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 |
|---|---|---|---|---|---|
| Highland Private Wealth Management | 2,195 | $279.0K | 0.04% | +11+0.5% | Added |
| Maltin Wealth Management, Inc. | 2,224 | $282.0K | 0.19% | +7+0.3% | Added |
| Lowery Thomas, LLC | 2,218 | $282.0K | 0.22% | +2,218 | New |
| Keystone Wealth Services, LLC | 2,226 | $283.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,237 | $284.0K | 0.05% | +539+31.7% | Added |
| Marino, Stram & Associates LLC | 2,252 | $286.0K | 0.09% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,250 | $286.0K | 0.19% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,250 | $286.0K | 0.04% | +750+50.0% | Added |
| Cullen Capital Management LLC | 2,262 | $287.0K | 0.00% | −3,673−61.9% | Reduced |
| Monograph Wealth Advisors, LLC | 2,269 | $288.0K | 0.07% | +444+24.3% | Added |
| Veracity Capital LLC | 2,273 | $289.0K | 0.12% | −2,588−53.2% | Reduced |
| 55I, LLC | 2,276 | $289.0K | 0.01% | −942−29.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,280 | $289.0K | 0.05% | −183−7.4% | Reduced |
| Archford Capital Strategies, LLC | 2,346 | $290.0K | 0.06% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,282 | $290.0K | 0.22% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,299 | $292.0K | 0.20% | −1,891−45.1% | Reduced |
| First Dallas Securities Inc. | 2,300 | $292.0K | 0.16% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,300 | $292.0K | 0.06% | +500+27.8% | Added |
| BOK Financial Private Wealth, Inc. | 2,301 | $292.0K | 0.02% | +2,301 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,307 | $293.0K | 0.05% | +111+5.1% | Added |
| Yorktown Management & Research Co Inc | 2,315 | $294.0K | 0.25% | −150−6.1% | Reduced |
| Perennial Investment Advisors, LLC | 2,327 | $295.0K | 0.09% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,325 | $295.0K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,335 | $296.0K | 0.01% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,330 | $296.0K | 0.02% | +100+4.5% | Added |
| RNC Capital Management LLC | 2,338 | $297.0K | 0.02% | +2,338 | New |
| C2C Wealth Management, LLC | 2,500 | $297.0K | 0.05% | +2,500 | New |
| Federated Hermes, Inc. | 2,345 | $298.0K | 0.00% | −7,616−76.5% | Reduced |
| Barings LLC | 2,353 | $299.0K | 0.01% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 2,353 | $299.0K | 0.17% | +4+0.2% | Added |
| Princeton Capital Management LLC | 2,353 | $299.0K | 0.09% | +85+3.7% | Added |
| PrairieView Partners, LLC | 2,367 | $300.0K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,360 | $300.0K | 0.06% | +225+10.5% | Added |
| Regent Investment Management LLC | 2,375 | $301.0K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,375 | $301.0K | 0.04% | +635+36.5% | Added |
| MSH Capital Advisors LLC | 2,376 | $301.6K | 0.12% | +2,376 | New |
| Cypress Capital, LLC | 2,380 | $302.0K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 2,380 | $302.0K | 0.10% | +2,380 | New |
| Doyle Wealth Management | 2,387 | $303.0K | 0.02% | −190−7.4% | Reduced |
| Pictet & Cie (Europe) SA | 2,398 | $304.0K | 0.01% | +298+14.2% | Added |
| Oakworth Capital, Inc. | 2,400 | $305.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 2,412 | $306.0K | 0.04% | +546+29.3% | Added |
| Mairs & Power Inc | 2,427 | $308.0K | 0.00% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,425 | $308.0K | 0.08% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,211 | $310.0K | 0.23% | +36+1.1% | Added |
| Shoker Investment Counsel, Inc. | 2,459 | $311.0K | 0.15% | −10.0% | Reduced |
| Southeast Asset Advisors Inc. | 2,455 | $312.0K | 0.04% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,464 | $313.0K | 0.02% | +305+14.1% | Added |
| Merit Financial Group, LLC | 2,463 | $313.0K | 0.02% | +2,463 | New |
| Forefront Wealth Management Inc. | 2,471 | $314.0K | 0.31% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,479 | $315.0K | 0.05% | +4+0.2% | Added |
| Goodwin Daniel L | 2,500 | $317.0K | 0.14% | 00.0% | Unchanged |
| Eastern Bank | 2,500 | $317.0K | 0.01% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,500 | $317.0K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,503 | $318.0K | 0.07% | −27−1.1% | Reduced |
| StrategIQ Financial Group, LLC | 2,513 | $319.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,526 | $321.0K | 0.22% | +2,166+601.7% | Added |
| Oak Ridge Investments LLC | 2,546 | $323.0K | 0.04% | −5,313−67.6% | Reduced |
| Next Capital Management LLC | 2,572 | $326.0K | 0.23% | +26+1.0% | Added |
| Executive Wealth Management, LLC | 2,589 | $328.0K | 0.04% | +23+0.9% | Added |
| Howland Capital Management LLC | 2,600 | $330.0K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,600 | $330.0K | 0.19% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2,607 | $331.0K | 0.02% | +568+27.9% | Added |
| Eudaimonia Partners, LLC | 2,611 | $331.0K | 0.06% | +2,611 | New |
| Main Street Financial Solutions, LLC | 2,613 | $332.0K | 0.05% | −910−25.8% | Reduced |
| RSM US Wealth Management LLC | 2,620 | $333.0K | 0.02% | +20+0.8% | Added |
| Checchi Capital Advisers, LLC | 2,620 | $333.0K | 0.03% | +243+10.2% | Added |
| Clear Creek Financial Management, LLC | 2,630 | $334.0K | 0.05% | +329+14.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,641 | $335.0K | 0.03% | −2,469−48.3% | Reduced |
| BLB&B Advisors, LLC | 2,640 | $335.0K | 0.02% | −175−6.2% | Reduced |
| Renasant Bank | 2,640 | $335.0K | 0.23% | −33−1.2% | Reduced |
| Investmark Advisory Group LLC | 2,646 | $335.0K | 0.35% | −23−0.9% | Reduced |
| Courier Capital LLC | 2,650 | $336.0K | 0.03% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 2,650 | $336.4K | 0.20% | 00.0% | Unchanged |
| Palladium Partners LLC | 2,661 | $338.0K | 0.01% | +345+14.9% | Added |
| Equitable Trust Co | 2,670 | $339.0K | 0.02% | +2,670 | New |
| Astoria Portfolio Advisors LLC. | 2,689 | $341.0K | 0.27% | +890+49.5% | Added |
| Marshall Financial Group LLC | 2,693 | $342.0K | 0.14% | −1,500−35.8% | Reduced |
| O'Dell Group, LLC | 2,697 | $342.0K | 0.10% | −60−2.2% | Reduced |
| United Bank | 2,700 | $343.0K | 0.05% | 00.0% | Unchanged |
| Astrantus Ltd | 2,700 | $343.0K | 0.58% | +2,700 | New |
| CTC Capital Management, LLC | 2,700 | $343.0K | 0.92% | +2,700 | New |
| SOA Wealth Advisors, LLC. | 2,712 | $344.0K | 0.08% | +4+0.1% | Added |
| Wetherby Asset Management Inc | 2,711 | $344.0K | 0.02% | +302+12.5% | Added |
| CFM Wealth Partners LLC | 2,715 | $345.0K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,762 | $350.0K | 0.22% | −395,500−99.3% | Reduced |
| Seeyond | 2,759 | $350.0K | 0.03% | −2,548−48.0% | Reduced |
| Keel Point, LLC | 2,758 | $350.0K | 0.05% | +770+38.7% | Added |
| Concentric Wealth Management, LLC | 2,765 | $351.0K | 0.10% | −50−1.8% | Reduced |
| Lantz Financial LLC | 2,776 | $352.0K | 0.14% | +2,776 | New |
| Searle & Co. | 2,800 | $355.0K | 0.13% | +300+12.0% | Added |
| Verition Fund Management LLC | 2,801 | $356.0K | 0.01% | −1,283−31.4% | Reduced |
| LVM Capital Management Ltd | 2,805 | $356.0K | 0.05% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 2,754 | $356.0K | 0.17% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,823 | $358.0K | 0.08% | −33−1.2% | Reduced |
| Cookson Peirce & Co Inc | 2,819 | $358.0K | 0.02% | +21+0.8% | Added |
| Childress Capital Advisors, LLC | 2,823 | $358.0K | 0.13% | +783+38.4% | Added |
| Phocas Financial Corp. | 2,845 | $361.0K | 0.05% | +842+42.0% | Added |
| Carnegie Capital Asset Management, LLC | 2,861 | $363.0K | 0.01% | +2,861 | New |
| Minot Wealth Management LLC | 2,875 | $365.0K | 0.08% | −2,500−46.5% | Reduced |