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; 2,158 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 9,056 | $1.17M | 0.02% | +235+2.7% | Added |
| Bellwether Advisors, LLC | 9,143 | $1.18M | 0.37% | +9,143 | New |
| Nomura Holdings Inc | 9,166 | $1.19M | 0.01% | −111,593−92.4% | Reduced |
| Summit X, LLC | 9,225 | $1.19M | 0.28% | −264−2.8% | Reduced |
| RMB Capital Management, LLC | 9,306 | $1.20M | 0.04% | −337−3.5% | Reduced |
| Simplex Trading, LLC | 9,454 | $1.22M | 0.04% | −63,673−87.1% | Reduced |
| Cambridge Trust Co | 9,536 | $1.23M | 0.04% | +5,800+155.2% | Added |
| Lazard Asset Management LLC | 9,586 | $1.24M | 0.00% | +235+2.5% | Added |
| YorkBridge Wealth Partners, LLC | 9,593 | $1.24M | 0.28% | −1,973−17.1% | Reduced |
| HawsGoodwin Investment Management LLC | 9,692 | $1.25M | 0.37% | −279−2.8% | Reduced |
| Citizens & Northern Corp | 9,754 | $1.26M | 0.45% | −429−4.2% | Reduced |
| WealthPLAN Partners, LLC | 9,566 | $1.26M | 0.08% | −252−2.6% | Reduced |
| EP Wealth Advisors, LLC | 9,778 | $1.26M | 0.03% | +854+9.6% | Added |
| Qtron Investments LLC | 9,788 | $1.27M | 0.29% | +2,153+28.2% | Added |
| Pittenger & Anderson Inc | 9,875 | $1.28M | 0.06% | −780−7.3% | Reduced |
| Banque Pictet & Cie SA | 9,910 | $1.28M | 0.01% | +8,160+466.3% | Added |
| Yousif Capital Management, LLC | 9,935 | $1.28M | 0.01% | +9,935 | New |
| Biltmore Family Office, LLC | 9,950 | $1.29M | 0.24% | +8,023+416.3% | Added |
| Federated Hermes, Inc. | 9,961 | $1.29M | 0.00% | +2,896+41.0% | Added |
| Matrix Private Capital Group LLC | 9,987 | $1.29M | 0.61% | −539−5.1% | Reduced |
| Donald L. Hagan, LLC | 10,000 | $1.29M | 0.67% | −83−0.8% | Reduced |
| Bienville Capital Management, LLC | 10,000 | $1.29M | 0.94% | +10,000 | New |
| Welch & Forbes LLC | 10,093 | $1.31M | 0.02% | −2,307−18.6% | Reduced |
| Curated Wealth Partners LLC | 10,100 | $1.31M | 0.42% | +8+0.1% | Added |
| Credit Agricole S A | 10,157 | $1.31M | 0.04% | +595+6.2% | Added |
| Banque Cantonale Vaudoise | 10,200 | $1.32M | 0.05% | −1,400−12.1% | Reduced |
| AlphaStar Capital Management, LLC | 11,425 | $1.33M | 0.11% | −187−1.6% | Reduced |
| Cornerstone National Bank & Trust Co | 10,299 | $1.33M | 0.58% | +10,299 | New |
| AdvisorNet Financial, Inc | 10,317 | $1.33M | 0.08% | −391−3.7% | Reduced |
| Keybank National Association | 10,341 | $1.34M | 0.01% | +1,280+14.1% | Added |
| Tower Research Capital LLC (TRC) | 10,402 | $1.34M | 0.02% | −8,291−44.4% | Reduced |
| Moneta Group Investment Advisors LLC | 10,449 | $1.35M | 0.05% | +203+2.0% | Added |
| Brown Brothers Harriman & Co | 10,459 | $1.35M | 0.01% | +1,070+11.4% | Added |
| Pensionfund DSM Netherlands | 10,500 | $1.36M | 0.16% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 10,514 | $1.36M | 0.48% | +10,514 | New |
| Secure Asset Management, LLC | 10,622 | $1.37M | 0.56% | +71+0.7% | Added |
| First Midwest Bank Trust Division | 10,625 | $1.38M | 0.18% | −740−6.5% | Reduced |
| Claro Advisors LLC | 10,642 | $1.38M | 0.50% | −157−1.5% | Reduced |
| Intrua Financial, LLC | 10,698 | $1.38M | 0.24% | +635+6.3% | Added |
| Exencial Wealth Advisors, LLC | 10,705 | $1.39M | 0.07% | +268+2.6% | Added |
| Wedgewood Partners Inc | 10,750 | $1.39M | 0.18% | −1,250−10.4% | Reduced |
| Manteio Capital LLC | 10,773 | $1.39M | 1.80% | +10,773 | New |
| GPS Wealth Strategies Group, LLC | 10,853 | $1.40M | 0.31% | +92+0.9% | Added |
| Douglass Winthrop Advisors, LLC | 10,855 | $1.41M | 0.03% | −1,010−8.5% | Reduced |
| Optimum Investment Advisors | 10,865 | $1.41M | 0.55% | −450−4.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,875 | $1.41M | 0.80% | −100−0.9% | Reduced |
| Ar Asset Management Inc | 11,000 | $1.42M | 0.36% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 11,035 | $1.43M | 0.46% | −1,445−11.6% | Reduced |
| Chickasaw Capital Management LLC | 11,066 | $1.43M | 0.07% | −1,275−10.3% | Reduced |
| Acorn Wealth Advisors, LLC | 11,090 | $1.44M | 0.91% | −574−4.9% | Reduced |
| Waterfront Wealth Inc. | 11,100 | $1.44M | 0.57% | +11,100 | New |
| Good Life Advisors, LLC | 11,222 | $1.45M | 0.18% | −48−0.4% | Reduced |
| Choate Investment Advisors | 11,250 | $1.46M | 0.08% | +3,900+53.1% | Added |
| Virginia Wealth Management Group, Inc. | 11,317 | $1.46M | 1.32% | +11,317 | New |
| IBM Retirement Fund | 11,345 | $1.47M | 0.18% | −7,959−41.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,383 | $1.47M | 0.42% | −54−0.5% | Reduced |
| Maryland Capital Management | 11,441 | $1.48M | 0.08% | +216+1.9% | Added |
| IndexIQ Advisors LLC | 11,485 | $1.49M | 0.05% | −287−2.4% | Reduced |
| Unigestion Holding SA | 11,527 | $1.49M | 0.06% | +11,527 | New |
| Dimension Capital Management LLC | 11,586 | $1.50M | 0.28% | −141−1.2% | Reduced |
| Lincoln National Corp | 11,592 | $1.50M | 0.03% | +42+0.4% | Added |
| WMS Partners, LLC | 11,597 | $1.50M | 0.32% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 11,633 | $1.50M | 0.07% | −324−2.7% | Reduced |
| B. Riley Wealth Management, Inc. | 11,640 | $1.51M | 0.10% | +639+5.8% | Added |
| Smith, Moore & Co. | 11,680 | $1.51M | 0.21% | +100+0.9% | Added |
| Bokf, NA | 11,737 | $1.52M | 0.02% | +1,879+19.1% | Added |
| Financial Advocates Investment Management | 11,748 | $1.52M | 0.11% | +3,195+37.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,759 | $1.52M | 0.07% | +7,009+147.6% | Added |
| Focus Financial Network, Inc. | 11,762 | $1.52M | 0.22% | −79−0.7% | Reduced |
| Centiva Capital, LP | 11,812 | $1.53M | 0.10% | +6,223+111.3% | Added |
| Verdence Capital Advisors LLC | 12,035 | $1.56M | 0.18% | −1,494−11.0% | Reduced |
| Dividend Assets Capital, LLC | 12,100 | $1.57M | 0.29% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 12,100 | $1.57M | 0.46% | +142+1.2% | Added |
| Fieldpoint Private Securities, LLC | 12,108 | $1.57M | 0.31% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 12,150 | $1.57M | 0.73% | −100−0.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,182 | $1.58M | 0.26% | +9,600+371.8% | Added |
| Loomis Sayles & Co L P | 12,273 | $1.59M | 0.00% | −2,850−18.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,308 | $1.59M | 0.14% | −1,696−12.1% | Reduced |
| Exchange Traded Concepts, LLC | 12,331 | $1.60M | 0.03% | +4,952+67.1% | Added |
| Dynamic Advisor Solutions LLC | 12,383 | $1.60M | 0.11% | +1,695+15.9% | Added |
| Diversified Trust Co | 12,459 | $1.61M | 0.05% | +1,622+15.0% | Added |
| Sheets Smith Wealth Management | 12,469 | $1.61M | 0.20% | +5,190+71.3% | Added |
| Farmers & Merchants Investments Inc | 12,519 | $1.62M | 0.06% | +2,265+22.1% | Added |
| Investors Asset Management of Georgia Inc | 12,549 | $1.62M | 0.77% | +104+0.8% | Added |
| Cypress Capital Management LLC | 12,566 | $1.63M | 0.18% | 00.0% | Unchanged |
| Bluestein R H & Co | 12,590 | $1.63M | 0.06% | −850−6.3% | Reduced |
| Empowered Funds, LLC | 12,627 | $1.63M | 0.18% | −2,012−13.7% | Reduced |
| Donoghue Forlines LLC | 12,669 | $1.64M | 0.28% | −2,307−15.4% | Reduced |
| Claraphi Advisory Network, LLC | 12,710 | $1.65M | 0.57% | +31+0.2% | Added |
| Krilogy Financial LLC | 12,811 | $1.66M | 0.17% | +88+0.7% | Added |
| Moseley Investment Management Inc | 12,822 | $1.66M | 0.76% | −180−1.4% | Reduced |
| RDA Financial Network | 12,850 | $1.66M | 0.68% | −1,769−12.1% | Reduced |
| Arden Trust Co | 12,925 | $1.67M | 0.28% | −2,816−17.9% | Reduced |
| Marcum Wealth, LLC | 12,925 | $1.67M | 0.23% | +800+6.6% | Added |
| Roosevelt Investment Group LLC | 13,000 | $1.68M | 0.09% | +13,000 | New |
| Mayflower Financial Advisors, LLC | 13,046 | $1.69M | 0.22% | +134+1.0% | Added |
| Ritholtz Wealth Management | 13,046 | $1.69M | 0.11% | +424+3.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 13,076 | $1.69M | 1.77% | +13,076 | New |
| Accel Wealth Management | 13,134 | $1.70M | 0.83% | +681+5.5% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.71M | 2.74% | 00.0% | Unchanged |