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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 3,255 | $421.0K | 0.07% | +3,255 | New |
| Affinity Capital Advisors, LLC | 3,240 | $419.0K | 0.13% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,225 | $417.0K | 0.01% | +888+38.0% | Added |
| 55I, LLC | 3,218 | $416.0K | 0.01% | +150+4.9% | Added |
| Sigma Investment Counselors Inc | 3,210 | $415.0K | 0.03% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 3,196 | $414.0K | 0.28% | −496−13.4% | Reduced |
| SlateStone Wealth, LLC | 3,200 | $414.0K | 0.09% | +3,200 | New |
| Stelac Advisory Services LLC | 3,186 | $412.0K | 0.11% | −6,651−67.6% | Reduced |
| Cedrus LLC | 3,184 | $412.0K | 0.40% | +3,184 | New |
| Echo Street Capital Management LLC | 3,170 | $410.0K | 0.00% | −115−3.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,130 | $405.0K | 0.02% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 3,130 | $405.0K | 0.60% | +3,130 | New |
| Clearwater Capital Advisors, LLC | 3,120 | $404.0K | 0.04% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 3,103 | $401.5K | 0.35% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,077 | $398.0K | 0.12% | +10.0% | Added |
| Signet Financial Management, LLC | 3,078 | $398.0K | 0.06% | +74+2.5% | Added |
| Wrapmanager Inc | 3,072 | $397.0K | 0.10% | −299−8.9% | Reduced |
| Sepio Capital, LP | 3,049 | $395.0K | 0.03% | −2,050−40.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,050 | $395.0K | 0.13% | 00.0% | Unchanged |
| Bay Rivers Group | 3,035 | $393.0K | 0.24% | +16+0.5% | Added |
| Midwest Wealth Management Inc. | 3,033 | $392.0K | 0.25% | −245−7.5% | Reduced |
| Trust Co of Virginia | 3,025 | $391.0K | 0.04% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,010 | $389.0K | 0.25% | −726−19.4% | Reduced |
| Ferris Capital, LLC | 3,000 | $388.0K | 0.08% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,000 | $388.0K | 0.05% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,000 | $388.0K | 0.07% | +3,000 | New |
| Levin Capital Strategies, L.P. | 2,990 | $387.0K | 0.04% | −1,508−33.5% | Reduced |
| G2 Capital Management, LLC | 2,989 | $387.0K | 0.14% | +2,989 | New |
| Wambolt & Associates, LLC | 2,967 | $384.0K | 0.14% | +2,967 | New |
| Kiwi Wealth Investments Limited Partnership | 2,962 | $383.0K | 0.02% | −10,024−77.2% | Reduced |
| Wagner Wealth Management, LLC | 2,959 | $383.0K | 0.29% | +18+0.6% | Added |
| Prelude Capital Management, LLC | 2,957 | $383.0K | 0.02% | +2,957 | New |
| Sanford Advisory Services, LLC | 2,952 | $382.0K | 0.09% | +75+2.6% | Added |
| Avestar Capital, LLC | 2,948 | $381.0K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,941 | $381.0K | 0.07% | +7+0.2% | Added |
| South State Corp. | 2,931 | $379.0K | 0.03% | +181+6.6% | Added |
| Summit Financial, LLC | 2,916 | $377.3K | 0.03% | +225+8.4% | Added |
| NexWave Capital Partners LLC | 2,904 | $376.0K | 0.87% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,907 | $376.0K | 0.11% | +2,907 | New |
| Eagle Global Advisors LLC | 2,900 | $375.0K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,856 | $370.0K | 0.06% | +409+16.7% | Added |
| USA Financial Portformulas Corp | 2,835 | $367.0K | 0.31% | +2,835 | New |
| BLB&B Advisors, LLC | 2,815 | $364.0K | 0.02% | −235−7.7% | Reduced |
| Concentric Wealth Management, LLC | 2,815 | $364.0K | 0.10% | −160−5.4% | Reduced |
| LVM Capital Management Ltd | 2,805 | $363.0K | 0.05% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,798 | $362.0K | 0.02% | +8+0.3% | Added |
| Brighton Jones LLC | 2,772 | $359.0K | 0.02% | +1,002+56.6% | Added |
| Pallas Capital Advisors LLC | 3,260 | $358.0K | 0.04% | −146−4.3% | Reduced |
| O'Dell Group, LLC | 2,757 | $357.0K | 0.10% | −203−6.9% | Reduced |
| Quantum Private Wealth, LLC | 2,762 | $357.0K | 0.14% | +2,762 | New |
| San Luis Wealth Advisors LLC | 2,754 | $356.0K | 0.36% | 00.0% | Unchanged |
| Tradewinds, LLC. | 2,707 | $354.4K | 0.42% | +2,707 | New |
| MKT Advisors LLC | 3,175 | $354.0K | 0.28% | +3,175 | New |
| Fairfield, Bush & Co. | 2,725 | $353.0K | 0.17% | −950−25.9% | Reduced |
| United Bank | 2,700 | $349.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,708 | $348.0K | 0.08% | +3+0.1% | Added |
| Westshore Wealth, LLC | 2,690 | $348.0K | 0.24% | +2,690 | New |
| Renasant Bank | 2,673 | $346.0K | 0.24% | −113−4.1% | Reduced |
| Autumn Glory Partners, LLC | 2,671 | $345.0K | 0.14% | +2,671 | New |
| Investmark Advisory Group LLC | 2,669 | $345.0K | 0.32% | +2,669 | New |
| CFM Wealth Partners LLC | 2,715 | $344.0K | 0.08% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,656 | $344.0K | 0.50% | +2,656 | New |
| Courier Capital LLC | 2,650 | $343.0K | 0.03% | −200−7.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,652 | $343.0K | 0.10% | +234+9.7% | Added |
| Baron Financial Group, LLC | 2,650 | $342.9K | 0.19% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,635 | $341.0K | 0.07% | +71+2.8% | Added |
| Fort Point Capital Partners LLC | 2,630 | $340.0K | 0.05% | +770+41.4% | Added |
| Howland Capital Management LLC | 2,600 | $336.0K | 0.02% | −590−18.5% | Reduced |
| RSM US Wealth Management LLC | 2,600 | $336.0K | 0.02% | −36−1.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,600 | $336.0K | 0.12% | +2,600 | New |
| Accurate Wealth Management, LLC | 2,615 | $335.0K | 0.28% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,583 | $334.0K | 0.34% | +2,583 | New |
| Doyle Wealth Management | 2,577 | $333.0K | 0.02% | −90−3.4% | Reduced |
| Executive Wealth Management, LLC | 2,566 | $332.0K | 0.03% | +15+0.6% | Added |
| Bogart Wealth, LLC | 2,551 | $330.0K | 0.03% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,546 | $329.0K | 0.23% | −2,483−49.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,530 | $327.0K | 0.07% | −907−26.4% | Reduced |
| Alpha Cubed Investments, LLC | 2,523 | $326.0K | 0.02% | −236−8.6% | Reduced |
| StrategIQ Financial Group, LLC | 2,513 | $325.0K | 0.03% | 00.0% | Unchanged |
| Goodwin Daniel L | 2,500 | $324.0K | 0.14% | 00.0% | Unchanged |
| Searle & Co. | 2,500 | $323.0K | 0.12% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,500 | $323.0K | 0.09% | 00.0% | Unchanged |
| Lake Point Wealth Management | 2,500 | $323.0K | 0.14% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,498 | $323.0K | 0.13% | 00.0% | Unchanged |
| Eastern Bank | 2,500 | $323.0K | 0.01% | +2,500 | New |
| Lindbrook Capital, LLC | 2,475 | $320.0K | 0.05% | +2,475 | New |
| Forefront Wealth Management Inc. | 2,471 | $320.0K | 0.31% | +2,471 | New |
| Yorktown Management & Research Co Inc | 2,465 | $319.0K | 0.22% | −775−23.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,463 | $319.0K | 0.05% | +243+10.9% | Added |
| Single Point Partners, LLC | 2,455 | $318.0K | 0.09% | −20−0.8% | Reduced |
| Southeast Asset Advisors Inc. | 2,455 | $318.0K | 0.04% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,460 | $318.0K | 0.15% | +10.0% | Added |
| Aveo Capital Partners, LLC | 2,459 | $318.0K | 0.06% | +64+2.7% | Added |
| Balentine LLC | 2,454 | $318.0K | 0.01% | +2,454 | New |
| Mairs & Power Inc | 2,427 | $314.0K | 0.00% | −1,673−40.8% | Reduced |
| Reik & Co., LLC | 2,425 | $314.0K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,411 | $312.0K | 0.03% | +2,304+2,153.3% | Added |
| Oakworth Capital, Inc. | 2,400 | $311.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,409 | $311.0K | 0.02% | +263+12.3% | Added |
| Benjamin Edwards Inc | 2,393 | $310.0K | 0.10% | −3,142−56.8% | Reduced |