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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 5,700 | $738.0K | 0.20% | +65+1.2% | Added |
| Vanguard Capital Wealth Advisors | 5,700 | $737.0K | 0.53% | −200−3.4% | Reduced |
| 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 |
| Wealth Management Solutions, LLC | 5,665 | $733.0K | 0.38% | +5,665 | New |
| Kozak & Associates, Inc. | 6,261 | $732.0K | 0.47% | +185+3.0% | Added |
| Symmetry Partners, LLC | 5,652 | $731.0K | 0.05% | 00.0% | Unchanged |
| Advisor Partners LLC | 5,639 | $730.0K | 0.04% | −22−0.4% | Reduced |
| BDO Wealth Advisors, LLC | 5,638 | $729.0K | 0.08% | +142+2.6% | Added |
| Nicolet Bankshares Inc | 5,616 | $727.0K | 0.16% | +2,116+60.5% | Added |
| Financial Engines Advisors L.L.C. | 5,576 | $721.0K | 0.00% | +98+1.8% | Added |
| Quad-Cities Investment Group, LLC | 5,539 | $717.0K | 0.45% | −247−4.3% | Reduced |
| Powell Investment Advisors, LLC | 5,521 | $714.0K | 0.41% | 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 |
| Merrion Investment Management Co, LLC | 5,500 | $711.0K | 0.52% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 5,490 | $710.0K | 0.03% | +1,371+33.3% | Added |
| Wesbanco Bank Inc | 5,473 | $708.0K | 0.03% | +66+1.2% | 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 |
| 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 |
| NorthRock Partners, LLC | 5,423 | $702.0K | 0.05% | −175−3.1% | Reduced |
| Pacific Global Investment Management CO | 5,394 | $698.0K | 0.13% | +1,330+32.7% | Added |
| Capital One Financial Corp | 5,385 | $697.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Heritage Investors Management Corp | 5,353 | $693.0K | 0.03% | +1,800+50.7% | Added |
| 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 |
| First Heartland Consultants, Inc. | 5,347 | $691.0K | 0.09% | −6,430−54.6% | 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 |
| 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 |
| Adviser Investments LLC | 5,262 | $681.0K | 0.05% | +356+7.3% | Added |
| McKinley Carter Wealth Services, Inc. | 5,220 | $675.0K | 0.05% | +10+0.2% | Added |
| Quest Capital Management Inc | 5,212 | $674.0K | 0.12% | +1,970+60.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,200 | $673.0K | 0.04% | −2,900−35.8% | Reduced |
| Peak Financial Advisors LLC | 5,195 | $672.0K | 0.52% | +5,195 | New |
| US Financial Advisors, LLC | 5,187 | $671.0K | 0.31% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 5,128 | $664.0K | 0.14% | +3,340+186.8% | Added |
| Excalibur Management Corp | 5,114 | $662.0K | 0.27% | −886−14.8% | Reduced |
| 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 |
| 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 |
| Cladis Investment Advisory, LLC | 5,100 | $659.9K | 0.53% | +5,100 | New |
| Barometer Capital Management Inc. | 5,100 | $652.8K | 0.11% | −68,937−93.1% | Reduced |
| 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 |
| Morton Capital Management LLC | 5,016 | $649.0K | 0.27% | +5,016 | New |
| Virtue Capital Management, LLC | 5,008 | $648.0K | 0.10% | +2,953+143.7% | Added |
| 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 |
| Sterneck Capital Management, LLC | 4,975 | $644.0K | 0.38% | −1,000−16.7% | Reduced |
| Voya Financial Advisors, Inc. | 4,963 | $638.0K | 0.07% | +882+21.6% | Added |
| CenterStar Asset Management, LLC | – | $634.0K | 0.48% | – | New |
| Wimmer Associates 1, LLC | 4,888 | $632.0K | 0.34% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,861 | $629.0K | 0.25% | +895+22.6% | Added |
| 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 |
| Kistler-Tiffany Companies, LLC | 4,845 | $627.0K | 0.12% | −246−4.8% | Reduced |
| Evergreen Capital Management LLC | 4,839 | $626.0K | 0.03% | −579−10.7% | Reduced |
| Profund Advisors LLC | 4,797 | $621.0K | 0.02% | −131−2.7% | Reduced |
| Assenagon Asset Management S.A. | 4,787 | $619.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Flputnam Investment Management Co | 4,704 | $609.0K | 0.02% | −305−6.1% | Reduced |
| Engine No. 1 LLC | 4,698 | $608.0K | 0.13% | +1,010+27.4% | Added |
| IHT Wealth Management, LLC | 4,685 | $606.0K | 0.04% | −2,117−31.1% | Reduced |
| 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 |
| 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 |
| BBR Partners, LLC | 4,570 | $591.0K | 0.07% | −20−0.4% | Reduced |
| Prio Wealth Limited Partnership | 4,560 | $590.0K | 0.02% | +3+0.1% | Added |
| Anchor Investment Management, LLC | 4,521 | $585.0K | 0.07% | −250−5.2% | Reduced |
| 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 |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 4,468 | $578.0K | 0.03% | +850+23.5% | 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 |
| Beaumont Financial Partners, LLC | 4,455 | $576.0K | 0.04% | +4+0.1% | Added |
| Spinnaker Investment Group, LLC | 5,121 | $575.0K | 0.20% | +5,121 | New |
| Old Port Advisors | 4,815 | $574.0K | 0.19% | +48+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 4,420 | $572.0K | 0.02% | +670+17.9% | Added |
| Revolve Wealth Partners, LLC | 4,402 | $570.0K | 0.16% | +4,402 | New |
| Mraz, Amerine & Associates, Inc. | 4,380 | $567.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| SC&H Financial Advisors, Inc. | 4,367 | $565.0K | 0.31% | +4,367 | New |