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
- 1,637
- +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 | 2,157 | $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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 4,004 | $518.0K | 0.22% | −145−3.5% | Reduced |
| Annex Advisory Services, LLC | 4,005 | $518.0K | 0.04% | +5+0.1% | Added |
| Covey Capital Advisors, LLC | 4,000 | $518.0K | 0.42% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 4,000 | $518.0K | 0.21% | +4,000 | New |
| Great Point Wealth Advisors, LLC | 4,000 | $518.0K | 0.16% | +4,000 | New |
| Twin Tree Management, LP | 4,019 | $520.0K | 0.01% | −150,731−97.4% | Reduced |
| Schrum Private Wealth Management LLC | 4,015 | $520.0K | 0.47% | +4,015 | New |
| Westover Capital Advisors, LLC | 4,029 | $521.0K | 0.15% | +987+32.4% | Added |
| Legacy Bridge, LLC | 4,050 | $524.0K | 0.27% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 4,050 | $524.0K | 0.26% | 00.0% | Unchanged |
| XML Financial, LLC | 4,052 | $524.0K | 0.06% | +161+4.1% | Added |
| Steel Peak Wealth Management LLC | 4,059 | $525.0K | 0.03% | +32+0.8% | Added |
| Verition Fund Management LLC | 4,084 | $528.0K | 0.01% | +4,084 | New |
| Leonteq Securities AG | 4,094 | $529.7K | 0.02% | +1,230+42.9% | Added |
| Diversified Portfolios, Inc. | 4,101 | $531.0K | 0.13% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 4,100 | $531.0K | 0.18% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 4,117 | $533.0K | 0.14% | −44−1.1% | Reduced |
| Selective Wealth Management, Inc. | 4,125 | $534.0K | 0.22% | +100+2.5% | Added |
| First Pacific Advisors, LP | 4,146 | $536.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4,168 | $539.3K | 0.05% | +2,314+124.8% | Added |
| Windsor Group LTD | 4,320 | $540.0K | 0.10% | −20.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,180 | $541.0K | 0.04% | +140+3.5% | Added |
| Sterling Investment Counsel, LLC | 4,190 | $542.0K | 0.37% | +4,190 | New |
| Marble Harbor Investment Counsel, LLC | 4,200 | $543.0K | 0.06% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 4,193 | $543.0K | 0.20% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,210 | $545.0K | 0.07% | −990−19.0% | Reduced |
| TBH Global Asset Management, LLC | 4,239 | $548.0K | 0.11% | +428+11.2% | Added |
| Gateway Investment Advisers LLC | 4,267 | $552.0K | 0.01% | −943−18.1% | Reduced |
| Regatta Capital Group, LLC | 4,299 | $556.0K | 0.19% | +4,299 | New |
| Venturi Wealth Management, LLC | 4,306 | $557.0K | 0.04% | +75+1.8% | Added |
| Ingalls & Snyder LLC | 4,315 | $558.0K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,317 | $559.0K | 0.04% | −62−1.4% | Reduced |
| Prentice Wealth Management LLC | 4,328 | $560.0K | 0.26% | −139−3.1% | Reduced |
| Invst, LLC | 4,632 | $560.0K | 0.09% | +241+5.5% | Added |
| Byrne Asset Management LLC | 4,338 | $561.0K | 0.36% | +4,338 | New |
| Cornerstone Advisory, LLC | 4,350 | $563.0K | 0.08% | −50−1.1% | Reduced |
| SC&H Financial Advisors, Inc. | 4,367 | $565.0K | 0.31% | +4,367 | New |
| Essex LLC | 4,376 | $566.0K | 0.15% | −25−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 4,377 | $566.0K | 0.14% | +21+0.5% | Added |
| BSW Wealth Partners | 4,375 | $566.0K | 0.14% | +4,375 | New |
| Mraz, Amerine & Associates, Inc. | 4,380 | $567.0K | 0.15% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,402 | $570.0K | 0.16% | +4,402 | New |
| Beacon Investment Advisory Services, Inc. | 4,420 | $572.0K | 0.02% | +670+17.9% | Added |
| Old Port Advisors | 4,815 | $574.0K | 0.19% | +48+1.0% | Added |
| Spinnaker Investment Group, LLC | 5,121 | $575.0K | 0.20% | +5,121 | New |
| Beaumont Financial Partners, LLC | 4,455 | $576.0K | 0.04% | +4+0.1% | Added |
| V Wealth Advisors LLC | 4,459 | $577.0K | 0.08% | +108+2.5% | Added |
| Avantax Planning Partners, Inc. | 4,461 | $577.0K | 0.02% | +273+6.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,468 | $578.0K | 0.03% | +850+23.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,483 | $580.0K | 0.03% | +161+3.7% | Added |
| Chicago Trust Co NA | 4,482 | $580.0K | 0.12% | +800+21.7% | Added |
| Mission Wealth Management, LP | 4,507 | $583.0K | 0.03% | −128−2.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,505 | $583.0K | 0.22% | +45+1.0% | Added |
| Anchor Investment Management, LLC | 4,521 | $585.0K | 0.07% | −250−5.2% | Reduced |
| Prio Wealth Limited Partnership | 4,560 | $590.0K | 0.02% | +3+0.1% | Added |
| BBR Partners, LLC | 4,570 | $591.0K | 0.07% | −20−0.4% | Reduced |
| WealthTrust Axiom LLC | 4,600 | $595.0K | 0.19% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 4,600 | $595.0K | 0.52% | 00.0% | Unchanged |
| Veriti Management LLC | 4,595 | $595.0K | 0.08% | +139+3.1% | Added |
| Masso Torrence Wealth Management Inc. | 4,601 | $595.0K | 0.42% | +4,601 | New |
| Capital Asset Advisory Services LLC | 4,649 | $602.0K | 0.06% | −1,775−27.6% | Reduced |
| Hallmark Capital Management Inc | 4,653 | $602.0K | 0.05% | −25−0.5% | Reduced |
| IHT Wealth Management, LLC | 4,685 | $606.0K | 0.04% | −2,117−31.1% | Reduced |
| Engine No. 1 LLC | 4,698 | $608.0K | 0.13% | +1,010+27.4% | Added |
| Flputnam Investment Management Co | 4,704 | $609.0K | 0.02% | −305−6.1% | Reduced |
| Gilman Hill Asset Management, LLC | 4,725 | $611.0K | 0.14% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 4,720 | $611.0K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,725 | $611.0K | 0.24% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,787 | $619.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,797 | $621.0K | 0.02% | −131−2.7% | Reduced |
| Evergreen Capital Management LLC | 4,839 | $626.0K | 0.03% | −579−10.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,845 | $627.0K | 0.12% | −246−4.8% | Reduced |
| Security Asset Management | 4,849 | $628.0K | 0.24% | −5,507−53.2% | Reduced |
| Altium Wealth Management LLC | 4,854 | $628.0K | 0.04% | +18+0.4% | Added |
| Veracity Capital LLC | 4,861 | $629.0K | 0.25% | +895+22.6% | Added |
| Wimmer Associates 1, LLC | 4,888 | $632.0K | 0.34% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $634.0K | 0.48% | – | New |
| Voya Financial Advisors, Inc. | 4,963 | $638.0K | 0.07% | +882+21.6% | Added |
| Sterneck Capital Management, LLC | 4,975 | $644.0K | 0.38% | −1,000−16.7% | Reduced |
| LSP Investment Advisors, LLC | 5,000 | $647.0K | 0.28% | 00.0% | Unchanged |
| Wealth Alliance | 5,002 | $647.0K | 0.13% | +814+19.4% | Added |
| Virtue Capital Management, LLC | 5,008 | $648.0K | 0.10% | +2,953+143.7% | Added |
| Morton Capital Management LLC | 5,016 | $649.0K | 0.27% | +5,016 | New |
| Cigna Investments Inc | 5,039 | $652.0K | 0.05% | −36−0.7% | Reduced |
| Norway Savings Bank | 5,038 | $652.0K | 0.29% | +1,205+31.4% | Added |
| Prime Capital Investment Advisors, LLC | 5,041 | $652.0K | 0.03% | +1,215+31.8% | Added |
| Barometer Capital Management Inc. | 5,100 | $652.8K | 0.11% | −68,937−93.1% | Reduced |
| Cladis Investment Advisory, LLC | 5,100 | $659.9K | 0.53% | +5,100 | New |
| Kalos Management, Inc. | 4,639 | $660.0K | 0.18% | +135+3.0% | Added |
| EPG Wealth Management LLC | 5,101 | $660.0K | 0.23% | +38+0.8% | Added |
| Perkins Coie Trust Co | 5,107 | $661.0K | 0.19% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,110 | $661.0K | 0.06% | +5,110 | New |
| Excalibur Management Corp | 5,114 | $662.0K | 0.27% | −886−14.8% | Reduced |
| Gateway Advisory, LLC | 5,128 | $664.0K | 0.14% | +3,340+186.8% | Added |
| US Financial Advisors, LLC | 5,187 | $671.0K | 0.31% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 5,195 | $672.0K | 0.52% | +5,195 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,200 | $673.0K | 0.04% | −2,900−35.8% | Reduced |
| Quest Capital Management Inc | 5,212 | $674.0K | 0.12% | +1,970+60.8% | Added |
| McKinley Carter Wealth Services, Inc. | 5,220 | $675.0K | 0.05% | +10+0.2% | Added |
| Adviser Investments LLC | 5,262 | $681.0K | 0.05% | +356+7.3% | Added |