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 ($103.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.93. Options: 40 managers hold calls ($1.7bn notional), 40 hold puts ($1.3bn).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,533 |
| Q4 2022 | 1,554 |
| Q1 2023 | 1,561 |
| Q2 2023 | 1,586 |
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 |
| Q2 2023 | 729 | 685 |
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 |
| Q2 2023 | $1.7bn | $1.3bn | 0.79 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +2.8m |
| HRT FINANCIAL LP | New | +1.4m |
| MORGAN STANLEY | Added | +1.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.1m |
| JANE STREET GROUP, LLC | Added | +886.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +790.2k |
| NORGES BANK | Added | +616.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +604.3k |
| JPMORGAN CHASE & CO | Added | +584.8k |
| MEITAV INVESTMENT HOUSE LTD | Added | +549.1k |
Biggest sellers
| BlackRock Inc. | Reduced | -5.0m |
| J.P. Morgan Private Wealth Advisors LLC | Sold out | -2.0m |
| STATE STREET CORP | Reduced | -1.7m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.4m |
| FIRST TRUST ADVISORS LP | Reduced | -1.0m |
| CITIGROUP INC | Reduced | -1.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -760.2k |
| FMR LLC | Reduced | -629.5k |
| VANGUARD GROUP INC | Reduced | -588.3k |
| JANUS HENDERSON GROUP PLC | Reduced | -516.9k |
Biggest calls
| Twin Tree Management, LP | Added | $505.0m5.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $408.8m4.4m shares |
| CITADEL ADVISORS LLC | Reduced | $161.9m1.7m shares |
| JANE STREET GROUP, LLC | Added | $122.5m1.3m shares |
| SIMPLEX TRADING, LLC | Reduced | $55.3m595.3k shares |
| GROUP ONE TRADING LLC | Reduced | $52.0m559.0k shares |
| Walleye Trading LLC | Reduced | $51.5m554.2k shares |
| Squarepoint Ops LLC | Added | $44.0m472.9k shares |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | New | $37.2m400.0k shares |
| IMC-Chicago, LLC | Added | $28.4m305.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $284.5m3.1m shares |
| CITADEL ADVISORS LLC | Added | $224.6m2.4m shares |
| JANE STREET GROUP, LLC | Added | $186.3m2.0m shares |
| GOLDMAN SACHS GROUP INC | Added | $66.9m720.0k shares |
| BANK OF AMERICA CORP /DE/ | Added | $61.4m660.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $60.2m648.0k shares |
| Walleye Trading LLC | Reduced | $55.7m599.4k shares |
| Squarepoint Ops LLC | Added | $44.3m476.4k shares |
| Laurion Capital Management LP | Added | $44.0m473.3k shares |
| Walleye Capital LLC | Added | $42.6m457.8k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 1 | $29.9k | 1 | $7.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-05-08 | Porat Ruth Director | Bought | $13.4k162 shares |
| 2023-05-08 | Porat Ruth Director | Bought | $9.9k120 shares |
| 2023-05-08 | Porat Ruth Director | Bought | $6.6k80 shares |
| 2023-04-03 | Baratta Joseph Director | Sold | $7.3m85.0k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.11% of their portfolio | 47.7m $4.4bn | Reduced -588.3k |
| BlackRock Inc. 0.09% of their portfolio | 35.4m $3.3bn | Reduced -5.0m |
| Capital World Investors 0.58% of their portfolio | 32.3m $3.0bn | Added +115.5k |
| MORGAN STANLEY 0.22% of their portfolio | 24.2m $2.3bn | Added +1.2m |
| Capital International Investors 0.48% of their portfolio | 21.2m $2.0bn | Added +4.6k |
| EDGEWOOD MANAGEMENT LLC 4.18% of their portfolio | 14.8m $1.4bn | Reduced -466.4k |
| STATE STREET CORP 0.07% of their portfolio | 14.4m $1.3bn | Reduced -1.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.35% of their portfolio | 13.1m $1.2bn | Added +790.2k |
| CIBC Private Wealth Group LLC 1.28% of their portfolio | 12.6m $1.2bn | Reduced -333.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.20% of their portfolio | 11.2m $1.0bn | Reduced -1.4m |
| BANK OF AMERICA CORP /DE/ 0.12% of their portfolio | 10.9m $1.0bn | Reduced -371.8k |
| JPMORGAN CHASE & CO 0.11% of their portfolio | 10.4m $966.0m | Added +584.8k |
| ROYAL BANK OF CANADA 0.26% of their portfolio | 10.0m $928.8m | Reduced -153.4k |
| Aristotle Capital Management, LLC 1.80% of their portfolio | 9.5m $886.8m | Reduced -309.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 8.0m $742.9m | Added +71.6k |
| NORGES BANK 0.14% of their portfolio | 7.6m $710.2m | Added +616.5k |
| JANUS HENDERSON GROUP PLC 0.41% of their portfolio | 7.0m $654.8m | Reduced -516.9k |
| BROWN ADVISORY INC 0.87% of their portfolio | 6.0m $559.2m | Added +538.0k |
| Legal & General Group Plc 0.16% of their portfolio | 5.1m $477.8m | Reduced -247.5k |
| WELLS FARGO & COMPANY/MN 0.14% of their portfolio | 5.1m $473.9m | Added +171.7k |
| UBS Group AG 0.20% of their portfolio | 4.9m $458.0m | Added +279.7k |
| NORTHERN TRUST CORP 0.09% of their portfolio | 4.8m $444.3m | Reduced -341.0k |
| NEUBERGER BERMAN GROUP LLC 0.32% of their portfolio | 3.8m $352.9m | Added +73.8k |
| BESSEMER GROUP INC 0.72% of their portfolio | 3.6m $338.7m | Added +1.3k |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 3.2m $296.2m | Reduced -37.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.70% of their portfolio | 3.1m $284.3m | Reduced -81.7k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 3.0m $281.3m | Reduced -140.5k |
| CITADEL ADVISORS LLC 0.29% of their portfolio | 2.8m $262.7m | Added +2.8m |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.5m $236.2m | Reduced -63.9k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 15.20% of their portfolio | 2.4m $221.7m | Added +189.4k |
| BECK MACK & OLIVER LLC 5.78% of their portfolio | 2.4m $221.2m | Added +1.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 2.4m $206.6m | Unchanged |
| Cryder Capital Partners LLP 9.76% of their portfolio | 2.2m $200.1m | Reduced -7.0k |
| APG Asset Management N.V. 0.36% of their portfolio | 2.1m $178.1m | Reduced -2.9k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.9m $176.5m | Reduced -331.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.12% of their portfolio | 1.7m $159.9m | Reduced -275.3k |
| MILLENNIUM MANAGEMENT LLC 0.17% of their portfolio | 1.7m $158.8m | Added +1.1m |
| Evercore Wealth Management, LLC 2.80% of their portfolio | 1.6m $152.7m | Added +12.1k |
| HighTower Advisors, LLC 0.30% of their portfolio | 1.6m $151.0m | Added +40.6k |
| JANE STREET GROUP, LLC 0.18% of their portfolio | 1.5m $135.6m | Added +886.8k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 1.5m $135.1m | Added +33.5k |
| John & Kathleen Schreiber Foundation 90.49% of their portfolio | 1.4m $133.0m | Added +80.5k |
| HRT FINANCIAL LP 1.25% of their portfolio | 1.4m $130.3m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.21% of their portfolio | 1.4m $129.5m | Added +604.3k |
| MACQUARIE GROUP LTD 0.14% of their portfolio | 1.3m $121.4m | Added +43.9k |
| Heard Capital LLC 9.11% of their portfolio | 1.3m $118.6m | Reduced -35.1k |
| Markel Group Inc. 1.36% of their portfolio | 1.2m $114.3m | Unchanged |
| PNC Financial Services Group, Inc. 0.09% of their portfolio | 1.2m $111.2m | Reduced -36.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.15% of their portfolio | 1.2m $108.8m | Reduced -21.2k |
| National Pension Service 0.17% of their portfolio | 1.1m $104.5m | Added +16.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $104.5m | Reduced -131.7k |
| CREDIT SUISSE AG/ 0.10% of their portfolio | 1.1m $104.2m | Added +14.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.13% of their portfolio | 1.1m $102.1m | Reduced -9.0k |
| FMR LLC 0.01% of their portfolio | 1.1m $100.7m | Reduced -629.5k |
| BLAIR WILLIAM & CO/IL 0.37% of their portfolio | 1.1m $99.7m | Reduced -56.6k |
| Amundi 0.05% of their portfolio | 1.0m $95.6m | Added +65.8k |
| AXIOM INVESTORS LLC /DE 1.36% of their portfolio | 979.2k $91.0m | Reduced -95.4k |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 968.1k $90.0m | Added +16.6k |
| FISHMAN JAY A LTD/MI 5.44% of their portfolio | 960.8k $89.3m | Added +442.8k |
| NorthCoast Asset Management LLC 1.30% of their portfolio | 952.0k $88.5m | Added +175.9k |
| Ensign Peak Advisors, Inc 0.18% of their portfolio | 951.7k $88.5m | Added +89.1k |
| Douglas Lane & Associates, LLC 1.41% of their portfolio | 941.6k $87.5m | Reduced -30.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 885.5k $82.3m | Added +2.7k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 875.0k $81.3m | Added +109.6k |
| LPL Financial LLC 0.05% of their portfolio | 818.9k $76.1m | Reduced -13.1k |
| FORT PITT CAPITAL GROUP, LLC 2.80% of their portfolio | 817.3k $76.0m | Added +12.3k |
| CCLA Investment Management 1.33% of their portfolio | 800.9k $74.5m | Added +284.6k |
| Invesco Ltd. 0.02% of their portfolio | 759.5k $70.6m | Added +21.2k |
| Temasek Holdings (Private) Ltd 0.41% of their portfolio | 753.1k $70.0m | Unchanged |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4.39% of their portfolio | 747.8k $69.5m | Added +12.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.15% of their portfolio | 743.2k $69.1m | Reduced -35.8k |
| Advisors Capital Management, LLC 1.63% of their portfolio | 735.3k $68.4m | Added +36.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio | 716.2k $66.6m | Reduced -8.8k |
| Compagnie Lombard Odier SCmA 1.83% of their portfolio | 702.5k $65.3m | Reduced -41.8k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 696.3k $65.4m | Reduced -158.2k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 685.6k $63.8m | Reduced -21.2k |
| Janney Montgomery Scott LLC 0.22% of their portfolio | 680.4k $63.3m | Added +11.7k |
| BARCLAYS PLC 0.04% of their portfolio | 678.4k $63.1m | Added +208.4k |
| Rockefeller Capital Management L.P. 0.24% of their portfolio | 662.6k $61.6m | First filing |
| ARGENT CAPITAL MANAGEMENT LLC 1.97% of their portfolio | 654.6k $60.9m | Added +36.0k |
| NewEdge Wealth, LLC 1.99% of their portfolio | 640.2k $59.5m | Reduced -98.7k |
| JENNISON ASSOCIATES LLC 0.05% of their portfolio | 639.0k $59.4m | Reduced -10.1k |
| Crestwood Advisors Group, LLC 1.79% of their portfolio | 611.0k $56.8m | Reduced -106.1k |
| BARR E S & CO 4.19% of their portfolio | 598.0k $55.6m | Reduced -1.9k |
| Clearbridge Investments, LLC 0.05% of their portfolio | 585.4k $54.4m | Added +44.9k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 580.6k $54.0m | Added +12.2k |
| SANDERS MORRIS HARRIS LLC 11.94% of their portfolio | 579.9k $53.9m | Added +39.4k |
| Williams Jones Wealth Management, LLC. 0.80% of their portfolio | 572.9k $53.3m | Reduced -5.3k |
| BAMCO INC /NY/ 0.15% of their portfolio | 572.3k $53.2m | Added +64.2k |
| Fayez Sarofim & Co 0.18% of their portfolio | 559.3k $52.0m | Reduced -298.8k |
| MEITAV INVESTMENT HOUSE LTD 0.42% of their portfolio | 558.2k $52.0m | Added +549.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 541.9k $50.4m | Reduced -17.8k |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 521.3k $48.5m | Added +515.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 508.0k $47.2m | Reduced -106.1k |
| OSAIC HOLDINGS, INC. 0.08% of their portfolio | 497.1k $46.2m | Reduced -15.3k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 459.4k $42.7m | Reduced -607 |
| Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio | 452.8k $42.1m | Reduced -14.2k |
| Aureus Asset Management, LLC 3.10% of their portfolio | 445.0k $41.4m | Reduced -16.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 438.3k $40.8m | Added +4.1k |
| Korea Investment CORP 0.11% of their portfolio | 437.5k $40.7m | Reduced -85.1k |