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 |
|---|---|---|---|---|---|
| Jupiter Wealth Management LLC | 5,275 | $682.0K | 0.35% | −1,475−21.9% | Reduced |
| Thrivent Financial for Lutherans | 7,016 | $682.0K | 0.00% | −184−2.6% | Reduced |
| Seeyond | 5,307 | $686.0K | 0.06% | −4,280−44.6% | Reduced |
| Titleist Asset Management, Ltd. | 5,301 | $686.0K | 0.14% | +5,301 | New |
| First Heartland Consultants, Inc. | 5,347 | $691.0K | 0.09% | −6,430−54.6% | Reduced |
| Van Cleef Asset Management,Inc | 5,345 | $692.0K | 0.10% | +3+0.1% | Added |
| Visionary Wealth Advisors | 5,352 | $692.0K | 0.06% | +69+1.3% | Added |
| Heritage Investors Management Corp | 5,353 | $693.0K | 0.03% | +1,800+50.7% | Added |
| Total Clarity Wealth Management, Inc. | 5,370 | $695.0K | 0.32% | +200+3.9% | Added |
| Minot Wealth Management LLC | 5,375 | $695.0K | 0.13% | +2,275+73.4% | Added |
| Pearl River Capital, LLC | 5,369 | $695.0K | 0.19% | +5,369 | New |
| Capital One Financial Corp | 5,385 | $697.0K | 0.08% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 5,394 | $698.0K | 0.13% | +1,330+32.7% | Added |
| NorthRock Partners, LLC | 5,423 | $702.0K | 0.05% | −175−3.1% | Reduced |
| Vaughan & Co Securities, Inc. | 5,452 | $705.0K | 0.48% | −3,279−37.6% | Reduced |
| Israel Discount Bank of New York | 5,447 | $705.0K | 0.44% | +257+5.0% | Added |
| Founders Financial Securities LLC | 5,464 | $707.0K | 0.13% | −2,107−27.8% | Reduced |
| Octavia Wealth Advisors, LLC | 5,463 | $707.0K | 0.15% | +39+0.7% | Added |
| Wesbanco Bank Inc | 5,473 | $708.0K | 0.03% | +66+1.2% | Added |
| Dowling & Yahnke LLC | 5,490 | $710.0K | 0.03% | +1,371+33.3% | Added |
| Merrion Investment Management Co, LLC | 5,500 | $711.0K | 0.52% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,400 | $713.0K | 0.14% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,510 | $713.0K | 0.01% | +5,510 | New |
| Powell Investment Advisors, LLC | 5,521 | $714.0K | 0.41% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,539 | $717.0K | 0.45% | −247−4.3% | Reduced |
| Financial Engines Advisors L.L.C. | 5,576 | $721.0K | 0.00% | +98+1.8% | Added |
| Nicolet Bankshares Inc | 5,616 | $727.0K | 0.16% | +2,116+60.5% | Added |
| BDO Wealth Advisors, LLC | 5,638 | $729.0K | 0.08% | +142+2.6% | Added |
| Advisor Partners LLC | 5,639 | $730.0K | 0.04% | −22−0.4% | Reduced |
| Symmetry Partners, LLC | 5,652 | $731.0K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 6,261 | $732.0K | 0.47% | +185+3.0% | Added |
| Wealth Management Solutions, LLC | 5,665 | $733.0K | 0.38% | +5,665 | New |
| Clifford Swan Investment Counsel LLC | 5,675 | $734.0K | 0.03% | −50−0.9% | Reduced |
| Davis R M Inc | 5,669 | $734.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 5,700 | $737.0K | 0.53% | −200−3.4% | Reduced |
| GYL Financial Synergies, LLC | 5,700 | $738.0K | 0.20% | +65+1.2% | Added |
| Sax Wealth Advisors, LLC | 5,734 | $742.0K | 0.15% | +134+2.4% | Added |
| First National Trust Co | 5,757 | $745.0K | 0.04% | +3,632+170.9% | Added |
| Jacobi Capital Management LLC | 5,774 | $747.0K | 0.09% | +2,019+53.8% | Added |
| Overbrook Management Corp | 5,785 | $749.0K | 0.15% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,825 | $754.0K | 0.36% | 00.0% | Unchanged |
| Addison Capital Co | 5,854 | $757.0K | 0.34% | +19+0.3% | Added |
| Plotkin Financial Advisors, LLC | 5,853 | $757.3K | 0.48% | −1,000−14.6% | Reduced |
| Ropes Wealth Advisors LLC | 5,868 | $759.0K | 0.13% | +1,193+25.5% | Added |
| Continuum Advisory, LLC | 5,870 | $760.0K | 0.17% | −450−7.1% | Reduced |
| Curbstone Financial Management Corp | 5,880 | $761.0K | 0.13% | 00.0% | Unchanged |
| Options Solutions, LLC | 5,903 | $764.0K | 0.69% | +5,903 | New |
| Financial Partners Group, Inc | 5,804 | $766.0K | 0.17% | −414−6.7% | Reduced |
| Cullen Capital Management LLC | 5,935 | $768.0K | 0.01% | 00.0% | Unchanged |
| Domani Wealth, LLC | 5,934 | $768.0K | 0.15% | +84+1.4% | Added |
| Orion Portfolio Solutions, LLC | 5,938 | $768.0K | 0.03% | +3,302+125.3% | Added |
| Sequoia Financial Advisors, LLC | 5,942 | $769.0K | 0.02% | +5,942 | New |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $776.0K | 0.24% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6,005 | $777.0K | 0.04% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 6,027 | $780.0K | 0.03% | −165−2.7% | Reduced |
| Frontier Wealth Management LLC | 6,051 | $783.0K | 0.05% | −300−4.7% | Reduced |
| Kingfisher Capital LLC | 6,065 | $785.0K | 0.18% | +38+0.6% | Added |
| Busey Wealth Management | 6,075 | $786.0K | 0.03% | −99−1.6% | Reduced |
| LWM Advisory Services, LLC | 6,173 | $799.0K | 0.99% | +6,173 | New |
| Centric Wealth Management | 6,181 | $800.0K | 0.27% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,203 | $803.0K | 0.02% | +667+12.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,233 | $807.0K | 0.04% | −4,881−43.9% | Reduced |
| SRS Capital Advisors, Inc. | 6,236 | $807.0K | 0.10% | −18−0.3% | Reduced |
| EWG Elevate Inc. | 6,279 | $812.0K | 0.40% | +403+6.9% | Added |
| Fisher Asset Management, LLC | 6,276 | $812.0K | 0.00% | +1,346+27.3% | Added |
| United Bank | 6,288 | $814.0K | 0.44% | −182−2.8% | Reduced |
| Nwam LLC | 6,298 | $815.0K | 0.06% | −57−0.9% | Reduced |
| 1620 Investment Advisors, Inc. | 6,311 | $817.0K | 0.91% | +6,311 | New |
| J. L. Bainbridge & Co., Inc. | 6,328 | $819.0K | 0.09% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,327 | $819.0K | 0.05% | +6,327 | New |
| CAPROCK Group, Inc. | 6,334 | $820.0K | 0.07% | +92+1.5% | Added |
| Alan B. Lancz & Associates, Inc. | 6,350 | $822.0K | 0.72% | +6,350 | New |
| Forum Financial Management, LP | 6,360 | $823.0K | 0.04% | +6,360 | New |
| Seelaus Asset Management LLC | 6,371 | $824.0K | 0.45% | −274−4.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 6,460 | $836.0K | 0.10% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,483 | $839.0K | 0.11% | +785+13.8% | Added |
| Colonial River Wealth Management, LLC | 6,508 | $842.0K | 0.45% | +6,508 | New |
| Rainsberger Wealth Advisors, Inc. | 6,514 | $843.0K | 0.49% | +6,514 | New |
| Private Advisory Group LLC | 6,545 | $847.0K | 0.17% | +6,545 | New |
| Freestone Capital Holdings, LLC | 6,584 | $852.0K | 0.04% | +2,113+47.3% | Added |
| Atlantic Union Bankshares Corp | 6,604 | $855.0K | 0.07% | −212−3.1% | Reduced |
| Johanson Financial Advisors, Inc. | 6,649 | $860.0K | 0.26% | +70+1.1% | Added |
| Meristem Family Wealth, LLC | 6,669 | $863.0K | 0.07% | +450+7.2% | Added |
| Horizon Kinetics Asset Management LLC | 6,700 | $867.0K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 6,720 | $869.0K | 0.52% | −955−12.4% | Reduced |
| Blue Fin Capital, Inc. | 6,729 | $870.0K | 0.24% | +3,382+101.0% | Added |
| Townsend Asset Management Corp | 6,735 | $871.0K | 0.42% | −1,547−18.7% | Reduced |
| CenterBook Partners LP | 6,777 | $877.0K | 0.51% | +6,777 | New |
| Bayesian Capital Management, LP | 6,800 | $880.0K | 0.28% | −14,600−68.2% | Reduced |
| Southland Equity Partners LLC | 6,827 | $883.4K | 0.36% | +78+1.2% | Added |
| First American Trust, FSB | 6,833 | $884.0K | 0.12% | +533+8.5% | Added |
| Pitcairn Co | 6,852 | $887.0K | 0.06% | −866−11.2% | Reduced |
| Barrett Asset Management, LLC | 6,874 | $889.0K | 0.03% | −11,500−62.6% | Reduced |
| Pendal Group Limited | 6,869 | $889.0K | 0.01% | +6,869 | New |
| Oppenheimer Asset Management Inc. | 6,879 | $890.0K | 0.01% | −1,620−19.1% | Reduced |
| Hodges Capital Management Inc. | 6,908 | $894.0K | 0.06% | +13+0.2% | Added |
| Lincoln Capital Corp | 6,925 | $896.0K | 0.43% | −432−5.9% | Reduced |
| Financial Counselors Inc | 6,941 | $898.0K | 0.02% | −838−10.8% | Reduced |
| Murphy Capital Management Inc | 6,942 | $898.0K | 0.10% | +1,011+17.0% | Added |
| Portland Global Advisors LLC | 6,950 | $899.0K | 0.15% | −4,150−37.4% | Reduced |