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, Q3 2022
Institutional positions in Blackstone Inc. as of Sep 30, 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
- 1,533
- −29 vs. Q2 2022
- Shares held
- 444.1M
- +7.00M (+1.6%) vs. Q2 2022
- Total value
- $37.2B
- −$2.69B (−6.7%) vs. Q2 2022
- New holders
- 87
- 732 more added
- Sold out
- 116
- 486 more reduced
23 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Financial, LLC | 4,346 | $363.8K | 0.03% | +1,054+32.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 4,361 | $365.0K | 0.21% | +280+6.9% | Added |
| BSW Wealth Partners | 4,375 | $366.0K | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,382 | $367.0K | 0.03% | −175−3.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,379 | $367.0K | 0.14% | +190+4.5% | Added |
| Masso Torrence Wealth Management Inc. | 4,394 | $368.0K | 0.32% | −233−5.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,393 | $368.0K | 0.28% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4,400 | $368.0K | 0.10% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 4,393 | $368.0K | 0.46% | +383+9.6% | Added |
| Blackston Financial Advisory Group, LLC | 4,041 | $368.0K | 0.26% | +559+16.1% | Added |
| Boltwood Capital Management | 4,410 | $369.0K | 0.17% | +948+27.4% | Added |
| Redmont Wealth Advisors LLC | 4,425 | $370.0K | 0.48% | +495+12.6% | Added |
| NVWM, LLC | 4,429 | $370.0K | 0.15% | +4,429 | New |
| Pacific Global Investment Management CO | 4,431 | $371.0K | 0.09% | +90+2.1% | Added |
| Anchor Investment Management, LLC | 4,486 | $375.5K | 0.06% | −500−10.0% | Reduced |
| PBMares Wealth Management LLC | 4,493 | $376.0K | 0.16% | +500+12.5% | Added |
| Gradient Capital Advisors, LLC | 4,487 | $376.0K | 0.18% | +4,487 | New |
| Round Rock Advisors, LLC | 4,494 | $376.0K | 0.17% | +4,494 | New |
| Sage Mountain Advisors LLC | 4,505 | $377.0K | 0.10% | +328+7.9% | Added |
| Crossmark Global Holdings, Inc. | 4,526 | $379.0K | 0.01% | −75−1.6% | Reduced |
| NCM Capital Management, LLC | 4,554 | $381.0K | 0.29% | +225+5.2% | Added |
| Prio Wealth Limited Partnership | 4,577 | $383.1K | 0.02% | −51−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,616 | $386.0K | 0.02% | −95−2.0% | Reduced |
| Smithfield Trust Co | 4,618 | $386.0K | 0.03% | +666+16.9% | Added |
| Triumph Capital Management | 4,625 | $387.0K | 0.21% | +1,210+35.4% | Added |
| Regatta Capital Group, LLC | 4,259 | $389.0K | 0.16% | 00.0% | Unchanged |
| Keel Point, LLC | 4,708 | $394.0K | 0.07% | +943+25.0% | Added |
| Wimmer Associates 1, LLC | 4,343 | $396.0K | 0.26% | −695−13.8% | Reduced |
| BBR Partners, LLC | 4,726 | $396.0K | 0.05% | +72+1.5% | Added |
| Arcus Capital Partners, LLC | 4,750 | $398.0K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,750 | $398.0K | 0.04% | +1,762+59.0% | Added |
| Sargent Bickham Lagudis LLC | 4,792 | $401.0K | 0.04% | −297−5.8% | Reduced |
| 1620 Investment Advisors, Inc. | 4,799 | $402.0K | 0.59% | +100+2.1% | Added |
| Sanford Advisory Services, LLC | 4,806 | $402.0K | 0.11% | +197+4.3% | Added |
| Cadinha & Co LLC | 4,813 | $403.0K | 0.14% | −715−12.9% | Reduced |
| LCNB Corp | 4,815 | $403.0K | 0.22% | +4,815 | New |
| Balasa Dinverno & Foltz LLC | 4,831 | $404.0K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,844 | $405.0K | 0.08% | +64+1.3% | Added |
| LexAurum Advisors, LLC | 4,850 | $406.0K | 0.16% | −2,846−37.0% | Reduced |
| Plotkin Financial Advisors, LLC | 4,853 | $406.2K | 0.41% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,865 | $407.0K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,866 | $407.0K | 0.04% | +615+14.5% | Added |
| GM Advisory Group, Inc. | 4,867 | $407.0K | 0.05% | +4,867 | New |
| Perennial Advisors, LLC | 4,870 | $408.0K | 0.13% | +10.0% | Added |
| Dowling & Yahnke LLC | 4,913 | $411.0K | 0.02% | +10.0% | Added |
| Leonteq Securities AG | 4,915 | $411.4K | 0.02% | +774+18.7% | Added |
| Mission Wealth Management, LP | 4,927 | $412.0K | 0.02% | +95+2.0% | Added |
| Advisor Partners II, LLC | 4,925 | $412.0K | 0.03% | +4,925 | New |
| Benjamin F. Edwards & Company, Inc. | 4,950 | $414.0K | 0.02% | +216+4.6% | Added |
| Fisher Asset Management, LLC | 4,962 | $415.0K | 0.00% | −744−13.0% | Reduced |
| Brown Advisory Securities, LLC | 4,956 | $416.0K | 1.52% | −7,528−60.3% | Reduced |
| Guinness Asset Management LTD | 4,983 | $417.0K | 0.01% | −430−7.9% | Reduced |
| Bluestein R H & Co | 5,005 | $419.0K | 0.03% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 5,000 | $419.0K | 0.18% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $419.0K | 0.11% | +5,000 | New |
| Montecito Bank & Trust | 5,036 | $421.0K | 0.11% | −240−4.5% | Reduced |
| McDaniel Terry & Co | 5,055 | $423.0K | 0.05% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,048 | $423.0K | 0.31% | 00.0% | Unchanged |
| Morton Capital Management LLC | 5,055 | $423.1K | 0.19% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 5,070 | $424.0K | 0.12% | −2,039−28.7% | Reduced |
| Vanguard Capital Wealth Advisors | 5,067 | $424.0K | 0.52% | −100−1.9% | Reduced |
| Old North State Trust, LLC | 5,061 | $424.0K | 0.37% | +5,056+101,120.0% | Added |
| Kozak & Associates, Inc. | 5,099 | $425.0K | 0.27% | −1,343−20.8% | Reduced |
| Curi Capital | 5,088 | $426.0K | 0.07% | +3,284+182.0% | Added |
| Virtue Capital Management, LLC | 5,119 | $428.0K | 0.07% | −111−2.1% | Reduced |
| StrategIQ Financial Group, LLC | 5,133 | $430.0K | 0.05% | +2,620+104.3% | Added |
| First Pacific Advisors, LP | 5,146 | $431.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5,170 | $433.0K | 0.27% | −37−0.7% | Reduced |
| Collective Family Office LLC | 5,200 | $435.0K | 0.22% | +5,200 | New |
| Octavia Wealth Advisors, LLC | 5,225 | $437.0K | 0.12% | +20.0% | Added |
| Founders Financial Securities LLC | 5,218 | $437.0K | 0.08% | +167+3.3% | Added |
| Fort Point Capital Partners LLC | 5,220 | $437.0K | 0.08% | +270+5.5% | Added |
| Alpha Cubed Investments, LLC | 5,231 | $438.0K | 0.03% | −2,691−34.0% | Reduced |
| Salem Investment Counselors Inc | 5,234 | $438.0K | 0.02% | −765−12.8% | Reduced |
| Van Cleef Asset Management,Inc | 5,229 | $438.0K | 0.08% | +20.0% | Added |
| Symmetry Partners, LLC | 5,271 | $441.0K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,324 | $446.0K | 0.00% | −53,498−90.9% | Reduced |
| EPG Wealth Management LLC | 5,366 | $449.0K | 0.18% | +360+7.2% | Added |
| Harvest Fund Management Co., Ltd | 5,377 | $450.0K | 0.13% | −3,065−36.3% | Reduced |
| Burns J W & Co Inc | 5,375 | $450.0K | 0.09% | −240−4.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,375 | $450.0K | 0.04% | +19+0.4% | Added |
| Adviser Investments LLC | 5,416 | $453.0K | 0.03% | +141+2.7% | Added |
| McDonald Partners LLC | 5,433 | $455.0K | 0.17% | −8,092−59.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,439 | $455.0K | 0.08% | −2,038−27.3% | Reduced |
| Spinnaker Investment Group, LLC | 5,426 | $455.0K | 0.18% | +262+5.1% | Added |
| RMB Capital Management, LLC | 5,437 | $455.0K | 0.02% | +324+6.3% | Added |
| Verus Capital Partners, LLC | 5,445 | $456.0K | 0.09% | +120+2.3% | Added |
| ICA Group Wealth Management, LLC | 5,482 | $459.0K | 0.10% | +403+7.9% | Added |
| Merrion Investment Management Co, LLC | 5,500 | $460.0K | 0.45% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,500 | $460.0K | 0.28% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 5,521 | $462.0K | 0.30% | −400−6.8% | Reduced |
| Stonnington Group, LLC | 5,283 | $463.0K | 0.13% | −2,751−34.2% | Reduced |
| Slow Capital, Inc. | 5,535 | $463.0K | 0.10% | +1,032+22.9% | Added |
| Truvestments Capital LLC | 5,547 | $464.0K | 0.29% | +1,645+42.2% | Added |
| Lincoln Capital Corp | 5,550 | $465.0K | 0.31% | −912−14.1% | Reduced |
| Charter Trust Co | 5,572 | $467.0K | 0.04% | −68−1.2% | Reduced |
| Arkadios Wealth Advisors | 5,590 | $468.0K | 0.07% | +3,050+120.1% | Added |
| Wealth Alliance | 5,605 | $469.0K | 0.09% | +460+8.9% | Added |
| Rappaport Reiches Capital Management, LLC | 5,610 | $469.6K | 0.24% | −154−2.7% | Reduced |
| Meridian Wealth Advisors, LLC | 5,635 | $472.0K | 0.13% | +400+7.6% | Added |