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 ($181.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $172.43. Options: 45 managers hold calls ($2.7bn notional), 63 hold puts ($3.4bn).
Trends to Q4 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 |
| Q4 2024 | 2,134 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 925 | 834 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $1.6bn | $3.2bn | 1.96 |
| Q2 2024 | $1.6bn | $2.4bn | 1.50 |
| Q3 2024 | $2.2bn | $2.8bn | 1.29 |
| Q4 2024 | $2.7bn | $3.4bn | 1.28 |
Biggest buyers
| MACKENZIE FINANCIAL CORP | Added | +2.6m |
| BlackRock, Inc. | Added | +1.5m |
| Capital Research Global Investors | New | +1.4m |
| MORGAN STANLEY | Added | +1.4m |
| BNP PARIBAS FINANCIAL MARKETS | New | +1.0m |
| VANGUARD GROUP INC | Added | +889.3k |
| FMR LLC | Added | +835.2k |
| AXIOM INVESTORS LLC /DE | Added | +753.8k |
| STATE STREET CORP | Added | +716.1k |
| NorthCoast Asset Management LLC | Added | +688.5k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -18.3m |
| Capital World Investors | Reduced | -4.9m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -4.2m |
| Capital International Investors | Reduced | -3.2m |
| EDGEWOOD MANAGEMENT LLC | Reduced | -1.6m |
| BESSEMER GROUP INC | Reduced | -1.6m |
| ROYAL BANK OF CANADA | Reduced | -1.6m |
| BARCLAYS PLC | Reduced | -1.3m |
| 1832 Asset Management L.P. | Reduced | -729.0k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Reduced | -587.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $541.7m3.1m shares |
| CITADEL ADVISORS LLC | Added | $456.3m2.6m shares |
| BARCLAYS PLC | Added | $305.2m1.8m shares |
| JANE STREET GROUP, LLC | Reduced | $122.4m709.9k shares |
| Twin Tree Management, LP | Added | $104.1m603.7k shares |
| BANK OF AMERICA CORP /DE/ | Added | $93.1m540.2k shares |
| PEAK6 LLC | First filing | $91.5m530.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $88.8m515.2k shares |
| SIMPLEX TRADING, LLC | Added | $84.5m489.8k shares |
| GROUP ONE TRADING LLC | Reduced | $69.8m404.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $775.6m4.5m shares |
| CITADEL ADVISORS LLC | Reduced | $447.4m2.6m shares |
| JANE STREET GROUP, LLC | Reduced | $280.3m1.6m shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $204.0m11.8k shares |
| BANK OF AMERICA CORP /DE/ | Added | $161.2m934.7k shares |
| BARCLAYS PLC | Reduced | $142.6m826.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $101.9m590.9k shares |
| Walleye Trading LLC | Reduced | $100.4m582.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $99.4m576.6k shares |
| Twin Tree Management, LP | Added | $94.7m549.4k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2024 | 1 | $36.8k | 2 | $25.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-07 | Finley John G Chief Legal Officer | Sold | $7.4m42.2k shares |
| 2024-11-04 | Porat Ruth Director | Bought | $18.6k111 shares |
| 2024-11-04 | Porat Ruth Director | Bought | $10.9k64 shares |
| 2024-11-04 | Porat Ruth Director | Bought | $7.3k43 shares |
| 2024-10-01 | Baratta Joseph Director | Sold | $17.6m116.4k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.20% of their portfolio | 66.9m $11.5bn | Added +889.3k |
| BlackRock, Inc. 0.17% of their portfolio | 49.1m $8.5bn | Added +1.5m |
| Capital World Investors 0.86% of their portfolio | 32.9m $5.7bn | Reduced -4.9m |
| STATE STREET CORP 0.21% of their portfolio | 30.7m $5.3bn | Added +716.1k |
| MORGAN STANLEY 0.35% of their portfolio | 28.9m $5.0bn | Added +1.4m |
| JPMORGAN CHASE & CO 0.33% of their portfolio | 23.9m $4.1bn | Reduced -18.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.20% of their portfolio | 15.3m $2.6bn | Added +444.9k |
| Capital International Investors 0.42% of their portfolio | 12.9m $2.2bn | Reduced -3.2m |
| BANK OF AMERICA CORP /DE/ 0.18% of their portfolio | 11.3m $1.9bn | Added +130.0k |
| EDGEWOOD MANAGEMENT LLC 4.91% of their portfolio | 9.9m $1.7bn | Reduced -1.6m |
| ROYAL BANK OF CANADA 0.29% of their portfolio | 7.9m $1.4bn | Reduced -1.6m |
| NORTHERN TRUST CORP 0.17% of their portfolio | 7.0m $1.2bn | Added +681.5k |
| Aristotle Capital Management, LLC 2.09% of their portfolio | 6.3m $1.1bn | Reduced -71.2k |
| UBS Group AG 0.24% of their portfolio | 6.1m $1.1bn | Added +319.4k |
| Invesco Ltd. 0.19% of their portfolio | 6.0m $1.0bn | Added +371.7k |
| NORGES BANK 0.13% of their portfolio | 5.7m $974.4m | Reduced -148.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.96% of their portfolio | 5.2m $895.8m | Added +144.9k |
| WELLS FARGO & COMPANY/MN 0.21% of their portfolio | 5.1m $876.4m | Reduced -195.5k |
| CIBC Private Wealth Group LLC 1.53% of their portfolio | 4.8m $841.6m | Reduced -143.9k |
| GOLDMAN SACHS GROUP INC 0.15% of their portfolio | 4.7m $802.4m | Reduced -359.8k |
| JANUS HENDERSON GROUP PLC 0.40% of their portfolio | 4.6m $790.9m | Reduced -32.0k |
| Legal & General Group Plc 0.20% of their portfolio | 4.4m $757.0m | Reduced -498.6k |
| Bank of New York Mellon Corp 0.14% of their portfolio | 4.4m $755.0m | Reduced -7.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% of their portfolio | 4.1m $708.5m | Added +678.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.13% of their portfolio | 4.0m $697.5m | Added +113.7k |
| NEUBERGER BERMAN GROUP LLC 0.53% of their portfolio | 3.9m $667.9m | Reduced -14.5k |
| MACKENZIE FINANCIAL CORP 0.29% of their portfolio | 3.8m $639.7m | Added +2.6m |
| FMR LLC 0.03% of their portfolio | 3.0m $515.6m | Added +835.2k |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 2.9m $496.1m | Reduced -41.8k |
| LAZARD ASSET MANAGEMENT LLC 0.65% of their portfolio | 2.6m $441.1m | Added +34.5k |
| BECK MACK & OLIVER LLC 7.43% of their portfolio | 2.3m $401.5m | Reduced -26.7k |
| Nuveen Asset Management, LLC 0.11% of their portfolio | 2.3m $389.1m | Added +379.5k |
| AXIOM INVESTORS LLC /DE 2.52% of their portfolio | 2.0m $342.2m | Added +753.8k |
| RAYMOND JAMES FINANCIAL INC 0.12% of their portfolio | 1.8m $316.3m | First filing |
| BESSEMER GROUP INC 0.51% of their portfolio | 1.8m $313.7m | Reduced -1.6m |
| HSBC HOLDINGS PLC 0.19% of their portfolio | 1.7m $300.2m | Reduced -31.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.19% of their portfolio | 1.6m $277.9m | Added +20.4k |
| BROWN ADVISORY INC 0.35% of their portfolio | 1.6m $277.1m | Reduced -66.4k |
| HighTower Advisors, LLC 0.36% of their portfolio | 1.5m $263.8m | Reduced -1.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.4m $249.2m | Reduced -1.4k |
| National Philanthropic Trust 3.58% of their portfolio | 1.4m $248.6m | Added +167.4k |
| Amundi 0.09% of their portfolio | 1.4m $248.7m | Added +483.4k |
| DEUTSCHE BANK AG\ 0.10% of their portfolio | 1.4m $243.2m | Added +123.2k |
| BARCLAYS PLC 0.12% of their portfolio | 1.4m $242.6m | Reduced -1.3m |
| Evercore Wealth Management, LLC 3.61% of their portfolio | 1.4m $241.3m | Reduced -72.5k |
| Capital Research Global Investors 0.05% of their portfolio | 1.4m $239.8m | New |
| BLAIR WILLIAM & CO/IL 0.68% of their portfolio | 1.4m $233.2m | Added +17.8k |
| National Pension Service 0.22% of their portfolio | 1.3m $231.9m | Reduced -61.8k |
| RHUMBLINE ADVISERS 0.20% of their portfolio | 1.3m $223.6m | Reduced -9.4k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.3m $222.7m | Reduced -66.1k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.3m $216.5m | Added +4.5k |
| Markel Group Inc. 1.87% of their portfolio | 1.2m $211.9m | Unchanged |
| Fayez Sarofim & Co 0.50% of their portfolio | 1.2m $206.8m | Added +468 |
| Ensign Peak Advisors, Inc 0.35% of their portfolio | 1.2m $199.1m | Added +22.3k |
| PNC Financial Services Group, Inc. 0.13% of their portfolio | 1.2m $199.1m | Reduced -15.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.20% of their portfolio | 1.1m $201.9m | Added +96.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.22% of their portfolio | 1.1m $191.5m | Reduced -34.3k |
| BANK OF MONTREAL /CAN/ 0.09% of their portfolio | 1.1m $185.7m | Reduced -53.6k |
| LPL Financial LLC 0.07% of their portfolio | 1.1m $184.1m | Added +117.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 1.0m $173.8m | New |
| Heard Capital LLC 10.03% of their portfolio | 977.7k $168.6m | Reduced -55.5k |
| JENNISON ASSOCIATES LLC 0.10% of their portfolio | 973.3k $167.8m | Added +512.2k |
| SurgoCap Partners LP 9.60% of their portfolio | 961.8k $165.8m | Added +161.3k |
| Cryder Capital Partners LLP 11.67% of their portfolio | 930.9k $160.5m | Reduced -515.0k |
| CITIGROUP INC 0.15% of their portfolio | 929.0k $160.2m | Added +401.7k |
| STIFEL FINANCIAL CORP 0.16% of their portfolio | 914.6k $157.7m | Reduced -13.0k |
| John & Kathleen Schreiber Foundation 90.05% of their portfolio | 898.4k $154.9m | Reduced -22.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.21% of their portfolio | 894.7k $154.3m | Added +19.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 889.0k $153.3m | Reduced -20.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.32% of their portfolio | 857.0k $147.8m | Added +480.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.12% of their portfolio | 833.4k $143.7m | Reduced -101.6k |
| NorthCoast Asset Management LLC 0.67% of their portfolio | 789.1k $136.1m | Added +688.5k |
| BAMCO INC /NY/ 0.35% of their portfolio | 785.7k $135.5m | Added +15.8k |
| Advisors Capital Management, LLC 2.03% of their portfolio | 748.0k $129.0m | Reduced -18.8k |
| MACQUARIE GROUP LTD 0.15% of their portfolio | 745.4k $123.7m | Reduced -119.7k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 730.8k $126.0m | Reduced -9.0k |
| First Financial Bankshares Inc 2.71% of their portfolio | 726.7k $125.3m | Reduced -8.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio | 716.3k $123.5m | Added +6.0k |
| Douglas Lane & Associates, LLC 1.72% of their portfolio | 707.4k $122.0m | Reduced -33.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.23% of their portfolio | 687.9k $118.6m | Reduced -16.1k |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6.05% of their portfolio | 677.2k $116.8m | Reduced -37.2k |
| Rockefeller Capital Management L.P. 0.29% of their portfolio | 653.2k $112.5m | Reduced -828 |
| NewEdge Wealth, LLC 1.93% of their portfolio | 644.7k $111.2m | Reduced -12.6k |
| CREDIT AGRICOLE S A 0.37% of their portfolio | 634.8k $109.5m | Added +205.6k |
| Janney Montgomery Scott LLC 0.30% of their portfolio | 620.9k $107.1m | Reduced -8.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.16% of their portfolio | 607.9k $104.8m | Added +501.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.18% of their portfolio | 605.7k $104.4m | Reduced -50.1k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3.86% of their portfolio | 599.2k $103.3m | Reduced -587.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.22% of their portfolio | 592.6k $102.2m | Reduced -23.7k |
| Swiss Life Asset Management Ltd 0.72% of their portfolio | 569.5k $98.2m | Added +219.2k |
| ARGENT CAPITAL MANAGEMENT LLC 2.74% of their portfolio | 562.7k $97.0m | Reduced -11.1k |
| CANADA LIFE ASSURANCE Co 0.16% of their portfolio | 534.8k $92.1m | Reduced -10.4k |
| NATIONAL BANK OF CANADA /FI/ 0.12% of their portfolio | 533.7k $92.1m | Reduced -26.7k |
| Williams Jones Wealth Management, LLC. 1.11% of their portfolio | 533.5k $92.0m | Reduced -23.8k |
| BARR E S & CO 5.37% of their portfolio | 526.2k $90.7m | Reduced -3.8k |
| SANDERS MORRIS HARRIS LLC 13.24% of their portfolio | 509.8k $88.7m | Reduced -7.7k |
| Crestwood Advisors Group, LLC 1.64% of their portfolio | 507.4k $87.5m | Reduced -3.7k |
| Compagnie Lombard Odier SCmA 1.24% of their portfolio | 486.5k $83.9m | Reduced -154.7k |
| Lansforsakringar Fondforvaltning AB (publ) 0.31% of their portfolio | 476.4k $82.1m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 476.2k $82.1m | Added +13.6k |