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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 5,062 | $643.0K | 0.32% | +2,839+127.7% | Added |
| Beacon Investment Advisory Services, Inc. | 5,095 | $646.0K | 0.03% | +675+15.3% | Added |
| First Foundation Advisors | 5,103 | $648.0K | 0.02% | +1,586+45.1% | Added |
| Prime Capital Investment Advisors, LLC | 5,041 | $652.0K | 0.04% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 5,187 | $658.0K | 0.32% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 5,224 | $663.0K | 0.10% | −121−2.3% | Reduced |
| Altium Wealth Management LLC | 5,230 | $664.0K | 0.04% | +376+7.7% | Added |
| Cornerstone Advisory, LLC | 5,233 | $665.0K | 0.10% | +883+20.3% | Added |
| Heritage Investors Management Corp | 5,253 | $667.0K | 0.03% | −100−1.9% | Reduced |
| Peddock Capital Advisors, LLC | 5,254 | $667.0K | 0.22% | +5,254 | New |
| Canvas Wealth Advisors, LLC | 6,198 | $667.0K | 0.24% | +6,198 | New |
| Symmetry Partners, LLC | 5,271 | $669.0K | 0.04% | −381−6.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,272 | $669.0K | 0.37% | −98−1.8% | Reduced |
| Jupiter Wealth Management LLC | 5,275 | $669.0K | 0.42% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 5,310 | $674.0K | 0.47% | −142−2.6% | Reduced |
| Octavia Wealth Advisors, LLC | 5,334 | $677.0K | 0.15% | −129−2.4% | Reduced |
| Meridian Wealth Advisors, LLC | 5,335 | $677.0K | 0.16% | +958+21.9% | Added |
| Spinnaker Investment Group, LLC | 5,143 | $678.0K | 0.22% | +22+0.4% | Added |
| Bruderman Asset Management, LLC | 5,332 | $680.0K | 1.03% | +5,332 | New |
| Advisor Partners LLC | 5,362 | $681.0K | 0.04% | −277−4.9% | Reduced |
| Gateway Advisory, LLC | 5,399 | $685.0K | 0.19% | +271+5.3% | Added |
| Deltec Asset Management LLC | 5,400 | $685.0K | 0.12% | +5,400 | New |
| Old Port Advisors | 5,378 | $689.0K | 0.23% | +563+11.7% | Added |
| McKinley Carter Wealth Services, Inc. | 5,436 | $690.0K | 0.05% | +216+4.1% | Added |
| Excalibur Management Corp | 5,436 | $690.0K | 0.30% | +322+6.3% | Added |
| Peak Financial Advisors LLC | 5,442 | $691.0K | 0.59% | +247+4.8% | Added |
| Wesbanco Bank Inc | 5,473 | $695.0K | 0.03% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 5,482 | $696.0K | 0.03% | −8−0.1% | Reduced |
| South State Corp. | 5,482 | $697.0K | 0.06% | +2,551+87.0% | Added |
| Merrion Investment Management Co, LLC | 5,500 | $698.0K | 0.51% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,511 | $699.7K | 0.25% | +786+16.6% | Added |
| Dakota Wealth Management | 5,520 | $700.0K | 0.06% | −3,293−37.4% | Reduced |
| Continuum Advisory, LLC | 6,894 | $700.0K | 0.13% | +1,024+17.4% | Added |
| Powell Investment Advisors, LLC | 5,521 | $701.0K | 0.41% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,534 | $702.0K | 0.12% | +70+1.3% | Added |
| XTX Topco Ltd | 5,533 | $702.0K | 0.31% | +5,533 | New |
| Israel Discount Bank of New York | 5,537 | $703.0K | 0.46% | +90+1.7% | Added |
| CAPROCK Group, Inc. | 5,546 | $704.0K | 0.07% | −788−12.4% | Reduced |
| Vanguard Capital Wealth Advisors | 5,550 | $704.0K | 0.50% | −150−2.6% | Reduced |
| Cladis Investment Advisory, LLC | 5,600 | $710.9K | 0.58% | +500+9.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,600 | $711.0K | 0.36% | −225−3.9% | Reduced |
| Intrua Financial, LLC | 5,626 | $714.0K | 0.13% | −5,072−47.4% | Reduced |
| Options Solutions, LLC | 5,636 | $715.0K | 0.75% | −267−4.5% | Reduced |
| David R. Rahn & Associates Inc. | 7,050 | $716.0K | 0.27% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,644 | $716.0K | 0.46% | +105+1.9% | Added |
| Byrne Asset Management LLC | 5,647 | $717.0K | 0.45% | +1,309+30.2% | Added |
| Davis R M Inc | 5,669 | $720.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,685 | $722.0K | 0.07% | +5,685 | New |
| Visionary Wealth Advisors | 5,710 | $725.0K | 0.06% | +358+6.7% | Added |
| Sax Wealth Advisors, LLC | 5,739 | $729.0K | 0.18% | +5+0.1% | Added |
| TRUE Private Wealth Advisors | 6,546 | $730.0K | 0.10% | −541−7.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 5,759 | $731.0K | 0.39% | +2,656+85.6% | Added |
| Kozak & Associates, Inc. | 6,261 | $732.0K | 0.47% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 5,792 | $735.2K | 0.31% | −1,035−15.2% | Reduced |
| Congress Wealth Management LLC | 5,801 | $736.0K | 0.02% | −1,645−22.1% | Reduced |
| Forum Financial Management, LP | 5,808 | $737.0K | 0.04% | −552−8.7% | Reduced |
| Veriti Management LLC | 5,816 | $738.0K | 0.09% | +1,221+26.6% | Added |
| Salem Investment Counselors Inc | 5,845 | $742.0K | 0.03% | −2,702−31.6% | Reduced |
| Ropes Wealth Advisors LLC | 5,868 | $745.0K | 0.13% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,880 | $746.0K | 0.14% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,836 | $748.0K | 0.27% | +2,869+96.7% | Added |
| Boulder Hill Capital Management LP | 5,900 | $749.0K | 0.40% | +5,900 | New |
| Samalin Investment Counsel, LLC | 5,916 | $751.0K | 0.46% | −804−12.0% | Reduced |
| Nicolet Bankshares Inc | 5,923 | $752.0K | 0.16% | +307+5.5% | Added |
| Domani Wealth, LLC | 5,934 | $753.0K | 0.16% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,964 | $757.0K | 0.19% | +5,964 | New |
| Wagner Wealth Management, LLC | 5,972 | $758.0K | 0.53% | +3,013+101.8% | Added |
| Donoghue Forlines LLC | 6,000 | $762.0K | 0.17% | −6,669−52.6% | Reduced |
| Heritage Wealth Advisors | 6,005 | $762.0K | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $762.0K | 0.25% | 00.0% | Unchanged |
| First National Trust Co | 6,024 | $765.0K | 0.04% | +267+4.6% | Added |
| Johnson Financial Group, Inc. | 6,042 | $767.0K | 0.05% | +4,421+272.7% | Added |
| IHT Wealth Management, LLC | 6,059 | $769.0K | 0.06% | +1,374+29.3% | Added |
| Overbrook Management Corp | 6,065 | $770.0K | 0.17% | +280+4.8% | Added |
| LWM Advisory Services, LLC | 6,103 | $772.0K | 0.96% | −70−1.1% | Reduced |
| Nwam LLC | 6,114 | $776.0K | 0.06% | −184−2.9% | Reduced |
| Kingfisher Capital LLC | 6,125 | $777.0K | 0.20% | +60+1.0% | Added |
| Lincoln Capital Corp | 6,187 | $785.0K | 0.41% | −738−10.7% | Reduced |
| Centric Wealth Management | 6,181 | $785.0K | 0.25% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,199 | $787.0K | 0.22% | −1,824−22.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,370 | $793.0K | 0.03% | −1,059−12.6% | Reduced |
| BDO Wealth Advisors, LLC | 6,244 | $793.0K | 0.08% | +606+10.7% | Added |
| Burns J W & Co Inc | 6,265 | $795.0K | 0.13% | −2,200−26.0% | Reduced |
| Financial Engines Advisors L.L.C. | 6,264 | $795.0K | 0.00% | +688+12.3% | Added |
| B. Riley Wealth Management, Inc. | 6,274 | $796.0K | 0.06% | −5,366−46.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 6,304 | $800.0K | 0.09% | −24−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 6,306 | $801.0K | 0.04% | −4,399−41.1% | Reduced |
| Pitcairn Co | 6,333 | $804.0K | 0.07% | −519−7.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,350 | $806.0K | 0.71% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 6,373 | $809.0K | 0.48% | +20.0% | Added |
| SRS Capital Advisors, Inc. | 6,380 | $810.0K | 0.11% | +144+2.3% | Added |
| Avestar Capital, LLC | 6,432 | $816.0K | 0.15% | +3,484+118.2% | Added |
| WBH Advisory Inc | 7,540 | $817.0K | 0.10% | +16+0.2% | Added |
| 1620 Investment Advisors, Inc. | 6,311 | $817.0K | 0.89% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 6,460 | $820.0K | 0.09% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 6,489 | $824.0K | 0.18% | +685+11.8% | Added |
| Atlantic Union Bankshares Corp | 6,504 | $826.0K | 0.07% | −100−1.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,516 | $827.0K | 0.03% | +578+9.7% | Added |
| Norway Savings Bank | 6,518 | $827.0K | 0.37% | +1,480+29.4% | Added |
| Signet Financial Management, LLC | 6,517 | $827.0K | 0.14% | +3,439+111.7% | Added |