BX in the 13F filings
Blackstone Group Inc · CUSIP 09260D107
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 2 Feb 2024
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 10 listed it in both
- Shares listed
- 52,998,170
- combined, among listed positions
- Reported value
- $6.9bn
- combined, at the quarter end
Among the 93 comparable managers: 3 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing BX in Q4 2023
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital World Investors | 33,738,986 | $4.4bn | 0.79% | Added | +1,367,581 | 13 Feb 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 4,649,195 | $609m | 0.36% | Trimmed | -212,379 | 14 Feb 2024 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 3,742,331 | $490m | 0.43% | Trimmed | -51,016 | 14 Nov 2024 (the filing on sec.gov) |
| Invesco Ltd | 3,579,679 | $469m | 0.11% | Added | +881,594 | 13 Feb 2024 (the filing on sec.gov) |
| Lone Pine Capital LLC | 2,219,023 | $291m | 2.51% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Farallon Capital Management LLC | 1,697,351 | $222m | 1.02% | Trimmed | -529,700 | 14 Feb 2024 (the filing on sec.gov) |
| Markel Group Inc | 1,229,000 | $161m | 1.75% | Held | 0 | 2 Feb 2024 (the filing on sec.gov) |
| Wellington Management Group LLP | 1,204,546 | $158m | under 0.1% | Trimmed | -2,435,225 | 12 Feb 2024 (the filing on sec.gov) |
| AllianceBernstein LP | 787,680 | $103m | under 0.1% | Trimmed | -20,756 | 14 Feb 2024 (the filing on sec.gov) |
| GAMCO Investors Inc | 125,769 | $16m | 0.18% | Trimmed | -1,712 | 14 Feb 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 24,610 | $3.2m | under 0.1% | Held | 0 | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Lone Pine Capital LLCnew position · 2,219,023 shares now+2,219,023
- Capital World Investorsexisting position · 33,738,986 shares now+1,367,581
- Invesco Ltdexisting position · 3,579,679 shares now+881,594
Reductions
- Wellington Management Group LLPexisting position · 1,204,546 shares now-2,435,225
- Farallon Capital Management LLCexisting position · 1,697,351 shares now-529,700
- Janus Henderson Group Ltdexisting position · 4,649,195 shares now-212,379
- Neuberger Berman Group LLCexisting position · 3,742,331 shares now-51,016
- AllianceBernstein LPexisting position · 787,680 shares now-20,756
New positions and exits
New (1)
Exited (1)
- Maverick Capital Ltdwas $279k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2019 | 1 | $1.4bn | n.a. | n.a. |
| Q3 2019 | 11 | $5.0bn | n.a. | n.a. |
| Q4 2019 | 10 | $5.2bn | n.a. | n.a. |
| Q1 2020 | 14 | $4.4bn | n.a. | n.a. |
| Q2 2020 | 15 | $6.0bn | n.a. | n.a. |
| Q3 2020 | 17 | $5.5bn | n.a. | n.a. |
| Q4 2020 | 18 | $7.0bn | n.a. | n.a. |
| Q1 2021 | 22 | $7.1bn | n.a. | n.a. |
| Q2 2021 | 19 | $7.2bn | n.a. | n.a. |
| Q3 2021 | 18 | $7.6bn | n.a. | n.a. |
| Q4 2021 | 24 | $8.6bn | n.a. | n.a. |
| Q1 2022 | 21 | $7.2bn | n.a. | n.a. |
| Q2 2022 | 17 | $4.9bn | n.a. | n.a. |
| Q3 2022 | 21 | $4.6bn | n.a. | n.a. |
| Q4 2022 | 16 | $5.0bn | n.a. | n.a. |
| Q1 2023 | 12 | $5.4bn | n.a. | n.a. |
| Q2 2023 | 18 | $6.3bn | n.a. | n.a. |
| Q3 2023 | 13 | $5.6bn | n.a. | n.a. |
| Q4 2023 | 11 | $6.9bn | 3 | 7 |
| Q1 2024 | 13 | $7.3bn | 10 | 4 |
| Q2 2024 | 13 | $6.8bn | 7 | 5 |
| Q3 2024 | 14 | $8.6bn | 8 | 7 |
| Q4 2024 | 16 | $9.7bn | 9 | 7 |
| Q1 2025 | 20 | $6.7bn | 12 | 7 |
| Q2 2025 | 21 | $6.8bn | 14 | 6 |
| Q3 2025 | 19 | $7.7bn | 12 | 7 |
| Q4 2025 | 22 | $7.4bn | 25 | 10 |
| Q1 2026 | 19 | $5.3bn | 21 | 16 |
| Q2 2026 | 14 | $4.1bn | 13 | 22 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
BX and V →BX and AXP →BX and BAC →Choose a stock to compare with BX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BX, latest filings →Back to the 13F Explorer →