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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 2,891 | $367.0K | 0.04% | −1,758−37.8% | Reduced |
| Eagle Global Advisors LLC | 2,900 | $368.0K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,905 | $369.0K | 0.02% | +2,905 | New |
| Pallas Capital Advisors LLC | 3,271 | $370.0K | 0.05% | +11+0.3% | Added |
| HCR Wealth Advisors | 2,929 | $372.0K | 0.06% | −328−10.1% | Reduced |
| Horizon Wealth Management, LLC | 2,948 | $374.0K | 0.12% | +41+1.4% | Added |
| Twin Tree Management, LP | 2,963 | $376.0K | 0.01% | −1,056−26.3% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,045 | $376.0K | 0.59% | +389+14.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,975 | $378.0K | 0.11% | +323+12.2% | Added |
| Boltwood Capital Management | 2,977 | $378.0K | 0.15% | +2,977 | New |
| Levin Capital Strategies, L.P. | 2,990 | $380.0K | 0.04% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,000 | $381.0K | 0.05% | 00.0% | Unchanged |
| Ferris Capital, LLC | 3,000 | $381.0K | 0.09% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,007 | $382.0K | 0.25% | −3−0.1% | Reduced |
| Brewin Dolphin Ltd | 3,015 | $383.0K | 0.02% | −865−22.3% | Reduced |
| Trust Co of Virginia | 3,025 | $384.0K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,025 | $384.0K | 0.10% | +3,025 | New |
| Triumph Capital Management | 3,026 | $384.0K | 0.17% | +3,026 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,000 | $384.0K | 0.21% | +3,000 | New |
| Midwest Wealth Management Inc. | 3,033 | $385.0K | 0.23% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,949 | $385.0K | 0.09% | +491+20.0% | Added |
| Meeder Asset Management Inc | 3,042 | $386.0K | 0.02% | +1,050+52.7% | Added |
| Polaris Wealth Advisory Group, LLC | 3,350 | $387.0K | 0.03% | −8−0.2% | Reduced |
| Sepio Capital, LP | 3,049 | $387.0K | 0.03% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,050 | $387.0K | 0.13% | 00.0% | Unchanged |
| ACG Wealth | 3,066 | $389.0K | 0.07% | −483−13.6% | Reduced |
| Bryn Mawr Trust Co | 3,074 | $390.0K | 0.02% | −151−4.7% | Reduced |
| Advus Financial Partners, LLC | 3,075 | $390.3K | 0.20% | +3,075 | New |
| Howard Financial Services, Ltd. | 3,079 | $391.0K | 0.12% | +2+0.1% | Added |
| Westshore Wealth, LLC | 3,088 | $392.0K | 0.26% | +398+14.8% | Added |
| Moloney Securities Asset Management, LLC | 3,093 | $393.0K | 0.08% | −326−9.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,664 | $394.0K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,108 | $395.0K | 0.06% | −360−10.4% | Reduced |
| Chatham Capital Group, Inc. | 3,112 | $395.0K | 0.08% | +3,112 | New |
| Seaport Global Advisors, LLC | 3,123 | $396.0K | 1.27% | −4,498−59.0% | Reduced |
| Brookstone Capital Management | 3,518 | $397.0K | 0.01% | −6,252−64.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,130 | $397.0K | 0.02% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 3,132 | $398.0K | 0.11% | +180+6.1% | Added |
| Single Point Partners, LLC | 3,143 | $399.0K | 0.10% | +688+28.0% | Added |
| Resurgent Financial Advisors LLC | 3,158 | $401.0K | 0.26% | +3,158 | New |
| Ridgecrest Wealth Partners, LLC | 3,175 | $403.0K | 0.26% | −875−21.6% | Reduced |
| Zions Bancorporation, N.A. | 3,171 | $403.0K | 0.04% | +760+31.5% | Added |
| SlateStone Wealth, LLC | 3,200 | $406.0K | 0.09% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,200 | $406.0K | 0.07% | +200+6.7% | Added |
| Atlas Capital Advisors LLC | 3,200 | $406.2K | 0.06% | −600−15.8% | Reduced |
| Sigma Investment Counselors Inc | 3,210 | $407.0K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,230 | $410.0K | 0.13% | −10−0.3% | Reduced |
| Act Wealth Management, LLC | 3,227 | $410.0K | 0.23% | +907+39.1% | Added |
| MJP Associates Inc | 3,256 | $413.0K | 0.11% | −253−7.2% | Reduced |
| Accurate Wealth Management, LLC | 3,265 | $414.0K | 0.19% | +650+24.9% | Added |
| Gruss & Co., LLC | 3,300 | $419.0K | 1.86% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,312 | $420.0K | 0.37% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,305 | $420.0K | 0.08% | 00.0% | Unchanged |
| Cedrus LLC | 3,323 | $421.8K | 0.38% | +139+4.4% | Added |
| Montecito Bank & Trust | 3,345 | $425.0K | 0.08% | −18−0.5% | Reduced |
| Quantum Private Wealth, LLC | 3,361 | $426.0K | 0.18% | +599+21.7% | Added |
| Redwood Financial Network Corp | 3,353 | $426.0K | 0.39% | +3,353 | New |
| Washington Trust Co | 3,360 | $427.0K | 0.02% | −629−15.8% | Reduced |
| Legacy Bridge, LLC | 3,375 | $428.0K | 0.25% | −675−16.7% | Reduced |
| Boston Family Office LLC | 3,396 | $431.0K | 0.03% | −250−6.9% | Reduced |
| Essex LLC | 3,401 | $432.0K | 0.12% | −975−22.3% | Reduced |
| Compass Financial Advisors LLC | 3,417 | $434.0K | 0.48% | −130−3.7% | Reduced |
| Quent Capital, LLC | 3,426 | $435.0K | 0.08% | −11,832−77.5% | Reduced |
| Iron Financial, LLC | 3,426 | $435.0K | 0.20% | +7+0.2% | Added |
| Biltmore Family Office, LLC | 3,445 | $437.0K | 0.09% | −6,505−65.4% | Reduced |
| NTV Asset Management LLC | 3,440 | $437.0K | 0.07% | +3,440 | New |
| Summit Financial, LLC | 3,450 | $437.9K | 0.03% | +534+18.3% | Added |
| Gray Wealth Management Inc. | 3,454 | $438.0K | 0.23% | +2+0.1% | Added |
| Cypress Wealth Services, LLC | 3,458 | $439.0K | 0.12% | −479−12.2% | Reduced |
| Retirement Group, LLC | 3,468 | $440.0K | 0.17% | −20−0.6% | Reduced |
| Soltis Investment Advisors LLC | 3,490 | $443.0K | 0.06% | −14,518−80.6% | Reduced |
| Southern Farm Bureau Life Insurance | 3,500 | $444.0K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 3,504 | $445.0K | 0.08% | −155−4.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,520 | $446.8K | 0.12% | −100−2.8% | Reduced |
| Vigilare Wealth Management | 3,519 | $447.0K | 0.37% | −118−3.2% | Reduced |
| Invst, LLC | 4,635 | $448.0K | 0.07% | +3+0.1% | Added |
| Journey Advisory Group, LLC | 3,553 | $451.0K | 0.11% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,556 | $451.0K | 0.01% | +148+4.3% | Added |
| Select Asset Management & Trust | 3,550 | $451.0K | 0.39% | +3,550 | New |
| Fairhaven Wealth Management, LLC | 3,564 | $452.0K | 0.18% | +6+0.2% | Added |
| Hills Bank & Trust Co | 3,563 | $452.0K | 0.06% | +1,889+112.8% | Added |
| FinTrust Capital Advisors, LLC | 3,562 | $453.0K | 0.10% | −46−1.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,568 | $453.0K | 0.08% | −23−0.6% | Reduced |
| PFG Advisors | 3,568 | $453.0K | 0.05% | +9+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 3,596 | $456.0K | 0.06% | +3,596 | New |
| DB Wealth Management Group, LLC | 3,607 | $458.0K | 0.28% | +3,607 | New |
| Wealth Alliance | 3,615 | $459.0K | 0.09% | −1,387−27.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,619 | $459.0K | 0.15% | +330+10.0% | Added |
| Clearwater Capital Advisors, LLC | 3,620 | $460.0K | 0.05% | +500+16.0% | Added |
| Mayfair Advisory Group, LLC | 3,610 | $463.0K | 0.59% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,679 | $467.0K | 0.29% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,724 | $473.0K | 0.06% | +267+7.7% | Added |
| World Equity Group, Inc. | 3,745 | $475.4K | 0.10% | +3,745 | New |
| Sovereign Financial Group, Inc. | 3,746 | $476.0K | 0.18% | +21+0.6% | Added |
| Parkside Financial Bank & Trust | 3,752 | $476.0K | 0.13% | +261+7.5% | Added |
| Fundamentun, LLC | 3,757 | $477.0K | 0.08% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,738 | $479.0K | 0.00% | −5,428−59.2% | Reduced |
| Assetmark, Inc | 3,781 | $480.0K | 0.00% | −134−3.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 3,810 | $484.0K | 0.05% | −50−1.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,850 | $489.0K | 0.21% | 00.0% | Unchanged |