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 |
|---|---|---|---|---|---|
| Emerald Mutual Fund Advisers Trust | 1,814 | $235.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,814 | $235.0K | 0.05% | +361+24.8% | Added |
| Concord Wealth Partners | 1,816 | $235.0K | 0.06% | +1,319+265.4% | Added |
| Grant/GrossMendelsohn, LLC | 1,930 | $234.0K | 0.19% | −345−15.2% | Reduced |
| First Citizens Bank & Trust Co | 1,811 | $234.0K | 0.01% | −495−21.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,810 | $234.0K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,799 | $233.0K | 0.04% | −336−15.7% | Reduced |
| Trust Investment Advisors | 1,800 | $233.0K | 0.18% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,800 | $233.0K | 0.05% | +1,800 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,798 | $233.0K | 0.09% | +1,798 | New |
| Astoria Portfolio Advisors LLC. | 1,799 | $233.0K | 0.18% | +1,799 | New |
| Opal Wealth Advisors, LLC | 1,795 | $232.0K | 0.15% | +1,795 | New |
| Wolff Financial Management LLC | 1,775 | $230.0K | 0.09% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,778 | $230.0K | 0.11% | +1+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,770 | $229.0K | 0.02% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,762 | $228.0K | 0.02% | −597−25.3% | Reduced |
| ZWJ Investment Counsel Inc | 1,765 | $228.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,762 | $228.0K | 0.10% | +1,762 | New |
| Allegheny Financial Group LTD | 1,765 | $228.0K | 0.09% | +1,765 | New |
| Cary Street Partner Investment Advisory LLC | 1,745 | $226.0K | 0.06% | −415−19.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,750 | $226.0K | 0.01% | −250−12.5% | Reduced |
| Kavar Capital Partners Group, LLC | 1,750 | $226.0K | 0.05% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1,746 | $226.0K | 0.16% | +14+0.8% | Added |
| Sowa Financial Group, Inc. | 1,750 | $226.0K | 0.13% | +1,750 | New |
| Northcape Wealth Management, LLC | 1,750 | $226.0K | 0.08% | +1,750 | New |
| American Trust | 1,750 | $226.0K | 0.02% | +1,750 | New |
| City State Bank | 1,747 | $226.0K | 0.14% | +1,747 | New |
| Calton & Associates, Inc. | 1,743 | $225.0K | 0.06% | −4,679−72.9% | Reduced |
| Abbrea Capital, LLC | 1,740 | $225.0K | 0.03% | 00.0% | Unchanged |
| Doheny Asset Management | 1,725 | $223.0K | 0.16% | 00.0% | Unchanged |
| Ethic Inc. | 1,714 | $222.0K | 0.02% | +1,714 | New |
| Peoples Bank | 1,705 | $221.0K | 0.11% | +1,705 | New |
| Coastline Trust Co | 1,705 | $221.0K | 0.03% | +1,705 | New |
| Boothbay Fund Management, LLC | 1,698 | $220.0K | 0.01% | −4,406−72.2% | Reduced |
| Glassman Wealth Services | 1,698 | $220.0K | 0.04% | −372−18.0% | Reduced |
| Capital Investment Advisory Services, LLC | 1,703 | $220.0K | 0.03% | −200−10.5% | Reduced |
| Vigilant Capital Management, LLC | 1,700 | $220.0K | 0.02% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 1,700 | $220.0K | 0.00% | +1,700 | New |
| Shelton Capital Management | 1,700 | $220.0K | 0.01% | +1,700 | New |
| Butensky & Cohen Financial Security, Inc | 1,700 | $220.0K | 0.08% | +1,700 | New |
| Ayrshire Capital Management LLC | 1,700 | $220.0K | 0.11% | +1,700 | New |
| Money Concepts Capital Corp | 1,694 | $219.0K | 0.02% | +1,694 | New |
| TD Private Client Wealth LLC | 1,691 | $218.8K | 0.01% | −30−1.7% | Reduced |
| Certified Advisory Corp | 1,681 | $218.0K | 0.05% | +1,681 | New |
| Hills Bank & Trust Co | 1,674 | $217.0K | 0.03% | +244+17.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,680 | $217.0K | 0.04% | +1,680 | New |
| Enterprise Financial Services Corp | 1,660 | $215.0K | 0.03% | +1,660 | New |
| Halbert Hargrove Global Advisors, LLC | 1,651 | $214.0K | 0.01% | −162−8.9% | Reduced |
| RB Capital Management, LLC | 1,655 | $214.0K | 0.07% | +1,655 | New |
| Simon Quick Advisors, LLC | 1,650 | $213.0K | 0.06% | +1,500+1,000.0% | Added |
| Blueshift Asset Management, LLC | 1,640 | $212.0K | 0.02% | −25,122−93.9% | Reduced |
| Altshuler Shaham Ltd | 1,638 | $212.0K | 0.00% | −364−18.2% | Reduced |
| VeraBank, N.A. | 1,638 | $212.0K | 0.11% | +1,638 | New |
| KG&L Capital Management,LLC | 1,633 | $211.0K | 0.09% | +1,633 | New |
| Washington Trust Advisors, Inc. | 1,630 | $211.0K | 0.01% | +1,630 | New |
| Johnson Financial Group, Inc. | 1,621 | $210.0K | 0.01% | +285+21.3% | Added |
| OneAscent Financial Services LLC | 1,610 | $208.0K | 0.40% | +1,610 | New |
| Barnett & Company, Inc. | 1,600 | $207.0K | 0.14% | −645−28.7% | Reduced |
| Lee Danner & Bass Inc | 1,600 | $207.0K | 0.02% | +1,600 | New |
| Pioneer Trust Bank N A | 1,600 | $207.0K | 0.05% | +1,600 | New |
| Arbor Wealth Management, LLC | 1,598 | $207.0K | 0.05% | +1,598 | New |
| Scissortail Wealth Management, LLC | 1,602 | $207.0K | 0.08% | +1,602 | New |
| Kathleen S. Wright Associates Inc. | 1,600 | $207.0K | 0.15% | +1,600 | New |
| All Terrain Financial Advisors, LLC | 1,591 | $206.0K | 0.09% | +1,591 | New |
| United Asset Strategies, Inc. | 1,581 | $205.0K | 0.02% | −1,994−55.8% | Reduced |
| McAdam, LLC | 1,581 | $205.0K | 0.02% | +1,581 | New |
| Bordeaux Wealth Advisors LLC | 1,583 | $205.0K | 0.09% | +1,583 | New |
| West Paces Advisors Inc. | 1,574 | $203.7K | 0.06% | +1,539+4,397.1% | Added |
| Essex Savings Bank | 1,564 | $202.0K | 0.07% | −46−2.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,560 | $202.0K | 0.18% | +1,560 | New |
| Mainstay Capital Management LLC | 1,552 | $201.0K | 0.06% | −350−18.4% | Reduced |
| JSF Financial, LLC | 1,556 | $201.0K | 0.10% | +1,556 | New |
| First Personal Financial Services | 1,529 | $198.0K | 0.04% | −75−4.7% | Reduced |
| Manchester Capital Management LLC | 1,500 | $194.0K | 0.03% | −119−7.4% | Reduced |
| Tompkins Financial Corp | 1,500 | $194.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,400 | $181.0K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,386 | $180.0K | 0.00% | +1,386 | New |
| First Bank & Trust | 1,366 | $177.0K | 0.07% | +89+7.0% | Added |
| Delta Asset Management LLC | 1,330 | $172.0K | 0.02% | −25−1.8% | Reduced |
| Capital Analysts, LLC | 1,312 | $170.0K | 0.01% | +346+35.8% | Added |
| Fortis Advisors, LLC | 1,200 | $155.0K | 0.09% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 1,200 | $155.0K | 0.14% | +1,200 | New |
| Leelyn Smith, LLC | 1,165 | $151.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,150 | $149.0K | 0.09% | +1,150 | New |
| Magellan Asset Management Ltd | 1,142 | $148.0K | 0.00% | +667+140.4% | Added |
| Lee Financial Co | 1,133 | $146.0K | 0.03% | +7+0.6% | Added |
| Atticus Wealth Management, LLC | 1,102 | $143.0K | 0.06% | −906−45.1% | Reduced |
| Proffitt & Goodson Inc | 1,086 | $141.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,079 | $140.0K | 0.04% | +273+33.9% | Added |
| Widmann Financial Services, Inc. | 1,078 | $139.0K | 0.11% | +1,078 | New |
| Asset Dedication, LLC | 1,025 | $133.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,011 | $131.0K | 0.08% | +7+0.7% | Added |
| Acropolis Investment Management, LLC | 1,010 | $131.0K | 0.01% | +1,010 | New |
| Arrow Financial Corp | 1,008 | $130.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,000 | $129.0K | 0.02% | −467−31.8% | Reduced |
| Global Trust Asset Management, LLC | 1,000 | $129.0K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,000 | $129.0K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $129.0K | 0.01% | +1,000 | New |
| First Horizon Advisors, Inc. | 996 | $128.0K | 0.00% | +190+23.6% | Added |
| Wolff Wiese Magana LLC | 929 | $120.0K | 0.08% | −104−10.1% | Reduced |