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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 6,997 | $905.0K | 0.14% | +62+0.9% | Added |
| Brookfield Asset Management Inc. | 6,997 | $905.0K | 0.00% | +6,997 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 7,055 | $906.0K | 0.02% | −1,201−14.5% | Reduced |
| David R. Rahn & Associates Inc. | 7,050 | $912.0K | 0.40% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,063 | $914.0K | 0.03% | +1,762+33.2% | Added |
| Tokio Marine Asset Management Co Ltd | 7,069 | $915.0K | 0.07% | +489+7.4% | Added |
| Oxinas Partners Wealth Management LLC | 7,083 | $916.0K | 0.52% | −1,153−14.0% | Reduced |
| Axiom Investment Management LLC | 7,088 | $916.0K | 0.89% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 7,087 | $917.0K | 0.13% | −301−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,148 | $925.0K | 0.44% | −2,839−28.4% | Reduced |
| Sandy Cove Advisors, LLC | 7,154 | $926.0K | 0.78% | +7,154 | New |
| Walleye Capital LLC | 7,166 | $927.0K | 0.03% | +7,166 | New |
| Walker Asset Management, LLC | 7,171 | $928.0K | 0.81% | +7,171 | New |
| Forte Capital LLC | 7,243 | $937.0K | 0.12% | −589−7.5% | Reduced |
| Apella Capital, LLC | 7,243 | $937.0K | 0.12% | +1,382+23.6% | Added |
| Element Wealth, LLC | 7,310 | $946.0K | 0.72% | +25+0.3% | Added |
| Rossmore Private Capital | 7,316 | $947.0K | 0.15% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,323 | $948.0K | 0.02% | +7,323 | New |
| Central Trust Co | 7,330 | $949.0K | 0.03% | +691+10.4% | Added |
| UBP Investment Advisors SA | 7,375 | $950.0K | 0.35% | +7,375 | New |
| Bailard, Inc. | 7,368 | $953.0K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,446 | $964.0K | 0.02% | +7,446 | New |
| Ausdal Financial Partners, Inc. | 7,460 | $965.0K | 0.13% | +394+5.6% | Added |
| Deseret Mutual Benefit Administrators | 7,485 | $968.0K | 0.16% | +21+0.3% | Added |
| Rock Creek Group, LP | 7,500 | $970.0K | 0.14% | −2,500−25.0% | Reduced |
| WNY Asset Management, LLC | 7,492 | $970.0K | 0.29% | +62+0.8% | Added |
| Aj Wealth Strategies, LLC | 7,509 | $972.0K | 0.05% | +102+1.4% | Added |
| WBH Advisory Inc | 7,524 | $974.0K | 0.11% | +41+0.5% | Added |
| Connectus Wealth, LLC | 7,555 | $978.0K | 0.04% | +7,555 | New |
| Seaport Global Advisors, LLC | 7,621 | $986.0K | 1.35% | +7,621 | New |
| First Pacific Financial | 7,627 | $987.0K | 0.48% | −159−2.0% | Reduced |
| Toroso Investments, LLC | 7,624 | $987.0K | 0.03% | +2,374+45.2% | Added |
| Coastal Investment Advisors, Inc. | 7,675 | $993.0K | 0.22% | +259+3.5% | Added |
| Enlightenment Research, LLC | 7,700 | $996.0K | 1.42% | −900−10.5% | Reduced |
| Lee Johnson Capital Management, LLC | 7,700 | $996.0K | 0.82% | +7,700 | New |
| Sage Mountain Advisors LLC | 7,785 | $1.01M | 0.12% | −1,940−19.9% | Reduced |
| Lumature Wealth Partners, LLC | 7,780 | $1.01M | 0.39% | +185+2.4% | Added |
| NEXT Financial Group, Inc | 7,786 | $1.01M | 0.07% | +573+7.9% | Added |
| Strategic Blueprint, LLC | 7,808 | $1.01M | 0.13% | −763−8.9% | Reduced |
| Tectonic Advisors LLC | 7,813 | $1.01M | 0.18% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,856 | $1.01M | 0.16% | −609−7.2% | Reduced |
| Advisor Resource Council | 7,821 | $1.01M | 0.08% | +7,821 | New |
| Azimuth Capital Management LLC | 7,835 | $1.01M | 0.04% | −500−6.0% | Reduced |
| Guinness Asset Management LTD | 7,840 | $1.01M | 0.04% | +1,950+33.1% | Added |
| Oak Ridge Investments LLC | 7,859 | $1.02M | 0.09% | −4,250−35.1% | Reduced |
| Csenge Advisory Group | 10,479 | $1.02M | 0.09% | −1,665−13.7% | Reduced |
| Hexagon Capital Partners LLC | 7,888 | $1.02M | 0.27% | −4,328−35.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,928 | $1.03M | 0.07% | +299+3.9% | Added |
| Haverford Trust Co | 7,942 | $1.03M | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 7,970 | $1.03M | 0.07% | +2,660+50.1% | Added |
| Jeppson Wealth Management, LLC | 7,996 | $1.03M | 0.50% | −825−9.4% | Reduced |
| Sippican Capital Advisors | 8,005 | $1.04M | 0.88% | −165−2.0% | Reduced |
| Regentatlantic Capital LLC | 8,018 | $1.04M | 0.03% | −460−5.4% | Reduced |
| Integrated Investment Consultants, LLC | 8,023 | $1.04M | 0.28% | +1,776+28.4% | Added |
| Crossmark Global Holdings, Inc. | 8,020 | $1.04M | 0.02% | +3,650+83.5% | Added |
| Culbertson A N & Co Inc | 8,040 | $1.04M | 0.20% | −300−3.6% | Reduced |
| Clear Harbor Asset Management, LLC | 8,035 | $1.04M | 0.11% | +4,537+129.7% | Added |
| Apexium Financial, LP | 8,080 | $1.04M | 0.54% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,132 | $1.05M | 0.06% | −489−5.7% | Reduced |
| Palumbo Wealth Management LLC | 8,132 | $1.05M | 0.66% | +83+1.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 8,130 | $1.05M | 0.67% | +1,045+14.7% | Added |
| Carmel Capital Partners, LLC | 8,150 | $1.05M | 0.79% | +8,150 | New |
| Sawtooth Solutions, LLC | 8,158 | $1.06M | 0.12% | +8,158 | New |
| Glenview Trust Co | 8,182 | $1.06M | 0.04% | +5,175+172.1% | Added |
| Clarius Group, LLC | 8,225 | $1.06M | 0.08% | +63+0.8% | Added |
| Cooper Financial Group | 8,249 | $1.07M | 0.40% | −1,385−14.4% | Reduced |
| LBMC Investment Advisors, LLC | 8,255 | $1.07M | 0.09% | +30.0% | Added |
| Wealthcare Advisory Partners LLC | 8,256 | $1.07M | 0.06% | +1,001+13.8% | Added |
| Intersect Capital LLC | 8,397 | $1.09M | 0.20% | −462−5.2% | Reduced |
| Siemens Fonds Invest GmbH | 8,458 | $1.09M | 0.07% | +5,247+163.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,429 | $1.09M | 0.04% | +355+4.4% | Added |
| Segall Bryant & Hamill, LLC | 8,473 | $1.09M | 0.01% | +1,547+22.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 8,440 | $1.09M | 0.08% | −325−3.7% | Reduced |
| Vestcor Inc | 8,466 | $1.09M | 0.04% | −1,619−16.1% | Reduced |
| Burns J W & Co Inc | 8,465 | $1.09M | 0.16% | −1,610−16.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 8,472 | $1.10M | 0.33% | +109+1.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,519 | $1.10M | 0.41% | 00.0% | Unchanged |
| Charter Trust Co | 8,522 | $1.10M | 0.09% | −893−9.5% | Reduced |
| Salem Investment Counselors Inc | 8,547 | $1.11M | 0.04% | +8,247+2,749.0% | Added |
| JFS Wealth Advisors, LLC | 8,673 | $1.12M | 0.11% | +49+0.6% | Added |
| Axxcess Wealth Management, LLC | 8,690 | $1.13M | 0.09% | +8,690 | New |
| Harvest Fund Management Co., Ltd | 8,802 | $1.13M | 0.19% | +4,864+123.5% | Added |
| Veritable, L.P. | 8,758 | $1.13M | 0.02% | +451+5.4% | Added |
| Latash Investments, LLC | 8,774 | $1.14M | 0.70% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 8,800 | $1.14M | 0.05% | −73,630−89.3% | Reduced |
| Brookstone Capital Management | 9,770 | $1.14M | 0.02% | −13,654−58.3% | Reduced |
| Dakota Wealth Management | 8,813 | $1.14M | 0.12% | +1,202+15.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 8,829 | $1.14M | 0.00% | −498−5.3% | Reduced |
| HGK Asset Management Inc | 8,842 | $1.14M | 0.35% | −215−2.4% | Reduced |
| M&R Capital Management Inc | 8,850 | $1.15M | 0.24% | −10−0.1% | Reduced |
| American National Registered Investment Advisor, Inc. | 8,900 | $1.15M | 0.38% | −400−4.3% | Reduced |
| Sit Investment Associates Inc | 8,900 | $1.15M | 0.03% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 8,944 | $1.16M | 0.50% | −18,981−68.0% | Reduced |
| Country Club Trust Company, n.a. | 9,000 | $1.16M | 0.09% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 8,948 | $1.16M | 0.22% | −323−3.5% | Reduced |
| Edgewood Management LLC | 9,000 | $1.17M | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,046 | $1.17M | 0.16% | −1,347−13.0% | Reduced |
| Advisory Research Inc | 9,050 | $1.17M | 0.09% | 00.0% | Unchanged |
| Prudential PLC | 9,054 | $1.17M | 0.02% | +9,054 | New |
| Lokken Investment Group LLC | 9,055 | $1.17M | 0.84% | −92−1.0% | Reduced |