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; 2,158 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
- +59 vs. Q4 2021
- Shares held
- 442.8M
- +6.48M (+1.5%) vs. Q4 2021
- Total value
- $55.9B
- −$336.0M (−0.6%) vs. Q4 2021
- New holders
- 170
- 703 more added
- Sold out
- 111
- 541 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 | 2,158 | $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 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $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 |
|---|---|---|---|---|---|
| Overbrook Management Corp | 6,065 | $770.0K | 0.17% | +280+4.8% | Added |
| IHT Wealth Management, LLC | 6,059 | $769.0K | 0.06% | +1,374+29.3% | Added |
| Johnson Financial Group, Inc. | 6,042 | $767.0K | 0.05% | +4,421+272.7% | Added |
| First National Trust Co | 6,024 | $765.0K | 0.04% | +267+4.6% | 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 |
| Wagner Wealth Management, LLC | 5,972 | $758.0K | 0.53% | +3,013+101.8% | Added |
| Fund Management at Engine No. 1 LLC | 5,964 | $757.0K | 0.19% | +5,964 | New |
| Domani Wealth, LLC | 5,934 | $753.0K | 0.16% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,923 | $752.0K | 0.16% | +307+5.5% | Added |
| Samalin Investment Counsel, LLC | 5,916 | $751.0K | 0.46% | −804−12.0% | Reduced |
| Boulder Hill Capital Management LP | 5,900 | $749.0K | 0.40% | +5,900 | New |
| Wambolt & Associates, LLC | 5,836 | $748.0K | 0.27% | +2,869+96.7% | Added |
| Curbstone Financial Management Corp | 5,880 | $746.0K | 0.14% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,868 | $745.0K | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,845 | $742.0K | 0.03% | −2,702−31.6% | Reduced |
| Veriti Management LLC | 5,816 | $738.0K | 0.09% | +1,221+26.6% | Added |
| Forum Financial Management, LP | 5,808 | $737.0K | 0.04% | −552−8.7% | Reduced |
| Congress Wealth Management LLC | 5,801 | $736.0K | 0.02% | −1,645−22.1% | Reduced |
| Southland Equity Partners LLC | 5,792 | $735.2K | 0.31% | −1,035−15.2% | Reduced |
| Kozak & Associates, Inc. | 6,261 | $732.0K | 0.47% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 5,759 | $731.0K | 0.39% | +2,656+85.6% | Added |
| TRUE Private Wealth Advisors | 6,546 | $730.0K | 0.10% | −541−7.6% | Reduced |
| Sax Wealth Advisors, LLC | 5,739 | $729.0K | 0.18% | +5+0.1% | Added |
| Visionary Wealth Advisors | 5,710 | $725.0K | 0.06% | +358+6.7% | Added |
| Financial Advisory Service, Inc. | 5,685 | $722.0K | 0.07% | +5,685 | New |
| Davis R M Inc | 5,669 | $720.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5,647 | $717.0K | 0.45% | +1,309+30.2% | Added |
| 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 |
| Options Solutions, LLC | 5,636 | $715.0K | 0.75% | −267−4.5% | Reduced |
| Intrua Financial, LLC | 5,626 | $714.0K | 0.13% | −5,072−47.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,600 | $711.0K | 0.36% | −225−3.9% | Reduced |
| Cladis Investment Advisory, LLC | 5,600 | $710.9K | 0.58% | +500+9.8% | 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 |
| Israel Discount Bank of New York | 5,537 | $703.0K | 0.46% | +90+1.7% | Added |
| 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 |
| Powell Investment Advisors, LLC | 5,521 | $701.0K | 0.41% | 00.0% | Unchanged |
| 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 |
| Herold Advisors, Inc. | 5,511 | $699.7K | 0.25% | +786+16.6% | Added |
| Merrion Investment Management Co, LLC | 5,500 | $698.0K | 0.51% | 00.0% | Unchanged |
| South State Corp. | 5,482 | $697.0K | 0.06% | +2,551+87.0% | Added |
| Dowling & Yahnke LLC | 5,482 | $696.0K | 0.03% | −8−0.1% | Reduced |
| Wesbanco Bank Inc | 5,473 | $695.0K | 0.03% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 5,442 | $691.0K | 0.59% | +247+4.8% | 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 |
| Old Port Advisors | 5,378 | $689.0K | 0.23% | +563+11.7% | Added |
| 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 |
| Advisor Partners LLC | 5,362 | $681.0K | 0.04% | −277−4.9% | Reduced |
| Bruderman Asset Management, LLC | 5,332 | $680.0K | 1.03% | +5,332 | New |
| Spinnaker Investment Group, LLC | 5,143 | $678.0K | 0.22% | +22+0.4% | Added |
| 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 |
| Vaughan & Co Securities, Inc. | 5,310 | $674.0K | 0.47% | −142−2.6% | Reduced |
| 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 |
| 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 |
| Cornerstone Advisory, LLC | 5,233 | $665.0K | 0.10% | +883+20.3% | Added |
| Altium Wealth Management LLC | 5,230 | $664.0K | 0.04% | +376+7.7% | Added |
| Van Cleef Asset Management,Inc | 5,224 | $663.0K | 0.10% | −121−2.3% | Reduced |
| US Financial Advisors, LLC | 5,187 | $658.0K | 0.32% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,041 | $652.0K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 5,103 | $648.0K | 0.02% | +1,586+45.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,095 | $646.0K | 0.03% | +675+15.3% | Added |
| OneAscent Wealth Management LLC | 5,062 | $643.0K | 0.32% | +2,839+127.7% | Added |
| McDaniel Terry & Co | 5,055 | $642.0K | 0.07% | +5,055 | New |
| West Bancorporation Inc | 5,048 | $641.0K | 0.40% | +5,000+10,416.7% | Added |
| Bluestein R H & Co | 5,005 | $635.0K | 0.03% | −7,585−60.2% | Reduced |
| LSP Investment Advisors, LLC | 5,000 | $635.0K | 0.19% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,986 | $632.9K | 0.08% | +465+10.3% | Added |
| Sterneck Capital Management, LLC | 4,975 | $632.0K | 0.38% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,975 | $632.0K | 0.04% | +4,975 | New |
| EPG Wealth Management LLC | 4,972 | $631.0K | 0.22% | −129−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,928 | $626.0K | 0.03% | −1,305−20.9% | Reduced |
| Perennial Advisors, LLC | 4,917 | $624.0K | 0.17% | +800+19.4% | Added |
| Wimmer Associates 1, LLC | 4,888 | $620.0K | 0.34% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,885 | $620.0K | 0.23% | +380+8.4% | Added |
| Revolve Wealth Partners, LLC | 4,888 | $620.0K | 0.18% | +486+11.0% | Added |
| Portland Global Advisors LLC | 4,875 | $619.0K | 0.11% | −2,075−29.9% | Reduced |
| Plotkin Financial Advisors, LLC | 4,853 | $616.0K | 0.43% | −1,000−17.1% | Reduced |
| Meristem Family Wealth, LLC | 4,855 | $616.0K | 0.07% | −1,814−27.2% | Reduced |
| Security Asset Management | 4,851 | $616.0K | 0.26% | +20.0% | Added |
| Kistler-Tiffany Companies, LLC | 4,845 | $615.0K | 0.12% | 00.0% | Unchanged |
| Surevest, LLC | 4,841 | $615.0K | 0.15% | +4,841 | New |
| Mission Wealth Management, LP | 4,827 | $612.0K | 0.03% | +320+7.1% | Added |
| Bragg Financial Advisors, Inc | 4,821 | $612.0K | 0.04% | +2,321+92.8% | Added |
| Adviser Investments LLC | 4,730 | $600.0K | 0.04% | −532−10.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 4,720 | $599.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,717 | $599.0K | 0.03% | +3,023+178.5% | Added |
| Assenagon Asset Management S.A. | 4,710 | $598.0K | 0.00% | −77−1.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,695 | $596.0K | 0.02% | −980−17.3% | Reduced |