BLACKSTONE INC BX
COM · Common Stock · CUSIP 09260D107 · ISIN US09260D1072
American alternative investment company
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersNew York, NY
- Founded1985
- Websiteblackstone.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($72.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.99. Options: 35 managers hold calls ($1.0bn notional), 54 hold puts ($1.7bn).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,533 |
| Q4 2022 | 1,554 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $831.4m | $1.0bn | 1.23 |
| Q4 2022 | $1.0bn | $1.7bn | 1.70 |
Biggest buyers
| Capital World Investors | Added | +13.6m |
| Capital International Investors | Added | +7.3m |
| Cottage Street Advisors LLC | Added | +4.2m |
| AMERIPRISE FINANCIAL INC | Added | +1.9m |
| MORGAN STANLEY | Added | +798.7k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +700.2k |
| VANGUARD GROUP INC | Added | +655.3k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Added | +644.4k |
| HRT FINANCIAL LP | Added | +627.8k |
| B&D White Capital Company, LLC | Added | +607.4k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -5.6m |
| JPMORGAN CHASE & CO | Reduced | -4.6m |
| 1832 Asset Management L.P. | Reduced | -2.9m |
| Clearbridge Investments, LLC | Reduced | -2.2m |
| Winslow Capital Management, LLC | Sold out | -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.3m |
| Alphinity Investment Management Pty Ltd | Sold out | -1.2m |
| Bank of New York Mellon Corp | Reduced | -1.1m |
| BROWN ADVISORY INC | Reduced | -876.1k |
| D. E. Shaw & Co., Inc. | Reduced | -862.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $272.0m3.7m shares |
| CITADEL ADVISORS LLC | Added | $225.0m3.0m shares |
| Twin Tree Management, LP | Added | $130.0m1.8m shares |
| JANE STREET GROUP, LLC | Added | $79.2m1.1m shares |
| Parallax Volatility Advisers, L.P. | Added | $62.4m841.1k shares |
| GROUP ONE TRADING LLC | Added | $49.6m668.1k shares |
| B&D White Capital Company, LLC | New | $45.3m610.7k shares |
| SIMPLEX TRADING, LLC | Added | $42.7m575.0k shares |
| WOLVERINE TRADING, LLC | Added | $28.0m376.9k shares |
| Walleye Trading LLC | Added | $26.0m350.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $358.3m4.8m shares |
| CITADEL ADVISORS LLC | Added | $215.3m2.9m shares |
| Owl Creek Asset Management, L.P. | New | $161.3m2.2m shares |
| NOMURA HOLDINGS INC | Added | $116.8m1.6m shares |
| MAVERICK CAPITAL LTD | New | $115.0m1.6m shares |
| JPMORGAN CHASE & CO | New | $113.0m1.5m shares |
| JANE STREET GROUP, LLC | Added | $105.2m1.4m shares |
| GROUP ONE TRADING LLC | Added | $80.0m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $77.9m1.1m shares |
| Parallax Volatility Advisers, L.P. | Added | $43.8m590.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $1.2bn | — |
| Q1 2022 | 1 | $636.4k | 1 | $4.1m | — |
| Q2 2022 | 2 | $1.6m | 1 | $3.4m | — |
| Q3 2022 | 2 | $328.1k | 2 | $6.7m | — |
| Q4 2022 | 1 | $1.7m | 1 | $5.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-02 | Porat Ruth Director · See footnote | Bought | $1.7m20.0k shares |
| 2022-11-11 | Finley John G Chief Legal Officer | Sold | $5.4m50.0k shares |
| 2022-11-07 | Porat Ruth Director | Bought | $14.4k156 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.09% of their portfolio | 47.0m $3.5bn | Added +655.3k |
| BlackRock Inc. 0.09% of their portfolio | 38.9m $2.9bn | Added +208.9k |
| Capital World Investors 0.48% of their portfolio | 30.4m $2.3bn | Added +13.6m |
| MORGAN STANLEY 0.19% of their portfolio | 22.5m $1.7bn | Added +798.7k |
| Capital International Investors 0.42% of their portfolio | 21.2m $1.6bn | Added +7.3m |
| STATE STREET CORP 0.07% of their portfolio | 15.8m $1.2bn | Reduced -232.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.23% of their portfolio | 15.7m $1.2bn | Reduced -288.5k |
| ROYAL BANK OF CANADA 0.28% of their portfolio | 12.3m $913.4m | Reduced -803.6k |
| EDGEWOOD MANAGEMENT LLC 3.01% of their portfolio | 11.4m $847.6m | Added +509.3k |
| BANK OF AMERICA CORP /DE/ 0.10% of their portfolio | 10.2m $758.8m | Reduced -614.4k |
| Aristotle Capital Management, LLC 1.57% of their portfolio | 10.0m $740.4m | Reduced -500.7k |
| JANUS HENDERSON GROUP PLC 0.47% of their portfolio | 8.8m $653.7m | Reduced -5.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 7.4m $548.5m | Reduced -1.3m |
| JPMORGAN CHASE & CO 0.08% of their portfolio | 7.4m $547.2m | Reduced -4.6m |
| CIBC Private Wealth Group LLC 0.94% of their portfolio | 7.1m $282.7m | Reduced -106.3k |
| NORGES BANK 0.12% of their portfolio | 6.9m $510.4m | Added +22.5k |
| BROWN ADVISORY INC 0.71% of their portfolio | 5.2m $384.3m | Reduced -876.1k |
| Legal & General Group Plc 0.15% of their portfolio | 5.2m $383.8m | Reduced -408.0k |
| NORTHERN TRUST CORP 0.08% of their portfolio | 5.0m $367.4m | Reduced -68.9k |
| WELLS FARGO & COMPANY/MN 0.11% of their portfolio | 4.8m $355.1m | Reduced -286.3k |
| UBS Group AG 0.17% of their portfolio | 4.7m $351.3m | Added +268.2k |
| Cottage Street Advisors LLC 4.54% of their portfolio | 4.2m $880.4k | Added +4.2m |
| NEUBERGER BERMAN GROUP LLC 0.30% of their portfolio | 4.1m $304.3m | Reduced -523.9k |
| BESSEMER GROUP INC 0.65% of their portfolio | 3.6m $267.8m | Reduced -629.1k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.56% of their portfolio | 3.2m $241.0m | Added +134.0k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 3.2m $239.0m | Reduced -1.1m |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 2.9m $218.6m | Added +1.9m |
| BECK MACK & OLIVER LLC 5.16% of their portfolio | 2.4m $175.5m | Added +21.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 2.3m $169.7m | Added +52.3k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 2.2m $166.9m | Added +19.7k |
| J.P. Morgan Private Wealth Advisors LLC 0.35% of their portfolio | 2.1m $158.8m | Reduced -192.4k |
| Cryder Capital Partners LLP 9.71% of their portfolio | 2.1m $156.9m | Reduced -105.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 2.1m $152.3m | Added +75.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.12% of their portfolio | 2.0m $148.6m | Reduced -45.2k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 13.52% of their portfolio | 2.0m $148.1m | Added +644.4k |
| APG Asset Management N.V. 0.24% of their portfolio | 1.7m $126.6m | Added +190.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.17% of their portfolio | 1.6m $122.0m | Added +700.2k |
| CITIGROUP INC 0.17% of their portfolio | 1.6m $120.7m | Added +256.6k |
| Evercore Wealth Management, LLC 2.52% of their portfolio | 1.6m $120.5m | Added +21.1k |
| MACQUARIE GROUP LTD 0.14% of their portfolio | 1.6m $115.7m | Added +400.4k |
| RAYMOND JAMES & ASSOCIATES 0.10% of their portfolio | 1.5m $108.0m | Reduced -205.5k |
| HighTower Advisors, LLC 0.24% of their portfolio | 1.4m $104.5m | Added +169.6k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.3m $96.1m | Reduced -675.4k |
| John & Kathleen Schreiber Foundation 88.11% of their portfolio | 1.3m $95.2m | Added +190.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $92.6m | Added +49.1k |
| Markel Group Inc. 1.23% of their portfolio | 1.2m $91.2m | Unchanged |
| PNC Financial Services Group, Inc. 0.09% of their portfolio | 1.2m $89.0m | Reduced -52.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 1.2m $88.9m | Added +16.9k |
| National Pension Service 0.17% of their portfolio | 1.2m $88.9m | Added +33.2k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 1.2m $88.1m | Added +222.4k |
| CREDIT SUISSE AG/ 0.09% of their portfolio | 1.2m $86.7m | Added +27.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 1.2m $85.7m | Reduced -1.8k |
| Heard Capital LLC 9.20% of their portfolio | 1.1m $84.9m | Added +147.7k |
| BLAIR WILLIAM & CO/IL 0.37% of their portfolio | 1.1m $84.7m | Reduced -34.0k |
| Douglas Lane & Associates, LLC 1.25% of their portfolio | 1.0m $74.9m | Reduced -73.6k |
| Amundi 0.04% of their portfolio | 982.6k $81.6m | Reduced -8.4k |
| STIFEL FINANCIAL CORP 0.11% of their portfolio | 960.5k $71.3m | Reduced -48.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 935.3k $69.4m | Reduced -498.3k |
| AXIOM INVESTORS LLC /DE 1.33% of their portfolio | 908.4k $67.4m | Reduced -444.8k |
| WESTWOOD HOLDINGS GROUP INC 0.58% of their portfolio | 881.9k $65.4m | Added +46.8k |
| LPL Financial LLC 0.05% of their portfolio | 854.5k $63.4m | Added +25.8k |
| FORT PITT CAPITAL GROUP, LLC 2.38% of their portfolio | 786.9k $58.4m | Added +88.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.14% of their portfolio | 781.2k $58.0m | Reduced -22.3k |
| NewEdge Wealth, LLC 2.41% of their portfolio | 753.7k $55.9m | Added +14.9k |
| Temasek Holdings (Private) Ltd 0.33% of their portfolio | 753.1k $55.9m | Unchanged |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 746.9k $55.3m | Added +138.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 745.9k $55.3m | Reduced -33.4k |
| Crestwood Advisors Group, LLC 1.88% of their portfolio | 743.1k $55.1m | Reduced -12.4k |
| JENNISON ASSOCIATES LLC 0.06% of their portfolio | 740.4k $54.9m | Reduced -114.1k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 729.6k $54.1m | Added +38.7k |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3.68% of their portfolio | 724.2k $53.7m | Added +25.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 723.9k $53.7m | Reduced -139.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio | 723.5k $53.7m | Reduced -23.9k |
| NorthCoast Asset Management LLC 1.06% of their portfolio | 721.6k $53.5m | Added +14.9k |
| Compagnie Lombard Odier SCmA 1.40% of their portfolio | 705.9k $52.4m | Reduced -80.5k |
| HRT FINANCIAL LP 0.75% of their portfolio | 695.7k $51.6m | Added +627.8k |
| Janney Montgomery Scott LLC 0.20% of their portfolio | 689.4k $51.1m | Reduced -136.9k |
| Invesco Ltd. 0.01% of their portfolio | 682.8k $50.7m | Reduced -65.0k |
| Clearbridge Investments, LLC 0.05% of their portfolio | 673.1k $49.9m | Reduced -2.2m |
| FMR LLC 0.00% of their portfolio | 646.0k $47.9m | Reduced -378.3k |
| Artisan Partners Limited Partnership 0.08% of their portfolio | 636.0k $47.2m | Reduced -115.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.09% of their portfolio | 627.5k $46.6m | Added +304.7k |
| Raymond James Financial Services Advisors, Inc. 0.09% of their portfolio | 627.2k $46.5m | Reduced -28.2k |
| B&D White Capital Company, LLC 16.23% of their portfolio | 622.4k $46.2m | Added +607.4k |
| BARCLAYS PLC 0.04% of their portfolio | 621.6k $46.1m | First filing |
| Fayez Sarofim & Co 0.17% of their portfolio | 613.1k $45.5m | Reduced -411 |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 605.8k $45.0m | Added +222.0k |
| BARR E S & CO 3.72% of their portfolio | 604.1k $44.8m | Added +10.6k |
| Advisors Capital Management, LLC 1.21% of their portfolio | 600.5k $44.5m | Added +5.7k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 587.0k $43.6m | Added +508.5k |
| Williams Jones Wealth Management, LLC. 0.72% of their portfolio | 583.1k $43.3m | Reduced -1.4k |
| Qube Research & Technologies Ltd 0.26% of their portfolio | 577.8k $42.9m | Added +548.1k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 569.9k $42.3m | Reduced -147.6k |
| KBC Group NV 0.20% of their portfolio | 569.5k $42.2m | Added +105.9k |
| Korea Investment CORP 0.13% of their portfolio | 569.1k $42.2m | Added +137.7k |
| SANDERS MORRIS HARRIS LLC 15.86% of their portfolio | 564.6k $41.9m | Added +32.2k |
| Ensign Peak Advisors, Inc 0.09% of their portfolio | 553.0k $41.0m | Reduced -14.9k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 546.2k $40.5m | Added +411.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 529.9k $39.3m | Reduced -70.6k |
| OSAIC HOLDINGS, INC. 0.08% of their portfolio | 528.5k $39.2m | Reduced -24.3k |