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 ($186.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $123.75. Options: 50 managers hold calls ($1.6bn notional), 53 hold puts ($2.4bn).
Trends to Q2 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 |
| Q2 2024 | 1,866 |
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 |
| Q2 2024 | 871 | 782 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.7bn | $1.7bn | 1.02 |
| Q4 2023 | $2.1bn | $2.7bn | 1.24 |
| Q1 2024 | $1.6bn | $3.2bn | 1.96 |
| Q2 2024 | $1.6bn | $2.4bn | 1.50 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +3.0m |
| NORGES BANK | Added | +1.2m |
| STATE STREET CORP | Added | +1.1m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +937.1k |
| MACKENZIE FINANCIAL CORP | Added | +912.7k |
| VANGUARD GROUP INC | Added | +878.1k |
| Capital World Investors | Added | +868.8k |
| CITADEL ADVISORS LLC | Added | +808.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +760.7k |
| BlackRock Inc. | Added | +680.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -52.2m |
| APG Asset Management N.V. | Reduced | -1.6m |
| LORD, ABBETT & CO. LLC | Sold out | -1.3m |
| ROYAL BANK OF CANADA | Reduced | -1.3m |
| Aristotle Capital Management, LLC | Reduced | -920.2k |
| Cryder Capital Partners LLP | Reduced | -658.4k |
| HRT FINANCIAL LP | Reduced | -609.4k |
| BROWN ADVISORY INC | Reduced | -563.2k |
| AXIOM INVESTORS LLC /DE | Reduced | -512.7k |
| Global Assets Advisory, LLC | Sold out | -495.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $394.0m3.2m shares |
| CITADEL ADVISORS LLC | Reduced | $336.2m2.7m shares |
| BARCLAYS PLC | Added | $119.0m961.3k shares |
| BANK OF AMERICA CORP /DE/ | Added | $98.7m797.1k shares |
| Twin Tree Management, LP | Added | $59.6m481.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $54.0m436.1k shares |
| UBS Group AG | Added | $44.2m357.0k shares |
| JANE STREET GROUP, LLC | Added | $41.0m331.3k shares |
| IMC-Chicago, LLC | Added | $39.6m319.8k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $39.5m319.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $591.0m4.8m shares |
| CITADEL ADVISORS LLC | Reduced | $347.9m2.8m shares |
| JANE STREET GROUP, LLC | Added | $194.2m1.6m shares |
| Twin Tree Management, LP | New | $127.7m1.0m shares |
| Parallax Volatility Advisers, L.P. | Added | $123.8m1.0m shares |
| SIMPLEX TRADING, LLC | Added | $106.3m858.4k shares |
| Flat Footed LLC | New | $96.0m775.5k shares |
| ROYAL BANK OF CANADA | Added | $88.2m712.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $88.0m711.1k shares |
| JPMORGAN CHASE & CO | Reduced | $66.2m534.6k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 1 | $33.1k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-06 | Porat Ruth Director | Bought | $15.8k133 shares |
| 2024-05-06 | Porat Ruth Director | Bought | $10.4k87 shares |
| 2024-05-06 | Porat Ruth Director | Bought | $6.9k58 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.15% of their portfolio | 65.1m $8.1bn | Added +878.1k |
| BlackRock Inc. 0.13% of their portfolio | 47.3m $5.9bn | Added +680.6k |
| Capital World Investors 0.75% of their portfolio | 37.2m $4.6bn | Added +868.8k |
| JPMORGAN CHASE & CO 0.16% of their portfolio | 30.6m $3.8bn | Added +3.0m |
| STATE STREET CORP 0.16% of their portfolio | 29.7m $3.7bn | Added +1.1m |
| MORGAN STANLEY 0.24% of their portfolio | 24.9m $3.1bn | Reduced -52.2m |
| Capital International Investors 0.41% of their portfolio | 16.3m $2.0bn | Reduced -272.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 14.6m $1.8bn | Added +301.6k |
| EDGEWOOD MANAGEMENT LLC 3.97% of their portfolio | 11.8m $1.5bn | Reduced -240.3k |
| BANK OF AMERICA CORP /DE/ 0.13% of their portfolio | 11.1m $1.4bn | Added +188.1k |
| ROYAL BANK OF CANADA 0.24% of their portfolio | 8.2m $1.0bn | Reduced -1.3m |
| Aristotle Capital Management, LLC 1.81% of their portfolio | 7.5m $933.9m | Reduced -920.2k |
| NORTHERN TRUST CORP 0.13% of their portfolio | 6.4m $790.2m | Added +31.2k |
| NORGES BANK 0.11% of their portfolio | 5.9m $733.1m | Added +1.2m |
| UBS Group AG 0.22% of their portfolio | 5.8m $723.7m | Reduced -16.8k |
| CIBC Private Wealth Group LLC 1.22% of their portfolio | 5.4m $649.1m | Reduced -52.0k |
| BROWN ADVISORY INC 0.85% of their portfolio | 5.3m $650.3m | Reduced -563.2k |
| WELLS FARGO & COMPANY/MN 0.17% of their portfolio | 5.2m $644.7m | Added +110.5k |
| Legal & General Group Plc 0.18% of their portfolio | 5.0m $624.6m | Reduced -61.4k |
| GOLDMAN SACHS GROUP INC 0.12% of their portfolio | 5.0m $623.8m | Reduced -59.5k |
| JANUS HENDERSON GROUP PLC 0.31% of their portfolio | 4.7m $576.4m | Reduced -14.5k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 4.5m $560.9m | Reduced -94.5k |
| Invesco Ltd. 0.11% of their portfolio | 4.0m $499.8m | Added +385 |
| NEUBERGER BERMAN GROUP LLC 0.40% of their portfolio | 3.9m $482.3m | Reduced -217.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 3.9m $479.1m | Added +71.1k |
| BESSEMER GROUP INC 0.75% of their portfolio | 3.4m $423.7m | Reduced -36.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio | 3.3m $410.3m | Added +760.7k |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 2.9m $362.2m | Reduced -68.3k |
| BECK MACK & OLIVER LLC 6.05% of their portfolio | 2.4m $291.9m | Reduced -31.6k |
| LAZARD ASSET MANAGEMENT LLC 0.36% of their portfolio | 2.3m $290.4m | Added +462.6k |
| HSBC HOLDINGS PLC 0.17% of their portfolio | 2.2m $269.9m | Added +663.9k |
| BARCLAYS PLC 0.12% of their portfolio | 2.1m $265.4m | Added +36.9k |
| FMR LLC 0.02% of their portfolio | 2.0m $251.4m | Added +56.2k |
| Nuveen Asset Management, LLC 0.07% of their portfolio | 2.0m $242.9m | Reduced -83.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.14% of their portfolio | 1.6m $194.0m | Reduced -131.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.6m $193.7m | Added +219.6k |
| Evercore Wealth Management, LLC 3.04% of their portfolio | 1.6m $193.4m | Reduced -27.8k |
| HighTower Advisors, LLC 0.29% of their portfolio | 1.5m $190.4m | Added +15.4k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 8.90% of their portfolio | 1.5m $181.1m | Added +127.5k |
| Cryder Capital Partners LLP 11.21% of their portfolio | 1.4m $179.0m | Reduced -658.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.16% of their portfolio | 1.4m $170.3m | Added +937.1k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 1.3m $166.8m | Reduced -87.0k |
| RHUMBLINE ADVISERS 0.15% of their portfolio | 1.3m $163.7m | Reduced -68 |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 1.3m $163.2m | Reduced -1.1k |
| BLAIR WILLIAM & CO/IL 0.50% of their portfolio | 1.3m $160.5m | Added +162.9k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.3m $159.0m | Added +198.4k |
| Heard Capital LLC 9.49% of their portfolio | 1.3m $155.6m | Added +68.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.3m $155.3m | Added +142.0k |
| National Philanthropic Trust 2.95% of their portfolio | 1.3m $154.8m | Reduced -54.6k |
| Markel Group Inc. 1.50% of their portfolio | 1.2m $152.2m | Unchanged |
| National Pension Service 0.17% of their portfolio | 1.2m $149.5m | Added +30.9k |
| AXIOM INVESTORS LLC /DE 1.25% of their portfolio | 1.2m $143.9m | Reduced -512.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.17% of their portfolio | 1.2m $142.6m | Added +1.2k |
| Ensign Peak Advisors, Inc 0.26% of their portfolio | 1.1m $141.8m | Reduced -15.2k |
| PNC Financial Services Group, Inc. 0.09% of their portfolio | 1.1m $140.3m | Reduced -21.5k |
| MACKENZIE FINANCIAL CORP 0.20% of their portfolio | 1.1m $137.1m | Added +912.7k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 1.1m $137.3m | Added +87.7k |
| Fayez Sarofim & Co 0.37% of their portfolio | 1.1m $135.4m | Added +322.9k |
| CITADEL ADVISORS LLC 0.13% of their portfolio | 1.1m $134.5m | Added +808.4k |
| JANE STREET GROUP, LLC 0.14% of their portfolio | 1.1m $132.5m | Reduced -344.4k |
| SurgoCap Partners LP 7.48% of their portfolio | 1.0m $127.8m | Unchanged |
| Amundi 0.05% of their portfolio | 1.0m $125.1m | Added +107.3k |
| John & Kathleen Schreiber Foundation 91.55% of their portfolio | 962.8k $119.2m | Reduced -163.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.14% of their portfolio | 946.2k $117.1m | Added +87.8k |
| STIFEL FINANCIAL CORP 0.13% of their portfolio | 938.8k $116.2m | Added +1.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.15% of their portfolio | 924.3k $114.4m | Reduced -10.0k |
| LPL Financial LLC 0.06% of their portfolio | 903.0k $111.8m | Added +22.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 857.8k $106.2m | Added +1.8k |
| First Financial Bankshares Inc 2.29% of their portfolio | 807.7k $100.0m | Added +5.6k |
| FORT PITT CAPITAL GROUP, LLC 3.00% of their portfolio | 798.0k $98.8m | Added +44.3k |
| Douglas Lane & Associates, LLC 1.39% of their portfolio | 788.9k $97.7m | Reduced -23.9k |
| Advisors Capital Management, LLC 1.66% of their portfolio | 768.2k $95.1m | Added +21.5k |
| Temasek Holdings (Private) Ltd 0.43% of their portfolio | 753.1k $93.2m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 740.5k $91.7m | Reduced -9.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.18% of their portfolio | 730.5k $90.4m | Reduced -48.5k |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5.05% of their portfolio | 725.9k $89.9m | Reduced -6.1k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 725.2k $89.8m | Reduced -56.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio | 715.0k $88.5m | Added +1.4k |
| BAMCO INC /NY/ 0.24% of their portfolio | 690.5k $85.5m | Reduced -107.9k |
| Rockefeller Capital Management L.P. 0.24% of their portfolio | 679.4k $84.1m | Added +7.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 665.7k $82.4m | Reduced -32.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.15% of their portfolio | 655.5k $81.2m | Reduced -38.1k |
| NewEdge Wealth, LLC 1.74% of their portfolio | 648.3k $80.3m | Added +24.8k |
| Janney Montgomery Scott LLC 0.24% of their portfolio | 642.6k $79.6m | Reduced -3.1k |
| CITIGROUP INC 0.07% of their portfolio | 630.6k $78.1m | Added +147.7k |
| Clearbridge Investments, LLC 0.06% of their portfolio | 628.8k $77.9m | Reduced -8.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.16% of their portfolio | 622.6k $77.1m | Reduced -4.5k |
| NATIONAL BANK OF CANADA /FI/ 0.11% of their portfolio | 602.8k $73.6m | Added +48.5k |
| Crestwood Advisors Group, LLC 1.54% of their portfolio | 602.1k $74.5m | Added +1.2k |
| ARGENT CAPITAL MANAGEMENT LLC 2.13% of their portfolio | 584.7k $72.4m | Reduced -5.6k |
| CANADA LIFE ASSURANCE Co 0.13% of their portfolio | 556.0k $68.9m | Added +39.1k |
| Williams Jones Wealth Management, LLC. 0.85% of their portfolio | 551.5k $68.3m | Reduced -7.8k |
| SEI INVESTMENTS CO 0.10% of their portfolio | 548.6k $67.9m | Reduced -1.8k |
| SANDERS MORRIS HARRIS LLC 10.87% of their portfolio | 534.8k $66.2m | Added +10.3k |
| BARR E S & CO 4.34% of their portfolio | 534.2k $66.1m | Reduced -6.8k |
| Compagnie Lombard Odier SCmA 1.07% of their portfolio | 513.1k $63.5m | Reduced -40.8k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 504.2k $62.4m | Reduced -352.4k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 494.0k $61.2m | Added +25.2k |
| FISHMAN JAY A LTD/MI 6.01% of their portfolio | 460.6k $57.0m | Reduced -8.2k |
| BOWEN HANES & CO INC 1.49% of their portfolio | 435.8k $53.9m | Reduced -6.7k |