BLACKSTONE INC (BX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
93
Reporting holders
$177.8M
Reported value
0.8%
Calls
1.0%
Puts
-2,070
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $67.9M | 605,982 | 0.91% | 29q | -1.1%-$768.3K |
| Mirador Capital Partners LP | $12.6M | 112,150 | 1.46% | 29q | +1.4%+$168.9K |
| Private Capital Advisors, Inc. | $8.6M | 77,047 | 0.75% | 30q | -1.3%-$112.1K |
| Farther Finance Advisors, LLC | $8.2M | 72,852 | 0.06% | 16q | -1.8%-$152.5K |
| MassMutual Private Wealth & Trust, FSB | $8.0M | 71,290 | 0.21% | 20q | -1.8%-$148.6K |
| Venture Visionary Partners LLC | $7.1M | 63,169 | 0.19% | 28q | +4.6%+$312.2K |
| CenterStar Asset Management, LLC | $4.6M | 13,256 | 1.07% | new | NEW |
| Werlinich Asset Management, LLC | $4.2M | 37,357 | 1.62% | 23q | HELD |
| Bill Few Associates, Inc. | $4.0M | 36,089 | 0.83% | 20q | -2.3%-$93.8K |
| Dupree Financial Group, LLC | $3.8M | 34,095 | 1.38% | 3q | +1.9%+$72.7K |
| Gallagher Capital Advisors, LLC | $3.0M | 26,376 | 1.58% | 8q | +1.2%+$35.4K |
| Wedmont Private Capital | $2.6M | 23,206 | 0.06% | 20q | +82.5%+$1.2M |
| Kaizen Financial Strategies | $2.4M | 21,490 | 0.95% | 23q | +1.0%+$24.7K |
| GAMMA Investing LLC | $2.0M | 18,067 | 0.07% | 12q | +11.6%+$210.3K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $2.0M | 17,824 | 0.07% | 29q | +5.3%+$100.2K |
| Valeo Financial Advisors, LLC | $1.9M | 17,306 | 0.04% | 30q | +12.2%+$211.4K |
| Coastline Trust Co | $1.9M | 17,072 | 0.18% | 20q | -3.7%-$72.9K |
| Avidian Wealth Enterprises, LLC | $1.9M | 16,680 | 0.05% | 27q | +6.1%+$107.9K |
| Apella Capital, LLC | $1.8M | 16,297 | 0.02% | 26q | +3.6%+$63.7K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $1.6M | 14,455 | 0.04% | 22q | -2.5%-$42.0K |
| AVITY INVESTMENT MANAGEMENT INC. | $1.3M | 11,585 | 0.08% | 12q | HELD |
| EASTERN BANK | $1.2M | 10,822 | 0.02% | 9q | +7.5%+$85.0K |
| Cooper Financial Group | $1.2M | 10,527 | 0.09% | 28q | -2.4%-$28.7K |
| Parrish Capital LLC | $1.2M | 10,513 | 1.15% | 4q | -1.6%-$19.1K |
| ANB BANK | $1.2M | 10,385 | 0.41% | 8q | -1.6%-$18.5K |
| Investors Research Corp | $1.1M | 9,513 | 0.19% | 6q | -1.3%-$14.0K |
| Arbor Wealth Advisors LLC | $1.1M | 9,370 | 0.65% | 4q | HELD |
| Boltwood Capital Management | $1.0M | 9,221 | 0.23% | 19q | +2.5%+$25.2K |
| Adams Asset Advisors, LLC | $986.4K | 8,800 | 0.10% | new | NEW |
| Cox Capital Mgt LLC | $909.5K | 8,114 | 0.51% | 4q | -0.7%-$6.5K |
| CHAPIN DAVIS, INC. | $868.6K | 7,749 | 0.17% | 16q | -0.7%-$6.5K |
| Investment Partners Asset Management, Inc. | $834.8K | 7,448 | 0.45% | 12q | -0.8%-$6.5K |
| Worth Asset Management, LLC | $809.6K | 7,223 | 0.24% | new | NEW |
| Adelphi Trust Co | $770.1K | 6,870 | 0.51% | 4q | -1.5%-$12.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $650.2K | 5,800 | 0.13% | 3q | -0.5%-$3.6K |
| Shulman DeMeo Asset Management LLC | $624.7K | 5,595 | 0.12% | 3q | HELD |
| Montecito Bank & Trust | $609.1K | 5,434 | 0.09% | 22q | +2.9%+$17.3K |
| AMERICAN NATIONAL BANK & TRUST | $572.3K | 5,106 | 0.05% | 22q | -1.0%-$5.8K |
| ROCKLAND TRUST CO | $558.8K | 4,985 | 0.02% | 12q | +4.4%+$23.5K |
| Dale Q Rice Investment Management Ltd | $536.6K | 4,787 | 0.29% | 8q | HELD |
| Gridiron Partners, LLC | $499.2K | 4,454 | 0.25% | 12q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $431.4K | 3,849 | 0.26% | 16q | -1.8%-$7.8K |
| Galvin, Gaustad & Stein, LLC | $411.4K | 3,670 | 0.03% | 24q | -1.1%-$4.5K |
| SAPIENT CAPITAL LLC | $405.4K | 3,616 | 0.01% | 12q | -51.2%-$425.3K |
| DOLIVER ADVISORS, LP | $389.0K | 3,470 | 0.08% | 8q | HELD |
| Castle Rock Wealth Management, LLC | $373.1K | 3,291 | 0.07% | 26q | -3.7%-$14.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $366.5K | 3,270 | 0.00% | 20q | -47.1%-$325.7K |
| CoreCap Advisors, LLC | $362.1K | 3,230 | 0.01% | 19q | HELD |
| Grove Bank & Trust | $324.1K | 2,891 | 0.03% | 16q | -0.9%-$2.8K |
| ARMSTRONG ADVISORY GROUP, INC | $316.1K | 2,820 | 0.02% | 16q | -15.0%-$55.7K |
| Versant Capital Management, Inc | $310.5K | 2,770 | 0.03% | 27q | +6.7%+$19.6K |
| Veracity Capital LLC | $289.1K | 2,579 | 0.08% | 14q | +0.5%+$1.5K |
| PARK NATIONAL CORP /OH/ | $284.6K | 2,539 | 0.01% | 13q | -29.0%-$116.5K |
| YHB Investment Advisors, Inc. | $283.6K | 2,530 | 0.02% | 15q | -35.3%-$154.7K |
| Hardin Capital Partners, LLC | $269.0K | 2,400 | 0.13% | 10q | HELD |
| Red Spruce Capital, LLC | $265.8K | 2,371 | 0.09% | 8q | HELD |
| Breakwater Capital Group | $263.1K | 2,347 | 0.03% | 7q | HELD |
| RIVERSEDGE ADVISORS, LLC | $255.9K | 2,283 | 0.03% | 9q | +1.9%+$4.8K |
| Legacy Private Trust Co. | $250.0K | 2,230 | 0.01% | 14q | -1.3%-$3.4K |
| Everhart Financial Group, Inc. | $249.2K | 2,223 | 0.02% | 5q | -0.7%-$1.7K |
| Acropolis Investment Management, LLC | $245.4K | 2,189 | 0.01% | 3q | -28.6%-$98.4K |
| First Heartland Consultants, Inc. | $231.4K | 2,064 | 0.02% | 28q | -4.6%-$11.1K |
| Prota Financial, LLC | $231.3K | 2,061 | 0.15% | 4q | -1.5%-$3.5K |
| CENTRAL BANK & TRUST CO | $224.2K | 2,000 | 0.03% | 5q | -2.2%-$5.0K |
| Aletheian Wealth Advisors LLC | $219.4K | 1,957 | 0.09% | 6q | -6.7%-$15.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $213.6K | 1,906 | 0.02% | new | NEW |
| Monument Capital Management | $212.2K | 1,893 | 0.04% | new | NEW |
| BOS Asset Management, LLC | $207.2K | 1,849 | 0.05% | 16q | -16.2%-$40.0K |
| ACT WEALTH MANAGEMENT, LLC | $201.2K | 1,795 | 0.06% | new | NEW |
| Dakota Community Bank & Trust NA | $176.3K | 1,573 | 0.51% | 5q | +20.7%+$30.3K |
| ATWOOD & PALMER INC | $166.8K | 1,488 | 0.01% | 13q | -53.6%-$192.9K |
| Noble Wealth Management PBC | $121.4K | 1,083 | 0.05% | 7q | +0.8%+$1.0K |
| Davis Capital Management | $101.1K | 902 | 0.06% | 13q | -5.4%-$5.7K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $85.2K | 760 | 0.01% | new | NEW |
| Bank of New Hampshire | $71.2K | 635 | 0.02% | 19q | HELD |
| Trust Co | $59.4K | 530 | 0.01% | 28q | +1.7%+$1.0K |
| BURKETT FINANCIAL SERVICES, LLC | $57.2K | 510 | 0.02% | new | NEW |
| Bank & Trust Co | $53.0K | 473 | 0.03% | 10q | -9.9%-$5.8K |
| Rosenberg Matthew Hamilton | $46.9K | 418 | 0.01% | 20q | HELD |
| Wealth Enhancement Trust Services, Inc. | $37.5K | 335 | 0.00% | 4q | -59.4%-$54.9K |
| STEPH & CO | $26.7K | 238 | 0.01% | 11q | +9.7%+$2.4K |
| Border to Coast Pensions Partnership Ltd | $24.1K | 215,000 | 0.33% | 11q | +7.5%+$1.7K |
| GK Wealth Management LLC | $19.2K | 172 | 0.01% | new | NEW |
| TOMPKINS FINANCIAL CORP | $16.8K | 150 | 0.00% | 3q | HELD |
| Roxbury Financial LLC | $13.5K | 121 | 0.01% | 8q | -9.0%-$1.3K |
| ELEVATION WEALTH PARTNERS, LLC | $12.7K | 113 | 0.00% | 3q | +13.0%+$1.5K |
| Planning Strategies Inc. | $10.5K | 94 | 0.01% | 2q | +10.6%+$1.0K |
| NEVILLE RODIE & SHAW INC | $10.3K | 92,082 | 0.70% | 29q | -1.8% |
| Bangor Savings Bank | $8.4K | 75 | 0.00% | 9q | HELD |
| Hickory Point Bank & Trust | $8.4K | 75 | 0.01% | 3q | HELD |
| Marquette Asset Management, LLC | $6.1K | 54 | 0.00% | 2q | +107.7%+$3.1K |
| MJT & Associates Financial Advisory Group, Inc. | $3.1K | 28 | 0.00% | 5q | HELD |
| Miller Global Investments, LLC | $2.8K | 25 | 0.00% | 3q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $2.7K | 24 | 0.00% | new | NEW |
| Retirement Wealth Solutions LLC | $2.4K | 21 | 0.00% | 5q | +425.0%+$1.9K |
| CX Institutional | $547 | 4,877 | 0.01% | 12q | +5.7% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-18 | Baratta Joseph | Director | Sold | 100,000 | $12.4M ×2 |
| 2026-08-11 | Finley John G | Chief Legal Officer | Sold | 45,000 | $6.6M ×2 |
| 2026-08-04 | Sawhney Vikrant | Chief Administrative Officer | Sold | 30,000 | $4.1M ×2 |
| 2026-05-01 | Sawhney Vikrant | Chief Administrative Officer | Sold | 30,014 | $3.8M ×2 |
| 2026-08-11 | Payne David | Chief Accounting Officer | Sold | 9,500 | $1.4M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 93 | $177.8M | 1,558,351 | 11 | 26 | 39 | 1.8% |
| Q2 2026 | 2,163 | $76.0B | 600,022,123 | 161 | 875 | 684 | 7.2% |
| Q1 2026 | 2,132 | $65.3B | 534,471,391 | 163 | 862 | 754 | 6.0% |
| Q4 2025 | 2,298 | $83.6B | 516,326,791 | 143 | 831 | 689 | 4.8% |
| Q3 2025 | 2,219 | $96.7B | 537,789,941 | 211 | 807 | 632 | 5.0% |
| Q2 2025 | 2,128 | $82.6B | 522,423,354 | 147 | 882 | 615 | 5.3% |
| Q1 2025 | 2,098 | $75.6B | 514,945,756 | 145 | 816 | 643 | 5.0% |
| Q4 2024 | 2,160 | $95.0B | 515,591,231 | 150 | 645 | 679 | 6.4% |
| Q3 2024 | 1,959 | $86.0B | 529,501,887 | 183 | 647 | 626 | 5.8% |
| Q2 2024 | 1,877 | $67.5B | 512,947,358 | 121 | 633 | 601 | 6.0% |
| Q1 2024 | 1,864 | $78.3B | 560,321,643 | 138 | 608 | 618 | 6.2% |
| Q4 2023 | 1,834 | $75.3B | 539,323,731 | 151 | 531 | 656 | 6.4% |
| Q3 2023 | 1,684 | $57.3B | 503,552,807 | 181 | 531 | 533 | 5.9% |
| Q2 2023 | 1,595 | $46.1B | 463,338,319 | 117 | 524 | 548 | 6.5% |
| Q1 2023 | 1,570 | $43.9B | 466,630,159 | 143 | 571 | 506 | 6.7% |
| Q4 2022 | 1,564 | $38.0B | 469,888,302 | 120 | 512 | 590 | 7.3% |
| Q3 2022 | 1,535 | $39.6B | 450,966,932 | 79 | 656 | 441 | 4.7% |
| Q2 2022 | 1,590 | $41.8B | 436,988,503 | 119 | 669 | 475 | 4.5% |
| Q1 2022 | 1,678 | $58.0B | 440,896,041 | 152 | 635 | 505 | 3.7% |
| Q4 2021 | 1,633 | $59.1B | 436,287,083 | 156 | 498 | 489 | 4.7% |
| Q3 2021 | 1,439 | $51.9B | 425,454,527 | 176 | 425 | 495 | 4.6% |
| Q2 2021 | 1,325 | $43.4B | 431,622,169 | 183 | 420 | 392 | 3.5% |
| Q1 2021 | 1,195 | $31.8B | 413,583,235 | 116 | 433 | 370 | 3.1% |
| Q4 2020 | 1,138 | $29.3B | 414,144,832 | 125 | 382 | 304 | 7.6% |
| Q3 2020 | 1,008 | $22.1B | 402,737,087 | 78 | 344 | 304 | 4.8% |
| Q2 2020 | 1,006 | $23.7B | 396,723,894 | 116 | 331 | 357 | 5.1% |
| Q1 2020 | 980 | $18.4B | 380,532,208 | 141 | 349 | 325 | 5.6% |
| Q4 2019 | 979 | $22.7B | 375,296,051 | 160 | 308 | 249 | 7.7% |
| Q3 2019 | 804 | $18.6B | 348,675,989 | 692 | 24 | 50 | 8.2% |
| Q2 2019 | 128 | $3.1B | 69,210,297 | 123 | 0 | 0 | 0.7% |
| Q1 2019 | 5 | $2.7M | 43,910 | 2 | 2 | 0 | 0.0% |
| Q4 2018 | 3 | $655.5K | 21,978 | 1 | 1 | 0 | 0.0% |