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 ($169.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $151.73. Options: 51 managers hold calls ($2.2bn notional), 60 hold puts ($2.8bn).
Trends to Q3 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 |
| Q3 2024 | 1,939 |
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 |
| Q3 2024 | 932 | 797 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $2.1bn | $2.7bn | 1.24 |
| Q1 2024 | $1.6bn | $3.2bn | 1.96 |
| Q2 2024 | $1.6bn | $2.4bn | 1.50 |
| Q3 2024 | $2.2bn | $2.8bn | 1.29 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +11.6m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +5.0m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Added | +4.2m |
| MORGAN STANLEY | Added | +2.7m |
| Invesco Ltd. | Added | +1.6m |
| ROYAL BANK OF CANADA | Added | +1.3m |
| 1832 Asset Management L.P. | Added | +931.3k |
| VANGUARD GROUP INC | Added | +864.2k |
| Capital World Investors | Added | +617.7k |
| Focus Partners Wealth | Added | +613.4k |
Biggest sellers
| BROWN ADVISORY INC | Reduced | -3.6m |
| Aristotle Capital Management, LLC | Reduced | -1.2m |
| CITADEL ADVISORS LLC | Reduced | -1.1m |
| JANE STREET GROUP, LLC | Reduced | -794.2k |
| Temasek Holdings (Private) Ltd | Sold out | -753.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -500.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -441.0k |
| HSBC HOLDINGS PLC | Reduced | -405.7k |
| CIBC Private Wealth Group LLC | Reduced | -393.5k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Reduced | -276.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $560.6m3.7m shares |
| CITADEL ADVISORS LLC | Reduced | $294.7m1.9m shares |
| Parallax Volatility Advisers, L.P. | Added | $136.2m889.5k shares |
| JANE STREET GROUP, LLC | Added | $117.5m767.5k shares |
| PEAK6 Investments LLC | Added | $90.4m590.5k shares |
| Twin Tree Management, LP | Added | $85.2m556.6k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $75.3m491.7k shares |
| SIMPLEX TRADING, LLC | Added | $71.9m469.5k shares |
| GROUP ONE TRADING LLC | Added | $70.8m462.2k shares |
| Walleye Trading LLC | Added | $60.0m391.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $671.4m4.4m shares |
| CITADEL ADVISORS LLC | Added | $432.6m2.8m shares |
| JANE STREET GROUP, LLC | Added | $291.4m1.9m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $144.7m945.0k shares |
| BARCLAYS PLC | New | $129.6m846.4k shares |
| Flat Footed LLC | Reduced | $117.5m767.5k shares |
| Walleye Trading LLC | Added | $97.0m633.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $95.0m620.5k shares |
| BANK OF AMERICA CORP /DE/ | Added | $72.3m472.2k shares |
| JPMORGAN CHASE & CO | Reduced | $63.6m415.2k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 1 | $34.9k | 3 | $20.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-08-07 | Finley John G Chief Legal Officer | Sold | $4.6m35.0k shares |
| 2024-08-05 | Porat Ruth Director | Bought | $17.6k138 shares |
| 2024-08-05 | Porat Ruth Director | Bought | $10.3k78 shares |
| 2024-08-05 | Porat Ruth Director | Bought | $6.9k52 shares |
| 2024-07-31 | Payne David Chief Accounting Officer | Sold | $1.3m9.0k shares |
| 2024-07-30 | Baratta Joseph Director | Sold | $702.7k5.0k shares |
| 2024-07-03 | Baratta Joseph Director | Sold | $14.3m116.4k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.18% of their portfolio | 66.0m $10.1bn | Added +864.2k |
| BlackRock, Inc. 0.15% of their portfolio | 47.6m $7.3bn | First filing |
| JPMORGAN CHASE & CO 0.26% of their portfolio | 42.2m $6.5bn | Added +11.6m |
| Capital World Investors 0.90% of their portfolio | 37.8m $5.8bn | Added +617.7k |
| STATE STREET CORP 0.19% of their portfolio | 30.0m $4.6bn | Added +348.8k |
| MORGAN STANLEY 0.31% of their portfolio | 27.5m $4.2bn | Added +2.7m |
| Capital International Investors 0.47% of their portfolio | 16.0m $2.5bn | Reduced -234.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.18% of their portfolio | 14.9m $2.3bn | Added +336.3k |
| EDGEWOOD MANAGEMENT LLC 4.77% of their portfolio | 11.6m $1.8bn | Reduced -269.8k |
| BANK OF AMERICA CORP /DE/ 0.15% of their portfolio | 11.2m $1.7bn | Added +46.5k |
| ROYAL BANK OF CANADA 0.32% of their portfolio | 9.5m $1.5bn | Added +1.3m |
| Aristotle Capital Management, LLC 1.78% of their portfolio | 6.4m $975.1m | Reduced -1.2m |
| NORTHERN TRUST CORP 0.16% of their portfolio | 6.3m $970.0m | Reduced -48.5k |
| UBS Group AG 0.25% of their portfolio | 5.8m $888.6m | Reduced -42.6k |
| NORGES BANK 0.12% of their portfolio | 5.8m $888.2m | Reduced -121.6k |
| Invesco Ltd. 0.17% of their portfolio | 5.6m $860.0m | Added +1.6m |
| WELLS FARGO & COMPANY/MN 0.20% of their portfolio | 5.3m $808.3m | Added +71.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.80% of their portfolio | 5.1m $773.4m | Added +5.0m |
| GOLDMAN SACHS GROUP INC 0.15% of their portfolio | 5.0m $767.7m | Reduced -25.9k |
| CIBC Private Wealth Group LLC 1.37% of their portfolio | 5.0m $762.8m | Reduced -393.5k |
| Legal & General Group Plc 0.20% of their portfolio | 4.9m $748.7m | Reduced -155.8k |
| JANUS HENDERSON GROUP PLC 0.36% of their portfolio | 4.6m $707.3m | Reduced -37.1k |
| Bank of New York Mellon Corp 0.12% of their portfolio | 4.4m $671.7m | Reduced -144.2k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 4.2m $27.4k | Added +4.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio | 3.9m $602.0m | Added +61.7k |
| NEUBERGER BERMAN GROUP LLC 0.46% of their portfolio | 3.9m $595.4m | Reduced -8.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 3.4m $525.4m | Added +116.4k |
| BESSEMER GROUP INC 0.86% of their portfolio | 3.4m $524.3m | Added +1.9k |
| AMERIPRISE FINANCIAL INC 0.11% of their portfolio | 2.9m $447.1m | Reduced -6.7k |
| BARCLAYS PLC 0.18% of their portfolio | 2.7m $419.4m | Added +594.7k |
| LAZARD ASSET MANAGEMENT LLC 0.52% of their portfolio | 2.5m $386.5m | Added +177.7k |
| BECK MACK & OLIVER LLC 7.01% of their portfolio | 2.4m $360.6m | Reduced -3.1k |
| FMR LLC 0.02% of their portfolio | 2.2m $330.0m | Added +124.5k |
| Nuveen Asset Management, LLC 0.08% of their portfolio | 1.9m $287.4m | Reduced -84.8k |
| HSBC HOLDINGS PLC 0.17% of their portfolio | 1.8m $271.3m | Reduced -405.7k |
| BROWN ADVISORY INC 0.32% of their portfolio | 1.7m $256.3m | Reduced -3.6m |
| Sumitomo Mitsui Trust Group, Inc. 0.17% of their portfolio | 1.6m $243.7m | Added +24.2k |
| HighTower Advisors, LLC 0.34% of their portfolio | 1.5m $234.6m | Reduced -6.9k |
| Evercore Wealth Management, LLC 3.38% of their portfolio | 1.5m $225.4m | Reduced -90.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.4m $221.5m | Reduced -117.9k |
| Cryder Capital Partners LLP 12.75% of their portfolio | 1.4m $221.4m | Unchanged |
| National Pension Service 0.21% of their portfolio | 1.4m $215.4m | Added +199.2k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.4m $211.1m | Added +39.4k |
| BLAIR WILLIAM & CO/IL 0.60% of their portfolio | 1.3m $204.4m | Added +38.0k |
| RHUMBLINE ADVISERS 0.18% of their portfolio | 1.3m $200.0m | Reduced -16.0k |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 1.3m $197.1m | Added +3.2k |
| RAYMOND JAMES & ASSOCIATES 0.12% of their portfolio | 1.3m $196.7m | Reduced -62.7k |
| National Philanthropic Trust 3.54% of their portfolio | 1.3m $195.2m | Added +24.2k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.3m $191.6m | Reduced -3.4k |
| AXIOM INVESTORS LLC /DE 1.66% of their portfolio | 1.2m $188.5m | Added +68.6k |
| Markel Group Inc. 1.69% of their portfolio | 1.2m $188.2m | Unchanged |
| Fayez Sarofim & Co 0.47% of their portfolio | 1.2m $183.6m | Added +105.0k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 7.35% of their portfolio | 1.2m $181.7m | Reduced -276.1k |
| MACKENZIE FINANCIAL CORP 0.25% of their portfolio | 1.2m $181.3m | Added +76.3k |
| PNC Financial Services Group, Inc. 0.11% of their portfolio | 1.2m $179.1m | Added +36.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.20% of their portfolio | 1.1m $175.3m | Reduced -7.2k |
| Ensign Peak Advisors, Inc 0.30% of their portfolio | 1.1m $173.4m | Reduced -13.3k |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 1.1m $175.2m | Added +28.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.17% of their portfolio | 1.1m $161.0m | Added +105.2k |
| Heard Capital LLC 8.87% of their portfolio | 1.0m $158.2m | Reduced -223.8k |
| 1832 Asset Management L.P. 0.26% of their portfolio | 1.0m $153.5m | Added +931.3k |
| LPL Financial LLC 0.06% of their portfolio | 950.6k $145.6m | Added +47.6k |
| Amundi 0.05% of their portfolio | 947.2k $141.5m | Reduced -66.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.13% of their portfolio | 935.0k $143.2m | Reduced -441.0k |
| STIFEL FINANCIAL CORP 0.15% of their portfolio | 927.6k $142.0m | Reduced -11.1k |
| John & Kathleen Schreiber Foundation 92.65% of their portfolio | 920.7k $141.0m | Reduced -42.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 909.7k $139.3m | Added +51.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.18% of their portfolio | 874.9k $134.0m | Reduced -49.4k |
| MACQUARIE GROUP LTD 0.14% of their portfolio | 865.1k $132.5m | Added +139.9k |
| FORT PITT CAPITAL GROUP, LLC 3.46% of their portfolio | 803.1k $123.0m | Added +5.1k |
| SurgoCap Partners LP 6.54% of their portfolio | 800.5k $122.6m | Reduced -232.1k |
| BAMCO INC /NY/ 0.31% of their portfolio | 769.9k $117.9m | Added +79.4k |
| Advisors Capital Management, LLC 1.91% of their portfolio | 766.8k $117.4m | Reduced -1.4k |
| Douglas Lane & Associates, LLC 1.56% of their portfolio | 740.5k $113.4m | Reduced -48.4k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 739.8k $113.3m | Reduced -691 |
| First Financial Bankshares Inc 2.37% of their portfolio | 735.4k $112.6m | Reduced -72.3k |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5.92% of their portfolio | 714.4k $109.4m | Reduced -11.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio | 710.4k $108.8m | Reduced -4.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.21% of their portfolio | 704.1k $107.8m | Reduced -26.5k |
| Focus Partners Wealth 0.11% of their portfolio | 667.5k $34.4m | Added +613.4k |
| NewEdge Wealth, LLC 1.82% of their portfolio | 657.3k $100.7m | Added +9.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.18% of their portfolio | 655.8k $100.4m | Added +300 |
| Rockefeller Capital Management L.P. 0.27% of their portfolio | 654.0k $100.1m | Reduced -25.4k |
| Compagnie Lombard Odier SCmA 1.53% of their portfolio | 641.3k $98.2m | Added +128.2k |
| Janney Montgomery Scott LLC 0.27% of their portfolio | 629.7k $96.4m | Reduced -12.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.19% of their portfolio | 616.2k $94.4m | Reduced -6.3k |
| ARGENT CAPITAL MANAGEMENT LLC 2.43% of their portfolio | 573.7k $87.9m | Reduced -10.9k |
| NATIONAL BANK OF CANADA /FI/ 0.11% of their portfolio | 560.5k $85.8m | Reduced -42.3k |
| Williams Jones Wealth Management, LLC. 1.00% of their portfolio | 557.4k $85.3m | Added +5.8k |
| CANADA LIFE ASSURANCE Co 0.15% of their portfolio | 545.1k $83.6m | Reduced -10.9k |
| BARR E S & CO 5.06% of their portfolio | 530.0k $81.2m | Reduced -4.2k |
| CITIGROUP INC 0.07% of their portfolio | 527.3k $80.8m | Reduced -103.2k |
| SANDERS MORRIS HARRIS LLC 13.14% of their portfolio | 517.4k $79.2m | Reduced -17.4k |
| Crestwood Advisors Group, LLC 1.50% of their portfolio | 511.1k $78.3m | Reduced -91.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 462.7k $70.8m | Reduced -203.0k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 461.2k $70.6m | Reduced -32.8k |
| CASTLEARK MANAGEMENT LLC 2.75% of their portfolio | 440.6k $67.5m | New |
| BOWEN HANES & CO INC 1.75% of their portfolio | 436.0k $66.8m | Added +200 |
| Raymond James Financial Services Advisors, Inc. 0.09% of their portfolio | 431.3k $66.0m | Added +3.1k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio | 429.7k $65.8m | Reduced -2.0k |