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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 1,700 | $220.0K | 0.01% | +1,700 | New |
| Butensky & Cohen Financial Security, Inc | 1,700 | $220.0K | 0.08% | +1,700 | New |
| Ayrshire Capital Management LLC | 1,700 | $220.0K | 0.11% | +1,700 | New |
| Peoples Bank | 1,705 | $221.0K | 0.11% | +1,705 | New |
| Coastline Trust Co | 1,705 | $221.0K | 0.03% | +1,705 | New |
| Ethic Inc. | 1,714 | $222.0K | 0.02% | +1,714 | New |
| Doheny Asset Management | 1,725 | $223.0K | 0.16% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,743 | $225.0K | 0.06% | −4,679−72.9% | Reduced |
| Abbrea Capital, LLC | 1,740 | $225.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,745 | $226.0K | 0.06% | −415−19.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,750 | $226.0K | 0.01% | −250−12.5% | Reduced |
| Kavar Capital Partners Group, LLC | 1,750 | $226.0K | 0.05% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1,746 | $226.0K | 0.16% | +14+0.8% | Added |
| Sowa Financial Group, Inc. | 1,750 | $226.0K | 0.13% | +1,750 | New |
| Northcape Wealth Management, LLC | 1,750 | $226.0K | 0.08% | +1,750 | New |
| American Trust | 1,750 | $226.0K | 0.02% | +1,750 | New |
| City State Bank | 1,747 | $226.0K | 0.14% | +1,747 | New |
| Nottingham Advisors, Inc. | 1,762 | $228.0K | 0.02% | −597−25.3% | Reduced |
| ZWJ Investment Counsel Inc | 1,765 | $228.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,762 | $228.0K | 0.10% | +1,762 | New |
| Allegheny Financial Group LTD | 1,765 | $228.0K | 0.09% | +1,765 | New |
| Mount Yale Investment Advisors, LLC | 1,770 | $229.0K | 0.02% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,775 | $230.0K | 0.09% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,778 | $230.0K | 0.11% | +1+0.1% | Added |
| Opal Wealth Advisors, LLC | 1,795 | $232.0K | 0.15% | +1,795 | New |
| Creative Financial Designs Inc | 1,799 | $233.0K | 0.04% | −336−15.7% | Reduced |
| Trust Investment Advisors | 1,800 | $233.0K | 0.18% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,800 | $233.0K | 0.05% | +1,800 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,798 | $233.0K | 0.09% | +1,798 | New |
| Astoria Portfolio Advisors LLC. | 1,799 | $233.0K | 0.18% | +1,799 | New |
| Grant/GrossMendelsohn, LLC | 1,930 | $234.0K | 0.19% | −345−15.2% | Reduced |
| First Citizens Bank & Trust Co | 1,811 | $234.0K | 0.01% | −495−21.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,810 | $234.0K | 0.08% | 00.0% | Unchanged |
| Hayden Royal, LLC | 1,817 | $235.0K | 0.55% | −22,015−92.4% | Reduced |
| Parcion Private Wealth LLC | 2,028 | $235.0K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 1,814 | $235.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,814 | $235.0K | 0.05% | +361+24.8% | Added |
| Concord Wealth Partners | 1,816 | $235.0K | 0.06% | +1,319+265.4% | Added |
| Monograph Wealth Advisors, LLC | 1,825 | $236.0K | 0.06% | +1,825 | New |
| Miracle Mile Advisors, LLC | 1,840 | $238.0K | 0.01% | −900−32.8% | Reduced |
| Shufro Rose & Co LLC | 1,847 | $239.0K | 0.02% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,850 | $239.0K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 1,855 | $240.0K | 0.01% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,860 | $240.0K | 0.12% | +1,860 | New |
| Private Ocean, LLC | 1,866 | $241.0K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,860 | $241.0K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,869 | $242.0K | 0.02% | +1,869 | New |
| Hilltop Holdings Inc. | 1,879 | $243.0K | 0.03% | −596−24.1% | Reduced |
| Regal Investment Advisors LLC | 1,876 | $243.0K | 0.02% | +1,876 | New |
| Mackay Shields LLC | 1,900 | $246.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,917 | $248.0K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,025 | $249.0K | 0.08% | +8+0.4% | Added |
| Whalerock Point Partners, LLC | 1,928 | $249.5K | 0.09% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,934 | $250.0K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,940 | $251.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,937 | $251.0K | 0.02% | +1,937 | New |
| Saxon Interests, Inc. | 2,076 | $252.0K | 0.14% | +2,076 | New |
| Woodward Diversified Capital, LLC | 1,952 | $253.0K | 0.15% | −295−13.1% | Reduced |
| Camelot Portfolios, LLC | 1,965 | $254.0K | 0.10% | −279−12.4% | Reduced |
| Keel Point, LLC | 1,988 | $257.0K | 0.04% | −403−16.9% | Reduced |
| Meeder Asset Management Inc | 1,992 | $258.0K | 0.03% | −88,505−97.8% | Reduced |
| Associated Banc-Corp | 2,005 | $259.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,000 | $259.0K | 0.05% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,999 | $259.0K | 0.10% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 2,000 | $259.0K | 0.00% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| Port Capital LLC | 2,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 2,000 | $259.0K | 0.10% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,003 | $259.0K | 0.03% | +75+3.9% | Added |
| PACK Private Wealth, LLC | 2,000 | $259.0K | 0.21% | +2,000 | New |
| Peak Financial Management, Inc. | 2,013 | $261.0K | 0.08% | +11+0.5% | Added |
| Washington Trust Bank | 2,027 | $262.0K | 0.03% | +2,027 | New |
| Bouchey Financial Group Ltd | 2,023 | $262.0K | 0.04% | +2,023 | New |
| Pegasus Partners Ltd. | 2,035 | $263.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,035 | $263.0K | 0.03% | +136+7.2% | Added |
| Comerica Securities,inc. | 2,039 | $264.0K | 0.02% | +117+6.1% | Added |
| Childress Capital Advisors, LLC | 2,040 | $264.0K | 0.11% | +2,040 | New |
| Baystate Wealth Management LLC | 2,049 | $265.0K | 0.02% | +4+0.2% | Added |
| Chicago Capital, LLC | 2,050 | $265.0K | 0.01% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,047 | $265.0K | 0.17% | +14+0.7% | Added |
| Hoey Investments, Inc | 2,050 | $265.0K | 0.07% | +1,050+105.0% | Added |
| Nicholas Hoffman & Company, LLC. | 2,061 | $267.0K | 0.01% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 2,065 | $267.0K | 0.23% | +2,065 | New |
| Financial Advisors Network, Inc. | 2,069 | $268.0K | 0.06% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,072 | $268.0K | 0.04% | +2,072 | New |
| Sage Rhino Capital LLC | 2,082 | $269.0K | 0.08% | +5+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,103 | $272.0K | 0.10% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,100 | $272.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,111 | $273.0K | 0.00% | −100−4.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,107 | $273.0K | 0.00% | −77−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,111 | $273.1K | 0.00% | −100−4.5% | Reduced |
| Pinnacle Private Wealth, LLC | 2,120 | $274.0K | 0.09% | +2,120 | New |
| Outlook Wealth Advisors, LLC | 2,123 | $275.0K | 0.08% | −47−2.2% | Reduced |
| Hohimer Wealth Management, LLC | 2,135 | $276.0K | 0.06% | −1,117−34.3% | Reduced |
| Patten & Patten Inc | 2,159 | $279.0K | 0.02% | −1,263−36.9% | Reduced |
| Flaharty Asset Management, LLC | 2,165 | $280.0K | 0.05% | +27+1.3% | Added |
| MidWestOne Financial Group, Inc. | 2,175 | $281.0K | 0.06% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,175 | $281.0K | 0.07% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,174 | $281.0K | 0.10% | +2,174 | New |
| Highland Private Wealth Management | 2,184 | $282.0K | 0.04% | +2,184 | New |