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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.

Institutional holdersQ4 2021: 1,637 institutions
Q1 2021: 1,188 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,438 institutionsQ4 2021: 1,637 institutionsQ1 2022: 1,676 institutionsQ2 2022: 1,585 institutionsQ3 2022: 1,533 institutionsQ4 2022: 1,554 institutionsQ1 2023: 1,561 institutionsQ2 2023: 1,585 institutionsQ3 2023: 1,667 institutionsQ4 2023: 1,809 institutionsQ1 2024: 1,848 institutionsQ2 2024: 1,865 institutionsQ3 2024: 1,938 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,084 institutionsQ2 2025: 2,112 institutionsQ3 2025: 2,205 institutionsQ4 2025: 2,287 institutionsQ1 2026: 2,137 institutionsQ2 2026: 2,158 institutions
Value heldQ4 2021: $56.3B
Q1 2021: $30.8BQ2 2021: $41.9BQ3 2021: $49.6BQ4 2021: $56.3BQ1 2022: $55.9BQ2 2022: $39.9BQ3 2022: $37.2BQ4 2022: $33.9BQ1 2023: $40.3BQ2 2023: $42.4BQ3 2023: $53.3BQ4 2023: $65.6BQ1 2024: $64.9BQ2 2024: $61.6BQ3 2024: $77.8BQ4 2024: $88.4BQ1 2025: $71.5BQ2 2025: $76.6BQ3 2025: $87.1BQ4 2025: $79.0BQ1 2026: $60.3BQ2 2026: $63.4B
Institutions holding BX and their total value by quarter
QuarterHoldersValue
Q2 20262,158$63.4B
Q1 20262,137$60.3B
Q4 20252,287$79.0B
Q3 20252,205$87.1B
Q2 20252,112$76.6B
Q1 20252,084$71.5B
Q4 20242,135$88.4B
Q3 20241,938$77.8B
Q2 20241,865$61.6B
Q1 20241,848$64.9B
Q4 20231,809$65.6B
Q3 20231,667$53.3B
Q2 20231,585$42.4B
Q1 20231,561$40.3B
Q4 20221,554$33.9B
Q3 20221,533$37.2B
Q2 20221,585$39.9B
Q1 20221,676$55.9B
Q4 20211,637$56.3B
Q3 20211,438$49.6B
Q2 20211,323$41.9B
Q1 20211,188$30.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q3 2021.

Institutions holding BX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Zhang Financial LLC3,255$421.0K0.07%+3,255New
Affinity Capital Advisors, LLC3,240$419.0K0.13%00.0%Unchanged
Bryn Mawr Trust Co3,225$417.0K0.01%+888+38.0%Added
55I, LLC3,218$416.0K0.01%+150+4.9%Added
Sigma Investment Counselors Inc3,210$415.0K0.03%00.0%Unchanged
New York Life Investments Alternatives3,196$414.0K0.28%−496−13.4%Reduced
SlateStone Wealth, LLC3,200$414.0K0.09%+3,200New
Stelac Advisory Services LLC3,186$412.0K0.11%−6,651−67.6%Reduced
Cedrus LLC3,184$412.0K0.40%+3,184New
Echo Street Capital Management LLC3,170$410.0K0.00%−115−3.5%Reduced
Cantor Fitzgerald Investment Adviser L.P.3,130$405.0K0.02%00.0%Unchanged
Rosenbaum Jay D.3,130$405.0K0.60%+3,130New
Clearwater Capital Advisors, LLC3,120$404.0K0.04%00.0%Unchanged
Rappaport Reiches Capital Management, LLC3,103$401.5K0.35%00.0%Unchanged
Howard Financial Services, Ltd.3,077$398.0K0.12%+10.0%Added
Signet Financial Management, LLC3,078$398.0K0.06%+74+2.5%Added
Wrapmanager Inc3,072$397.0K0.10%−299−8.9%Reduced
Sepio Capital, LP3,049$395.0K0.03%−2,050−40.2%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC3,050$395.0K0.13%00.0%Unchanged
Bay Rivers Group3,035$393.0K0.24%+16+0.5%Added
Midwest Wealth Management Inc.3,033$392.0K0.25%−245−7.5%Reduced
Trust Co of Virginia3,025$391.0K0.04%00.0%Unchanged
IVC Wealth Advisors LLC3,010$389.0K0.25%−726−19.4%Reduced
Ferris Capital, LLC3,000$388.0K0.08%00.0%Unchanged
Stanley-Laman Group, Ltd.3,000$388.0K0.05%00.0%Unchanged
APCM Wealth Management for Individuals3,000$388.0K0.07%+3,000New
Levin Capital Strategies, L.P.2,990$387.0K0.04%−1,508−33.5%Reduced
G2 Capital Management, LLC2,989$387.0K0.14%+2,989New
Wambolt & Associates, LLC2,967$384.0K0.14%+2,967New
Kiwi Wealth Investments Limited Partnership2,962$383.0K0.02%−10,024−77.2%Reduced
Wagner Wealth Management, LLC2,959$383.0K0.29%+18+0.6%Added
Prelude Capital Management, LLC2,957$383.0K0.02%+2,957New
Sanford Advisory Services, LLC2,952$382.0K0.09%+75+2.6%Added
Avestar Capital, LLC2,948$381.0K0.07%00.0%Unchanged
Magnus Financial Group LLC2,941$381.0K0.07%+7+0.2%Added
South State Corp.2,931$379.0K0.03%+181+6.6%Added
Summit Financial, LLC2,916$377.3K0.03%+225+8.4%Added
NexWave Capital Partners LLC2,904$376.0K0.87%00.0%Unchanged
Horizon Wealth Management, LLC2,907$376.0K0.11%+2,907New
Eagle Global Advisors LLC2,900$375.0K0.02%00.0%Unchanged
Smith Anglin Financial, LLC2,856$370.0K0.06%+409+16.7%Added
USA Financial Portformulas Corp2,835$367.0K0.31%+2,835New
BLB&B Advisors, LLC2,815$364.0K0.02%−235−7.7%Reduced
Concentric Wealth Management, LLC2,815$364.0K0.10%−160−5.4%Reduced
LVM Capital Management Ltd2,805$363.0K0.05%00.0%Unchanged
Cookson Peirce & Co Inc2,798$362.0K0.02%+8+0.3%Added
Brighton Jones LLC2,772$359.0K0.02%+1,002+56.6%Added
Pallas Capital Advisors LLC3,260$358.0K0.04%−146−4.3%Reduced
O'Dell Group, LLC2,757$357.0K0.10%−203−6.9%Reduced
Quantum Private Wealth, LLC2,762$357.0K0.14%+2,762New
San Luis Wealth Advisors LLC2,754$356.0K0.36%00.0%Unchanged
Tradewinds, LLC.2,707$354.4K0.42%+2,707New
MKT Advisors LLC3,175$354.0K0.28%+3,175New
Fairfield, Bush & Co.2,725$353.0K0.17%−950−25.9%Reduced
United Bank2,700$349.0K0.04%00.0%Unchanged
SOA Wealth Advisors, LLC.2,708$348.0K0.08%+3+0.1%Added
Westshore Wealth, LLC2,690$348.0K0.24%+2,690New
Renasant Bank2,673$346.0K0.24%−113−4.1%Reduced
Autumn Glory Partners, LLC2,671$345.0K0.14%+2,671New
Investmark Advisory Group LLC2,669$345.0K0.32%+2,669New
CFM Wealth Partners LLC2,715$344.0K0.08%00.0%Unchanged
Epic Trust Investment Advisors, LLC2,656$344.0K0.50%+2,656New
Courier Capital LLC2,650$343.0K0.03%−200−7.0%Reduced
Global Wealth Management Investment Advisory, Inc.2,652$343.0K0.10%+234+9.7%Added
Baron Financial Group, LLC2,650$342.9K0.19%00.0%Unchanged
Camden Capital, LLC2,635$341.0K0.07%+71+2.8%Added
Fort Point Capital Partners LLC2,630$340.0K0.05%+770+41.4%Added
Howland Capital Management LLC2,600$336.0K0.02%−590−18.5%Reduced
RSM US Wealth Management LLC2,600$336.0K0.02%−36−1.4%Reduced
Aft, Forsyth & Sober, LLC2,600$336.0K0.12%+2,600New
Accurate Wealth Management, LLC2,615$335.0K0.28%00.0%Unchanged
Carson Advisory Inc.2,583$334.0K0.34%+2,583New
Doyle Wealth Management2,577$333.0K0.02%−90−3.4%Reduced
Executive Wealth Management, LLC2,566$332.0K0.03%+15+0.6%Added
Bogart Wealth, LLC2,551$330.0K0.03%00.0%Unchanged
Next Capital Management LLC2,546$329.0K0.23%−2,483−49.4%Reduced
Procyon Private Wealth Partners, LLC2,530$327.0K0.07%−907−26.4%Reduced
Alpha Cubed Investments, LLC2,523$326.0K0.02%−236−8.6%Reduced
StrategIQ Financial Group, LLC2,513$325.0K0.03%00.0%Unchanged
Goodwin Daniel L2,500$324.0K0.14%00.0%Unchanged
Searle & Co.2,500$323.0K0.12%00.0%Unchanged
Hunter Associates Investment Management LLC2,500$323.0K0.09%00.0%Unchanged
Lake Point Wealth Management2,500$323.0K0.14%00.0%Unchanged
Delta Financial Advisors LLC2,498$323.0K0.13%00.0%Unchanged
Eastern Bank2,500$323.0K0.01%+2,500New
Lindbrook Capital, LLC2,475$320.0K0.05%+2,475New
Forefront Wealth Management Inc.2,471$320.0K0.31%+2,471New
Yorktown Management & Research Co Inc2,465$319.0K0.22%−775−23.9%Reduced
Patriot Financial Group Insurance Agency, LLC2,463$319.0K0.05%+243+10.9%Added
Single Point Partners, LLC2,455$318.0K0.09%−20−0.8%Reduced
Southeast Asset Advisors Inc.2,455$318.0K0.04%00.0%Unchanged
Shoker Investment Counsel, Inc.2,460$318.0K0.15%+10.0%Added
Aveo Capital Partners, LLC2,459$318.0K0.06%+64+2.7%Added
Balentine LLC2,454$318.0K0.01%+2,454New
Mairs & Power Inc2,427$314.0K0.00%−1,673−40.8%Reduced
Reik & Co., LLC2,425$314.0K0.08%00.0%Unchanged
Zions Bancorporation, N.A.2,411$312.0K0.03%+2,304+2,153.3%Added
Oakworth Capital, Inc.2,400$311.0K0.03%00.0%Unchanged
Wetherby Asset Management Inc2,409$311.0K0.02%+263+12.3%Added
Benjamin Edwards Inc2,393$310.0K0.10%−3,142−56.8%Reduced