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 |
|---|---|---|---|---|---|
| South State Corp. | 2,931 | $379.0K | 0.03% | +181+6.6% | Added |
| Avestar Capital, LLC | 2,948 | $381.0K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,941 | $381.0K | 0.07% | +7+0.2% | Added |
| Sanford Advisory Services, LLC | 2,952 | $382.0K | 0.09% | +75+2.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 2,962 | $383.0K | 0.02% | −10,024−77.2% | Reduced |
| Wagner Wealth Management, LLC | 2,959 | $383.0K | 0.29% | +18+0.6% | Added |
| Prelude Capital Management, LLC | 2,957 | $383.0K | 0.02% | +2,957 | New |
| Wambolt & Associates, LLC | 2,967 | $384.0K | 0.14% | +2,967 | New |
| Levin Capital Strategies, L.P. | 2,990 | $387.0K | 0.04% | −1,508−33.5% | Reduced |
| G2 Capital Management, LLC | 2,989 | $387.0K | 0.14% | +2,989 | New |
| Ferris Capital, LLC | 3,000 | $388.0K | 0.08% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,000 | $388.0K | 0.05% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,000 | $388.0K | 0.07% | +3,000 | New |
| IVC Wealth Advisors LLC | 3,010 | $389.0K | 0.25% | −726−19.4% | Reduced |
| Trust Co of Virginia | 3,025 | $391.0K | 0.04% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 3,033 | $392.0K | 0.25% | −245−7.5% | Reduced |
| Bay Rivers Group | 3,035 | $393.0K | 0.24% | +16+0.5% | Added |
| Sepio Capital, LP | 3,049 | $395.0K | 0.03% | −2,050−40.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,050 | $395.0K | 0.13% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,072 | $397.0K | 0.10% | −299−8.9% | Reduced |
| Howard Financial Services, Ltd. | 3,077 | $398.0K | 0.12% | +10.0% | Added |
| Signet Financial Management, LLC | 3,078 | $398.0K | 0.06% | +74+2.5% | Added |
| Rappaport Reiches Capital Management, LLC | 3,103 | $401.5K | 0.35% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,120 | $404.0K | 0.04% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3,130 | $405.0K | 0.02% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 3,130 | $405.0K | 0.60% | +3,130 | New |
| Echo Street Capital Management LLC | 3,170 | $410.0K | 0.00% | −115−3.5% | Reduced |
| Cedrus LLC | 3,184 | $412.0K | 0.40% | +3,184 | New |
| Stelac Advisory Services LLC | 3,186 | $412.0K | 0.11% | −6,651−67.6% | Reduced |
| New York Life Investments Alternatives | 3,196 | $414.0K | 0.28% | −496−13.4% | Reduced |
| SlateStone Wealth, LLC | 3,200 | $414.0K | 0.09% | +3,200 | New |
| Sigma Investment Counselors Inc | 3,210 | $415.0K | 0.03% | 00.0% | Unchanged |
| 55I, LLC | 3,218 | $416.0K | 0.01% | +150+4.9% | Added |
| Bryn Mawr Trust Co | 3,225 | $417.0K | 0.01% | +888+38.0% | Added |
| Affinity Capital Advisors, LLC | 3,240 | $419.0K | 0.13% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,257 | $421.0K | 0.07% | +14+0.4% | Added |
| Zhang Financial LLC | 3,255 | $421.0K | 0.07% | +3,255 | New |
| Pinkerton Retirement Specialists, LLC | 3,265 | $422.0K | 0.07% | −51,396−94.0% | Reduced |
| Stonnington Group, LLC | 3,481 | $422.0K | 0.09% | −2,200−38.7% | Reduced |
| Mayfair Advisory Group, LLC | 3,610 | $425.0K | 0.56% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 3,289 | $426.0K | 0.15% | +3,289 | New |
| Paragon Private Wealth Management, LLC | 3,290 | $426.0K | 0.38% | +3,290 | New |
| Gruss & Co., LLC | 3,300 | $427.0K | 1.15% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,300 | $427.0K | 0.03% | +149+4.7% | Added |
| Ambassador Advisors, LLC | 3,305 | $428.0K | 0.08% | +5+0.2% | Added |
| Hofer & Associates. Inc | 3,312 | $429.0K | 0.39% | +3,312 | New |
| Polaris Wealth Advisory Group, LLC | 3,358 | $434.0K | 0.02% | +18+0.5% | Added |
| Montecito Bank & Trust | 3,363 | $436.0K | 0.08% | +230+7.3% | Added |
| Terry L. Blaker | 3,390 | $439.0K | 0.03% | −200−5.6% | Reduced |
| Phoenix Wealth Advisors | 3,395 | $439.0K | 0.33% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,396 | $439.0K | 0.12% | −3−0.1% | Reduced |
| Valmark Advisers, Inc. | 3,408 | $441.0K | 0.01% | +45+1.3% | Added |
| Moloney Securities Asset Management, LLC | 3,419 | $442.0K | 0.08% | −3,697−52.0% | Reduced |
| Iron Financial, LLC | 3,419 | $442.0K | 0.20% | +5+0.1% | Added |
| MJP Associates Inc | 3,509 | $444.0K | 0.13% | +107+3.1% | Added |
| RMR Wealth Builders | 3,440 | $445.0K | 0.13% | −5,821−62.9% | Reduced |
| Redmont Wealth Advisors LLC | 3,440 | $445.0K | 0.49% | +3,440 | New |
| Gray Wealth Management Inc. | 3,452 | $447.0K | 0.22% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,457 | $447.0K | 0.06% | +379+12.3% | Added |
| Caxton Associates LP | 3,459 | $448.0K | 0.06% | −4,949−58.9% | Reduced |
| TCI Wealth Advisors, Inc. | 3,468 | $449.0K | 0.07% | +129+3.9% | Added |
| Retirement Group, LLC | 3,488 | $451.0K | 0.20% | −80−2.2% | Reduced |
| Parkside Financial Bank & Trust | 3,491 | $451.0K | 0.11% | +911+35.3% | Added |
| Southern Farm Bureau Life Insurance | 3,500 | $453.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 3,517 | $455.0K | 0.02% | +1,370+63.8% | Added |
| Main Street Financial Solutions, LLC | 3,523 | $456.0K | 0.06% | +790+28.9% | Added |
| ACG Wealth | 3,549 | $459.0K | 0.07% | +20+0.6% | Added |
| Compass Financial Advisors LLC | 3,547 | $459.0K | 0.51% | +3,547 | New |
| Fairhaven Wealth Management, LLC | 3,558 | $460.0K | 0.18% | −997−21.9% | Reduced |
| Journey Advisory Group, LLC | 3,553 | $460.0K | 0.13% | 00.0% | Unchanged |
| PFG Advisors | 3,559 | $461.0K | 0.05% | −45−1.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,664 | $464.0K | 0.16% | +87+2.4% | Added |
| Plante Moran Financial Advisors, LLC | 3,591 | $465.0K | 0.08% | −371−9.4% | Reduced |
| FinTrust Capital Advisors, LLC | 3,608 | $467.0K | 0.11% | −173−4.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,620 | $468.4K | 0.12% | −400−10.0% | Reduced |
| Vectors Research Management, LLC | 3,639 | $471.0K | 0.10% | 00.0% | Unchanged |
| HNP Capital LLC | 3,639 | $471.0K | 0.11% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,637 | $471.0K | 0.28% | +308+9.3% | Added |
| Boston Family Office LLC | 3,646 | $472.0K | 0.03% | −500−12.1% | Reduced |
| Keystone Financial Group | 3,659 | $473.0K | 0.08% | +23+0.6% | Added |
| NCM Capital Management, LLC | 3,679 | $476.0K | 0.42% | +3,679 | New |
| Rollins Financial | 3,695 | $478.0K | 0.14% | +3,695 | New |
| Sovereign Financial Group, Inc. | 3,725 | $482.0K | 0.20% | +1,725+86.3% | Added |
| Old North State Trust, LLC | 3,751 | $485.0K | 0.35% | +113+3.1% | Added |
| Fundamentun, LLC | 3,757 | $486.0K | 0.08% | −477−11.3% | Reduced |
| IPG Investment Advisors LLC | 3,750 | $486.0K | 0.09% | −85−2.2% | Reduced |
| Atlas Capital Advisors LLC | 3,800 | $491.7K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,850 | $498.0K | 0.22% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 3,860 | $499.0K | 0.05% | +500+14.9% | Added |
| Smithfield Trust Co | 3,868 | $501.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,880 | $502.0K | 0.02% | −966−19.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 3,889 | $503.0K | 0.21% | +29+0.8% | Added |
| Vaughan David Investments LLC | 3,900 | $505.0K | 0.01% | +1,700+77.3% | Added |
| Assetmark, Inc | 3,915 | $507.0K | 0.00% | +3,621+1,231.6% | Added |
| Modera Wealth Management, LLC | 3,927 | $508.0K | 0.02% | +2,131+118.7% | Added |
| Cypress Wealth Services, LLC | 3,937 | $509.0K | 0.14% | +10.0% | Added |
| Sweet Financial Partners, LLC | 3,950 | $511.0K | 0.21% | +3,950 | New |
| Washington Trust Co | 3,989 | $516.0K | 0.02% | −925−18.8% | Reduced |
| Oak Thistle LLC | 3,987 | $516.0K | 0.40% | +3,987 | New |
| PBMares Wealth Management LLC | 4,004 | $518.0K | 0.22% | −145−3.5% | Reduced |