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, Q1 2022
Institutional positions in Blackstone Inc. as of Mar 31, 2022. 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
- 1,676
- +60 vs. Q4 2021
- Shares held
- 442.8M
- +6.48M (+1.5%) vs. Q4 2021
- Total value
- $55.9B
- −$335.5M (−0.6%) vs. Q4 2021
- New holders
- 171
- 703 more added
- Sold out
- 111
- 540 more reduced
20 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 547 | $70.0K | 0.01% | +212+63.3% | Added |
| Financial Perspectives, Inc | 560 | $71.1K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 565 | $72.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 572 | $73.0K | 0.02% | +572 | New |
| Ritter Daniher Financial Advisory, LLC | 600 | $76.0K | 0.05% | +600 | New |
| Worth Asset Management, LLC | 778 | $77.0K | 0.05% | +778 | New |
| Concord Wealth Partners | 616 | $78.0K | 0.02% | −1,200−66.1% | Reduced |
| Tacita Capital Inc | 615 | $78.0K | 0.05% | +145+30.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 633 | $80.0K | 0.04% | +633 | New |
| Heritage Wealth Management, LLC | 632 | $80.0K | 0.02% | +632 | New |
| Beaird Harris Wealth Management, LLC | 655 | $83.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 655 | $83.0K | 0.02% | +113+20.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 665 | $84.0K | 0.04% | +665 | New |
| Burleson & Company, LLC | 714 | $91.0K | 0.01% | +379+113.1% | Added |
| First Horizon Advisors, Inc. | 759 | $96.0K | 0.01% | −237−23.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 754 | $96.0K | 0.09% | +1+0.1% | Added |
| Webster Bank, N. A. | 770 | $98.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 770 | $98.0K | 0.03% | +725+1,611.1% | Added |
| Cordasco Financial Network | 778 | $99.0K | 0.06% | +10+1.3% | Added |
| CVA Family Office, LLC | 800 | $102.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 805 | $102.0K | 0.02% | +805 | New |
| Magellan Asset Management Ltd | 819 | $104.0K | 0.00% | −323−28.3% | Reduced |
| Coastal Capital Group, Inc. | 818 | $104.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 845 | $107.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 865 | $110.0K | 0.01% | −447−34.1% | Reduced |
| Operose Advisors LLC | 875 | $111.0K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 881 | $112.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 899 | $114.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 899 | $114.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 915 | $117.2K | 0.06% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 927 | $118.0K | 0.03% | +197+27.0% | Added |
| Pin Oak Investment Advisors Inc | 956 | $121.0K | 0.13% | +67+7.5% | Added |
| PFG Private Wealth Management, LLC | 957 | $121.0K | 0.06% | +935+4,250.0% | Added |
| Curi Capital | 995 | $126.0K | 0.02% | +819+465.3% | Added |
| Leelyn Smith, LLC | 1,000 | $127.0K | 0.03% | −165−14.2% | Reduced |
| Atwood & Palmer Inc | 1,000 | $127.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,000 | $127.0K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,000 | $127.0K | 0.11% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,000 | $127.0K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,008 | $128.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,000 | $128.1K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,014 | $129.0K | 0.05% | −88−8.0% | Reduced |
| Clearview Wealth Advisors LLC | 1,023 | $130.0K | 0.09% | +12+1.2% | Added |
| Wolff Wiese Magana LLC | 1,023 | $130.0K | 0.09% | +94+10.1% | Added |
| Asset Dedication, LLC | 1,030 | $132.0K | 0.01% | +5+0.5% | Added |
| Proffitt & Goodson Inc | 1,086 | $138.0K | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 1,130 | $143.0K | 0.01% | −684−37.7% | Reduced |
| Missouri Trust & Investment Co | 1,125 | $143.0K | 0.08% | −25−2.2% | Reduced |
| Lee Financial Co | 1,127 | $143.0K | 0.03% | −6−0.5% | Reduced |
| Corbenic Partners LLC | 1,190 | $151.0K | 0.03% | +1,152+3,031.6% | Added |
| Fortis Advisors, LLC | 1,200 | $152.0K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,200 | $152.0K | 0.00% | +1,193+17,042.9% | Added |
| McIlrath & Eck, LLC | 1,226 | $156.0K | 0.05% | +147+13.6% | Added |
| Crosspoint Capital Strategies, LLC | 1,235 | $157.0K | 0.44% | +1,235 | New |
| Benjamin Edwards Inc | 1,278 | $162.0K | 0.05% | −1,115−46.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,366 | $173.0K | 0.01% | +745+120.0% | Added |
| Vienna Asset Management LLC | 1,400 | $178.0K | 0.25% | +1,400 | New |
| First Bank & Trust | 1,407 | $179.0K | 0.06% | +41+3.0% | Added |
| Acropolis Investment Management, LLC | 1,410 | $179.0K | 0.02% | +400+39.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,464 | $186.0K | 0.08% | +1,364+1,364.0% | Added |
| TCWP LLC | 1,503 | $190.0K | 0.03% | +1,503 | New |
| Simon Quick Advisors, LLC | 1,515 | $192.0K | 0.05% | −135−8.2% | Reduced |
| First Personal Financial Services | 1,529 | $194.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,574 | $199.8K | 0.06% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,578 | $200.0K | 0.09% | +1,578 | New |
| Traynor Capital Management, Inc. | 1,596 | $202.0K | 0.03% | +1,596 | New |
| Stelac Advisory Services LLC | 1,602 | $203.0K | 0.07% | −1,584−49.7% | Reduced |
| Enterprise Financial Services Corp | 1,600 | $203.0K | 0.03% | −60−3.6% | Reduced |
| Lee Danner & Bass Inc | 1,600 | $203.0K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 1,600 | $203.0K | 0.14% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 1,600 | $203.0K | 0.15% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 1,600 | $203.1K | 0.00% | −100−5.9% | Reduced |
| All Terrain Financial Advisors, LLC | 1,610 | $204.0K | 0.09% | +19+1.2% | Added |
| McAdam, LLC | 1,607 | $204.0K | 0.02% | +26+1.6% | Added |
| D'Orazio & Associates, Inc. | 1,612 | $205.0K | 0.05% | +1,612 | New |
| KG&L Capital Management,LLC | 1,633 | $207.0K | 0.09% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,639 | $208.0K | 0.03% | +58+3.7% | Added |
| Ayalon Holdings Ltd. | 1,637 | $208.0K | 0.07% | +1,232+304.2% | Added |
| Parsec Financial Management, Inc. | 1,638 | $208.0K | 0.01% | +1,638 | New |
| Madison Wealth Management | 1,637 | $208.0K | 0.04% | +1,637 | New |
| Hilltop Holdings Inc. | 1,651 | $209.0K | 0.02% | −228−12.1% | Reduced |
| Creative Financial Designs Inc | 1,649 | $209.0K | 0.03% | −150−8.3% | Reduced |
| Capital Investment Advisory Services, LLC | 1,648 | $209.0K | 0.02% | −55−3.2% | Reduced |
| Black Diamond Financial, LLC | 1,665 | $211.0K | 0.07% | +1,665 | New |
| Mount Yale Investment Advisors, LLC | 1,669 | $212.0K | 0.02% | −101−5.7% | Reduced |
| Formidable Asset Management, LLC | 1,670 | $212.0K | 0.04% | +1,670 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,680 | $213.0K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,681 | $213.0K | 0.01% | +1,681 | New |
| Certified Advisory Corp | 1,689 | $214.0K | 0.05% | +8+0.5% | Added |
| Bordeaux Wealth Advisors LLC | 1,681 | $214.0K | 0.12% | +98+6.2% | Added |
| Apriem Advisors | 1,682 | $214.0K | 0.03% | +1,682 | New |
| Essex Savings Bank | 1,689 | $215.0K | 0.07% | +125+8.0% | Added |
| Guyasuta Investment Advisors Inc | 1,700 | $216.0K | 0.01% | −550−24.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,700 | $216.0K | 0.01% | −50−2.9% | Reduced |
| Shelton Capital Management | 1,700 | $216.0K | 0.01% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,700 | $216.0K | 0.08% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,700 | $216.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,704 | $217.0K | 0.02% | +74+4.5% | Added |
| Nottingham Advisors, Inc. | 1,716 | $218.0K | 0.03% | −46−2.6% | Reduced |
| Hoey Investments, Inc | 1,725 | $219.0K | 0.06% | −325−15.9% | Reduced |