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 |
|---|---|---|---|---|---|
| Lumature Wealth Partners, LLC | 7,780 | $1.01M | 0.39% | +185+2.4% | 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 |
| Coastal Investment Advisors, Inc. | 7,675 | $993.0K | 0.22% | +259+3.5% | Added |
| 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 |
| Seaport Global Advisors, LLC | 7,621 | $986.0K | 1.35% | +7,621 | New |
| Connectus Wealth, LLC | 7,555 | $978.0K | 0.04% | +7,555 | New |
| WBH Advisory Inc | 7,524 | $974.0K | 0.11% | +41+0.5% | Added |
| Aj Wealth Strategies, LLC | 7,509 | $972.0K | 0.05% | +102+1.4% | 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 |
| Deseret Mutual Benefit Administrators | 7,485 | $968.0K | 0.16% | +21+0.3% | Added |
| Ausdal Financial Partners, Inc. | 7,460 | $965.0K | 0.13% | +394+5.6% | Added |
| Congress Wealth Management LLC | 7,446 | $964.0K | 0.02% | +7,446 | New |
| Bailard, Inc. | 7,368 | $953.0K | 0.03% | 00.0% | Unchanged |
| UBP Investment Advisors SA | 7,375 | $950.0K | 0.35% | +7,375 | New |
| Central Trust Co | 7,330 | $949.0K | 0.03% | +691+10.4% | Added |
| HB Wealth Management, LLC | 7,323 | $948.0K | 0.02% | +7,323 | New |
| Rossmore Private Capital | 7,316 | $947.0K | 0.15% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,310 | $946.0K | 0.72% | +25+0.3% | Added |
| 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 |
| Walker Asset Management, LLC | 7,171 | $928.0K | 0.81% | +7,171 | New |
| Walleye Capital LLC | 7,166 | $927.0K | 0.03% | +7,166 | New |
| Sandy Cove Advisors, LLC | 7,154 | $926.0K | 0.78% | +7,154 | New |
| Newbridge Financial Services Group, Inc. | 7,148 | $925.0K | 0.44% | −2,839−28.4% | Reduced |
| TRUE Private Wealth Advisors | 7,087 | $917.0K | 0.13% | −301−4.1% | Reduced |
| 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 |
| Tokio Marine Asset Management Co Ltd | 7,069 | $915.0K | 0.07% | +489+7.4% | Added |
| Gotham Asset Management, LLC | 7,063 | $914.0K | 0.03% | +1,762+33.2% | Added |
| David R. Rahn & Associates Inc. | 7,050 | $912.0K | 0.40% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 7,055 | $906.0K | 0.02% | −1,201−14.5% | Reduced |
| 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 |
| Portland Global Advisors LLC | 6,950 | $899.0K | 0.15% | −4,150−37.4% | 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 |
| Lincoln Capital Corp | 6,925 | $896.0K | 0.43% | −432−5.9% | Reduced |
| Hodges Capital Management Inc. | 6,908 | $894.0K | 0.06% | +13+0.2% | Added |
| Oppenheimer Asset Management Inc. | 6,879 | $890.0K | 0.01% | −1,620−19.1% | 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 |
| Pitcairn Co | 6,852 | $887.0K | 0.06% | −866−11.2% | Reduced |
| First American Trust, FSB | 6,833 | $884.0K | 0.12% | +533+8.5% | Added |
| Southland Equity Partners LLC | 6,827 | $883.4K | 0.36% | +78+1.2% | Added |
| Bayesian Capital Management, LP | 6,800 | $880.0K | 0.28% | −14,600−68.2% | Reduced |
| CenterBook Partners LP | 6,777 | $877.0K | 0.51% | +6,777 | New |
| Townsend Asset Management Corp | 6,735 | $871.0K | 0.42% | −1,547−18.7% | Reduced |
| Blue Fin Capital, Inc. | 6,729 | $870.0K | 0.24% | +3,382+101.0% | Added |
| Samalin Investment Counsel, LLC | 6,720 | $869.0K | 0.52% | −955−12.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,700 | $867.0K | 0.02% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 6,669 | $863.0K | 0.07% | +450+7.2% | Added |
| Johanson Financial Advisors, Inc. | 6,649 | $860.0K | 0.26% | +70+1.1% | Added |
| Atlantic Union Bankshares Corp | 6,604 | $855.0K | 0.07% | −212−3.1% | Reduced |
| Freestone Capital Holdings, LLC | 6,584 | $852.0K | 0.04% | +2,113+47.3% | Added |
| Private Advisory Group LLC | 6,545 | $847.0K | 0.17% | +6,545 | New |
| Rainsberger Wealth Advisors, Inc. | 6,514 | $843.0K | 0.49% | +6,514 | New |
| Colonial River Wealth Management, LLC | 6,508 | $842.0K | 0.45% | +6,508 | New |
| Tradition Wealth Management, LLC | 6,483 | $839.0K | 0.11% | +785+13.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,460 | $836.0K | 0.10% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 6,371 | $824.0K | 0.45% | −274−4.1% | Reduced |
| Forum Financial Management, LP | 6,360 | $823.0K | 0.04% | +6,360 | New |
| Alan B. Lancz & Associates, Inc. | 6,350 | $822.0K | 0.72% | +6,350 | New |
| CAPROCK Group, Inc. | 6,334 | $820.0K | 0.07% | +92+1.5% | Added |
| 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 |
| 1620 Investment Advisors, Inc. | 6,311 | $817.0K | 0.91% | +6,311 | New |
| Nwam LLC | 6,298 | $815.0K | 0.06% | −57−0.9% | Reduced |
| United Bank | 6,288 | $814.0K | 0.44% | −182−2.8% | 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 |
| 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 |
| Signaturefd, LLC | 6,203 | $803.0K | 0.02% | +667+12.0% | Added |
| Centric Wealth Management | 6,181 | $800.0K | 0.27% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 6,173 | $799.0K | 0.99% | +6,173 | New |
| Busey Wealth Management | 6,075 | $786.0K | 0.03% | −99−1.6% | Reduced |
| Kingfisher Capital LLC | 6,065 | $785.0K | 0.18% | +38+0.6% | Added |
| Frontier Wealth Management LLC | 6,051 | $783.0K | 0.05% | −300−4.7% | Reduced |
| Emerald Advisers, LLC | 6,027 | $780.0K | 0.03% | −165−2.7% | Reduced |
| Heritage Wealth Advisors | 6,005 | $777.0K | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $776.0K | 0.24% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,942 | $769.0K | 0.02% | +5,942 | New |
| 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 |
| Financial Partners Group, Inc | 5,804 | $766.0K | 0.17% | −414−6.7% | Reduced |
| Options Solutions, LLC | 5,903 | $764.0K | 0.69% | +5,903 | New |
| Curbstone Financial Management Corp | 5,880 | $761.0K | 0.13% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,870 | $760.0K | 0.17% | −450−7.1% | Reduced |
| Ropes Wealth Advisors LLC | 5,868 | $759.0K | 0.13% | +1,193+25.5% | Added |
| Plotkin Financial Advisors, LLC | 5,853 | $757.3K | 0.48% | −1,000−14.6% | Reduced |
| Addison Capital Co | 5,854 | $757.0K | 0.34% | +19+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,825 | $754.0K | 0.36% | 00.0% | Unchanged |
| Overbrook Management Corp | 5,785 | $749.0K | 0.15% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,774 | $747.0K | 0.09% | +2,019+53.8% | Added |
| First National Trust Co | 5,757 | $745.0K | 0.04% | +3,632+170.9% | Added |
| Sax Wealth Advisors, LLC | 5,734 | $742.0K | 0.15% | +134+2.4% | Added |