1,700 | $220.0K | 0.00% | +1,700 | New |