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 ($194.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $131.09. Options: 48 managers hold calls ($1.6bn notional), 59 hold puts ($3.2bn).
Trends to Q1 2024
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 |
| Q3 2023 | 1,669 |
| Q4 2023 | 1,810 |
| Q1 2024 | 1,849 |
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 |
| Q3 2023 | 805 | 687 |
| Q4 2023 | 761 | 796 |
| Q1 2024 | 846 | 780 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.7bn | $1.3bn | 0.79 |
| Q3 2023 | $1.7bn | $1.7bn | 1.02 |
| Q4 2023 | $2.1bn | $2.7bn | 1.24 |
| Q1 2024 | $1.6bn | $3.2bn | 1.96 |
Biggest buyers
| MORGAN STANLEY | Added | +27.4m |
| Capital World Investors | Added | +2.5m |
| LAZARD ASSET MANAGEMENT LLC | Added | +1.9m |
| GOLDMAN SACHS GROUP INC | Added | +1.5m |
| JANE STREET GROUP, LLC | Added | +1.3m |
| VANGUARD GROUP INC | Added | +1.3m |
| JPMORGAN CHASE & CO | Added | +1.2m |
| MILLENNIUM MANAGEMENT LLC | New | +856.6k |
| UBS Group AG | Added | +853.3k |
| FMR LLC | Added | +836.1k |
Biggest sellers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -11.1m |
| Capital International Investors | Reduced | -3.0m |
| LONE PINE CAPITAL LLC | Sold out | -2.2m |
| Granite Bay Wealth Management, LLC | Reduced | -1.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.0m |
| Amundi | Reduced | -770.5k |
| NORGES BANK | Reduced | -726.4k |
| EDGEWOOD MANAGEMENT LLC | Reduced | -644.0k |
| BROWN ADVISORY INC | Reduced | -613.3k |
| MARSICO CAPITAL MANAGEMENT LLC | Sold out | -429.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $485.8m3.7m shares |
| CITADEL ADVISORS LLC | Added | $399.5m3.0m shares |
| Squarepoint Ops LLC | Reduced | $77.6m590.9k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $71.8m546.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $59.2m450.8k shares |
| ROYAL BANK OF CANADA | Added | $56.9m433.4k shares |
| BANK OF AMERICA CORP /DE/ | Added | $46.7m355.4k shares |
| GROUP ONE TRADING LLC | Reduced | $43.2m329.1k shares |
| JANE STREET GROUP, LLC | Reduced | $41.1m312.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $31.8m242.0k shares |
Biggest puts
| NOMURA HOLDINGS INC | Added | $582.7m4.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $471.7m3.6m shares |
| CITADEL ADVISORS LLC | Reduced | $404.0m3.1m shares |
| BW Gestao de Investimentos Ltda. | Added | $315.0m2.4m shares |
| JANE STREET GROUP, LLC | Reduced | $199.1m1.5m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $160.1m1.2m shares |
| Parallax Volatility Advisers, L.P. | Added | $109.9m836.2k shares |
| BARCLAYS PLC | Reduced | $84.8m645.8k shares |
| JPMORGAN CHASE & CO | Reduced | $84.6m644.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $75.9m577.8k 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 Q1 2024
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 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 | — |
| Q3 2023 | 2 | $235.7k | 3 | $9.4m | — |
| Q4 2023 | 1 | $31.4k | 3 | $11.5m | — |
| Q1 2024 | 2 | $338.7k | 2 | $10.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-21 | Brown Reginald J Director | Bought | $301.5k2.4k shares |
| 2024-02-12 | Porat Ruth Director | Bought | $17.8k140 shares |
| 2024-02-12 | Porat Ruth Director | Bought | $11.7k92 shares |
| 2024-02-12 | Porat Ruth Director | Bought | $7.8k61 shares |
| 2024-02-09 | Baratta Joseph Director | Sold | $3.7m28.9k shares |
| 2024-02-08 | Finley John G Chief Legal Officer | Sold | $6.3m49.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.27% of their portfolio | 77.0m $10.1bn | Added +27.4m |
| VANGUARD GROUP INC 0.17% of their portfolio | 64.3m $8.4bn | Added +1.3m |
| BlackRock Inc. 0.14% of their portfolio | 46.6m $6.1bn | Added +594.4k |
| Capital World Investors 0.79% of their portfolio | 36.3m $4.8bn | Added +2.5m |
| STATE STREET CORP 0.17% of their portfolio | 28.6m $3.8bn | Added +393.3k |
| JPMORGAN CHASE & CO 0.16% of their portfolio | 27.6m $3.6bn | Added +1.2m |
| Capital International Investors 0.44% of their portfolio | 16.5m $2.2bn | Reduced -3.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio | 14.3m $1.9bn | Added +323.7k |
| EDGEWOOD MANAGEMENT LLC 4.26% of their portfolio | 12.1m $1.6bn | Reduced -644.0k |
| BANK OF AMERICA CORP /DE/ 0.14% of their portfolio | 10.9m $1.4bn | Added +208.6k |
| ROYAL BANK OF CANADA 0.30% of their portfolio | 9.4m $1.2bn | Reduced -387.0k |
| Aristotle Capital Management, LLC 2.06% of their portfolio | 8.5m $1.1bn | Reduced -186.3k |
| NORTHERN TRUST CORP 0.14% of their portfolio | 6.4m $834.4m | Reduced -156.6k |
| UBS Group AG 0.25% of their portfolio | 5.9m $770.1m | Added +853.3k |
| BROWN ADVISORY INC 1.02% of their portfolio | 5.8m $764.1m | Reduced -613.3k |
| CIBC Private Wealth Group LLC 1.39% of their portfolio | 5.4m $711.1m | Reduced -127.2k |
| Legal & General Group Plc 0.19% of their portfolio | 5.1m $670.8m | Added +45.1k |
| GOLDMAN SACHS GROUP INC 0.14% of their portfolio | 5.1m $669.8m | Added +1.5m |
| WELLS FARGO & COMPANY/MN 0.18% of their portfolio | 5.1m $669.6m | Added +71.5k |
| NORGES BANK 0.10% of their portfolio | 4.7m $615.9m | Reduced -726.4k |
| JANUS HENDERSON GROUP PLC 0.33% of their portfolio | 4.7m $613.6m | Added +21.4k |
| Bank of New York Mellon Corp 0.12% of their portfolio | 4.6m $607.6m | Reduced -114.9k |
| NEUBERGER BERMAN GROUP LLC 0.45% of their portfolio | 4.1m $540.4m | Added +371.2k |
| Invesco Ltd. 0.11% of their portfolio | 4.0m $530.3m | Added +457.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.12% of their portfolio | 3.8m $499.0m | Reduced -11.1m |
| BESSEMER GROUP INC 0.82% of their portfolio | 3.5m $454.4m | Reduced -182.4k |
| AMERIPRISE FINANCIAL INC 0.11% of their portfolio | 3.0m $393.3m | Reduced -55.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio | 2.6m $335.5m | Added +41.0k |
| BECK MACK & OLIVER LLC 6.36% of their portfolio | 2.4m $313.9m | Added +35.9k |
| BARCLAYS PLC 0.13% of their portfolio | 2.1m $276.8m | Added +334.3k |
| Cryder Capital Partners LLP 12.02% of their portfolio | 2.1m $276.4m | Added +132.8k |
| Nuveen Asset Management, LLC 0.08% of their portfolio | 2.0m $268.7m | Reduced -21.8k |
| FMR LLC 0.02% of their portfolio | 2.0m $259.4m | Added +836.1k |
| LAZARD ASSET MANAGEMENT LLC 0.30% of their portfolio | 1.9m $247.4m | Added +1.9m |
| Sumitomo Mitsui Trust Group, Inc. 0.15% of their portfolio | 1.7m $223.2m | Added +5.1k |
| APG Asset Management N.V. 0.36% of their portfolio | 1.7m $206.5m | Reduced -13.1k |
| AXIOM INVESTORS LLC /DE 1.92% of their portfolio | 1.7m $220.1m | Added +11.6k |
| Evercore Wealth Management, LLC 3.27% of their portfolio | 1.6m $208.9m | Reduced -1.8k |
| HighTower Advisors, LLC 0.32% of their portfolio | 1.5m $200.0m | Reduced -245.6k |
| HSBC HOLDINGS PLC 0.14% of their portfolio | 1.5m $198.9m | Added +508.8k |
| RAYMOND JAMES & ASSOCIATES 0.13% of their portfolio | 1.4m $188.4m | Added +39.5k |
| JANE STREET GROUP, LLC 0.24% of their portfolio | 1.4m $185.8m | Added +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.3m $176.7m | Added +383.8k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 10.07% of their portfolio | 1.3m $175.4m | Reduced -380.0k |
| RHUMBLINE ADVISERS 0.17% of their portfolio | 1.3m $173.7m | Added +19.2k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 1.3m $173.3m | Reduced -30.1k |
| National Philanthropic Trust 3.74% of their portfolio | 1.3m $171.4m | Reduced -118 |
| LORD, ABBETT & CO. LLC 0.27% of their portfolio | 1.3m $165.8m | Added +6.2k |
| Markel Group Inc. 1.59% of their portfolio | 1.2m $161.5m | Unchanged |
| Heard Capital LLC 9.81% of their portfolio | 1.2m $156.1m | Added +43.6k |
| National Pension Service 0.19% of their portfolio | 1.2m $154.6m | Added +23.8k |
| Ensign Peak Advisors, Inc 0.28% of their portfolio | 1.2m $152.5m | Added +3.6k |
| PNC Financial Services Group, Inc. 0.11% of their portfolio | 1.2m $151.7m | Added +14.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.19% of their portfolio | 1.2m $151.2m | Added +8.2k |
| BLAIR WILLIAM & CO/IL 0.47% of their portfolio | 1.1m $148.9m | Added +23.8k |
| John & Kathleen Schreiber Foundation 92.61% of their portfolio | 1.1m $148.0m | Reduced -124.2k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $146.1m | Reduced -9.2k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.1m $142.6m | Reduced -97.2k |
| SurgoCap Partners LP 7.28% of their portfolio | 1.0m $135.7m | Added +105.1k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 1.0m $132.9m | Reduced -136.8k |
| STIFEL FINANCIAL CORP 0.14% of their portfolio | 937.0k $123.1m | Reduced -1.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio | 934.3k $122.7m | Reduced -20.3k |
| CREDIT SUISSE AG/ 0.12% of their portfolio | 925.3k $121.6m | Reduced -74.8k |
| Amundi 0.05% of their portfolio | 906.5k $109.1m | Reduced -770.5k |
| LPL Financial LLC 0.06% of their portfolio | 880.7k $115.7m | Added +15.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.16% of their portfolio | 858.4k $112.8m | Added +158.9k |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 856.6k $112.5m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 856.0k $112.5m | Added +49.1k |
| Douglas Lane & Associates, LLC 1.51% of their portfolio | 812.8k $106.8m | Reduced -38.5k |
| First Financial Bankshares Inc 2.37% of their portfolio | 802.1k $105.4m | Reduced -408 |
| BAMCO INC /NY/ 0.28% of their portfolio | 798.4k $104.9m | Added +65.1k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 781.9k $102.7m | Reduced -158.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.16% of their portfolio | 779.0k $68.4m | Added +20.7k |
| Fayez Sarofim & Co 0.30% of their portfolio | 771.0k $101.3m | Added +430 |
| FORT PITT CAPITAL GROUP, LLC 3.05% of their portfolio | 753.7k $99.0m | Reduced -62.9k |
| Temasek Holdings (Private) Ltd 0.55% of their portfolio | 753.1k $98.9m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 749.5k $98.5m | Reduced -38.2k |
| Advisors Capital Management, LLC 1.79% of their portfolio | 746.7k $98.1m | Reduced -29.3k |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5.42% of their portfolio | 732.0k $96.2m | Reduced -3.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio | 713.6k $93.7m | Reduced -7.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 698.4k $91.7m | Added +63.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.17% of their portfolio | 693.6k $91.1m | Added +3.4k |
| Rockefeller Capital Management L.P. 0.26% of their portfolio | 671.7k $88.2m | Added +11.4k |
| Janney Montgomery Scott LLC 0.25% of their portfolio | 645.7k $84.8m | Added +181 |
| Clearbridge Investments, LLC 0.07% of their portfolio | 637.2k $83.7m | Reduced -43.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.17% of their portfolio | 627.0k $82.4m | Added +1.6k |
| NewEdge Wealth, LLC 1.66% of their portfolio | 623.5k $74.2m | Reduced -13.9k |
| HRT FINANCIAL LP 0.50% of their portfolio | 617.9k $81.2m | New |
| Crestwood Advisors Group, LLC 1.72% of their portfolio | 600.9k $78.9m | Reduced -3.0k |
| ARGENT CAPITAL MANAGEMENT LLC 2.26% of their portfolio | 590.2k $77.5m | Reduced -16.6k |
| Williams Jones Wealth Management, LLC. 0.94% of their portfolio | 559.4k $73.5m | Reduced -4.9k |
| NATIONAL BANK OF CANADA /FI/ 0.12% of their portfolio | 554.3k $68.7m | Added +103.4k |
| Compagnie Lombard Odier SCmA 1.29% of their portfolio | 553.9k $72.8m | Reduced -38.9k |
| SEI INVESTMENTS CO 0.11% of their portfolio | 550.4k $72.3m | Reduced -12.8k |
| BARR E S & CO 4.63% of their portfolio | 541.0k $71.1m | Reduced -20.9k |
| SANDERS MORRIS HARRIS LLC 12.65% of their portfolio | 524.5k $68.9m | Added +507.5k |
| CANADA LIFE ASSURANCE Co 0.14% of their portfolio | 517.0k $68.0m | Added +30.2k |
| Global Assets Advisory, LLC 0.15% of their portfolio | 495.2k $3.8k | New |
| CITIGROUP INC 0.07% of their portfolio | 482.9k $63.4m | Reduced -40.7k |
| PRUDENTIAL FINANCIAL INC 0.09% of their portfolio | 482.0k $63.3m | Reduced -6.7k |