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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 2,201 | $284.0K | 0.06% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,196 | $284.0K | 0.04% | +20+0.9% | Added |
| Maltin Wealth Management, Inc. | 2,217 | $287.0K | 0.17% | +124+5.9% | Added |
| XR Securities LLC | 2,216 | $287.0K | 0.03% | +2,216 | New |
| AlphaCore Capital LLC | 2,229 | $288.0K | 0.13% | +2,229 | New |
| OneAscent Wealth Management LLC | 2,223 | $288.0K | 0.72% | +2,223 | New |
| Keystone Wealth Services, LLC | 2,226 | $288.0K | 0.12% | +2,226 | New |
| Harbour Investments, Inc. | 2,233 | $289.0K | 0.02% | −6,051−73.0% | Reduced |
| Legacy Private Trust Co. | 2,230 | $289.0K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,500 | $291.0K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,252 | $291.0K | 0.09% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,250 | $291.0K | 0.02% | +50+2.3% | Added |
| Carl P. Sherr & Co., LLC | 2,250 | $291.0K | 0.18% | +2,250 | New |
| First Hawaiian Bank | 2,260 | $292.0K | 0.01% | +2,260 | New |
| Wedmont Private Capital | 2,458 | $292.0K | 0.09% | +2,458 | New |
| Princeton Capital Management LLC | 2,268 | $293.0K | 0.08% | +260+12.9% | Added |
| Objective Capital Management, LLC | 2,282 | $295.0K | 0.21% | +2,282 | New |
| First Dallas Securities Inc. | 2,300 | $298.0K | 0.20% | −300−11.5% | Reduced |
| Clear Creek Financial Management, LLC | 2,301 | $298.0K | 0.04% | +2,301 | New |
| Act Wealth Management, LLC | 2,320 | $300.0K | 0.17% | −155−6.3% | Reduced |
| GM Advisory Group, Inc. | 2,320 | $300.0K | 0.03% | +287+14.1% | Added |
| Palladium Partners LLC | 2,316 | $300.0K | 0.01% | +2,316 | New |
| TCTC Holdings, LLC | 2,325 | $301.0K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,335 | $302.0K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,327 | $302.0K | 0.09% | +175+8.1% | Added |
| Brown Miller Wealth Management, LLC | 2,349 | $303.0K | 0.17% | +3+0.1% | Added |
| Barings LLC | 2,353 | $304.0K | 0.01% | −296−11.2% | Reduced |
| Archford Capital Strategies, LLC | 2,346 | $304.0K | 0.07% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,349 | $304.0K | 0.00% | +2,349 | New |
| PrairieView Partners, LLC | 2,367 | $306.0K | 0.04% | +2,367 | New |
| Regent Investment Management LLC | 2,375 | $307.0K | 0.07% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 2,322 | $307.0K | 0.31% | +2,322 | New |
| Edge Capital Group, LLC | 2,381 | $308.0K | 0.02% | +14+0.6% | Added |
| Cypress Capital, LLC | 2,380 | $308.0K | 0.04% | +30+1.3% | Added |
| Checchi Capital Advisers, LLC | 2,377 | $308.0K | 0.03% | +139+6.2% | Added |
| Benjamin Edwards Inc | 2,393 | $310.0K | 0.10% | −3,142−56.8% | Reduced |
| Capital Performance Advisors LLP | 2,600 | $310.0K | 0.19% | +2,600 | New |
| Oakworth Capital, Inc. | 2,400 | $311.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,409 | $311.0K | 0.02% | +263+12.3% | Added |
| Zions Bancorporation, N.A. | 2,411 | $312.0K | 0.03% | +2,304+2,153.3% | Added |
| Mairs & Power Inc | 2,427 | $314.0K | 0.00% | −1,673−40.8% | Reduced |
| Reik & Co., LLC | 2,425 | $314.0K | 0.08% | 00.0% | Unchanged |
| Single Point Partners, LLC | 2,455 | $318.0K | 0.09% | −20−0.8% | Reduced |
| Southeast Asset Advisors Inc. | 2,455 | $318.0K | 0.04% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,460 | $318.0K | 0.15% | +10.0% | Added |
| Aveo Capital Partners, LLC | 2,459 | $318.0K | 0.06% | +64+2.7% | Added |
| Balentine LLC | 2,454 | $318.0K | 0.01% | +2,454 | New |
| Yorktown Management & Research Co Inc | 2,465 | $319.0K | 0.22% | −775−23.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,463 | $319.0K | 0.05% | +243+10.9% | Added |
| Lindbrook Capital, LLC | 2,475 | $320.0K | 0.05% | +2,475 | New |
| Forefront Wealth Management Inc. | 2,471 | $320.0K | 0.31% | +2,471 | New |
| Searle & Co. | 2,500 | $323.0K | 0.12% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,500 | $323.0K | 0.09% | 00.0% | Unchanged |
| Lake Point Wealth Management | 2,500 | $323.0K | 0.14% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,498 | $323.0K | 0.13% | 00.0% | Unchanged |
| Eastern Bank | 2,500 | $323.0K | 0.01% | +2,500 | New |
| Goodwin Daniel L | 2,500 | $324.0K | 0.14% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,513 | $325.0K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,523 | $326.0K | 0.02% | −236−8.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,530 | $327.0K | 0.07% | −907−26.4% | Reduced |
| Next Capital Management LLC | 2,546 | $329.0K | 0.23% | −2,483−49.4% | Reduced |
| Bogart Wealth, LLC | 2,551 | $330.0K | 0.03% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 2,566 | $332.0K | 0.03% | +15+0.6% | Added |
| Doyle Wealth Management | 2,577 | $333.0K | 0.02% | −90−3.4% | Reduced |
| Carson Advisory Inc. | 2,583 | $334.0K | 0.34% | +2,583 | New |
| Accurate Wealth Management, LLC | 2,615 | $335.0K | 0.28% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,600 | $336.0K | 0.02% | −590−18.5% | Reduced |
| RSM US Wealth Management LLC | 2,600 | $336.0K | 0.02% | −36−1.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,600 | $336.0K | 0.12% | +2,600 | New |
| Fort Point Capital Partners LLC | 2,630 | $340.0K | 0.05% | +770+41.4% | Added |
| Camden Capital, LLC | 2,635 | $341.0K | 0.07% | +71+2.8% | Added |
| Baron Financial Group, LLC | 2,650 | $342.9K | 0.19% | 00.0% | Unchanged |
| Courier Capital LLC | 2,650 | $343.0K | 0.03% | −200−7.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,652 | $343.0K | 0.10% | +234+9.7% | Added |
| CFM Wealth Partners LLC | 2,715 | $344.0K | 0.08% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,656 | $344.0K | 0.50% | +2,656 | New |
| Autumn Glory Partners, LLC | 2,671 | $345.0K | 0.14% | +2,671 | New |
| Investmark Advisory Group LLC | 2,669 | $345.0K | 0.32% | +2,669 | New |
| Renasant Bank | 2,673 | $346.0K | 0.24% | −113−4.1% | Reduced |
| SOA Wealth Advisors, LLC. | 2,708 | $348.0K | 0.08% | +3+0.1% | Added |
| Westshore Wealth, LLC | 2,690 | $348.0K | 0.24% | +2,690 | New |
| United Bank | 2,700 | $349.0K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2,725 | $353.0K | 0.17% | −950−25.9% | Reduced |
| MKT Advisors LLC | 3,175 | $354.0K | 0.28% | +3,175 | New |
| Tradewinds, LLC. | 2,707 | $354.4K | 0.42% | +2,707 | New |
| San Luis Wealth Advisors LLC | 2,754 | $356.0K | 0.36% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,757 | $357.0K | 0.10% | −203−6.9% | Reduced |
| Quantum Private Wealth, LLC | 2,762 | $357.0K | 0.14% | +2,762 | New |
| Pallas Capital Advisors LLC | 3,260 | $358.0K | 0.04% | −146−4.3% | Reduced |
| Brighton Jones LLC | 2,772 | $359.0K | 0.02% | +1,002+56.6% | Added |
| Cookson Peirce & Co Inc | 2,798 | $362.0K | 0.02% | +8+0.3% | Added |
| LVM Capital Management Ltd | 2,805 | $363.0K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,815 | $364.0K | 0.02% | −235−7.7% | Reduced |
| Concentric Wealth Management, LLC | 2,815 | $364.0K | 0.10% | −160−5.4% | Reduced |
| USA Financial Portformulas Corp | 2,835 | $367.0K | 0.31% | +2,835 | New |
| Smith Anglin Financial, LLC | 2,856 | $370.0K | 0.06% | +409+16.7% | Added |
| Eagle Global Advisors LLC | 2,900 | $375.0K | 0.02% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 2,904 | $376.0K | 0.87% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,907 | $376.0K | 0.11% | +2,907 | New |
| Summit Financial, LLC | 2,916 | $377.3K | 0.03% | +225+8.4% | Added |