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 ($81.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $87.77. Options: 39 managers hold calls ($1.3bn notional), 43 hold puts ($1.7bn).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,533 |
| Q4 2022 | 1,554 |
| Q1 2023 | 1,561 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 657 | 768 |
| Q1 2023 | 772 | 664 |
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 |
| Q1 2023 | $1.3bn | $1.7bn | 1.33 |
Biggest buyers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +10.2m |
| CIBC Private Wealth Group LLC | Added | +5.8m |
| EDGEWOOD MANAGEMENT LLC | Added | +3.9m |
| JPMORGAN CHASE & CO | Added | +2.4m |
| Capital World Investors | Added | +1.8m |
| BlackRock Inc. | Added | +1.5m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| VANGUARD GROUP INC | Added | +1.3m |
| FMR LLC | Added | +1.1m |
| BANK OF AMERICA CORP /DE/ | Added | +1.0m |
Biggest sellers
| Cottage Street Advisors LLC | Reduced | -4.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.1m |
| ROYAL BANK OF CANADA | Reduced | -2.2m |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -1.6m |
| JANUS HENDERSON GROUP PLC | Reduced | -1.3m |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -759.7k |
| HRT FINANCIAL LP | Sold out | -695.7k |
| Artisan Partners Limited Partnership | Sold out | -636.0k |
| B&D White Capital Company, LLC | Sold out | -622.4k |
| Qube Research & Technologies Ltd | Sold out | -577.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $452.4m5.1m shares |
| CITADEL ADVISORS LLC | Reduced | $187.4m2.1m shares |
| Twin Tree Management, LP | Reduced | $107.2m1.2m shares |
| SIMPLEX TRADING, LLC | Added | $80.2m912.9k shares |
| JANE STREET GROUP, LLC | Reduced | $66.5m756.7k shares |
| Walleye Trading LLC | Added | $59.5m677.2k shares |
| JPMORGAN CHASE & CO | Added | $57.1m650.4k shares |
| GROUP ONE TRADING LLC | Reduced | $52.2m593.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $29.0m330.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $28.5m331.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $306.2m3.5m shares |
| JPMORGAN CHASE & CO | Added | $287.9m3.3m shares |
| CITADEL ADVISORS LLC | Reduced | $201.3m2.3m shares |
| JANE STREET GROUP, LLC | Added | $168.1m1.9m shares |
| Walleye Trading LLC | Added | $98.4m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $82.2m935.5k shares |
| Parallax Volatility Advisers, L.P. | Added | $64.6m735.5k shares |
| Twin Tree Management, LP | Reduced | $48.8m556.0k shares |
| NOMURA HOLDINGS INC | Reduced | $40.4m460.3k shares |
| IMC-Chicago, LLC | Added | $39.5m450.0k 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 1 | $32.9k | 2 | $12.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-13 | Porat Ruth Director | Bought | $14.7k158 shares |
| 2023-02-13 | Porat Ruth Director | Bought | $10.9k119 shares |
| 2023-02-13 | Porat Ruth Director | Bought | $7.3k79 shares |
| 2023-02-03 | Baratta Joseph Director | Sold | $8.2m85.0k shares |
| 2023-02-02 | Finley John G Chief Legal Officer | Sold | $4.0m40.0k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.11% of their portfolio | 48.3m $4.2bn | Added +1.3m |
| BlackRock Inc. 0.11% of their portfolio | 40.4m $3.5bn | Added +1.5m |
| Capital World Investors 0.58% of their portfolio | 32.2m $2.8bn | Added +1.8m |
| MORGAN STANLEY 0.22% of their portfolio | 23.1m $2.0bn | Added +567.4k |
| Capital International Investors 0.48% of their portfolio | 21.2m $1.9bn | Added +2.9k |
| STATE STREET CORP 0.08% of their portfolio | 16.2m $1.4bn | Added +333.0k |
| EDGEWOOD MANAGEMENT LLC 4.30% of their portfolio | 15.3m $1.3bn | Added +3.9m |
| CIBC Private Wealth Group LLC 1.26% of their portfolio | 12.9m $1.1bn | Added +5.8m |
| WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio | 12.6m $1.1bn | Reduced -3.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.33% of their portfolio | 12.3m $1.1bn | Added +10.2m |
| BANK OF AMERICA CORP /DE/ 0.11% of their portfolio | 11.3m $990.1m | Added +1.0m |
| ROYAL BANK OF CANADA 0.27% of their portfolio | 10.1m $891.0m | Reduced -2.2m |
| Aristotle Capital Management, LLC 1.81% of their portfolio | 9.8m $865.1m | Reduced -131.0k |
| JPMORGAN CHASE & CO 0.11% of their portfolio | 9.8m $861.4m | Added +2.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 7.9m $696.0m | Added +522.6k |
| JANUS HENDERSON GROUP PLC 0.44% of their portfolio | 7.6m $664.0m | Reduced -1.3m |
| NORGES BANK 0.14% of their portfolio | 7.0m $616.9m | Added +143.6k |
| BROWN ADVISORY INC 0.81% of their portfolio | 5.5m $481.1m | Added +297.4k |
| Legal & General Group Plc 0.17% of their portfolio | 5.4m $473.2m | Added +214.3k |
| NORTHERN TRUST CORP 0.09% of their portfolio | 5.1m $449.8m | Added +168.3k |
| WELLS FARGO & COMPANY/MN 0.13% of their portfolio | 4.9m $432.7m | Added +138.8k |
| UBS Group AG 0.19% of their portfolio | 4.6m $408.2m | Reduced -88.5k |
| NEUBERGER BERMAN GROUP LLC 0.30% of their portfolio | 3.7m $326.9m | Reduced -379.6k |
| BESSEMER GROUP INC 0.76% of their portfolio | 3.6m $319.9m | Added +31.3k |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 3.2m $283.1m | Added +275.6k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 3.2m $278.1m | Reduced -54.4k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.67% of their portfolio | 3.1m $275.8m | Reduced -109.0k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.6m $228.8m | Added +1.3m |
| BECK MACK & OLIVER LLC 6.03% of their portfolio | 2.4m $208.8m | Added +11.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 2.4m $206.6m | Added +65.1k |
| Nuveen Asset Management, LLC 0.07% of their portfolio | 2.2m $195.9m | Reduced -19.8k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 14.50% of their portfolio | 2.2m $192.9m | Added +200.1k |
| Cryder Capital Partners LLP 10.09% of their portfolio | 2.2m $189.7m | Added +43.8k |
| APG Asset Management N.V. 0.36% of their portfolio | 2.1m $169.2m | Added +387.4k |
| J.P. Morgan Private Wealth Advisors LLC 0.38% of their portfolio | 2.0m $179.9m | Reduced -92.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.13% of their portfolio | 2.0m $175.3m | Reduced -8.2k |
| FMR LLC 0.01% of their portfolio | 1.7m $150.5m | Added +1.1m |
| Evercore Wealth Management, LLC 2.85% of their portfolio | 1.6m $143.2m | Added +6.0k |
| HighTower Advisors, LLC 0.30% of their portfolio | 1.6m $139.2m | Added +174.9k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 1.4m $124.7m | Reduced -36.5k |
| CITIGROUP INC 0.17% of their portfolio | 1.4m $123.1m | Reduced -225.2k |
| John & Kathleen Schreiber Foundation 90.39% of their portfolio | 1.4m $118.6m | Added +66.4k |
| Heard Capital LLC 9.58% of their portfolio | 1.3m $115.1m | Added +165.6k |
| MACQUARIE GROUP LTD 0.13% of their portfolio | 1.3m $110.9m | Reduced -297.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.3m $110.3m | Added +8.1k |
| PNC Financial Services Group, Inc. 0.10% of their portfolio | 1.2m $108.3m | Added +33.3k |
| Markel Group Inc. 1.38% of their portfolio | 1.2m $108.0m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.16% of their portfolio | 1.2m $104.6m | Reduced -7.3k |
| BLAIR WILLIAM & CO/IL 0.40% of their portfolio | 1.1m $99.2m | Reduced -13.1k |
| National Pension Service 0.17% of their portfolio | 1.1m $95.2m | Reduced -87.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.13% of their portfolio | 1.1m $97.2m | Reduced -47.6k |
| CREDIT SUISSE AG/ 0.10% of their portfolio | 1.1m $97.2m | Reduced -62.9k |
| AXIOM INVESTORS LLC /DE 1.56% of their portfolio | 1.1m $94.4m | Added +166.2k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 1.0m $91.8m | Reduced -142.6k |
| Douglas Lane & Associates, LLC 1.42% of their portfolio | 971.7k $85.4m | Reduced -37.9k |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 951.5k $83.6m | Reduced -9.1k |
| Amundi 0.04% of their portfolio | 943.5k $76.8m | Reduced -39.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 882.8k $77.5m | Reduced -52.5k |
| Ensign Peak Advisors, Inc 0.16% of their portfolio | 862.6k $75.8m | Added +309.6k |
| Fayez Sarofim & Co 0.26% of their portfolio | 858.1k $75.4m | Added +245.0k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 854.5k $75.3m | Added +248.7k |
| LPL Financial LLC 0.06% of their portfolio | 832.0k $73.1m | Reduced -22.5k |
| FORT PITT CAPITAL GROUP, LLC 2.72% of their portfolio | 805.0k $70.7m | Added +18.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.11% of their portfolio | 789.2k $69.3m | Added +161.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.16% of their portfolio | 779.0k $68.4m | Reduced -2.3k |
| NorthCoast Asset Management LLC 1.18% of their portfolio | 776.1k $68.2m | Added +54.5k |
| RHUMBLINE ADVISERS 0.08% of their portfolio | 765.3k $67.2m | Added +35.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 760.2k $66.8m | Added +14.3k |
| Temasek Holdings (Private) Ltd 0.39% of their portfolio | 753.1k $66.2m | Unchanged |
| Compagnie Lombard Odier SCmA 1.63% of their portfolio | 744.3k $65.4m | Added +38.4k |
| NewEdge Wealth, LLC 2.46% of their portfolio | 738.9k $64.9m | Reduced -14.8k |
| Invesco Ltd. 0.02% of their portfolio | 738.2k $64.8m | Added +55.5k |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4.22% of their portfolio | 735.7k $64.6m | Added +11.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio | 725.1k $63.7m | Added +1.6k |
| STRS OHIO 0.10% of their portfolio | 718.8k $63.1m | Added +482.7k |
| Crestwood Advisors Group, LLC 2.10% of their portfolio | 717.1k $63.0m | Reduced -26.0k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 706.8k $62.1m | Reduced -40.1k |
| Advisors Capital Management, LLC 1.59% of their portfolio | 698.8k $61.4m | Added +98.3k |
| Janney Montgomery Scott LLC 0.24% of their portfolio | 668.7k $58.7m | Reduced -20.7k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 653.2k $57.4m | Added +66.2k |
| JENNISON ASSOCIATES LLC 0.05% of their portfolio | 649.1k $57.0m | Reduced -91.3k |
| ARGENT CAPITAL MANAGEMENT LLC 1.88% of their portfolio | 618.6k $54.3m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 614.1k $53.9m | Reduced -109.7k |
| BARR E S & CO 4.36% of their portfolio | 600.0k $52.7m | Reduced -4.2k |
| Williams Jones Wealth Management, LLC. 0.80% of their portfolio | 578.2k $50.8m | Reduced -4.9k |
| JANE STREET GROUP, LLC 0.09% of their portfolio | 571.5k $50.2m | Added +25.3k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 568.4k $49.9m | Reduced -1.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 559.7k $49.2m | Added +106.5k |
| Clearbridge Investments, LLC 0.05% of their portfolio | 540.5k $47.5m | Reduced -132.6k |
| SANDERS MORRIS HARRIS LLC 16.59% of their portfolio | 540.5k $47.5m | Reduced -24.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 532.1k $46.7m | Added +2.3k |
| Korea Investment CORP 0.13% of their portfolio | 522.6k $45.9m | Reduced -46.5k |
| FISHMAN JAY A LTD/MI 5.81% of their portfolio | 518.1k $45.5m | Added +2.6k |
| CCLA Investment Management 0.89% of their portfolio | 516.4k $45.3m | Added +1.5k |
| OSAIC HOLDINGS, INC. 0.08% of their portfolio | 512.4k $44.9m | Reduced -16.2k |
| BAMCO INC /NY/ 0.13% of their portfolio | 508.1k $44.6m | Added +231.4k |
| BARCLAYS PLC 0.04% of their portfolio | 470.0k $41.3m | Reduced -151.6k |
| Raymond James Financial Services Advisors, Inc. 0.08% of their portfolio | 467.0k $41.0m | Reduced -160.2k |
| Aureus Asset Management, LLC 3.21% of their portfolio | 461.3k $40.5m | Added +34.8k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 460.0k $40.4m | Reduced -16.8k |