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 |
|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 4,350 | $563.0K | 0.08% | −50−1.1% | Reduced |
| Byrne Asset Management LLC | 4,338 | $561.0K | 0.36% | +4,338 | New |
| Prentice Wealth Management LLC | 4,328 | $560.0K | 0.26% | −139−3.1% | Reduced |
| Invst, LLC | 4,632 | $560.0K | 0.09% | +241+5.5% | Added |
| Gladstone Institutional Advisory LLC | 4,317 | $559.0K | 0.04% | −62−1.4% | Reduced |
| Ingalls & Snyder LLC | 4,315 | $558.0K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,306 | $557.0K | 0.04% | +75+1.8% | Added |
| Regatta Capital Group, LLC | 4,299 | $556.0K | 0.19% | +4,299 | New |
| Gateway Investment Advisers LLC | 4,267 | $552.0K | 0.01% | −943−18.1% | Reduced |
| TBH Global Asset Management, LLC | 4,239 | $548.0K | 0.11% | +428+11.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,210 | $545.0K | 0.07% | −990−19.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,200 | $543.0K | 0.06% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 4,193 | $543.0K | 0.20% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,190 | $542.0K | 0.37% | +4,190 | New |
| Fukoku Mutual Life Insurance Co | 4,180 | $541.0K | 0.04% | +140+3.5% | Added |
| Windsor Group LTD | 4,320 | $540.0K | 0.10% | −20.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,168 | $539.3K | 0.05% | +2,314+124.8% | Added |
| First Pacific Advisors, LP | 4,146 | $536.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4,125 | $534.0K | 0.22% | +100+2.5% | Added |
| Perennial Advisors, LLC | 4,117 | $533.0K | 0.14% | −44−1.1% | Reduced |
| Diversified Portfolios, Inc. | 4,101 | $531.0K | 0.13% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 4,100 | $531.0K | 0.18% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,094 | $529.7K | 0.02% | +1,230+42.9% | Added |
| Verition Fund Management LLC | 4,084 | $528.0K | 0.01% | +4,084 | New |
| Steel Peak Wealth Management LLC | 4,059 | $525.0K | 0.03% | +32+0.8% | Added |
| Legacy Bridge, LLC | 4,050 | $524.0K | 0.27% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 4,050 | $524.0K | 0.26% | 00.0% | Unchanged |
| XML Financial, LLC | 4,052 | $524.0K | 0.06% | +161+4.1% | Added |
| Westover Capital Advisors, LLC | 4,029 | $521.0K | 0.15% | +987+32.4% | Added |
| Twin Tree Management, LP | 4,019 | $520.0K | 0.01% | −150,731−97.4% | Reduced |
| Schrum Private Wealth Management LLC | 4,015 | $520.0K | 0.47% | +4,015 | New |
| PBMares Wealth Management LLC | 4,004 | $518.0K | 0.22% | −145−3.5% | Reduced |
| Annex Advisory Services, LLC | 4,005 | $518.0K | 0.04% | +5+0.1% | Added |
| Covey Capital Advisors, LLC | 4,000 | $518.0K | 0.42% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 4,000 | $518.0K | 0.21% | +4,000 | New |
| Great Point Wealth Advisors, LLC | 4,000 | $518.0K | 0.16% | +4,000 | New |
| Washington Trust Co | 3,989 | $516.0K | 0.02% | −925−18.8% | Reduced |
| Oak Thistle LLC | 3,987 | $516.0K | 0.40% | +3,987 | New |
| Sweet Financial Partners, LLC | 3,950 | $511.0K | 0.21% | +3,950 | New |
| Cypress Wealth Services, LLC | 3,937 | $509.0K | 0.14% | +10.0% | Added |
| Modera Wealth Management, LLC | 3,927 | $508.0K | 0.02% | +2,131+118.7% | Added |
| Assetmark, Inc | 3,915 | $507.0K | 0.00% | +3,621+1,231.6% | Added |
| Vaughan David Investments LLC | 3,900 | $505.0K | 0.01% | +1,700+77.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 3,889 | $503.0K | 0.21% | +29+0.8% | Added |
| Brewin Dolphin Ltd | 3,880 | $502.0K | 0.02% | −966−19.9% | Reduced |
| Smithfield Trust Co | 3,868 | $501.0K | 0.03% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 3,860 | $499.0K | 0.05% | +500+14.9% | Added |
| Wealth Alliance Advisory Group, LLC | 3,850 | $498.0K | 0.22% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,800 | $491.7K | 0.07% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,757 | $486.0K | 0.08% | −477−11.3% | Reduced |
| IPG Investment Advisors LLC | 3,750 | $486.0K | 0.09% | −85−2.2% | Reduced |
| Old North State Trust, LLC | 3,751 | $485.0K | 0.35% | +113+3.1% | Added |
| Sovereign Financial Group, Inc. | 3,725 | $482.0K | 0.20% | +1,725+86.3% | Added |
| Rollins Financial | 3,695 | $478.0K | 0.14% | +3,695 | New |
| NCM Capital Management, LLC | 3,679 | $476.0K | 0.42% | +3,679 | New |
| Keystone Financial Group | 3,659 | $473.0K | 0.08% | +23+0.6% | Added |
| Boston Family Office LLC | 3,646 | $472.0K | 0.03% | −500−12.1% | Reduced |
| Vectors Research Management, LLC | 3,639 | $471.0K | 0.10% | 00.0% | Unchanged |
| HNP Capital LLC | 3,639 | $471.0K | 0.11% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,637 | $471.0K | 0.28% | +308+9.3% | Added |
| Glen Eagle Advisors, LLC | 3,620 | $468.4K | 0.12% | −400−10.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,608 | $467.0K | 0.11% | −173−4.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,591 | $465.0K | 0.08% | −371−9.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,664 | $464.0K | 0.16% | +87+2.4% | Added |
| PFG Advisors | 3,559 | $461.0K | 0.05% | −45−1.2% | Reduced |
| Fairhaven Wealth Management, LLC | 3,558 | $460.0K | 0.18% | −997−21.9% | Reduced |
| Journey Advisory Group, LLC | 3,553 | $460.0K | 0.13% | 00.0% | Unchanged |
| ACG Wealth | 3,549 | $459.0K | 0.07% | +20+0.6% | Added |
| Compass Financial Advisors LLC | 3,547 | $459.0K | 0.51% | +3,547 | New |
| Main Street Financial Solutions, LLC | 3,523 | $456.0K | 0.06% | +790+28.9% | Added |
| First Foundation Advisors | 3,517 | $455.0K | 0.02% | +1,370+63.8% | Added |
| Southern Farm Bureau Life Insurance | 3,500 | $453.0K | 0.06% | 00.0% | Unchanged |
| Retirement Group, LLC | 3,488 | $451.0K | 0.20% | −80−2.2% | Reduced |
| Parkside Financial Bank & Trust | 3,491 | $451.0K | 0.11% | +911+35.3% | Added |
| TCI Wealth Advisors, Inc. | 3,468 | $449.0K | 0.07% | +129+3.9% | Added |
| Caxton Associates LP | 3,459 | $448.0K | 0.06% | −4,949−58.9% | Reduced |
| Gray Wealth Management Inc. | 3,452 | $447.0K | 0.22% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,457 | $447.0K | 0.06% | +379+12.3% | Added |
| RMR Wealth Builders | 3,440 | $445.0K | 0.13% | −5,821−62.9% | Reduced |
| Redmont Wealth Advisors LLC | 3,440 | $445.0K | 0.49% | +3,440 | New |
| MJP Associates Inc | 3,509 | $444.0K | 0.13% | +107+3.1% | Added |
| Moloney Securities Asset Management, LLC | 3,419 | $442.0K | 0.08% | −3,697−52.0% | Reduced |
| Iron Financial, LLC | 3,419 | $442.0K | 0.20% | +5+0.1% | Added |
| Valmark Advisers, Inc. | 3,408 | $441.0K | 0.01% | +45+1.3% | Added |
| Terry L. Blaker | 3,390 | $439.0K | 0.03% | −200−5.6% | Reduced |
| Phoenix Wealth Advisors | 3,395 | $439.0K | 0.33% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,396 | $439.0K | 0.12% | −3−0.1% | Reduced |
| Montecito Bank & Trust | 3,363 | $436.0K | 0.08% | +230+7.3% | Added |
| Polaris Wealth Advisory Group, LLC | 3,358 | $434.0K | 0.02% | +18+0.5% | Added |
| Hofer & Associates. Inc | 3,312 | $429.0K | 0.39% | +3,312 | New |
| Ambassador Advisors, LLC | 3,305 | $428.0K | 0.08% | +5+0.2% | Added |
| Gruss & Co., LLC | 3,300 | $427.0K | 1.15% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,300 | $427.0K | 0.03% | +149+4.7% | Added |
| Oak Harbor Wealth Partners, LLC | 3,289 | $426.0K | 0.15% | +3,289 | New |
| Paragon Private Wealth Management, LLC | 3,290 | $426.0K | 0.38% | +3,290 | New |
| Mayfair Advisory Group, LLC | 3,610 | $425.0K | 0.56% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 3,263 | $422.2K | 0.30% | −295−8.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,265 | $422.0K | 0.07% | −51,396−94.0% | Reduced |
| Stonnington Group, LLC | 3,481 | $422.0K | 0.09% | −2,200−38.7% | Reduced |
| HCR Wealth Advisors | 3,257 | $421.0K | 0.07% | +14+0.4% | Added |