Skip to main content

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.

Institutional holdersQ1 2022: 1,676 institutions
Q1 2021: 1,188 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,438 institutionsQ4 2021: 1,637 institutionsQ1 2022: 1,676 institutionsQ2 2022: 1,585 institutionsQ3 2022: 1,533 institutionsQ4 2022: 1,554 institutionsQ1 2023: 1,561 institutionsQ2 2023: 1,585 institutionsQ3 2023: 1,667 institutionsQ4 2023: 1,809 institutionsQ1 2024: 1,848 institutionsQ2 2024: 1,865 institutionsQ3 2024: 1,938 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,084 institutionsQ2 2025: 2,112 institutionsQ3 2025: 2,205 institutionsQ4 2025: 2,287 institutionsQ1 2026: 2,137 institutionsQ2 2026: 2,158 institutions
Value heldQ1 2022: $55.9B
Q1 2021: $30.8BQ2 2021: $41.9BQ3 2021: $49.6BQ4 2021: $56.3BQ1 2022: $55.9BQ2 2022: $39.9BQ3 2022: $37.2BQ4 2022: $33.9BQ1 2023: $40.3BQ2 2023: $42.4BQ3 2023: $53.3BQ4 2023: $65.6BQ1 2024: $64.9BQ2 2024: $61.6BQ3 2024: $77.8BQ4 2024: $88.4BQ1 2025: $71.5BQ2 2025: $76.6BQ3 2025: $87.1BQ4 2025: $79.0BQ1 2026: $60.3BQ2 2026: $63.4B
Institutions holding BX and their total value by quarter
QuarterHoldersValue
Q2 20262,158$63.4B
Q1 20262,137$60.3B
Q4 20252,287$79.0B
Q3 20252,205$87.1B
Q2 20252,112$76.6B
Q1 20252,084$71.5B
Q4 20242,135$88.4B
Q3 20241,938$77.8B
Q2 20241,865$61.6B
Q1 20241,848$64.9B
Q4 20231,809$65.6B
Q3 20231,667$53.3B
Q2 20231,585$42.4B
Q1 20231,561$40.3B
Q4 20221,554$33.9B
Q3 20221,533$37.2B
Q2 20221,585$39.9B
Q1 20221,676$55.9B
Q4 20211,637$56.3B
Q3 20211,438$49.6B
Q2 20211,323$41.9B
Q1 20211,188$30.8B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q4 2021.

Institutions holding BX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthsource Partners, LLC33,095$4.20M0.28%+14,885+81.7%Added
Lake Street Advisors Group, LLC32,794$4.16M0.27%+39+0.1%Added
AXA S.A.32,731$4.15M0.01%+32,731New
Corient Capital Partners, LLC32,597$4.14M0.27%+12,795+64.6%Added
Seven Eight Capital, LP32,186$4.09M0.54%+32,186New
Birinyi Associates Inc31,775$4.03M1.39%+7,400+30.4%Added
Strategic Capital Advisers, Inc.31,752$4.03M3.07%−1,450−4.4%Reduced
Ellsworth Advisors, LLC33,229$4.00M1.41%−4,949−13.0%Reduced
Great Diamond Partners, LLC31,449$3.99M1.11%−4,879−13.4%Reduced
Financial Architects, Inc31,421$3.99M0.57%+2,318+8.0%Added
Aptus Capital Advisors, LLC31,248$3.97M0.12%+4,795+18.1%Added
Putnam Investments LLC31,239$3.97M0.01%+31,239New
Conway Capital Management, Inc.30,280$3.84M2.46%+397+1.3%Added
Kore Private Wealth LLC30,266$3.84M0.48%+181+0.6%Added
Holderness Investments Co30,052$3.81M1.27%−278−0.9%Reduced
Naples Global Advisors, LLC29,948$3.80M0.44%+672+2.3%Added
Laidlaw Wealth Management LLC29,925$3.80M0.63%+1,061+3.7%Added
Integrated Wealth Concepts LLC29,809$3.78M0.12%−197−0.7%Reduced
Castellan Group, LLC29,777$3.78M2.62%+11,987+67.4%Added
Johnson Investment Counsel Inc29,723$3.77M0.05%+3,212+12.1%Added
Allstate Corp29,562$3.75M0.10%−17,018−36.5%Reduced
Zeke Capital Advisors, LLC29,405$3.73M0.19%+561+1.9%Added
Penserra Capital Management LLC29,286$3.72M0.09%+29,286New
Lake Street Financial LLC29,267$3.71M0.67%+1,312+4.7%Added
Fred Alger Management, LLC29,155$3.70M0.01%+507+1.8%Added
American Portfolios Advisors29,131$3.70M0.13%−10,152−25.8%Reduced
Evergreen Capital Management LLC29,113$3.70M0.15%+24,274+501.6%Added
AE Wealth Management LLC29,083$3.69M0.03%+3,574+14.0%Added
Wedbush Securities Inc29,016$3.68M0.17%+1,434+5.2%Added
Parallax Volatility Advisers, L.P.28,979$3.68M0.09%+26,630+1,133.7%Added
U.S. Capital Wealth Advisors, LLC28,943$3.67M0.13%−419−1.4%Reduced
Dark Forest Capital Management LP28,878$3.67M0.86%+28,878New
Capital Planning Advisors, LLC28,649$3.64M0.78%+739+2.6%Added
AIA Group Ltd28,621$3.63M0.16%+9,155+47.0%Added
Somerset Group LLC28,571$3.63M2.60%00.0%Unchanged
Westover Capital Advisors, LLC28,514$3.62M1.13%+24,485+607.7%Added
Glassy Mountain Advisors, Inc.28,491$3.62M1.86%+1,647+6.1%Added
Grandview Asset Management LLC28,208$3.58M1.51%+505+1.8%Added
1st Source Bank28,016$3.56M0.22%+1,834+7.0%Added
TrinityPoint Wealth, LLC27,960$3.55M0.64%+856+3.2%Added
Retirement Planning Co of New England, Inc.27,924$3.54M2.00%+1,489+5.6%Added
Kingsview Wealth Management, LLC27,908$3.54M0.16%+4,119+17.3%Added
Glenmede Trust Co NA27,913$3.54M0.02%+183+0.7%Added
Zevenbergen Capital Investments LLC27,800$3.53M0.09%+2,810+11.2%Added
CWM, LLC27,747$3.52M0.02%−1,206−4.2%Reduced
TownSquare Capital, LLC27,679$3.51M0.09%+9,202+49.8%Added
Parallel Advisors, LLC27,446$3.49M0.14%−536−1.9%Reduced
Global Retirement Partners, LLC32,046$3.46M0.27%+4,775+17.5%Added
Westside Investment Management, Inc.27,221$3.46M0.04%−80.0%Reduced
Citizens Business Bank27,155$3.45M0.42%00.0%Unchanged
Means Investment Co., Inc.26,713$3.39M0.61%+2,244+9.2%Added
Tyler-Stone Wealth Management26,638$3.38M1.86%+496+1.9%Added
Abbot Financial Management, Inc.26,523$3.37M1.64%−721−2.6%Reduced
NN Investment Partners Holdings N.V.26,487$3.36M0.02%−19,802−42.8%Reduced
Northcape Wealth Management, LLC26,381$3.35M0.98%+24,631+1,407.5%Added
Comerica Bank27,332$3.29M0.02%−6,946−20.3%Reduced
Beech Hill Advisors, Inc.25,900$3.29M1.34%+100+0.4%Added
Wiley Bros.-Aintree Capital, LLC25,833$3.28M1.84%−87−0.3%Reduced
Vontobel Holding Ltd.25,692$3.27M0.03%−22,097−46.2%Reduced
Cohen Investment Advisors LLC25,622$3.25M2.42%−34−0.1%Reduced
First Manhattan Co25,558$3.24M0.01%−770−2.9%Reduced
Agf Investments Inc.25,466$3.23M0.02%−614,042−96.0%Reduced
Banque Cantonale Vaudoise25,400$3.22M0.14%+15,200+149.0%Added
Snowden Capital Advisors LLC25,394$3.22M0.13%+3,401+15.5%Added
Commerce Bank25,327$3.21M0.02%−594−2.3%Reduced
Ascent Group, LLC25,328$3.21M0.37%+478+1.9%Added
Penbrook Management LLC25,255$3.21M2.08%+475+1.9%Added
RKL Wealth Management LLC25,136$3.19M0.38%−546−2.1%Reduced
Q Capital Solutions25,025$3.18M2.60%+1,975+8.6%Added
Kentucky Farm Bureau Mutual Insurance Co25,000$3.17M0.87%00.0%Unchanged
Aviance Capital Partners, LLC24,949$3.17M0.58%+1,611+6.9%Added
Paradigm Financial Partners, LLC26,764$3.17M0.70%−5,846−17.9%Reduced
Compass Ion Advisors, LLC24,936$3.17M0.98%+291+1.2%Added
Boston Financial Mangement LLC24,900$3.16M0.12%−200−0.8%Reduced
Anfield Capital Management, LLC24,846$3.15M1.15%−21,284−46.1%Reduced
Oxbow Advisors, LLC24,755$3.14M0.32%+2,921+13.4%Added
Berkshire Asset Management LLC24,744$3.14M0.20%00.0%Unchanged
Boston Private Wealth LLC24,628$3.13M0.04%−8,852−26.4%Reduced
SFE Investment Counsel24,626$3.13M0.79%−798−3.1%Reduced
Next Level Private LLC24,506$3.11M2.51%+491+2.0%Added
Dai-Ichi Life Insurance Company, Ltd24,502$3.11M0.05%00.0%Unchanged
Poehling Capital Management, LLC24,419$3.10M0.96%+453+1.9%Added
Prudential PLC24,337$3.09M0.04%+15,283+168.8%Added
J.W. Cole Advisors, Inc.24,278$3.08M0.21%−1,089−4.3%Reduced
JustInvest LLC24,272$3.08M0.15%+5,576+29.8%Added
Kaizen Financial Strategies24,100$3.06M2.40%+6,624+37.9%Added
Modus Advisors, LLC24,036$3.05M1.34%+494+2.1%Added
Sutton Wealth Advisors Inc.23,966$3.04M1.05%−1,005−4.0%Reduced
Ci Investments Inc.23,934$3.04M0.01%−8,965−27.3%Reduced
Bradley Mark J.23,927$3.04M2.16%−505−2.1%Reduced
Baldrige Asset Management LLC23,895$3.03M1.24%−4,203−15.0%Reduced
Spirit of America Management Corp23,800$3.02M0.59%+3,500+17.2%Added
Intellectus Partners, LLC23,588$2.99M0.89%−382−1.6%Reduced
Vestcor Inc23,564$2.99M0.10%+15,098+178.3%Added
Diligent Investors, LLC23,509$2.98M0.87%−586−2.4%Reduced
Gladstone Institutional Advisory LLC23,431$2.97M0.20%+19,114+442.8%Added
Alaethes Wealth LLC23,305$2.96M1.88%+2,368+11.3%Added
Bard Financial Services, Inc.23,275$2.96M0.24%+2,225+10.6%Added
Prudential Financial Inc23,220$2.95M0.00%−13,318−36.4%Reduced
Hennion & Walsh Asset Management, Inc.23,159$2.94M0.16%+11,400+96.9%Added