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
- 1,637
- +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 | 2,157 | $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 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 32,899 | $4.26M | 0.01% | +27,949+564.6% | Added |
| Lake Street Advisors Group, LLC | 32,755 | $4.24M | 0.27% | +3,276+11.1% | Added |
| Paradigm Financial Partners, LLC | 32,610 | $4.22M | 0.88% | +110.0% | Added |
| Avitas Wealth Management LLC | 31,144 | $4.03M | 0.68% | +489+1.6% | Added |
| Mercer Global Advisors Inc | 31,079 | $4.02M | 0.02% | +5,897+23.4% | Added |
| TruWealth Advisors, LLC | 30,594 | $3.96M | 0.40% | +30,594 | New |
| Holderness Investments Co | 30,330 | $3.92M | 1.16% | −90−0.3% | Reduced |
| HAP Trading, LLC | 30,317 | $3.92M | 0.27% | +3,439+12.8% | Added |
| Kore Private Wealth LLC | 30,085 | $3.89M | 0.47% | −282−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 30,006 | $3.88M | 0.12% | +5,682+23.4% | Added |
| Avantax Advisory Services, Inc. | 29,977 | $3.88M | 0.06% | +3,393+12.8% | Added |
| Conway Capital Management, Inc. | 29,883 | $3.87M | 2.27% | +2,051+7.4% | Added |
| Capital International Ltd | 29,757 | $3.85M | 0.20% | +20,487+221.0% | Added |
| Bremer Bank National Association | 29,727 | $3.85M | 0.64% | +10,003+50.7% | Added |
| Proequities, Inc. | 29,579 | $3.83M | 0.22% | +867+3.0% | Added |
| Natixis Advisors, L.P. | 29,523 | $3.82M | 0.01% | −3,087−9.5% | Reduced |
| Synovus Financial Corp | 29,458 | $3.80M | 0.04% | +3,605+13.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,362 | $3.80M | 0.15% | −156−0.5% | Reduced |
| Jag Capital Management, LLC | 29,334 | $3.80M | 0.29% | −648−2.2% | Reduced |
| Naples Global Advisors, LLC | 29,276 | $3.79M | 0.44% | −189−0.6% | Reduced |
| Comerica Bank | 34,278 | $3.78M | 0.03% | −459−1.3% | Reduced |
| Jump Financial, LLC | 29,200 | $3.78M | 0.24% | +29,200 | New |
| Financial Architects, Inc | 29,103 | $3.77M | 0.51% | +69+0.2% | Added |
| CWM, LLC | 28,953 | $3.75M | 0.03% | +28,953 | New |
| Laidlaw Wealth Management LLC | 28,864 | $3.73M | 0.60% | −1,236−4.1% | Reduced |
| Zeke Capital Advisors, LLC | 28,844 | $3.73M | 0.22% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 28,670 | $3.71M | 0.04% | +28,670 | New |
| Fred Alger Management, LLC | 28,648 | $3.71M | 0.01% | −6,032−17.4% | Reduced |
| Raymond James Trust N.A. | 28,621 | $3.70M | 0.11% | +503+1.8% | Added |
| Somerset Group LLC | 28,571 | $3.70M | 2.49% | −568−1.9% | Reduced |
| Baldrige Asset Management LLC | 28,098 | $3.64M | 1.42% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 28,111 | $3.63M | 0.01% | +10,367+58.4% | Added |
| Parallel Advisors, LLC | 27,982 | $3.62M | 0.13% | +780+2.9% | Added |
| Lake Street Financial LLC | 27,955 | $3.62M | 0.64% | +1,646+6.3% | Added |
| Capital Planning Advisors, LLC | 27,910 | $3.61M | 0.69% | −1,024−3.5% | Reduced |
| Glenmede Trust Co NA | 27,730 | $3.59M | 0.02% | −588−2.1% | Reduced |
| Grandview Asset Management LLC | 27,703 | $3.58M | 1.44% | +103+0.4% | Added |
| Occudo Quantitative Strategies LP | 27,689 | $3.58M | 0.32% | +11,520+71.2% | Added |
| Wedbush Securities Inc | 27,582 | $3.57M | 0.15% | +111+0.4% | Added |
| Global Retirement Partners, LLC | 27,271 | $3.53M | 2.73% | −42,329−60.8% | Reduced |
| Abbot Financial Management, Inc. | 27,244 | $3.52M | 1.57% | −99−0.4% | Reduced |
| Westside Investment Management, Inc. | 27,229 | $3.52M | 0.04% | −560−2.0% | Reduced |
| Citizens Business Bank | 27,155 | $3.51M | 0.43% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 27,104 | $3.51M | 0.62% | −317−1.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 26,844 | $3.47M | 1.79% | +26,844 | New |
| ETF Managers Group, LLC | 26,852 | $3.45M | 0.07% | +26,852 | New |
| Johnson Investment Counsel Inc | 26,511 | $3.43M | 0.04% | −30−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 26,453 | $3.42M | 0.12% | +26,453 | New |
| Retirement Planning Co of New England, Inc. | 26,435 | $3.42M | 1.66% | +26,435 | New |
| First Manhattan Co | 26,328 | $3.41M | 0.01% | +2,801+11.9% | Added |
| 1st Source Bank | 26,182 | $3.39M | 0.20% | +502+2.0% | Added |
| Tyler-Stone Wealth Management | 26,142 | $3.38M | 1.79% | +26,142 | New |
| BlueCrest Capital Management Ltd | 26,004 | $3.37M | 0.20% | +21,292+451.9% | Added |
| Hennessy Advisors Inc | 26,000 | $3.36M | 0.19% | −1,000−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,920 | $3.35M | 2.02% | −486−1.8% | Reduced |
| Commerce Bank | 25,921 | $3.35M | 0.02% | +1,927+8.0% | Added |
| Oliver Luxxe Assets LLC | 25,865 | $3.35M | 0.85% | −516−2.0% | Reduced |
| Beech Hill Advisors, Inc. | 25,800 | $3.34M | 1.27% | −430−1.6% | Reduced |
| RKL Wealth Management LLC | 25,682 | $3.32M | 0.39% | −573−2.2% | Reduced |
| Cohen Investment Advisors LLC | 25,656 | $3.32M | 2.37% | −368−1.4% | Reduced |
| AE Wealth Management LLC | 25,509 | $3.30M | 0.02% | +4,487+21.3% | Added |
| SFE Investment Counsel | 25,424 | $3.29M | 0.85% | −5,469−17.7% | Reduced |
| J.W. Cole Advisors, Inc. | 25,367 | $3.28M | 0.21% | +1,657+7.0% | Added |
| Boston Financial Mangement LLC | 25,100 | $3.25M | 0.12% | −50−0.2% | Reduced |
| Pensionfund Sabic | 25,000 | $3.23M | 0.61% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $3.23M | 0.83% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 24,990 | $3.23M | 0.07% | +2,020+8.8% | Added |
| Sutton Wealth Advisors Inc. | 24,971 | $3.23M | 1.08% | +834+3.5% | Added |
| Slow Capital, Inc. | 24,831 | $3.21M | 0.55% | −1,088−4.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 25,000 | $3.21M | 0.06% | +25,000 | New |
| Penbrook Management LLC | 24,780 | $3.21M | 1.93% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 24,744 | $3.20M | 0.19% | −70.0% | Reduced |
| Compass Ion Advisors, LLC | 24,645 | $3.19M | 1.03% | +187+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,502 | $3.17M | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 24,469 | $3.17M | 0.56% | +171+0.7% | Added |
| Bradley Mark J. | 24,432 | $3.16M | 2.07% | +35+0.1% | Added |
| Bluefin Capital Management, LLC | 24,420 | $3.16M | 0.25% | −16,827−40.8% | Reduced |
| Birinyi Associates Inc | 24,375 | $3.15M | 0.99% | +3,550+17.0% | Added |
| Jaffetilchin Investment Partners, LLC | 24,364 | $3.15M | 0.30% | +1,278+5.5% | Added |
| Phoenix Holdings Ltd. | 24,280 | $3.13M | 0.05% | −411−1.7% | Reduced |
| Diligent Investors, LLC | 24,095 | $3.12M | 0.87% | +82+0.3% | Added |
| Chemistry Wealth Management LLC | 24,015 | $3.11M | 2.61% | +24,015 | New |
| Next Level Private LLC | 24,015 | $3.11M | 2.61% | +24,015 | New |
| Helios Capital Management Pte. Ltd | 24,000 | $3.10M | 2.81% | +24,000 | New |
| Intellectus Partners, LLC | 23,970 | $3.10M | 0.79% | −4,334−15.3% | Reduced |
| Poehling Capital Management, LLC | 23,966 | $3.10M | 1.00% | −306−1.3% | Reduced |
| Sculati Wealth Management, LLC | 23,896 | $3.09M | 1.49% | −761−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 23,789 | $3.08M | 0.13% | +705+3.1% | Added |
| Castleview Partners, LLC | 398,262 | $3.08M | 0.03% | +398,262 | New |
| Modus Advisors, LLC | 23,542 | $3.05M | 1.30% | −3,546−13.1% | Reduced |
| Wintrust Investments LLC | 23,339 | $3.02M | 0.29% | −1,931−7.6% | Reduced |
| Aviance Capital Partners, LLC | 23,338 | $3.02M | 0.50% | +653+2.9% | Added |
| Meridian Wealth Management, LLC | 23,204 | $3.00M | 0.32% | −2,134−8.4% | Reduced |
| Fiduciary Trust Co | 23,204 | $3.00M | 0.05% | +225+1.0% | Added |
| Zurich Insurance Group Ltd | 23,100 | $2.99M | 0.03% | 00.0% | Unchanged |
| Q Capital Solutions | 23,050 | $2.98M | 1.88% | +23,050 | New |
| Change Path, LLC | 22,995 | $2.98M | 0.15% | +5,378+30.5% | Added |
| Advisors Asset Management, Inc. | 22,851 | $2.96M | 0.04% | +8,715+61.7% | Added |
| Carlson Capital L P | 22,400 | $2.90M | 0.17% | +22,400 | New |
| Redpoint Investment Management Pty Ltd | 22,325 | $2.89M | 0.23% | −912−3.9% | Reduced |