Skip to main content

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; 2,157 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
1,636
+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
530 more reduced

24 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: 1,636 institutions
Q1 2021: 1,188 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,438 institutionsQ4 2021: 1,636 institutionsQ1 2022: 1,676 institutionsQ2 2022: 1,585 institutionsQ3 2022: 1,533 institutionsQ4 2022: 1,555 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: 2,157 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 20262,157$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 20221,555$33.9B
Q3 20221,533$37.2B
Q2 20221,585$39.9B
Q1 20221,676$55.9B
Q4 20211,636$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
Colonial Trust Advisors87,029$11.3M1.26%−1,963−2.2%Reduced
B. Metzler seel. Sohn & Co. AG87,435$11.2M0.15%+87,435New
Livingston Group Asset Management CO (operating as Southport Capital Management)85,173$11.0M1.94%+85,173New
Capital International Inc85,100$11.0M0.10%+25,491+42.8%Added
Bahl & Gaynor Inc84,625$10.9M0.06%+250.0%Added
Ancora Advisors, LLC84,570$10.9M0.26%−5,600−6.2%Reduced
Nissay Asset Management Corp84,386$10.9M0.08%+9,998+13.4%Added
Princeton Global Asset Management LLC84,230$10.9M3.05%−1,006−1.2%Reduced
Guardian Investment Management83,000$10.7M7.47%00.0%Unchanged
Riverpark Capital Management LLC82,217$10.6M3.83%−18,950−18.7%Reduced
Polar Capital Holdings Plc81,078$10.5M0.05%−1,753−2.1%Reduced
Transcend Wealth Collective, LLC80,970$10.5M0.93%−151−0.2%Reduced
Bleichroeder LP80,000$10.4M1.62%00.0%Unchanged
Chesley Taft & Associates LLC78,486$10.2M0.53%−636−0.8%Reduced
Private Wealth Partners, LLC77,900$10.1M0.85%−18,800−19.4%Reduced
Grandeur Peak Global Advisors, LLC77,642$10.0M0.46%+228+0.3%Added
Xponance, Inc.77,227$9.99M0.16%+339+0.4%Added
Cubist Systematic Strategies, LLC76,998$9.96M0.09%−80,448−51.1%Reduced
Community Bank & Trust, Waco, Texas75,606$9.78M2.88%−1,572−2.0%Reduced
Spire Wealth Management75,288$9.76M0.22%+31,738+72.9%Added
Clarkston Capital Partners, LLC75,329$9.75M0.17%+75,329New
Jacobson & Schmitt Advisors, LLC74,758$9.67M2.34%−8,543−10.3%Reduced
Daiwa Securities Group Inc.73,992$9.57M0.06%−17,374−19.0%Reduced
Telemus Capital, LLC73,855$9.56M0.77%+462+0.6%Added
Compton Capital Management Inc73,802$9.55M2.48%−507−0.7%Reduced
Yarbrough Capital, LLC73,288$9.48M0.51%+73,288New
Picton Mahoney Asset Management73,030$9.45M0.34%−24,830−25.4%Reduced
Cullen/Frost Bankers, Inc.72,954$9.44M0.18%+493+0.7%Added
Stony Point Wealth Management Inc.71,977$9.31M4.93%+517+0.7%Added
Old Point Trust & Financial Services N A71,295$9.22M3.71%−250−0.3%Reduced
HM Payson & Co71,259$9.22M0.20%−525−0.7%Reduced
B & T Capital Management DBA Alpha Capital Management71,197$9.21M2.03%−2,377−3.2%Reduced
Sigma Planning Corp71,091$9.20M0.26%−21,685−23.4%Reduced
Cresset Asset Management, LLC70,871$9.17M0.09%+42,025+145.7%Added
Handelsbanken Fonder AB70,100$9.07M0.04%00.0%Unchanged
Northeast Financial Consultants Inc70,054$9.06M0.55%−473−0.7%Reduced
Tredje AP-fonden70,000$9.06M0.18%00.0%Unchanged
National Asset Management, Inc.69,711$9.02M0.26%+4,040+6.2%Added
Independent Advisor Alliance69,677$9.02M0.45%−17,683−20.2%Reduced
Wulff, Hansen & Co.69,616$9.01M7.78%+69,616New
Parsons Capital Management Inc69,505$8.99M0.64%−450−0.6%Reduced
Griffin Asset Management, Inc.69,243$8.96M1.11%−33,807−32.8%Reduced
South Dakota Investment Council68,786$8.90M0.15%00.0%Unchanged
Cottage Street Advisors LLC68,772$8.90M5.04%−294−0.4%Reduced
Golden State Wealth Management, LLC68,504$8.86M1.53%+3,469+5.3%Added
GFG Capital, LLC68,461$8.86M2.66%−16,204−19.1%Reduced
CapWealth Advisors, LLC68,327$8.84M0.90%−376−0.5%Reduced
Kercheville Advisors, LLC68,304$8.84M3.86%−1,840−2.6%Reduced
Thompson Siegel & Walmsley LLC68,150$8.82M0.12%−18,150−21.0%Reduced
M&T Bank Corp67,956$8.79M0.04%+895+1.3%Added
Garrison Bradford & Associates Inc67,680$8.76M7.85%−800−1.2%Reduced
Focused Wealth Management, Inc67,447$8.73M1.35%−310.0%Reduced
Thames Capital Management LLC66,412$8.59M1.65%−300.0%Reduced
Cornerstone Wealth Management, LLC65,232$8.45M0.81%+1,114+1.7%Added
Ashfield Capital Partners, LLC64,602$8.36M0.54%+408+0.6%Added
Illinois Municipal Retirement Fund64,473$8.34M0.23%+17,023+35.9%Added
Allen Capital Group, LLC64,451$8.34M1.17%+287+0.4%Added
Tenere Capital LLC63,746$8.25M3.28%+63,746New
SOL Capital Management CO63,650$8.24M1.49%−865−1.3%Reduced
Canal Capital Management, LLC63,381$8.20M1.98%+149+0.2%Added
DuPont Capital Management Corp63,068$8.16M0.29%−2,568−3.9%Reduced
Triangle Securities Wealth Management61,435$7.95M2.49%−913−1.5%Reduced
Spectrum Management Group, LLC61,400$7.95M1.14%+252+0.4%Added
Federation des caisses Desjardins du Quebec61,313$7.93M0.08%−5,757−8.6%Reduced
Moody National Bank Trust Division61,280$7.93M0.24%−400−0.6%Reduced
City of London Investment Management Co Ltd61,121$7.91M0.45%00.0%Unchanged
O'Rourke & Company, Inc60,930$7.88M5.26%+60,930New
Security National Bank60,419$7.82M1.77%−1,091−1.8%Reduced
ProVise Management Group, LLC60,358$7.81M0.71%−900−1.5%Reduced
Amalgamated Bank60,265$7.80M0.06%+18,560+44.5%Added
Steamboat Capital Partners, LLC59,627$7.71M2.36%−6,096−9.3%Reduced
Blue Zone Wealth Advisors, LLC59,566$7.71M2.55%−243−0.4%Reduced
IFP Advisors, Inc59,194$7.66M0.15%−31,882−35.0%Reduced
ProShare Advisors LLC59,093$7.65M0.02%+98+0.2%Added
GWM Advisors LLC59,023$7.64M0.12%+30,844+109.5%Added
Carret Asset Management, LLC58,773$7.61M0.84%−761−1.3%Reduced
Tranquility Partners, LLC58,181$7.53M3.48%+2,663+4.8%Added
Fort Sheridan Advisors LLC57,497$7.44M2.15%+785+1.4%Added
CWA Asset Management Group, LLC57,473$7.44M0.55%+3,490+6.5%Added
Bank Hapoalim BM57,311$7.42M0.74%−41,055−41.7%Reduced
Equitable Holdings, Inc.56,703$7.34M0.12%+537+1.0%Added
Voss Capital, LLC56,000$7.25M2.24%−7,500−11.8%Reduced
Marshall Wace, LLP55,865$7.23M0.01%+30,351+119.0%Added
Narwhal Capital Management54,668$7.07M0.81%+135+0.2%Added
Davenport & Co LLC54,532$7.06M0.05%−23,166−29.8%Reduced
Ziegler Capital Management, LLC54,266$7.02M0.25%−2,369−4.2%Reduced
Central Bank & Trust Co54,015$6.99M1.08%+2,854+5.6%Added
FineMark National Bank & Trust53,852$6.97M0.27%+702+1.3%Added
ArrowMark Colorado Holdings LLC53,200$6.88M0.06%00.0%Unchanged
Core Alternative Capital58,563$6.84M1.38%+1,070+1.9%Added
Coastal Bridge Advisors, LLC52,777$6.83M1.42%+378+0.7%Added
McKinley Capital Management LLC /Delaware52,622$6.81M0.61%−1,087−2.0%Reduced
Vishria Bird Financial Group, LLC52,510$6.79M3.16%−4,969−8.6%Reduced
Allen Investment Management LLC52,468$6.79M0.09%−943−1.8%Reduced
Select Equity Group, L.P.52,236$6.76M0.02%−31,068−37.3%Reduced
American National Insurance Co52,225$6.76M1.50%00.0%Unchanged
MUFG Americas Holdings Corp52,118$6.74M0.13%+5,802+12.5%Added
Elo Mutual Pension Insurance Co51,962$6.72M0.19%+4,616+9.7%Added
Maryland State Retirement & Pension System51,931$6.72M0.18%00.0%Unchanged
Beta Wealth Group, Inc.57,406$6.68M4.82%00.0%Unchanged